SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

SSgA Active Trust - State Street SPDR S&P 500 ETF Trust

SPY is actively discussed following stronger-than-anticipated jobs data, which has divided the community between those questioning the veracity of the numbers and others expecting continued market upside, despite the potential implications for future interest rate adjustments.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Unity Software is experiencing a significant sell-off after providing light Q1 guidance and facing intense market speculation about Google's "Project Genie" potentially disrupting traditional game development. While many in the community decry the AI fears as overblown and market manipulation, others are concerned about the broader implications for software companies.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood is trending after its recent earnings report revealed substantial growth in segments like options and interest income, but faced headwinds from a notable contraction in cryptocurrency trading. This has sparked a lively debate within the community, with many expressing concern about the platform's volatility and connection to crypto markets, while others highlight its ongoing diversification efforts and "SuperApp" vision as strong long-term drivers.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is actively discussed as market participants keenly await the January jobs report, with community sentiment sharply divided on its accuracy and implications for future interest rate cuts, amidst broader concerns about market manipulation.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopify is surging following an impressive earnings report that showcased robust revenue growth, strong free cash flow generation, and a substantial share repurchase authorization. The community is actively discussing these results as a significant validation of the company's long-term strategy and its pivotal role in the AI-driven e-commerce sector.

Churchill Capital Corp. X is a blank check company, which was created for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. The company was founded by Michael Klein on January 4, 2024 and is headquartered in New York, NY.

Churchill Capital Corp X - Ordinary Shares - Class A

Churchill Capital Corp X 

Churchill Capital Corp X is trending due to its imminent merger with Infleqtion, a quantum technology leader, following groundbreaking news of a NASA contract for a quantum gravity sensor in space and a U.S. DOE project for energy grid optimization. The community is actively discussing its significant undervaluation compared to quantum peers and anticipating a substantial run-up upon its NYSE debut as INFQ.

Duolingo, Inc. is a language-learning website and mobile application, which engages in the development of a free language learning website and crowd sourced text translation platform. It offers Duolingo for Schools, a free, web-based tool that aims to make it easier for teachers to use the Duolingo platform in a structured learning environment, and English Test, an online, on-demand assessment of English proficiency. The company was founded by Luis von Ahn and Severin Hacker in 2011 and is headquartered in Pittsburgh, PA.

Duolingo Inc - Ordinary Shares - Class A

Duolingo Inc

Duolingo is experiencing a sharp sell-off, with T-Mobile's new AI translation service fueling broader concerns about AI's impact on language learning platforms. While many in the community debate if the stock is now deeply oversold given its strong fundamentals, others fear its business model faces increasing obsolescence.

Vertiv Holdings Co. engages in the design, manufacture, and service of critical digital infrastructure technology for data centers, communication networks, and commercial and industrial environments. It also offers power management products, switchgear and busbar products, thermal management products, integrated rack systems, modular solutions, and management systems for monitoring and controlling digital infrastructure. It operates through the following geographical segments: Americas, Asia Pacific, and Europe, Middle East, and Africa (EMEA). The Americas segment offers products and services sold for applications within the data center, communication networks, and commercial and industrial markets in North America and Latin America. The Asia Pacific segment includes products and services sold for applications within the data center, communication networks, and commercial or industrial markets throughout Greater China, Australia and New Zealand, Southeast Asia, and India. The EMEA segment focuses on products and services sold for applications within the data center, communication networks, and commercial and industrial markets in Europe, Middle East, and Africa. The company was founded in 1946 and is headquartered in Columbus, OH.

Vertiv Holdings Co - Ordinary Shares - Class A

Vertiv Holdings Co

Vertiv Holdings is trending on strong FY26 guidance and a massive backlog from its recent Q4 earnings report, solidifying its critical position in the booming AI data center infrastructure market. The community is actively discussing VRT as an essential 'picks and shovels' play, benefiting from the relentless demand for power and cooling solutions for AI's ongoing expansion.

Humana Inc. engages in the provision of health insurance services. It operates through the Insurance and CenterWell segments. The Insurance segment consists of Medicare benefits, marketed to individuals or directly via group Medicare accounts, as well as contract with CMS to administer the Limited Income Newly Eligible Transition, or LI-NET, prescription drug plan program and contracts with various states to provide Medicaid, dual eligible demonstration, and Long-Term Support Services benefits, which refer to as state-based contracts. The CenterWell segment represents payor-agnostic healthcare services offerings, including pharmacy dispensing services, provider services, and home services. The company was founded by David A. Jones, Sr., and Wendell Cherry on August 18, 1961 and is headquartered in Louisville, KY.

Humana Inc.

Humana Inc

Humana is trending after the Trump administration proposed nearly flat Medicare Advantage payment rates for 2027, leading to a significant sector-wide sell-off and compounding concerns from its recent Q4 net loss and lower guidance. The community is split, with many bearish on profitability while others view the dramatic drop as an oversold buying opportunity, anticipating potential political shifts or a more favorable final rate announcement.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

Upstart is trending after its Q4 earnings report, which showed revenue growth and optimistic long-term guidance, yet a muted market reaction has ignited debate among investors about potential market manipulation and the company's resilience against broader credit cycle risks.

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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.

Equity

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.

Alphabet's Stock Jumps as Antitrust Fears Ease: ETFs in Focus 

Alphabet shares surge after a court ruling spares Chrome divestiture, easing DOJ pressure and lifting investor sentiment.

Alphabet Hits an All-Time High: More Rally Ahead for ETFs?

Alphabet (GOOGL) hits record highs on AI & cloud momentum. Analysts see moderate upside; ETFs like FCOM, VOX, IXP, XLC & FNGS may gain from their strong exposure to GOOGL.

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