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Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is trending as investors digest a massive 27 billion dollar AI infrastructure deal with Meta, paired with analyst price target hikes and ongoing support from Nvidia. While some market participants are expressing concerns over share dilution and debt financing, the broader community remains heavily focused on the company's rapid scaling and its positioning as a key player in the AI compute sector.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklo is currently trending as investors weigh recent progress on a Nuclear Regulatory Commission materials license for its subsidiary against anticipation for the upcoming earnings report. The community remains divided, with some bulls highlighting the potential for nuclear energy to meet AI-driven power demand, while others express concerns over the company's pre-revenue status and recent insider share activity.

Opendoor Technologies, Inc. engages in the operation of buying, selling, and trading of residential properties online. The company was founded by Eric Wu on December 30, 2013, and is headquartered in Tempe, AZ.

Opendoor Technologies Inc

Opendoor Technologies is experiencing significant retail momentum fueled by strong interest in its AI-driven real estate platform and optimism surrounding housing affordability legislation. Shareholders are actively debating the potential for a short squeeze, balancing excitement over the company's long-term transformation against concerns about broader market volatility and geopolitical pressures.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credo Technology is experiencing heightened volatility and community debate as investors weigh the company's strong revenue growth against broader market concerns regarding AI infrastructure spending and the copper versus optical interconnect narrative. While the stock has faced sharp pullbacks, bulls are highlighting its record-breaking revenue figures and critical role in server rack connectivity, leading to significant ongoing discussions about potential institutional accumulation and the stock's future trajectory ahead of upcoming earnings.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with Mobility Drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, or taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting Carriers with Shippers on its platform, and gives Carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Uber is experiencing significant market interest following a major expansion into autonomous robotaxi fleets through new partnerships with companies like Zoox and Nvidia. The community is actively debating the company's long-term pivot toward an 'asset-right' infrastructure model, with many investors weighing the potential of these high-tech collaborations against broader concerns regarding the stock's recent volatility and competition.

New Era Energy & Digital, Inc. is an exploration and production company, which engages in selling oil and natural gas products. The company was founded on February 6, 2023 and is headquartered in Midland, TX.

New Era Energy & Digital Inc.

New Era Energy & Digital is currently trending as investors speculate on a high-profile tenant announcement following the appointment of a new CFO with significant data center financing experience. While the community remains divided between those anticipating a major parabolic move based on upcoming project updates and those expressing frustration over delays in firm tenant news, active traders are closely monitoring volume spikes and momentum rotations.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is currently trading in a tight consolidation range as investors monitor the company's progress on its Neutron rocket and backlog conversion, while anticipation builds for a broader industry re-rating tied to the upcoming SpaceX IPO. The community remains focused on the firm's expanding defense contracts and frequent launch cadence, often comparing it to a space-based "Uber" that serves as a key player in satellite deployment and national security.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeing is trending following news that the company is in talks to sell 500 737 MAX jets to China, a move the community is closely debating alongside ongoing defense contract headlines. While bulls are focused on the potential for stabilization and massive order backlogs, skeptics remain wary of production constraints and historical volatility.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candel Therapeutics is trending following a significant $3 million insider purchase by Paul Manning, which has revitalized investor confidence despite recent volatility and capital raising efforts. The community remains hyper-focused on the company's upcoming Phase 3 prostate cancer trial results and the strategic potential for a multi-billion dollar buyout as the firm moves toward a planned BLA submission.

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

Upstart Holdings Inc

Upstart Holdings is trending as investors react to a new $1B forward-flow agreement, sparking debates between bulls betting on a potential short squeeze and bears concerned about continued downward momentum. Community discourse is heavily focused on the stock's high short interest and volatility, with participants actively tracking technical indicators and institutional sentiment while expressing frustration over the persistent gap between positive business developments and the current price action.

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<ul class="summary-bullets"><li>Retail users dismissed concerns over the delay, highlighting that it would not impact earnings.&nbsp;</li><li>In January, Meta beat street expectations for revenue and earnings in its Q4 results, posting a 24% growth in revenue.</li><li>Meta expects to report Q1 2026 revenue in the range of $53.5 billion to $56.5 billion.</li></ul>Shares of Meta Platforms Inc. (META) declined the most since Oct. 30, 2025, falling more than 4% in Friday’s trading hours after reports indicated that the release of the company’s latest artificial intelligence model, code-named Avocado, would be delayed.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260314_121344495_png_8cfbfc7a2f.webp" alt="koyfin_20260314_121344495.png" width="2400" height="1240"></figure>&nbsp;Earlier on Friday, The New York Times <a href="https://stocktwits.com/news-articles/markets/equity/why-is-meta-stock-down-in-premarket-today/cZdDIxFRIan">reported</a> that the flagship AI model had failed to meet internal benchmarks, underperforming its rivals like Google, OpenAI, and Anthropic.Meanwhile, retail sentiment around <a href="https://stocktwits.com/symbol/META">META shares</a> jumped from ‘bearish’ to ‘bullish’ territory over the past 24 hours, climbing up despite the news.<h2 class="st-heading-2">What Did Stocktwits Users Say?</h2>One bullish user dismissed concerns over the delay, calling it a ‘Fear, Uncertainty, and Doubt’ situation. The user said Meta would report blowout earnings again in the April quarter.<stembedurl>https://stocktwits.com/FallingKnifeVictim/message/647445521</stembedurl>&nbsp;Another user similarly dismissed the report, calling it speculation, while reiterating the company’s strong fundamental positioning.<stembedurl>https://stocktwits.com/kyle7324/message/647494874</stembedurl>&nbsp;Another user called the stock price dip an “overreaction,” adding that the company’s fair value was at over $700, levels at which the stock was trading at after its fourth-quarter (Q4) results.<h2 class="st-heading-2">Q4 Snapshot</h2>In January, Meta beat street expectations for revenue and earnings in its <a href="https://stocktwits.com/news-articles/markets/equity/meta-q4-earnings-beat-expectations-announces-higher-infrastructure-spend-on-superintelligence-for-2026/cmyg0zvR40A">Q4 results</a>, posting a 24% growth in revenue to $59.89 billion, and higher than consensus estimates of $58.59 billion at the time.The company’s earnings also beat market estimates, with Q4 earnings per share coming in at $8.88, 11% higher year-on-year. The strong results were a consequence of surging ad revenue, which improved 24% from the previous-year period, higher user engagement, and AI-driven efficiency gains.Meta provided a first-quarter (Q1) 2026 total revenue guidance in the range of $53.5 billion to $56.5 billion, and full-year revenue outlook of $162 billion to 169 billion.META stock climbed 3.8% in the past year.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/amazon-web-services-partners-with-cerebras-to-boost-ai-inference-speed-amid-mega-bond-sale/cZdDSI1RIOP">Amazon Web Services Partners With Cerebras To Boost AI Inference Speed Amid Mega Bond Sale</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Meta logo displays on the screen of a smartphone placed on a surface reflecting the circular Meta AI logo.

META Shares Slip Most In 4 Months After Reported AI Model Delay — So Why Is Retail Still Bullish?

A report from The New York Times on Friday indicated that the release of the company’s latest artificial intelligence model, code-named Avocado, would be delayed.

Equity

<ul class="summary-bullets"><li>Burry noted that Alphabet’s filing now includes “historical asset performance” and “expected technology developments,” with the latter representing a more formal expression.</li><li>Venture capital firm Stonebridge Capital, in response to Burry’s note, said the change looked like Alphabet was getting ahead of its AI hardware obsolescence.&nbsp;</li><li>In its latest fourth-quarter (Q4) release, Alphabet provided a capex outlook between $175 billion and $185 billion in 2026, much higher than street estimates of $119.5 billion.</li></ul>‘The Big Short’ investor Michael Burry pointed out that Alphabet Inc. (GOOG, GOOGL) has changed the phrasing and methodology in its latest annual filing with the U.S. Securities and Exchange Commission (SEC).In a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://substack.com/@michaeljburry/note/c-210328033">Substack note</a> from Thursday, Burry said that Alphabet has updated its 10-K 2025, released earlier in the day, with different wording in both its risk factors section and its property and equipment “useful lives” description.Burry noted that Alphabet’s filing now includes “historical asset performance” and “expected technology developments,” with the latter representing a formal expression “with a different proactive connotation.”<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_05_at_10_28_38_PM_png_2e1e68f7aa.webp" alt="Screenshot 2026-02-05 at 10.28.38 PM.png" width="1315" height="1018"></figure><h2 class="st-heading-2">&nbsp;</h2><h2 class="st-heading-2">What Does This Mean?</h2>Alphabet’s revised phrasing in the filing is to notify investors of changes in how it estimates the useful lives of property and equipment, and expectations about future technological developments.The change formalizes how the company will determine depreciation of its assets, likely related to its artificial intelligence infrastructure spend.“Sounds like they're getting ahead of AI hardware obsolescence. Interesting they're building that flexibility now,” said venture capital firm Stonebridge Capital, in <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://substack.com/profile/399130908-stonebridge-capital/note/c-210351068">response</a> to Burry’s note.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_05_at_10_54_08_PM_png_3b50b32065.webp" alt="Screenshot 2026-02-05 at 10.54.08 PM.png" width="1338" height="309"></figure>&nbsp;Another user, Auctus, explained that the change in methodology and phrasing indicates the company is altering its accounting estimates to change the impact on its bottom line.“By shifting the methodology for asset useful lives to a more 'proactive' and 'expected' framework, they’re effectively lowering depreciation expenses. It’s a classic move to pad earnings and offset the massive Capex drag from their AI infrastructure spend,” Auctus said in a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://substack.com/profile/308968541-auctus/note/c-210334760">response</a> to the note.<h2 class="st-heading-2">Capex Increase</h2>In its latest fourth-quarter (Q4) <a href="https://stocktwits.com/news-articles/markets/equity/alphabet-shares-down-despite-reporting-record-annual-revenue-know-why/cZbjXJVR4Ng">release</a>, Alphabet provided a capex outlook of $175 billion to $185 billion for 2026, well above street estimates of $119.5 billion, and almost double its 2025 spend.Alphabet CEO Sundar Pichai justified the increase by saying that the company’s AI investments and infrastructure have been driving revenue and growth across the board.The company also noted that the hike in its technical infrastructure investments will impact its bottom line via higher depreciation expenses and related data center costs. Alphabet said it expects its 2026 depreciation growth rate to accelerate in Q1 26 and significantly increase for the full year ahead.Alphabet reported Q4 revenue of $113.8 billion, an 18% increase from the same period last year, and ahead of analysts’ estimates of $111.5 billion. The company reported diluted earnings per share of $2.82 per share, ahead of the street consensus of $2.64 per share.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around GOOG shares was in the ‘extremely bullish’ territory over the past 24 hours. Meanwhile, message volumes jumped from ‘high’ to ‘extremely high’ levels in the same period.<a href="https://stocktwits.com/symbol/GOOG/">Shares of GOOG</a> have gained over 66% 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/google-parent-alphabet-earnings-beat-fuels-analyst-price-target-hikes-but-capex-jitters-linger/cZbZdsDR4VB">Google Parent Alphabet Earnings Beat Fuels Analyst Price Target Hikes – But Capex Jitters Linger</a>

Michael Burry attends the "The Big Short" New York premiere at Ziegfeld Theater on November 23, 2015 in New York City.

Michael Burry Flags Wording, Methodology Updates In Google Parent Alphabet’s Fresh Filing

In a Substack note, Burry said that Alphabet has updated its 10-K 2025, released earlier in the day, with different wording in its risk factors section and its property and equipment description.

ETFs to Watch as Alphabet Reports Q4 Earnings

ETFs to watch as Alphabet's earnings beat Q4 estimates, but heavy AI-driven capex weighed on market sentiment.

<ul class="summary-bullets"><li>Barclays increased its target to $360 from $315 as it kept an Overweight rating, highlighting robust fundamentals and strength in digital advertising and cloud demand.</li><li>Pivotal Research increased its price target&nbsp; to $420 from $400, maintaining a ‘Buy’ rating based on the company’s search and artificial intelligence momentum.</li><li>Alphabet said it expects to spend between $175 billion and $185 billion in 2026.</li></ul>Alphabet Inc. (GOOG,GOOGL) is drawing fresh optimism as multiple Wall Street firms lifted their stock price targets following stronger-than-expected earnings and AI-led momentum.For the fourth-quarter, the tech giant reported a revenue of $113.8 billion and earnings per share (EPS) of $2.82. Both the metrics surpassed the analysts’ consensus estimate of $111.5 and $2.64, according to Fiscal AI data.&nbsp;<h2 class="st-heading-2">Analysts Hike Price Targets On AI, Search Momentum&nbsp;</h2>Barclays, Pivotal Research and TD Cowen all raised their 12-month price targets for Alphabet, underscoring sustained faith in the search giant’s growth story. Barclays increased its target to $360 from $315 as it kept an Overweight rating, highlighting robust fundamentals and strength in digital advertising and cloud demand, according to TheFly.&nbsp;Pivotal Research increased its price target&nbsp; to $420 from $400, maintaining a ‘Buy’ rating based on the company’s search and artificial intelligence momentum, especially led by the performance of its Gemini AI and resilient search revenue.TD Cowen lifted its price target to $365 from $350, signaling that continued strength in search and cloud activity supports further stock upside.&nbsp;However,&nbsp;<a href="https://stocktwits.com/symbol/GOOGL">Alphabet Class A shares</a> traded over 2% lower in Thursday’s premarket. Investors remain cautious after the company flagged a sharp rise in future capital spending&nbsp;<h2 class="st-heading-2">Capex Fears Weigh On Investors&nbsp;</h2>Alphabet said it expects to spend between $175 billion and $185 billion in 2026, a figure far higher than the $119.5 billion estimate and almost twice as much as it invested the year before. The higher capital spending plan caused a decline in the stock price. But in the earnings call, CEO Sundar Pichai expressed optimism about the revenue potential from the investments.&nbsp;&nbsp;<blockquote>“We’re seeing our AI investments and infrastructure drive revenue and growth across the board.”-Sundar Pichai, CEO, Alphabet and Google&nbsp;&nbsp;</blockquote><h2 class="st-heading-2">What Are Stocktwits Users Saying&nbsp;</h2>On Stocktwits, retail sentiment around the stock changed to ‘extremely bullish’ from ‘bullish’ territory the previous day. Message volume shifted to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_05_061315_png_53afc63970.webp" alt="GOOGL’s Sentiment Meter and Message Volume as of 05:45 a.m. ET on Feb. 5, 2026 | Source: Stocktwits" width="930" height="101"><figcaption>GOOGL’s Sentiment Meter and Message Volume as of 05:45 a.m. ET on Feb. 5, 2026 | Source: Stocktwits</figcaption></figure>The stock saw a whopping 645% surge in user message count over 24 hours.&nbsp;A Stocktwits user expressed optimism about the company’s AI scale and monetization.&nbsp;<stembedurl>https://stocktwits.com/AlphaGrant/message/644067888</stembedurl>GOOGL stock has gained 74% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amazon-pricing-powers-curbed-in-germany-competition-authority-imposes-fine/cZbZPEIR4V3">Amazon Pricing Powers Curbed In Germany — Competition Authority Imposes $70 Million Fine</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of Google LLC, a subsidiary of Alphabet Inc. (NASDAQ: GOOGL), with the word Alphabet visible in the background.

Google Parent Alphabet Earnings Beat Fuels Analyst Price Target Hikes – But Capex Jitters Linger  

Barclays, Pivotal Research and TD Cowen all raised their 12-month price targets for Alphabet, underscoring sustained faith in the search giant’s growth story.

Disney-Heavy ETFs to Watch Amid Q1 Earnings & CEO Change 

Mixed earnings and a shift in leadership put ETFs with heavy exposure to the Walt Disney Company in focus.

<ul class="summary-bullets"><li>As Chairman of Disney Experiences, D’Amaro has led the company’s largest business segment, generating $36 billion in annual revenue in the fiscal year 2025.</li><li>Dana Walden, Co-Chairman of Disney Entertainment, has been named President and Chief Creative Officer.&nbsp;</li><li>Robert Iger will continue as a Senior Advisor and board member until his retirement at the end of 2026.</li></ul>The Walt Disney Co. (DIS) on Tuesday announced a major leadership transition, appointing Josh D’Amaro as its next Chief Executive Officer.&nbsp;The appointment will be effective at Disney’s annual meeting on March 18. It will see D’Amaro succeed longtime CEO Robert A. Iger. The Board also plans to formally add D’Amaro as a director immediately following the meeting, completing a carefully orchestrated succession plan.<h2 class="st-heading-2">Insider’s Rise To The Top Role&nbsp;&nbsp;</h2>As Chairman of Disney Experiences, D’Amaro has led the company’s largest business segment, generating $36 billion in annual revenue in the fiscal year 2025 and managing 185,000 employees globally.&nbsp;Under his leadership, landmark attractions such as Star Wars: Galaxy’s Edge, Avengers Campus, and Mickey &amp; Minnie’s Runaway Railway were launched, with upcoming projects including Monsters, Inc., Avatar, Cars, and Disney Villains-themed expansions.During his 28-year tenure at Disney, he has driven the company’s most extensive expansion of theme parks and immersive experiences. The transition also includes Dana Walden, Co-Chairman of Disney Entertainment,&nbsp;who has been named President and Chief Creative Officer.&nbsp;Following the announcement, Disney’s stock traded over 1% higher in Tuesday’s premarket.&nbsp;On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory amid ‘extremely high’ message volume levels.&nbsp;<h2 class="st-heading-2">Iger’s Legacy</h2>Iger has mentored both D’Amaro and Walden throughout the succession process. He will continue as a Senior Advisor and board member until his retirement at the end of 2026.&nbsp;Since returning to leadership in 2022, Iger has guided Disney through industry disruption, restructuring the company, and implementing four strategic priorities: enhancing studio output, achieving streaming profitability, solidifying ESPN’s digital presence, and accelerating growth in Disney Experiences.D’Amaro’s appointment concludes a multi-year, Board-led succession planning process initiated in January 2023.&nbsp;DIS stock has declined by 8% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/cyn-stock-surging-pre-market-nvidia-connection/cZbiMH3R4ly">CYN Stock Is Surging Pre-Market — What's The Nvidia Connection?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Walt Disney Company logo is seen displayed on the screen of a tablet.

Disney Names Josh D’Amaro CEO, Dana Walden Becomes Chief Creative Officer

The appointment, effective at Disney’s annual meeting on March 18, will see D’Amaro succeed longtime CEO Robert A. Iger. 

<ul class="summary-bullets"><li>Sowmyanarayan Sampath leads Verizon’s largest business unit, the consumer division.&nbsp;</li><li>He was widely viewed within the industry as the likely successor to former CEO Hans Vestberg.</li><li>Wells Fargao raised the price target after highest postpaid phone additions since 2019 during Schulman’s first quarter at the helm.</li></ul>Verizon Communications Inc. (VZ) is reportedly exploring leadership changes, amidst increasing competition from rivals and recent service disruptions that have tested customer loyalty.According to a Financial Times&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/005f81ee-1fae-4d60-b831-7608a8bf0687">report</a>, Verizon is looking to replace Sowmyanarayan Sampath, who had long been seen as the leading candidate for the CEO role.<h2 class="st-heading-2">Shift At The Top</h2>Sampath leads Verizon’s largest business unit, the consumer division.&nbsp;He was widely viewed within the industry as the likely successor to former CEO Hans Vestberg before the board tapped long-time director and ex-PayPal chief Dan Schulman to take the reins in late 2025, the report cited.&nbsp;<a href="https://stocktwits.com/symbol/VZ">Verizon stock</a> inched 0.5% lower in Monday’s premarket. On Stocktwits, retail sentimenta round the stock remained in ‘extremely bullish’ territory amid ‘high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_02_063929_png_ed5041dae9.webp" alt="VZ’s Sentiment Meter and Message Volume as of 07:30 a.m. ET on Feb. 2, 2026 | Source: Stocktwits" width="926" height="107"><figcaption>VZ’s Sentiment Meter and Message Volume as of 07:30 a.m. ET on Feb. 2, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Market Struggles Fuel Change</h2>Insiders say Schulman, who was given a 27-month contract, is using the period to evaluate and potentially refresh the executive bench, according to the report.&nbsp;Verizon’s move comes as the company struggles to keep pace with competitors, losing ground in the important postpaid phone segment to T-Mobile US&nbsp; (TMUS) and AT&amp;T (T). The challenges have compounded following a major outage in January that left many users without service.According to a CNET report, the service outage affected about 2 million users, prompting the company to provide a $20 credit to the impacted customers. The telecon giant said the issue was related to software and added that there is no sign of a cybersecurity breach.<h2 class="st-heading-2">Analysts’ Take&nbsp;</h2>Wells Fargo analyst Eric Luebchow increased Verizon’s price target to $44 from $41 while maintaining an ‘Equal Weight’ rating, according to TheFly. The move comes after observing the highest postpaid phone additions since 2019 during Schulman’s first quarter at the helm, signaling strong customer retention and growth momentum.Meanwhile, Morgan Stanley also lifted its price target to $49 from $47, keeping an ‘Equal Weight’ stance. The firm highlighted the updated 2026 outlook as balancing aggressive promotional strategies with disciplined financial management.&nbsp;VZ stock has gained over 11% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/polestar-stock-gains-pre-market-400-m-bank-backed-financing/cZbgkxSR4kP">Polestar Stock Gains Pre-Market After Securing $400M Bank-Backed Financing</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Verizon Reportedly Considers Executive Shakeup Amid Service Outages And Rival Pressure

According to a Financial Times report, Verizon is looking to replace Sowmyanarayan Sampath, who had long been seen as the leading candidate for the CEO role.

ETFs in Spotlight as META Shares Rally 10% Post Q4 Earnings Beat

META shares surge over 10% after a Q4 earnings and guidance beat, putting Meta-heavy ETFs in focus for investors seeking upside with less risk.

<ul class="summary-bullets"><li>Barclays said Meta continues to lead the digital advertising market, with artificial intelligence providing additional upside.</li><li>UBS expects earnings estimates for 2026 and 2027 to rise as Meta begins to realize measurable benefits from its AI strategy.</li><li>Bank of America increased its price target to $885 from $810 while keeping a ‘Buy’ recommendation.</li></ul>Meta Platforms Inc. (META) drew fresh optimism from Wall Street after several firms lifted their price targets on the social media and advertising giant, citing increasing ad growth and improving returns from artificial intelligence investments.&nbsp;<a href="https://stocktwits.com/symbol/META">Meta stock</a> traded over 8% higher in Thursday’s premarket.The tech giant posted a fourth-quarter (Q4)&nbsp;revenue of $59.89 billion and earnings per share (EPS) of $8.88, both exceeding the analysts’ consensus estimate of $58.59 billion and $8.02, according to Fiscal AI data.&nbsp;<h2 class="st-heading-2">Advertising Momentum</h2>Barclays raised its price target to $800 from $770 while reaffirming an ‘Overweight’ stance, according to TheFly. The firm highlighted a sharp rebound in advertising momentum, noting that revenue growth above 30% has eased many lingering investor worries about rising costs and capital intensity.Barclays said Meta continues to lead the digital advertising market, with artificial intelligence providing additional upside that has yet to be fully reflected in forecasts.UBS echoed that view, lifting its own price target to $872 from $830 and maintaining a ‘Buy’ rating. The firm expects earnings estimates for 2026 and 2027 to rise as Meta begins to realize measurable benefits from its AI strategy.&nbsp;Morgan Stanley, Jefferies and Piper Sandler increased their price targets as well, with Jefferies saying Meta’s strong revenue performance shows that AI-driven growth is proving the value of its investment programs.&nbsp;<h2 class="st-heading-2">Bank Of America Perspective</h2>Bank of America increased its price target to $885 from $810 while keeping a ‘Buy’ recommendation, citing that Meta’s investment cycle is producing tangible returns.&nbsp;According to BofA, Meta is building a powerful infrastructure base while still funding expansion internally, with free cash flow projected to turn positive in 2026. The firm also said losses at Reality Labs are likely to peak this year.Meta, which owns Facebook, said it plans to spend much more on capital investments in 2026, estimating costs between $115 billion and $135 billion, a sharp increase from about $72 billion spent in 2025.<h2 class="st-heading-2">The Retail Mood</h2>On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory while message volume changed to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_29_062233_png_d797811f5a.webp" alt="META’s Sentiment Meter and Message Volume as of 06:00 a.m. ET on Jan. 29, 2026 | Source: Stocktwits" width="927" height="103"><figcaption>META’s Sentiment Meter and Message Volume as of 06:00 a.m. ET on Jan. 29, 2026 | Source: Stocktwits</figcaption></figure>META stock has declined by over 1% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-vtix-stock-surging-today/cmyieKzR4Kh">A Tiny Float, Volatile Swings: Why Virtuix Is On Traders’ Radar</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Meta Q4 Earnings Beat Fuels New Price Target Hikes On AI, Ad Growth Optimism

Barclays raised its price target to $800 from $770 and highlighted a sharp rebound in advertising momentum, noting that revenue growth above 30% has eased many lingering investor worries.

<ul class="summary-bullets"><li>Rothschild raised Meta’s price target to $900 from $740.</li><li>Analyst James Cordwell suggested Meta’s shares might briefly trade down to the mid-$500s following its fourth-quarter (Q4) results.</li><li>The company is scheduled to report its Q4 earnings on Wednesday.&nbsp;</li></ul>Meta Platforms, Inc. (META) received a bullish rating from Rothschild &amp; Co Redburn, which upgraded the tech giant’s stock to ‘Buy’ from ‘Neutral’ and considerably increased the price target to $900 from $740.The new price target implies a potential 36% upside to the stock’s price as of Friday’s closing.&nbsp;<h2 class="st-heading-2">Strategic Valuation View</h2>Analyst James Cordwell’s revised outlook stems from a belief that the current stock price does not fully reflect the company’s long-term earnings potential. While noting that higher near-term costs could depress 2026 earnings estimates, he stated that this creates an opportunity for patient investors.<a href="https://stocktwits.com/symbol/META">Meta Platforms’ stock</a> inched 0.5% higher in Monday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory amid ‘high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_26_072004_png_dddc6bef3d.webp" alt="META’s Sentiment Meter and Message Volume as of 07:00 a.m. ET on Jan. 26, 2026 | Source: Stocktwits" width="929" height="101"><figcaption>META’s Sentiment Meter and Message Volume as of 07:00 a.m. ET on Jan. 26, 2026 | Source: Stocktwits</figcaption></figure>In his note, the analyst suggested that Meta’s shares might briefly trade down to the mid-$500s following its fourth-quarter (Q4) results if expenses remain elevated. However, Cordwell highlighted a “disconnect” between the company’s market price and underlying business value, implying more upside than downside from current levels.&nbsp;<h2 class="st-heading-2">Time To Add Position&nbsp;</h2>The upgrade comes ahead of Meta’s fiscal 2026 guidance, which Cordwell anticipates will integrate cost assumptions with limited immediate AI-driven earnings boosts. He stated that this window may be an ideal moment to begin or add to positions.&nbsp;The company is scheduled to report its Q4 earnings on Wednesday. Analysts expect a Q4 revenue of $58.410 billion and earnings per share (EPS) of $8.19, according to Fiscal AI data.&nbsp;Meta has been increasing capital spending to build data centers, which are&nbsp;critical to staying competitive in the artificial intelligence race. CEO Mark Zuckerberg has committed to investing at least $600 billion in the U.S. toward building data centers.META stock has declined 0.2% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ionq--said-to-buy-sky-water-for-1-8-billion/cmy7V0TR4WD">IonQ Said To Buy SkyWater For $1.8 Billion In Push Toward Domestic Quantum Hardware</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A computer screen displays Meta logo and a mobile phone screen displays Meta CEO Mark Zuckerberg in the foreground. (Photo by Arda Kucukkaya/Anadolu via Getty Images)

META Stock Gets ‘Buy’ Upgrade: Rothschild Redburn Lifts Price Target To $900 Ahead Of Earnings

Analyst James Cordwell’s revised outlook stems from a belief that the current stock price does not fully reflect the company’s long-term earnings potential.

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