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Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is trending as Warner Bros. Discovery evaluates a revised, higher bid from Paramount Skydance, driving fervent community discussion on whether Netflix should match the offer or walk away, with many believing the latter would lead to a significant stock rally by avoiding the acquisition.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal Holdings is trending following reports of potential acquisition interest from Stripe, sparking widespread community discussion about a possible bidding war for the deeply undervalued payments giant. Investors are actively debating various buyout scenarios, recognizing PayPal's extensive user base and robust cash generation capabilities.

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 after reporting strong earnings, achieving positive GAAP net income, and raising future guidance, highlighting consistent growth and strategic AI integration. Despite this positive news, the community reflects frustration as the stock's immediate market reaction appears impacted by broader software sector pressures and AI-related concerns, obscuring its fundamental strengths and proprietary data moat.

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Lucid Group Inc. is a major talking point after its recent Q4 earnings reported impressive revenue growth and increased vehicle deliveries, but also revealed wider-than-expected losses and substantial cash burn, leading to recent workforce reductions and sparking community debate over the company's path to profitability amid significant dilution concerns.

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 shares are trending sharply lower after providing weaker-than-anticipated fiscal year 2027 subscription revenue guidance, which fuels broader investor concerns about decelerating growth and AI's impact on the enterprise software sector. The community is actively debating whether this represents a significant dip-buying opportunity or signals further challenges for traditional software models.

Tempus AI, Inc. is a healthcare technology company, which engages in bringing artificial intelligence and machine learning to healthcare. It focuses on building platforms for oncology, neuropsychiatry, cardiology, infectious disease, and radiology. The company was founded by Eric Paul Lefkofsky in August 2015 and is headquartered in Chicago, IL.

Tempus AI Inc. - Ordinary Shares - Class A

Tempus AI Inc

Tempus AI is trending amid mixed reactions to its latest financial results, showcasing robust revenue growth and record contract value in its AI-driven precision oncology platform, yet some community members are debating its forward growth projections and current valuation. The stock is a focal point for discussions on institutional accumulation and its long-term potential in healthcare AI.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas Semiconductor is actively discussed following its Q4 earnings, which revealed declining revenue and widening losses, tempered by the unveiling of a 10 kW DC-DC power platform for next-gen AI data centers and a new foundry partnership. The community remains divided, weighing the immense potential of its GaN and SiC technology for the energy-intensive AI sector against ongoing concerns about its valuation and the crucial absence of definitive, revenue-generating contracts.

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 following its Q4 earnings report, which highlighted robust revenue and expansion plans, sparking community debate over profitability challenges and whether its high valuation is justified amidst mixed performance metrics.

Warner Bros. Discovery, Inc. is a premier global media and entertainment company, which engages in the provision of a differentiated portfolio of content, brands, and franchises across television, film, streaming, and gaming. It operates through the following segments: Studios, Networks, Direct-to-Consumer (DTC), and Corporate. The Studios segment includes producing and releasing feature films for initial exhibition in theaters, producing and initial licensing television programs to networks services as well as third parties, distributing films and television programs to various third party, internal television, and streaming services, distribution through the home entertainment market related consumer products, and themed experience licensing and interactive gaming. The Networks segment focuses on domestic and international television networks. The DTC segment is involved in premium pay-television and streaming services. The company was founded on June 17, 1985 and is headquartered in New York, NY.

Warner Bros. Discovery Inc - Ordinary Shares - Class A

Warner Bros Discovery Inc

Warner Bros Discovery is trending as its board evaluates a revised offer from Paramount Skydance, which could be deemed a superior proposal, intensifying the bidding war and prompting community debate on whether Netflix will match or if regulatory hurdles will impact the high-stakes media acquisition.

Axon Enterprise, Inc. engages in the development, manufacture, and sale of conducted electrical weapons for personal defense. It operates through the TASER segment and Software and Sensors segment. The TASER segment sells conducted electrical weapons, accessories, and other related products and services. The Software and Sensors segment includes devices, wearables, applications, cloud, and mobile products. The company was founded by Patrick W. Smith and Thomas P. Smith on September 7, 1993 and is headquartered in Scottsdale, AZ.

Axon Enterprise Inc

Axon Enterprise is generating significant conversation following a strong Q4 earnings report and ambitious long-term revenue targets, with the community enthusiastically discussing its growth and potential impact from increasing body camera mandates, even as some debate its high valuation and recent market performance.

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ETFs to Watch as Walmart Shares Slip Despite Q4 Earnings Beat

Walmart shares slipped despite a Q4 beat and strong e-commerce growth. Should investors tap ETFs to ride its momentum while limiting stock risk?

Time to Load Up on Consumer Staples ETFs?

Volatility spikes, AI fatigue deepens and debt fears mount. Is it time to go defensive with consumer staples ETFs?

<ul class="summary-bullets"><li>This restructuring will include letting go of about 500 people, comprising around 100 layoffs at the store district level and about 400 across its supply chain sites, as per the memo cited in the report.</li><li>Newly-appointed CEO Michael Fiddelke is reportedly eyeing improved customer experience as his top priority in the firm. &nbsp;</li><li>Through this move, Fiddelke is looking to scale back the number of store districts and channel the money toward higher hours for store employees, as per the report.</li></ul>American retailer Target Corp. (TGT) is reportedly increasing its store staffing, but cutting back about 500 jobs across its distribution centers and regional offices.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/02/09/target-store-investment-job-cuts-customer-experience.html?__source&amp;#61;newsletter%7Cbreakingnews">report</a> from CNBC, citing an internal employee memo, the company is overhauling the way it operates its stores to improve the shopping experience and win back customers who had grievances over sloppy shelves, out-of-stock items, and long checkout lines.This restructuring will include letting go of about 500 people, comprising around 100 layoffs at the store district level and about 400 across its supply chain sites, as per the memo cited in the report.The memo comes from the company’s chief stores officer Adrienne Costanzo, and chief supply chain and logistics officer, Gretchen McCarthy, and was emailed to Target employees.<a href="https://stocktwits.com/symbol/TGT">Shares of TGT</a> were down about 0.09% at the time of writing.<h2 class="st-heading-2">Restructuring Rationale</h2>Newly-appointed CEO Michael Fiddelke, who took the helm at Target on Feb. 1, is reportedly eyeing improved customer experience as his top priority in the firm. &nbsp;Through this move, Fiddelke is looking to scale back the number of store districts and channel the money toward higher hours for store employees, as per the report.“This change also fuels our ability to put significantly more payroll in our stores – primarily in additional labor and hours where needed most, but also in new guest experience training for every team member at every store,” the email reportedly said.While CNBC said that a Target spokesperson did not specify the exact additional investment that is on the cards for Target stores, they said the layoffs will not impact starting wages for store workers, which currently range from $15 to $24 per hour based on location.In an earlier <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-02-04/target-s-new-ceo-addresses-loss-of-trust-with-shoppers-staff">report</a> from Bloomberg, Target’s Fiddelke reportedly said in his first town hall that the company had lost trust with some of its shoppers and employees. Fiddelke said he would work on rebuilding that connection. He also noted that the company hadn’t been “clear enough about who we are.”<h2 class="st-heading-2">Prior Layoffs</h2>In October 2025, Target announced that it would cut 1,800 corporate jobs, marking its first major round of job cuts in a decade, as per an earlier CNBC report. The layoffs were announced in a memo by Fiddelke.This represented about 8% of Target’s workforce at the time and included approximately 1,000 employee layoffs and around 800 positions the company said would not be filled.The retailer announced the job cuts amid efforts to revive growth after about four years of relatively flat sales, as market competition from companies like Walmart Inc. (WMT) and Costco Wholesale Corp. (COST) has intensified amid a tougher economic milieu.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around TGT shares declined from ‘neutral’ to ‘bearish’ territory over the past 24 hours amid ‘normal’ message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_10_at_2_59_13_AM_png_61392a0833.webp" alt="Screenshot 2026-02-10 at 2.59.13 AM.png" width="1268" height="156"></figure>&nbsp;Shares of TGT have declined about 12% 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/nike-owned-converse-to-lay-off-employees-amid-strategic-changes-to-recapture-sales-growth-report/cZbvJ5OR4oF">Nike-Owned Converse To Lay Off Employees Amid Strategic Changes To Recapture Sales Growth: Report</a>

 A Target store on February 21, 2025 in Peoria, Arizona. (Photo by Kevin Carter/Getty Images)

Target To Reportedly Beef Up Store Staffing, Cut 500 Jobs Elsewhere To Address Customer Complaints

According to a report from CNBC, citing an internal employee memo, the company is overhauling the way it operates its stores to improve experience and win back customers who had complaints about its operations.

Equity

 The Walmart Effect: ETFs in Focus After WMT Joins the $1 Trillion Club

WMT's rise to a $1 trillion market cap after a strong stock rally is putting Walmart-heavy ETFs firmly in the spotlight.

Should You Invest in the Fidelity MSCI Consumer Staples Index ETF (FSTA)?

ETFs to Gain as an Estimated 159M Shoppers Flocked to "Super Saturday"

Retail-focused ETFs could benefit as a record 158.9 million shoppers hit stores and online on Super Saturday, boosting late-season sales momentum.  

ETFs Likely to Benefit from Thanksgiving Weekend Sales

Thanksgiving shopping is set to boost retail and tech ETFs. XRT, IBUY, ONLN, IPAY, BPAY and PSCD could be the biggest winners of the holiday spending boom.

<ul class="summary-bullets"><li>Sources told CNBC that Walmart's move to acquire R&amp;A Data follows at least a year of working with the company.</li><li>Financial terms and timing of the potential deal have not yet been disclosed.</li><li>In August, Walmart reported that its online marketplace had posted more than 30% sales growth for four consecutive quarters.</li></ul>Walmart is reportedly in talks to acquire an Israeli startup, R&amp;A Data, to protect its online markets against scams, counterfeits, and other compliance issues.&nbsp;People familiar with the matter&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/11/19/walmart-in-talks-to-acquire-ra-data-to-fight-marketplace-counterfeits.html?&amp;qsearchterm&amp;#61;walmart">told</a> CNBC that R&amp;A Data has been working with Walmart as a third-party vendor since at least 2024, screening marketplace listings for compliance risks.After observing the company’s performance and capabilities, Walmart decided to pursue an acquisition, the sources said. Details of the potential deal, including financial terms, were not immediately available.<a href="https://stocktwits.com/symbol/WMT">Walmart’s stock</a> dipped 1.65% in midday trade as the broader market shed its morning gains. On Stocktwits, retail sentiment around the company improved to ‘neutral’ from ‘bearish’ territory over the past day.<h2 class="st-heading-2">Marketplace Growth Drives Acquisition Strategy</h2>The acquisition comes amid Walmart’s push to expand its third-party online sales, which have become a critical growth engine for the retail giant. The company has been looking to increase the variety of items available to shoppers as it looks to compete against the likes of Amazon (AMZN).Earlier this year, Walmart partnered with OpenAI to bring AI-driven shopping experiences via ChatGPT. It also rolled out new seller incentives and tried to expand overseas to capture a bigger market share.In August, the company said Walmart Marketplace had achieved more than 30% sales growth in each of the past four quarters and is significantly driving the retailer’s sustained success in e-commerce, which crossed $100 billion in global sales last year.In a separate report, CNBC had&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/11/19/walmart-in-talks-to-acquire-ra-data-to-fight-marketplace-counterfeits.html?&amp;qsearchterm&amp;#61;walmart">noted</a> that Walmart had loosened its vetting controls for sellers and products over time to scale its marketplace, a strategy that has raised concerns about counterfeit goods and compliance enforcement.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/semr-stock-rockets-70-pre-market-after-adobe-moves-on-1-9-b-semrush-deal/cLPoJvcREBO">SEMR Stock Rockets 70% Pre-Market After Adobe Moves On $1.9B Semrush Deal</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Walmart logo is seen near the store in Austin, United States on October 23, 2025. (Photo by Jakub Porzycki/NurPhoto via Getty Images)

Walmart In Talks to Acquire Israeli Startup To Boost Its Marketplace Security: Report 

People familiar with the matter told CNBC that R&A Data has been working with Walmart as a third-party vendor since at least 2024.

Coke & Pepsi Earnings to Lift Consumer Staples ETFs?

Coke (KO) & Pepsi (PEP) posted strong earnings, sparking likely gains in consumer staples ETFs like XLP, FSTA & VDC.


Here's Why It's Time to Revisit Consumer Staples ETFs

Rising inflation and weakening sentiment are driving investors toward defensive consumer staple ETFs.

Fidelity Covington Trust - Fidelity MSCI Consumer Staples Index ETF

Beat EPS and revenue

Beat EPS, miss revenue

Miss EPS, beat revenue

Miss EPS and revenue

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?

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Fidelity MSCI Consumer Staples Index ETF

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