SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio (IBRX) is trending following its CEO's significant presentation at a major cancer summit outlining breakthroughs in 'chemo-free' treatments and recent international regulatory approvals for its ANKTIVA therapy. The community is actively discussing the stock's "unstoppable" scientific progress and the potential for a substantial short squeeze fueled by high short interest.

Alpha Tau Medical Ltd. is a clinical-stage oncology therapeutics company, which focuses on the research, development, and commercialization of diffusing alpha-emitters radiation therapy for the treatment of cancer. The firm is involved in the clinical trials at cancer centers with indications that include skin cancer, oral cavity cancer, breast cancer, and pancreatic cancer. The company was founded by Uzi Sofer, Yona Keisari, and Itzhak Kelson in November 2015 and is headquartered in Jerusalem, Israel.

Alpha Tau Medical Ltd

ALPHA TAU MEDICAL LTD

Alpha Tau Medical ($DRTS) is trending as the community anticipates imminent Japanese marketing approval for its Alpha DaRT cancer treatment, further validated by successful glioblastoma patient outcomes and growing institutional interest, positioning the company for significant global commercial expansion.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Donald Trump's State of the Union address is driving immediate conversation around DJT, generating intensely polarized reactions with supporters praising his "epic" speech while detractors label it a "clown show" "full of lies." Community discussions actively center on his policy claims regarding tariffs, immigration, and the economy, alongside renewed chatter on Epstein-related allegations.

Warner Bros. Discovery, Inc. is a premier global media and entertainment company, which engages in the provision of a differentiated portfolio of content, brands, and franchises across television, film, streaming, and gaming. It operates through the following segments: Studios, Networks, Direct-to-Consumer (DTC), and Corporate. The Studios segment includes producing and releasing feature films for initial exhibition in theaters, producing and initial licensing television programs to networks services as well as third parties, distributing films and television programs to various third party, internal television, and streaming services, distribution through the home entertainment market related consumer products, and themed experience licensing and interactive gaming. The Networks segment focuses on domestic and international television networks. The DTC segment is involved in premium pay-television and streaming services. The company was founded on June 17, 1985 and is headquartered in New York, NY.

Warner Bros. Discovery Inc - Ordinary Shares - Class A

Warner Bros Discovery Inc

WBD is trending as Paramount Skydance's significantly revised all-cash offer, now at $31 per share plus a ticking fee and commitment to cover Netflix's breakup cost, has prompted WBD's board to consider it a potentially superior proposal. The community is sharply divided on whether Netflix will increase its own complex bid or opt to accept the breakup fee amidst mounting regulatory concerns and debt implications.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is trending as the bidding war for Warner Bros. Discovery intensifies with Paramount's revised offer, igniting strong community discussion on whether Netflix should raise its bid or walk away to collect a substantial breakup fee, all while facing heightened regulatory and political pressure.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

Circle is trending due to upcoming earnings and intense debate surrounding the CLARITY Act's impact on stablecoin yields, with bulls highlighting growing institutional adoption and USDC's foundational role while bears cite regulatory uncertainty, past insider selling, and its price correlation to broader crypto market volatility.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company was founded on June 3, 2024 and is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Paramount Skydance is trending as Warner Bros. Discovery re-evaluates its acquisition offers, granting a limited waiver to re-engage with PSKY following its revised, all-cash bid including substantial regulatory breakup and ticking fees. The community is actively discussing PSKY's offer as potentially superior against Netflix's, while also weighing concerns about the massive debt PSKY would incur if successful.

HP Inc. is an information technology company, which engages in the provision of personal computing and other access devices, imaging and printing products, and related technologies, solutions, and services. It operates through the following segments: Personal Systems, Printing, and Corporate Investments. The Personal Systems segment offers commercial and consumer desktop and notebook personal computers, workstations, thin clients, commercial tablets and mobility devices, retail point-of-sale systems, displays and other related accessories, software, support, and services for the commercial and consumer markets. The Printing segment provides consumer and commercial printer hardware, supplies, solutions and services, and scanning devices. The Corporate Investments segment includes HP Labs and certain business incubation projects. The company was founded by William R. Hewlett and David Packard in 1939 and is headquartered in Palo Alto, CA.

HP Inc

HP Inc. is trending as its latest earnings report paints a divided picture for investors, with weak near-term profit guidance, impacted by U.S. tariffs and supply chain shifts, sparking bearish concerns. Conversely, many in the community are emphasizing the company's compelling value, robust free cash flow, and recently increased dividend, alongside the long-term growth prospects from AI-powered PCs.

Fortuna Mining Corp. engages in the exploration, extraction and processing of precious and base metal in Latin America. It operates through the following segments: Minera Bateas S.A.C (Bateas), Compania Minera Cuzcatlan S.A. de C.V. (Cuzcatian), Mansfield Minera S.A. (Mansfield), and Corporate. The Beates segment operates the Caylloma silver, lead, and zinc mine. The Cuzcatlan segment handles the San Jose silver-gold mine. The Mansfield segment constructs the Lindero mine. The Corporate segment represents the corporate stewardship. The company was founded by Jorge Alberto Ganoza Durant, Simon T. P. Ridgway, and Mario David Szotlender on September 4, 1990 and is headquartered in Vancouver, Canada.

Fortuna Mining Corp.

Fortuna Silver Mines Inc.

Fortuna Silver Mines (FSM) is a trending topic following recent positive exploration results at its Diamba Sud Gold Project and strong cash flow from its latest earnings, alongside strategic asset sales. Despite the backdrop of 'flying' gold and silver prices, community sentiment is mixed, with many highlighting the stock's perceived undervaluation while others voice frustration over its lagging market performance.

Cava Group, Inc. is a holding company, which engages in the category-defining Mediterranean fast-casual restaurant brand, bringing together healthful food and bold, satisfying flavors at scale. It operates through the following segments: CAVA and CAVA Foods. The CAVA segment includes the operations of all company-owned CAVA restaurants. The CAVA Foods segment includes the production of dips and spreads used in CAVA restaurants as well as sales from the consumer-packaged goods (CPG) business. The company was founded by Brett Schulman, Ike Grigoropoulus, Dimitri Moshovitis, and Theodore Xenohristos in 2010 and is headquartered in Washington, DC.

Cava Group Inc

CAVA Group Inc

Cava Group is trending following its earnings report, which showcased robust revenue growth and restaurant expansion, pushing its annual revenue past $1 billion. The community is actively debating the company's valuation and decelerating same-store sales against its ambitious growth plans and strong digital performance.

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

<ul class="summary-bullets"><li>The company posted a smaller-than-expected drop in its total revenue for the fourth quarter of 2025.</li><li>Company’s adjusted diluted earnings per share of $0.71 in the fourth quarter beat analyst estimates of $0.59 per share, as per fiscal.ai.&nbsp;</li><li>The company expects Q1 2026 Revenue to be within a range of $270.0 million to $300.0 million, analysts expect Q1 revenue of $263.2 million.&nbsp;</li></ul><p>Enphase Energy shares rallied 22% during the extended hours of trading on Tuesday despite posting a drop in its fourth quarter revenue and profit from its year-ago quarter.&nbsp;</p><p>The&nbsp;energy technology firm forecasted strong first quarter revenue that has impressed investors and sparked optimism among traders.&nbsp;</p><h2 class="st-heading-2">Q4 Earnings</h2><p>The company posted a smaller-than-expected drop in its total revenue for the fourth quarter of 2025. Its revenue was $343.3 million, compared to $382.7 million in the third quarter of 2025, hurt by decline in revenue in the United States due to the lower safe harbor and storage revenue.&nbsp;</p><p>Analysts on average were expecting a revenue of $340.1 million, as per fiscal.ai. The revenue was also hit by softer demand for its services in the European region as well, the company said in a statement.&nbsp;</p><p>Company’s adjusted diluted earnings per share of $0.71 in the fourth quarter beat analyst estimates of $0.59 per share, as per fiscal.ai.&nbsp;</p><p>It said it exited the fourth quarter of 2025 with $1.51 billion in cash, cash equivalents and marketable securities and generated $47.6 million in cash flow from operations.</p><h2 class="st-heading-2">Outlook</h2><p>The company expects Q1 2026 revenue to be within a range of $270.0 million to $300.0 million, which includes shipments of 100 to 120 MWh of IQ batteries. This outlook includes approximately $35.0 million of safe harbor shipments. Analysts expect Q1 revenue of $263.2 million.&nbsp;</p><p>Enphase also expects adjusted gross margin to be within a range of 42.0% to 45.0%, including approximately five percentage points of reciprocal tariff impact.&nbsp;</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>Retail sentiment around ENPH trended in ‘extremely high’ territory amid ‘extremely high’ message volume.&nbsp;</p><p>One user praised the company’s management and said, “The leadership steering this company is top notch. Battery storage is the future and these guys are extremely competent and will deliver”.&nbsp;</p><p><stembedurl>https://stocktwits.com/cemarsh/message/643889751</stembedurl></p><p>Another user said that the turnaround of ENPH is ‘well underway’.</p><p><stembedurl>https://stocktwits.com/RazorbackAJ/message/643888311</stembedurl></p><p>Shares in the company have fallen 37% over the past 12 months.&nbsp;</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

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

Enphase Energy Shares Are Surging 22% Despite Drop In Q4 Revenue – What’s Driving The Rally?

The company forecasted strong first quarter revenue that has impressed investors and sparked optimism among traders. 

Equity

The company forecasted strong first quarter revenue that has impressed investors and sparked optimism among traders. 


<ul class="summary-bullets"><li>The company reported revenue of $1.08 billion for the quarter, 44% higher than the same period last year, and well above analyst estimates of $970.5 million.</li><li>Teradyne CEO Greg Smith said that in 2026, the company expects year-over-year growth across all of its businesses, with strong momentum in compute, driven by AI.&nbsp;</li><li>Teradyne’s revenue guidance for the first quarter of 2026 is $1.15 billion to $1.25 billion.&nbsp;</li></ul><p>Shares of Teradyne (TER) rallied more than 20% during extended hours of trading on Monday after the company posted fourth quarter (Q4) earnings that beat analyst estimates, according to data from Fiscal.ai.&nbsp;</p><p>The company said Q4 growth was driven by strong AI-related demand in compute and memory.&nbsp;</p><h2 class="st-heading-2">Upbeat Results</h2><p>Teradyne’s net income in Q4 2025 was $283.0 million, or $1.80 per diluted share, jumping nearly 90% from the year-ago quarter and surging past analyst estimates of $1.36 per share, as per Fiscal.ai.&nbsp;</p><p>The company reported revenue of $1.08 billion for the quarter, 44% higher than the same period last year, and well above analyst estimates of $970.5 million. Of the total revenue, $883 million came from its Semiconductor Test segment, $110 million came from Product Test, and $89 million from Robotics.&nbsp;</p><p>“Our Q4 results were above the high end of our guidance range, fueled by AI-related demand in compute, networking and memory within our Semi Test business. Across all of our business groups – Semi Test, Product Test, and Robotics – we experienced sequential growth, and at the company level we achieved 13% growth in 2025,” said Teradyne CEO, Greg Smith.&nbsp;</p><h2 class="st-heading-2">Outlook</h2><p>The company provided guidance for the first quarter of 2026, with revenue expectations of $1.15 billion to $1.25 billion, and adjusted net income of $1.89 to $2.25 per diluted share.</p><p>“In 2026, we expect year-over-year growth across all of our businesses, with strong momentum in compute driven by AI,” Smith said.&nbsp;</p><h2 class="st-heading-2">Upbeat Analyst</h2><p>Earlier on Monday, Evercore ISI raised the price target on Teradyne to $280 from $200 and kept an ‘Outperform’ rating on the shares.&nbsp;</p><p>The firm said that it believes the fundamentals on Teradyne are positive, as it sees multiple paths for upside to estimates, according to TheFly. With near-term strength in compute, and high bandwidth memory test revenue as well as 2026 growth led continued strength in compute, with added benefit from potential market share gain in merchant GPU, the analyst told investors in a research note.</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>Retail sentiment around TER trended in ‘extremely bullish’ territory amid ‘extremely high’ message volumes.</p><p>Shares of the company have jumped 122% over the past 12 months.&nbsp;</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p><p>Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/snap-shares-are-tumbling-today-as-focus-shifts-to-earnings/cZbgUUKR4ku">Snap Shares Are Tumbling Today As Focus Turns To Q4 Earnings – What Are Investors Expecting?</a></p><p>&nbsp;</p>

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

Teradyne Stock Rockets 20% Today – What’s Driving The Rally?

The company said fourth-quarter earnings growth was driven by strong AI-related demand in compute and memory. 

Should You Invest in the Invesco S&P 500 Equal Weight Technology ETF (RSPT)?

In this photo illustration, a person holds a smartphone displaying the logo of Texas Instruments, with the red logo featuring the state of Texas, on July 19, 2025, in Chongqing, China. 

TXN Shares Soar 8% After Hours: What’s Driving Investor Optimism Despite Q4 Earnings Miss?

The semiconductor company now expects Q1 earning per share in the range of $1.22-$1.48, above an analyst estimate of $1.25 at the midpoint. 

<ul class="summary-bullets"><li>RBC remains constructive on wafer fab investment and expects Applied Materials to deliver growth at least in line with the sector over the next 12 months.</li><li>Barclays said that the recent recovery in DRAM spending makes the shares attractive.</li><li>AMAT shares are on track to open at their highest ever levels.</li></ul><p>Applied Materials (AMAT) tracked the interest in the semiconductor sector on Thursday, with the stock jumping 8% in pre-market trading. It is on track to open at its&nbsp;highest-ever levels following a slew of favourable brokerage action and Taiwan Semiconductor Manufacturing Co’s (TSMC) increased expenditure forecast, following a smashing fourth-quarter (Q4) earnings report.</p><h2 class="st-heading-2"><strong>What Are The Brokerages Saying?</strong></h2><p>RBC Capital initiated coverage of Applied Materials with an ‘Outperform’ rating and a price target of $385, an 18% upside to the current premarket price of $325.4, according to The Fly. The stock beat the SOX index (PHLX Semiconductor Sector) last year but trailed U.S. equipment peers, weighed down by China-related headwinds, softer spending on mature nodes, and potential share losses. Despite this, the RBC remains constructive on wafer fab investment and expects Applied Materials to deliver growth at least in line with the sector over the next 12 months.</p><p>Barclays upgraded the stock to ‘Overweight’ from ‘Equal Weight’ and raised the price target to $360 from $250. Analyst Tom O'Malley said that the recent recovery in DRAM spending makes the shares attractive, with AMAT’s exposure to the memory market turning more favorable in 2026.</p><p>Wells Fargo raised Applied Materials' price target to $350 from $290, and maintained an ‘Overweight’ rating.</p><h2 class="st-heading-2"><strong>TSMC Raises 2026 CAPEX Plans</strong></h2><p>Applied Materials, a chip equipment maker and a key supplier for TSMC, is also likely to benefit from the largest semiconductor manufacturer in the world increasing its capital expenditure for 2026 by 37% to $56 billion.</p><p>Applied Materials also found favour with firms including Stifel, Bank of America (BoFA), and Bernstein, who expect the company to benefit from the increased expenditure in the semiconductor wafer fab equipment market.</p><h2 class="st-heading-2"><strong>How Did Retail React?</strong></h2><p>Retail sentiment for <a href="https://stocktwits.com/symbol/AMAT">AMAT</a> on Stocktwits remained in the ‘bullish’ territory over the past 24 hours, amid ‘high’ message volumes.</p><p><img src="https://news.stocktwits-cdn.com/AMAT_jpg_109d275ba8.webp" alt="AMAT.jpg"></p><p>The stock has gained around 76% over the past year.</p><p><strong>Read also: </strong><a href="https://stocktwits.com/news-articles/markets/equity/blackrock-q4-results-beat-estimates-stock-rises/cmU1SKBR47A"><strong>BlackRock Stock Rises Pre-Market: Record Inflows Drive Q4 Revenue Beat</strong></a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

Applied Materials logo is displayed on a smartphone screen in front of a stock chart, on February 10, 2025, in Chongqing, China.

AMAT Stock Is Breaking Out – Here’s What Changed

Applied Materials Inc Stock - Multiple brokerages, including RBC Capital and Barclays, raised the stock’s price target and kept a bullish rating, citing increased spending on semiconductor manufacturing equipment.

AMAT Stock Surges Toward All-Time Highs On TSMC Spending Signal, Wall Street Optimism

Multiple brokerages, including RBC Capital and Barclays, raised the stock’s price target and kept a bullish rating, citing increased spending on semiconductor manufacturing equipment.

<ul class="summary-bullets"><li>The solution helps manufacturers optimize palletizing performance and accelerate automation deployment in their operations.</li><li>Teradyne earlier said it is opening a new U.S. operations hub in Wixom, Michigan in 2026 as part of its plans to meet surging demand for robotics in the U.S.</li></ul><p>Teradyne Robotics shares rallied to all-time high on Tuesday after it unveiled its robotic palletizing solution at CES 2026 in collaboration with Siemens.&nbsp;</p><p>The solution combines Robotiq’s PAL Ready palletizing cell with Teradyne Robotics’ unit Universal Robots’ UR20 robot arm, which is integrated into Siemens’ automation hardware and uses its new digital twin composer software, the company said in a statement. &nbsp;</p><p>It helps manufacturers optimize palletizing performance and accelerate automation deployment in their operations.&nbsp;</p><p>“Our work with Robotiq and Universal Robots exemplifies what can happen when you mix together advanced automation and real-time digital twins with the power of industrial AI,”said Stuart McCutcheon, global vice president of sales and customer success, Siemens.</p><h2 class="st-heading-2">U.S. Expansion</h2><p>Teradyne in December announced that it is expanding its operations in the United States. It said it will open a new U.S. operations hub in Wixom, Michigan in 2026 as part of its plans to meet surging demand for robotics in the U.S.&nbsp;</p><p>The new U.S. Operations Hub will support the re-industrialization of America with advanced robotics. The company is seeking to support the evolving needs of American industry, including productivity, reshoring, upskilling, and increased automation to address workforce challenges and enhance global competitiveness.</p><p>“This new U.S. Operations Hub is a pivotal step to support the growth of advanced robotics in America and demonstrates our commitment to customers in the United States,” said Jean-Pierre Hathout, President of the Teradyne Robotics Group.</p><p>Teradyne already has a large robotics customer base in North America and a regional robotics office in Novi, Michigan. The company is based in North Reading, Massachusetts with its robotics Research and Development based in Denmark.</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>Retail sentiment around TER trended in ‘neutral’ territory amid ‘high’ message volume.&nbsp;</p><p>Shares in Teradyne have surged nearly 69% in the past one year.&nbsp;<br>&nbsp;</p>

A boxing robot makes appearance at the opening ceremony of the 7th Beijing Academy of Artificial Intelligence (BAAI) Conference on June 6, 2025 in Beijing, China. 

Teradyne Shares Soars To All-Time High — What’s Driving The Rally?

Teradyne on Tuesday unveiled its robotic palletizing solution at CES 2026 in collaboration with Siemens.

Is Invesco S&P 500 Equal Weight Technology ETF (RSPT) a Strong ETF Right Now?

<ul class="summary-bullets"><li>B. Riley has maintained a “Buy” rating on the stock.</li><li>The firm told investors in a research note that Lam Research's "superior" memory exposure and Etch leadership offer outsized leverage to accelerating memory wafer fab equipment spend.&nbsp;</li><li>Mizuho has also raised its price target on the stock to $200 from $170.</li></ul><p>Shares of semiconductor equipment maker Lam Research (<a href="https://stocktwits.com/symbol/LRCX">LRCX</a>) rose more than 9% on Thursday after analysts at B.Riley raised their price target on the stock to $195 from $180 and kept a “Buy” rating.&nbsp;</p><p>According to TheFly, B. Riley told investors in a research note that Lam Research's "superior" memory exposure and Etch leadership offer outsized leverage to accelerating memory wafer fab equipment (WFE) spend.&nbsp;</p><p>Shares of Lam Research have more than doubled so far in 2025, driven by rising chip demand and the global adoption of AI.&nbsp;</p><p>Demand for equipment used to make computer chips is expected to rise in the coming years as chipmakers continue to expand capacity to meet increasing demand driven by the adoption of artificial intelligence. It is set to benefit companies like Lam Research, which have been spending heavily to expand the supply of its wafer fab equipment.&nbsp;</p><p>Industry group SEMI said in a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.semi.org/en/semi-press-release/global-semiconductor-equipment-sales-projected-to-reach-a-record-of-156-billion-dollars-in-2027-semi-reports">report</a> that growth in global sales of semiconductor manufacturing equipment by OEMs is projected to reach a record high of $133 billion in 2025, with projections of $145 billion in 2026 and $156 billion in 2027.</p><h2 class="st-heading-2"><br>Mizuho Take</h2><p>Mizuho analyst Vijay Rakesh, who has also raised the price target on the stock to $200 from $170, said that the firm sees upside to the 2026 wafer fab equipment estimate, and the improving WFE outlook is positive for Lam Research.&nbsp;</p><p>Lam Research has forecasted its second-quarter revenue above estimates, according to the data from Fiscal.ai. It expects second-quarter (Q2) revenue of $5.20 billion, plus or minus $300 million, with the higher end above analyst estimates of $5.23 billion.&nbsp;</p><h2 class="st-heading-2"><br>How Did Stocktwits Users React?</h2><p>On Stocktwits, the retail sentiment around LRCX remained ‘bullish’, and message volume remained ‘high’.&nbsp;<br>&nbsp;</p><figure class="image"><img style="aspect-ratio:798/100;" src="https://news.stocktwits-cdn.com/Capture_5_PNG_dc9038d327.webp" alt="the retail sentiment around LRCX remained ‘bullish’, and message volume remained ‘high’." width="798" height="100"></figure><p>LRCX stock has gained over 125% this year.</p>

In this photo illustration, a person holds a smartphone displaying the logo of Lam Research Corporation (NASDAQ: LRCX) on July 28, 2025, in Chongqing, China. (Photo illustration by Cheng Xin/Getty Images)

Lam Research Stock Saw A Price Target Hike From B. Riley – What’s The Driving Factor?

B. Riley raised its price target on Lam Research to $195 from $180.

Capturing AI Gains Without Overexposure: ETFs to Consider

As AI continues to power market momentum, a diversified approach is key. Here are some ETFs that can help investors benefit from the AI rally without overexposure.

<ul class="summary-bullets"><li>The company reported Q4 revenue of $9.7 billion, below analyst estimates, as server and hybrid cloud revenue took a dip.&nbsp;</li><li>Adjusted earnings per share for Q4, however, came in at $0.62, above the company’s outlook range of $0.56 - $0.60, and beat Wall Street expectations of $0.58.&nbsp;</li><li>For the first quarter of fiscal 2026, the company expects revenue to be in the range of $9 billion to $9.4 billion, below an analyst estimate of $9.9 billion.&nbsp;</li></ul><p>Shares of Hewlett Packard Enterprise Co (HPE) fell 8% after-hours on Thursday after the information technology company reported mixed fourth quarter (Q4) earnings and provided fiscal 2026 first quarter (Q1) revenue guidance that disappointed investors.</p><p>The stock closed 3% higher on Thursday.</p><h2 class="st-heading-2">Q4 Earnings</h2><p>The company <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.hpe.com/us/en/newsroom/press-release/2025/12/hpe-reports-fiscal-2025-fourth-quarter-results.html">reported</a> Q4 revenue of $9.7 billion, marking a growth of 14% year-on-year in dollars, but below an analyst estimate of $9.91 billion, according to data from Fiscal AI. This was primarily due to a 5% drop in the company’s server revenue to $4.5 billion, and a 12% drop in hybrid cloud revenue to $1.4 billion which was partially offset by a 150% jump in networking revenue to $2.8 billion.</p><p>Adjusted earnings per share, however, came in at $0.62, above the company’s outlook range of $0.56 - $0.60, and beat Wall Street expectations of $0.58.</p><h2 class="st-heading-2">Outlook</h2><p>For the first quarter of fiscal 2026, the company expects revenue to be in the range of $9 billion to $9.4 billion, below an analyst estimate of $9.9 billion. Adjusted earnings is expected to be in the range of $0.57 to $0.61, above an estimated $0.54.</p><p>The company also hiked its fiscal 2026 adjusted earnings outlook to a range of $2.25 to $2.45 per share and raised the midpoint of free cash flow guidance, now expected to be in the range of $1.7 billion to $2 billion. HPE also affirmed its revenue growth estimate of 17% to 22%.</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>On Stocktwits, retail sentiment around HPE jumped from ‘bullish’ to ‘extremely bullish’ territory over the past 24 hours, while message volume stayed at ‘high’ levels.</p><p>According to a Stocktwits user, the earnings are a reminder that AI server boom doesn’t imply straight line revenue growth. “Our model shows the market had started to price HPE as a clean AI-infrastructure winner; today’s print says it’s really a networking-centric, project-driven story with lumpy recognition and execution risk,” they said.</p><p><stembedurl>https://stocktwits.com/PickAlpha/message/638231936</stembedurl></p><p>Another user opined that the stock is due for a “big drop” on the earnings.</p><p><stembedurl>https://stocktwits.com/FractionalShareWhale/message/638223884</stembedurl></p><p><a href="https://stocktwits.com/symbol/HPE">HPE stock</a> has gained 7% this year and about 5% over the past 12 months.&nbsp;</p><p>Also See: <a href="https://stocktwits.com/news-articles/markets/equity/us-senators-seek-to-block-china-access-to-nvidia-h200-ai-chips-with-new-bill-report/cLIiO9yREjZ">US Senators Seek To Block China’s Access To Nvidia’s H200 AI Chips With New Bill: Report</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com</i></p>

 In this photo illustration, the logo of Hewlett Packard Enterprise Company (HPE) is displayed on a smartphone screen.

Hewlett Packard Enterprise Stock Tumbles After-Hours On Mixed Q4 Earnings, Weak Quarterly Revenue Forecast 

 The company, however, hiked its fiscal 2026 adjusted earnings outlook to a range of $2.25 to $2.45 per share and raised the midpoint of free cash flow guidance.

Beat EPS and revenue

Beat EPS, miss revenue

Miss EPS, beat revenue

Miss EPS and revenue

Ahead of earnings, sentiment is split between blowout AI growth and concerns around macro pressure, positioning, and post-ER volatility. How do you see it playing out?

RSPT
Invesco S&P 500 Equal Weight Technology ETF

Feed

News

Sentiment

Fundamentals

Info

Latest RSPT News

RSPTInvesco S&P 500 Equal Weight Technology ETF