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Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

Infleqtion is gaining momentum as investors react to a series of strategic milestones, including expanded partnerships with U.S. Department of Energy national labs and a high-profile presence at the NVIDIA GTC conference. Community sentiment is deeply divided between long-term believers who are aggressively accumulating shares due to the company's defense-focused quantum hardware, and skeptics who are wary of recent downward price action following the company's de-SPAC process.

Asana, Inc. engages in the business of developing a work management platform that helps organizations orchestrate work from daily tasks to cross-functional strategic initiatives. The company was founded by Dustin Moskovitz and Justin Michael Rosenstein on December 16, 2008 and is headquartered in San Francisco, CA.

Asana Inc - Ordinary Shares - Class A

Asana Inc

Asana is attracting attention due to a combination of persistent insider buying from the CEO and a potential turnaround narrative following a recent leadership transition. While some investors view the stock's discounted valuation and insider activity as a strong signal for a rebound, others remain skeptical, citing ongoing profitability challenges and intense competition from AI-integrated enterprise software.

Tria is a self-custodial neobank and cross-chain payments infrastructure designed to make onchain money usable in everyday life. It combines card spending, trading, and earning in a single account experience, so users can move value across chains without manually bridging assets, switching networks, or managing chain-specific steps. Under the hood, Tria routes every action through BestPath, an ultra-fast routing and execution layer that takes an intent like “spend,” “swap,” “send,” or “earn” and completes it end-to-end on the optimal path. Tria operates in two modes: a consumer app that includes a Visa-powered card, spot swaps, perpetual futures, and Earn vaults, and a developer and institutional layer that integrates with protocols and ecosystems to embed Tria’s execution rails wherever value already moves. The end goal is simple: one continuous flow for money across chains, with self-custody by default and a product experience that feels effortless for normal users worldwide.

TRIA

TRIA is gaining momentum as investors highlight its rapid user growth and real-world utility as a self-custodial neobank, while anticipation builds around potential upcoming partnerships with major online banks. The community is actively discussing its strong trading volumes and consistent chart consolidation, viewing the project as a unique, profitable player in the evolving blockchain financial space.

Northrop Grumman Corp. engages in the provision of advanced aircraft systems. It operates through the following segments: Aeronautics Systems, Defense Systems, Mission Systems, and Space Systems. The Aeronautics Systems segment is involved in the design, development, production, integration, sustainment, and modernization of advanced aircraft systems for the U.S. Air Force, the U.S. Navy, other U.S. government agencies, and international customers. The Defense Systems segment includes integrated battle management systems, weapons systems and aircraft, and mission systems sustainment and modernization. The Mission Systems segment offers advanced mission solutions and multifunction systems, primarily for the U.S. defense and intelligence community, and international customers. The Space Systems segment delivers end-to-end mission solutions through the design, development, integration, production and operation of space, missile defense, launch and strategic missile systems for national security, civil government, commercial, and international customers. The company was founded by John K. Northrop, Thomas V. Jones, and Kent Kresa in 1939 and is headquartered in Falls Church, VA.

Northrop Grumman Corp.

Northrop Grumman is in the spotlight as investors process strong second-quarter earnings that topped expectations, leading the company to raise its full-year guidance even as the defense sector faces ongoing scrutiny over executive compensation and capital allocation policies. The community is actively debating the impact of increased military spending priorities against recent regulatory pressures that threaten to limit dividends and buybacks for major defense contractors.

JPMorgan Chase & Co. is a financial holding company, which engages in the provision of financial and investment banking services. The firm focuses on investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. It operates through the following segments: Consumer and Community Banking (CCB), Commercial and Investment Bank (CIB), Asset and Wealth Management (AWM), and Corporate. The CCB segment originates and services mortgage loans. The CIB segment makes markets and services clients across fixed income, foreign exchange, equities, and commodities. The AWM segment provides initial capital investments in products such as mutual funds and capital invested alongside third-party investors. The Corporate segment manages its liquidity, funding, capital, structural interest rate, and foreign exchange risks. The company was founded in 1799 and is headquartered in New York, NY.

JPMorgan Chase & Co.

JPMorgan Chase & Co

JPMorgan Chase is trending as investors weigh strong earnings and capital return strategies against legal risks and broader sector concerns about credit quality. The community is actively discussing the bank's aggressive branch expansion, its stance on private credit stress, and the impact of ongoing regulatory and legal scrutiny on its long-term outlook.

Federal National Mortgage Association is a government-sponsored company, which engages in the provision of liquidity for purchases of homes and financing of multifamily rental housing and refinancing existing mortgages. It operates through the Single-Family and Multifamily segments. The Single-Family segment offers liquidity to the mortgage market and increases the availability and affordability of housing for single families. The Multifamily segment includes guaranty fees on mortgages and on multifamily mortgage loans. The company was founded in 1938 and is headquartered in Washington, DC.

Federal National Mortgage Association

Fannie Mae ($FNMA) is trending as investors digest a mix of regulatory uncertainty, potential legislative developments, and high-profile institutional interest from figures like Bill Ackman and Michael Burry. The community is actively debating the likelihood of an end to government conservatorship and an eventual uplisting to the NYSE, with sentiment sharply divided between long-term holders expecting a massive valuation reset and skeptics concerned about government delays and ongoing policy inertia.

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

Energy Select Sector SPDR Fund

The Energy Select Sector SPDR Fund (XLE) remains a focal point as investors grapple with extreme geopolitical risk and supply disruptions in the Strait of Hormuz, driving crude oil toward historic highs. Community sentiment is deeply divided between traders capitalizing on the energy-sector rotation and those bracing for the broader economic damage a sustained oil shock could inflict on the S&P 500.

Global X Funds - Global X Uranium ETF

Global X Uranium ETF

The uranium sector is currently oscillating between strong long-term fundamental demanddriven by AI data center energy needs and government push for nuclear independenceand short-term volatility stemming from corrective technical structures. While community sentiment remains largely bullish, investors are actively debating whether to buy current pullbacks or await further consolidation as the ETF navigates a complex macro environment.

Global X Funds - Global X Copper Miners ETF

The community is closely watching the Global X Copper Miners ETF ($COPX) as investors debate whether recent volatility represents a healthy accumulation period before a structural bull market or a deeper correction linked to broader economic jitters. While some traders are expressing frustration over recent price weakness, many remain focused on a long-term bullish thesis driven by supply-side deficits and the critical role copper plays in AI infrastructure, defense, and grid modernization.

Zscaler, Inc. engages in the provision of a cloud-based internet security platform. It offers Zero Trust Exchange, Zscaler Client Connector, Zscaler Internet Access, Zscaler Private Access, Zscaler B2B, Zscaler Cloud Protection, and Zscaler Digital Experience. The company was founded by Jagtar Singh Chaudhry and K. Kailash in September 2007 and is headquartered in San Jose, CA.

Zscaler Inc

Zscaler is facing intense market volatility as investors weigh the stock's recent price depreciation against strong long-term fundamentals and growing enterprise demand for AI-integrated Zero Trust security. While the community remains sharply divided, with some traders citing 'AI disruption' fears and heavy short interest as catalysts for the downward trend, others are actively viewing these levels as an institutional accumulation opportunity ahead of upcoming earnings.

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<ul class="summary-bullets"><li>According to analyst Matthew Hedberg, the broader expansion of AI applications strengthens the company’s position.</li><li>RBC Capital reiterated an ‘Outperform’ rating on the stock, with a price target of $265.</li><li>TD Cowen said that the company’s infrastructure, including the Cloudflare Tunnel, allows developers to safely connect locally run AI tools to the internet.</li></ul>RBC Capital said Cloudflare Inc.’s (NET) notable surge in stock price is driven by investor enthusiasm surrounding the growing demand for AI workloads, and added that emerging AI projects such as Anthropic’s Claude Code, Cowork, and the open-source Clawdbot are fueling interest in the company’s capabilities.The company is scheduled to report its fourth-quarter (Q4) earnings on February 10. Analysts expect a Q4 revenue of $591.36 million and earnings per share (EPS) of $0.27, according to Fsical AI data.&nbsp;<h2 class="st-heading-2">AI Growth And Cloudflare’s Role</h2>According to analyst Matthew Hedberg, while these specific AI initiatives are “not likely needle movers” for Cloudflare in the near term, the broader expansion of AI applications strengthens the company’s position, according to TheFly.&nbsp;&nbsp;Hedberg highlighted Cloudflare as a “Tier 1 AI winner,” citing opportunities in AI inference, the flexibility of its Workers platform, and the newly introduced pay-per-crawl model as key drivers of future growth.&nbsp;RBC Capital reiterated an ‘Outperform’ rating on the stock, with a price target of $265.&nbsp;<a href="https://stocktwits.com/symbol/NET">Cloudflare stock</a> traded over 13% higher on Tuesday morning. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory while message volume shifted to ‘extremely high’ from ‘normal’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_27_115151_png_43985c7f37.webp" alt="NET’s Sentiment Meter and Message Volume as of 11:00 a.m. ET on Jan. 27, 2026 | Source: Stocktwits" width="935" height="106"><figcaption>NET’s Sentiment Meter and Message Volume as of 11:00 a.m. ET on Jan. 27, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">TD Cowen Echoes View</h2>According to TD Cowen, the online buzz over Clawdbot over the weekend encouraged investors to link the momentum of AI tools to Cloudflare’s capabilities in supporting and securing AI agents.The firm added that the company’s infrastructure, including the Cloudflare Tunnel, allows developers to safely connect locally run AI tools to the internet without exposing sensitive servers.Cloudflare’s ability to combine secure connectivity with scalable infrastructure positions it as an important player for enterprises adopting AI across sectors such as software, automation, and robotics.NET stock has gained 70% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amazon-closes-fresh-grocery--go-stores-whole-foods-growth/cmyObsvR4Ln">Amazon Closes Its Fresh Grocery And Go Stores To Focus On Whole Foods Growth</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

RBC Flags Cloudflare As ‘Tier 1’ AI Beneficiary – Attributes Share Price Surge To Buzz Around Growing Demand For AI Workloads

Analyst Matthew Hedberg highlighted Cloudflare as a “Tier 1 AI winner,” citing its opportunities in AI inferencing and the flexibility of its Workers platform.

Equity

Analyst Matthew Hedberg highlighted Cloudflare as a “Tier 1 AI winner,” citing its opportunities in AI inferencing and the flexibility of its Workers platform.


Snowflake Stock Surges on Earnings Beat: ETFs in Focus 

Snowflake (SNOW) jumped 14% on strong Q2 results and raised guidance. The result can lift SNOW-heavy ETFs like SPYA, LRNZ and CLOU.

Samsara, Inc. (IOT), a connected operations platform provider,&nbsp;posted a fourth-quarter beat&nbsp;on Thursday, although revenue growth slowed&nbsp;sharply. The current quarter guidance came in below expectations, sending the stock lower in the after-hours session.The San Francisco, California-based company reported adjusted earnings per share (EPS) of $0.11 for the fourth quarter of the fiscal year 2025, up from the year-ago quarter’s $0.04 and bettering the Finchat-compiled consensus estimate of $0.07.Revenue jumped 25% year over year (YoY) to $346.3 million versus the $335.33-million consensus estimate.Both metrics exceeded the high-end of the guidance issued in early December but the topline growth decelerated notably from the previous quarter’s 36% growth.Annual recurring revenue (ARR), a key operational metric, jumped 33% to $1.46 billion. The growth marked a slight slowdown from the third quarter’s 35%.The non-GAAP gross and operating margins expanded YoY to 77% and 16%, respectively, from 75% and 5%.CEO Sanjit Biswas said, “Fiscal year 2025 was another year of durable and efficient growth.”He noted that the company grew its $100,000+ ARR customer count 36% YoY to 2,506.Samara expects first quarter adjusted EPS of $0.05 to $0.06 and revenue of $350 million to $352 million. Analysts, on average, estimate $0.05 and $351.31 million, respectively.The company initiated its fiscal year 2026 guidance of $0.32 to $0.34 in adjusted EPS, above the estimated $0.28, and $1.523 billion to $1.533 billion in revenue, aligning with the consensus of $1.528 billionOn Stocktwits, retail sentiment toward&nbsp;<a href="https://stocktwits.com/symbol/IOT">Samsara stock</a> reversed to ‘extremely bullish’ (83/100) from the ‘bearish’ mood that prevailed a day ago. The message volume surged to ‘extremely high’ levels as trader chatter grew amid the earnings release.<figure class="image"><img style="aspect-ratio:627/137;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/iot_sentiment_b19971e1c3.png" alt="iot-sentiment.png" width="627" height="137"><figcaption>IOT sentiment and message volume March 6, as of 11:02 pm ET | Source:&nbsp;Stocktwits</figcaption></figure>A bullish watcher said the stock has a strong support at the $40 level despite dropping below the mark in the after-hours session.<stembedurl>https://stocktwits.com/romanempire1981/message/607125619</stembedurl>Samsara stock ended the after-hours session down 5.56% at $39.55. The stock is down over 4% year-to-date.For updates and corrections email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/helwlett-packard-enterprise-nosedives-on-2025-q1-results/cheptTWRbGe">Hewlett Packard Enterprise Nosedives On Mixed Q1, Weak Guidance: Retail Uses Dip To Accumulate ‘Value’ Stock</a>

In this photo illustration, the Samsara logo is displayed on a smartphone screen, with financial charts and stock market performance visible in the background, on March 3, 2025, in Chongqing, China.

Samsara’s Q4 Revenue Growth Slowdown, Weak Q1 Guidance Send Stock Sharply Lower After-Hours: Retail Mood Turns Buoyant

The top- and bottom-line results exceeded the high end of the guidance issued in early December, but the topline growth decelerated notably from the previous quarter’s 36% growth.

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Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF

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