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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 is a top trending stock as its latest earnings results and outlook have fueled significant investor frustration and concerns over continued share dilution needed to fund upcoming vehicle platforms. The community is actively debating the company's persistent cash burn and leadership uncertainty, leading to a largely pessimistic sentiment for the luxury EV manufacturer amidst a challenging sector.

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 Inc is trending as its latest earnings, which beat estimates, were met with a significant sell-off after the company issued a lower-than-anticipated subscription revenue forecast, intensifying community debate over AI's potential disruption to the software sector and future growth.

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 following robust preliminary Q4 and full-year 2025 results showcasing substantial revenue growth and record total contract value, which is fueling bullish analyst upgrades and reported institutional buying. Despite mixed market reactions and discussions around profitability, many in the community are actively buying dips amidst high short interest in the AI-driven healthcare platform.

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 trending following its recent financial results that surpassed revenue expectations and offered optimistic guidance, fueling discussions around its advanced GaN and SiC power platforms crucial for next-gen AI data centers. The community is actively weighing the immense potential of its technology and perceived positioning within the NVIDIA ecosystem against persistent concerns regarding a lack 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.

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.

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.

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<ul class="summary-bullets"><li>Morgan Stanley noted that ownership of large-cap tech has fallen to its lowest point in 17 years.</li><li>Analyst Erik Woodring said Nvidia’s gap between its S&amp;P 500 allocation and active fund ownership was 2.57%.</li><li>The firm stated that other tech giants, such as Apple, Microsoft, and Amazon.com, also lag.</li></ul>Morgan Stanley reportedly highlighted that mega-cap technology stocks are among the most under-owned names among institutional investors, with Nvidia Corp. (NVDA) emerging as the leader in this category.According to an Investing.com&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.investing.com/news/stock-market-news/this-is-the-most-underowned-megacap-tech-stock-according-to-morgan-stanley-4510558">report</a>, reviewing fourth-quarter 13F filings, Morgan Stanley noted that ownership of large-cap tech has fallen to its lowest point in 17 years, with the gap against the S&amp;P 500 benchmark widening to -155 basis points by quarter-end.<h2 class="st-heading-2">Nvidia Tops the Under-Owned List</h2>Morgan Stanley analyst Erik Woodring said Nvidia has the largest shortfall between its S&amp;P 500 allocation and active fund ownership, trailing by 2.57%, according to the report.&nbsp;Nvidia “remains the most under-owned large-cap tech stock,” said&nbsp;Woodring.&nbsp;Other tech giants like Apple Inc. (AAPL), Microsoft Corp. (MSFT), and Amazon.com Inc. (AMZN) also lag, with gaps of 2.16%, 2.13%, and 1.37%, respectively.<a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> traded over 2% higher in Wednesday’s premarket. On Stocktwits, retail sentiment around the stock changed to ‘bearish’ from ‘extremely bearish’ territory the previous day. Message volume shifted to ‘normal’ from ‘low’ levels in 24 hours.&nbsp;Woodring highlighted a clear trend of funds favoring AI-related hardware and semiconductor companies over software stocks.&nbsp;<h2 class="st-heading-2">Meta Deepens Nvidia Partnership&nbsp;</h2>On Tuesday, Meta Platforms Inc. (META) announced a multi-year strategic partnership with Nvidia to ramp up its AI infrastructure and enhance performance across its global data centers.The collaboration will deploy Nvidia’s advanced GPUs, networking solutions, and software tools to optimize AI training and inference workloads.&nbsp;Big tech&nbsp;companies like Alphabet (GOOG, GOOGL), Microsoft, Meta, and Amazon.com are investing heavily to secure advantages in computing power and AI capabilities, thereby keeping Nvidia in a leading position for AI-related infrastructure.&nbsp;In early February, Ross Gerber, CEO and co-founder of Gerber Kawasaki Wealth and Investment Management, had indicated that the next three years will see fierce battles in hardware, as companies strive to establish dominant positions in AI technology.NVDA stock has gained over 32% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-mister-car-wash-stock-surge-pre-market-today/cZR0pwER4v5">Why Did Mister Car Wash Stock Surge 15% Pre-Market Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The NVIDIA logo appears on a smartphone screen with a GeForce GPU in the background, illustrating branding and technology context.

Nvidia Leads Most Under-Owned Mega-Cap Tech Stocks, Says Morgan Stanley: Report

According to an Investing.com report, Morgan Stanley noted that Nvidia has the largest shortfall between its S&P 500 allocation and active fund ownership.

Equity

According to an Investing.com report, Morgan Stanley noted that Nvidia has the largest shortfall between its S&P 500 allocation and active fund ownership.


<ul class="summary-bullets"><li>The disruption could mean subscribers relying on Apple TV for streaming or iTunes for media purchases could face delays.</li><li>As of 8.30 A.M., the company’s support system indicated that the outage has been resolved.&nbsp;</li><li>In the recent first-quarter (Q1) results, Apple said its Services division, which includes Apple TV, recorded a 14% year-on-year revenue growth to $30 billion.&nbsp;</li></ul>Apple Inc. (AAPL) on Wednesday said it experienced a temporary disruption affecting several of its digital services, including Apple TV and iTunes.&nbsp;At the time of writing, the tech giant’s support system status&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.apple.com/support/systemstatus/">showed&nbsp;</a>that both Apple TV and iTunes are experiencing an outage. This could mean subscribers relying on Apple TV for streaming or iTunes for media purchases could face delays.<h2 class="st-heading-2">Outage Rectified</h2>However, as of 8.30 A.M., the company’s support system indicated that the outage has been resolved.&nbsp;<a href="https://stocktwits.com/symbol/AAPL">Apple stock</a> inched 0.2% higher in Wednesday’s premarket.&nbsp;On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory amid ‘extremely high’ message volume levels.&nbsp;In the recent first-quarter (Q1) results, Apple said its Services division, which includes Apple TV, recorded a 14% year-on-year revenue growth to $30 billion.&nbsp;The iPhone maker’s Q1 revenue of $143.8 billion and earnings per share of $2.84 both exceeded the analysts’ consensus estimate of $138.22 billion and $2.67, respectively, according to Fiscal AI data. Apple’s China sales jumped about 38% year-on-year to $25.5 billion in Q1.&nbsp;<h2 class="st-heading-2">Rising Competition From AI</h2>According to a Wall Street Journal&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/tech/the-ai-boom-is-coming-for-apples-profit-margins-4774013d?st&amp;#61;Rjz4h4&amp;reflink&amp;#61;desktopwebshare_permalink">report</a>, Apple is facing growing pressure in its supply chain as artificial intelligence companies increasingly outbid the tech giant for critical components.&nbsp;This shift threatens Apple’s long-standing advantage in securing chips, memory, and other specialized materials for iPhones and other devices. Suppliers traditionally reliant on Apple’s massive orders are now leveraging lucrative contracts from AI leaders like Nvidia (NVDA), Alphabet (GOOGL), and Microsoft (MSFT), pushing prices higher, cited the report.&nbsp;AAPL stock has gained over 15% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/congress-eyes-export-import-bank-expansion-to-bolster-trump-mineral-reserve-plan-report/cZbjGygR4ZY">Congress Eyes $205 Billion Export-Import Bank Expansion To Bolster Trump’s Mineral Reserve Plan: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 A photo illustration of an Online streaming service Apple TV logo.

Apple Reports Temporary Outage Across Apple TV, iTunes Services

The disruption affected streaming and media purchases, according to Apple’s support status page.

<ul class="summary-bullets"><li>The simulation environment runs Cyngn’s autonomy stack, mission planning tools, and telematics as if the vehicles were operating in a live facility.</li><li>As part of the initiative, Cyngn has contributed a detailed model of heavy industrial vehicles to the Isaac Sim framework.</li><li>Cyngn plans to use the Isaac Sim environment for ongoing development, customer demonstrations, and early-stage operator training.</li></ul>Cyngn Inc. (CYN) stock surged on Tuesday after the company said it is advancing its autonomous vehicle technology through a new partnership with Nvidia (NVDA), using the latter’s Isaac Sim platform to create a high-fidelity digital warehouse for testing and refining its automation software.&nbsp;This virtual setup allows Cyngn to simulate real-world warehouse operations at scale, a task that would be difficult to replicate physically.<h2 class="st-heading-2">What Is The Isaac Sim Environment?</h2>The simulation environment runs Cyngn’s autonomy stack, mission planning tools, and telematics as if the vehicles were operating in a live facility, enabling evaluation of larger fleets and more intricate operational scenarios.&nbsp;<a href="https://stocktwits.com/symbol/CYN">Cyngn stock</a> traded over 28% higher in Tuesday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory amid ‘extremely high’ message volume levels.&nbsp;As part of the initiative, Cyngn has contributed a detailed model of heavy industrial vehicles to the Isaac Sim framework. This model reflects the vehicles’ real-world dynamics and is intended to enhance the accuracy of simulations.<h2 class="st-heading-2">What Are The Applications And Future Plans?</h2>Cyngn plans to use the Isaac Sim environment for ongoing development, customer demonstrations, and early-stage operator training. The company is also exploring ways to collaborate with current partners whose operational spaces are replicated inside the simulation, providing a bridge between virtual testing and live deployment.<blockquote>"By using NVIDIA Isaac Sim to run our autonomy and fleet software in realistic, full-scale environments, we can validate new forklift use cases faster, reduce development risk, and shorten the timeline from concept to commercial deployment.”-Felix Singh, VP of Engineering Services, Cyngn</blockquote>Based in Mountain View, California, Cyngn develops autonomous vehicle technology for industrial applications. In late January, the company announced that orders for its autonomous DriveMod Tuggers in 2025 were roughly three times those in 2024, reflecting increased enterprise adoption.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/disney-josh-d-amaro-ceo-dana-walden-chief-creative-officer/cZbiuxFR4mc">Disney Names Josh D’Amaro CEO, Dana Walden Becomes Chief Creative Officer</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

CYN Stock Is Surging Pre-Market — What's The Nvidia Connection?

Cyngn teams up with Nvidia to develop a simulation environment of a high-fidelity digital warehouse for testing and refining its automation software. 

<ul class="summary-bullets"><li>Dan Ives said future investor enthusiasm will likely depend on Apple bringing in revenue opportunities from AI-powered subscriptions.</li><li>Ives said rising memory costs could lead Apple to increase iPhone 18 prices by $100 to $150.</li><li>The iPhone maker’s Q1 revenue of $143.8 billion and earnings per share of $2.84 both exceeded Street estimates.</li></ul>Dan Ives, managing director at Wedbush Securities, reportedly said that artificial intelligence will be a central focus for Apple Inc. (AAPL) in 2026 and that the company may raise iPhone 18 prices by $100 to $150.The tech giant’s first-quarter (Q1) financial results have sparked discussions about potential strategic shifts, including AI monetization and product pricing adjustments.<h2 class="st-heading-2">AI Strategy Takes Center Stage</h2>Speaking to Bloomberg TV on Friday, Ives noted that Apple’s next narrative will revolve around monetizing AI across its ecosystem of 2.5 billion iOS devices. While hardware growth remains heavily dependent on the iPhone, future investor enthusiasm will likely depend on Apple bringing in revenue opportunities from AI-powered subscriptions and services.&nbsp;<blockquote>“And I think now it's really about showing how they're going to monetize on AI.”-Dan Ives,&nbsp;Managing Director, Wedbush Securities</blockquote><a href="https://stocktwits.com/symbol/AAPL">Apple stock</a> traded over 1% lower on Friday morning. On Stocktwits, retail sentiment for the stock shifted from ‘extremely bullish’ to ‘bullish’ the previous day. Message volume shifted to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_30_103448_png_aebff8f67f.webp" alt="AAPL’s Sentiment Meter and Message Volume as of 10:30 a.m. ET on Jan. 30, 2026 | Source: Stocktwits" width="927" height="104"><figcaption>AAPL’s Sentiment Meter and Message Volume as of 10:30 a.m. ET on Jan. 30, 2026 | Source: Stocktwits</figcaption></figure>The stock saw a 566% increase in retail messages over the past 24 hours as of Friday morning.&nbsp;<h2 class="st-heading-2">Pricing Pressure On iPhones&nbsp;</h2>Ives said that rising memory and component costs might lead Apple to raise the iPhone 18's price by $100 to $150. He added that these increases are unlikely to hurt margins but will be important for offsetting higher costs. The stock’s recent performance reflects investor focus on AI rather than short-term hardware profitability.“The hearts and lungs of Apple are always going to be iPhone”, said Ives.&nbsp;&nbsp;The iPhone maker’s Q1 revenue of $143.8 billion and earnings per share of $2.84 both exceeded the analysts’ consensus estimate of $138.22 billion and $2.67, respectively, according to Fiscal AI data. Apple’s China sales jumped about 38% year-on-year to $25.5 billion in the first quarter.&nbsp;Commenting on the performance, Goldman Sachs said chip supply constraints could push back some future iPhone launches to spring 2027, according to TheFly. Apple’s profit margins hit record levels as spending increased on AI and new products, which support long-term growth, the firm added.&nbsp;AAPL stock has gained over 7% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/deck-stock-jumps-wall-street-mixed-on-q3-earnings-retail-goes-contrarian/cmySZGfR4S9">DECK Stock Jumps 11% – Wall Street Mixed On Q3 Earnings, Retail Goes Contrarian</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Dan Ives speaks at BTC, ETH and WLD are Friends on September 16, 2025 in Washington, DC.

Dan Ives Says AI Will Drive Apple’s 2026 Story As iPhone Price Hikes Linger: Report

Speaking to Bloomberg TV on Friday, Ives noted that Apple’s next narrative will revolve around monetizing AI across its ecosystem of 2.5 billion iOS devices. 

Should You Bet on Apple's iPhone-Driven Q1 Earnings? ETFs in Focus

Apple beat Q1 estimates as iPhone demand surged 23%. Strong China and India growth offset supply constraints and rising AI-driven cost pressures.

<ul class="summary-bullets"><li>Barclays raised Apple’s price target to $239, still implying a 7% downside from Thursday’s close.&nbsp;</li><li>The firm cited potential headwinds emerging from volatile memory chip market dynamics and the possibility of corrections in China’s broader tech sector.</li><li>The iPhone maker’s Q1 revenue of $143.8 billion and earnings per share of $2.84 both exceeded Street estimates.&nbsp;</li></ul>Barclays lifted its price target on Apple Inc. (AAPL) to $239 from $230 while maintaining an ‘Underweight’ rating on the stock, signaling that the firm still sees more potential downside than upside in the near term. The revised price target still implies a potential 7% downside to the stock’s closing price as of Thursday, according to TheFly.&nbsp;&nbsp;<a href="https://stocktwits.com/symbol/AAPL">Apple stock</a> inched over 0.4% higher in Friday’s premarket.&nbsp;<h2 class="st-heading-2">Analyst Rationale&nbsp;</h2>Barclays stated that Apple’s fiscal first-quarter (Q1) results showed robust iPhone sales, with particularly strong performance in Greater China. That region’s rebound has been a focal point for industry watchers, and its contribution helped lift expectations for the revenue outlook in the current quarter.According to the firm, Apple has raised its fiscal second-quarter revenue and gross margin guidance above prior projections. However, Barclays flagged ongoing supply constraints that continue to limit the potential upside in iPhone shipments, even as consumer interest remains solid.<h2 class="st-heading-2">Risk Factors</h2>Barclays also underscored mounting risks for Apple’s stock performance. They cited potential headwinds emerging from volatile memory chip market dynamics, the possibility of corrections in China’s broader tech sector, and intensifying regulatory and competitive pressures as areas of concern for future growth.In the wake of rising memory costs, a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/apple-prioritize-premium-iphone-launches-2026-nikkei-asia-reports-2026-01-30/">report</a> said Apple is focusing first on manufacturing and shipping its three most expensive iPhone models for 2026, while pushing back the launch of its standard version.The iPhone maker’s Q1 revenue of $143.8 billion and earnings per share of $2.84 both exceeded the analysts’ consensus estimate of $138.22 billion and $2.67, respectively, according to Fiscal AI data. Apple’s China sales jumped about 38% year-on-year to $25.5 billion in Q1.&nbsp;<h2 class="st-heading-2">What Are Stocktwits Users Saying</h2>Contrary to Barclays, on Stocktwits, retail sentiment around the stock changed to ‘extremely bullish’ from ‘bullish’ territory the previous day. Message volume also shifted to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_30_054719_png_8007c34d8b.webp" alt="AAPL’s Sentiment Meter and Message Volume as of 05:35 a.m. ET on Jan. 30, 2026 | Source: Stocktwits" width="933" height="105"><figcaption>AAPL’s Sentiment Meter and Message Volume as of 05:35 a.m. ET on Jan. 30, 2026 | Source: Stocktwits</figcaption></figure>A bullish Stocktwits user said Apple, with its large consumer base, is moving closer to monetizing AI.&nbsp;<stembedurl>https://stocktwits.com/EcoStonk/message/643402135</stembedurl>AAPL stock has gained over 8% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/bruised-opendoor-retail-traders-pin-hopes-on-trump-s-next-fed-chair-pick-while-ceo-focuses-on-internal-metrics/cmySWhER41H">Bruised Opendoor Retail Traders Pin Hopes On Trump's Next Fed Chair Pick While CEO Focuses On ‘Internal Metrics’</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. 

Why Is Barclays Still Underweight On Apple Despite Strong Q1 Earnings? 

Barclays flagged ongoing supply constraints that continue to limit the potential upside in iPhone shipments.

<ul class="summary-bullets"><li>Earnings also beat market estimates, with Q1 earnings per share coming in at &nbsp;$2.84, 19% higher year-on-year compared to last year, and above analyst estimates of $2.67.</li><li>Apple’s sales in China grew about 38% to $25.5 billion in the quarter, up from $18.5 billion.&nbsp;</li><li>The tech giant now has more than 2.5 billion active users, the most on record thus far.</li></ul>Apple Inc. (AAPL) reported its first-quarter (Q1) 2026 results after-hours on Thursday, beating street expectations for revenue and earnings, on strong iPhone sales and a rebound in the China market.During Apple’s fourth-quarter (Q4) earnings call, CEO Tim Cook said the company expected its December quarter to be its best on record.On a call with investors, Cook said that Apple was reporting its "best-ever quarter,“ also adding that, "this was in so many ways a remarkable quarter for Apple, and we're excited for all the opportunities we'll have in the year ahead to deliver innovations that have never been seen before.”<a href="https://stocktwits.com/symbol/AAPL">Shares of AAPL</a> surged over 1.17% after-hours at the time of writing.<h2 class="st-heading-2">Q1 Earnings Snapshot</h2>The iPhone maker posted revenue of $143.8 billion, 16% higher than $124.3 billion from the same period last year. The latest revenue numbers beat street expectations of $138.22 billion as per data on Fiscal.ai based on 31 analyst estimates.Earnings also beat market estimates, with Q1 earnings per share coming in at &nbsp;$2.84, 19% higher year-on-year compared to $2.4 last year, and above analyst estimates of $2.67, as per Fiscal.ai data.“The demand for iPhone was simply staggering,” said Cook on the earnings call, adding that it hit “all-time records across every geographic segment.”Meanwhile, Apple’s sales in China grew about 38% to $25.5 billion in the quarter, up from $18.5 billion. Cook also noted that revenue touched all-time records across markets, including the U.S., China, Latin America, Western Europe, the Middle East, Australia, and South Asia, including India.The tech giant now has more than 2.5 billion active users, the most on record thus far.<h2 class="st-heading-2">Q2 Forecast</h2>Apple’s CFO Kevan Parekh announced that the company expects a revenue growth of 13% to 16% year-on-year in its March quarter, given constrained iPhone supply for the period.Apple expects its Services revenue to grow similar to its December quarter, at about 14% year-on-year. The company estimated operating expenses of between $18.4 billion and $18.7 billion.Apple also declared a cash dividend of $0.26 per share of common stock, payable on Feb. 12, to shareholders of record as of Feb. 9.<h2 class="st-heading-2">AI Audio Startup Acquisition</h2>Earlier on Thursday, Reuters reported that Apple had <a href="https://stocktwits.com/news-articles/markets/equity/apple-reportedly-purchases-israeli-audio-ai-startup-ahead-of-q1-earnings/cmyiZSVR41f">acquired</a> Israeli artificial intelligence (AI) audio startup Q.ai. A separate report from Financial Times reported that Apple paid nearly $2 billion for the startup as it gears up to build AI devices.The deal comes as Apple has been expanding AI features, especially in its AirPods earbuds, as it competes with peers to race ahead in the AI battle.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around AAPL shares jumped from ‘bullish’ to ‘extremely bullish’ territory over the past 24 hours. Meanwhile, message volumes rose from ‘high’ to ‘extremely high’ levels.One bullish user said the company’s share price would go to $280 tomorrow.<stembedurl>https://stocktwits.com/manojaggarwal/message/643360725</stembedurl>&nbsp;Another bullish user hoped for the price to go to $270 tomorrow, saying Apple is good at inventing strong business models.<stembedurl>https://stocktwits.com/EcoStonk/message/643363631</stembedurl>&nbsp;However, one bearish user warned that while the earnings were great, rising costs are weighing down on the company.<stembedurl>https://stocktwits.com/GluMobileFan/message/643363238</stembedurl>&nbsp;Shares of AAPL have gained almost 8% 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/amazon-mulls-up-to-50b-investment-in-openai-report/cmying4R41g">Amazon Mulls Up To $50B Investment In OpenAI: Report</a>

People check models of iPhone 17 series kept on display inside the Apple store at Jio World Drive mall at Bandra Kurla Complex (BKC). 

Apple Delivers On Cook’s Promise With Record Q1 Revenue, iPhone Sales

The iPhone maker posted revenue of $143.8 billion, 16% higher year-on-year, beating analyst estimates of $138.22 billion as per Fiscal.ai data. 

<ul class="summary-bullets"><li>All 100 employees at Q.ai, including its CEO Aviad Maizels and co-founders Yonatan Wexler and Avi Barliya, are expected to join Apple, as per the report.&nbsp;</li><li>According to a separate report from Financial Times, Apple paid nearly $2 billion for the startup.</li><li>Apple will report its Q1 2026 results after-hours on Thursday.</li></ul>Apple Inc. (AAPL) has reportedly acquired Israeli artificial intelligence (AI) audio startup Q.ai for an undisclosed amount.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/apple-acquires-audio-ai-startup-qai-2026-01-29/">report</a> from Reuters, the deal is backed by venture capital firms Matter Venture Partners, Kleiner Perkins, Spark Capital, Exor and GV, previously called Google Ventures.The deal comes ahead of the iPhone maker’s first-quarter (Q1) 2026 earnings results, expected later on Thursday.Shares of AAPL gained over 0.5% at the time of writing.<h2 class="st-heading-2">Deal Contours</h2>All 100 employees at Q.ai, including its CEO Aviad Maizels and co-founders Yonatan Wexler and Avi Barliya, are expected to join Apple, as per the Reuters report.While Apple did not reveal to Reuters how it plans to use Q.ai's technology, it said that the startup had experience on new machine learning applications that helped devices comprehend whispered speech and also improve audio in difficult environments.According to a separate <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/49f4e2e4-3a68-4842-be67-879409d06aa1">report</a> from Financial Times, Apple paid nearly $2 billion for the startup as it gears up to build AI devices.Q.ai "is a remarkable company that is pioneering new and creative ways to use imaging and machine learning," Johny Srouji, Apple’s senior vice president of hardware technologies, said in a statement to Reuters. "We’re thrilled to acquire the company, with Aviad at the helm, and are even more excited for what’s to come.”Meanwhile, Maizels told Reuters in a statement that teaming up with Apple would open up extraordinary possibilities for pushing boundaries and realizing the full potential of what the team at Q.ai has created so far.<h2 class="st-heading-2">Earnings Expectations</h2>Apple will report its Q1 2026 results after-hours on Thursday. Investors will be eyeing the company’s revenue growth and iPhone sales after CEO Tim Cook said earlier that the December quarter is expected to be the best ever.Wall Street expects the company to post revenue of $138.22 billion and earnings per share of $2.66, as per data on Fiscal.ai<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around AAPL shares remained in the ‘bullish’ territory over the past day, amid ‘high’ message volumes.<a href="https://stocktwits.com/symbol/AAPL">Shares of AAPL</a> have risen more than 7.8% 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/microsoft-reportedly-denies-ai-co-innovation-lab-partnership-with-richtech-robotics/cmyiS5XR413">Microsoft Reportedly Denies AI Co-Innovation Lab Partnership With Richtech Robotics, Calls Deal A ‘Customer Engagement’</a>

The Apple Intelligence logo is being displayed on a smartphone, with the Apple Siri logo in the background. (Photo by Nikolas Kokovlis/NurPhoto via Getty Images)

Apple Reportedly Purchases Israeli Audio AI Startup Q.ai Ahead Of Q1 Earnings 

According to a report from Reuters, the deal is backed by venture capital firms Matter Venture Partners, Kleiner Perkins, Spark Capital, Exor and GV, previously called Google Ventures.

Apple-Heavy ETFs in Focus as iPhone Sales Power Holiday Quarter

iPhone sales jump to a four-year high, along with AI optimism building and analysts staying bullish, putting Apple-heavy ETFs back in focus.

<ul class="summary-bullets"><li>Apple said that the new AirTag comes with an upgraded, second-generation Ultra Wideband chip.</li><li>This new chip enables the Precision Finding feature that Apple says is designed to guide users up to 50% farther away from their lost item, when compared to the previous generation.</li><li>This Ultra Wideband chip is the same one that is also used in other recent Apple products, such as the iPhone 17 series, iPhone Air, Apple Watch Ultra 3, and Apple Watch Series 11.</li></ul>Apple Inc. (AAPL) on Monday announced an updated version of its tracking accessory, AirTag, building on its estimated billion-dollar revenue stream.The new AirTag features an expanded range and comes with more powerful tracking, in addition to a louder speaker for an improved ability to find the tracker.According to TF International Securities&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/mingchikuo/status/1538488513267908609">analyst</a> Ming-Chi Kuo, Apple is estimated to have already shipped 55 million AirTags by 2022, and at a base price of $29, the company would have generated about $1.6 billion in revenue from the sales of the accessory.<figure class="image"><img src="https://news.stocktwits-cdn.com/Ming_Chi_Kuo_post_jpg_d4d18357f9.webp" alt="Ming-Chi Kuo's post on X" width="733" height="255"><figcaption>Ming-Chi Kuo's post on X | @mingchikuo/X</figcaption></figure><a href="https://stocktwits.com/symbol/AAPL">Apple shares</a> were up nearly 3% in Monday’s opening trade. Retail sentiment on Stocktwits around the company was in the ‘bullish’ territory at the time of writing.<h2 class="st-heading-2">New AirTag’s Capabilities Detailed</h2>Simply called the new AirTag, this is the successor to the original version launched nearly five years ago, in 2021.Apple said that the new AirTag comes with an upgraded, second-generation Ultra Wideband chip. This new chip enables the Precision Finding feature that Apple says is designed to guide users up to 50% farther away from their lost item, when compared to the previous generation.This Ultra Wideband chip is the same one that is also used in other recent Apple products, such as the iPhone 17 series, iPhone Air, Apple Watch Ultra 3, and Apple Watch Series 11.Apple has also upgraded the Bluetooth chip that expands the range at which lost items can be located by users.Lastly, Apple says it has updated the internal design of the new AirTag to make the accessory louder by up to 50%.The new AirTag is priced at $29 for one and $99 for a pack of four.<h2 class="st-heading-2">How To Use An AirTag?</h2>Users can add an AirTag to their iPhone or iPad quickly through the AirTag setup process, or manually using the Find My app.To begin, place the AirTag close to the iPhone or the iPad, and wait for a “Connect” option to pop up on the screen. If there is more than one AirTag, make sure only one is placed near the device at a time.Follow the on-screen steps to finish the setup process.Alternatively, you can also pair an AirTag with your device using the Find My app. To do so, open the Find My app and tap the ‘+’ button, then tap “Add AirTag.”Once paired, you can place the AirTag with any of your items to track them.<a href="https://stocktwits.com/symbol/AAPL">AAPL stock</a> is down 6% year-to-date, but up 15% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/usar-stock-soars-usa-rare-earth-announces-1-6-billion-trump-admin-deal/cmy7YK1R4hG">USAR Stock Soars Pre-Market As USA Rare Earth Announces $1.6 Billion Deal With Trump Administration For An Equity Stake</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Accessories on display for the new Apple AirTag at the Apple Store George Street on April 30, 2021 in Sydney, Australia

Apple Launches Updated AirTag With Longer Range, More Powerful Tracking, Building On Its Estimated Billion-Dollar Revenue Stream

The new AirTag also features a louder speaker for an improved ability to find the tracker.

BlackRock Institutional Trust Company N.A. - iShares Global Tech ETF

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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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