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Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

Webull is seeing intense community speculation ahead of its upcoming earnings report, with traders debating whether a recent surge in bullish call buying reflects a potential breakout or an orchestrated trap. Investors are heavily focused on the company's growth catalysts, including the removal of day-trading restrictions and a substantial share buyback program, while contending with stagnant price action near key support levels.

Micware Co. Ltd. engages in software development services and innovative IT solutions mainly focused on the automotive and mobility sectors. It operates through the following segments: Software Defined Vehicles (SDV), Location-Based Services (LBS), and Others. The SDV segment relates to the development and sale of software systems designed for SDV, including IVI system software and other mobility-enhancing software products, conducted by its Japanese subsidiaries. The LBS segment covers the development and licensing of in-vehicle navigation software systems, and other geographic data-based services for business-to-business customers, mainly serving end users. The Other segment comprises software development services conducted by overseas subsidiaries designed for SDV, and business-to-consumer mobile app services unrelated to in-vehicle navigation. The company was founded by Kenji Narishima in March 2003 and is headquartered in Kobe, Japan.

Micware Co. Ltd. - ADR

Micware Co. Ltd. (MWC) is experiencing extreme volatility and intense community speculation following a major surge triggered by its recent IPO, with investors heavily debating whether the stock is a high-growth opportunity backed by strategic partnerships with major automakers or a classic pump-and-dump scheme. The community is actively tracking technical support levels, analyzing massive volume spikes, and bracing for continued short-squeeze potential while closely monitoring the stock's wide price swings.

Applied Digital Corporation

Applied Digital is experiencing a significant surge in investor interest following the announcement of a massive new multi-billion dollar, 15-year lease agreement with a major hyperscaler for its fourth data center campus. The community is actively discussing the stock's strong execution in the AI infrastructure sector, highlighting a significant backlog of contracted revenue and the potential for a mechanical short squeeze as market sentiment shifts heavily toward a bullish outlook.

NIO, Inc. operates as a holding company, which engages in the design, development, manufacture, and sale of smart electric vehicles. It offers its products under the brands NIO, ONVO, and FIREFLY. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Shanghai, China.

NIO Inc - ADR

NIO Inc

NIO is facing intense volatility as investors weigh a strong Q1 earnings beat and bullish Q2 delivery guidance against broader market concerns and persistent allegations of share price manipulation. While the community is debating whether the stocks current valuation represents a deep-value buying opportunity following consistent quarterly profitability, many retail investors remain frustrated by the stock's stagnant price action relative to its improving fundamentals.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Arm Holdings is currently trending as investors debate the sustainability of its rapid valuation growth amidst a broader semiconductor sector pullback and concerns over insider selling. While community sentiment is split between bullish long-term outlooks on its role in AI infrastructure and skepticism regarding its high price-to-earnings ratio, the stock remains a central focus for traders monitoring institutional flows and technical breakouts.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM is trending following the announcement of a 1 billion dollar government grant to establish a domestic quantum chip foundry, sparking intense discussion among investors regarding the company's long-term leadership in quantum computing. The market sentiment is divided, with some community members viewing the funding as a major validation of IBM's strategic pivot to AI and quantum infrastructure, while others remain skeptical about the stock's recent performance and are debating potential entry points for a long-term hold.

D-Wave Quantum, Inc. engages in the development and delivery of quantum computing systems, software, and services. It provides customers with access to the company’s quantum computing systems via the cloud in the form of quantum computing as a service. It offers professional services such as customer assistance in identifying and implementing quantum-computing applications. The company was founded on January 25, 2022 and is headquartered in Palo Alto, CA.

D-Wave Quantum Inc

D-Wave Quantum is trending following a proposed $100 million equity-backed investment from the U.S. government, sparking intense debate between bulls citing national strategic importance and bears pointing to fundamental concerns regarding low revenue and share dilution. The community remains deeply divided, with active discussion focusing on whether this government endorsement signals a long-term sector mandate or merely a volatile momentum play for speculative traders.

Intuit, Inc. engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed, Consumer, Credit Karma, and ProTax. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment serves consumers with a personal finance platform that provides personalized recommendations of credit cards, home, auto and personal loans, and insurance products, and online savings and checking accounts. The ProTax segment refers to the professional accountants in the U.S. and Canada, who are essential to both small business success and tax preparation and filing. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.

Intuit Inc

Intuit is facing intense selling pressure despite reporting a double beat on earnings and raising full-year guidance, as investors react negatively to a 17% workforce reduction and concerns over competitive pricing for DIY tax filers. The community is actively debating whether this is a massive institutional transfer of ownership and an oversold buying opportunity, or if the stock is suffering from a fundamental re-rating driven by long-term fears regarding AI disruption in the software sector.

Groupon, Inc. engages in the global scaled two-sided marketplace that connects consumers to merchants. It operates through the North America and International geographical segments. The company was founded by Andrew D. Mason, Eric Paul Lefkofsky, and Bradley A. Keywell in October 2008 and is headquartered in Chicago, IL.

Groupon Inc

Groupon is experiencing a surge in community interest driven by a combination of high short interest and a shrinking float fueled by active share repurchases. Investors are actively discussing the potential for a massive short squeeze, comparing the setup to previous market volatility events while emphasizing the company's improving fundamentals.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following business segments: Walmart U.S., Walmart International, and Sam's Club. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmart is currently in focus as investors analyze the retailer's latest earnings and annual guidance, while debating whether its valuation remains sustainable amidst persistent consumer cost pressures and broader economic volatility. The community is actively discussing the company's role as a consumer bellwether, its pivot toward high-margin advertising and membership revenue, and its ability to maintain resilience despite shifting discretionary spending patterns.

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<ul class="summary-bullets"><li>Given Snap’s limited ad inventory and user count compared with rivals like Meta and Alphabet, advertisers have diverted additional dollars to applications such as Facebook, Instagram, and YouTube, the firm said.&nbsp;</li><li>Snap reported a hit of about $20 million to $25 million to advertising revenues due to the impact of the ​Iran war in the first quarter.&nbsp;</li><li>The company’s daily active users in North America also declined.</li></ul>Shares of Snap Inc. (SNAP) plunged more than 10% in Thursday’s premarket trading hours despite beating Wall Street expectations on its first-quarter (Q1) earnings results.The company reported a hit of about $20 million to $25 million to advertising revenues due to the impact of the ​Iran war in the <a href="https://stocktwits.com/news-articles/markets/equity/snap-stock-tumbles-after-flagging-ad-revenue-hit-amid-iran-war/cZQzmJvReOU">first quarter</a>, while its daily active users in North America also declined by about two million sequentially or 7% year-over-year.Meanwhile, Morningstar lowered its price target on SNAP stock to $7 from $9, with a ‘Very High’ Uncertainty rating, driven by a reduction in growth estimates for both the European and North American markets.<h2 class="st-heading-2">SNAP’s Risk Factors</h2>Morningstar said in its report that, despite Snapchat’s popularity, heavy competition in the social networking industry has hindered its ability to build a network effect among its user base.Competition from incumbents and emerging platforms has squeezed ad revenue, as advertisers tend to allocate budgets based on scale, user engagement, and the return on ad spending. Given Snap’s limited ad inventory and user count compared with rivals like Meta and Alphabet, advertisers have diverted additional dollars to applications such as Facebook, Instagram, and YouTube, the firm said.“We assign Snap a no-moat rating. Although Snap has moaty characteristics, including the foundations of a network effect, we lack confidence in the firm’s ability to effectively monetize its user base and generate excess returns on capital over the next 10 years,” Morningstar said.<h2 class="st-heading-2">SNAP Q1 Snapshot</h2>The company reported revenue of $1.53 billion, a 12% increase year-on-year. Net loss came in at $89 million, compared to $140 million in the prior year.Snap said it expected second-quarter sales of $1.52 billion to $1.55 billion, roughly in line with analyst estimates of $1.54 billion at the midpoint, according to data from Fiscal.ai.<h2 class="st-heading-2">SNAP Stock: Retail Stance</h2>On Stocktwits, retail sentiment around SNAP stock improved from ‘bearish’ to ‘bullish’ territory over the past 24 hours amid ‘extremely high’ message volumes.One bullish user said that if a company with Snap's revenue and user base were to go public, Wall Street analysts would value it at $30 billion to $40 billion. “This is absurdly low rn!! &nbsp;Realistically it should be trading at $26 which is what the activist investors believe as well!!” the user said.<stembedurl>https://stocktwits.com/ElonMusk101/message/652552638</stembedurl><a href="https://stocktwits.com/symbol/SNAP">SNAP stock</a> has declined nearly 25% this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of Snap Inc. (NYSE: SNAP), the parent company of Snapchat, on July 31, 2025, in Chongqing, China. 

SNAP Stock Plummets Premarket On Growth Concerns: Wall Street Flags High Competition From Instagram, YouTube

Morningstar lowered its price target on SNAP stock to $7 from $9, with a ‘Very High’ Uncertainty rating.

Equity

<ul class="summary-bullets"><li>In addition to the layoffs, the company will not be filling 300 open positions, it said.&nbsp;</li><li>Snap said it was now expecting an estimated total revenue of approximately $1.529 billion for Q1, about a 12% growth year-over-year.&nbsp;</li><li>BMO Capital analyst Brian Pitz raised the price target on Snap to $15 from $13 and maintained an ‘Outperform’ rating on the shares.</li></ul>Shares of Snap Inc. (SNAP) rallied more than 8% on Wednesday after the company announced a significant layoff, in addition to providing an optimistic updated financial outlook for the first quarter (Q1) of 2026.In a regulatory <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://d18rn0p25nwr6d.cloudfront.net/CIK-0001564408/56e2f0b2-8352-41a6-a2cc-6cb7c1a9fe6f.pdf">filing</a>, the Snapchat owner said it would be laying off about 1,000 employees, including 16% of its full-time employees. In addition to the layoffs, the company will not be filling 300 open positions, it said.The company garnered attention on Wall Street as well as among retail investors after the announcements.<h2 class="st-heading-2">Layoff Update</h2>Snap said that its layoffs would streamline operations and help it reallocate resources toward other highest-priority initiatives.“While these changes are necessary to realize Snap’s long-term potential, we believe that rapid advancements in artificial intelligence enable our teams to reduce repetitive work, increase velocity, and better support our community, partners, and advertisers,” said CEO Evan Spiegel in a letter to employees.“We have already witnessed small squads leveraging AI tools to drive meaningful progress across several important initiatives, including Snapchat+, enhanced ad platform performance, and efficiency improvements in our Snap Lite infrastructure,” he added.Snap also added that the layoffs would result in pre-tax charges of between $95 million to $130 million, of which $75 million to $100 million are expected to be future cash expenditures. The majority of these costs are expected to be incurred during the second quarter of 2026, the company said.<h2 class="st-heading-2">Financial Updates</h2>In the updated outlook, Snap said it is now expecting an estimated total revenue of approximately $1.529 billion for Q1, about a 12% growth year-over-year.The company also said that it was now projecting an estimated adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) of about $233 million.<h2 class="st-heading-2">Street Consensus</h2>Following the announcements, Citi raised the price target on Snap to $7 from $6 and kept a ‘Neutral’ rating on the shares, according to TheFly. The firm said that it was "encouraged" with the preliminary Q1 results and Snap’s plan to improve operating expenses, adding that the job cuts should accelerate Snap's path to net income profitability.BMO Capital analyst Brian Pitz raised the price target on Snap to $15 from $13 and maintained an ‘Outperform’ rating on the shares, however adding that despite the positive announcements, regulatory risks remain a key concern. The firm’s price target update indicates an upside potential of about 147.5% from the current trading price of $6.06.Meanwhile, according to data from Koyfin, the company’s stock has a 12-month average price target of $7.81 based on 44 analysts covering it. This indicates an upside potential of about 29%. A majority of the analysts have a rating of ‘Hold’ or higher on the stock.<h2 class="st-heading-2">What’s Retail Saying?</h2>On Stocktwits, retail attention around the stock surged, with message volumes rising more than 170% in the past hour from ‘normal’ to ‘extremely high’ levels.Meanwhile, retail sentiment around SNAP stock improved from ‘bullish’ to ‘extremely bullish’ territory.<a href="https://stocktwits.com/symbol/SNAP">SNAP stock</a> has declined more than 25% so far in 2026.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/rgti-ionq-qbts-qubt-xndu-stocks-surge-on-nvidia-quantum-push/cZJt1ijRIwK">RGTI, IONQ, QBTS, QUBT, XNDU Stocks Extend 4-Day Rally On Nvidia’s Quantum Push — Retail Cheers ‘The Fabulous Five’</a>

SNAP Stock Rallies On Layoffs, Updated Q1 Outlook — What’s Wall Street Saying?

In a regulatory filing, the Snapchat owner said it would be laying off about 1,000 employees, including 16% of its full-time employees.

<ul class="summary-bullets"><li>The report also says that Snap’s $400 deal with Perplexity has fallen through.</li><li>Radiant Capital, which claims to be an investor, said 16% of its staff, about 840 workers, would be affected.</li><li>Snap shares&nbsp;jumped 2.5% in Wednesday’s premarket, and retail sentiment improved to ‘bullish.’</li></ul>Snap, Inc. shares&nbsp;jumped 2.5% in the early premarket session on Wednesday, amid fresh rumors about the social media company planning a sizable reduction in its workforce. The stock is on track to end higher for a third straight session&nbsp;if premarket gains are sustained.U.S. multinationals have continued trimming their workforces into 2026 as AI-driven tools boost efficiency and companies reallocate resources across projects for the AI era. In recent months, Uber, Meta and Block have announced cuts.Tech newsletter Source.com, which broke the news, said Snap could announce the layoffs as soon as today. The “sweeping cuts” will more distinctly separate the legacy Snapchat business from the company's augmented reality glasses business, the report&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://sources.news/p/snap-crucible-moment">said</a>.<h2 class="st-heading-2">Snap’s Perplexity Deal Gone?</h2>Some teams would be halved while the Specs subsidiary will gain employees ahead of the glasses' imminent launch, the report’s writer, Alex Heath, said in an X post. He also added that the company’s agreement with Perplexity, signed last November and reportedly worth $400 million, has fallen through. &nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_15_at_1_30_43_PM_png_00b4c3a021.webp" alt="Screenshot 2026-04-15 at 1.30.43 PM.png" width="603" height="599"></figure><h2 class="st-heading-2">Snap Layoff Rumors Build</h2>The extent of the workforce reduction is currently unclear, as Source.com’s paywalled report was not immediately accessible. Radiant Capital, which&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://finance.yahoo.com/markets/stocks/articles/randian-capital-retail-activist-investment-130000750.html">claims</a> to be a shareholder in the company,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/RandianCapital/status/2044239796663402593">said</a> the cuts would&nbsp;affect 16% of Snap's workforce.Snap’s workforce grew about 7% last year to 5,261 employees as of the end of December. Based on that number and Radiant’s disclosure, about 842 workers could be impacted.The potential layoffs were being&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.teamblind.com/post/any-layoff-rumor-at-snap-this-week-djcspzr8">discussed</a> on Blind, a platform where workers post about job cuts and other corporate issues. The original poster of a thread&nbsp;speculated&nbsp;that Snap could be looking to lay off up to 50% of its staff.<h2 class="st-heading-2">SNAP Under Pressure From Activist Investor</h2>The rumors come weeks after activist investor Irenic Capital Management disclosed a 2.5% stake in Snap and urged the company to make changes to boost its stock.Irenic said Snap should use AI more heavily to cut about 21% of its workforce, or 1,000 workers. “AI can and should replace many existing roles,” Irenic said in its&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://savesnap.s3.us-west-1.amazonaws.com/Snap+-+Irenic+Letter+-+vF.pdf">letter</a>, which included six recommendations with an aim to “7X” the stock.They also included shutting down or spinning off Specs, the company’s augmented reality glasses unit. The unit was announced to be a wholly owned subsidiary of Snap in January.<a href="https://stocktwits.com/symbol/SNAP">Snap shares</a> are down 30.6% year to date, compared to the 16% drop in&nbsp;<a href="https://stocktwits.com/symbol/SOCL">Global X Funds - Global X Social Media ETF (SOCL)</a>, which tracks social media stocks. Since Snap’s 2007 IPO, the stock has shed about 80%.<h2 class="st-heading-2">Retail View On SNAP Improves</h2>On Stocktwits, the retail sentiment for SNAP flipped to ‘bullish’ from ‘netural,’ amid ‘extremely high’ message volume.“$SNAP i no longer feel like a clown for doubling down,”&nbsp;<a href="https://stocktwits.com/ClassicGlo/message/650288117">said</a> a trader, referring to the latest developments as well as investors’ frustration over the stock weakness.The potential “layoffs prove Evan Spiegel is following the Activists playbook to get the share price back up to $26!”&nbsp;<a href="https://stocktwits.com/ElonMusk101/message/650311053">posted</a> another trader. Others also&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/So_quiet_it_is_loud/message/650310096">sounded alarm</a> about the Perplexity deal reportedly falling through: “So they’re missing out in $400 million in revenue yet the market is bullish?”For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/asml-s-raised-outlook-after-q1-beat-sends-clear-signal-ai-cycle-isn-t-peaking-yet/cZJtcSBRIvN">ASML's Raised Outlook After Q1 Beat Sends Clear Signal: AI Cycle Isn't Peaking Yet</a>&nbsp;

Evan Spiegel, founder and CEO of Snap, sits on a panel discussion. (Photo by Karl-Josef Hildenbrand/picture alliance via Getty Images)

Snap Mass Layoffs Landing Today? Report Sends Traders Buzzing As Stock Eyes Third Day Of Gains

The layoffs could be announced on Wednesday, according to a report in tech newsletter Source.com.

<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.

<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.

Current Price	$44.57
Prev Close	$44.79
Open	$43.96
Dividend Yield	N/A
50-Day Moving Average	$45.63
Beta	N/A
Avg. Volume	5,983.16
PE Ratio	N/A

52-Week High	$63.93
52-Week Low	$41.35
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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