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Invesco QQQ Trust Series 1

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980, and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

Sarepta Therapeutics is trending due to optimism surrounding upcoming data presentations at the World Muscle Society Congress, with the community anticipating positive results and potential label expansion for ELEVIDYS. Discussions also involve potential short squeezes and renewed investor confidence, with some speculating on a possible buyout. The community is focused on key presentations and data releases throughout the week.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is trending due to new multi-year AI cloud contracts, specifically related to NVIDIA Blackwell GPUs, with the community buzzing about the company's strategic pivot and potential for significant revenue growth. Bullish sentiment surrounds the contracts' average 2-year terms and 2-year payback, suggesting strong demand, while some analysts debate valuation amid the AI infrastructure race. The conversation also includes comparisons to peers and speculation about future partnerships.

Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

Webull ($BULL) is trending due to investor concern surrounding a lock-up expiry potentially flooding the market with new shares, leading to price dips. The community is debating whether this presents a buying opportunity or signals further decline, with some drawing comparisons to $HOOD's past performance and others pointing to short interest. Discussions also involve the company's management and the potential for dilution.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is trending amid speculation about an undisclosed institutional investor who made a $75M private placement, boosting the company's AI connectivity solution prospects. The community is buzzing with possibilities, with NVIDIA being a popular guess due to POET's optical tech relevance for GPU clusters, and the reveal of the investor expected around Oct 17. Bullish sentiment is fueled by potential short and gamma squeezes as well as strong partnerships.

SPDR Gold Trust - SPDR Gold Shares ETF

SPDR Gold Shares ETF

SPDR Gold Shares ETF ($GLD) is trending as spot gold prices surge, driven by safe-haven demand amid economic uncertainty and a potential government shutdown. Community discussions revolve around gold's breakout above $4,000/oz and whether this rally is sustainable or indicative of a larger market bubble. Some analysts suggest gold's rise signals underlying economic concerns, while others point to central bank buying and a weakening dollar as key catalysts.

TMC the metals co., Inc. is a deep-sea minerals exploration company focused on the collection and processing of polymetallic nodules found on the seafloor in international waters of the Clarion Clipperton Zone in the Pacific Ocean (CCZ). These nodules contain high grades of four metals (nickel, copper, cobalt, manganese) which can be used as (i) feedstock for battery cathode precursors (nickel, cobalt and manganese sulfates, or intermediate nickel-copper-cobalt matte) for electric vehicles (EV) and renewable energy storage markets, (ii) copper cathode for EV wiring, energy transmission and other applications and (iii) manganese silicate for manganese alloy production required for steel production. The company was founded in 2021 and is headquartered in Vancouver, Canada.

TMC the metals company Inc

$TMC is trending as the deep-sea mining sector gains traction, with community members discussing potential short squeezes and a possible breakout. Optimism is fueled by anticipation of government partnerships and regulatory approvals, particularly the NOAA decision. Bullish investors are focused on the company's long-term potential in the critical minerals market.

Galecto, Inc. is a clinical-stage biotechnology company, which engages in developing novel small molecule therapeutics that are designed to target the biological processes that lie at the heart of cancer and fibrotic diseases. The firm is also involved in the development of small molecule inhibitors of galectin-3 and LOXL2. The company was founded by Ulf Jörgen Nilsson, Hakon Leffler, Tariq Sethi, and Hans Thalsgård Schambye in 2011 and is headquartered in Boston, MA.

Galecto Inc

GLTO is trending due to a speculative surge, drawing comparisons to SPRB's previous move and generating significant community buzz around potential gains. Traders are actively discussing short squeezes and technical setups, while also debating the sustainability of the stock's momentum. The stock's low float is a key factor in discussions, with some suggesting further upside potential.

QuantumScape Corp. engages in developing next-generation solid-state lithium-metal batteries. The company’s next-generation batteries are designed to enable greater energy density, faster charging, and enhanced safety to support the transition away from legacy energy sources toward a lower-carbon future. The company was founded by Jagdeep Singh, Tim Holme, and Fritz B. Prinz in May 2010 and is headquartered in San Jose, CA.

QuantumScape Corp - Ordinary Shares - Class A

QuantumScape Corp

QuantumScape ($QS) is trending as investors speculate on potential OEM partnerships, particularly with Tesla and Toyota, following Murata's announcement about scaling high-volume separator production. Community discussions revolve around the company's solid-state battery technology and its potential to disrupt the EV battery market, with some highlighting government support and growing lithium production in the US as tailwinds. Bullish sentiment is fueled by anticipation of new deals and upcoming earnings, while bears cite potential delays in commercialization and the company's cash burn rate.

AlphaTON Capital Corp. is a biotechnology company, which engages in the research and development of immuno-oncology therapies for patients with cancer. Its portfolio includes first-in-class invariant natural killer T cell (iNKT) small molecule engagers and best-in-class adenosine antagonists. The company was founded by Gregory H. Bailey and James Mellon in 1973 and is headquartered in Road Town, British Virgin Islands.

AlphaTON Capital Corp.

AlphaTON Capital Corp. ($ATON) is trending due to a surge in interest following news related to its digital asset treasury focused on the TON blockchain. Community members are discussing the company's potential as a runner, citing its low float and key management, including executives with experience at NASDAQ and Cambridge Analytica, while drawing comparisons to other recent high-momentum stocks.

Confluent, Inc. engages in creating a data infrastructure platform focused on data in motion. The firm provides application architecture engagement, multi data center, security and upgrade engagement, and Amazon web services cloud deployment services. Its products include Confluent Cloud, Confluent Platform, WarpStream BYOC, Connectors, Flink, Stream Governance, and Confluent Hub. The company was founded by Edward Jay Kreps, Neha Narkhede, and Jun Rao on September 1, 2014, and is headquartered in Mountain View, CA.

Confluent Inc - Ordinary Shares Class A

Confluent Inc

CFLT is trending due to speculation around a potential buyout, with names like SNOW and Databricks mentioned as possible suitors. The community is actively discussing call option flow and potential breakout opportunities, while also noting the company's potential in data streaming for agentic AI. Some investors express frustration with management and past performance, while others see the stock as undervalued with strong long-term potential.

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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. 

Equity

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.

Roku Inc. (ROKU) has rolled out its refreshed 2025 TV lineup in the United States, introducing updated Select, Plus, and Pro Series models.&nbsp;The company’s latest televisions are designed to enhance the user experience with improved visuals, upgraded audio, faster performance, and smarter features, all built on Roku’s TV operating system.The 2025 Pro Series televisions are outfitted with Smart Picture Max, an advanced AI-based system that fine-tunes picture settings in real-time for an improved viewing experience.&nbsp;The Pro Series delivers ultra-detailed visuals with over 100 billion image-processing operations per frame, along with advanced display technologies like Dolby Vision IQ, HDR10+ Adaptive, and QLED color.&nbsp;It sports an enhanced audio with Roku Soundstage, Dolby Atmos speakers, and improved tuning.&nbsp;Roku’s Plus Series now incorporates technologies once limited to the Pro Series, such as Smart Picture Max and mini-LED backlighting.&nbsp;These mid-tier TVs also feature a built-in subwoofer, a faster processor, enhanced cable management, and an integrated remote finder for user convenience.Roku's 2025 TV lineup also features smarter software across all models, including tools such as Daily Trivia, personalized sports highlights, and Bluetooth Headphone Mode.&nbsp;Even the budget-friendly Select Series now supports HDR10+ and Dolby Audio. TV sizes range from 24” to 85”, with the Plus and Pro Series available in 55”, 65”, and 75” options.&nbsp;Prices start under $130, and the TVs are sold at major retailers including Best Buy, Walmart, Amazon, and Target.On Stocktwits, retail sentiment around Roku changed to ‘extremely bullish’ from ‘bullish’ the previous day.<figure class="image"><img style="aspect-ratio:795/108;" src="https://news.stocktwits-cdn.com/Screenshot_2025_06_10_113840_png_92634158f6.webp" alt="ROKU's Sentiment Meter and Message Volume as of 12:00 p.m. ET on Jun.10, 2025 | Source: Stocktwits" width="795" height="108"><figcaption>ROKU's Sentiment Meter and Message Volume as of 12:00 p.m. ET on Jun.10, 2025 | Source: Stocktwits</figcaption></figure>A Stocktwits user cheered the stock’s rise above the $80 mark.<stembedurl>https://stocktwits.com/marben/message/617406863</stembedurl><a href="https://stocktwits.com/symbol/ROKU">Roku</a> stock has gained 8% in 2025 and over 38% in the last 12 months.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/netflix-to-pump-over-1-billion-into-spanish-content-and-studios/chl7FS5RbzV">Netflix To Pump $1.1B Into Spain Between 2025 And 2028, But Retail Sees No Traction</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Roku's 2025 Refresh Makes Pro Series Smarter, Sharper, Louder: Retail Optimism Abounds 

Roku's 2025 TV lineup features enhanced visuals, upgraded audio, smarter software, and gaming-ready performance across Pro, Plus, and Select Series models.

Stocks & ETFs to Benefit From Trump's Stargate Project  

Verizon Communications Inc. ( VZ) has received approval from the Federal Communications Commission (FCC) for its $20 billion acquisition of Frontier Communications (FYBR).&nbsp;The <a target="_blank" rel="noopener noreferrer nofollow" href="https://docs.fcc.gov/public/attachments/DOC-411464A1.pdf">approval</a> follows Verizon’s commitment to boost its broadband infrastructure spending and revise its diversity, equity, and inclusion (DEI) policies to reflect the regulatory approach favored by the Trump administration.&nbsp;FCC Chair Brendan Carr supported the merger, calling it beneficial to the public.“By approving this deal, the FCC ensures that Americans will benefit from a series of good and commonsense wins. The transaction will unleash billions of dollars in new infrastructure builds in communities across the country—including rural America,” said Chair Brendan Carr.Verizon has agreed to roll back its diversity, equity, and inclusion (DEI) efforts in light of regulatory pressures.&nbsp;The company will take down its <a target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/BrendanCarrFCC/status/1923355671036035101?ref=broadbandbreakfast.com">DEI</a> website, remove related content from training programs, drop diversity hiring targets, and change plans that reward diversity metrics.&nbsp;Verizon had proposed to purchase Frontier in a $20 billion cash deal in September 2024.&nbsp;The deal, involving the country’s largest standalone fiber internet provider, will expand Verizon’s national fiber coverage and enhance its broadband and wireless service capabilities.&nbsp;It will also strengthen Verizon’s edge network to support emerging technologies such as AI and the Internet of Things.Verizon’s acquisition is expected to add 2.2 million Frontier fiber users across 25 states, expanding its fiber footprint to 25 million locations in 31 states and Washington, D.C., with plans to reach 2.8 million more by 2026.&nbsp;The deal is expected to yield $500 million in yearly cost savings. As part of the agreement, Verizon has committed to deploying fiber-optic internet access to at least one million new homes annually.“This investment will accelerate the transition away from old, copper line networks to modern, high-speed ones. And it delivers for America’s tower and telecom crews who do the hard, often gritty work needed to build high-speed networks,” added Carr.The merger is expected to close within 18 months, pending approval from Frontier's shareholders.&nbsp;On Stocktwits, retail sentiment around Verizon remained ‘bearish’.<figure class="image"><img style="aspect-ratio:641/78;" src="https://news.stocktwits-cdn.com/Screenshot_2025_05_16_135509_png_1fac8919e7.webp" alt="VZ's Sentiment Meter and Message Volume as of 02:00 p.m. ET on May 16, 2025 | Source: Stocktwits" width="641" height="78"><figcaption>VZ's Sentiment Meter and Message Volume as of 02:00 p.m. ET on May 16, 2025 | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/VZ">Verizon</a> stock has gained 10% in 2025 and 9% in the last 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/coreweave-shares-rise-after-nvidia-discloses-stake/chiwEwLRbns">CoreWeave Shares Surge After Nvidia Reveals 7% Stake: Retail’s Exuberant</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 Verizon logo is displayed on a smartphone screen, with the company's branding visible in the background, symbolizing the global reach of the U.S. telecommunications giant, on April 20, 2025, in Chongqing, China. (Photo by Cheng Xin/Getty Images)

Verizon's $20B Frontier Acquisition Gets FCC Nod After DEI Policy Changes: Retail Yet To React

Verizon’s Frontier deal approval will enable nationwide broadband buildout, add 2.2 million users, and $500 million in annual operational savings.

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

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