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Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is trending following a robust earnings beat and significantly raised guidance driven by accelerating AI revenue growth, alongside a new substantial share repurchase program. The market reaction, however, has been notably muted, fueling active community debate comparing its flat performance to other recent AI stock reports despite strong financial results.

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 ($BULL) is trending following its latest earnings report, which showcased robust revenue and user growth but drew mixed community reactions regarding its diluted profitability figures and ongoing stock dilution. Bulls emphasize the platform's expanding market share and customer assets, while bears voice frustration over management's perceived inaction in translating operational success into shareholder value.

Rigetti Computing, Inc. provides full-stack quantum computing services. It serves global enterprise, government, and research clients through its Rigetti Quantum Cloud Services platform. The company was founded by Chad Rigetti in 2013 and is headquartered in Berkeley, CA.

Rigetti Computing Inc

Rigetti Computing is trending after reporting lower-than-expected revenue in its Q4 earnings, fueling a polarized community discussion. While bears label the stock a "quantum scam" given its high valuation against minimal sales, bulls point to a robust cash position, the achievement of 99.9% gate fidelity, and recent system orders as strong indicators of its long-term potential in the nascent quantum technology sector.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS Life Sciences is trending, fueled by imminent Phase 3 results for its AML immunotherapy, GPS, and amid widespread expectations of a significant buyout. The reported extended survival of trial patients, combined with management's silence, is intensifying buyout rumors and the potential for a short squeeze, propelling community discussion about its massive undervalued potential.

Amprius Technologies, Inc. engages in the development, manufacture, and market lithium-ion batteries for mobility applications, including the aviation, electric vehicle and light electric vehicle industries. It operates through the United States and Rest of the World geographical segments. The company was founded by Mark C. Platshon in 2008 and headquartered in Fremont, CA.

Amprius Technologies Inc

Amprius Technologies is trending following its robust earnings report, which highlighted significant revenue and adjusted EPS beats, positive full-year guidance, and a strategic U.S. manufacturing partnership for its high-performance silicon batteries. The community is actively discussing the company's progress towards profitability and its strengthened position for defense contracts and NDAA compliance within the rapidly expanding drone and eVTOL markets, despite a notable one-time charge affecting net results.

Okta, Inc. engages in the provision of an identity management platform for enterprises. It operates through the United States and International geographical segments. The firm's products include single sign-on, multi-factor authentication, access gateway, API access management, authentication, adaptive MFA and lifecycle management. The company was founded by Todd McKinnon and J. Frederic Kerrest in 2009 and is headquartered in San Francisco, CA.

Okta Inc - Ordinary Shares - Class A

Okta Inc

Okta is trending after reporting strong current quarter results but issuing forward guidance that fell below analyst expectations, signaling its first projected single-digit revenue growth since IPO. This outlook has fueled investor debate, with some expressing caution about decelerating enterprise spending, while others emphasize the company's solid performance and its long-term opportunity in securing AI agents amid wider cybersecurity sector re-evaluations.

BlackRock Institutional Trust Company N.A. - iShares 20+ Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

TLT is trending as investors weigh its appeal as a safe-haven asset amidst escalating Middle East tensions, while simultaneously navigating the uncertainty of persistent inflation signals and shifting expectations for Federal Reserve policy.

Vanguard Group, Inc. - Vanguard Total Stock Market ETF

Vanguard Total Stock Market ETF

VTI is trending as it achieves new all-time highs on notable trading volume and significant inflows, showcasing strong outperformance against international equities. Community discussion highlights optimism for the ETF as a core long-term holding, reflecting robust U.S. market momentum.

Gemini Space Station, Inc. is a holding company, which offers a mobile and web based crypto asset exchange platform, proprietary wallet infrastructure and custody solutions, over-the-counter trading solutions tailored to institutions and professionals, a digital art auction platform, a proprietary United States dollar backed stablecoin, and a credit card product that offers crypto asset rewards on customer purchases. The company was founded by Tyler Winklevoss and Cameron Winklevoss in 2014 and is headquartered in New York, NY.

Gemini Space Station Inc. - Ordinary Shares- Class A

Gemini Space Station

GEMI is actively discussed due to recent executive departures and workforce reductions, leading to widespread community frustration and fears for its future. However, some investors are betting on a potential short squeeze and the growth opportunities presented by its new prediction market after securing a CFTC DCM license.

Grocery Outlet Holding Corp. engages in the operation of retail stores in the United States. It offers name-brand consumables and fresh products through a network of independently operated stores. The company was founded by Jim Read in 1946 and is headquartered in Emeryville, CA.

Grocery Outlet Holding Corp

Grocery Outlet (GO) is trending after its Q4 earnings revealed a significant GAAP EPS loss due to substantial goodwill write-downs and asset impairments, prompting community debate over management's expansion strategy amidst strong selling pressure. While many express concern about the company's valuation and strategic missteps, others see an oversold opportunity, emphasizing GO's profitable operations and its defensive position as a value-driven grocer.

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Bet on These ETFs to Capitalize on Oracle's 10% Hike Post Upgrade

As ORCL surges nearly 10% after a D.A. Davidson upgrade, ETFs with heavy exposure offer a diversified way to tap the rally.

ETFs to Watch as IBM Shares Jump Following Q4 Earnings Beat 

IBM shares jump after a Q4 earnings beat and upbeat outlook, prompting ETF investors to eye funds with heavy exposure to the tech giant.

<ul class="summary-bullets"><li>Oracle plans to issue the bonds in a single tranche, and the offering may be divided into up to eight parts.</li><li>Bond maturities shall range from three to 40 years.</li><li>On Sunday, the company announced its plan to raise $45 billion to $50 billion in total funding through a combination of debt and equity instruments.</li></ul>Oracle Corp. (ORCL) has reportedly launched a major U.S. dollar bond offering, expected to be in the range of $20 billion to $25 billion.&nbsp;Earlier, the company announced it was looking to raise between $45 billion and $50 billion through a mix of debt and equity sales to ramp up its cloud business. infrastructure capabilities.<h2 class="st-heading-2">Debt Structure</h2>According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-02-02/oracle-kicks-off-8-part-dollar-bond-sale-amid-ai-borrowing-push">report</a>, the bond issuance, projected to total roughly $20 billion to $25 billion, will cover about half of Oracle’s 2026 financing needs. The remaining planned funding will come from equity-linked and common stock sales, signaling a multi-pronged strategy to support growth initiatives.<a href="https://stocktwits.com/symbol/ORCL">Oracle stock</a> traded over 3% higher on Monday morning. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory while message volume shifted to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_02_091944_png_b2a93bce82.webp" alt="PLTR’s Sentiment Meter and Message Volume as of 09:45 a.m. ET on Feb. 2, 2026 | Source: Stocktwits" width="930" height="99"><figcaption>PLTR’s Sentiment Meter and Message Volume as of 09:45 a.m. ET on Feb. 2, 2026 | Source: Stocktwits</figcaption></figure>The stock saw 641% increase in retail chatter over 24 hours as of Monday morning. The bond’s maturities range from three to 40 years, the report stated.&nbsp;<h2 class="st-heading-2">Strategic Rationale</h2>The move reflects Oracle’s effort to finance the expansion of AI-driven cloud services for major clients. The company previously raised $18 billion in September 2025, after cementing a $300 billion contract with OpenAI.&nbsp;&nbsp;On Sunday, the company announced its plan to raise $45 billion to $50 billion in total funding through a combination of debt and equity instruments.“Oracle is raising money in order to build additional capacity to meet the contracted demand from our largest Oracle Cloud Infrastructure customers, including AMD, Meta, NVIDIA, OpenAI, TikTok, xAI and others,” the company stated.&nbsp;Oracle’s approach comes amid an increasingly competitive cloud landscape, with rivals such as Microsoft (MSFT) and Amazon.com (AMZN) also investing heavily in infrastructure.&nbsp;ORCL stock has declined by over 1% in the last 12 months.&nbsp; Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/verizon-rexecutive-shakeup-service-outages-rival-pressure/cZbgVYGR4k9">Verizon Reportedly Considers Executive Shakeup Amid Service Outages And Rival Pressure</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Oracle logo is displayed on a mobile phone with the company's branding seen in the background in this photo illustration.

ORCL Stock In Focus As Tech Giant Reportedly Launches Bond Offering To Cover Half Of 2026 Funding Needs

According to a Bloomberg report, the bond issuance, projected to total roughly $20 billion to $25 billion, will cover about half of Oracle’s 2026 financing needs.

Equity

According to a Bloomberg report, the bond issuance, projected to total roughly $20 billion to $25 billion, will cover about half of Oracle’s 2026 financing needs.


ETFs in Focus on IBM's Q3 Earnings 

IBM shares fall on soft growth for Red Hat software business despite solid Q3 beat (per Bloomberg). Explore TDIV, TDVI, NXTE, SPDG & BUL for diversified exposure to the tech giant.

The Zacks Analyst Blog Highlights Oracle, IGV, TRFK, TDIV and TDVI.

Oracle soars 36% on record cloud demand and RPO growth, boosting AI deals and Oracle-heavy ETFs.

Oracle's Monster Rally Puts These ETFs in Focus 

Oracle stock soars 36% on cloud demand and AI deals. ETFs like IGV, TRFK, TDIV and TDVI offer exposure.

IT consulting and services giant IBM’s (IBM) shares fell sharply in Thursday’s early premarket session despite the solid quarterly results and guidance.Underwhelming software revenue and CEO Arvind Krishna’s cautious commentary on the earnings call apparently weighed down on sentiment.<a href="https://stocktwits.com/symbol/IBM">IBM stock</a> fell over 5% before the opening bell after ending Wednesday’s session up&nbsp;nearly flat at $282.01.Armonk, New York-based IBM reported adjusted earnings per share (EPS) of $2.80 and revenue of $17 billion for the second quarter of the fiscal year 2025. The consensus estimates, according to Stocktwits, were at $2.65 and $16.95 billion, respectively.Infrastructure revenue grew 14% year over year (YoY) to $4.1 billion, while software and consulting revenue rose a more modest 10% and 3%, respectively, coming in at $7.4 billion and $5.3 billion. According to CNBC, the software revenue trailed expectations of most analysts.Krishna said, “We once again exceeded expectations for revenue, profit and free cash flow in the quarter.” The executive stated that the company’s generative artificial intelligence (GenAI) book of business continues to accelerate, reaching over $7.5 billion.During a call with the analysts, Krishna stated that geopolitical tensions, although not a major factor, prompted a few clients to move cautiously, according to a transcript provided by Koyfin.“U.S. federal spending was also somewhat constrained in the first half, but we do not expect it to create long-term headwinds,” he added.The board approved a $1.68-per-share quarterly cash dividend, payable on Sept. 15, to shareholders of record on Aug. 8.IBM also maintained its full-year guidance of at least 5% constant currency revenue growth, with forex expected to be a 1.5-point headwind. It raised the cash flow guidance, now expecting the metric to exceed $13.5 billion for 2025.During the earnings call, CFO James Kavanaugh stated that the company is comfortable with the consensus estimates for revenue and profitability.On Stocktwits, retail sentiment toward IBM stock turned to ‘extremely bullish’ (86/100) by early Thursday, from ‘neutral’ a day ago, with the message volume improving to ‘extremely high’ levels.<figure class="image"><img style="aspect-ratio:616/59;" src="https://news.stocktwits-cdn.com/Screenshot_2025_07_24_at_5_09_09_AM_png_a6f1c0c2df.webp" alt="Screenshot 2025-07-24 at 5.09.09 AM.png" width="616" height="59"><figcaption>IBM sentiment and message volume as of 5:10 a.m. ET, July 24 | source: Stocktwits</figcaption></figure>IBM stock is up 30% year-to-date, outperforming the broader market and the tech sector.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/asdaq-futures-rise-as-alphabet-earnings-offset-tesla-disappointment/ch8yYayR5uu">Nasdaq Futures Rise As Alphabet Earnings Offset Tesla Disappointment, But Wall Street Poised For Mixed Open</a>

2025/03/04: IBM logo is seen at the Mobile World Congress 2025 (MWC) at the Fira de Barcelona. (Photo by Davide Bonaldo/SOPA Images/LightRocket via Getty Images)

Why Is IBM Stock Sliding Premarket Today?

Infrastructure revenue grew 14% year over year (YoY) to $4.1 billion, while software and consulting revenue rose a more modest 10% and 3%, respectively, coming in at $7.4 billion and $5.3 billion. 

International Business Machines Corp. (IBM) launched its latest generation of enterprise-grade servers, the Power11 lineup, on Tuesday,&nbsp;which will be available starting July 25.<a href="https://stocktwits.com/symbol/IBM">IBM stock</a> inched 0.3% higher in Tuesday's premarket trading, following the launch.The announcement sheds light on a reimagined infrastructure platform built to meet the ever-growing demands of AI-driven operations, hybrid cloud deployments, and unrelenting uptime requirements.The new lineup is tailored for industries such as banking, healthcare, the&nbsp;public sector, and retail,&nbsp;adding that&nbsp;the platform is built to support essential workloads as these sectors navigate the growing demands of AI adoption and digital transformation.It added that&nbsp;Power11 marks a significant advancement in server design, featuring enhanced processing capabilities, improved virtualization layers, and increased system durability.&nbsp;According to IBM, Power11 offers a 99.9999% system availability and eliminates the need for planned maintenance downtime. It comes equipped with IBM Power Cyber Vault, a cybersecurity solution that can identify ransomware threats in less than sixty seconds.&nbsp;Built on National Institute of Standards and Technology (NIST) guidelines, the system utilizes immutable data snapshots and quantum-resistant encryption to protect against advanced cyber threats.Power11 also supports IBM’s upcoming Spyre Accelerator, an on-chip AI processor arriving in the&nbsp;fourth quarter (Q4) 2025, designed to handle the surge in AI tasks across hybrid environments.“We are taking advantage of the full IBM stack to deliver hybrid cloud, AI, and automation capabilities while building on our decades-long reputation as a trustworthy hybrid infrastructure for essential workloads,” said&nbsp;the General Manager of&nbsp;Power Systems at IBM, Tom McPherson.IBM claims the Power11 platform brings notable energy savings, delivering double the performance per watt compared to x86-based servers.&nbsp;The company also announced the introduction of a new Energy Efficient Mode, which improves server efficiency by up to 28% compared to the high-performance mode.On Stocktwits, retail sentiment toward IBM remained in ‘bearish’ territory with ‘normal’&nbsp;levels of&nbsp;message volume.<figure class="image"><img style="aspect-ratio:967/106;" src="https://news.stocktwits-cdn.com/Screenshot_2025_07_08_075056_png_a3c4bf3a5d.webp" alt="IBM’s Sentiment Meter and Message Volume as of 07.40 a.m. ET on July 8, 2025 | Source: Stocktwits" width="967" height="106"><figcaption>IBM’s Sentiment Meter and Message Volume as of 07.40 a.m. ET on July 8, 2025 | Source: Stocktwits</figcaption></figure>IBM stock has added 33% year-to-date and over 64% in the last 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/applovin-analyst-sees-plenty-of-further-upside-for-stock/chFvNsUR5gE">AppLovin Analyst Sees ‘Plenty Of Further Upside’ For Stock — But Retail Stays Guarded</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Chip maker IBM logo is seen at the Mobile World Congress 2025 (MWC) at the Fira de Barcelona. (Photo by Davide Bonaldo/SOPA Images/LightRocket via Getty Images)

IBM Targets AI-Driven Sectors With Launch of Power11 Servers 

 IBM said the new lineup is built to support essential workloads as traditional sectors navigate the growing demands of AI adoption and digital transformation.

CNBC's Mad Money host Jim Cramer heaped praise on International Business Machines Corp. (IBM) CEO Arvind Krishna for his role in reinvigorating the company's sagging growth.“I salute this man, Arvind Krishna,” said Cramer as Big Blue’s CEO made his appearance on the media outlet’s “Squawk on the Street” segment.&nbsp;The stock picker said people were now making a “lot of money” by investing in the stock, and it doesn’t get mentioned other than the day of earnings.”Krishna, a company insider, became IBM’s CEO in April 2020,&nbsp;succeeding Ginni Rometty. The company’s quarterly revenue growth was&nbsp;mainly in the red for an extended period before Krishna took over.&nbsp;The CNBC report stated that the new CEO aimed to shed IBM’s image as a “legacy technology company past its prime.” =Between April 3, 2020 (the session before Krishna assumed office) and Monday,&nbsp;<a href="https://stocktwits.com/symbol/IBM">IBM stock</a> has&nbsp;outpaced the S&amp;P 500’s 150% gain.<img src="https://news.stocktwits-cdn.com/IBM_vs_SP_500_png_8526ddfe93.webp" alt="IBM vs. SP500.png">The company’s profiling of Krishna shows that over his 30-year stint at IBM, he led a series of bold transformations and delivered proven business results. The executive also relied on inorganic growth, being instrumental in the successful $34 billion acquisition of Red Hat in 2019, which has helped IBM’s foray into the hybrid cloud market.IBM has become a pioneer in the emerging technology area of quantum computing.&nbsp;On Stocktwits, retail sentiment toward IBM stock stayed ‘bearish’ (38/100) by early Tuesday, with the message volume at a ‘normal’ level.<figure class="image"><img style="aspect-ratio:623/53;" src="https://news.stocktwits-cdn.com/Screenshot_2025_07_08_at_5_06_21_AM_png_83c0eaaea7.webp" alt="Screenshot 2025-07-08 at 5.06.21 AM.png" width="623" height="53"><figcaption>IBM sentiment and message volume as of 5:07 a.m. ET, July 8 | source: Stocktwits</figcaption></figure>A bearish&nbsp;watcher dismissed the recent stock returns as being driven by buybacks and the use of artificial intelligence (AI) in exchange-traded fund (ETF) buying.<stembedurl>https://stocktwits.com/fatsak/message/618715545</stembedurl>Another user wasn't one to be carried away by the “quantum hype,” adding that “They have a lack of talent and have a difficult time recruiting top talent.”<stembedurl>https://stocktwits.com/fatsak/message/618022054</stembedurl>IBM shares have added nearly 35% year-to-date, once again outperforming the 6% rise for the S&amp;P 500 Index.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-keeps-tariff-guessing-game-alive-with-not-100-percent-firm-deadline/chFvjgpR5XK">Trump Keeps Tariff Guessing Game Alive With ‘Not 100% Firm’ Deadline — Here Are the New Levies On 14 Key Trading Partners</a>

Arvind Krishna at Keynote "From Sci-Fi to Society: The Next Era of AI and Quantum Computing" at Austin Convention Center on March 11, 2025 in Austin, Texas. 

Jim Cramer All Praise For This ‘Legacy Technology’ CEO For Making A ‘Lot Of Money’ For Investors — But Retail Stays Away From Stock

Arvind Krishna, a company insider, became IBM’s CEO in April 2020, taking over the reins from Ginni Rometty.

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