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Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is experiencing intense volatility and heavy retail versus institutional engagement as the community debates whether the stock is undergoing a genuine foundry-led turnaround or a speculative pump. Traders are actively monitoring for a potential short squeeze, with many participants fixated on technical price levels and the long-term impact of new strategic partnerships.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi Technologies is experiencing significant volatility as investors weigh strong quarterly earnings and member growth against a cautious outlook that failed to exceed market expectations. The community is sharply divided, with bulls viewing the pullback as a buying opportunity based on solid fundamentals, while bears argue that dilution concerns and ongoing questions regarding the company's valuation continue to weigh on investor sentiment.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood shares are under significant pressure as the company reports a revenue and earnings miss, heavily impacted by a sharp decline in crypto trading activity. Community sentiment is deeply divided, with some investors viewing the pullback as a buying opportunity in a diversifying fintech platform, while others are aggressively shorting the stock due to concerns over weakening retail momentum and perceived lack of institutional support.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy Corp

Bloom Energy is currently a top focal point for investors due to its role as a critical infrastructure provider in the exploding AI data center sector, with the community closely tracking its recent revenue growth and high-profile partnerships. The stock has experienced significant volatility and upside momentum as market participants debate whether its valuation is fully justified by the massive surge in long-term demand for onsite power generation.

Lightwave Logic, Inc. is a development stage company which engages in the commercialization of electro-optic photonic devices. The firm offers the P2ICTM technology platform which uses in-house proprietary organic polymers. Its products include electro-optical modulation devices and proprietary polymer photonic integrated circuits. The company was founded on June 24, 1997 and is headquartered in Englewood, CO.

Lightwave Logic Inc

Lightwave Logic is trending due to its recent integration into GlobalFoundries' 300mm Silicon Photonics design flow, which the community views as a critical transition from R&D to foundry-ready commercialization. Investors are actively discussing the stock's potential to become the industry standard for high-speed, power-efficient optical data centers, despite ongoing debates regarding its valuation and lack of current revenue.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

The Trade Desk is seeing renewed activity and bullish sentiment as investors eye a potential short squeeze, fueled by substantial insider buying and chatter regarding potential integration with AI leaders. Despite historical volatility and ongoing debate over the company's long-term valuation, the community is closely tracking technical support levels and upcoming earnings for signs of a sustained breakout.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is at the center of investor focus as traders brace for a pivotal earnings release, with intense community discussion centering on whether massive capital expenditures in AI infrastructure will finally translate into bottom-line growth. The stock is trending due to its expanding multi-cloud partnerships and bullish technical momentum, though participants remain deeply divided on whether these AI-driven initiatives justify current valuations or if a sell-the-news event is looming.

Seagate Technology Holdings Plc operates as holding company that is engaged in the development, production, and distribution of data storage products and electronic data storage solutions. Its products include hard disk drives, solid state hybrid drives, solid state drives, peripheral component interconnect express cards, serial advanced technology attachment controllers, storage subsystems and computing solutions. The firm offers its products under the Backup Plus and Expansion product lines, and Maxtor and LaCie brands. The company was founded in 1978 and is headquartered in Fremont, CA.

Seagate Technology Holdings Plc

Seagate Technology is experiencing significant momentum driven by robust demand for high-capacity data center storage and AI-related infrastructure expansion. Market participants are actively debating whether the stock's recent sharp appreciation represents a sustainable multi-quarter growth cycle or if the rapid price movement creates short-term exhaustion risk.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is experiencing intense volatility as investors debate the impact of unconfirmed reports regarding order cancellations, while some in the community highlight aggressive hiring and expansion as evidence of a booming business. Sentiment remains polarized between those viewing the current price as an undervalued buying opportunity ahead of earnings and others concerned about ongoing governance risks and sector-wide AI spending headwinds.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

Gorilla Technology is trending as investors weigh significant multi-billion dollar AI infrastructure contracts against persistent concerns regarding transparency and capital structure. The community is actively debating the potential for a short squeeze driven by elevated short interest and low float, while closely monitoring for revenue guidance updates and the execution of major partnerships in India.

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<ul class="summary-bullets"><li>Evercore ISI cut its price target on Spotify to $700 from $750 and kept an ‘Outperform’ rating.&nbsp;</li><li>Canaccord analyst Maria Ripps said that its lowered target on Spotify comes amid a lower multiple applied to its 2027 revenue estimate.</li><li>In the latest quarter, Spotify’s monthly active users grew 11% year-on-year to 751 million, while its premium subscribers jumped 10% higher to 290 million.</li></ul>Spotify Technology (SPOT) on Tuesday reported fourth-quarter (Q4) 2025 results, posting better-than-expected earnings and a growth in users.Despite the upbeat results, the audiostreaming company received a sleuth of downgrades from Wall Street analysts.Evercore ISI cut its price target on Spotify to $700 from $750 and kept an ‘Outperform’ rating. Jefferies also lowered its price target on the company to $650 from $750 and maintained a ‘Buy’ rating.Canaccord lowered Spotify’s pierce target to $750 from $850 and kept a ‘Buy’ rating on its shares.<a href="https://stocktwits.com/symbol/SPOT">Shares of SPOT </a>were up nearly 15% at the time of writing.<h2 class="st-heading-2">Analyst Rationale</h2>According to TheFly, Evercore said that while Spotify’s Q4 results were fundamentally and relatively good, the analyst said that its FY26 and FY27 estimates have changed, with revenue reducing about 4%-5% and operating income down 3%-5%.However, Evercore added that it continues to view Spotify as the global leader in streaming audio, supported by accelerating monetization, durable user growth, and improving profitability.Meanwhile, Jefferies said that Spotify’s Q4 results reinforce its positive view on the stock and Q1 gross margin guidance of 32.8% suggests label wholesale price increases won't pressure margins. However, the analyst noted that Spotify’s first-quarter (Q1) subscriber guidance of 3 million additions quarter-over-quarter was below the street’s expectation of 4 million.&nbsp; However, Jefferies said that it doesn't view this as an issue, given Spotify's historical pattern of guiding to 2 million to 3 million quarter-over-quarter in Q1 consistently across the past four years.Canaccord analyst Maria Ripps said that Spotify reported "solid" Q4 results, with all key metrics coming in ahead of expectations. Despite hitting its 14-month low in recent trading sessions, shares continue to trade at an "attractive valuation," the analyst said. However, the lowered target comes amid a lower multiple applied to the firm's 2027 revenue estimate, the analyst said.<h2 class="st-heading-2">Earnings Snapshot</h2>In the latest quarter, Spotify’s monthly active users grew 11% year-on-year to 751 million, while its premium subscribers jumped 10% higher to 290 million.The company posted net income of €1.17 billion ($1.39 billion) or €4.43 a share, up from €367 million, or €1.76 a share, a year earlier. Analysts, on average, were expecting a profit of roughly €2.78 a share, according to data from Fiscal.ai. Meanwhile, Spotify’s quarterly revenue increased 7% to €4.5 billion.In the upcoming quarter, Spotify projects €4.5 billion in revenue, €660 million in operating income, and for total premium users to rise to 293 million by adding 3 million net new subscribers.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around SPOT shares jumped from ‘bullish’ to ‘extremely bullish’ territory over the past 24 hours.Meanwhile, message volumes jumped from ‘high’ to ‘extremely high’ territory, climbing 720% in the past 24 hours, according to Stocktwits data from Tuesday morning.One user noted that the latest earnings did not include Spotify’s recent U.S. subscription price increases. The user said that 2026 was going to be strong for the company.<stembedurl>https://stocktwits.com/Crafan/message/644562273</stembedurl>&nbsp;Shares of SPOT have declined nearly 25% in the past year.Exchange Rate: 1 Euro = 1.19 USDFor updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Spotify Q4 Earnings Beat Expectations — So Why Did The Street Lower Its Price Target?

Evercore said that its FY26 and FY27 estimates have changed, with revenue reducing about 4%-5% and operating income down 3%-5%. 

Equity

<ul class="summary-bullets"><li>StubHub declined to provide a fourth-quarter outlook.</li><li>The company cited shifts in the timing of ticket sales.</li><li>Q3&nbsp;revenue stood at $468 million, marking an 8% year-on-year increase.</li></ul>StubHub shares tumbled over 26% on Friday after the ticket reseller declined to provide guidance for the fourth quarter, due to shifts in the timing of ticket sales.&nbsp;In its third-quarter earnings call, Eric Baker, Founder, Chairman, and Chief Executive Officer of StubHub, said the company is observing a shift in the timing of concert onsales.&nbsp;<h2 class="st-heading-2">Long Term View</h2>Baker said that the company intends to share updated 2026 guidance during its next earnings call and aims to navigate current pricing challenges by May 2026.“Several large tours that would typically go on sale in the fourth quarter occurred earlier in late September.”&nbsp;-Eric Baker, Founder, Chairman, and CEO, StubHub.&nbsp;“It remains to be seen how this concert on-sale timing dynamic plays out in November and December,” Baker added.However, on Stocktwits, retail sentiment around&nbsp;<a href="https://stocktwits.com/symbol/STUB">StubHub’s stock</a> jumped to ‘extremely bullish’ from ‘neutral’ territory the previous day. Message volume shifted to ‘extremely high’ from ‘low’ levels in 24 hours.&nbsp;<h2 class="st-heading-2">Third-Quarter Performance&nbsp;</h2>Quarterly revenue reached $468 million, marking an 8% year-on-year increase. The loss per share stood at $4.27. The company noted that its gross merchandise sales climbed to $2.4 billion, reflecting an 11% increase YoY.&nbsp;Adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) rose to $67 million, up 21% YoY, resulting in a 14% margin. StubHub posted a net loss of $1.3 billion for the quarter. The company stated that the figure resulted from a one-time charge associated with stock-based awards that had accumulated over multiple years and were recognized at the time of its initial public offering.STUB stock has lost over 32% of its value since its September listing.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-s-ai-roadmap-draws-analyst-confidence-prompting-multiple-target-price-hikes/cLPQQzbRE40">Nvidia’s AI Roadmap Draws Analyst Confidence, Prompting Multiple Target Price Hikes</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the StubHub logo and webpage are displayed on a cell phone and computer monitor.

Why Did StubHub’s Stock Plunge 26% Today?

StubHub declined to provide a fourth-quarter outlook.

CEO Eric Baker stated that the company plans to provide updated 2026 guidance during its next earnings call.

Popstar Taylor Swift is releasing her 12th album, titled "The Life of a Showgirl," announcing the development rather casually in a podcast teaser posted on Instagram early Tuesday.Swift, the richest female musician alive with an estimated net worth of $1.6 billion, talked about the new album during a cameo on the New Heights podcast hosted by boyfriend Travis Kelce and his brother.“So I wanted to show you something,” she said, pulling a vinyl from a briefcase. “This is my brand new album, The Life of a Showgirl.” The full podcast episode&nbsp;has not been released yet, and the official album release date remains unknown.Pop Crave, a notable pop culture and media newsletter, noted that Swift created a new Spotify playlist featuring 22 songs, all of which have been produced by Max Martin and Shellback, according to an&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/PopCrave/status/1955128479349084590">X post</a>.Her new album is rumoured to be produced by the duo, according to Pop Crave.Swift’s music, with its relatable lyrics and vivid storytelling, has shaped the tastes of a generation of teenagers in the United States and worldwide. More recently, her public stands on fashion, politics, and even economics have further established her as one of the most influential artists today.Swift’s recent "Eras Tour" was the highest-grossing concert tour ever, raking in over $2.07 billion across 149 shows.The development comes over a year after the release of Swift's previous album, which dominated global charts.&nbsp;The new release is poised to boost revenue for Republic Records, one of the key labels of <a href="https://stocktwits.com/symbol/UMGNF/sentiment">Universal Music Group (UMGNF)</a>,&nbsp;which&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.nytimes.com/2025/07/22/business/universal-music-group-ipo.html">filed</a> for a U.S. initial public offering last month.Tencent owns 20% of Universal Music Group, Bill Ackman’s Pershing Square holds about 7.6%, while the Bolloré family (including Vivendi’s 10% stake) controls roughly 28%.Hilversum, Netherlands-headquartered UMG recently reported second-quarter earnings that missed estimates, partly due to weak merchandise sales, according to Bloomberg.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Taylor Swift attends the 67th Annual GRAMMY Awards on February 02, 2025 in Los Angeles, California. (Photo by Matt Winkelmeyer/Getty Images for The Recording Academy)

Taylor Swift Drops Surprise Album Reveal On Travis Kelce’s Podcast: Boost Loading For Universal Music Group?

“This is my brand new album, The Life of a Showgirl,” she said, according to a podcast teaser posted on social media. 

Taylor Swift Drops Surprise Album Reveal On Travis Kelce’s Podcast

“This is my brand new album, The Life of a Showgirl,” she said, according to a podcast teaser posted on social media. 


Shares of Dolby Labs, Inc. ($DLB), a developer of audio, imaging and voice technologies for cinema, home theaters, PCs, mobile phones, and games, are in the spotlight following rumors that Alphabet, Inc.’s ($GOOGL) ($GOOG) Google and Samsung would push a new standard called Eclipsa Audio that would rival Dolby’s Atmos.Dolby Atmos is a surround-sound technology that creates three-dimensional audio and provides the most immersive sound experience. It is now the most-selling point for TVs and sound bars on the market.The Verge<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.theverge.com/2025/1/3/24335170/samsung-google-eclipsa-spatial-audio-format-2025-tvs"> reported</a> on Friday that Google-Samsung’s Eclipsa Audio will offer 3D audio experiences on certain YouTube videos later this year and support for this will be available across Samsung’s 2025 lineup of TVs and soundbars.The report said Samsung hasn’t actively supported Dolby Vision HDR for dynamic HDR metadata and has, in turn, used HDR10 Plus.Eclipsa would provide an open-source alternative and it could eventually become a free alternative to Dolby Atmos. It would also support adjustment of&nbsp;&nbsp;“audio data such as the location and intensity of sounds, along with spatial reflections'' for a 3D experienceSamsung and Google first announced the partnership to jointly develop an advanced 3D spatial audio technology in late 2023, calling it “Immersive Audio Model and Formats.’’ It was adopted by the Alliance for Open Media (AOM), a group that has been pushing for royalty-free codec support since 2015, in Oct. 2023, AOM comprises Amazon, Apple, Cisco, Google, Meta, Nvidia, and Microsoft, among others.<a href="https://stocktwits.com/symbol/DLB">Dolby stock</a>, which lost over 8% in 2024, ended Friday’s session up 0.51% at $78.19.<figure class="image"><img style="aspect-ratio:635/137;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/google_sentiment_c74a5efbfe.png" alt="google-sentiment.png" width="635" height="137"><figcaption>DLB sentiment and message volume January 6, 2025, &nbsp;as of 12:55 am ET | Source:&nbsp;Stocktwits</figcaption></figure>On Stocktwits, sentiment toward Alphabet stock is ‘neutral’ (45/100), with message volume remaining ‘low.After a strong rally into the year-end 2024 amid multiple new technology announcements,&nbsp;<a href="https://stocktwits.com/symbol/GOOGL">Alphabet stock</a> has cooled off.&nbsp;An Alphabet watcher on Stocktwits said the stock could challenge $193.5 resistance, and a break above the level would position it to push to new all-time highs.<stembedurl>https://stocktwits.com/TheStockTraderHub/message/59888008</stembedurl>For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/getty-images-rumored-to-be-in-merger-talks-with-shutterstock/chG5QwFRlH">Getty Images Rumored To Be In Merger Talks With Shutterstock: Retail Sees Potential Combination As ‘Win-Win’ Proposition</a>

Multi-colored discs with different radius forming a sound wave.

Dolby Stock In Focus As Google-Samsung Prepare Free Rival to Atmos 3D Audio Tech; Alphabet Faces Retail Pushback

According to a Verge report Google-Samsung’s Eclipsa Audio will offer 3D audio experiences on certain YouTube videos later this year

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