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Safe & Green Holdings Corp. is a design and construction services company, which engages in the provision of code engineered cargo shipping containers. It operates through the following segments: Construction, Medical, Development, and Corporate and Support. The Construction Services segment includes the manufacturing of unit SG ECHO and other modules projects. The Medical segment consists of joint venture COVID-19 laboratory operations. The Development segment focuses on real property development. The Corporate and Support segment includes general corporate expenses such as the executive office, corporate finance, accounting, audit, tax, human resources, risk management, information technology, marketing, and legal groups, corporate overhead, and other items not allocated to any of the company's other segments. The company was founded on December 29, 1993 and is headquartered in Miami, FL.

Safe & Green Holdings Corp

Safe & Green Holdings is trending due to high short interest and a strategic shift towards integrated energy solutions, sparking discussions of a potential short squeeze. The community is debating the stock's volatility, with some urging others to hold strong while others are wary of a potential pump and dump. Bullish investors are comparing it to previous squeeze events.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidia's performance post-earnings is sparking mixed reactions, with some questioning if the AI hype is sustainable as the stock struggles to hold gains despite positive results. The community is debating potential accounting issues and the concentration of revenue among a few key customers, while others see this as a temporary dip before a larger rally driven by long-term AI growth. Concerns about valuation, market manipulation, and broader economic headwinds are also fueling the discussion.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron is trending due to rising memory chip prices driven by AI data center demand, with some analysts predicting substantial future growth and a new price target. Community discussions reflect bullish sentiment, but also caution about potential pullbacks after a significant year-to-date increase. Some traders point to technical indicators suggesting it may be overbought in the short-term.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following business segments: Walmart U.S., Walmart International, and Sam's Club. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmart is trending due to positive community sentiment fueled by strong earnings and a potential shift to a tech-forward image with a possible move to the Nasdaq. Discussions also revolve around the impact of consumer spending habits, SNAP benefits, and competition with other retailers. The stock is experiencing increased interest and mentions as a key player in the retail sector.

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

MCRB is trending as the community speculates about a potential buyout, with many pointing to Nestle as a likely suitor given past collaborations and recent corporate restructuring. Discussions revolve around the timing of a deal before the end of the year, potential offer prices, and the impact on shareholders. Some traders are expressing skepticism, citing possible pump-and-dump schemes or an upcoming offering.

PACS Group, Inc. is a holding company, which engages in the provision of post-acute healthcare facilities, professionals, and ancillary services. It provides senior care, assisted living, and independent living options in some of the communities. The company was founded by Jason Murray and Mark Hancock in 2013 and is headquartered in Farmington, UT.

PACS Group Inc.

PACS Group is trending due to a short report alleging the company systematically scams taxpayer-funded healthcare programs, causing a significant stock drop and prompting community discussion about the validity of the claims and potential regulatory penalties. The conversation includes comparisons to other stocks targeted by short-sellers and speculation about the company's response. Some are anticipating a potential rebound or defense from the company, while others express concerns about the allegations and potential consequences.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is trending downwards, sparking debates about whether it's a temporary dip or the start of a longer bear market, as community members analyze support levels and potential bottom prices. Mixed opinions are fueled by discussions of market manipulation, external factors like potential strategic reserves, and comparisons to the performance of traditional markets. Some traders express concern over heavy liquidations, while others remain optimistic about long-term prospects and institutional adoption.

Bitmine Immersion Technologies, Inc. is a blockchain technology company, which engages in industrial scale digital asset mining, equipment sales, and hosting operations. It operates through the Cryptocurrency Mining Industry segment. The company was founded on August 16, 1995 and is headquartered in Las Vegas, NV.

BitMine Immersion Technologies Inc

Bitmine Immersion Technologies Inc

Bitmine Immersion Technologies is trending amid volatile crypto markets and a recent downturn, leading to heightened community discussion around unrealized losses and potential bottom prices. Investors are closely watching for a potential announcement regarding staking rewards to support the stock's price, while also debating the influence of analysts like Tom Lee and market factors on BMNR's performance in relation to Ethereum.

Klarna Group Plc operates as an investment holding company. It provides an e-commerce payment solutions for merchants and shoppers. The firm connect an array of different financial services and commerce organizations, from PSPs, traditional banks, card networks and open banking providers, to commerce enablers, technology partners, in-store payments providers and shipping and return logistics providers. The company was founded by Gustav Erik Niklas Adalberth, Karl Anders Victor Jacobsson, and Sebastian Marcin Siemiatkowski in 2005 and is headquartered in London, the United Kingdom.

Klarna Group plc

Klarna is trending as investors assess its potential following its recent IPO and subsequent price decline, with some seeing a buying opportunity amid broader market pressures. Community members are actively discussing the company's partnerships, particularly with Google, and its potential to disrupt the banking sector with its AI-driven approach. Despite the current negative price action, bullish sentiment remains, with some highlighting the company's growth potential and partnerships in the BNPL space.

Strategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Vienna, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Strategy is experiencing significant volatility, with community discussions focused on potential downside risks and the correlation with Bitcoin's price movements. Bearish sentiment seems to be growing as some traders discuss shorting opportunities and question the company's long-term prospects given its leveraged position in Bitcoin. Others remain bullish, citing oversold conditions and potential for a rebound.

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Cisco Surges on Earnings Beat & Upbeat Guidance: ETFs in Focus 

Cisco jumped on strong earnings and upbeat guidance, driven by AI demand. Investors can explore ETFs like IYZ, CIBR, and HACK for exposure.

Telecom ETFs in Focus This Earnings Season 

The telecom sector surges ahead of the S&P 500 as Verizon and AT&T post solid Q3 results, fueling optimism for 2025 growth.

AST SpaceMobile (ASTS) shares hit an all-time high of $98.59 on Tuesday, and the stock was the top trending ticker on Stocktwits, building on the momentum following its partnership with Verizon to support space-based cellular broadband across the United States.The retail user message count on <a href="https://stocktwits.com/symbol/ASTS">AST SpaceMobile</a> increased by over 200% over 24 hours on Stocktwits, as of Tuesday morning. Retail sentiment on the stock remained unchanged in the ‘extremely bullish’ territory compared to a day ago, with message volumes at ‘high’ levels, according to data from Stocktwits.A bullish user on Stocktwits believes that AST SpaceMobile stock will reach $150 next year.<stembedurl>https://stocktwits.com/V792/message/632280773</stembedurl>Last week, the company noted that the agreement with Verizon is to provide direct-to-cellular AST SpaceMobile service when needed for Verizon customers starting in 2026.AST SpaceMobile has deployed the most expansive commercial communications arrays in low Earth orbit, enabling direct connectivity to standard smartphones without requiring specialized hardware.The company’s network is designed to operate across premium low-band spectrum, the company's own licensed L-band and S-band spectrum, and up to 1,150 MHz of mobile network operator partners' low- and mid-band spectrum, globally. These capabilities advance AST SpaceMobile's efforts toward commercial service.&nbsp;“The agreement will extend the scope of Verizon’s 850 MHz premium low-band spectrum into areas of the U.S. that would benefit from the ubiquitous reach of space-based broadband technology,” said Abel Avellan, Founder and CEO of AST SpaceMobileAnother bullish user on Stocktwits expects the stock to hit $100 by the close of trading on Tuesday.<stembedurl>https://stocktwits.com/pathforward/message/632277086</stembedurl>Shares of AST SpaceMobile have jumped 357% this year and gained over 297% in the last 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/dominos-cfo-sees-early-q4-weakness-across-us-restaurant-industry/ch6mwQqR3ZT">Domino’s CFO Sees Early Q4 Weakness Across US Restaurant Industry</a>

In this photo illustration the AST SpaceMobile logo is seen on a smartphone and a pc screen. 

ASTS Stock Hit Fresh All-Time Highs Today: What’s Driving The Investor Buzz?

The retail user message count on AST SpaceMobile increased by over 200% over 24 hours on Stocktwits, as of Tuesday morning, while retail sentiment on the stock remained unchanged in the ‘extremely bullish’ territory.

Equity

EchoStar shares&nbsp;rose nearly 9% in Monday’s extended session as traders reacted to a report of the potential sale of wireless spectrum to telecom giant Verizon Communications, Inc. (VZ).After settling Monday’s regular session up 0.27% at $73.65,&nbsp;<a href="https://stocktwits.com/symbol/SATS">EcoStar stock</a> climbed 8.49% after-hours, while&nbsp;<a href="https://stocktwits.com/symbol/VZ">Verizon’s stock</a> edged up merely 0.09% in the extended session.A Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-09-29/verizon-is-in-talks-to-purchase-echostar-wireless-spectrum">report</a>, citing people familiar with the matter, stated that Verizon was in talks with EchoStar, a satellite TV and wireless services provider, to purchase&nbsp;its AWS-3 licenses, which are crucial for carrying 5G wireless signals.&nbsp;EchoStar had already sold some of the airwaves to Verizon’s peer AT&amp;T (T) and Elon Musk’s SpaceX, in a bid to resolve a Federal Communications Commission (FCC) probe over whether it has met its 5G buildout obligations and spectrum use.Citing regulatory filings by EchoStar, the report said the AWS-3 spectrum has a carrying amount of $9.8 billion. The company has sold wireless spectrum to AT&amp;T and SpaceX at prices well over the carrying value, it added. While AT&amp;T paid $23 billion in cash for EchoStar’s low- and mid-band spectrum licenses, SpaceX expended $17 billion.EchoStar, which acquired a significant chunk of wireless spectrum with the intention of becoming a fourth major carrier in the U.S., has now toned down its ambitions. It was now looking to offer its Boost mobile phone service using a hybrid model, which would partly&nbsp;utilize AT&amp;T’s network.<figure class="image"><img style="aspect-ratio:615/52;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_29_at_10_43_33_PM_png_2f3cbd7440.webp" alt="Screenshot 2025-09-29 at 10.43.33 PM.png" width="615" height="52"><figcaption>SATS sentiment and message colume as of 10:45 p.m. ET, Sept. 29 | source: Stocktwits</figcaption></figure>On Stocktwits, retail sentiment toward EchoStar stock remained ‘neutral’ (53/100) as of late Monday, and the message volume, though ticking up slightly, lingered at ‘low’ levels. Meanwhile, Verizon stock elicited ‘bearish’ sentiment (34/100) from among users of the platform, and the message volume on the stream was ‘normal.’<figure class="image"><img style="aspect-ratio:615/54;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_29_at_10_45_11_PM_png_a193014969.webp" alt="Screenshot 2025-09-29 at 10.45.11 PM.png" width="615" height="54"><figcaption>VZ sentiment and message colume as of 10:45 p.m. ET, Sept. 29 | source: Stocktwits</figcaption></figure>EchoStar’s stock has soared over 220% for the year-to-date period, while Verizon is up a more modest 14%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/alphabet-settles-trump-suit-with-24-5-m-payout-over-account-ban/chDwt5bR3JV">Alphabet’s YouTube Joins Meta, X In Settling Trump Lawsuit With $24.5M Payout Over Account Ban</a>

In this photo illustration, the EchoStar Corporation (Echo Star) logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Why EchoStar Stock Jumped Nearly 9% After-Hours Today

Verizon is reportedly in talks with EchoStar to purchase its AWS-3 licenses, which are crucial for carrying 5G wireless signals. 

ETFs in Focus as Cisco Beats on Q4 Earnings, Offers Weak Outlook

Cisco beats Q4 estimates but gives a weak outlook, putting ETFs like IYZ, CIBR, VLUE, TRFK and HACK in the spotlight.


Telecomm ETFs in Focus After VZ & T's Q2 Earnings Beat

VZ and T beat earnings estimates. Also, powered by AI optimism and rate-cut hopes, the sector is poised for a rally. One can try ETFs like XTL and IYZ.

Streaming platform Roku Inc. (ROKU) received a fresh wave of analyst attention following its stronger-than-anticipated second-quarter (Q2) earnings and an upgraded forecast for 2025.&nbsp;UBS revised its price estimate for Roku to $95 from the previous $72, while maintaining a ‘Neutral’ rating, as per TheFly.&nbsp;The firm’s analyst, John Hodulik, acknowledged easing trade-related and advertising challenges as contributing factors to the higher valuation.&nbsp;On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ (88/100) territory while message volume shifted to ‘extremely high’ (87/100) from ‘high’ levels in 24 hours.<figure class="image"><img style="aspect-ratio:960/117;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_01_070350_png_b50d3bfddd.webp" alt="ROKU’s Sentiment Meter and Message Volume as of 07:15 a.m. ET on Aug. 1, 2025 | Source: Stocktwits" width="960" height="117"><figcaption>ROKU’s Sentiment Meter and Message Volume as of 07:15 a.m. ET on Aug. 1, 2025 | Source: Stocktwits</figcaption></figure>The stock experienced a 1,433% explosion in user message count in 24 hours. A bullish Stocktwits user lauded the earnings.<stembedurl>https://stocktwits.com/TheInimitableInvestor/message/623305882</stembedurl>Another user expressed confidence in the stock’s value, saying, ‘it’s&nbsp;still the best value stock on the planet.’<stembedurl>https://stocktwits.com/Munsen/message/623315725</stembedurl><a href="https://stocktwits.com/symbol/ROKU">Roku stock</a> traded over 5% lower in Friday’s premarket.Despite the improvements, UBS sees a balanced risk-reward profile.JPMorgan also adjusted its outlook, lifting its price target to $105 from $100. The brokerage reiterated its ‘Overweight’ rating, pointing to Roku’s Q2 beat and an upward revision in its guidance for the fiscal year 2025. It also emphasized Roku's robust performance in the digital ad market as a reason for the improved forecast.KeyBanc Capital Markets took a similar stance, nudging its target price to $116 from $115, and reaffirmed its ‘Overweight’ rating. Analyst Justin Patterson noted that Roku’s advertising segment showed solid growth and highlighted the contribution of its recent Frndly TV acquisition.&nbsp;Patterson sees Roku in the early stages of ad-driven growth and believes the company can maintain mid-teen revenue increases while expanding margins.The company’s Q2 revenue climbed 15% year-on-year (YoY) to $1.11 billion, beating the analysts’ consensus estimate of $1.07 billion, as per Fiscal AI data.Earnings per share (EPS) of $0.07 also exceeded the consensus estimate of a loss of $0.16.Roku stock has gained over 26% in 2025 and over 70% in the last 12 months.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/palantir-gets-pooled-us-army-contract-upto-10-billion-dollars/chr3tbuRdbR">Palantir Gets Pooled US Army Contract Worth Upto $10B — Retail Sentiment Sours Ahead Of Q2 Results</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Roku’s Beat And Raise Q2 Sparks Analyst Upgrades, Retail Euphoria: ‘Still The Best Value Stock On The Planet’

Roku saw retail chatter surge over 1,400% in 24 hours after the company reported better-than-expected second-quarter earnings.

Verizon Communications Inc. (VZ)&nbsp;announced on Tuesday that it is&nbsp;launching&nbsp;a major overhaul of its customer service model, introducing a suite of new tools and features designed to deliver a more personalized experience for its wireless and broadband customers.The company said&nbsp;this move is a key element of&nbsp;its&nbsp;long-term strategy&nbsp;to boost&nbsp;customer satisfaction by improving engagement across retail locations, online tools, and support services.Despite the news,&nbsp;<a href="https://stocktwits.com/symbol/VZ">Verizon’s stock</a> edged 0.02% lower during pre-market trade on Tuesday.The company&nbsp;said it&nbsp;will follow a new approach to handling complex customer concerns by assigning a dedicated agent, referred to as a Customer Champion, who stays on the case until it’s completely resolved.&nbsp;This offering utilizes AI tools from Alphabet Inc. (GOOGL/GOOG), including its Google Cloud platform and Gemini models, to provide support through the My Verizon app, text messaging, or phone callbacks.Verizon is also planning to extend phone support availability with live human agents.&nbsp;It&nbsp;has introduced 24/7 live chat, providing customers with the flexibility to receive assistance at any time and through the channel of their preference.The revamped My Verizon app&nbsp;features advanced AI capabilities,&nbsp;including&nbsp;Verizon Assistant and Savings Boost. The interface provides customers with insight into their plans, enables easy line additions, manages upgrades, and helps identify&nbsp;opportunities for savings.Over the last two years, Verizon has opened nearly 400 additional retail stores. Currently, 93% of Americans are within a half-hour drive of a Verizon store.In the first quarter (Q1) of 2025, Verizon’s revenue inched 1.5% higher year-on-year to $33.5 billion, beating the consensus estimate of $33.28 billion, as per Finchat data. Adjusted earnings per share (EPS) of $1.19 also surpassed the estimate of $1.15.On Stocktwits, retail sentiment toward Verizon improved to ‘bullish’&nbsp;territory&nbsp;from ‘bearish’ the previous day, with ‘high’ message volume.<figure class="image"><img style="aspect-ratio:956/110;" src="https://news.stocktwits-cdn.com/Screenshot_2025_06_24_083424_png_44b1d6dfa9.webp" alt="VZ's Sentiment Meter and Message Volume as of 08.35 a.m. ET on Jun.24, 2025 | Source: Stocktwits" width="956" height="110"><figcaption>VZ's Sentiment Meter and Message Volume as of 08.35 a.m. ET on Jun.24, 2025 | Source: Stocktwits</figcaption></figure>Verizon stock has gained over 5% year-to-date and over 2% in the last 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/google-uk-search-power-under-threat-as-regulator-targets-reform/chm47v3RR3P">Google’s UK Search Power Under Threat As Regulator Targets Reform: Retail In Wait And Watch Mode</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’s AI-Powered Overhaul Of Customer Support Draws Retail Praise

Verizon said its AI-led revamp is a key element of its long-term strategy to boost customer satisfaction by improving engagement.

Cathie Wood’s Ark Invest is increasingly bullish on the connected TV (CTV) partnership forged between e-commerce giant Amazon (AMZN) and streaming devices company Roku (ROKU) last week.In Ark’s Weekly newsletter, analyst Nicholas Grous said the collaboration should help solve a critical pain point in CTV-fragmentation by allowing marketers to “manage frequency, deduplicate reach, and measure outcomes more accurately than ever before.”The alliance allows an exclusive integration that will give advertisers access to the “largest” authenticated CTV audience,&nbsp;which numbers an estimated 80 million U.S. households. Grous said this would potentially transform the U.S. CTV advertising market and eventually the global CTV advertising&nbsp;market.&nbsp;He said that despite the collapse in linear TV’s reach, it still accounted for $165 billion in global advertising, with $60 billion of that coming from the U.S.Grous said, “The new solution should debut to all Amazon Demand Side Platform (DSP) users in the U.S. by the third quarter, marking a major leap forward in data-driven TV advertising.”Amazon DSP is a programmatic ad tool that allows advertisers to purchase ad space across the internet, including Amazon's own websites and apps, as well as third-party publisher sites.The analyst noted that early tests of the partnership delivered impressive results, adding that the improved identity and cross-device targeting&nbsp;have helped brands achieve three times more value from their ad spend without increasing their budgets.He added that it has also helped reduce repeated, often annoying ads by about 27%.&nbsp;Wall Street analysts also expressed optimism regarding the deal. Last week, Citi upped its price target for&nbsp;<a href="https://stocktwits.com/symbol/ROKU">Roku stock</a> to $84 from $68 but maintained a ‘Neutral rating,’ The Fly reported. The price target hike came on the back of the Amazon partnership.&nbsp;The firm said the alliance improves Roku's competitive positioning in the CTV space and gives "incremental confidence" in the company's growth trajectory. It also raised its estimates for Roku, factoring in the new partnership.However, Citi believed the benefits of the tie-up had already been priced into the shares.Loop Capital upgraded Roku to ‘Hold’ from ‘Buy’ and raised the price target for the&nbsp;stock to $100 from $80, premised on its view that the Amazon partnership would begin to positively impact the company’s financial results starting next year.BofA also upped its price target for the stock to $100 from $85.Roku is the fourth biggest holding of Ark’s flagship Ark Innovation ETF (ARKK), accounting for about 7.26% weighting in terms of value.On Stocktwits, retail sentiment toward Roku has deteriorated to ‘bearish’ by late Monday from ‘neutral’ a week ago, with the message volume tapering off to ‘normal.’<figure class="image"><img style="aspect-ratio:619/53;" src="https://news.stocktwits-cdn.com/Screenshot_2025_06_23_at_10_03_47_PM_png_dd850f6d8f.webp" alt="Screenshot 2025-06-23 at 10.03.47 PM.png" width="619" height="53"><figcaption>ROKU sentiment and message volume as of 10:04 p.m., June 23 | source: Stocktwits</figcaption></figure>Roku stock ended Monday’s session down 0.11% at $80.90, although it is up about 9% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of Roku, Inc. is displayed on a smartphone screen, with the company's latest stock market chart visible in the background, on April 26, 2025, in Chongqing, China. (Photo illustration by Cheng Xin/Getty Images)

Amazon-Roku Ad Tech Deal Helps Fix ‘Critical Pain Point’ In CTV Fragmentation, Says Ark Invest: ‘Major Leap Forward In Data-Driven TV Advertising’

The analyst noted that early tests of the partnership delivered impressive results, adding that the improved identity and cross-device targeting has helped brands achieve three times more value from their ad spend without increasing their budgets.

Retail sentiment toward Cisco Systems, Inc. (CSCO) stock remained muted even as sell-side analysts became increasingly bullish on the networking giant.On Stocktwits, retail users' mood on&nbsp;<a href="https://stocktwits.com/symbol/CSCO">Cisco stock&nbsp;</a>(50/100) was ‘neutral’, although this marked an improvement from the ‘bearish’ mood that prevailed a day ago and in the previous week.The message volume on the Cisco stream was also ‘normal.’<figure class="image"><img style="aspect-ratio:621/57;" src="https://news.stocktwits-cdn.com/Screenshot_2025_06_17_at_3_41_43_AM_png_8d3543ce5d.webp" alt="Screenshot 2025-06-17 at 3.41.43 AM.png" width="621" height="57"><figcaption>CSCO sentiment and message volume as of 3:42 a.m. ET, July 17 | source: Stocktwits</figcaption></figure>The muted outlook came despite recent positive headlines. On Monday, Deutsche Bank analyst upgraded the stock to ‘Buy’ from ‘Hold,’ with the price target revised upward to $73 from $65.The Fly reported that analysts at the firm see improved visibility toward “durable” mid-single-digit growth in the upcoming years. The growth is underpinned by artificial intelligence (AI) tailwinds, a Campus portfolio refresh, more favorable near-term competitive dynamics in Networking and improved scale in Security, the analysts said.They also expect the incremental growth in higher-margin revenues and the breadth of the company's supply chain to help it "deftly navigate" incremental tariffs and reinvest in growth.Deutsche Bank sees Cisco’s "significant" free cash flow generation supporting incremental cash returns to shareholders via buybacks and dividend growth.Last Friday, Goldman Sachs raised its price target for the stock to $67 from $63 but maintained a ‘Neutral’ rating.&nbsp;The firm expects Cisco's recently announced enterprise-oriented networking solutions to strengthen its long-term position within the campus networking refresh opportunities.&nbsp;At the same time, analysts at the firm believe that it may take some time for these new products to ramp up and see customer adoption.A retail watcher on Stocktwits flagged Cisco stock as an opportunity following Deutsche Bank’s upgrade.<stembedurl>https://stocktwits.com/IN0V8/message/618087648</stembedurl>But another user suggested it was time to buy some puts on Cisco stock, positioning for downside from current levels.<stembedurl>https://stocktwits.com/Wildwes78/message/618069955</stembedurl>Cisco Systems stock ended Monday’s session up 2.22% at $65.51, with year-to-date gains of 12%.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/top-taiwanese-hedge-fund-manager-cashes-out-of-nvidia/chlYFMERRTL">Top Taiwanese Hedge Fund Manager Cashes Out Of Nvidia After Nearly 10-Year Ride: 'Can't Fall In Love With A Stock'</a>

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

Cisco Retail Traders Stay Guarded But Analysts Tout Networking Giant’s Durable Growth Potential, Tariff Immunity 

Analysts at Deutsche Bank expect the Incremental growth in higher-margin revenues and the breadth of its supply chain to help "deftly navigate" incremental tariffs and reinvest in growth.

Current Price	$32.27
Prev Close	$32.07
Open	$32.49
Dividend Yield	N/A
50-Day Moving Average	$32.39
Beta	N/A
Avg. Volume	766,251.35
PE Ratio	N/A

52-Week High	$33.50
52-Week Low	$23.95
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A
Enterprise Value/EBITDA	N/A

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

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IYZBlackRock Institutional Trust Company N.A. - iShares U.S. Telecommunications ETF