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Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Coinbase is trending following its Q4 earnings report, which revealed a significant loss and revenue miss, yet the stock is seeing a mixed reaction as many believe the negative news was already priced in given its recent decline. The community is actively debating whether a substantial stock buyback and optimistic CEO outlook on future growth and regulatory clarity will spark a relief rally and short squeeze, or if the disappointing financials signal further downside amidst broader crypto market uncertainty.

Fastly, Inc. provides real-time content delivery network services. It offers edge compute, edge delivery, edge security, edge applications like load balancing and image optimization, video on demand, and managed edge delivery. The company was founded by Artur Bergman, Tyler McMullen, Simon Wistow, and Gil Penchina in March 2011 and is headquartered in San Francisco, CA.

Fastly Inc - Ordinary Shares - Class A

Fastly Inc

Fastly is trending with explosive volume and a significant price surge driven by its strong earnings beat and upbeat guidance, captivating investors with its emerging narrative as a critical "Agentic AI" infrastructure play. The community is sharply divided between those anticipating a major short squeeze and further growth, and skeptics warning of an overvalued "pump and dump" following substantial insider selling.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DraftKings is trending after its earnings report delivered lower-than-expected 2026 revenue guidance, sparking intense community debate over its future amid rising competition from prediction markets. While many view the sharp sell-off as a result of management's struggles and market share erosion, others see it as an irrational overreaction and a prime buying opportunity.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is soaring after beating recent earnings expectations and projecting a significant increase in vehicle deliveries for the upcoming year, fueled by robust demand for its R2 model and strong growth in software and services revenue. The community is buzzing with optimism for a major turnaround and the potential for a substantial short squeeze, despite some lingering debates on valuation.

Pinterest, Inc. engages in the operation of a pinboard-style photo-sharing website. It allows users to create and manage theme-based image collections such as events, interests, and hobbies. The company was founded by Benjamin Silbermann, Paul C. Sciarra, and Evan Sharp in October 2008 and is headquartered in San Francisco, CA.

Pinterest Inc - Ordinary Shares - Class A

Pinterest Inc

Pinterest is trending after its stock plunged following an earnings miss and weak guidance, sparking debates among investors about whether the drastic drop represents a severe undervaluation and a potential buyout opportunity, or a sign of deeper issues with its ad-dependent business and management amid a broader sector downturn.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy`s Co

Wendy's is trending as its upcoming earnings report and a prolonged CEO search fuel intense community speculation around its extreme undervaluation and high dividend yield. With significant short interest, many anticipate a potential squeeze, even as the stock tests multi-year lows.

Freshworks, Inc. is a software development company, which engages in software-as-a-service products. Its products include Freshdesk, Freshservice, Freshsales, Freshmarketer, and Freshteam. The company was founded by Rathna Girish Mathrubootham and Shanmugam Krishnasamy in 2010 and is headquartered in San Mateo, CA.

Freshworks Inc - Ordinary Shares Class A

Freshworks is trending after reporting Q4 results that surpassed revenue and adjusted EPS estimates, though its forward guidance for FY26 EPS came in below consensus, creating mixed market reactions. The community is actively debating the software sector's valuation amidst AI disruption fears, despite Freshworks highlighting significant AI-powered growth drivers and a robust balance sheet.

Roku, Inc. engages in the provision of a streaming platform for television. It operates through the Platform and Devices segments. The Platform segment includes digital advertising and related services including the demand-side platform and content distribution services such as subscription and transaction revenue shares, media and entertainment promotional spending, the sale of premium subscriptions, and the sale of branded channel buttons on remote controls. The Devices segment is involved in the sale of streaming players, audio products, smart home products, and accessories that are sold through retailers and distributors, as well as directly to customers through the company’s website. The company was founded by Anthony J. Wood in October 2002 and is headquartered in San Jose, CA.

Roku Inc - Ordinary Shares - Class A

Roku Inc

Roku is trending following a significant beat on its Q4 earnings and robust guidance, showcasing strong profitability and cash generation that has fueled community optimism for substantial price appreciation. This strong performance and growing market share in the streaming ad space are also driving speculation about potential acquisition interest.

Seres Therapeutics, Inc. engages in the development of biological drugs through microbiome therapeutics platform. Its product pipeline includes SER-109, SER-287, SER-301, and SER-401. The company was founded by Geoffrey von Maltzahn, David A. Berry, and Noubar B. Afeyan on October 18, 2010 and is headquartered in Cambridge, MA.

Seres Therapeutics Inc

Seres Therapeutics is highly volatile and trending following a workforce reduction and pause in a key study, fueling widespread speculation among investors about a potential acquisition by Nestl. Community discussion is sharply divided between frustration over past management actions and strong conviction that Nestl will soon acquire the company to secure its microbiome platform and address ongoing legal complexities.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell Technologies is trending as rising memory component costs, exacerbated by a competitor's recent earnings report citing margin pressures, fuel community debate on the stock's valuation. Investors are actively discussing whether current price action reflects genuine headwinds or presents a significant buying opportunity amidst strong AI server demand.

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<ul class="summary-bullets"><li>The co-founder also said that VRT stock is a holding in the Deepwater Frontier Tech ETF $LOUP.</li><li>In the latest quarter, Vertiv posted revenue of $2.88 billion, in line with analyst estimates, but beat street expectations on adjusted EPS.&nbsp;</li><li>The company said that it expects revenue between $13.25 billion and $13.75 billion for the upcoming year, implying growth of 27% to 29%.</li></ul>Deepwater Asset Management’s co-founder Gene Munster thinks Vertiv Holdings Co. (VRT) can continue its better-than-expected growth journey for multiple years.In an X <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/munster_gene/status/2021699561014673787">post</a> on Wednesday, Munster said that artificial intelligence inference is just building, and indicated that demand for infrastructure will contribute to Vertiv’s growth.Earlier in the day, the company reported strong fourth-quarter (Q4) results and issued an upbeat outlook for 2026, attributing the growth to growing AI demand and data center expansion.<h2 class="st-heading-2">The Growth Bet</h2>Munster cited Vertiv’s quarterly results beat and guidance in his post on X, saying, “Investors’ central question remains: how long can this better-than-expected growth last? I believe it can continue for multiple years, as the inference build is just beginning and the required infrastructure appears many times larger than the current AI training buildout.”Munster also said that VRT stock is a holding in the Deepwater Frontier Tech ETF $LOUP. According to the company’s website, the stock is among the top 10 holdings in the exchange-traded fund, with a 3.84% weight as of Wednesday.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_12_at_4_47_57_AM_png_36ebe90be5.webp" alt="Screenshot 2026-02-12 at 4.47.57 AM.png" width="1177" height="600"></figure>&nbsp;Meanwhile, Evercore ISI raised the price target on Vertiv to $280 from $210 and maintained an ‘Outperform’ rating on the shares after the quarterly results, as per TheFly. The analyst called the results "an impressive print," and said that Vertiv was structurally positioned for sustained growth as one of the few providers capable of delivering end-to-end prefabricated data center solutions at scale.<h2 class="st-heading-2">Earnings Results And Outlook</h2>In the latest quarter, Vertiv <a href="https://stocktwits.com/news-articles/markets/equity/why-did-vertiv-stock-surge-pre-market-today/cZb6OJ7R4qj">posted</a> a 23% jump in revenue, coming in at $2.88 billion, in line with analyst estimates. However, the company beat adjusted EPS expectations of $1.29, clocking in at $1.36.Meanwhile, Vertiv said that it expects revenue between $13.25 billion and $13.75 billion for the upcoming year, implying growth of 27% to 29%. For the first quarter of 2026, the company expects revenue between $2.5 billion and $2.7 billion, and adjusted EPS of $0.95 to $1.01.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/VRT/">VRT stock</a> jumped to ‘extremely bullish’ from ‘bullish’ territory over the past day. Message volume increased to ‘extremely high’ from ‘high’ levels.VRT shares have more than doubled in the last 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/bill-ackman-takes-stake-in-meta-flags-significant-upside-potential-from-ai/cZb6o8IR4AW">Bill Ackman Takes Stake In Meta, Flags ‘Significant Upside Potential From AI’</a>

In this photo illustration, the Vertiv Holdings company logo is seen displayed on a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)

How Long Can Vertiv Sustain Its Strong Growth? Here’s What Deepwater’s Munster Thinks

In an X post on Wednesday, Gene Munster said that AI inference is just building, and indicated that demand for infrastructure will contribute to Vertiv’s growth. 

Equity

<ul class="summary-bullets"><li>For the first quarter of 2026, the company expects sales between $2.5 billion and $2.7 billion and adjusted EPSof $0.95 to $1.01.</li><li>In Q4, the company posted a revenue of $2.88 billion, a 23% year-on-year jump, and an adjusted EPS of $1.36.</li><li>The company’s order backlog climbed to $15 billion in Q4, more than doubling year-on-year.</li></ul>Vertiv Holdings Co. (VRT) delivered a strong finish to 2025 and issued an upbeat outlook for 2026, citing sustained demand tied to artificial intelligence and data center expansion.&nbsp;The digital infrastructure provider reported sharp gains in revenue, profitability and orders during the fourth quarter (Q4), while forecasting double-digit growth in the year ahead.Following the earnings report,&nbsp;<a href="https://stocktwits.com/symbol/VRT">Vertiv stock</a> traded over 12% higher in Wednesday’s premarket.&nbsp;<h2 class="st-heading-2">2026 Outlook</h2>For 2026, Vertiv expects revenue between $13.25 billion and $13.75 billion, implying organic growth in the range of 27% - 29%. Adjusted diluted earnings per share (EPS) are projected in a range of $5.97 to $6.07. Analysts see a revenue of $12.39 billion and a EPS of $5.33, according to Koyfin data.&nbsp;For the first quarter of 2026, the company expects sales between $2.5 billion and $2.7 billion and adjusted EPSof $0.95 to $1.01.On Stocktwits, retail sentiment around Vertiv jumped to ‘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">Q4 Financial Performance&nbsp;</h2>In Q4, the company posted a revenue of $2.88 billion, a 23% year-on-year jump, and an adjusted EPS of $1.36. While revenue was in line with analysts’ consensus, EPS came in above the $1.29 estimate, according to Fiscal AI data.&nbsp;<blockquote>“As we look to 2026, we expect this momentum to continue. Our record backlog provides clear visibility into what we expect to be another year of significant growth."-Giordano Albertazzi, CEO, Vertiv</blockquote>The company’s order backlog climbed to $15 billion, more than doubling YoY, while its book-to-bill ratio approached three times.VRT stock has gained over 61% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/pony-ai-stock-msci-china-index-robotaxi-toyota-production-2026/cZb69h5R4qK">This AI Autonomous Driving Firm Joins MSCI China Index —What’s On The Cards?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, the logo of Vertiv Holdings Co is displayed on a smartphone screen. (Photo illustration by Cheng Xin/Getty Images)

Why Did Vertiv Stock Surge 12% Pre-Market Today?

For 2026, Vertiv expects revenue between $13.25 billion and $13.75 billion, implying organic growth in the range of 27% - 29%.

VRT Stock Surges Pre-Market On Blowout 2026 Forecast On AI Data Centre Demand 

For 2026, Vertiv expects revenue between $13.25 billion and $13.75 billion, implying organic growth in the range of 27% - 29%.


<ul class="summary-bullets"><li>Stifel cited Microsoft’s Azure supply issues as one of the reasons for the downgrade.&nbsp;</li><li>The analyst said that when combined with Google's strong cloud platform, Gemini results, and growing Anthropic momentum, a near-term Azure acceleration is unlikely, according to TheFly.&nbsp;</li><li>Retail sentiment on Stocktwits stayed at similar ‘extremely bullish’ levels since the company’s earnings results last week.</li></ul>Shares of Microsoft Corp. (MSFT) slumped over 5% on Thursday after the company received a downgrade and price target cut from Stifel.The analyst lowered the company’s outlook to ‘Hold’ from ‘Buy,’ and slashed its price target by about 27% to $392, down from $540.However, retail investors on Stocktwits continued to remain ‘extremely bullish’ on the stock.<h2 class="st-heading-2">Analyst Rationale</h2>Stifel cited Microsoft’s Azure supply issues as one of the reasons for the downgrade. The analyst said that those troubles, combined with Alphabet Inc. Google's (GOOGL) strong cloud platform, Gemini results, and growing Anthropic momentum indicate that a near-term Azure acceleration is unlikely, according to TheFly.Stifel also said that in FY27, Microsoft is also likely to have less in-period revenue recognition compared to FY26 in line with several product cycles. The analyst noted that it is modeling its view on Microsoft based on 2027 EPS expectation of $18.70, which is below consensus. According to data from Fiscal.ai, the analyst consensus for Microsoft’s EPS in 2027 is at $18.88 based on 34 estimates, with the high-end expectation noted to be $20.27.<h2 class="st-heading-2">Earnings Update</h2>Last week, Microsoft <a href="https://stocktwits.com/news-articles/markets/equity/microsoft-shares-slump-despite-q2-2026-earnings-beat/cmyLsbER40u">reported</a> second-quarter (Q2) 2026 results that beat Wall Street consensus estimates, with quarterly revenues coming in 17% higher than the previous year at $81.3 billion, and above the street consensus of $80.25 billion as per data from Fiscal.ai. Earnings also beat market estimates.However, the company posted a slight slowdown in Azure’s growth, with its cloud-computing unit reporting 38% sales growth in the latest quarter, down from 39% a year earlier. The company also said that it expects its Azure revenue growth in the third-quarter to be between 37% and 38% in constant currency.<h2 class="st-heading-2">How Are Stocktwits Users Reacting?</h2>Retail sentiment on Stocktwits stayed at similar ‘extremely bullish’ levels since the company’s earnings results.One bullish user waved off Anthropic announcements, saying that its I releases hardware impacting Microsoft is ‘laughable’ as the stock is tested and proven to be resilient.<stembedurl>https://stocktwits.com/john92/message/644172602</stembedurl>&nbsp;Another user compared the stock to Apple Inc. (AAPL) shares and asked the market to not ‘underestimate this beast.’<stembedurl>https://stocktwits.com/swiftTrades/message/644168340</stembedurl>&nbsp;A third bullish user said the market should aim for a $438 exit at least since the stock was oversold and way overdone to the downside.<stembedurl>https://stocktwits.com/DCDayTrader/message/644159430</stembedurl>&nbsp;<a href="https://stocktwits.com/symbol/MSFT">Shares of MSFT</a> have declined more than 4.75% 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/what-does-apple-cook-think-about-the-immigration-issue-in-america/cZbZjbPR4nd">What Does Apple’s Cook Think About The Immigration Issue In America?</a>&nbsp;

A pedestrian walks a sign on Microsoft Headquarters campus July 17, 2014 in Redmond, Washington. (Stephen Brashear/Getty Images)

Microsoft Falls On Major Analyst Downgrade — What Is Retail’s Take On The Stock?

Stifel lowered Microsoft company’s outlook to ‘Hold’ from ‘Buy,’ and slashed its price target by about 27% to $392, down from $540. 

Stifel lowered the company’s outlook to ‘Hold’ from ‘Buy,’ and slashed its price target by about 27% to $392, down from $540. 

<ul class="summary-bullets"><li>Piper Sandler said that respondents in its second-half 2025 CIO survey were positive on both Azure and Copilot activity. \</li><li>The analyst said the market should buy on the pullback post-F2Q26 results.</li><li>The analyst also said that AI demand would continue to outpace supply in 2026 and 2027, which would in turn boost Azure and Microsoft Copilot adoption.</li></ul>Shares of Microsoft Corp. (MSFT) have declined sharply in the past month, slipping further after the company reported its second-quarter (Q2) 2026 results on Jan. 28. Yet, Piper Sandler has reportedly named the stock as a top pick in software.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/02/03/microsoft-is-the-best-pure-play-on-ai-adoption-says-piper-sandler.html">report</a> from CNBC, Piper Sandler said in a note to investors that it thinks Microsoft is still a big winner in the AI trade.The analyst has a price target of $600 on Microsoft and an ‘Overweight’ rating on the shares.“We see Microsoft as perhaps the best pure-play on AI adoption today,” analyst Billy Fitzsimmons said in a note, as per the report.<h2 class="st-heading-2">Analyst Rationale</h2>Piper Sandler said that respondents in its second-half 2025 CIO survey were positive on both Azure and Copilot activity. “We should be buyers on the pullback post-F2Q26 results,” Fitzsimmons reportedly said in the note.The analyst also said in the note that AI demand would continue to outpace supply in 2026 and 2027, which would in turn boost Azure and Microsoft Copilot adoption, as per the report. While Piper Sandler noted concerns around AI adoption in the software sector, the analyst said that Microsoft would be able to afford adapting to the technology.“We believe Microsoft is best positioned to benefit from the elevated AI infrastructure spending,” Fitzsimmons reportedly said in the note. He also added that the firm believes Microsoft was better-positioned financially than its peers to undertake required capital expenditures.<h2 class="st-heading-2">Q2 Results</h2>Last week, Microsoft <a href="https://stocktwits.com/news-articles/markets/equity/microsoft-shares-slump-despite-q2-2026-earnings-beat/cmyLsbER40u">posted</a> its Q2 2026 earnings results, with revenue of $81.3 billion, which was 17% higher than the same period last year and exceeded street expectations of $80.25 billion as per data from Fiscal.ai.Earnings also beat consensus. The software maker posted earnings per share of $4.14, up 24% year-on-year, and ahead of estimates of $3.95, as per Fiscal.ai data.However, the growth of its cloud-computing unit, Azure, declined marginally. Azure posted a 38% growth in sales for the latest quarter, compared to 39% growth in the same period last year.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment for MSFT shares was in the ‘extremely bullish’ territory over the past 24 hours, amid ‘extremely high’ message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_03_at_10_54_11_PM_png_d308ddd61e.webp" alt="MSFT sentiment.png" width="1260" height="156"></figure>&nbsp;Shares of MSFT have gained 0.11% in the past year, at the time of writing.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/mrvl-stock-slumps-after-celestial-ai-acquisition-street-think/cZbizGFR4ma">MRVL Stock Slumps After Celestial AI Acquisition — What Does The Street Think?</a>&nbsp;

In this photo illustration the Microsoft logo is displayed on a mobile phone screen in Ankara, Turkiye on October 11, 2025.

Microsoft Slid Nearly 13% In The Past Month — So Why Is It Piper Sandler’s Top Pick? 

According to a report from CNBC, Piper Sandler said in a note to investors that it thinks Microsoft is still a big winner in the AI trade.

<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. 

Meta, Microsoft Earnings Signal AI Payoff Matters: ETFs in Focus

Big Tech earnings revive AI payoff fears. META rallies on growth, MSFT slides on payoff concerns. Which AI ETFs still make sense now?

ETFs to Buy as Microsoft's Shares Slump Despite Q2 Earnings Beat 

MSFT slides 10% despite a Q2 earnings beat as slower cloud growth concerns weigh, pushing investors to consider Microsoft-heavy ETFs.

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>The tech giant reported its second-quarter (Q2) results on Wednesday, posting a revenue of $81.3 billion and earnings per share (EPS) of $4.14, both exceeding estimates.</li><li>Deutsche Bank and BMO capital analysts said Azure growth and guidance fell short of market expectations.&nbsp;</li><li>Stifel analyst Brad Reback increased his price target to $540 from $520, keeping a ‘Buy’ rating.</li></ul>Microsoft Corp. (MSFT) stock is drawing attention on Friday as retail investors remain optimistic about its growth despite it tumbling 10% on Thursday, its biggest fall since 2020.&nbsp;The tech giant reported its second-quarter (Q2) results on Wednesday, posting a revenue of $81.3 billion and earnings per share (EPS) of $4.14. Both revenue and EPS exceeded the analysts’ consensus estimate of $80.25 billion and $3.95, respectively, according to Fiscal AI data.&nbsp;However, the stock fell as the company’s cloud-computing unit, Azure, reported a 38% growth, below the&nbsp;39% increase in the same period last year. In Friday’s premarket,&nbsp;<a href="https://stocktwits.com/symbol/MSFT">Microsoft stock</a> inched 0.8% higher.&nbsp;<h2 class="st-heading-2">What Are Stocktwits Users Saying?</h2>On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory amid ‘extremely high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_30_082130_png_18d977ba1a.webp" alt="MSFT’s Sentiment Meter and Message Volume as of 08:00 a.m. ET on Jan. 30, 2026 | Source: Stocktwits" width="932" height="106"><figcaption>MSFT’s Sentiment Meter and Message Volume as of 08:00 a.m. ET on Jan. 30, 2026 | Source: Stocktwits</figcaption></figure>A Stocktwits user believes Microsoft’s price decline is a gift to investors.&nbsp;<stembedurl>https://stocktwits.com/StranjeCharmiaf/message/643409597</stembedurl>Another user expressed optimism about the stock’s long-term potential.<stembedurl>https://stocktwits.com/TheSpiderKing/message/643408832</stembedurl>One user called the company’s current valuation multiple fair.&nbsp;<stembedurl>https://stocktwits.com/PorcoRosso74/message/643404474</stembedurl><h2 class="st-heading-2">How Did The Street React?</h2>Deutsche Bank analyst Brad Zelnick lowered Microsoft’s price target to $575 from $630 but retained a ‘Buy’ rating, according to TheFly. He noted the company delivered solid fiscal Q2 results, although Azure growth did not meet what he described as “more lofty” market expectations.&nbsp;Meanwhile, Stifel analyst Brad Reback increased his price target to $540 from $520, keeping a ‘Buy’ rating, citing capacity constraints in Azure and a lack of near-term acceleration due to management balancing datacenter resources among internal apps, research and development, and customer demand.BMO Capital analyst Keith Bachman reduced the firm’s price target to $575 from $625 while maintaining an ‘Outperform’ rating. He highlighted that the Q2 Azure growth of 38% and Q3 guidance of 37% to 38% fell slightly short of expectations, noting that the market likely anticipated 1 to 2 percentage points of higher growth.&nbsp;MSFT stock has gained over 4% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/verizon-stock-jumps-2026-guidance-subscriber-growth/cmyS0JiR4SG">VZ Stock Rises Pre-Market As Verizon Lays Out Bullish 2026 Growth Outlook</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a Microsoft Azure logo is seen displayed on a smartphone with a Microsoft logo in the background.

MSFT Stock Tumbled On Thursday – But Retail Sees The Decline As A Gift To Investors 

The tech giant’s cloud-computing unit, Azure, posted a 38% growth, below the 39% increase in the same period last year.

<ul class="summary-bullets"><li>The company secured a $1.518 million private placement with Ben Capital Fund I, at $63.25 per share,</li><li>The sale represents a 20% premium to Thursday’s closing price of $52.63.</li><li>The company repaid around $640,000 in legacy loans, including obligations to Hana Bank in South Korea.</li></ul>Shares of Brand Engagement Network, Inc. (BNAI) declined more than 35% in pre-market trading on Friday after the AI solutions provider received $818,302 in cash from the exercise of outstanding warrants and secured a $1.518 million private placement.The stock slumped further after the opening bell, down 47% at the time of writing.<h2 class="st-heading-2">Fund Raising</h2>The company received cash proceeds from warrant exercises for 19,750 shares at $25 per share, 8,202 shares at $37 per share, and 5,701 shares at $3.70 per share.Separately, the company secured a $1.518 million private placement with Ben Capital Fund I, at $63.25 per share, a 20% premium to Thursday’s closing price of $52.63. The investment will be funded in three equal installments through March 2026 and does not include any warrant coverage.In January, the company also repaid around $640,000 in legacy loans, including obligations to Hana Bank in South Korea, satisfying liabilities under its 2023 asset purchase agreement.The stock move may highlight investor concerns about dilution and capital needs, even as the company secured funds at a premium to market.&nbsp;<h2 class="st-heading-2">2026 Rally</h2>The company’s shares have recently surged after announcing new AI-focused partnerships, with <a href="https://stocktwits.com/symbol/BNAI">BNAI stock</a>&nbsp;surging more than 2,800% in the past month. &nbsp;Recently, struck a deal with Valio Technologies to launch an exclusive AI joint venture in Africa, backed by a $2.05 million preferred equity investment. The partners also signed an MOU with Nelson Mandela University to pilot a secure, AI-powered mental health support program for students.<h2 class="st-heading-2">Retail Reaction</h2>Despite the sharp intraday decline, retail sentiment on Stocktwits has remained in the ‘bullish’ territory over the past 24 hours, amid ‘extremely high’ message volumes.One bullish user commented on the recipient of the share sale.<stembedurl>https://stocktwits.com/BeatBuffet/message/643459472</stembedurl>Another user expects the stock to fall even further.&nbsp;<stembedurl>https://stocktwits.com/JamesTek2025/message/643472614</stembedurl>&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

Brand Engagement Network stock rallied more than 40% on Wednesday after it said its latest warrants strengthened its financials. 

BNAI Raised Fresh Capital – So Why Is The Stock Tanking Over 30% In Pre-Market Today?

The company received $818,302 in cash from the warrants exercise and secured a $1.5 million private placement

BlackRock Institutional Trust Company N.A. - iShares U.S. Technology ETF

3%+ above current levels

Up 0–3%

Flat to down 3%

Down 3%+

With earnings season underway and rate-cut expectations shifting, the next move in the S&P 500 could set the tone for 2026. Are bulls still in control, or is volatility about to pick up? Cast your vote.

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