SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is trending as the market reacts to reports of a massive $8.5 billion financing facility, marking the company's first investment-grade rated GPU-backed debt deal. While the news has triggered excitement among bullish investors looking for long-term AI infrastructure growth, community discourse remains split as traders debate the impact of high interest rates on the company's debt burden and recent volatility driven by broader geopolitical instability.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta is capturing investor attention following the launch of its new proprietary AI model, Muse Spark, which aims to enhance platform efficiency and user engagement across its app ecosystem. While the stock continues to face volatility from broader geopolitical concerns, market participants are actively debating the company's aggressive capital commitment to AI infrastructure and its long-term potential to compete against other AI leaders.

Applied Digital Corporation

Applied Digital is capturing significant market attention as investors eagerly await its latest financial results, with the community laser-focused on the potential for new hyperscaler contracts and updates on data center expansion. The conversation remains heavily driven by the company's massive growth in the AI infrastructure sector, with many participants actively discussing whether the current revenue momentum will finally translate into a long-awaited surge in share price.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: Cybersecurity, Internet of Things (IoT), and Licensing and Other. The Cybersecurity segment includes the brand Cylance, BlackBerry Spark, AtHoc, and SecuSUITE. The IoT segment focuses on software licenses, support, maintenance, and professional services. The Licensing and Other segment involves the intellectual property licensing arrangements and settlement awards. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry is trending as investors closely monitor technical indicators, a potential accumulation phase, and anticipation regarding upcoming earnings and fiscal year guidance. The community remains divided, with some highlighting the company's established footprint in automotive software as a long-term growth catalyst while others express continued frustration over the stock's stagnant price performance.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is seeing heavy momentum driven by an aggressive NAND supply crunch and optimistic investor sentiment regarding potential de-escalation in Middle East tensions. While the broader market watches for official updates on regional conflicts, the community is actively debating the sustainability of these gains, weighing short-term technical breakouts against the risks of long-term sector cyclicity.

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 facing intense scrutiny and volatility following reports of direct damage to its cloud infrastructure in Bahrain amid escalating geopolitical tensions. The market is also reacting to the company's strategic move to acquire Globalstar to bolster its satellite internet ambitions, while investors continue to debate the long-term impact of heavy AI-focused capital expenditures on its cash flow.

Velo3D, Inc. operates as a technology company, which engages in developing and manufacturing metal laser sintering printing machines for 3D printing. Its products include assure system, flow software, sapphire printer & sapphire XC. The company was founded by Benyamin Buller in June 2014 and is headquartered in Fremont, CA.

Velo3D Inc

Velo3D is trending as investors monitor its critical role in advanced manufacturing for defense leaders like Anduril and aerospace firms such as Honeywell, with recent interest centered on how its metal additive technology supports propulsion systems for autonomous combat aircraft. The community is actively discussing the company's potential to scale production through its proprietary Sapphire platforms and recent defense contract wins, while closely watching its balance sheet management and insider activity as key indicators of long-term viability.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Lumentum Holdings is trending as investors debate the sustainability of its rapid ascent amid massive AI data center infrastructure demand and high-conviction institutional positioning. While supporters point to strong growth in optical networking components and strategic backing from major industry players, skeptics are actively highlighting its aggressive valuation multiples and high-volume short-selling activity as signs of an impending correction.

Berkshire Hathaway, Inc. is a holding company, which engages in the provision of property and casualty insurance and reinsurance, utilities and energy, freight rail transportation, finance, manufacturing, and retailing services. It operates through the following segments: Insurance, Burlington Northern Santa Fe, LLC (BNSF), Berkshire Hathaway Energy (BHE), Pilot Travel Centers (PTC), Manufacturing, McLane, and Service and Retailing. The Insurance segment includes the underwriting of GEICO, Berkshire Hathaway Primary Group, and Berkshire Hathaway Reinsurance Group. The BNSF segment involves the operation of railroad systems. The BHE segment focuses on regulated electric and gas utility, power generation and distribution, and real estate brokerage activities. The PTC segment consists of managing travel centers and marketing of wholesale fuel. The Manufacturing segment refers to industrial, consumer and building products, home building, and related financial services. The McLane segment covers the wholesale distribution of groceries and non-food items. The Service and Retailing segment relates to the provision of shared aircraft ownership programs, aviation pilot training, electronic components distribution, retailing businesses, automobile dealerships and trailer, and furniture leasing services. The company was founded by Oliver Chace in 1839 and is headquartered in Omaha, NE.

Berkshire Hathaway Inc. - Ordinary Shares - Class B

Berkshire Hathaway is trending as investors digest the company's recent earnings report, which highlighted a significant decline in quarterly operating profits and mixed insurance underwriting results. The community is actively debating the transition to new leadership, the massive cash pile sitting in Treasuries, and whether the stock's recent underperformance relative to broader market indices justifies its long-term reputation as a defensive safe haven.

GameBuild is a next-generation game infrastructure with powerful toolkits, bringing a brand new economics and experience for Gamers, Developers and Advertisers.

GameCredits

GameCredits is seeing renewed interest and increased social media volume as traders discuss its potential for a breakout amid shifting market sentiment. Community members are actively monitoring technical support levels and volume trends, hoping for a sustained upward move.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

BTQ Technologies Provides Full-Year 2025 Corporate Update Highlighting Commercial Progress Across QCIM, QPerfect, QSSN and Bitcoin Quantum

BTQ Technologies Provides Full-Year 2025 Corporate Update Highlighting Commercial Progress Across QCIM, QPerfect, QSSN and Bitcoin Quantum BTQ Technologies Provides Full-Year 2025 Corporate Update...

Skip Pure-Play Risks: NVIDIA Leads Safer Quantum Investing in 2026

NVIDIA stands out in 2026 as a safer way to tap quantum computing, offering indirect exposure via hybrid tech while avoiding the high risks of pure-play startups.

<ul class="summary-bullets"><li>Perplexity has begun running its AI inference workloads on CoreWeave’s Kubernetes Service as a part of the early rollout phase.</li><li>CoreWeave will roll out Perplexity’s Enterprise Max subscription plan across its organization.</li><li>CRWV shares have declined nearly 25% after reporting a mixed fourth-quarter print last week.</li></ul>CoreWeave (CRWV) shares gained over 6% in pre-market trading on Wednesday after the company announced a multi-year partnership with Perplexity to support its AI inference workloads and expand services across both companies.<a href="https://stocktwits.com/symbol/CRWV">CRWV stock</a> is on track for a first gain in six sessions.Perplexity will run its next-generation AI systems on CoreWeave’s cloud platform, using dedicated NVIDIA GB200 NVL72-powered clusters. As part of the deal, CoreWeave will deploy Perplexity’s Enterprise Max across its organization. Enterprise Max is Perplexity’s highest-tier subscription plan offering access to advanced AI models, research tools, and search capabilities.Perplexity has already begun running its AI inference workloads on CoreWeave’s Kubernetes Service as a part of the early rollout phase. It has also begun using CoreWeave’s Weights &amp; Biases (W&amp;B) models to train, fine-tune, and manage its AI systems from testing to full production.“This partnership reflects a wider mix of emerging AI leaders adopting the CoreWeave platform. Like many others, they choose us for our unified AI cloud platform — not just access to capacity — and that is building a more diversified CoreWeave business,” CEO Mike Intrator told Axios on Wednesday.<h2 class="st-heading-2">Michael Burry Slams CoreWeave</h2>In a Substack post last week, investor Michael Burry <a href="https://stocktwits.com/news-articles/markets/equity/crwv-stock-slips-premarket-michael-burry-dot-com-parallels-wall-street-sees-upside/cZd3RugRIcp">said</a> CoreWeave “exists as an off-balance sheet SPV [special purpose vehicle] designed to lose money,” arguing that AI hype pushed it into the public markets.He compared the company to Level 3 Communications during the dot-com bubble, warning that CoreWeave may face even greater challenges because its infrastructure depreciates more quickly.CRWV shares have been under selling pressure, declining nearly 25% after reporting a mixed fourth-quarter print, in which loss came in at $0.56 per share, wider than Wall Street’s estimate of a loss of $0.50. However, revenue jumped 110% to $1.57 billion, topping the $1.55 billion forecast.The company forecast fiscal 2026 revenue of $12 billion to $13 billion. For the first quarter, it expects sales of $1.9 billion to $2 billion, which is below Wall Street’s $2.29 billion estimate. It also announced plans to raise capital spending to $30 billion–$35 billion to expand its data center footprint.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Stocktwits remained in the ‘extremely bullish’ territory over the past 24 hours, amid ‘extremely high’ message volumes.<img src="https://news.stocktwits-cdn.com/Coreweave_jpg_d9a1aee4a7.webp" alt="Coreweave.jpg">One user called the development “huge news” and expects the stock to surge to $100. It is currently trading at $78.<stembedurl>https://stocktwits.com/ITradeOnceADay/message/646535227</stembedurl>Another user readjusted their price target to $125 after the deal, from $115 earlier.<stembedurl>https://stocktwits.com/lucidabstract/message/646536820</stembedurl>Year-to-date, the stock has gained around 5%.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/why-did-bw-stock-jump-in-pre-market-today/cZd9luhRI5V">Why Did BW Stock Jump 15% In Pre-Market Today?</a> For updates and corrections, email newsroom[at]stocktwits[dot]com.

CoreWeave logo is displayed on a mobile phone, with the company's branding visible in the background, in this photo illustration in Brussels, Belgium, on November 10, 2025. 

CoreWeave Inks Deal With Perplexity – CRWV Stock Gains 6% Pre-Market, On Track To Arrest Post Earnings Slump

The company announced a multi-year partnership with Perplexity, which will run its next-generation systems on CoreWeave’s cloud.

Equity

<ul class="summary-bullets"><li>Q4 adjusted net loss widened to $31.8 million, or $0.09 per share, compared to expectations of $0.06 per share.</li><li>The company expects higher revenue growth in the second half of the year, CFO said in a call with analysts.</li><li>Bookings fell to $13.4 million, from $18.3 million last year, which included a major quantum computer system sale.&nbsp;</li></ul>Shares of D-Wave Quantum Inc (QBTS) gave up most of their initial gains to trade 3% on Thursday, after the company reported fourth-quarter revenue growth that fell short of Wall Street expectations.D-Wave reported a 19% year-on-year increase in revenue to $2.8 million, but this came significantly below Wall Street’s estimates of $3.74 million, according to Fiscal.ai data.While net loss narrowed to $42.3 million, from a loss of $86.1 million last year, adjusted net loss widened to $31.8 million, or $0.09 per share, from a loss of $17.8 million. Analysts on average expected a loss of $0.06 per share.<h2 class="st-heading-2">Higher Revenue Growth Expected In Second Half Of FY2026</h2>In a call with analysts, CFO John Markovich said the company expects higher revenue growth in the second half of this year than in the first half.“We anticipate that most system sales transactions will involve a multiyear service and maintenance revenue component, and some may include a multi-year lead cloud access component with respect to the recently announced $10 million enterprise Shkas agreement. This revenue will be recognized readily over a two-year time frame commencing in the current quarter. To summarize, we expect incrementally higher revenue growth in the second half of this year when compared to the first half,” Markovich said.&nbsp;Meanwhile, bookings fell 27% to $13.4 million, down from last year’s $18.3 million, which included a major quantum computer system sale.&nbsp;As of December 31, 2025, D-Wave held $884.5 million in cash and marketable securities, up 397% from a year earlier, after raising $63.7 million in the fourth quarter through warrant exercises.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment shifted to ‘bullish’ from ‘bearish’ a day earlier, amid ‘high’ message volumes.One user said the stock performed better than expected after the earnings.<stembedurl>https://stocktwits.com/DixonUranus/message/645989635</stembedurl>Another user said the stock looks ready to break out of its $22 resistance.<stembedurl>https://stocktwits.com/Emolinaoptions/message/645984741</stembedurl>Year-to-date, <a href="https://stocktwits.com/symbol/QBTS">QBTS</a> has declined 25%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, D-Wave Systems Inc. logo of a Canadian quantum computing company is seen on a smartphone screen.

QBTS Stock Trims Early Gains: D-Wave Quantum’s Q4 Revenue Misses Estimates 

D-Wave reported a 19% year-on-year increase in revenue to $2.8 million, below Wall Street’s estimates of $3.74 million, according to Fiscal.ai data.

The Zacks Analyst Blog Highlights QTUM, IonQ, D-Wave Quantum and Rigetti Computing

IonQ, D-Wave and Rigetti show 100%+ price target upside as quantum stocks wobble amid macro uncertainty and selective March stabilization.

<ul class="summary-bullets"><li>The contract encompasses a broad range of work areas that allows for the rapid delivery of innovative capabilities to the warfighter with increased speed and agility, it said in a statement.&nbsp;</li><li>Participation in the SHIELD IDIQ contract provides a contractual framework through which IonQ may compete for future task orders, subject to agency requirements and competitive selection processes.&nbsp;</li><li>IonQ has a history of supporting U.S. government research and development initiatives, including work with agencies such as DARPA, the U.S. Air Force Research Laboratory.&nbsp;</li></ul>IonQ on Monday announced that it won a contract from the Missile Defense Agency’s Scalable Homeland Innovative Enterprise Layered Defense (SHIELD) program, which has a ceiling&nbsp;worth up to $151 billion.At the time of writing stock was up 2%.&nbsp;The contract encompasses a broad range of work areas that allows for the rapid delivery of innovative capabilities to the warfighter with increased speed and agility, it said in a statement.&nbsp;IonQ has a history of supporting U.S. government research and development initiatives, including work with agencies such as DARPA, the U.S. Air Force Research Laboratory, and organizations across the national security community.<h2 class="st-heading-2">SHIELD IDIQ</h2>IonQ is among more than 2,400 companies eligible to compete for future task orders issued under the SHIELD IDIQ contract framework.Participation in the SHIELD IDIQ contract provides a contractual framework through which IonQ may compete for future task orders, subject to agency requirements and competitive selection processes.&nbsp;“IonQ brings together a broad set of quantum technologies and supporting capabilities that reflect years of investment across computing, networking, sensing, and security,” said Niccolo de Masi, Chairman and CEO of IonQ. “We look forward to continuing our work with U.S. government partners across a range of research, development, and innovation programs.”<h2 class="st-heading-2">Other Firms In The Program</h2>AST SpaceMobile Inc. (ASTS) in January announced that it has been awarded a contract for the Missile Defense Agency SHIELD program.AST SpaceMobile was selected as a lead contractor, granting the company the opportunity to compete for a variety of upcoming projects. These projects could encompass research, development, engineering, prototyping, and overseeing vital systems for the Missile Defense Agency that support U.S. national security interests.<h2 class="st-heading-2">How Did Stocktwits’ Users React?</h2>Retail sentiment around IONQ trended in ‘bearish’ territory amid ‘low’ message volume.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, a person holds a smartphone displaying the logo of IONQ Inc.

Why Is IonQ Stock Surging After-Hours?

IonQ is among more than 2,400 companies eligible to compete for future task orders issued under the SHIELD IDIQ contract framework.

Quantum Outlook for March 2026: 3 Stocks With Over 100% Price Target

IonQ, D-Wave Quantum and Rigetti show over 100% average price target upside for March 2026 despite macro and sector volatility.

<ul class="summary-bullets"><li>Infleqtion expects quantum advantage at the 100-logical-qubit level by 2028, enabling breakthroughs in materials science.</li><li>Over time, quantum computing could expand into drug discovery and eventually tackle complex problems like breaking encryption, Kinsella added.</li><li>Kinsella views competition from tech giants as validation of the quantum opportunity and believes Infleqtion’s focused strategy positions it to outperform larger players.</li></ul>Fresh off its New York Stock Exchange debut on Tuesday, Infleqtion (INFQ) is turning its attention to the road ahead, emphasizing scale alongside investment in innovation. The company aims to ramp up sales of its quantum-sensing portfolio while advancing quantum computers toward commercial reality later this decade.In a conversation with Stocktwits, CEO Matthew Kinsella outlined the firm’s growth strategy and shared his perspective on the expanding opportunity within the broader quantum computing market.Congratulations on the business combination. So, where do you go from here?I'm making sure I tell the whole team that going public is not a finish line of any kind. It's refueling. It's supercharging. The answers are really twofold. In the quantum sensing side of our business, we have true quantum advantage, evidenced by the contract we announced with NASA, the clocks that we sell, and our quantum RF antennas. &nbsp;&nbsp; So we are going to continue to build out the go-to-market team and invest in R&amp;D to make that incredibly powerful technology smaller and cheaper. Think of us selling more sensors and investing in R&amp;D to drive down the cost and size of those products. That's one half of the answer.The other half of the answer is getting quantum computers to be commercially useful. We believe that will happen in 2028.So sell more quantum sensors. Get quantum computers to the point where they can do things that classical computers cannot, and then sell some quantum computers along the way. We've sold three already.As you work to make the technology more accessible, do you see a future where quantum solutions become practical for everyday applications as well?At the 100 logical cubit level, which we think we'll hit in 2028, we'll start to see quantum advantage in areas like materials science.Imagine if your iPhone could last a year on a charge, rather than just one night. How do we build more efficient jet fuels? If you think about what Elon Musk is struggling with right now with Starship, it's actually a material science problem. He needs to find materials that he can build these ships from that can withstand blast-off and return to Earth's orbit multiple times.&nbsp;&nbsp;&nbsp;That said, I think we have to go into this with a great deal of humility, because it's very hard to predict how these cutting-edge markets will develop over time.Over the past year, you’ve partnered with organizations including NASA and the Royal Navy. Which verticals are showing the most promise today?So our first commercialized product is our quantum clocks. The clocks which the world uses today to synchronize and operate critical infrastructure, ranging from RF networks to the electricity grid to data centers. They are basically part of this incredible GPS system that uses pretty precise clocks on satellites that orbit the Earth. But those clocks need to synchronize with these massive room-sized clocks on the Earth’s surface.The problem is that GPS is getting spoofed and denied more and more. The timing stamp isn't as reliable as it used to be. Our clocks provide better than GPS standard timing.The fact that these clocks are 100 to 1000 times more precise actually allows better performance of the underlying infrastructure, because better synchronization means you can eek more performance out of your infrastructure. So huge applications in the data center where everyone is trying to increase the performance of their underlying GPUs and get more out of the infrastructure that they have.If you look at the next-most-commercialized product in our portfolio, it’s our quantum RF antennas. We can turn atoms into antennas, and these atoms can receive the entire electromagnetic spectrum. There are obvious use cases in covert communications, the intelligence community, the Department of War, and all sorts of different military applications, but there's a very interesting, counterintuitive one in the high-frequency trading world.We can shrink massive antennas down to something very small, and that’s something that can be done for a fraction of the cost. Those huge antennas cost millions of dollars.&nbsp;&nbsp;Which segment currently generates the largest share of your revenue, and how do you expect that mix to evolve going forward?So, we did $29 million in revenue in 2024, and we were booked or awarded $50 million in 2025. Looking at 2024 revenue, it was skewed toward our sensing portfolio, but we also had a reasonable amount of compute revenue.&nbsp;As we look forward, I think we'll still see the majority of the opportunity for revenue generation, meaning greater than 50%, in the quantum sensing world. It will start to shift, though, toward quantum computing as quantum computers become commercially useful.Looking ahead, what types of partnerships will be most critical in shaping your company’s growth, and can you highlight a few key collaborations?Partnerships will remain an important part of our strategy going forward. And I'd think of them in a few different buckets – first, just with our customers. The U.S. and UK governments are very close partners, as we work with them to deploy our technologies and help them develop new ones.We announced a partnership with Safran. We are going to work with them to integrate some of their time transfer protocols that they've developed, so we can transfer time from our boxes more efficiently and also take advantage of the existing distribution networks they have.NVIDIA is another partnership I would highlight, and I'd also mention some U.S. government partners, but NASA is obviously an incredibly important partner for us as we continue to work to send more quantum into space.As the company scales, what are the bottlenecks you have faced, and what do you see as the biggest hurdles going forward?Well, I always think about the potential challenges that technology companies encounter in three buckets. You have technology challenges, execution challenges, and, finally, financing challenges that are also opportunities.I feel like we've got the technology where we need it, and now it's just following our roadmap to reach quantum advantage and computing. We're already there in our sensing portfolio. So, the technology we have faced challenges that effectively put risk off the table.Financing had always been a risk. It is always a risk for deep technology companies. We just took that risk off the table by raising $550 million in this transaction. So now it's all about execution. So that's the challenge we have control over and can execute.By simplifying complex technologies, your company could become an attractive acquisition target amid rising competition. How are you positioning the company to navigate this?Yeah, you mentioned the big players, IBM, Google, and Microsoft, all setting their sights on quantum. And the way I look at that is that it is very validating: the quantum opportunity is real, and these companies are focused on it.I do think you'll see consolidation in this market. It's natural for a deep-tech market to start consolidating at some point. I'm taking the company down this path because I think we have the opportunity to build a generational business here, and that's what I'm focused on. But if acquisition opportunities come along, we'll have to take them to the board and evaluate them on a case-by-case basis.Editor’s Note: The interview has been edited for clarity and length.Read also:<a href="https://stocktwits.com/news-articles/markets/equity/infleqtion-goes-public-ceo-calls-it-refueling-pitstop-interview/cZRWAkjR4uw/amp">&nbsp;Exclusive: Infleqtion Goes Public, But CEO Matthew Kinsella Believes It’s Just A ‘Refueling’ Pitstop</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Quantum Computing, Quantum Physics, Quantum mechanics, Science, Technology. (Representative image courtesy of Just_Super via Getty Images)

Exclusive: Infleqtion CEO Matthew Kinsella Outlines Post-IPO Playbook — Scale Quantum Sensing Portfolio, Deliver Commercially Viable Quantum Computers By 2028

In an exclusive interview with Stocktwits, CEO Kinsella highlighted growing demand for Infleqtion’s quantum sensing technologies, including ultra-precise clocks to counter GPS vulnerabilities.

<ul class="summary-bullets"><li>New Street analyst Pierre Ferragu upgraded Arm to ‘Buy’ from ‘Neutral’ with a $145 price target, representing an upside of about 28.6% compared to current trading levels of $112.78 at the time of writing.&nbsp;</li><li>Ferragu said that Arm reported a 4% royalty beat in fiscal Q3 and that is what really matters, the analyst told investors, according to TheFly.&nbsp;</li><li>RBC Capital analyst Srini Pajjuri cut the company’s price target to $130 from $140 while maintaining an ‘Outperform’ rating on the shares.</li></ul>Arm Holdings Plc. (ARM) stock was in the spotlight on Thursday as the company received attention from Wall Street analysts after posting third-quarter (Q3) 2025 earnings on Wednesday.New Street, RBC Capital, Bank of America, and Mizuho were among analysts who revised their outlook and price targets on the firm.Shares of ARM gained over 7% on Thursday at the time of writing.<h2 class="st-heading-2">Street Consensus</h2>New Street analyst Pierre Ferragu upgraded Arm to ‘Buy’ from ‘Neutral’ with a $145 price target, representing an upside of about 28.6% compared to current trading levels of $112.78 at the time of writing.Ferragu said that Arm reported a 4% royalty beat in fiscal Q3 and that is "what really matters," the analyst told investors, according to TheFly. The analyst added that market fears of a weak 2026 for smartphones are "overdone" as the premium segment is unaffected, adding that the post-earnings pullback reflects temporary concerns about smartphones and creates an entry point, while the company’s datacenter segment will contribute meaningfully to growth.Meanwhile, RBC Capital analyst Srini Pajjuri cut the company’s price target to $130 from $140 while maintaining an ‘Outperform’ rating on the shares, as per TheFly. The analyst cited a slower Q4 royalty growth outlook, even though the management sounded confident about sustaining 20% growth in FY27, the analyst said in a research note, as per TheFly.BofA lowered Arm’s price target to $115 from $120 and maintained a ‘Neutral’ rating on the shares, citing the company’s results that showed in-line to modestly better-than-expected Q3 results and Q4 guidance.Mizuho also lowered the firm's price target to $160 from $190 and kept an ‘Outperform’ rating on the shares. The analyst said that it views Arm's growth as solid, and recommended buying the post-earnings pullback in the company’s shares.<h2 class="st-heading-2">Earnings Update</h2>Arm posted a 26% year-on-year growth in quarterly revenues, clocking $1.24 billion in Q3 2025, and beating street expectations of $1.23 billion. The company said that its royalty revenue increased 27% year-over-year due to growth across its target end markets such as artificial intelligence, data centers, smartphones, physical AI, and edge AI.The company reported adjusted profit of $0.43 per share, beating street consensus of $0.41 per share.Providing forward guidance, Arm said it expects Q4 revenues to come between $1.42 billion and $1.52 billion, compared to street expectations of about $1.44 billion on average.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/ARM">ARM shares</a> jumped from ‘neutral’ to ‘extremely bullish’ territory over the past 24 hours. Meanwhile, message volumes increased from ‘high’ to ‘extremely high’ levels.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_06_at_12_52_03_AM_png_3fc09073b9.webp" alt="Screenshot 2026-02-06 at 12.52.03 AM.png" width="1276" height="154"></figure>&nbsp;One bullish user said the company has value and reaches the world’s devices.<stembedurl>https://stocktwits.com/jjg111/message/644155887</stembedurl>&nbsp;Shares of ARM have declined by over 34% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/michael-burry-flags-wording-methodology-updates-in-google-parent-alphabet-fresh-filing/cZbZQNwR4VU">Michael Burry Flags Wording, Methodology Updates In Google Parent Alphabet’s Fresh Filing</a>

In this photo illustration, the logo of Arm Holdings plc is displayed on a smartphone screen, with a stock market chart in the background.

ARM Shares Garner Street Attention After Q3 Earnings — What’s The Consensus?

New Street, RBC Capital, Bank of America, and Mizuho were among analysts who revised their outlook and price targets on Arm Holdings after it posted third-quarter (Q3) 2025 earnings on Wednesday. 

<ul class="summary-bullets"><li>Arm’s third quarter revenue grew 26% year-on-year to $1.24 billion, representing record quarterly revenue.</li><li>The company said it expects Q4 revenue in the range of $1.42 billion to $1.52 billion, analysts on average are expecting the revenue of $1.44 billion.&nbsp;</li><li>Arm in its earnings call said that SoftBank is "not interested" in selling any shares of Arm stock.</li></ul>Shares of Arm Holdings fell more than 8% in extended hours of trading on Wednesday as investors were spooked by higher operating expenses.The company posted $716 million in adjusted operating expenses during the quarter, a 37% rise from a year-ago quarter.Arm in its earnings call said that SoftBank (SFTBY) is "not interested" in selling any shares of Arm stock.<h2 class="st-heading-2">Strong Quarter</h2>Arm’s third quarter revenue grew 26% year-on-year to $1.24 billion, representing record quarterly revenue and its fourth consecutive billion dollar revenue quarter. Analysts on average were expecting revenue of $1.23 billion.&nbsp;It said its royalty revenue grew a robust 27% year-over-year to a record of $737 million driven by growth across our target end markets, including AI and general purpose data center, smartphones, physical AI and edge AI.&nbsp;“Arm delivered a record revenue quarter as demand for AI computing on our platform continues to accelerate” said Rene Haas, CEO. “Record royalty results in the third quarter reflect the growing scale of our ecosystem, as customers design the Arm compute platform into next-generation systems across cloud, edge, and physical environments to deliver high-performance, power-efficient AI. The fundamentals of the Arm business have never been stronger.”It reported adjusted profit of $0.43 per share compared with $0.39 in the same period a year ago, analysts on average had expected profit of $0.41 per share.<h2 class="st-heading-2">Outlook</h2>The company said it expects Q4 revenue in the range of $1.42 billion to $1.52 billion, analysts on average are expecting the revenue of $1.44 billion.&nbsp;Arm sees Q4 profit in between $0.54 to $0.52 per share, analysts’ consensus for the fourth quarter is $0.56 per share. &nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around ARM trended in ‘extremely bullish’ territory amid ‘extremely high’ message volume.&nbsp;One bullish user said that “ARM will see Nvidia 2022-2024 like growth in coming years, staying the course here”.<stembedurl>https://stocktwits.com/KryptonResearch/message/644033275</stembedurl>Another user predicted that the stock will be at least $125 by the end of the month.<stembedurl>https://stocktwits.com/DragonMk/message/644030008</stembedurl>Another user called the stock “oversold”.<stembedurl>https://stocktwits.com/Dvb3445/message/644029171</stembedurl> &nbsp;

The replica of the ARM is an electronic chip board during a collaborative ceremony launching a partnership between Malaysia and ARM Holdings in Kuala Lumpur, Malaysia, on March 5, 2025. 

Why Is Arm Stock Falling 8% After Hours? 

Higher adjusted operating expenses in its third quarter spooked investors. 

ETF Series Solutions - Defiance Quantum ETF

Patrick OShaughnessy - @patrick_oshag on X

Citrini - @Citrini7 on X

Bucco Capital - @buccocapital on X

Joe Weisenthal - @TheStalwart on X

The must-watch individual or show that brings entertainment to finance. This award celebrates the content you look forward to daily - bringing a sharp market edge to engaging discussions. 

QTUM
Defiance Quantum ETF

Feed

News

Sentiment

Fundamentals

Info

Poll

Latest QTUM News

QTUMDefiance Quantum ETF