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Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir Technologies is currently experiencing high volatility as investors weigh President Trump's recent vocal endorsement of the company's defense capabilities against a persistent short thesis led by Michael Burry. The community remains deeply divided, with bulls pointing to the company's strategic entrenchment in military operations as a long-term moat, while bears continue to pressure the stock based on valuation concerns and competitive threats in the AI software sector.

Memecoin on Cronos launched by the Cro Crow community

crow with knife

The crow with knife community is actively hyping the project's multichain capabilities and deflationary burn mechanism, positioning it as a standout meme coin against broader market uncertainty. Supporters are rallying around the token's organic growth and viral branding, often comparing it to established market leaders to drive momentum.

RaveDAO is a global community uniting music, technology, and purpose. Since their first sold-out event at Dubai 2024, they have expanded across Europe, the Middle East, North America, and Asia, hosting world-class experiences with over 100,000 total attendees and 3,000+ attendees for each event.  RaveDAO has worked with top-tier artists like Vintage Culture, Don Diablo, Chris Avantgarde, Lilly Palmer, MORTEN, Bassjackers, and GENESI and has support from Binance, OKX, Bitget, and Polygon. RaveDAO is redefining live entertainment in Web3 and has active partnerships with 1001Tracklists, AMF, and Warner Music.  Beyond the dance floor, RaveDAO channels energy and attention toward impact. In 2025 alone, proceeds from its events helped restore sight to 400+ cataract patients in Nepal and fund over 150 meditation programs across the U.S.

RaveDAO

RaveDAO is experiencing extreme volatility and intense community speculation following a rapid valuation surge that has triggered massive liquidations of short positions. The discussion is sharply divided between believers in the project's decentralized music-event utility and skeptics who are warning of a potential pump-and-dump scheme.

Solana is a high-performance Layer 1 blockchain designed for mass adoption by providing a fast, secure, and low-cost environment for decentralized applications. It distinguishes itself by scaling globally without the use of complex sharding or multiple layers, instead maintaining a single, unified ledger to avoid liquidity fragmentation. This architecture allows it to process thousands of transactions per second with sub-second finality, often at a cost of less than a penny per transaction.  The network operates on a unique hybrid model that combines Proof of Stake with an innovation called Proof of History, which functions as a decentralized clock to timestamp transactions. This system reduces the need for constant node communication, allowing the Sealevel engine to run non-conflicting smart contracts in parallel across multiple CPU cores. Further efficiency is gained through the Gulf Stream protocol, which reduces confirmation times by forwarding transactions to validators before the current block is finished.  Founded in 2017 by Anatoly Yakovenko, Solana is now supported by the Switzerland-based Solana Foundation and significant institutional investors like Andreessen Horowitz and Polychain Capital. The platform’s native token, SOL, serves as the primary currency for paying transaction fees, participating in network governance, and securing the system through staking.   Solana has also seen significant institutional adoption ranging from spot Solana ETFs to major partnerships including Visa's 2025 launch of USDC settlement on the network and the tokenization of public equity by firms like Galaxy Digital.

Solana

Solana is currently a focal point of intense community discussion, driven by its ongoing ecosystem expansion and a surge in speculative interest surrounding new token launches on the network. Traders remain deeply divided, with some actively building long-term positions while others engage in highly leveraged short-term plays, mirroring the broader market's heightened sensitivity to macroeconomic and geopolitical volatility.

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 rallying as the market responds to a massive multi-year infrastructure deal with Meta, now valued at over $20 billion, alongside a newly announced agreement to support Anthropic's Claude AI models. Community sentiment remains intensely focused on the company's aggressive capital expansion through convertible notes and its ability to secure structural partnerships with major AI labs, fueling active debate regarding the balance between rapid growth and potential share dilution.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is surging to new all-time highs as institutional conviction grows, driven by a massive deal pipeline with hyperscalers and a strategic pivot toward an integrated AI full-stack platform. The community is actively debating the stock's parabolic trajectory, with many investors highlighting the company's aggressive infrastructure expansion while others remain cautious, watching for potential volatility and profit-taking opportunities amid shifting macro conditions.

Energy Transfer LP engages in natural gas pipeline transportation and transmission services. It operates through the following segments: Intrastate Transportation and Storage, Interstate Transportation and Storage, Midstream, NGL and Refined Products Transportation and Services, Crude Oil Transportation and Services, Investment in Sunoco LP, Investment in USAC, and All Other. The Intrastate Transportation and Storage segment owns and operates natural gas transportation pipelines. The Interstate Transportation and Storage segment includes transportation pipelines, storage facilities, and gathering systems and delivery of natural gas to industrial end-users and other pipelines. The Midstream segment consists of natural gas gathering, compression, treating, processing, storage, and transportation. The NGL and Refined Products Transportation segment engages in the operations transport, store and execute acquisition, and marketing activities utilizing a complementary network of pipelines, storage and blending facilities, and strategic off-take locations that provide access to multiple NGL markets. The Crude Oil Transportation and Services segment provides transportation, terminalling, acquisition, and marketing services to crude oil markets. The Investment in Sunoco LP segment refers to the distribution of motor fuels to independent dealers, distributors, and other commercial customers and the distribution of motor fuels to end-user customers at retail sites. The Investment in USAC segment offers compression services to its customers in connection with infrastructure applications including both allowing for the processing and transportation of natural gas through the domestic pipeline system and enhancing crude oil production through artificial lift processes. The company was founded by Kelcy L. Warren in 1996 and is headquartered in Dallas, TX.

Energy Transfer LP - Unit

Energy Transfer LP Unit

Energy Transfer is gaining momentum as investors eye its strategic role in supplying natural gas to the rapidly growing AI data center sector and upcoming earnings. The community is actively discussing the stock's potential for a breakout, with many focusing on long-term accumulation and the reliability of its dividend distributions amid broader energy market volatility.

Ethereum is a global, open-source platform for decentralized applications. In other words, it is a decentralized blockchain platform that enables developers to build and deploy smart contracts and applications without central authority control. Unlike Bitcoin, which primarily functions as digital currency, Ethereum operates as a programmable global computer where developers can create any type of decentralized service.   The platform hosts over $14 billion in DeFi applications with hundreds of thousands of active users across financial protocols, NFT marketplaces, and gaming platforms. Its transition to Proof of Stake in September 2022 reduced energy consumption by over 99%, addressing environmental concerns while strengthening network security.  The network operates through thousands of independent validator nodes that process transactions and execute smart contracts on the Ethereum Virtual Machine. Smart contracts are self-executing programs written in Solidity that automatically carry out agreements when conditions are met, eliminating intermediaries like banks or brokers.   Validators stake ETH as collateral to propose and validate blocks, earning rewards for honest participation while facing penalties for malicious behavior. The EIP-1559 upgrade introduced a dynamic base fee mechanism that burns ETH with each transaction, creating deflationary pressure during high network activity when more ETH is burned than issued to validators.  Vitalik Buterin proposed Ethereum in 2013, but seven co-founders helped build it, including Gavin Wood who created Solidity and the EVM technical specification, and Joseph Lubin who founded ConsenSys. The project launched in July 2015 after raising over $18 million through crowdfunding, quickly becoming the largest blockchain developer community. Major milestones include the 2020 Beacon Chain launch, the 2021 London hard fork implementing fee burning, and the 2022 Merge to Proof of Stake.   Ether (ETH) serves multiple functions: paying transaction fees (gas), staking to secure the network and earn 3-5% annual yields, serving as collateral in DeFi protocols, and purchasing NFTs and digital assets. The asset is increasingly adopted by traditional institutions, with publicly traded companies adding ETH to corporate treasuries to generate staking yields while maintaining blockchain exposure, and in 2024, the SEC approved spot Ethereum ETFs, allowing traditional investors to gain exposure through conventional brokerage accounts.  Ethereum's roadmap focuses on dramatically increasing transaction capacity to over 100,000 per second, reducing confirmation times, and enhancing decentralization while maintaining security against future threats like quantum computing.

Ethereum

Ethereum is currently navigating a period of heightened market sensitivity, with investors closely watching geopolitical tensions and ongoing diplomatic negotiations that continue to influence broader crypto sentiment. The community remains divided, with some traders highlighting the potential for volatile price swings while others focus on the asset's long-term utility and its role within the evolving digital finance landscape.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM shares experienced a sharp decline following an Anthropic blog post detailing new AI capabilities for COBOL modernization, which investors fear could disrupt the company's legacy mainframe services. Despite this, many market participants and analysts view the sell-off as an overreaction, noting that IBM is already integrating AI into its own secure, governed platforms to modernize enterprise infrastructure rather than abandon it.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

Aehr Test Systems is currently experiencing intense volatility fueled by massive investor interest in the semiconductor and photonics sectors, with the community actively debating whether the stock's parabolic climb is a sustainable re-rating or an overextended bubble primed for a sharp correction. Much of the discourse centers on conflicting narratives regarding the company's valuation versus its role in critical AI infrastructure, leading to a high-stakes standoff between retail bulls betting on long-term hyperscaler growth and bears focusing on insider selling and potential dilution risks.

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<ul class="summary-bullets"><li>In its annual investor presentation, the fund said it believes concerns around Meta’s AI-related spending initiatives are underestimating the company’s long-term upside potential from AI.</li><li>The fund listed Meta’s high-quality, scalable advertising business model with increasing returns to scale as a key strength.</li><li>In its latest quarterly report, Meta announced capital expenditures in the range of $115 billion to $135 billion for 2026, up from $72.22 billion in the previous year.</li></ul>Bill Ackman’s hedge fund, Pershing Square, revealed on Wednesday that it acquired a sizable stake in Meta Platforms Inc. (META), amounting to 10% of its capital at the end of 2025.“We believe concerns around META’s AI-related spending initiatives are underestimating the company’s long-term upside potential from AI,” Pershing Square’s <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://assets.pershingsquareholdings.com/wp-content/uploads/2026/02/11144917/2026-Annual-Investor-Presentation.pdf">annual investor presentation</a> said.<h2 class="st-heading-2">Investment Thesis</h2>In the presentation, Pershing Square highlighted Meta’s growing user base, 22% annual revenue growth, leadership in the digital advertising space, and that it trades at roughly 22 times its forward earnings multiple over the next 12 months as key positives.The fund listed Meta’s high-quality, scalable advertising business model with increasing returns to scale as a key strength, noting rising engagement across its vast user base and first-party data to leverage ad targeting.The find also said that “Meta’s business model is one of the clearest beneficiaries of AI integration,” that can be used to enhance content recommendations, personalize ads, automate campaigns, and unlock new use cases. Despite increased AI investment in 2026, the fund said Meta’s strong balance sheet, high-margin core business, and ongoing cost discipline support long-term earnings growth while limiting overbuilding risk.“We believe Meta’s current share price underappreciates the company’s long-term upside potential from AI and represents a deeply discounted valuation for one of the world’s greatest businesses,” the presentation said.<h2 class="st-heading-2">Meta’s AI Push</h2>In its latest quarterly report, Meta announced capital expenditures in the range of $115 billion to $135 billion for 2026, up from $72.22 billion in the previous year.Meanwhile, other large tech companies, including Meta, have collectively announced plans to invest over $630 billion in AI buildouts in 2026, more than double the spend from 2025.Meta also broke ground at a data center campus in Lebanon, Indiana on Wednesday, and <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://about.fb.com/news/2026/02/metas-new-data-center-lebanon-indiana-marks-milestone-ai-investment/">said</a> the facility represents an investment of over $10 billion in AI infrastructure, marking one of its largest infrastructure investments till date.The facility is designed to deliver one gigawatt of power that is intended to support its AI workloads and core businesses.<h2 class="st-heading-2">Ackman’s Picks</h2>Apart from Meta, Pershing Square also took positions in Amazon and Hertz, stakes that were previously disclosed.The presentation also noted that the fund exited investments in Chipotle, CPKC, Nike and Hilton.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around META shares remained in the ‘bearish’ territory over the past 24 hours amid ‘low’ message volumes.One bullish user said they concurred with Ackman’s view, adding that they expect the company’s shares to surge to $1000 this year. Shares of the company were trading around $667.76 at the time of writing.<stembedurl>https://stocktwits.com/Mrup25/message/644709387</stembedurl>&nbsp;<a href="https://stocktwits.com/symbol/META">Shares of META</a> have declined more than 7% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/snapchat-sued-by-texas-attor-ney-gen-er-al-over-addictive-features-child-safety/cZb6mmCR4A7">Snapchat Sued By Texas Attor­ney Gen­er­al Over Addictive Features, Child Safety</a>

The Meta logo displays on the screen of a smartphone placed on a surface reflecting the circular Meta AI logo.

Bill Ackman Takes Stake In Meta, Flags ‘Significant Upside Potential From AI’ 

Bill Ackman’s hedge fund Pershing Square acquired a sizable stake in Meta, amounting to 10% of its capital at the end of 2025.

Equity

<ul class="summary-bullets"><li>Siri did not always process queries correctly or could sometimes take too long to handle requests, as seen in the testing, the report said.&nbsp;</li><li>However, the situation was fluid, and Apple’s plans could change further, the people cited in the report said.&nbsp;</li><li>Apple was widely expected to release updates to Siri in the last week of February while launching the beta version of iOS 26.4.</li></ul>Apple Inc.’s (AAPL) upgrades to its virtual assistant Siri have reportedly faced issues during testing in recent weeks, potentially delaying the release of some functional updates.According to a Bloomberg <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-02-11/apple-s-ios-26-4-siri-update-runs-into-snags-in-internal-testing-ios-26-5-27">report</a> citing people familiar with the matter, Apple was initially planning to include the function changes in its upcoming operating system update in March. However, after the issues, the iPhone maker now plans to roll them out over future versions.Siri did not always process queries correctly or sometimes took too long to handle requests, as seen in testing, the report said.However, the situation was fluid, and Apple’s plans could change further, the people said, as per the report.Shares of AAPL edged up about 1% at the time of writing.<h2 class="st-heading-2">Siri Update</h2>Apple was widely expected to <a href="https://stocktwits.com/news-articles/markets/equity/apple-stock-loses-retail-euphoria-after-blowout-earnings-will-new-ai-siri-reignite-confidence/cZbHVJhR48L">release</a> updates to Siri in the last week of February while launching the beta version of iOS 26.4.The revamp of the virtual assistant was expected to include a redesigned interface, better comprehension of natural language, on-screen awareness, and upgraded cross-app controls.The delay means at least some Siri upgrades are potentially pushed back to the next update slated in May, or even in iOS 27, expected to be released in September, as per the report.Gene Munster, co-founder of Deepwater Asset Management, said that if investors hoped for more from the new Siri update, the stock would have fallen more steeply.In a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/munster_gene/status/2021695087617687801">post</a> on X, Munster said, “The bottom line is Apple Intelligence continues to hold optionality value for AAPL investors. I believe they’ll eventually get it right and be a key beneficiary of what will be a significant personalized AI opportunity.”<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_12_at_3_06_25_AM_png_c87ccec5fa.webp" alt="Screenshot 2026-02-12 at 3.06.25 AM.png" width="1192" height="606"></figure>&nbsp;Apple is also rumored to overhaul Siri into an artificial intelligence chatbot later this year, although the company has not released any official updates.Apple's stock has been lagging among its AI peers even as development in the area is looking to become a primary driver for the company.The tech giant posted its "best-ever quarter“ while <a href="https://stocktwits.com/news-articles/markets/equity/apple-q1-2026-earnings-beat-expectations/cmyi8pJR41W">reporting</a> its first-quarter (Q1) 2026 results, beating street expectations for revenue and earnings due to strong iPhone sales and a rebound in the China market.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around AAPL shares was in the ‘bearish’ territory over the past day amid ‘low’ message volumes.One bullish user said this was just an AI rollout delay that would not impact Apple’s long-term business health.<stembedurl>https://stocktwits.com/Sunshined/message/644721808</stembedurl>&nbsp;<a href="https://stocktwits.com/symbol/AAPL">Shares of AAPL</a> have gained more than 18% in the last year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/bill-ackman-takes-stake-in-meta-flags-significant-upside-potential-from-ai/cZb6o8IR4AW">Bill Ackman Takes Stake In Meta, Flags ‘Significant Upside Potential From AI’</a>

In this photo illustration, an Apple Siri logo is seen displayed on a smartphone with an Apple logo in the background. 

Apple’s Siri Upgrade Potentially Delayed After Testing Issues: Report

According to a report from Bloomberg, Apple was initially planning to include the changes in its upcoming operating system update in March but now plans to roll them out over future versions.

ETFs to Watch as Alphabet Reports Q4 Earnings

ETFs to watch as Alphabet's earnings beat Q4 estimates, but heavy AI-driven capex weighed on market sentiment.

<ul class="summary-bullets"><li>Barclays increased its target to $360 from $315 as it kept an Overweight rating, highlighting robust fundamentals and strength in digital advertising and cloud demand.</li><li>Pivotal Research increased its price target&nbsp; to $420 from $400, maintaining a ‘Buy’ rating based on the company’s search and artificial intelligence momentum.</li><li>Alphabet said it expects to spend between $175 billion and $185 billion in 2026.</li></ul>Alphabet Inc. (GOOG,GOOGL) is drawing fresh optimism as multiple Wall Street firms lifted their stock price targets following stronger-than-expected earnings and AI-led momentum.For the fourth-quarter, the tech giant reported a revenue of $113.8 billion and earnings per share (EPS) of $2.82. Both the metrics surpassed the analysts’ consensus estimate of $111.5 and $2.64, according to Fiscal AI data.&nbsp;<h2 class="st-heading-2">Analysts Hike Price Targets On AI, Search Momentum&nbsp;</h2>Barclays, Pivotal Research and TD Cowen all raised their 12-month price targets for Alphabet, underscoring sustained faith in the search giant’s growth story. Barclays increased its target to $360 from $315 as it kept an Overweight rating, highlighting robust fundamentals and strength in digital advertising and cloud demand, according to TheFly.&nbsp;Pivotal Research increased its price target&nbsp; to $420 from $400, maintaining a ‘Buy’ rating based on the company’s search and artificial intelligence momentum, especially led by the performance of its Gemini AI and resilient search revenue.TD Cowen lifted its price target to $365 from $350, signaling that continued strength in search and cloud activity supports further stock upside.&nbsp;However,&nbsp;<a href="https://stocktwits.com/symbol/GOOGL">Alphabet Class A shares</a> traded over 2% lower in Thursday’s premarket. Investors remain cautious after the company flagged a sharp rise in future capital spending&nbsp;<h2 class="st-heading-2">Capex Fears Weigh On Investors&nbsp;</h2>Alphabet said it expects to spend between $175 billion and $185 billion in 2026, a figure far higher than the $119.5 billion estimate and almost twice as much as it invested the year before. The higher capital spending plan caused a decline in the stock price. But in the earnings call, CEO Sundar Pichai expressed optimism about the revenue potential from the investments.&nbsp;&nbsp;<blockquote>“We’re seeing our AI investments and infrastructure drive revenue and growth across the board.”-Sundar Pichai, CEO, Alphabet and Google&nbsp;&nbsp;</blockquote><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_02_05_061315_png_53afc63970.webp" alt="GOOGL’s Sentiment Meter and Message Volume as of 05:45 a.m. ET on Feb. 5, 2026 | Source: Stocktwits" width="930" height="101"><figcaption>GOOGL’s Sentiment Meter and Message Volume as of 05:45 a.m. ET on Feb. 5, 2026 | Source: Stocktwits</figcaption></figure>The stock saw a whopping 645% surge in user message count over 24 hours.&nbsp;A Stocktwits user expressed optimism about the company’s AI scale and monetization.&nbsp;<stembedurl>https://stocktwits.com/AlphaGrant/message/644067888</stembedurl>GOOGL stock has gained 74% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amazon-pricing-powers-curbed-in-germany-competition-authority-imposes-fine/cZbZPEIR4V3">Amazon Pricing Powers Curbed In Germany — Competition Authority Imposes $70 Million Fine</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of Google LLC, a subsidiary of Alphabet Inc. (NASDAQ: GOOGL), with the word Alphabet visible in the background.

Google Parent Alphabet Earnings Beat Fuels Analyst Price Target Hikes – But Capex Jitters Linger  

Barclays, Pivotal Research and TD Cowen all raised their 12-month price targets for Alphabet, underscoring sustained faith in the search giant’s growth story.

Meta, Microsoft Earnings Signal AI Payoff Matters: ETFs in Focus

Big Tech earnings revive AI payoff fears. META rallies on growth, MSFT slides on payoff concerns. Which AI ETFs still make sense now?

<ul class="summary-bullets"><li>Verizon sees retail postpaid phone net additions in 2026 to be between 750,000 and 1 million, roughly two to three times the level reported in 2025.</li><li>The company also expects broadband and mobility service revenue to rise by about 2% to 3%, to nearly $93 billion.</li><li>For Q1, the company reported a revenue of $36.4 billion with an adjusted EPS of $1.09.</li></ul>Verizon Communications Inc. (VZ) on Friday outlined 2026 expectations, suggesting a sharp increase in customer additions and solid earnings growth as the telecommunications company builds on momentum from a strong finish to 2025.&nbsp;The company provided a 2026 outlook following its fourth-quarter (Q4) and full-year 2025 earnings.&nbsp;<h2 class="st-heading-2">Customer Growth&nbsp;</h2>Verizon sees retail postpaid phone net additions in 2026 to be between 750,000 and 1 million, roughly two to three times the level reported in 2025, marking a sign of renewed traction.The company also expects broadband and mobility service revenue to rise by about 2% to 3%, to near $93 billion, even as traditional wireless service revenue growth remains flat.&nbsp;Verizon anticipates adjusted earnings per share (EPS) in the range of $4.90 to $4.95, reflecting a 4%–5% improvement year over year (YoY).Following the update,&nbsp;<a href="https://stocktwits.com/symbol/VZ">Verizon stock</a> traded over 4% higher in Friday’s premarket.&nbsp;On Stocktwits, retail sentiment around the stock jumped to ‘bullish’ from ‘neutral’ territory the previous day. Message volume improved to ‘high’ from ‘normal’ levels in 24 hours.&nbsp;Operating cash flow is forecasted at $37.5 billion to $38.0 billion, with free cash flow of at least $21.5 billion, which would mark the highest free cash generation since 2020. Capital expenditures for infrastructure upgrades, including fiber expansion, are set between $16 billion and $16.5 billion.&nbsp;<h2 class="st-heading-2">Q1 Financial Performance</h2>For Q1, the company reported a revenue of $36.4 billion and adjusted EPS of $1.09, both exceeding analysts’ consensus estimates of $36.19 billion and $1.06, respectively, according to Fiscal AI data.&nbsp;<blockquote>“Verizon will no longer be a hunting ground for our competitors.”-Dan Schulman, CEO, Verizon&nbsp;</blockquote>In the fourth quarter of 2025, Verizon reported more than 1 million total net additions across mobility and broadband, its strongest quarterly result for those segments since 2019, with 616,000 postpaid phone net additions.VZ stock has only gained 0.8% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-gcl-stock-soar-pre-market-today/cmyS1PmR4S2">Why Did GCL Stock Soar 53% Pre-Market Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

VZ Stock Rises Pre-Market As Verizon Lays Out Bullish 2026 Growth Outlook

Verizon sees retail postpaid phone net additions in 2026 to be between 750,000 and 1 million, roughly two to three times the 2025 level. 

Verizon Projects Sharper Customer Growth, Revenue In 2026

Verizon sees retail postpaid phone net additions in 2026 to be between 750,000 and 1 million, roughly two to three times the 2025 level. 


Build Buffett's Berkshire-Like Portfolio With These ETFs

Build a Buffett-style portfolio with ETFs. Berkshire's latest moves spotlight GOOGL, staples, insurance picks and ETFs like GXPC, FCOM, IYK, PBJ, IAK and KBWP.



Is Alphabet Berkshire's New "Mag-7" Favorite? ETFs in Focus 

Berkshire's surprise Alphabet buy sparks buzz. Is GOOGL the new Mag-7 favorite? ETFs like GXPC, FCOM, IXP and VOX stand to gain from the momentum.

Telecom ETFs in Focus This Earnings Season 

The telecom sector surges ahead of the S&P 500 as Verizon and AT&T post solid Q3 results, fueling optimism for 2025 growth.

Alphabet Surges on Q3 Earnings Beat: ETFs to Watch

Alphabet's strong Q3 earnings lifted its shares and boosted investor sentiment. Explore top ETFs that could benefit from the company's impressive performance.

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