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Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple is at the center of investor attention as markets await earnings results and management insights, with the community actively debating whether the stock will break out or consolidate under a new leadership transition. Key discussion points center on capital return initiatives like share buybacks, supply chain management, and the potential for new AI-driven product announcements.

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

Sandisk Corp

Sandisk is facing intense volatility as the market digests a massive earnings beat and upward guidance, with community members fiercely debating whether this represents a sustainable structural cycle or a priced-in "sell the news" event. Traders are intensely focused on the company's aggressive data center demand and share buyback strategy, while skeptics warn of potential valuation risks and potential volatility following the recent parabolic rally.

Akanda Corp. is a cannabis cultivation, manufacturing, and distribution company, which engages in the provision of premium quality and ethically sourced medical cannabis products to patients. The company cultivates and processes natural cannabis at facilities in the Kingdom of Lesotho, Africa and intend to supply medicinal-grade cannabis biomass, cannabis flower, and cannabis concentrates to wholesalers. It also imports and sells medical cannabis-based products. The company was founded on July 16, 2021 and is headquartered in New Romney, the United Kingdom.

Akanda Corp

Akanda Corp is experiencing a parabolic short squeeze driven by an extremely low float and an exceptionally high cost-to-borrow, leading community members to compare it to previous major market runners. Traders are actively debating whether to hold for triple-digit targets or rotate profits into other low-float opportunities, all while closely monitoring the stock for potential dilution risks or abrupt trend reversals.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit Inc is experiencing intense community focus ahead of its quarterly earnings, with investors debating whether the stock's recent volatility is a setup for a breakout or a signal of further downside. The community is heavily split between bulls highlighting robust advertising growth and AI data tailwinds, and skeptics who are bracing for a potential post-earnings sell-off.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is generating significant investor interest following the start of R2 production at its Illinois plant, a key milestone in the company's transition toward a broader mass-market audience. The community is actively debating the stock's potential for a breakout, weighing the positive production news and upcoming earnings report against concerns over executive compensation and long-term cash burn.

Roblox Corp. engages in the provision of online gaming services. Its platform consists of Roblox Client, Roblox Studio, and Roblox Cloud. Roblox Client is an application that allows users to explore 3D digital worlds. Roblox Studio is the toolset that allows developers and creators to build, publish, and operate 3D experiences and other content accessed with Roblox Client. Roblox Cloud includes the services and infrastructure that power the human co-experience platforms. The company was founded by Erik Cassel and David B. Baszucki in March 2004 and is headquartered in San Mateo, CA.

Roblox Corporation - Ordinary Shares - Class A

Roblox Corp.

Roblox is facing significant downward pressure as investors react to a slashed bookings forecast and ongoing concerns regarding the financial impact of new child safety and age-verification features. The community is sharply divided, with some investors seeing a potential long-term buying opportunity in the oversold territory, while others express deep skepticism over management's ability to maintain growth while addressing persistent safety and profitability challenges.

Atlassian Corp. is a holding company, which engages in providing team collaboration and productivity software. Its products include Jira Software, Confluence, Jira Service Management, and Loom. The company was founded by Michael Cannon-Brookes and Scott Farquhar in October 2002 and is headquartered in San Francisco, CA.

Atlassian Corporation - Ordinary Shares - Class A

Atlassian Corporation Plc

Atlassian is seeing a significant sentiment shift following a strong earnings beat that outperformed analyst estimates and signaled stabilizing cloud demand. The community is actively debating whether this performance marks a bottom for the broader SaaS sector or if it serves as a temporary relief rally, with many focusing on whether these established software platforms can effectively integrate AI to sustain their long-term growth.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global Holdings is trending as community members aggressively debate whether to capitalize on the stock's recent price pullback, with many pointing to a streak of consistent earnings beats and raised guidance as evidence of structural strength. Investors are closely monitoring the impact of the company's 'Athena' AI platform and the potential for a rebound, viewing the current market weakness as a buying opportunity for a long-term winner.

AXT, Inc. engages in the design, development, manufacture and distribution of compound and single element semiconductor substrates. It also sells specialty material substrates and raw materials used to make substrates and other related products. The company was founded by Morris S. Young and Davis Zhang in 1986 and is headquartered in Fremont, CA.

AXT Inc

AXT Inc. is seeing intense volatility and heavy retail speculation as traders weigh the company's aggressive capacity expansion for AI-focused data center demand against concerns over extreme valuation, share dilution, and poor fundamental performance. The community is actively debating whether the stock is a high-growth bottleneck play or a classic pump-and-dump scheme, with significant focus on heavy call options activity and recent institutional accumulation.

Roku, Inc. engages in the provision of a streaming platform for television. It operates through the following segments: Platform and Devices. The Platform segment includes the sale of digital advertising and distribution of streaming services. The Devices segment is involved in the sale of streaming players, Roku-made televisions, smart home products and services, audio products, and related accessories. The company was founded by Anthony J. Wood in October 2002 and is headquartered in San Jose, CA.

Roku Inc - Ordinary Shares - Class A

Roku Inc

Roku shares are experiencing a significant rally following a robust quarterly report that beat estimates on both earnings and revenue, driven by strong growth in ad-supported streaming and premium subscription segments. Investors are actively discussing the companys path to sustained profitability, improved free cash flow, and potential long-term value as the streaming sector continues to consolidate.

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<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>

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 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.

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<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.

<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.

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