SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

SpaceX engineers reusable launch vehicles and the Starlink satellite constellation for global broadband. Their focus on rapid reusability and vertical integration drives down launch costs and accelerates space access.

SpaceX PreStocks

Social media discourse surrounding SpaceX is currently dominated by warnings about illegitimate crypto tokens impersonating the company ahead of a rumored future IPO. While some users express genuine interest in tracking the company's valuation through related space sector ETFs and proxies, the community is heavily focused on labeling these tokenized 'pre-stocks' as potential scams and rug pulls.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others segments. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes China commerce retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment is involved in To-Home businesses, which include Ele.me, local services and delivery platform, and Taoxianda, and To-Destination segment businesses which include Amap, the provider of mobile digital map, navigation and real-time traffic information, and restaurant and local services guide platform. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solution. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is generating significant buzz as investors weigh the company's aggressive AI and cloud infrastructure pivot against upcoming earnings and high-stakes geopolitical trade talks. While the community is split between bullish sentiment over long-term AI potential and skepticism surrounding recent earnings volatility, attention is heavily focused on whether institutional positioning will trigger a re-rating for the stock.

Kraken Robotics, Inc. engages in the design, manufacture, and sale of software-centric sensors, subsea batteries, thrusters and underwater robotic systems. It operates through the following geographical segments: Asia Pacific, Europe, Middle East and Africa, North America, and Other. The company was founded on May 14, 2008, and is headquartered in Mt. Pearl, Canada.

Kraken Robotics Inc

Kraken Robotics is seeing significant community interest driven by its strategic acquisition of Covelya Group, which bolsters its subsea technology platform, and heightened geopolitical focus on critical underwater infrastructure protection. Investors are actively discussing the company's long-term defense sector role, its potential for major exchange uplisting, and strong revenue growth outlook.

Bankr is an advanced AI agent focused on simplifying the process of buying and selling digital assets. Bankr was the first AI agent on Farcaster to help you quickly buy all your favorites coins directly in the social. BankrCoin is the official coin of the agent and was deployed by Bankr itself directly in the Farcaster social feed. Fees from swaps go to support BankrCoin. Bankr is available on Farcaster and will soon be launching a private terminal, token recs, and limit orders on Base.

BankrCoin

BankrCoin is trending as the community highlights its AI-native infrastructure, with recent activity fueled by platform developments and rumors of a potential buyout. Investors are actively discussing the token's long-term utility in the Base ecosystem and debating whether current market price action offers an accumulation opportunity or signs of manipulation.

Karyopharm Therapeutics, Inc. is a commercial-stage pharmaceutical company, which engages in the discovery, development, and commercialization of drugs directed against nuclear export for the treatment of cancer and other diseases. The company was founded by Joseph Araujo, Ronald A. DePinho, Pamela A. Silver, Giulio Draetta, Michael G. Kauffman, and Sharon Shacham on December 22, 2008 and is headquartered in Newton, MA.

Karyopharm Therapeutics Inc

Karyopharm Therapeutics is currently trending due to the completed enrollment of its Phase 3 SENTRY trial for myelofibrosis, though community discussion remains deeply polarized by frustration over persistent financial instability and long-standing concerns regarding executive leadership. Investors are actively debating the potential for a clinical turnaround against the backdrop of an extended cash runway and the company's challenging historical performance.

Harvest Portfolios Group Inc - Harvest Canadian High Income Shares ETF

Harvest Canadian High Income Shares ETF

Investors are closely monitoring the ETF's performance in light of news regarding its underlying major holdings and are actively discussing the benefits of dividend compounding through monthly distributions. The community is focused on the fund's resilience during broader market fluctuations, often weighing its strategy of maintaining exposure to leading Canadian companies.

Wave Life Sciences Ltd. is a clinical-stage biotechnology company, which focuses on developing its proprietary RNA medicines platform and PRISM. It also develop and commercialize a pipeline RNA medicines in a variety of therapeutic areas. The company was founded by Gregory L. Verdine and Takeshi Wada on July 23, 2012 and is headquartered in Singapore.

Wave Life Sciences Ltd.

Wave Life Sciences Ltd

Wave Life Sciences is currently trending as investors focus on its RNA-based pipeline and the potential for strategic M&A following GSK's decision to return rights for its AATD candidate. The community is actively discussing the stock's long-term potential in the obesity market, with significant attention on upcoming trial data readouts and how the company's muscle-sparing approach compares to current GLP-1 standards.

Halozyme Therapeutics, Inc. is a biopharmaceutical technology platform company. It engages in developing, manufacturing, and commercializing drug-device combination products using advanced auto-injector technology that are designed to provide commercial or functional advantages such as improved convenience and tolerability, and enhanced patient comfort and adherence. The company was founded by Gregory Ian Frost on February 26, 1998 and is headquartered in San Diego, CA.

Halozyme Therapeutics Inc.

Halozyme Therapeutics is currently in the spotlight as investors react to the company's non-binding proposal to acquire Evotec, with community sentiment largely favoring a more disciplined approach to capital allocation. Discussion remains centered on the company's strong fundamentals and cash flow, with active debate regarding whether leadership should pursue this acquisition or prioritize share repurchases and internal growth.

Evolution Metals & Technologies Corp. engages in developing a global supply chain for critical minerals and materials. It focuses on automotive, renewable energy, and military and defense sectors. The company is headquartered in West Palm Beach, FL.

Evolution Metals & Technologies Corp.

Evolution Metals & Technologies Corp. Common Stock

Evolution Metals & Technologies is drawing significant investor interest due to its pivot toward a vertically integrated U.S. supply chain for critical minerals and rare earth magnets, which community members view as a strategic hedge against international trade tensions. While some participants are wary of potential volatility and bot activity, the stock is currently trending on the back of news regarding infrastructure expansion and institutional investment, fueling speculation about its long-term role in domestic industrial independence.

Select Sector SPDR Trust (The) - State Street Industrial Select Sector SPDR ETF

Industrial Select Sector SPDR Fund

The Industrial Select Sector SPDR Fund (XLI) is seeing significant community focus as technical analysts leverage Elliott Wave strategies to identify and trade within high-probability reaction zones. While some investors are concerned about broader economic headwinds and sector rotation, others remain bullish, viewing current pullbacks as strategic entry points for long-term industrial exposure.

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Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

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SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

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<ul class="summary-bullets"><li>Starbucks reported 6.2% global comparable store sales growth, driven mainly by higher U.S. customer traffic.</li><li>The stock has gained over 25% so far this year, leaving peers like McDonald's and Chipotle Mexican Grill behind.&nbsp;</li><li>A slew of Wall Street firms have raised their price targets following the earnings.&nbsp;</li></ul>Starbucks (SBUX) has staged a sharp turnaround in early 2026, with investors cheering a renewed growth story centered on operational fixes, stronger customer traffic, and improving margins.&nbsp;The coffee giant’s latest fiscal second-quarter (Q2) performance has reignited confidence in its long-term strategy under CEO Brian Niccol, positioning the company on a path to be one of the standout performers in the consumer discretionary market this year.<h2 class="st-heading-2">SBUX’s&nbsp;Strong Quarterly Breakout&nbsp;</h2>Starbucks’ Q2 earnings on April 28 marked a major milestone as it delivered both revenue and profit growth for the first time in over two years. The coffee house giant posted global comparable-store sales growth of 6.2%, driven largely by higher customer transactions in the United States, where traffic growth hit a three-year high.&nbsp;The results signaled that the company’s “Back to Starbucks” initiative is beginning to translate into measurable financial progress as it works to restore momentum in its core business.Global comparable store sales growth was supported by higher transactions and improved average spending per visit. Revenue rose 9% year-on-year (YoY) to $9.5 billion, while adjusted earnings improved 22% YoY to $0.50 per share. Operating margins expanded 180 basis points to 8.7%.&nbsp;“Our second quarter marked the turn in our turnaround as our Back to Starbucks plan drove both top and bottom line growth,” said Brian Niccol, chairman and CEO.&nbsp;<a href="https://stocktwits.com/symbol/SBUX">Starbucks’ stock</a> inched 0.05% higher in Friday’s premarket.&nbsp;On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_01_050641_png_ae43fa19ab.webp" alt="SBUX’s Sentiment Meter and Message Volume as of 04:00 a.m. ET on May. 1, 2026 | Source: Stocktwits" width="929" height="100"><figcaption>SBUX’s Sentiment Meter and Message Volume as of 04:00 a.m. ET on May. 1, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Traffic Growth Drives SBUX’s Core Recovery</h2>Customer activity proved to be the main engine of growth, with U.S. comparable transactions rising 4.3% YoY and overall North American sales increasing 7.1% YoY. The company credited faster service times, improved store execution, and a renewed focus on in-store experience for the gains.&nbsp;The company has been trying to make its operations easier and speed up service, with a goal of serving drinks in under 4 minutes. It is also cutting down the menu, improving store efficiency, and bringing back a more traditional café experience.&nbsp;Starbucks’ 25% surge so far this year has left its peers like McDonald's (MCD) and &nbsp; Chipotle Mexican Grill (CMG) behind. Both MCD and CMG have fallen over 3% and 8%, respectively.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260501_040829731_png_9a687396aa.webp" alt="Chart Comparing SBUX, MCD And CMG Returns In 2026.(Source:Koyfin)" width="2400" height="1240"><figcaption>Chart Comparing SBUX, MCD And CMG Returns In 2026.(Source:Koyfin)</figcaption></figure>Starbucks raised its full-year outlook, projecting at least 5% global comparable sales growth from the previous outlook of 3% and earnings per share between $2.25 and $2.45.<h2 class="st-heading-2">SBUX Has Wall Street’s Backing&nbsp;</h2>Several Wall Street firms raised their price targets after the company delivered better-than-expected quarterly results and showed improving sales around the world. Analysts said stronger customer demand, better operations, and a clearer growth outlook are behind the positive sentiment.Bank of America raised its price target to $137 from $130 and kept a “Buy” rating. It pointed to better-than-expected same-store sales and ongoing operational improvements. The firm also said growth in North America and international markets is stronger than it previously forecast.DA Davidson lifted its price target to $102 from $97 but kept a Neutral rating, saying strong recent results are already priced in and upside may be limited without faster execution.Piper Sandler also raised its target to $110 from $103 and maintained an Overweight rating. The firm described Starbucks’ quarterly performance as solid, emphasizing that transaction growth improved even against tougher comparisons.&nbsp;SBUX stock traded over 28% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/sdot-overnight-rally-sparks-retail-frenzy-but-risks-remain-elevated/cZQNyoOReIu">SDOT’s 37% Overnight Rally Sparks Retail Frenzy – But Risks Remain Elevated</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Starbucks pumpkin and regular reusable cups are seen on display in Starbucks in Krakow, Poland on October 28, 2022.

SBUX Stock Wraps Best Month In Over A Year — Is A New Growth Era Under Niccol Leadership Finally Brewing? 

The coffee house giant reported strong second-quarter earnings and comparable sales guidance. 

Equity

The coffee house giant reported strong second-quarter earnings and comparable sales guidance. 


Should You Invest in the iShares U.S. Consumer Discretionary ETF (IYC)?

<ul class="summary-bullets"><li>The streaming giant said the acquisition aligns with its approach of combining technological innovation with storytelling.</li><li>Affleck said the idea for InterPositive emerged after he closely observed early uses of artificial intelligence in film production around 2022.&nbsp;</li><li>The company designs tools to cater to the technical and creative realities of a film set.</li></ul>Netflix Inc. (NFLX) on Thursday announced that it has acquired InterPositive, an artificial intelligence-based filmmaking technology startup founded by actor and filmmaker Ben Affleck, as the streaming company pushes deeper into AI tools designed for movie and television production.&nbsp;The deal brings InterPositive’s engineering and research team into Netflix while Affleck will serve as a senior advisor, helping guide the development of creator-focused technology for the entertainment industry.<h2 class="st-heading-2">Creator-Focused Technology</h2>The streaming giant said the acquisition aligns with its approach of combining technological innovation with storytelling. According to Affleck, the idea for InterPositive emerged after he closely observed early uses of artificial intelligence in film production around 2022.&nbsp;He said that many emerging AI systems were not built with filmmakers’ real-world workflows in mind. As a result, the company began designing tools tailored to the technical and creative realities of a film set, including camera behaviour and lighting changes.<blockquote>“We believe new tools should expand creative freedom, not constrain it or replace the work of writers, directors, actors, and crews.”-Bela Bajaria, Chief Content Officer, Netflix&nbsp;</blockquote><a href="https://stocktwits.com/symbol/NFLX">Netflix stock</a> inched 0.03% lower on Thursday afternoon. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory amid ‘extremely high’ message volume levels.&nbsp;<h2 class="st-heading-2">Push To Protect Human Creativity</h2>According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-03-05/netflix-acquires-ben-affleck-founded-ai-moviemaking-business">report</a>, artificial intelligence is becoming more common in Hollywood, as companies like Walt Disney Co. (WBD) and Paramount Skydance Corp.(PSKY) look to use the technology. However, it has also raised worries that these tools could replace jobs held by actors, writers, and other workers in the industry.<blockquote>“We also need to preserve what makes storytelling human, which is judgment. The kind that takes decades to build, experience to hone, and that only people can have. I knew I had a responsibility to my peers and our industry, to protect the power of human creativity and the people behind it. In creating InterPositive, I sought to do just that.”-Ben Affleck, Filmmaker and Founder, InterPositive</blockquote>FLX stock has gained over 5% in the last 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/paramount-skydance-ceo-david-ellison-says-wbd-deal-positions-it-to-compete-more-effectively-globally-report/cZdQDDQRI3k">Paramount Skydance CEO David Ellison Says WBD Deal Positions It To Compete More Effectively Globally: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Netflix, Inc. (NASDAQ: NFLX) releases a financial earnings report on October 21, 2025. 

Netflix Acquires Ben Affleck’s InterPositive To Develop AI Tools For Filmmakers

The deal brings InterPositive’s engineering and research team into Netflix, while Affleck will serve as a senior advisor.

<ul class="summary-bullets"><li>In its filing, Amazon outlined that it may raise funds through a range of securities, including debt, equity, and hybrid securities.</li><li>Amazon has guided capital expenditures of around $200 billion for 2026.</li><li>Morgan Stanley highlighted the company’s potential as an “under-appreciated GenAI winner.”</li></ul>Amazon.com Inc. (AMZN) on Friday filed a new&nbsp;shelf registration statement with the U.S. Securities and Exchange Commission (SEC)&nbsp;that outlines the range of financial instruments it may offer to the public, including debt, equity, and hybrid securities to raise funds.However, the retail giant didn’t specify the size of any offering. Amazon stock traded over 8% lower in Friday’s premarket.&nbsp;<h2 class="st-heading-2">Amazon’s Capital Expenditure Plan&nbsp;</h2>The tech giant has guided capital expenditure of around $200 billion for 2026.&nbsp;“With such strong demand for our existing offerings and seminal opportunities like AI, chips, robotics, and low-earth-orbit satellites, we expect to invest about $200 billion in capital expenditures across Amazon in 2026, and anticipate strong long-term return on invested capital,” Andy Jassy, President and CEO of Amazon, said in the fourth-quarter earnings report.Jassy explained that the capital expenditures would predominantly be in Amazon Web Services (AWS). AWS revenue in the fourth quarter (Q4) increased 24% year-on-year (YoY) to $35.58 billion.&nbsp;On Stocktwits, retail sentiment around the stock changed to ‘extremely bullish’ from ‘bullish’ territory the previous day. Message volume improved to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;<h2 class="st-heading-2">What Is the Street Saying?</h2>Morgan Stanley analyst Brian Nowak lowered the price target for Amazon shares to $300 from $315, but maintained an ‘Overweight’ rating, citing strong growth at Amazon Web Services (AWS) and improving efficiency in its Retail operations, according to The Fly.&nbsp;According to Nowak, Amazon’s consistent return on invested capital makes it a compelling long-term opportunity. The analyst highlighted the company’s potential as an “under-appreciated GenAI winner,” reflecting confidence in Amazon’s strategic positioning despite recent spending increases.Meanwhile, KeyBanc analyst Justin Patterson trimmed his price target from $308 to $285, keeping an ‘Overweight’ rating. The firm noted that Amazon’s Q4 results laid bare the effect of heavy capital expenditures to support anticipated AI workloads. This investment temporarily depresses free cash flow and earnings per share, though the firm still values long-term growth potential.AMZN stock has declined by over 6% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-roivant-sciences-stock-gain-pre-market-today/cZbFgIRR4FR">Why Did Roivant Sciences Stock Gain 9% Pre-Market Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A view of the Amazon warehouse in Pawlikowice, Poland on May 29, 2025. 

Amazon Files For Mixed Shelf Offering To Support Future Capital Needs

Amazon shares traded 8% lower on Friday morning; the company did not specify the size of the offering in its filing.

<ul class="summary-bullets"><li>Piper Sandler emphasized the strength of Walmart’s apparel assortment and value pricing.</li><li>Evercore ISI raised its price target to $130 from $125 while keeping an ‘Outperform’ rating.</li><li>Walmart expects net sales growth&nbsp;of 4.8% to 5.1% for fiscal 2026.&nbsp;</li></ul>Walmart Inc. (WMT) reached a major financial milestone on Tuesday, with its market capitalization climbing above $1 trillion.&nbsp;The retail giant’s&nbsp;<a href="https://stocktwits.com/symbol/WMT">stock</a> traded over 1% higher on Tuesday morning. Crossing the $1 trillion threshold places Walmart alongside major technology companies that have hit similar valuations. Fellow consumer names such as Target (TGT) and Costco Wholesale (COST) remain below this mark.<h2 class="st-heading-2">Analysts’ Confidence&nbsp;</h2>Piper Sandler boosted its price target on Walmart to $130 from $123 on Tuesday, maintaining an ‘Overweight’ rating on the stock, according to TheFly. The firm emphasized the strength of Walmart’s apparel assortment and value pricing, which it says is helping the retailer expand its customer base and deliver margins above competitors.&nbsp;Evercore ISI raised its price target to $130 from $125 while keeping an ‘Outperform’ rating, reflecting optimism across the company’s Retail Broadlines &amp; Hardlines coverage.On Stocktwits, retail sentiment around the stock jumped to ‘bullish’ from ‘bearish’ territory the previous day. Meanwhile, message volume shifted to ‘high’ from ‘normal’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_03_103032_png_e98310e89c.webp" alt="WMT’s Sentiment Meter and Message Volume as of 10:15 a.m. ET on Feb. 3, 2026 | Source: Stocktwits" width="933" height="104"><figcaption>WMT’s Sentiment Meter and Message Volume as of 10:15 a.m. ET on Feb. 3, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Walmart’s Growing Online Business And Investments</h2>According to a Wall Street Journal&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/business/retail/walmart-trillion-dollar-valuation-market-cap-27498d7d">report</a>, industry analysts attributed this valuation leap to Walmart’s growing online business and significant investments in logistics, automation, and artificial intelligence.&nbsp;Over the past decade, Walmart has ramped up its digital capabilities, improved delivery speeds, and expanded its e-commerce offerings, drawing new customers and boosting sales, particularly during and after the pandemic, the report cited.&nbsp;<h2 class="st-heading-2">John Furner As The New CEO&nbsp;</h2>In November, Walmart said that John Furner will become its new chief executive on February 1. He has succeeded Doug McMillon, who retired on January 31, after serving as CEO for more than 10 years.Furner, who has served as President and CEO of Walmart U.S. since 2019, has led the company’s largest operating segment, comprising more than 4,600 stores. According to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/02/03/walmart-wmt-hits-1-trillion-market-cap.html">report</a>, Furner led several major efforts, including curbside pickup and stronger store-brand products, which helped Walmart attract wealthier customers as higher prices squeezed household food spending.&nbsp;In its third-quarter earnings report in November, the retail giant said it expects net sales growth in the range of 4.8% to 5.1% for fiscal year 2026 and adjusted earnings per share between $2.58 and $2.63.&nbsp;WMT stock has gained over 13% year-to-date, overwhelmingly surpassing the S&amp;P 500’s over 1% gain in the same period.&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.

The exterior of a Walmart store in Hollywood, Florida. (Photo by Joe Raedle/Getty Images)

Walmart Surpasses $1 Trillion Valuation For The First Time

Crossing the $1 trillion threshold places Walmart alongside other major global players that have hit similar valuations, most of which are in the technology sector.

<ul class="summary-bullets"><li>Disney’s entertainment arm posted a 7% YoY revenue uplift, but rising costs for programming, production, and marketing outpaced gains.</li><li>The company’s overall revenue grew 5% YoY and exceeded the Street estimates.&nbsp;</li><li>The company reaffirmed expectations for double-digit adjusted EPS growth and $19 billion in operating cash flow in 2026.</li></ul>The Walt Disney Co. (DIS) announced on Monday that it recorded a 5% year-on-year growth in revenue to $26 billion for the first-quarter fiscal 2026, exceeding the analysts’ consensus estimate of $25.59 billion, according to Fiscal AI data.&nbsp;Adjusted earnings per share (EPS) of $1.63, narrowed YoY but beat the Street consensus of $1.58. Disney’s entertainment arm posted a 7% YoY revenue uplift, but rising costs for programming, production and marketing outpaced gains, dragging operating profit down to around $1.1 billion.&nbsp;Subscription video-on-demand (SVOD) revenue grew about 11% YoY, and SVOD operating income expanded by nearly 70% YoY to $450 million, underscoring continued audience engagement.<a href="https://stocktwits.com/symbol/DIS">Disney’s stock</a> traded over 3% higher in Monday’s premarket.&nbsp;On Stocktwits, retail sentiment around the stock changed to ‘extremely bullish’ from ‘neutral’ territory the previous day. Message volume shifted to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;<h2 class="st-heading-2">Experiences And Parks Growth</h2>Disney’s experiences division delivered standout performance, generating approximately $10.0 billion in revenue, a 6% YoY growth and nearly $3.3 billion in segment profit.&nbsp;<blockquote>“We delivered strong box office performance in calendar year 2025 with billion-dollar hits like Zootopia 2 and Avatar: Fire and Ash, franchises that generate value across many of our businesses.’-Bob Iger, CEO, Walt Disney</blockquote>Looking ahead to the second quarter (Q2) and full fiscal 2026, Disney forecasts segment profitability roughly in line with year-ago levels in entertainment, SVOD operating income of $500 million, and modest gains in experiences.&nbsp;For 2026, the company reaffirmed expectations for double-digit adjusted EPS growth and $19 billion in operating cash flow, along with plans to repurchase up to $7 billion in stock.The media giant stated in a regulatory filing in December that it plans to reveal CEO Bob Iger’s replacement in early 2026.DIS stock has declined by 1% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/president-trump-12-billion-critical-minerals-reserve-china/cZbgZkIR4k3">President Trump Plans $12 Billion Critical Minerals Reserve To Cut Reliance On China: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

DIS Stock Gains Pre-Market After Q1 Beat, Despite Profit Strain In Entertainment Unit 

Adjusted earnings per share (EPS) of $1.63, narrowed YoY but beat the Street consensus of $1.58.

<ul class="summary-bullets"><li>Ives said one of the biggest questions surrounding Tesla is how many cities the company plans to enter with its Robotaxi network.</li><li>Analysts expect Tesla’s fourth-quarter (Q4) revenue to be $24.752 billion and earnings per share (EPS) of $0.45.</li><li>Last week, CEO Elon Musk said that the company has started offering robotaxi trips to the public in Austin without a safety driver.</li></ul>Dan Ives, managing director at Wedbush Securities, reportedly said&nbsp;Tesla Inc. (TSLA) is entering what he sees as the most pivotal phase in its history, as attention shifts away from near-term vehicle deliveries and toward the company’s ambitions in autonomous driving and robotics.According to CNBC, Ives said investors are now focused on Tesla’s long-term technological roadmap, particularly its progress in self-driving capabilities and Robotaxi deployment.<h2 class="st-heading-2">What To Look For In Earnings?&nbsp;</h2>According to Ives, one of the biggest questions surrounding Tesla is how many cities the company plans to enter with its Robotaxi network.<blockquote>“This is the time for the autonomous robotics future for Musk. I think everyone is gonna be focused on the wayout in terms of how many cities Robotaxis plan to be in.”-Dan Ives,&nbsp;Managing Director, Wedbush Securities&nbsp;</blockquote>Tesla stock traded over 1% lower in Monday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory amid ‘normal’ message volume levels.&nbsp;Analysts expect Tesla’s fourth-quarter (Q4) revenue to be $24.752 billion and earnings per share (EPS) of $0.45, according to Fiscal AI data. The company is scheduled to report Q4 earnings on Wednesday.&nbsp;<h2 class="st-heading-2">Robotaxi Momentum&nbsp;</h2>Last week, CEO Elon Musk said the company has started offering robotaxi trips to the public in Austin without a safety driver in the front seat, calling it a significant move in Tesla’s push toward fully self-driving vehicles.“Just started Tesla Robotaxi drives in Austin with no safety monitor in the car. Congrats to the TeslaAI team!” Musk said in a post on the social media platform X.&nbsp;Tesla is shifting its focus toward artificial intelligence and robotics by investing more in self-driving technology and robots. The company believes its Full Self-Driving system will eventually let people drive without human control and support a future robotaxi service.TSLA stock has gained 13% 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.

Brand new Tesla cars sit parked at a Tesla dealership

Dan Ives Reportedly Says Tesla Enters ‘Most Important Year Ever’ As Autonomy Takes Center Stage

According to CNBC, Ives said investors are now focused on Tesla’s long-term technological roadmap, particularly its progress in self-driving capabilities and Robotaxi deployment.

<ul class="summary-bullets"><li>The firm expects growth to come from investments in original programming, live entertainment events, and gaming expansion.</li><li>According to a Bloomberg report, the stock trades at roughly 28 times expected earnings over the next 12 months.</li><li>Netflix is expected to report its fourth-quarter earnings on January 20.&nbsp;</li></ul>Goldman Sachs has reduced its price target for Netflix Inc. (NFLX) to $112 from $130 while maintaining a ‘Neutral’ rating on the stock as investors weigh the streaming giant’s shift toward potential acquisitions over core subscriber growth.The firm highlighted that the streaming giant’s stock has fallen roughly 27% since the company’s last earnings report.<h2 class="st-heading-2">Content And Technology Growth</h2>Goldman Sachs emphasised that the stock’s decline reflected concerns about prioritizing content-related acquisitions from Warner Bros. Discovery (WBD) over organic expansion.According to the firm, growth is expected to come from investments in original programming, live entertainment events, and gaming expansion.&nbsp;Goldman Sachs also pointed to improvements in the company’s technology infrastructure and the adoption of digital advertising as key drivers for revenue growth.&nbsp;<a href="https://stocktwits.com/symbol/NFLX">Netflix stock</a> inched 0.3% lower in Friday’s premarket.&nbsp;However, on Stocktwits, retail sentiment around the stock jumped to ‘bullish’ from ‘neutral’ territory amid ‘high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_09_082842_png_815b9083c4.webp" alt="NFLX’s Sentiment Meter and Message Volume as of 08:30 a.m. ET on Jan. 9, 2026 | Source: Stocktwits" width="930" height="100"><figcaption>NFLX’s Sentiment Meter and Message Volume as of 08:30 a.m. ET on Jan. 9, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Stock Performance And Valuation</h2>According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-01-09/netflix-stock-is-pricey-even-after-warner-bros-induced-selloff">report</a>, while Netflix stock has dropped significantly from its June 30 high, its current valuation is actually below its five-year average multiple of 34.&nbsp;The report also noted that the stock trades at roughly 28 times expected earnings over the next 12 months, higher than peers such as Walt Disney (DIS), Amazon (AMZN), and Alphabet (GOOGL).&nbsp;&nbsp;It drew attention to the fact that the market’s focus currently has shifted to the $82.7 billion potential Warner Bros. (WBD) acquisition, which would merge Netflix’s streaming platform with Warner Bros.’s content library and HBO Max.<h2 class="st-heading-2">Warner Bros. Acquisition&nbsp;</h2>After the Netflix-Warner Bros. deal was announced in December,&nbsp;Paramount Skydance made an all-cash offer of $30 per share, which would cover all of WBD, including its Global Networks division, stating it is ‘superior’ to Netflix’s deal.&nbsp;However, Warner Bros called Paramount’s offer “illusory,” adding that it cannot be completed before its current expiration date, reinforcing support for its merger with Netflix.Netflix is expected to report its fourth-quarter earnings on January 20. Analysts expect the company to post a revenue of $11.96 billion and earnings per share of $0.55, according to Fiscal AI data.&nbsp;NFLX stock has gained 8% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/asp-isotopes-stock-surged-today-why-the-company-stands-to-gain-from-meta-nuclear-energy-deal-with-terra-power/cmU2hJCR4dX">ASP Isotopes Stock Surged Over 13% Today – Why The Company Stands To Gain From Meta’s Nuclear Energy Deal With TerraPower</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Netflix, Inc. (NASDAQ: NFLX) releases a financial earnings report on October 21, 2025. (Photo by Mike Campbell/NurPhoto via Getty Images)

Goldman Sachs Trims Netflix Price Target Ahead Of Earnings – The New Level Still Leaves A Good Upside Potential

Goldman Sachs expressed concern about Netflix prioritizing content-related acquisitions from Warner Bros. Discovery (WBD) over organic expansion.

BofA clients sold equities last week as buybacks slow

Investing.com -- Bank of America (BofA) clients turned net sellers of U.S. equities last week, pulling $1.4 billion from the market despite a 1.5% gain in the S&P 500.

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