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Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir Technologies is experiencing significant volatility driven by a combination of aggressive short-selling sentiment and a highly publicized endorsement from President Trump on social media. While community members are polarized between those viewing the price dip as a strategic buying opportunity and others concerned about the stock's high valuation and competitive pressure from emerging AI models, the conversation is dominated by intense debates regarding potential market manipulation and the long-term viability of the company's government-focused software moat.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow is facing a sharp sell-off driven by investor anxiety that AI-native competitors and agents could disrupt traditional SaaS workflows, leading to institutional downgrades and widespread sentiment shifts. Despite the heavy selling pressure and community debate over whether these concerns are overblown, market participants are split between those aggressively buying what they view as a generational discount and those bracing for further downside.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

Applied Optoelectronics is experiencing intense volatility and a sharp rally as investors react to a significant new 800G transceiver order from a major hyperscale customer. The community remains deeply divided, with bulls pointing to robust backlog demand and AI infrastructure growth, while bears emphasize valuation concerns, high short interest, and the stock's historical tendency for extreme price swings.

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 investors weigh a major long-term AI infrastructure deal with Meta against concerns regarding an upsized convertible note offering meant to fund the company's aggressive capital expansion. The community remains divided, with bulls highlighting the massive revenue backlog and hyperscaler validation, while bears express skepticism over sustained dilution and debt levels.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrike is trending as investors weigh its role as a critical cybersecurity pillar against broader sector volatility driven by AI-related competitive fears. While some market participants express concern over valuation multiples and potential disruption from new AI models, the community remains actively focused on the company's resilience, strategic partnerships, and its status as essential infrastructure in an increasingly dangerous threat landscape.

Fastly, Inc. provides real-time content delivery network services. It offers edge compute, edge delivery, edge security, edge applications like load balancing and image optimization, video on demand, and managed edge delivery. The company was founded by Artur Bergman, Tyler McMullen, Simon Wistow, and Gil Penchina in March 2011 and is headquartered in San Francisco, CA.

Fastly Inc - Ordinary Shares - Class A

Fastly Inc

Fastly is experiencing extreme volatility and intense community debate as traders split between those betting on an AI-driven growth turnaround and skeptics warning of a speculative pump-and-dump bubble. While some are focused on technical resistance levels and potential institutional distribution, others remain bullish on the long-term potential of the company's edge computing infrastructure.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

Aehr Test Systems is surging as investors pivot to the company's critical role in wafer-level testing for silicon photonics and AI data center infrastructure, fueling a significant squeeze despite mixed quarterly earnings. The community is sharply divided, with bulls pointing to the company's record bookings and strategic positioning in the AI supply chain, while bears are aggressively shorting the stock, citing unsustainable market valuations, concerns over dilution, and weak historical revenue growth.

Cloudflare, Inc. engages in the provision of cloud-based services to secure websites. It offers various products for performance and reliability, video streaming and delivery, advanced security, insights, Cloudflare for developers, domain registration, and Cloudflare marketplace. It operates through the United States and Rest of the World geographical segments. The company was founded by Matthew Prince, Michelle Zatlyn, and Lee Holloway in July 2009 and is headquartered in San Francisco, CA.

Cloudflare Inc - Ordinary Shares - Class A

Cloudflare Inc

Cloudflare is trending as investors digest a strong earnings report and the company's strategic positioning as the essential infrastructure layer for AI-driven 'agentic' internet traffic. Community sentiment remains polarized, with many bulls championing the company's infrastructure moat against AI threats, while skeptics continue to debate whether the stock's valuation is justified amidst broader software sector volatility.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

Investors are navigating extreme volatility in SOXL, driven by intense semiconductor sector sensitivity to escalating geopolitical tensions in the Middle East and concerns over shifting AI chip demand. The community is actively debating whether current price levels represent a bottom-buying opportunity or a precarious bull trap, with many traders closely monitoring oil prices and policy headlines for signs of a sustained market recovery.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvell Technology is trending as investors digest a strategic $2 billion investment from NVIDIA, which bolsters the company's role in supplying critical AI infrastructure and custom silicon solutions. The community is actively debating the stock's long-term potential in data center optics and photonics, with many traders closely watching technical resistance levels around $100 for confirmation of a breakout.

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<ul class="summary-bullets"><li>The move follows January’s reduction of 1,500 Reality Labs employees, roughly 10% of that unit.</li><li>Despite the workforce adjustments, Meta continues recruiting specialized AI talent to strengthen its research and development efforts.&nbsp;</li><li>Meta is pivoting away from virtual reality and metaverse projects to concentrate on Meta Superintelligence Labs.&nbsp;</li></ul>Meta Platforms Inc. (META) is reportedly&nbsp;trimming several hundred of its workforce as part of a company-wide initiative to reorganize for the artificial intelligence era.According to The Information’s&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/meta-platforms-lay-hundreds?rc=prcjzy">report</a>, the reduction will primarily affect staff within Reality Labs, the division responsible for Meta’s hardware and wearable products, as well as selected employees in social media, recruiting, and a smaller number in sales.<h2 class="st-heading-2">Restructuring History And Workforce Impact</h2>This latest round of layoffs follows cuts earlier in January, when 1,500&nbsp;employees in Reality Labs were let go, representing roughly 10% of that unit. Despite these reductions, Meta’s workforce adjustments remain targeted, and the company continues hiring specialized AI talent.“Teams across Meta regularly restructure or implement changes to ensure they’re in the best position to achieve their goals,” said a Meta spokesperson.&nbsp;<a href="https://stocktwits.com/symbol/META">Meta Platforms’ stock</a> inched 0.8% higher on Wednesday morning.&nbsp;On Stocktwits, retail sentiment around the stock remained in ‘neutral’ territory while message volume shifted to ‘high’ from ‘normal’ levels in 24 hours.&nbsp;<h2 class="st-heading-2">AI Investment Driving Change</h2>The layoffs coincide with Meta’s aggressive investment plans in artificial intelligence infrastructure. The company has projected capital expenditures between $115 billion and $135 billion in 2026, a sharp increase from&nbsp;from $72.22 billion in 2025, largely directed toward data centers and advanced computing systems.Meta is looking to catch up with competitors like OpenAI, Anthropic, and Google. The company recently executed a licensing deal with startup Dreamer, bringing its staff, including co-founder Hugo Barra, into Meta Superintelligence Labs.The company is pivoting from its virtual reality and metaverse initiatives to intensify AI development, focusing its efforts on Meta Superintelligence Labs.META stock has declined by over 9% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/iran-lays-out-demands-to-end-conflict-wants-international-acknowledgement-of-its-authority-over-strait-of-hormuz/cZ3YsX0RISY">Iran Lays Out Demands To End Conflict – Wants International Acknowledgement Of Its Authority Over Strait Of Hormuz</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, Meta logo is displayed on a mobile phone in front of a Reality Labs logo.

Meta To Slash Several Hundred Of Its Workforce Across Reality Labs As Focus Turns To AI Expansion: Report

Most of the layoffs will affect employees in Reality Labs, Meta’s division handling hardware and wearable devices.

Equity

Most of the layoffs will affect employees in Reality Labs, Meta’s division handling hardware and wearable devices.


<ul class="summary-bullets"><li>Pinterest said Elliott’s capital infusion will fund an accelerated share repurchase agreement (ASR) valued at $1 billion.</li><li>The company also launched a fresh $3.5 billion share buy-back authorization approved by its board.</li><li>Pinterest expects roughly $2 billion in total buybacks during the first half of 2026.</li></ul>Pinterest, Inc. (PINS) on Tuesday announced a major capital return plan after securing a $1 billion investment from affiliates of Elliott Investment Management, L.P., showing focus on boosting shareholder value through large-scale stock buybacks.Elliott will acquire $1 billion in convertible senior notes issued by Pinterest.<h2 class="st-heading-2">Investment And Immediate Buyback</h2>The social media platform said Elliott’s capital infusion will fund an accelerated share repurchase agreement (ASR) valued at $1 billion, part of a broader strategy to reduce outstanding shares. The company also introduced a fresh $3.5 billion authorization approved by its board, replacing its previous program.&nbsp;In addition to ASR, Pinterest intends to repurchase up to $500 million of stock through open-market purchases. Combined with $473 million already repurchased earlier this year under a prior authorization, the company expects roughly $2 billion in total buybacks during the first half of 2026.<a href="https://stocktwits.com/symbol/PINS">Pinterest stock</a> traded over 8% higher in Tuesday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘extremely low’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_03_075634_png_8e5aa51e58.webp" alt="PINS’s Sentiment Meter and Message Volume as of 07:45 a.m. ET on Mar. 3, 2026 | Source: Stocktwits" width="931" height="107"><figcaption>PINS’s Sentiment Meter and Message Volume as of 07:45 a.m. ET on Mar. 3, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Elliott’s Investment Highlights&nbsp;&nbsp;</h2>The securities purchased carry a 1.75% annual interest rate and mature in March 2031 unless converted, redeemed, or repurchased earlier. The initial conversion price is set near $22.72 per share, representing a 30% premium to the stock’s closing price on March 2.&nbsp;Pinterest plans to fund the accelerated repurchase on March 5, receiving an initial tranche equal to about 80% of the anticipated shares under the agreement. After this transaction, about $2.5 billion will remain available under the new authorization, which has no expiration date and can be paused or ended at management’s discretion.PINS stock has declined by more than 50% over the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/target-q4-earnings-meet-street-expectations-retailer-points-to-momentum-in-select-categories/cZdeXx6RIP3">Target Q4 Earnings Meet Street Expectations – Retailer Points To Momentum In Select Categories</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Why Did PINS Stock Gain 8% Pre-Market Today? 

Affiliates of Elliott Investment Management are set to invest $1 billion in the company. 

<ul class="summary-bullets"><li>Apart from its core Snapchat+ subscription, the company has also launched paid versions of Lens+, Snapchat Platinum, and Memories Storage Plans.&nbsp;</li><li>On Tuesday, Snap introduced Creator Subscriptions, a feature that would allow creators on its platform to monetize their loyal fan base.</li><li>The social media company said that alpha testing for the feature would launch on Feb. 23 among a selected group of U.S.-based Snap Creators.</li></ul>Shares of Snap Inc. (SNAP) edged up more than 4% on Tuesday, after the company reported that its direct-revenue business and the number of subscribers, or ‘Snapchatters,’ hit a milestone.The social media company said that its direct revenue segment had exceeded a $1 billion annualized revenue run rate, and its global subscription community has crossed 25 million members.Apart from its core Snapchat+ subscription, the company has also launched paid versions of Lens+, Snapchat Platinum, and Memories Storage Plans as it tries to diversify revenue streams beyond advertising.<h2 class="st-heading-2">Creator Subscriptions</h2>Earlier on Tuesday, Snap introduced Creator Subscriptions, a feature that would allow creators on its platform to monetize their loyal fan base.The social media company said that alpha testing for the feature would launch on Feb. 23 among a selected group of U.S.-based Snap Creators. This would then be rolled out across Canada, the U.K., and France in the weeks ahead, the company said.<h2 class="st-heading-2">Earnings Snapshot</h2>Earlier this month, Snap reported fourth-quarter (Q4) 2025 <a href="https://stocktwits.com/news-articles/markets/equity/snap-stock-rallies-after-hours-as-q4-revenue-growth-impresses-investors/cZbjXoAR4NW">results</a>, with quarterly revenue beating Wall Street estimates. The company’s Q4 revenue rose 10% to $1.72 billion, above analysts’ estimates of $1.70 billion.The social media company said that revenue from its In-App Optimizations grew 89% year-over-year, fueled by advances in foundational app models, broader adoption of the App Power Pack, and new immersive formats such as Playables. Its global monthly active users (MAU) grew to 946 million in the quarter, an increase of 51 million or 6% year-over-year.For the upcoming quarter, Snap projected revenue of $1.5 billion to $1.53 billion, slightly below analyst expectations of $1.55 billion. The company also projected adjusted core profit between $170 million and $190 million in Q1.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/SNAP">SNAP shares</a> remained in the ‘bullish’ territory over the past 24 hours amid ‘normal’ message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_19_at_12_02_24_AM_png_2b3b15b25e.webp" alt="Screenshot 2026-02-19 at 12.02.24 AM.png" width="1289" height="156"></figure>&nbsp;SNAP stock has declined more than 55% 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/wedbush-dan-ives-spotlight-software-cybersecurity-infrastructure-as-pillars-of-future-ai-revolution/cZR0UlxR4vn">Dan Ives Says ‘Future AI Tech Winners Are Being Built’ As Software-Led Spending Wave Looms</a>&nbsp;

In this photo illustration, the logo of Snap Inc. is displayed on a smartphone screen.

What’s Sending SNAP Shares Up Today?

The social media company said that its direct revenue segment had exceeded a $1 billion annualized revenue run rate, and its global subscription community has crossed 25 million members.

<ul class="summary-bullets"><li>AG Paxton alleged that Snap recommends or exposes users, including teenagers, to explicit and mature content, including profanity, sexual content or nudity, alcohol, tobacco, and drug use or references.</li><li>The lawsuit cites multiple other features of the app that allegedly drive compulsive use among minors, harming their mental and physical health.</li><li>AG Paxton has previously sued other big tech and social media companies, including Char​ac​ter​.AI, Red­dit, Insta­gram, Dis­cord, TikTok, and Roblox.</li></ul>Snapchat's parent company Snap Inc. (SNAP) is facing another lawsuit, this time from Texas Attorney General Ken Paxton, over failing to warn parents and consumers sufficiently about the inappropriate material on its app, as well as its addictive design.In a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.texasattorneygeneral.gov/sites/default/files/files/press/Petition-4.pdf">lawsuit</a> filed on Wednesday morning with the District Court of Collin County, Texas, AG Paxton alleged that the social media company knowingly misrepresented Snapchat’s safety to parents and consumers, and promoted it as safe for use by children with '12+' age ratings on app stores.“I will not allow Snapchat to harm our kids by running a business designed to get Texas children addicted to a platform filled with obscene and destructive content,” said Attorney General Paxton.Shares of SNAP were down almost 4% at the time of writing.<h2 class="st-heading-2">What Are The Allegations?</h2>AG Paxton alleged in the lawsuit that Snap recommends or exposes users, including teenagers, to explicit and mature content, including profanity, sexual content or nudity, alcohol, tobacco, and drug use or references.The lawsuit cites multiple other features of the app, including features such as ephemeral content, infinite scroll, push notifications, autoplay, “Snapscores,” and “Snapstreaks” that allegedly drive compulsive use among minors, harming their mental and physical health.AG Paxton is seeking civil penalties and a permanent injunction under Texas consumer protection laws to halt what he stated were “false, misleading, and deceptive representations.”“Parents have a fundamental right to know the dangers of the apps their kids are using and not be lied to by Big Tech companies. This lawsuit will hold Snapchat accountable for illegally undermining parental rights, deceiving consumers, and for putting children in danger,” the Texas Attorney General said.AG Paxton has previously sued other big tech and social media companies, including Char​ac​ter​.AI, Red­dit, Insta­gram, Dis­cord, TikTok, and Roblox.Meanwhile, Snap reached an undisclosed settlement last month in a social media addiction civil lawsuit brought by a 19-year-old plaintiff who alleged the platform’s algorithmic design harmed her mental health. The settlement was reported just days before the case was set to go to trial in Los Angeles, California.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/SNAP">SNAP shares</a> remained in the ‘extremely bullish’ territory over the past 24 hours amid ‘extremely high’ message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_12_at_12_31_18_AM_png_72f2a5291c.webp" alt="On Stocktwits, retail sentiment around SNAP shares remained in the ‘extremely bullish’ territory over the past 24 hours amid ‘extremely high’ message volumes." width="1274" height="156"></figure>&nbsp;Shares of SNAP have declined more than 53% 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/duol-stock-tumbles-on-t-mobile-ai-translation-feature/cZb6NV1R4A9">DUOL Stock Tumbles On T-Mobile's AI Translation Feature — Retail Calls Selloff ‘Stupid’</a>&nbsp;

Snapchat Sued By Texas Attor­ney Gen­er­al Over Addictive Features, Child Safety

In a lawsuit filed on Wednesday morning with the District Court of Collin County, Texas, AG Paxton alleged that the social media company knowingly misrepresented Snapchat’s safety to parents and consumers.

Baidu Unveils First Dividend and $5 Billion Buyback Plan: ETFs in Focus 

Baidu unveils its first-ever dividend and a $5 billion buyback plan, signaling a shift toward shareholder returns. ETFs tied to BIDU come into focus.

<ul class="summary-bullets"><li>In its earnings report, Alphabet said&nbsp;it expects to spend between $175 billion and $185 billion in 2026.</li><li>Meta’s capital spending guidance is $115 billion to $135 billion.&nbsp;</li><li>CEO Mark Zuckerberg said the company expects AI to profoundly change how it operates and serves users.</li></ul>Meta Platforms Inc. (META) stock is in the spotlight on Thursday with Big Tech’s spending plans for 2026 coming into focus. On Wednesday, Google Parent Alphabet Inc. (GOOG, GOOGL) flagged a higher capital expenditure to build out artificial intelligence infrastructure&nbsp;– sharpening scrutiny of Meta’s capital plans.In its earnings report, Alphabet said&nbsp;it expects to spend between $175 billion and $185 billion in 2026, a figure far higher than the $119.5 billion estimate and almost twice as much as it invested the year before.This compares with Meta’s guidance of $115 billion to $135 billion.&nbsp;<h2 class="st-heading-2">What Are Stocktwits Users Saying</h2><a href="https://stocktwits.com/symbol/META">Meta stock</a> inched 0.1% lower in Thursday’s premarket. The stock saw a 42% increase in retail messages over 24 hours and a 141% surge over the past 30 days.&nbsp;Retail sentiment around the stock turned to ‘bearish’ from ‘bullish’ territory the previous day. Message volume shifted to ‘low’ from ‘extremely high’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_05_070214_png_e83964788c.webp" alt="META’s Sentiment Meter and Message Volume as of 07:00 a.m. ET on Feb. 5, 2026 | Source: Stocktwits" width="930" height="107"><figcaption>META’s Sentiment Meter and Message Volume as of 07:00 a.m. ET on Feb. 5, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Meta’s Pivot To AI As Core Growth Engine</h2>The parent company of Facebook, Instagram, and Threads is positioning artificial intelligence at the core of its business strategy after reporting stronger‑than‑expected fourth-quarter (Q4) results and outlining ambitious plans for 2026.CEO Mark Zuckerberg said the company expects AI to profoundly change how it operates and serves users through improved products, machine learning‑driven personalization, and greater internal efficiency.During a post‑earnings call, Zuckerberg described a “major AI acceleration” and said he sees 2026 as a pivotal period for investment and innovation. The sharply higher capex outlook from both companies reflects their intent to build long‑term technical capabilities and stay competitive with other major players in the AI arms race.&nbsp;META stock has declined by 5% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/google-parent-alphabet-earnings-beat-fuels-analyst-price-target-hikes-but-capex-jitters-linger/cZbZdsDR4VB">Google Parent Alphabet Earnings Beat Fuels Analyst Price Target Hikes – But Capex Jitters Linger</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Meta logo displays on the screen of a smartphone placed on a surface reflecting the circular Meta AI logo.

Meta Stock Sees Retail Caution Amid Big Tech’s AI Investment Surge

Meta is positioning artificial intelligence at the core of its business strategy following stronger-than-expected fourth-quarter results and outlining ambitious plans for 2026.

Big Tech’s AI Bill Is Ballooning – And Meta Investors Are Getting Cautious 

Meta is positioning artificial intelligence at the core of its business strategy following stronger-than-expected fourth-quarter results and outlining ambitious plans for 2026.


<ul class="summary-bullets"><li>Rothschild raised Meta’s price target to $900 from $740.</li><li>Analyst James Cordwell suggested Meta’s shares might briefly trade down to the mid-$500s following its fourth-quarter (Q4) results.</li><li>The company is scheduled to report its Q4 earnings on Wednesday.&nbsp;</li></ul>Meta Platforms, Inc. (META) received a bullish rating from Rothschild &amp; Co Redburn, which upgraded the tech giant’s stock to ‘Buy’ from ‘Neutral’ and considerably increased the price target to $900 from $740.The new price target implies a potential 36% upside to the stock’s price as of Friday’s closing.&nbsp;<h2 class="st-heading-2">Strategic Valuation View</h2>Analyst James Cordwell’s revised outlook stems from a belief that the current stock price does not fully reflect the company’s long-term earnings potential. While noting that higher near-term costs could depress 2026 earnings estimates, he stated that this creates an opportunity for patient investors.<a href="https://stocktwits.com/symbol/META">Meta Platforms’ stock</a> inched 0.5% higher in Monday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory amid ‘high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_26_072004_png_dddc6bef3d.webp" alt="META’s Sentiment Meter and Message Volume as of 07:00 a.m. ET on Jan. 26, 2026 | Source: Stocktwits" width="929" height="101"><figcaption>META’s Sentiment Meter and Message Volume as of 07:00 a.m. ET on Jan. 26, 2026 | Source: Stocktwits</figcaption></figure>In his note, the analyst suggested that Meta’s shares might briefly trade down to the mid-$500s following its fourth-quarter (Q4) results if expenses remain elevated. However, Cordwell highlighted a “disconnect” between the company’s market price and underlying business value, implying more upside than downside from current levels.&nbsp;<h2 class="st-heading-2">Time To Add Position&nbsp;</h2>The upgrade comes ahead of Meta’s fiscal 2026 guidance, which Cordwell anticipates will integrate cost assumptions with limited immediate AI-driven earnings boosts. He stated that this window may be an ideal moment to begin or add to positions.&nbsp;The company is scheduled to report its Q4 earnings on Wednesday. Analysts expect a Q4 revenue of $58.410 billion and earnings per share (EPS) of $8.19, according to Fiscal AI data.&nbsp;Meta has been increasing capital spending to build data centers, which are&nbsp;critical to staying competitive in the artificial intelligence race. CEO Mark Zuckerberg has committed to investing at least $600 billion in the U.S. toward building data centers.META stock has declined 0.2% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ionq--said-to-buy-sky-water-for-1-8-billion/cmy7V0TR4WD">IonQ Said To Buy SkyWater For $1.8 Billion In Push Toward Domestic Quantum Hardware</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A computer screen displays Meta logo and a mobile phone screen displays Meta CEO Mark Zuckerberg in the foreground. (Photo by Arda Kucukkaya/Anadolu via Getty Images)

META Stock Gets ‘Buy’ Upgrade: Rothschild Redburn Lifts Price Target To $900 Ahead Of Earnings

Analyst James Cordwell’s revised outlook stems from a belief that the current stock price does not fully reflect the company’s long-term earnings potential.

<ul class="summary-bullets"><li>Currently, Baidu trades on the Nasdaq and also maintains a secondary listing on the Hong Kong Stock Exchange.&nbsp;</li><li>The contemplated upgrade could allow broader participation from mainland Chinese capital.</li><li>On January 2,&nbsp;Baidu said that its AI chip unit, Kunlunxin, submitted an application to the Hong Kong Stock Exchange for a possible spin-off.</li></ul>Baidu Inc. (BIDU) is reportedly evaluating a move that could significantly reshape how global and mainland investors access its shares as the Chinese technology and AI powerhouse is in early discussions about shifting its Hong Kong listing to “primary” status.According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-01-14/baidu-is-said-to-explore-upgrading-hk-listing-to-primary-status?srnd=homepage-americas">report</a>, the change is expected to broaden its investor base and potentially shield the firm from geopolitical risks tied to U.S.-China tensions.<h2 class="st-heading-2">Context Of The Review</h2>Currently, Baidu trades on the Nasdaq and also maintains a secondary listing on the Hong Kong Stock Exchange.&nbsp;According to the report, this structure makes its shares more accessible in Asia but leaves mainland Chinese investors unable to trade them through cross-border channels like Stock Connect, which links exchanges in Hong Kong and the Chinese mainland.&nbsp;The contemplated upgrade could change that dynamic, allowing broader participation from mainland Chinese capital.&nbsp;<a href="https://stocktwits.com/symbol/BIDU">Baidu stock</a> traded over 2% higher in Wednesday’s premarket.&nbsp;On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory while message volume shifted to ‘normal’ from ‘high’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_14_051618_png_acd8e3bd03.webp" alt="BIDU’s Sentiment Meter and Message Volume as of 05:15 a.m. ET on Jan. 14, 2026 | Source: Stocktwits" width="933" height="102"><figcaption>BIDU’s Sentiment Meter and Message Volume as of 05:15 a.m. ET on Jan. 14, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Geopolitical And Market Drivers</h2>A primary listing would help Baidu mitigate the threat of tightening U.S. regulatory pressures, especially since Chinese tech firms have faced heightened scrutiny and potential delisting risks on U.S. exchanges.According to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/04/23/cnbc-the-china-connection-newsletter-chinese-stocks-risk-us-delisting.html">report</a>, in 2025, President Donald Trump’s “America First Investment Policy” memorandum raised renewed concerns about whether Chinese companies could be delisted from U.S. stock exchanges.<h2 class="st-heading-2">Baidu’s Strategic Growth And AI Focus</h2>The latest move comes after&nbsp;Baidu said that its AI chip unit, Kunlunxin, submitted an application to the Hong Kong Stock Exchange on January 1, setting the stage for a possible spin-off and separate debut.Baidu’s consideration attains importance as China aims to close the AI dominance gap. According to a Financial Times report, Microsoft President Brad Smith said U.S. artificial intelligence companies are losing ground to Chinese competitors in attracting users outside Western countries.&nbsp;BIDU stock has gained over 87% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/visa-teams-up-with-bvnk-to-enable-stablecoin-payments-amid-washington-s-push-for-clarity/cmUL7c0R4eP">Visa Teams Up With BVNK To Enable Stablecoin Payments Amid Washington’s Push For Clarity</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Baidu Reportedly Weighs Hong Kong Primary Listing Amid Rising US-China Market Tensions

According to a Bloomberg report, the change is expected to broaden Baidu’s investor base and potentially shield the firm from geopolitical risks tied to U.S.-China tensions.

<ul class="summary-bullets"><li>Powell McCormick, who previously served on Meta’s Board of Directors, will now play a central role in shaping the company’s strategic direction.</li><li>She will also focus on building strategic capital partnerships and exploring ways to expand Meta’s long-term investment capacity.</li><li>In a Truth Social post, President Donald Trump congratulated Dina Powell McCormick on her appointment.</li></ul>Meta Platforms Inc. (META) announced on Monday that Dina Powell McCormick will join the company as President and Vice Chairman, marking a major addition to its executive leadership team.&nbsp;Powell McCormick, who previously served on Meta’s Board of Directors, will now play a central role in shaping the company’s strategic direction and overseeing key operational initiatives.<h2 class="st-heading-2">Strategic Leadership Role</h2>In her new position, Powell McCormick will work closely with Meta’s compute and infrastructure teams to ensure that the company’s multi-billion-dollar investments in data centers, energy systems, and global connectivity meet the goals.She will also focus on building strategic capital partnerships and exploring ways to expand Meta’s long-term investment capacity.Powell McCormick had served as Deputy National Security Advisor&nbsp;from 2017 to 2018,&nbsp;under President Donald Trump’s&nbsp;first term. She also served&nbsp;as a Senior White House Advisor and Assistant Secretary of State under Secretary of State Condoleezza Rice during President George W. Bush's administration.&nbsp;<a href="https://stocktwits.com/symbol/META">Meta stock</a> inched over 0.4% lower in Monday’s premarket.&nbsp;On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘high’ message volume levels.&nbsp;<h2 class="st-heading-2">Experience In Finance&nbsp;</h2>Powell McCormick has over 25 years of experience in global finance, national security, and economic development. She spent 16 years at Goldman Sachs in senior leadership roles, including a seat on the firm’s Management Committee, as well as heading the Global Sovereign Investment Banking division.&nbsp;According to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/01/12/meta-dina-powell-mccormick-trump.html?__source=androidappshare">report,</a> Meta has been expanding its leadership team with former Trump administration officials, including the recent appointment of Curtis Joseph Mahoney as Chief Legal Officer.&nbsp;In a Truth Social&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://truthsocial.com/@realDonaldTrump">post</a>, President Trump congratulated Powell McCormick on her appointment as Meta’s new president, praising her talent and service in his administration.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_12_094442_png_e4145fee54.webp" alt="Screenshot 2026-01-12 094442.png" width="578" height="221"></figure>META stock has gained over 6% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-bdsx-stock-surging-premarket-today/cmUaR2sR4E9">BDSX Stock Shot Up 23% Pre-Market Today — What’s Fueling The Surge?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Meta logo is displayed during the Viva Technology show at Parc des Expositions Porte de Versailles on May 22, 2024 in Paris, France. (Photo by Chesnot/Getty Images)

Meta Names Dina Powell As President And Vice Chairman In Executive Shake-Up

Powell McCormick had served as Deputy National Security Advisor under President Donald J. Trump.

Who Is Dina Powell McCormick  – And Why Meta Just Gave Her A Top Job

Powell McCormick had served as Deputy National Security Advisor under President Donald J. Trump.


<ul class="summary-bullets"><li>TMTG stock is down more than 68% this year.</li><li>The Truth Social platform, launched in April 2022, has struggled to grow its user base.</li><li>The company has since then diversified into cryptocurrencies, streaming and prediction markets.&nbsp;</li></ul>Shares of Donald Trump-owned Trump Media &amp; Technology Group Corp. (DJT) trended on Stocktwits, but retail mood toward the Truth Social parent remained downbeat.&nbsp;<a href="https://stocktwits.com/symbol/DJT">TMTG stock</a> is down more than 68% this year, even as the&nbsp;<a href="https://stocktwits.com/symbol/SOCL">Global X Social Media ETF (SOCL)</a> has gained 27%.<h2 class="st-heading-2">Losing Streak Continues</h2>TMTG stock has been on a six-session losing streak amid the recent artificial intelligence-led market pullback and has dropped to an all-time low. The stock has traded between $10.32 and $43.46 over the past year.&nbsp; Since its March 2024 Special Purpose Acquisition Company (SPAC) listing, TMTG has lost more than 80% of its value.&nbsp;The Sarasota, Florida-based company’s social media business continues to flounder amid competition from legacy social media companies. The Truth Social platform, launched in April 2022, has struggled to grow its user base despite its owner, Donald Trump, being reelected and actively using the platform. The company has since then diversified into cryptocurrencies, streaming and prediction markets.&nbsp;<h2 class="st-heading-2">What Retail Traders Feel&nbsp;</h2>Retail sentiment toward TMTG stock among users of the Stocktwits platform remained ‘extremely bearish’ as of early Wednesday, but the message volume perked up to ‘extremely high levels.Discussions on the stream centered on the president, as most users had a field day discussing the Epstein files and the Saudi Arabian investments announced on Tuesday, which some called improbable given the size of the pledged funds, nearly equal to the country’s GDP.&nbsp;The House and the Senate have passed the Epstein Files Transparency Act and the president has said he will sign it into law. Following the enactment, the Department of Justice (DOJ) will have 30 days to release all files publicly.&nbsp;Trump was also criticized for claims that the prices of consumables are falling ahead of the key holiday season.<stembedurl>https://stocktwits.com/shirtburglar/message/636691202</stembedurl><stembedurl>https://stocktwits.com/alvanewman/message/636687870</stembedurl>On the corporate side, a slew of company insiders, including CEO Devin Nunes, Chief Technology Officer Vladimir Novachki, CFO Phillip Juhan, General Counsel Scott Glabe and Director Eric Swider, have all filed for the proposed sale of securities of the company since mid-November.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-stock-in-correction-zone-but-wall-street-predicts-breakout-q3/cLP8xXyREJg">Nvidia Stock Dips Into Correction Zone, But Wall Street Predicts 'Breakout' Q3 — Can Jensen Huang Crush The ‘AI Bubble’ Talk?</a>

In this photo illustration, the TMTG (Trump Media & Technology Group) logo is seen displayed on a smartphone screen.

DJT Stock Plunges To Record Low Amid Market Sell-Off — Retail Shreds Trump Over Epstein Files, Benign Prices Claim

Retail traders appear to have taken a downbeat stance on Trump’s media company amid its fundamental troubles and in general disgruntlement over geopolitics following his reelection. 

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