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$WAGMI is a community-driven meme token built on the Solana blockchain, designed to bring positivity, unity, and humor into the crypto space. The project encourages community engagement through memes, social interaction, and token-based activities. It leverages Solana’s fast and low-cost infrastructure to allow for smooth on-chain interactions, such as token transfers, community games, and NFT integration. The goal is to foster a fun, inclusive ecosystem where holders feel they are part of a larger movement – "We Are Gonna Make It."

WAGMI

WAGMI CRYPTO is trending as its dedicated community rallies around the "We're All Gonna Make It" mantra, emphasizing ongoing building, new partnerships, and strengthened liquidity with USDC and USDT pools on Solana.

Eastman Kodak Co. engages in the provision of analog and digital innovations. It operates through the following segments: Traditional Printing, Digital Printing, Advanced Materials and Chemicals, and Brand. The Traditional Printing segment consists of Prepress Solutions, which includes Kodak's digital offset plate offerings and computer-to-plate imaging solutions. The Digital Printing segment contains Electrophotographic Printing Solutions, Prosper, Versamark and Software. The Advanced Materials and Chemicals segment consists of four lines of business: Industrial Film and Chemicals, Motion Picture, Advanced Materials and Functional Printing, and Kodak Services for Business (KSB). The Brand segment includes licensing of the Kodak brand to third parties. The company was founded by George Eastman in 1880 and is headquartered in Rochester, NY.

Eastman Kodak Co.

Eastman Kodak is trending following its recent expansion into U.S.-made regulated pharmaceutical products and renewed speculation about significant government contracts for domestic API manufacturing. The community is highly anticipating a "Kodak moment" surge, linking the company's strengthened balance sheet and strategic pivot to national security priorities for pharmaceutical supply chains.

Moo Deng

MOODENG CRYPTO is experiencing heightened community speculation and trading volume, driven by its history of explosive price movements and a low market cap on platforms like Robinhood. Traders are actively debating its potential for another significant rally amidst wider crypto market sentiment, even as some question its volatility and see it as a pump-and-dump asset.

Eagle Materials, Inc. engages in the provision of heavy construction materials and light building materials. It operates through the following business segments: Cement, Concrete and Aggregates, Gypsum Wallboard, and Recycled Paperboard. The Cement segment deals with the manufacture, production, distribution, and sale of Portland cement. The Concrete and Aggregates segment is involved in mixing cement, sand, gravel, or crushed stone and water to form concrete, which is then sold and distributed to construction contractors. The Gypsum Wallboard segment mines and extracts natural gypsum rock, which is used in the manufacture of gypsum wallboard. The Recycled Paperboard segment processes paper fiber, water, and paper chemicals to form recycled paperboards that are sold to gypsum wallboard manufacturers. The company was founded in 1963 and is headquartered in Dallas, TX.

Eagle Materials Inc.

Eagle Materials is trending due to mixed analyst actions, including a recent downgrade by JP Morgan, and a past earnings miss that has fueled divided community sentiment. While some investors perceive the stock as undervalued given its record sales and profitability, others emphasize its volatility and execution risks within the broader construction materials sector, which has faced weather-related impacts.

PENGU is the official coin of Pudgy Penguins.  Pudgy Penguins has become the face of crypto with one of the most influential communities in the industry. From large companies wearing the Penguin, to being featured in ETF commercials, to garnering millions of followers and over 100 billion views, the Pengu has become a cultural icon making PENGU the world’s social currency.  PENGU allows for the ever-expanding Pudgy Penguin fanbase and the hundreds of millions of people outside of crypto that see and share the Pudgy Penguin everyday, to join The Huddle. PENGU is a symbol for community, memes, and good vibes.  Believe in Pengu. Believe in the Prophecy.

Pudgy Penguins

PENGU is trending following its high-profile advertising campaign on the Las Vegas Sphere and recent collaborations with brands like the NHL and Care Bears, signaling a push for mainstream integration. While many in the community are buying the dip and bullish on its real-world utility and long-term brand potential, others remain cautious of its price volatility amidst broader meme coin market trends.

OneStream, Inc. is a holding company, which engages in the development of an artificial intelligence (AI) based enterprise finance platform. The firm offers Digital Finance Cloud, an AI-enabled and extensible software platform that unifies core financial functions and operational data and processes. The company was founded by Robert Powers, Craig Colby and Thomas Shea on October 15, 2021 and is headquartered in Birmingham, MI.

OneStream Inc. - Ordinary Shares - Class A

OneStream is trending after announcing its acquisition by private-equity firm Hg Capital in an all-cash deal, which offers a notable premium to its prior market value. This news is driving conversations about the deal's impact on the stock's future upside, especially given the company's recent performance in a challenging software market.

SolarEdge Technologies, Inc. engages in the development of energy technology, which provides inverter solutions. The firm operates through the following segments: Solar and All Other. The Solar segment includes the design, development, manufacturing, and sales of an inverter solution designed to maximize power generation. The All Other segment includes the design, development, manufacturing and sales of UPS products, energy storage products, e-Mobility products, and automated machines. Its products and services include photovoltaic inverters, power optimizers, photovoltaic monitoring, software tools, and electric vehicle chargers. The company was founded by Guy Sella, Lior Handelsman, Yoav Galin, Meir Adest, and Amir Fishelov on August 7, 2006 and is headquartered in Herzliya, Israel.

Solaredge Technologies Inc

SolarEdge Technologies is currently experiencing extreme volatility and a significant rally, driven by news of its collaboration on high-efficiency power infrastructure for AI data centers. The community is sharply divided between those anticipating a continued short squeeze and further upside fueled by the AI narrative and high short interest, and bears highlighting the company's financial losses and broader industry headwinds.

Smithfield Foods, Inc. operates as a meat-processing company. The firm processes and produces pork and hog. Its brands include Smithfield, Eckrich, Nathan's Famous, Farmland, and Armour. The company was founded by Joseph Williamson Luter, Sr. and Joseph Williamson Luter, Jr. in 1936 and is headquartered in Smithfield, VA.

Smithfield Foods, Inc.

Smithfield Foods Inc.

Smithfield Foods is trending due to its strategic acquisition of the Nathan's Famous hot dog brand, alongside a series of strong earnings reports and analyst upgrades. The community is actively discussing the company's solid fundamentals and defensive sector appeal, while some express reservations about its foreign ownership.

Littelfuse, Inc. is an industrial technology manufacturing company, which engages in the business of designing, manufacturing, and selling electronic components, modules, and subassemblies to empower the long-term secular growth themes of sustainability, connectivity, and safety. It operates through the following segments: Electronics, Transportation, and Industrial. The Electronics segment includes a broad range of end markets including industrial motor drives, power conversion, automotive electronics, electric vehicle and related charging infrastructure, aerospace, power supplies, data centers and telecommunications, medical devices, alternative energy and energy storage, building and home automation, appliances, and mobile electronics. The Transportation segment focuses on circuit protection, power control, and sensing technologies for global original equipment manufacturers, tier-one suppliers and parts, and aftermarket distributors in passenger vehicle, heavy-duty truck and bus, off-road and recreational vehicles, material handling equipment, agricultural machinery, construction equipment, and other commercial vehicle end markets. The Industrial segment offers industrial circuit protection, industrial controls, and temperature sensors for use in various applications such as renewable energy and energy storage systems, industrial safety, factory automation, electric vehicle infrastructure, HVAC systems, non-residential construction, MRO, and mining. The company was founded by Edward V. Sundt in 1927 and is headquartered in Rosemont, IL.

Littelfuse, Inc.

Littelfuse (LFUS) is trending as strong Q4 adjusted earnings and revenue beats, coupled with strategic moves like the Basler deal and an analyst upgrade, spark community discussion of a potential 'monster run' and bullish technical setups, signaling renewed momentum in industrial technology.

Arqit Quantum, Inc. engages in the provision of cybersecurity services via satellite and terrestrial forms. Its product is QuantumCloud which secures devices with cloud-based quantum encryption. The company was founded by David John Williams and David James Bestwick on April 26, 2021 and is headquartered in London, the United Kingdom.

Arqit Quantum Inc

Arqit Quantum is gaining attention following its recent acquisition of Ampliphae's technology IP and partnership with the Oracle Defense Ecosystem, with community discussion highlighting its low market capitalization relative to quantum computing peers and potential for a significant short squeeze as the demand for quantum-safe encryption intensifies.

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<ul class="summary-bullets"><li>He flagged the company’s India-centric body shop model and recent software acquisitions.</li><li>Chanos noted that IBM’s greatest innovations in the 21st century have been in financial engineering, adding that the company was a leader in AI until fifteen years ago.&nbsp;</li><li>In its latest quarterly report, IBM posted a 12% growth in revenue, beating Wall Street’s estimates.</li></ul>Jim Chanos, the founder of Kynikos Associates, who shot to fame after predicting Enron's collapse, flagged that artificial intelligence is a threat and not an opportunity for International Business Machines Corp. (IBM).In a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/RealJimChanos/status/2021979120033575074">post</a> and subsequent comments on X, the short seller said that IBM is essentially a marketing and consulting company, not a cutting-edge AI company.“Are investors finally beginning to connect the AI-risk dots at $IBM…?!” Chanos posted, flagging the company’s “India-centric body shop model” and recent software acquisitions. He added that the company is still trading at a premium to other hyperscalers.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_13_at_4_31_44_AM_png_c8d64eaa0c.webp" alt="Screenshot 2026-02-13 at 4.31.44 AM.png" width="1190" height="310"></figure>&nbsp;Shares of IBM ended Thursday’s trading session about 4.8% lower amid a broader tech rout. The stock has also been weighed down after its spin-off, Kyndryl Holdings, launched a <a href="https://stocktwits.com/news-articles/markets/equity/kyndryl-blowup-jpmorgan-double-downgrades-stock/cZbxxSKR4Yd">review</a> of its accounting practices and the exit of its top financial and legal executives.<h2 class="st-heading-2">Chanos Highlights IBM’s Model</h2>Chanos noted that IBM’s greatest innovations in the 21st century have been in financial engineering, also adding that the company was a leader in AI until fifteen years ago.He highlighted IBM Watson, the company’s suite of AI-powered enterprise services and tools developed between 2004 and 2011, which has now been rebranded under the WatsonX portfolio. “IBM is a marketing company, not a technology leader,” Chanos emphasized again in an X comment on Thursday.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_13_at_4_32_40_AM_png_f8522a5d90.webp" alt="Screenshot 2026-02-13 at 4.32.40 AM.png" width="1180" height="306"></figure>&nbsp;Chanos went on to highlight how software continues to get a revenue boost from acquisitions, “which no one deducts from the $IBM FCF definition.”<h2 class="st-heading-2">Earnings Results</h2>The short seller’s comments come a few weeks after the software giant reported strong fourth-quarter (Q4) 2025 <a href="https://stocktwits.com/news-articles/markets/equity/why-did-ibm-stock-surge-over-7-in-after-hours-trading-today/cmyLxZ8R40U">results</a> that topped street expectations.CEO Arvind Krishna touted IBM’s generative AI, saying that the book of business stands at over $12.5 billion, adding that AI customers are shifting from experimenting to scaling.IBM posted a 12% growth in revenue to $19.7 billion, beating Wall Street’s estimates of $19.23 billion and also reported a beat in its adjusted earnings to $4.52 per share compared with $4.32 expectations.The strong results were bolstered by IBM’s software unit performance, which includes its AI, automation, data offerings. Revenue for the unit climbed 14% to $9 billion.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around IBM shares remained in the ‘bullish’ territory over the past 24 hours amid ‘high’ message volumes.<a href="https://stocktwits.com/symbol/IBM">IBM shares </a>have gained 1.45% 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/csco-stock-why-does-the-street-see-an-upside/cZRTuqpR4rw">CSCO Stock Tumbles Amid Gross Margin Miss — Why Does The Street See An Upside?</a>

Chip maker IBM logo is seen at the Mobile World Congress 2025 (MWC) at the Fira de Barcelona. (Photo by Davide Bonaldo/SOPA Images/LightRocket via Getty Images)

IBM Faces AI Threat, Not Opportunity, Says Short Seller Who Predicted Enron’s Collapse

Jim Chanos, the founder of Kynikos Associates, said in an X post on Thursday that IBM is essentially a marketing and consulting company, not a cutting-edge AI company.

Equity

<ul class="summary-bullets"><li>For Q1 2026, the company guided to revenues between $1.745 billion and $1.775 billion, higher than street estimates.&nbsp;</li><li>One bullish user on Stocktwits called APP a ‘keeper’ and predicted a price of high-$500.</li></ul>Shares of Applovin Corp. (APP) dipped more than 7% after-hours on Wednesday despite the company reporting fourth-quarter (Q4) results that topped Wall Street estimates.The company also guided to higher earnings in the upcoming quarter, also above analysts’ expectations.On Stocktwits, retail sentiment for APP shares remained in the ‘bullish’ territory over the past 24 hours amid ‘high’ message volumes. Retail investors called the drop a buying opportunity amid higher earnings and raised expectations.<h2 class="st-heading-2">What Are Stocktwits Users Saying?</h2>One Stocktwits user said that the stock’s drop after its results makes no sense, given that APP ‘crushed earnings, raised expectations.’ The user opined that the drop was related to tech and artificial intelligence market sentiment, calling this an ‘excellent buying opportunity.’<stembedurl>https://stocktwits.com/Saunson69/message/644731965</stembedurl>&nbsp;Another bullish user echoed the sentiment, adding that market makers are ‘killing the options players!’<stembedurl>https://stocktwits.com/LongLTC/message/644732832</stembedurl>&nbsp;A third bullish user compared APP’s total valuation to Microsoft and Google, saying the company was less expensive but boasted of a much higher revenue growth.<stembedurl>https://stocktwits.com/Phillycheesesteak1/message/644735534</stembedurl>&nbsp;Another user called the stock a ‘keeper’ and predicted a price of high-$500. Shares of APP were trading around $456.81 at the time of writing.<stembedurl>https://stocktwits.com/lousyjets/message/644736488</stembedurl><h2 class="st-heading-2">&nbsp;</h2><h2 class="st-heading-2">Earnings Update</h2>Applovin posted about 66% growth in Q4 revenue, clocking $1.66 billion in the quarter, ahead of $1.61 billion street consensus, according to data from Fiscal.ai.The company also posted earnings per share of $3.24, beating analyst expectations of $2.96.For the first-quarter (Q1) of 2026, the company guided to revenues between $1.745 billion and $1.775 billion, significantly higher than street estimates of $1.687 billion.<h2 class="st-heading-2">Recent Fraud Allegations</h2>Last month, APP shares fell after CapitalWatch alleged that the company’s key shareholders Hao Tang and Ling Tang were tied to a transnational illicit capital network. In the report, the short-seller said that the shareholders leveraged AppLovin’s platform to launder billions via advertising transactions.However, earlier this month, CapitalWatch <a href="https://stocktwits.com/news-articles/markets/equity/money-laundering-claims-on-applovin-shareholder-retracted-by-capitalwatch/cZbve2pR4om">retracted</a> its claims and issued an apology, stating that a rigorous internal review of the report revealed an insufficient independent verification process.<a href="https://stocktwits.com/symbol/APP">Shares of APP</a> have gained more than 21% 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/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, the AppLovin Corporation logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

APP Stock Slumps After-Hours Despite Strong Q4 Earnings — Why Does Retail See This As A Buying Opportunity?

Applovin posted 66% growth in Q4 revenue, clocking $1.66 billion in the quarter, and also posted EPS of $3.24, beating analyst expectations. 

<ul class="summary-bullets"><li>Altruist’s new tool will help advisors to create fully personalized tax strategies for clients by reading and interpreting their 1040s, paystubs,&nbsp;and account statements.</li><li>Altruist said that tax planning is governed by zero data retention agreements with Hazel’s AI model providers.</li><li>Shares of other financial services stocks like Raymond James and Stifel Financial were also down.&nbsp;</li></ul>Shares of Charles Schwab (<a href="https://stocktwits.com/symbol/SCHW">SCHW</a>) fell more than 8% on Tuesday and was the top trending stock on Stoctwits amid wider selloff in financial services stocks.&nbsp;The selloff came after technology platform Altruist on Tuesday launched a new AI-powered tax planning tool within its Hazel platform causing a stir among investors over the firm's advisory practice.&nbsp;At the time of writing, shares of Raymond James Financial plummeted 8% and Stifel Financial was down 5%.&nbsp;<h2 class="st-heading-2">Altruist’s New Tool</h2>The new capability will help advisors create fully personalized tax strategies for clients by reading and interpreting their 1040s, paystubs, account statements, meeting notes, emails, and custodial and customer relationship management (CRM) data, and applying deep tax logic to the analysis.“Tax planning is one of the most powerful ways advisors can improve outcomes, but it’s also slow and mentally draining, especially in the busy tax season,” said Jason Wenk, Founder and CEO of Altruist. “Hazel’s tax planning feature flips that dynamic. It expands what a single advisor can handle, raises the bar on outcomes, and makes average advice a lot harder to justify.”Altruist said that tax planning is governed by zero data retention agreements with Hazel’s AI model providers, meaning they are prohibited from retaining any data from Altruist or its customers. And this data is not used to train AI models.<h2 class="st-heading-2">Latest Earnings</h2>Charles Schwab in its latest fourth quarter earnings posted a revenue of $6.34 billion, a 19% jump from the year-ago quarter. However, it missed analyst estimates of $6.39 billion.&nbsp;Its adjusted profit of $1.39 per share for the quarter saw a 38% rise from a year-ago quarter and came in line with Wall Street expectations.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around SCHW trended in ‘bullish’ territory amid ‘extremely high’ message volume.&nbsp;One bullish user called the stock move an ‘overreaction’.<stembedurl>https://stocktwits.com/Bazzzigar/message/644591685</stembedurl>Another user said that “close to 100% of all the selloffs caused by "AI disrupting a sector" are an exaggerated reaction and a good buying opportunity in many cases”.&nbsp;<stembedurl>https://stocktwits.com/gabbs/message/644590479</stembedurl>Shares in the company have risen 20.6% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/market-rally-helps-us-stock-turnover-to-top-usd1-trillion-as-per-bloomberg-intelligence/cZbUhhzR4pK">Market Rally Helps US Stock Turnover To Top $1T A Day, Bloomberg Intelligence Says</a> For updates and corrections, email newsroom[at]stocktwits[dot]com.

Close-up of sign with logo at Charles Schwab financial adviser branch in Pleasanton, California, March 26, 2018. 

Why Is Charles Schwab Stock Diving More Than 8% Today?

The selloff in SCHW stock came after technology platform Altruist on Tuesday launched a new AI-powered tax planning tool within its Hazel platform causing a stir among investors over the firm's advisory practice. 

<ul class="summary-bullets"><li>CapitalWatch said that an internal review revealed that an insufficient independent verification process of the Court of Bordeaux judgement led to the erroneous association of the document with Hao Tang.</li><li>The company also said that its allegations of direct connections between Tang and other persons cited in the earlier report were inaccurate and failed to meet its publication standards.</li><li>However, CapitalWatch said that its stance on AppLovin’s “complex financial structure” remains unchanged.</li></ul>Independent news organization CapitalWatch has retracted its claims of financial crimes by AppLovin Corporation’s (APP) primary shareholder, Hao Tang.In a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.capitalwatch.com/">post</a> published on its website dated Feb. 4, 2026 and subsequently shared in an X <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/CapitalwatchNow/status/2020722163091959904">post</a> on Monday, the short seller issued an apology, stating that it is “formally retracting specific characterizations and allegations contained therein regarding Mr. Tang Hao.”On Jan. 20, CapitalWatch alleged in a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.capitalwatch.com/#article/2026-01-19-laundromat">report</a> that AppLovin’s shareholders, Hao Tang and sister Ling Tang, laundered billions of dollars in black money. The report also claimed relationships with transnational criminal syndicates.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_09_at_11_51_04_PM_png_71708c3d31.webp" alt="Screenshot 2026-02-09 at 11.51.04 PM.png" width="1379" height="1399"></figure>&nbsp;Shares of APP rose almost 15% on Monday at the time of writing.<h2 class="st-heading-2">Retraction Details</h2>In its note, CapitalWatch said that a rigorous internal review of the report revealed that an insufficient independent verification process of the Court of Bordeaux (France) judgement led to the company “erroneously” associating the document with Hao Tang.The company added that its allegations of direct connections between Tang and other persons cited in the earlier report, including Chen Zhi, Prince Group, Jin Bei Group, Tang Jun, and Yang Zhihui, were “inaccurate and failed to meet our publication standards,” which the short-seller said usually requires multiple non-anonymous sources to verify.“Our review concluded that while the macro data and transaction structures highlighted in the original report warrant market scrutiny, the information currently available is legally insufficient to attribute these complex capital operations directly and exclusively to Mr. Tang,” the company said.“We have chosen to retract the allegations directed at Mr. Tang personally out of strict adherence to evidentiary principles, not as a denial of the objective market phenomena observed,” it added.However, CapitalWatch said that its stance on AppLovin’s “complex financial structure” remains unchanged, and that it will continue to independently analyze public market data on the firm.<h2 class="st-heading-2">Original Allegations</h2>In its original <a href="https://stocktwits.com/news-articles/markets/equity/applovin-draws-retail-buzz-after-critical-report-stock-plunge/cmUuPJOR49A">report</a>, CapitalWatch alleged that AppLovin’s core shareholder structure is linked to a transnational network of illicit capital flows spanning China, Southeast Asia, and the United States.The short-seller said funds tied to China’s collapsed P2P lending platform Tuandai.com and large-scale offshore gambling operations were allegedly funneled through complex legal entities and offshore structures into U.S.-listed assets.The report claimed that key figures, including AppLovin shareholder Hao Tang and Cambodian tycoon Zhi Chen, operated within overlapping financial and business networks connected to transnational criminal organizations.It also said that AppLovin’s technology platform served as a critical infrastructure for a laundering mechanism.AppLovin and its CEO denied the allegations and had demanded a retraction in a cease-and-desist letter at the time.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around APP shares remained in the ‘bullish’ territory over the past 24 hours amid ‘high’ message volumes.One Stocktwits user said an apology would not be enough and that the short-seller should be sued or fined.<stembedurl>https://stocktwits.com/jurisdoctor/message/644474446</stembedurl>&nbsp;Another user called it a ‘manipulation’ and said CapitalWatch should be investigated.<stembedurl>https://stocktwits.com/Murph934/message/644474929</stembedurl>&nbsp;<a href="https://stocktwits.com/symbol/APP">Shares of APP</a> slid after the original report, but have gained over 21% 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/why-are-clf-shares-down-today-q4-2025/cZbvdSSR4oi">Why Are CLF Shares Down Over 19% Today?</a>

 In this photo illustration, the logo of AppLovin is displayed on the screen of a smartphone. 

Money Laundering Claims On AppLovin Shareholder Retracted By CapitalWatch

In a post published on its website dated Feb. 4, 2026 and subsequently shared in a X post on Monday, CapitalWatch issued an apology and formally retracted money laundering allegations against shareholder Hao Tang.

<ul class="summary-bullets"><li>Apple welcomed the European Commission’s decision, according to a Reuters report citing a statement from the company.</li><li>So far, Apple’s iOS, iPadOS, and App Store have been designated as gatekeepers under the EU’s DMA.</li><li>Apple was designated as a gatekeeper in 2023, alongside Alphabet, Meta, Microsoft, Amazon, and ByteDance.</li></ul>Apple Inc.’s (AAPL) Maps and Ads services have escaped being designated as gatekeepers under the European Union’s Digital Markets Act.The European Commission on Thursday stated that Apple Maps and Ads do not constitute an important gateway for business users to reach end users.“This assessment is based on a number of considerations, including that Apple Maps has a relatively low overall usage rate in the EU, and that Apple Ads has very limited scale in the online advertising sector in the EU,” the Commission said.<a href="https://stocktwits.com/symbol/AAPL">Apple shares</a> were down 0.1% in Thursday’s pre-market trade. Retail sentiment on Stocktwits around the company trended in the ‘bullish’ territory at the time of writing.<h2 class="st-heading-2">What Did Apple Say?</h2>Apple welcomed the European Commission’s decision, according to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/sustainability/boards-policy-regulation/apple-ads-apple-maps-should-not-be-designated-under-digital-markets-act-says-eu-2026-02-05/">Reuters</a> report citing a statement from the company.“These services face significant competition in Europe, and we're pleased the Commission recognized they do not meet the criteria for designation under the Digital Markets Act,” Apple stated.<h2 class="st-heading-2">What Is The Gatekeeper Designation?</h2>The gatekeeper designation under the European Union’s DMA refers to the ability of intermediary platforms to act as the primary “bottleneck” for many market participants.The European Commission designated Apple as a gatekeeper in 2023, alongside Alphabet Inc., ByteDance, Amazon.com Inc., Meta Platforms Inc., and Microsoft Corp.So far, Apple’s iOS, iPadOS, and App Store have been designated as gatekeepers under the EU’s DMA.<a href="https://stocktwits.com/symbol/AAPL">AAPL stock</a> is up 2% year-to-date and 19% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-alvo-stock-rising-pre-market-today/cZbZ2zaR4V5">Why Is ALVO Stock Rising Pre-Market Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

An Apple logo is displayed outside their store at Fashion Valley, an upscale shopping mall on December 10, 2025, in San Diego, CA. 

Apple Maps And Ads Escape Designation As Gatekeepers Under EU's Digital Markets Act

The European Commission on Thursday stated that Apple Maps and Ads do not constitute an important gateway for business users to reach end users.

<ul class="summary-bullets"><li>Amazon is also in talks to invest up to $50 billion in OpenAI, according to a Reuters report citing people familiar with the matter.</li><li>Amazon CEO Andy Jassy is said to be leading the talks with OpenAI CEO Sam Altman.</li><li>This comes amid OpenAI’s plans to raise up to $100 billion at a valuation of about $830 billion.</li></ul>Amazon.com Inc. (AMZN) and OpenAI are reportedly in talks to customize the latter’s AI models to power the e-commerce giant’s products, including the Alexa voice assistant.According to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/amazon-discusses-getting-special-access-openai-tech">report</a> by The Information, as cited by TheFly, Amazon is in talks with OpenAI to get special access to its technology. The commercial agreement currently being discussed involves tuning OpenAI’s models to respond in a way that Amazon prefers.<a href="https://stocktwits.com/symbol/AMZN">Amazon shares</a> were down 0.3% in Wednesday’s opening trade. Retail sentiment on Stocktwits around the company hovered in the ‘bearish’ territory at the time of writing.<h2 class="st-heading-2">Amazon In Talks To Invest In OpenAI</h2>Amazon is also in talks to invest up to $50 billion in OpenAI, according to a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/retail-consumer/amazon-talks-invest-up-50-billion-openai-wsj-reports-2026-01-29/">report</a> citing people familiar with the matter.Amazon CEO Andy Jassy is said to be leading the talks with OpenAI CEO Sam Altman, according to the report. This comes amid OpenAI’s plans to raise up to $100 billion at a valuation of about $830 billion, the report said.Amazon has also invested $8 billion in OpenAI rival Anthropic, which is currently valued at $183 billion following a $13 billion Series F fundraising in September 2025.<h2 class="st-heading-2">Amazon Rolls Out Alexa+ Across US</h2>Amazon on Wednesday announced that it is rolling out the Alexa+ AI voice assistant across the U.S. Amazon Prime members can access Alexa+ for free, while others will have to pay $19.99 per month.The Alexa+ voice assistant was announced a year ago, offering a more conversational and personalized experience to users, powered by generative AI. The company said that tens of millions of users joined the early access program for its next-generation voice assistant.Some of the features that Alexa+ offers include ordering takeout, finding restaurants and making reservations, booking a ride, or scheduling services like home repairs, according to the company.Alexa+ also comes with a new free tier that lets users chat on the Alexa.com website and the app without a Prime subscription.<a href="https://stocktwits.com/symbol/AMZN">AMZN stock</a> is up 3% year-to-date and 0.5% over the last 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amd-stock-down-after-q4-results-wall-street-divided/cZbjbueR4Zt">AMD Divides Wall Street After Q4 Results As Rising Cost Concerns Temper AI Optimism</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The illustration photo shows Amazon logo in a smartphone with OpenAI logo in the background. Amazon is reportedly eyeing an investment in OpenAI. (Photo credit should read CFOTO/Future Publishing via Getty Images)

Amazon, OpenAI In Talks To Customize AI Models To Power E-commerce Giant's Products Such As Alexa: Report

The commercial agreement currently being discussed involves tuning OpenAI’s models to respond in a way that Amazon prefers.

<ul class="summary-bullets"><li>Analysts at Bernstein raised their price target for AMD to $235 from $225, while keeping a ‘Market Perform’ rating on the stock.</li><li>The firm stated that AMD’s Q4 results were good, but flagged the fact that the revenue included shipments of the MI308 chip to China worth $390 million.</li><li>Bernstein flagged that AMD’s profitability during the quarter was impacted by higher-than-expected operating expenditure.</li></ul>Advanced Micro Devices Inc. (AMD) shares were down nearly 10% in Wednesday’s pre-market trade after the company’s fourth-quarter (Q4) results and guidance for the first-quarter (Q1) left Wall Street divided.According to TheFly, while some analysts flagged concerns with AMD’s higher-than-expected operating expenditure during the quarter, others were optimistic about the company’s new MI455 AI chip.<h2 class="st-heading-2">Divided Wall Street</h2>Analysts at Bernstein raised their price target for AMD to $235 from $225, while keeping a ‘Market Perform’ rating on the stock. The firm stated that AMD’s Q4 results were good, but flagged the fact that the revenue included shipments of the MI308 chip to China worth $390 million.This was also pointed out by Susquehanna’s Chris Rolland in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/02/04/amd-stock-earnings-forecast-chips.html">CNBC</a> interview. “They announced they shipped Chinese revenue in the quarter that was unexpected. This was not in street numbers, so when you account for that, the beat was far less substantial than we would’ve thought,” Rolland said.Bernstein flagged that AMD’s profitability during the quarter was impacted by higher-than-expected operating expenditure.Analysts at BofA remained optimistic about AMD, hiking their price target to $280 from $260, while keeping a ‘Buy’ rating. The firm expects AMD’s server CPU business to continue growing at a strong double-digit rate in 2026. BofA stated in its note that it continues to like AMD as “a credible alternative merchant AI GPU supplier” to Nvidia Corp. (NVDA).Morgan Stanley lowered its price target for AMD to $255 from $260, while maintaining its ‘Equal Weight’ rating on the stock. The firm stated that while AMD “said all of the right things” about the MI455 AI chip, the company’s rack scale “remains something of a show-me story for the stock to move higher.”Mizuho cut its price target for AMD to $275 from $285 and kept its ‘Outperform’ rating on the stock. The firm stated that its price target cut was to reflect the higher spending.&nbsp;<h2 class="st-heading-2">AMD’s Q1 Guidance And Q4 Beat</h2>AMD guided for revenue of about $9.8 billion in Q1, plus or minus $300 million, representing a sequential decline of about 5%. According to Fiscal.ai data, the analyst estimates range between $9.37 billion and $10.23 billion.AMD&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/advanced-micro-devices-posts-record-q4-2025-results-on-strong-ai-demand/cZb0EayR4m8">reported</a> earnings per share (EPS) of $1.53 during Q4 on revenue of $10.3 billion, beating Wall Street estimates of an EPS of $1.32 on revenue of $9.67 billion, according to Stocktwits data.“We are entering a multiyear demand super cycle for high-performance and AI computing that is creating significant growth opportunities across each of our businesses,” AMD CEO Lisa Su said.<h2 class="st-heading-2">How Stocktwits Users Reacted</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/AMD">AMD</a> was in the ‘extremely bullish’ territory, with message volumes at ‘extremely high’ levels.&nbsp;The AMD stock was the second most trending ticker on the platform at the time of writing.One bullish user stated that it’s time to buy the AMD stock again.<stembedurl>https://stocktwits.com/Clizzard2/message/643926750</stembedurl>However, one user pointed out that AMD’s inclusion of China revenue was not expected by analysts.<stembedurl>https://stocktwits.com/StockAuthority123/message/643928294</stembedurl><a href="https://stocktwits.com/symbol/AMD">AMD stock</a> is up 13% year-to-date and 112% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-slab-stock-soaring-pre-market-today/cZbSCz7R4Zn">Why Is SLAB Stock Soaring Pre-Market Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, the logo of Advanced Micro Devices, Inc. (AMD) is displayed on the screen of a tablet.

AMD Divides Wall Street After Q4 Results As Rising Cost Concerns Temper AI Optimism

According to TheFly, while some analysts flagged concerns with AMD’s higher-than-expected operating expenditure during the quarter, others were optimistic about the company’s new MI455 AI chip.

<ul class="summary-bullets"><li>Boston Scientific expects fiscal 2026 earnings to range between $3.43 and $3.49 per share.</li><li>The company reported Q4 net sales of $5.29 billion, up 15.9% year over year and within its guidance range of 14.5% to 16.5%.</li><li>Q4 net income came fell slightly below the company’s forecast of $0.48 to $0.52.&nbsp;</li></ul>Boston Scientific Corporation (BSX) said on Wednesday that it expects full-year 2026 sales to increase by about 10.5% to 11.5%, lower than the 19.9% increase it reported for full-year 2025.<a href="https://stocktwits.com/symbol/BSX">BSX shares</a> slumped nearly 10% in pre-market trading on Wednesday and fell further after the opening bell. The stock fell to its lowest levels since August 2024.Boston Scientific expects fiscal 2026 earnings to range between $3.43 and $3.49 per share. For the first quarter, the company projects sales growth of 10.5% to 12.0% and earnings per share of $0.78 to $0.80.Meanwhile, the company reported Q4 net sales of $5.29 billion, up 15.9% year over year and within its guidance range of 14.5% to 16.5%. It came marginally above Street estimates of $5.28 billion, according to Fiscal.ai data. Net income came in at $0.45 per share, slightly below the company’s forecast of $0.48 to $0.52.&nbsp;<h2 class="st-heading-2">Acquisition Spree</h2>Boston Scientific has been accelerating its acquisition strategy with two major deals last month. The company agreed to acquire Penumbra in a cash-and-stock transaction valued at about $14.5 billion, or $374 per share. Penumbra is known for its mechanical thrombectomy devices that remove blood clots in vascular procedures.Separately, Boston Scientific is set to acquire Valencia Technologies, a privately held firm focused on treatments for bladder dysfunction, including its implantable eCoin device for urinary incontinence. The Valencia deal is expected to have an immaterial impact on adjusted earnings per share in 2026, though GAAP results may experience short-term dilution from acquisition-related costs.<h2 class="st-heading-2">Retail Reaction</h2>Despite the sharp intraday decline, retail sentiment on Stocktwits turned ‘extremely bullish’ from ‘bearish’ a day earlier, amid ‘extremely high’ message volumes.<img src="https://news.stocktwits-cdn.com/BSX_jpg_d78d576230.webp" alt="BSX.jpg">One user saw an opportunity to take up fresh positions.<stembedurl>https://stocktwits.com/SGTDolph/message/643963589</stembedurl>The stock has fallen 18% so far in 2026.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/eli-lilly-lly-stock-jumps-fy26-guidance-zepbound-mounjaro/cZbSCjgR4Zl">LLY Stock Surges On Q4 Beat – Obesity, Diabetes Drugs Drive Strong FY26 Outlook</a> For updates and corrections, email newsroom[at]stocktwits[dot]com.

A general view of a Boston Scientific advertisement during a women's college lacrosse game between the Notre Dame Fighting Irish and the Boston College Eagles on March 16, 2024. (Photo by Erica Denhoff/Icon Sportswire via Getty Images)

BSX Stock Tumbles To 17-Month Lows On Softer 2026 Sales Growth Forecast 

For the first quarter, the company projects sales growth of 10.5% to 12% and earnings per share of $0.78 to $0.80.

What Spooked Investors In Boston Scientific’s 2026 Outlook?

BlackRock Inc. (BLK) CEO Larry Fink on Wednesday reportedly dismissed concerns of an AI bubble, while issuing a warning about what could happen due to the lack of investments in the sector.In a chat with Reliance Industries Chairman and MD Mukesh Ambani, organized by Moneycontrol, Fink stated that it is necessary to rapidly expand AI opportunities.“I don’t believe there is an AI bubble. I believe the greatest risk we have is, if we don’t invest and continue to invest, China will win,” Fink said.<a href="https://stocktwits.com/symbol/BLK">BlackRock shares</a> were up 0.5% in Wednesday’s pre-market trade. Retail sentiment on Stocktwits around the company trended in the ‘neutral’ territory at the time of writing.<h2 class="st-heading-2">Fink Does Not Rule Out Bankruptcies Due To AI Impact</h2>Fink also noted that while investments are necessary and he does not believe there is an AI bubble, this does not mean there won’t be any bankruptcies in the industry. “That’s not failure, that’s capitalism. You have big successes and big failures,” Fink said.He added that the opportunities for companies to utilize AI will be present in everything they do. The BlackRock CEO cited Anthropic’s latest tool, announced on Tuesday, stating that while it could be threatening to some businesses, it presents an opportunity for others.<h2 class="st-heading-2">AI Is Topical Because It Is Disruptive</h2>Fink also noted that AI is part of many conversations today, calling it topical because it is disruptive.“The future of AI in terms of drug discovery, in terms of humanity, is real,” he said. The BlackRock CEO also pondered the possibility of using AI to develop new sources of power and whether it could lead to abundance in the Global South.Fink stated that the key for AI to be really successful is to ensure that the technology broadens economic prosperity, not narrows it.“That’s going to be the real issue. Can AI be not only disruptive, but can it be expanding and broaden economic success throughout all economies?” he added.<a href="https://stocktwits.com/symbol/BLK">BLK stock</a> is flat year-to-date, but up 6% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/enph-stock-is-soaring-today-after-q4-beat-enphase-gets-upgrade-on-optimism/cZbSUskR4Zi">ENPH Stock Is Soaring Pre-Market Today — Why Did Enphase Shares Get An Upgrade?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.Editor's Note: The story has been updated to reflect the accurate designation of Reliance Industries Chairman and Managing Director Mukesh Ambani.

Larry Fink, Chairman and CEO of BlackRock visits "The Claman Countdown" at Fox Business Network Studios on April 11, 2025 in New York City. (Photo by Jamie McCarthy/Getty Images)

Larry Fink Dismisses AI Bubble Concerns, Says China Winning Is The 'Greatest Risk' If Investments Don't Continue: Report

In a chat with Reliance Industries Chairman and MD Mukesh Ambani, organized by Moneycontrol, Fink stated that it is necessary to rapidly expand AI opportunities.

<ul class="summary-bullets"><li>Wall Street analysts expect the company to report revenue of $10.34 billion for the quarter, about an 82% increase from the same period last year.&nbsp;</li><li>Analyst expectations for earnings per share are at $0.49, a drop of about 18% compared to the same period last year.&nbsp;</li><li>Earlier in January, Citi lowered its price target on Super Micro to $39 from $48 with a ‘Neutral’ rating, citing adjusted targets for 2026.</li></ul>Shares of Super Micro Computer Inc. (SMCI) edged up nearly 5% on Monday, ahead of the tech company’s second-quarter (Q2) 2026 earnings report scheduled to be released on Feb. 3 after market hours.Super Micro Computer is a California-based technology solutions company that deals in enterprise, cloud, artificial intelligence, metaverse, and IT infrastructure.<h2 class="st-heading-2">Q2 Earnings Expectations</h2>According to data from Fiscal.ai, Wall Street analysts expect the company to report revenue of $10.34 billion for the quarter, about an 82% increase from the same period last year.However, street expectations for earnings per share are at $0.49, a drop of about 18% compared to $0.6 reported in the same period last year.Earlier in January, Citi lowered its price target on Super Micro to $39 from $48 with a ‘Neutral’ rating, citing adjusted targets for 2026. Meanwhile, Goldman Sachs initiated coverage of the company with a ‘Sell’ rating and a price target of $26, adding that while it expects the company to be strong in the AI server market, it sees limited visibility for improving profits.Mizuho also lowered its price target on Super Micro Computer to $31 from $45 while maintaining a ‘Neutral’ rating on the shares, citing modest upside for semiconductor companies in 2026.Shares of SCMI were trading around $30.36 at the time of writing.<h2 class="st-heading-2">Company Updates</h2>Super Micro Computer is a key partner for Nvidia Corp. (NVDA). Earlier in January, the company announced it would provide AI-driven retail solutions, using its Edge AI systems and Nvidia RTX PRO Blackwell technology, to multiple retail partners, including Everseen, Kinetic Vision, ALLSIDES, LiveX, WobotAI, and Aible.Prior to that, the company announced a revolving credit facility of up to $2 billion with JPMorgan Chase to provide greater financial flexibility to support operations and growth initiatives.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/SMCI">SMCI shares</a> jumped from ‘neutral’ to ‘bullish’ territory over the past 24 hours amid ‘high’ message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_03_at_1_28_22_AM_png_64fc438e4c.webp" alt="On Stocktwits, retail sentiment around SMCI shares jumped from ‘neutral’ to ‘bullish’ territory over the past 24 hours amid ‘high’ message volumes." width="1283" height="152"></figure>One Stocktwits user said that the upcoming earnings release is going to be one of the ‘more interesting earnings reports’ for this company. The user also noted the ‘dramatic increase’ in revenues that are expected, but noted the oddity of the low market value for a profitable company in the tech sector, especially given its revenues.<stembedurl>https://stocktwits.com/Congostockchat/message/643708938</stembedurl>&nbsp;Another bullish user predicted that the company would report $14 billion in revenues and the stock would be over $100 by the end of the week.<stembedurl>https://stocktwits.com/logss/message/643710482</stembedurl>&nbsp;Shares of SMCI have risen about 13% 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/whats-happening-with-vhub-shares-today/cZbgAHjR4k1">This Fully-Automated Store Stock Is Up Over 82% Today — What's Happening With VHUB Shares?</a>

Super Micro Computer, Inc. (Supermicro) logo appears on the screen of a smartphone in Reno, United States, on December 7, 2024.

SMCI Stock Rises Ahead Of Q2 Earnings — What Does The Street Expect?

Super Micro Computer will report its second-quarter (Q2) 2026 earnings on Feb. 3 after market hours. 

BlackRock Institutional Trust Company N.A. - iShares Core S&P 500 ETF

3%+ above current levels

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Flat to down 3%

Down 3%+

The Nasdaq 100 continues to hinge on mega-cap tech and AI strength. With rate expectations shifting and valuations stretched, even a 3% move could signal a bigger trend. Is momentum building, or fading?

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