SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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 after delivering an impressive earnings beat and strong guidance, affirming its central role in the AI industrial revolution. However, community discussion reflects frustration over the muted stock reaction, with many attributing it to market manipulation targeting options and ongoing concerns about export restrictions impacting its China revenue.

Rolls-Royce Holdings Plc designs, develops, manufactures, and services integrated power systems for use in the air, on land, and at sea. The company operates its business through following segments: Civil Aerospace, Power Systems, Defense and New Markets. The Civil Aerospace segment offers commercial aero engines and aftermarket services. The Power Systems segment includes engines, power systems and nuclear systems for civil power generation. The Defense segment consists of military aero engines, naval engines, submarines and aftermarket services. The New Markets segment includes development, manufacture and sales of small modular reactors (SMRs) and new electrical power solutions. The company was founded in March 1906 and is headquartered in London, the United Kingdom.

Rolls-Royce Holdings Plc - ADR

Rolls-Royce Holding PLC (ADR)

Rolls-Royce (RYCEY) is trending strongly as the company reported a significant rise in annual profits and announced a major share buyback program, fueling community enthusiasm for its robust turnaround and promising future across its civil aerospace, defense, and power systems segments.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

The Trade Desk is trending as its latest earnings report, which saw a beat on Q4 expectations but a miss on Q1 revenue guidance, has sparked a sharp debate among investors. Many are calling the resulting share price drop an overreaction or manipulation, pointing to the company's strong fundamentals and high customer retention, while others express concerns about management and future growth trajectory in the competitive ad-tech landscape.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQ is surging following a blowout Q4 earnings report that exceeded expectations and provided strong guidance, with investors highlighting strategic acquisitions and significant government contract awards as catalysts for continued growth and potential short covering.

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 experiencing a significant rally after reporting strong Q4 earnings that beat expectations, driven by substantial growth in USDC circulation and transaction volumes, alongside a bullish multi-year outlook. The community is actively discussing whether this surge is a massive short squeeze fueling institutional adoption for its stablecoin infrastructure, or if the stock is poised for a pullback given prior dilution concerns and overextended technicals.

Oil States International, Inc. engages in the provision of manufactured products and services used in the drilling, completion, subsea, production, and infrastructure sectors of the oil and natural gas industry, as well as in the industrial and military sectors. It operates through the following segments: Offshore Manufactured Products, Completion and Production Services, Downhole Technologies, and Corporate. The Offshore Manufactured Products segment is involved in the design, manufacture, and market of capital equipment utilized on floating production systems, subsea pipeline infrastructure, and offshore drilling rigs and vessels, along with short-cycle, and other products. The Completion and Production Services segment focuses on the provision of equipment and services that are used to establish and maintain the flow of oil and natural gas from a well throughout its life cycle. The Downhole Technologies segment refers to the provision of oil and gas perforation systems and downhole tools in support of completion, intervention, wireline, and well abandonment operations. The Corporate segment represents the corporate expenses, such as those related to corporate governance, stock-based compensation, and other infrastructure support. The company was founded in July 1995 and is headquartered in Houston, TX.

Oil States International, Inc.

Oil States International is a focus of market conversation following its recent Q4 earnings, which showed strength in offshore and international operations but continued weakness in U.S. land segments. This performance has sparked a divided community, with proponents emphasizing robust backlogs and cash flow, while skeptics point to financial health concerns and ongoing cyclical risks in the oilfield services sector.

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as digital video compact disc player, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

Taiwan Semiconductor is trending following exceptional Q4 earnings and strong 2026 guidance, which notably exceeded expectations and is seen by many as solidifying the AI supercycle's continued strength and demand for advanced chips. This pivotal role in the global semiconductor supply chain is underscored by a recent US-Taiwan trade deal offering tariff relief and encouraging increased domestic production.

Memecoin on Injective taken over by the community.

Nonja

NONJA is trending with increased price movement as its community highlights its strong position as the premier, unruggable meme coin on the Injective blockchain ($INJ). Investors are actively discussing $NONJA as a high-potential, leveraged play on Injective's robust ecosystem, high developer activity, and recent tokenomic proposals aimed at doubling its deflation rate.

D-Wave Quantum, Inc. engages in the development and delivery of quantum computing systems, software, and services. It provides customers with access to the company’s quantum computing systems via the cloud in the form of quantum computing as a service. It offers professional services such as customer assistance in identifying and implementing quantum-computing applications. The company was founded on January 25, 2022 and is headquartered in Palo Alto, CA.

D-Wave Quantum Inc

D-Wave Quantum is a major talking point ahead of its upcoming earnings report, with the community polarized between optimism for its dual-platform technology and recent government and enterprise contracts demonstrating real-world applications, versus concerns over its current valuation and path to profitability in the evolving quantum computing sector. Investors are closely watching if its lead in quantum optimization and planned gate-model launch will justify its market cap amidst high volatility.

Enovix Corp. engages in the design and development of silicon-anode lithium-ion batteries. The firm's proprietary 3D cell architecture increases energy density and maintains a high cycle life. It is also developing its 3D cell technology and production process for the electric vehicle and energy storage markets to help enable utilization of renewable energy. The company was founded by Mr. Harrold Jones Rust, III, Ashok Lahiri, and Murali Ramasubramanian in November 2006 and is headquartered in Fremont, CA.

Enovix Corporation

Enovix Corp

Enovix is actively discussed following its Q4 earnings report, which confirmed a smart eyewear purchase order and progress in defense programs; however, community sentiment is divided over continued delays in achieving smartphone battery qualification and persistent concerns about manufacturing yields and timelines.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

<ul class="summary-bullets"><li>Infleqtion expects quantum advantage at the 100-logical-qubit level by 2028, enabling breakthroughs in materials science.</li><li>Over time, quantum computing could expand into drug discovery and eventually tackle complex problems like breaking encryption, Kinsella added.</li><li>Kinsella views competition from tech giants as validation of the quantum opportunity and believes Infleqtion’s focused strategy positions it to outperform larger players.</li></ul>Fresh off its New York Stock Exchange debut on Tuesday, Infleqtion (INFQ) is turning its attention to the road ahead, emphasizing scale alongside investment in innovation. The company aims to ramp up sales of its quantum-sensing portfolio while advancing quantum computers toward commercial reality later this decade.In a conversation with Stocktwits, CEO Matthew Kinsella outlined the firm’s growth strategy and shared his perspective on the expanding opportunity within the broader quantum computing market.Congratulations on the business combination. So, where do you go from here?I'm making sure I tell the whole team that going public is not a finish line of any kind. It's refueling. It's supercharging. The answers are really twofold. In the quantum sensing side of our business, we have true quantum advantage, evidenced by the contract we announced with NASA, the clocks that we sell, and our quantum RF antennas. &nbsp;&nbsp; So we are going to continue to build out the go-to-market team and invest in R&amp;D to make that incredibly powerful technology smaller and cheaper. Think of us selling more sensors and investing in R&amp;D to drive down the cost and size of those products. That's one half of the answer.The other half of the answer is getting quantum computers to be commercially useful. We believe that will happen in 2028.So sell more quantum sensors. Get quantum computers to the point where they can do things that classical computers cannot, and then sell some quantum computers along the way. We've sold three already.As you work to make the technology more accessible, do you see a future where quantum solutions become practical for everyday applications as well?At the 100 logical cubit level, which we think we'll hit in 2028, we'll start to see quantum advantage in areas like materials science.Imagine if your iPhone could last a year on a charge, rather than just one night. How do we build more efficient jet fuels? If you think about what Elon Musk is struggling with right now with Starship, it's actually a material science problem. He needs to find materials that he can build these ships from that can withstand blast-off and return to Earth's orbit multiple times.&nbsp;&nbsp;&nbsp;That said, I think we have to go into this with a great deal of humility, because it's very hard to predict how these cutting-edge markets will develop over time.Over the past year, you’ve partnered with organizations including NASA and the Royal Navy. Which verticals are showing the most promise today?So our first commercialized product is our quantum clocks. The clocks which the world uses today to synchronize and operate critical infrastructure, ranging from RF networks to the electricity grid to data centers. They are basically part of this incredible GPS system that uses pretty precise clocks on satellites that orbit the Earth. But those clocks need to synchronize with these massive room-sized clocks on the Earth’s surface.The problem is that GPS is getting spoofed and denied more and more. The timing stamp isn't as reliable as it used to be. Our clocks provide better than GPS standard timing.The fact that these clocks are 100 to 1000 times more precise actually allows better performance of the underlying infrastructure, because better synchronization means you can eek more performance out of your infrastructure. So huge applications in the data center where everyone is trying to increase the performance of their underlying GPUs and get more out of the infrastructure that they have.If you look at the next-most-commercialized product in our portfolio, it’s our quantum RF antennas. We can turn atoms into antennas, and these atoms can receive the entire electromagnetic spectrum. There are obvious use cases in covert communications, the intelligence community, the Department of War, and all sorts of different military applications, but there's a very interesting, counterintuitive one in the high-frequency trading world.We can shrink massive antennas down to something very small, and that’s something that can be done for a fraction of the cost. Those huge antennas cost millions of dollars.&nbsp;&nbsp;Which segment currently generates the largest share of your revenue, and how do you expect that mix to evolve going forward?So, we did $29 million in revenue in 2024, and we were booked or awarded $50 million in 2025. Looking at 2024 revenue, it was skewed toward our sensing portfolio, but we also had a reasonable amount of compute revenue.&nbsp;As we look forward, I think we'll still see the majority of the opportunity for revenue generation, meaning greater than 50%, in the quantum sensing world. It will start to shift, though, toward quantum computing as quantum computers become commercially useful.Looking ahead, what types of partnerships will be most critical in shaping your company’s growth, and can you highlight a few key collaborations?Partnerships will remain an important part of our strategy going forward. And I'd think of them in a few different buckets – first, just with our customers. The U.S. and UK governments are very close partners, as we work with them to deploy our technologies and help them develop new ones.We announced a partnership with Safran. We are going to work with them to integrate some of their time transfer protocols that they've developed, so we can transfer time from our boxes more efficiently and also take advantage of the existing distribution networks they have.NVIDIA is another partnership I would highlight, and I'd also mention some U.S. government partners, but NASA is obviously an incredibly important partner for us as we continue to work to send more quantum into space.As the company scales, what are the bottlenecks you have faced, and what do you see as the biggest hurdles going forward?Well, I always think about the potential challenges that technology companies encounter in three buckets. You have technology challenges, execution challenges, and, finally, financing challenges that are also opportunities.I feel like we've got the technology where we need it, and now it's just following our roadmap to reach quantum advantage and computing. We're already there in our sensing portfolio. So, the technology we have faced challenges that effectively put risk off the table.Financing had always been a risk. It is always a risk for deep technology companies. We just took that risk off the table by raising $550 million in this transaction. So now it's all about execution. So that's the challenge we have control over and can execute.By simplifying complex technologies, your company could become an attractive acquisition target amid rising competition. How are you positioning the company to navigate this?Yeah, you mentioned the big players, IBM, Google, and Microsoft, all setting their sights on quantum. And the way I look at that is that it is very validating: the quantum opportunity is real, and these companies are focused on it.I do think you'll see consolidation in this market. It's natural for a deep-tech market to start consolidating at some point. I'm taking the company down this path because I think we have the opportunity to build a generational business here, and that's what I'm focused on. But if acquisition opportunities come along, we'll have to take them to the board and evaluate them on a case-by-case basis.Editor’s Note: The interview has been edited for clarity and length.Read also:<a href="https://stocktwits.com/news-articles/markets/equity/infleqtion-goes-public-ceo-calls-it-refueling-pitstop-interview/cZRWAkjR4uw/amp">&nbsp;Exclusive: Infleqtion Goes Public, But CEO Matthew Kinsella Believes It’s Just A ‘Refueling’ Pitstop</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Quantum Computing, Quantum Physics, Quantum mechanics, Science, Technology. (Representative image courtesy of Just_Super via Getty Images)

Exclusive: Infleqtion CEO Matthew Kinsella Outlines Post-IPO Playbook — Scale Quantum Sensing Portfolio, Deliver Commercially Viable Quantum Computers By 2028

In an exclusive interview with Stocktwits, CEO Kinsella highlighted growing demand for Infleqtion’s quantum sensing technologies, including ultra-precise clocks to counter GPS vulnerabilities.

Equity

In an exclusive interview with Stocktwits, CEO Kinsella highlighted growing demand for Infleqtion’s quantum sensing technologies, including ultra-precise clocks to counter GPS vulnerabilities. 

Palantir Surges on Earnings Strength: Time to Buy PLTR-Heavy ETFs?

Palantir's Q4 beat and strong guidance lifted PLTR, boosting ETFs like PLTW, IGV and SHLD, though valuation concerns persist.

<ul class="summary-bullets"><li>Oracle plans to issue the bonds in a single tranche, and the offering may be divided into up to eight parts.</li><li>Bond maturities shall range from three to 40 years.</li><li>On Sunday, the company announced its plan to raise $45 billion to $50 billion in total funding through a combination of debt and equity instruments.</li></ul>Oracle Corp. (ORCL) has reportedly launched a major U.S. dollar bond offering, expected to be in the range of $20 billion to $25 billion.&nbsp;Earlier, the company announced it was looking to raise between $45 billion and $50 billion through a mix of debt and equity sales to ramp up its cloud business. infrastructure capabilities.<h2 class="st-heading-2">Debt Structure</h2>According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-02-02/oracle-kicks-off-8-part-dollar-bond-sale-amid-ai-borrowing-push">report</a>, the bond issuance, projected to total roughly $20 billion to $25 billion, will cover about half of Oracle’s 2026 financing needs. The remaining planned funding will come from equity-linked and common stock sales, signaling a multi-pronged strategy to support growth initiatives.<a href="https://stocktwits.com/symbol/ORCL">Oracle stock</a> traded over 3% higher on Monday morning. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory while 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_02_091944_png_b2a93bce82.webp" alt="PLTR’s Sentiment Meter and Message Volume as of 09:45 a.m. ET on Feb. 2, 2026 | Source: Stocktwits" width="930" height="99"><figcaption>PLTR’s Sentiment Meter and Message Volume as of 09:45 a.m. ET on Feb. 2, 2026 | Source: Stocktwits</figcaption></figure>The stock saw 641% increase in retail chatter over 24 hours as of Monday morning. The bond’s maturities range from three to 40 years, the report stated.&nbsp;<h2 class="st-heading-2">Strategic Rationale</h2>The move reflects Oracle’s effort to finance the expansion of AI-driven cloud services for major clients. The company previously raised $18 billion in September 2025, after cementing a $300 billion contract with OpenAI.&nbsp;&nbsp;On Sunday, the company announced its plan to raise $45 billion to $50 billion in total funding through a combination of debt and equity instruments.“Oracle is raising money in order to build additional capacity to meet the contracted demand from our largest Oracle Cloud Infrastructure customers, including AMD, Meta, NVIDIA, OpenAI, TikTok, xAI and others,” the company stated.&nbsp;Oracle’s approach comes amid an increasingly competitive cloud landscape, with rivals such as Microsoft (MSFT) and Amazon.com (AMZN) also investing heavily in infrastructure.&nbsp;ORCL stock has declined by over 1% in the last 12 months.&nbsp; Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/verizon-rexecutive-shakeup-service-outages-rival-pressure/cZbgVYGR4k9">Verizon Reportedly Considers Executive Shakeup Amid Service Outages And Rival Pressure</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Oracle logo is displayed on a mobile phone with the company's branding seen in the background in this photo illustration.

ORCL Stock In Focus As Tech Giant Reportedly Launches Bond Offering To Cover Half Of 2026 Funding Needs

According to a Bloomberg report, the bond issuance, projected to total roughly $20 billion to $25 billion, will cover about half of Oracle’s 2026 financing needs.

<ul class="summary-bullets"><li>Phillip Securities launched coverage on Palantir with a ‘Buy’ rating.</li><li>The firm stated that Palantir’s long-term growth prospects hinge on expanding product demand and a market that remains largely untapped.&nbsp;</li><li>Palantir is expected to report fourth-quarter earnings on February 2.</li></ul>Palantir Technologies Inc. (PLTR) drew investor focus on Thursday after Phillip Securities launched coverage with a bullish outlook, assigning a ‘Buy’ rating and a $208 price target.&nbsp;The target implies a potential 26% upside to Palantir’s closing price as of Wednesday.&nbsp;Phillip Securities stated that Palantir’s long-term growth prospects hinge on expanding product demand and a market that remains largely untapped.&nbsp;Palantir has captured only a tiny portion of its potential revenue pool, accounting for about 2.4% of a $119 billion opportunity identified in 2020, leaving room for sizeable expansion if adoption accelerates in commercial and government sectors, the firm added.&nbsp;&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2><a href="https://stocktwits.com/symbol/PLTR">Palantir stock</a> traded over 1% higher in Thursday’s premarket. On Stocktwits, retail sentiment around the stock jumped to ‘bullish’ from ‘neutral’ territory the previous day. Message volume changed to ‘high’ from ‘normal’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_22_092031_png_86f1f1cc67.webp" alt="PLTR’s Sentiment Meter and Message Volume as of 09:00 a.m. ET on Jan. 22, 2026 | Source: Stocktwits" width="935" height="107"><figcaption>PLTR’s Sentiment Meter and Message Volume as of 09:00 a.m. ET on Jan. 22, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Deals At Davos&nbsp;</h2>On Wednesday, Palantir signed several deals&nbsp;at the World Economic Forum (WEF) meeting in Davos, Switzerland. The company has partnered with U.K.-based AI company Sovereign AI (S-AI) and Accenture to develop advanced sovereign AI data centers across Europe, the Middle East, and Africa, with plans to expand into the Asia-Pacific region.&nbsp;Additionally, Palantir also strengthened its agreement with HD Hyundai. The partnership broadens the use of Palantir’s Foundry and AI Platform across shipbuilding, energy, construction equipment, robotics, and marine services.Last week, Citi upgraded the stock to ‘Buy’ from ‘Neutral’ and lifted its price target to $235, citing expectations for much higher consensus forecasts in 2026, according to The Fly. The bank pointed to faster enterprise adoption and rising defense spending as major growth drivers.Palantir is expected to report fourth-quarter earnings on February 2. Analysts see a revenue of $1.34 billion and earnings per share (EPS) of $0.23, according to Fiscal AI data.&nbsp;PLTR stock has gained 115% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-glsi-stock-surging-premarket-today/cmUzwq3R4QY">Why Did Greenwich LifeSciences Stock Soar Pre-Market Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Palantir Technologies logo is displayed on a mobile phone in this photo illustration in Brussels, Belgium, on August 6, 2025.

Palantir’s AI Potential Spurs New Buy Call From Phillip Securities – Firm Sees 26% Upside Potential

Palantir has captured only a tiny portion of its potential revenue pool, accounting for about 2.4% of a $119 billion opportunity identified in 2020, the firm said.

<ul class="summary-bullets"><li>Palantir also strengthened its alliance with HD Hyundai in a deal reportedly worth ‘‘hundreds of millions of dollars”.</li><li>Both agreements were signed at the World Economic Forum (WEF) meeting in Davos, Switzerland.</li><li>CEO Alex Karp reportedly said Palantir remains firmly focused on the U.S. market and does not consider international corporate sales as a major priority.</li></ul>Palantir Technologies Inc. (PLTR) garnered retail buzz on Wednesday, driven by a series of partnerships to advance AI-based infrastructure.The stock slid 0.2% in pre-market trading on Wednesday, with <a href="https://stocktwits.com/symbol/PLTR">PLTR</a> among the top trending tickers on Stocktwits at the time of writing.Over the past 24 hours, message volumes on PLTR increased more than 200%, according to Stocktwits data. &nbsp;<h2 class="st-heading-2">Partnerships with S-AI and HD Hyundai</h2>Palantir tied up with UK-based AI firm Sovereign AI (S-AI) and Accenture to build next-generation sovereign AI data centers across Europe, the Middle East, and Africa, with plans to expand into Asia-Pacific. The collaboration will support the rollout of Dell AI Factory and NVIDIA-powered data centers designed to handle high-intensity AI workloads.Palantir’s Chain Reaction platform will help develop the full infrastructure lifecycle, from power generation to compute deployment, while Accenture will handle digital transformation, operations, and delivery.Prior to that, Palantir strengthened its alliance with HD Hyundai, its largest and longest-running partnership in South Korea. The partnership broadens the use of Palantir’s Foundry and AI Platform across shipbuilding, energy, construction equipment, robotics, and marine services. The partners also plan to establish a Center of Excellence to drive AI adoption across the HD Hyundai Group.According to a Reuters report on Tuesday, the HD Hyundai deal is worth ‘hundreds of millions of dollars’ to Palantir over several years.Both agreements were signed at the World Economic Forum (WEF) meeting in Davos, Switzerland.Speaking on the sidelines of the event, CEO Alex Karp reportedly said Palantir remains firmly focused on the U.S. market, adding that, outside of Korea, international corporate sales are not a major priority for the company."We're doing so well in America, we have to selectively engage abroad,” he said.<h2 class="st-heading-2">What Are Analysts Saying?</h2>Last week, Citi upgraded Palantir to ‘Buy from ‘Neutral’ and raised its price target to $235, citing expectations for significantly higher consensus estimates in 2026, according to The Fly. The firm sees accelerating enterprise adoption and rising defense budgets as key drivers, describing a potential “supercycle” for Palantir’s government business and forecasting a 70%-80% revenue growth in 2026.&nbsp;Separately, Truist initiated coverage with a ‘Buy’ rating and a $223 price target. Truist highlighted Palantir’s unique market position and strong exposure to AI adoption across both government and enterprise customers. The firm also expects Palantir to maintain healthy margins while benefiting from AI-driven revenue growth.<h2 class="st-heading-2">What Is Retail Saying?</h2>Sentiment on Stocktwits changed to ‘neutral’ from ‘bearish’ a day earlier.One user noted the stock breaking to the downside.<stembedurl>https://stocktwits.com/peloswing/message/642346837</stembedurl>Another bearish user saw the stock as overvalued.<stembedurl>https://stocktwits.com/GRTiVST/message/642384227</stembedurl>The stock has gained over 130% in the past year.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/why-did-avr-stock-surge-pre-market-today/cmUDFTBR4fG">Why Did AVR Stock Surge Pre-Market Today?&nbsp;</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Palantir logo is displayed on a mobile phone with a financial stock graph seen in the background, in this photo illustration in Brussels, Belgium, on November 3, 2025.

PLTR Stock Garners Retail Attention On AI Infrastructure Deals At Davos

Palantir partnered with UK-based AI firm Sovereign AI (S-AI) and Accenture to build next-generation sovereign AI data centres across Europe, the Middle East, and Africa, with plans to expand into Asia-Pacific.

ETFs to Watch as Oracle Dips Despite Beating on Q2 Earnings

ORCL's post-earnings slide opens a window for investors eyeing ETF exposure as the cloud giant beats profit expectations but misses on revenues. 

The Zacks Analyst Blog Highlights Palantir, Direxion Daily PLTR Bull 2X Shares, GraniteShares 2x Long PLTR Daily ETF, iShares U.S. Tech Independence Focused ETF, iShares Expanded Tech-Software Sector ETF and Global X Defense Tech

PLTR hits $1B revenue for the first time, boosting PLTU, PTIR, IETC, IGV, and SHLD as AI-driven growth fuels ETF gains.

ETFs to Ride on Palantir's First Billion-Dollar Quarter Revenues

PLTR tops $1B in Q2 revenues for the first time, fueling ETFs like PLTU, IGV, IETC, and SHLD that are tied to the stock's surge.


IETC
iShares US Tech Independence Focused ETF

Feed

News

Sentiment

Fundamentals

Info

Latest IETC News

IETCiShares US Tech Independence Focused ETF