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Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet is trending after reporting strong earnings and robust cloud growth. However, its substantial capital expenditure guidance for AI infrastructure is sparking a community-wide debate on whether it signals long-term AI leadership or an over-investment.

Snap, Inc. operates as a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap Inc. is trending following better-than-expected Q4 revenue and quarterly GAAP profitability, driven by strong growth in Snapchat+ subscriptions and advertiser engagement. While many in the community anticipate a significant rally given these improved fundamentals and an authorized stock buyback, others remain cautious about the stock's subdued immediate price reaction and slightly lower Q1 guidance.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is trending after reporting strong earnings, driven by nearly 50% growth in Google Cloud and the surging valuation of Waymo, signaling broad success in AI and diverse business segments. The community is actively discussing the company's aggressive 2026 capital expenditure forecast for AI and data centers, with many viewing it as a commitment to future growth while others eye potential cost implications across the sector.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is trending amid intense bearish pressure and widespread FUD, including unverified claims connecting it to the 'Epstein files' and concerns over potential MicroStrategy liquidations. The community is sharply divided between those predicting further significant drops and others who view current levels as a major buying opportunity during extreme oversold conditions.

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 as Alphabet's substantial 2026 capital expenditure guidance, primarily for AI infrastructure and TPUs, is widely seen as a massive catalyst for Broadcom's custom silicon and networking solutions. The community is buzzing with bullish sentiment, anticipating durable revenue growth from hyperscalers' AI buildouts.

e.l.f. Beauty, Inc. is a holding company, which engages in the provision of inclusive, accessible, clean, vegan and cruelty free cosmetics and skin care products. The company focuses on the e-commerce, national retailers and international business channels. Its brands include elf, elf skin, naturium, well people, and keys soulcare. The company was founded in 2004 and is headquartered in Oakland, CA.

e.l.f. Beauty Inc

e.l.f. Beauty is trending after reporting strong earnings and raising its outlook, which initially sent the stock soaring. However, a dramatic reversal from its after-hours gains has left the community confused and frustrated, with many questioning the sudden drop and attributing it to market dynamics, while a significant portion of investors are viewing it as a prime buying opportunity.

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 actively trending following its earnings report, sparking a debate among investors who are weighing its strong long-term AI and robotics potential, highlighted by its new Physical AI division, against its demanding valuation and ongoing speculation regarding SoftBank's shareholdings.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including from sellers, advertising, and subscription services through internationally-focused online stores. The AWS segment is composed of global sales of compute, storage, database, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is trending as investors eagerly await its upcoming earnings report, debating whether robust AWS performance and substantial AI investments will overcome concerns about rising capital expenditures that have impacted other major tech companies.

SSgA Active Trust - State Street SPDR S&P 500 ETF Trust

SPY is trending amidst heightened volatility, characterized by daily "V-shaped" recoveries and community discussion of market manipulation, as the market weighs a tech sector sell-off against Google's recent earnings, which are now a critical factor for overall market direction.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomm is generating buzz after reporting strong Q1 results but providing cautious Q2 guidance, citing a temporary global memory chip shortage impacting smartphone demand; the community is actively debating whether this is an overreaction, emphasizing Qualcomm's strategic growth in AI, automotive, and PC markets amidst broader semiconductor sector volatility.

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WMT Joins the $1 Trillion Club: Can the Rally Continue for the Stock?

After hitting a $1 trillion market cap, WMT's rally reflects confidence in omnichannel growth, higher-margin ads and memberships, and global digital momentum.


Target (TGT) Rises As Market Takes a Dip: Key Facts

In the closing of the recent trading day, Target (TGT) stood at $111.3, denoting a +1.62% move from the preceding trading day.

Target (NYSE:TGT) Given New $100.00 Price Target at Evercore ISI

Evercore ISI increased their target price on shares of Target from $95.00 to $100.00 and gave the stock an "in-line" rating in a research report on Tuesday...

Dollar General Bets on Remodels as Its Next Growth Engine

DG banks on remodels over new stores, with Project Elevate and Renovate lifts and 90% of fiscal 2026 projects slated as remodels.

Here is What to Know Beyond Why Target Corporation (TGT) is a Trending Stock

Recently, Zacks.com users have been paying close attention to Target (TGT). This makes it worthwhile to examine what the stock has in store.

Peterson Wealth Services Has $4.04 Million Stake in Target Corporation $TGT

Peterson Wealth Services lifted its stake in Target Corporation (NYSE:TGT - Free Report) by 35,359.1% in the third quarter, according to the company in its most recent disclosure with the Securities...

Target Corporation $TGT Shares Sold by Federated Hermes Inc.

Federated Hermes Inc. cut its holdings in Target Corporation (NYSE:TGT - Free Report) by 86.8% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange...

Target Corporation $TGT Shares Sold by Bridges Investment Management Inc.

Bridges Investment Management Inc. lessened its holdings in shares of Target Corporation (NYSE:TGT - Free Report) by 65.8% during the third quarter, according to its most recent disclosure with the...

Target Corporation $TGT Shares Acquired by National Pension Service

National Pension Service increased its position in shares of Target Corporation (NYSE:TGT - Free Report) by 5.7% during the 3rd quarter, according to the company in its most recent 13F filing with...

<ul class="summary-bullets"><li>Furner, who has served as President and CEO of Walmart U.S. since 2019, has led the company’s largest operating segment, comprising more than 4,600 stores.</li><li>Fiddelke has served as chief operating officer and was previously the retailer’s chief financial officer.</li><li>In the months leading up to the planned transition, these two companies have heavily given an insight into their growth plan – a major step being partnering with Sam Altman’s OpenAI.</li></ul>Retail giants Walmart and Target have been weathering a rather difficult retail environment over the past year, and are now eyeing new leadership driven by an AI goal to propel the companies to growth as they battle several macro uncertainties and a very different geopolitical climate.In the months leading up to the planned transition, these two companies have heavily given an insight into their growth plan – a major step being partnering with Sam Altman’s OpenAI to provide a better shopping experience and get a breakthrough out of the lull in consumer spending.Walmart, the retail behemoth, has emerged as a winner and has been able to thwart most headaches driven by its large size and scalability, while smaller peer Target has had to double down on its growth efforts to sustain. A majority of Target’s offerings are discretionary items, which has put it at a disadvantage given the focus of customers on more essential goods at a time of higher living costs.<h2 class="st-heading-2">Walmart CEO</h2>Ahead of the November earnings last week, Walmart said that Doug McMillon will retire from the company as the CEO in January after over a decade of leading the retailer. McMillon has been succeeded by the retailer’s U.S. unit CEO, John Furner, effective Sunday.Furner, who has served as President and CEO of Walmart U.S. since 2019, has led the company’s largest operating segment, comprising more than 4,600 stores. He has closely worked with McMillon, and Wall Street has bet on his experience to lead the company, which has already positioned itself as a more tech-powered omnichannel retailer.Furner takes over Walmart as the CEO after he began his career at the retailer as an hourly associate in 1993 and held several leadership roles across merchandising, operations and sourcing. He has also served as the President and CEO of Sam’s Club U.S.In the weeks leading up to taking up the role, Furner made changes to his team to focus on a digitally capable management. He named David Guggina, Chief eCommerce Officer for the retailer’s U.S. division, as his successor as CEO of Walmart U.S.“As AI rapidly reshapes retail, we are centralizing our platforms to accelerate shared capabilities, freeing up our operating segments to be more focused on and closer to our customers and members,” Furner said.Last year, Walmart announced a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/walmart-openai-shop-on-chatgpt/ch6mqdzR3mN">partnership with OpenAI</a> that will start with allowing customers and members&nbsp;to shop at Walmart through ChatGPT using Instant Checkout.<h2 class="st-heading-2">Target CEO</h2>Last year, Target named its operating chief, Michael Fiddelke, as its new chief executive officer, succeeding Brian Cornell. As Fiddelke takes on the CEO role on Sunday, his experience at Target makes him an investor favourite. Fiddelke has been with Target for 20 years and worked in leadership roles across merchandising, finance, operations, and human resources.As chief operating officer and previously the retailer’s chief financial officer, he has overseen efforts that enabled growth across the business, including investments in supply chain and digital capabilities.Fiddelke, during November’s earnings call, said that new AI tools also include its recently developed Target Trend Brain, a new internal creative platform, which uses GenAI technology to help our teams identify and react to emerging trends faster and predict future trends.&nbsp;Target has&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/target-openai-partnership-shopping-through-apps-for-chatgpt/cLPoeftREBd">partnered with OpenAI</a> as well, and Fiddelke said that it aims to be one of the first retailers on OpenAI platforms to offer the purchase of multiple items in a single transaction, offer fresh food products on the platform, and the ability to choose drive-up and pickup fulfillment options.<h2 class="st-heading-2">How Are Stocktwits Users Reacting?</h2>Retail sentiment on Walmart dipped to ‘bearish’ from ‘bullish’ a week ago, with message volumes at ‘normal’ levels, according to data from Stocktwits.While sentiment on Target further fell to ‘extremely bearish’ from ‘bearish’ a day ago, with retail message volumes at ‘normal’ levels, according to data from Stocktwits.<a href="https://stocktwits.com/symbol/WMT">Shares of Walmart</a> have gained nearly 20% in the last 12 months and <a href="https://stocktwits.com/symbol/TGT">Target’s stock</a> has declined more than 21% during the same period.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/lunr-stock-in-spotlight-ahead-of-artemis-ii-launch/cZbgdqWR4jK">LUNR Stock In Spotlight Ahead Of Artemis II Launch - Can It Snap Two Weeks Of Losing Streak?</a>

Miami Doral Florida, Walmart Supercenter, frozen foods aisle glass door freezers, women shoppers adults pushing carts. 

Walmart And Target Hand Over The Reins — Why The New CEOs Are Putting AI At The Center Of Growth Plans

Walmart and Target CEO’s take the helm on Sunday and are ushering in a new era of leadership for these two retail giants.

Equity

Walmart and Target CEO’s take the helm on Sunday and are ushering in a new era of leadership for these two retail giants.


Target Corp. engages in the operation and ownership of general merchandise stores. It offers food and general merchandise, clothing and household goods, electronics, and toys. Its brands include A New Day, All in Motion, Art Class, Auden, AVA & VIV, Boots and Barkley, Brightroom, Bullseye's Playground, Casaluna, Cat & Jack, Cloud Island, Colsie, dealworthy, Embark, Everspring, Favorite Day, Figmint, Future Collective, Gigglescape, Good & Gather, Goodfellow & Co, Hearth & Hand with Magnolia, Heyday, Hyde & EEK! Boutique, JoyLab, Kindfull, Kona Sol, Made By Design, Market Pantry, Mondo Llama, More Than Magic, Opalhouse, Open Story, Original Use, Pillowfort, Project 62, Room Essentials, Shade & Shore, Smartly, Smith & Hawken, Sonia Kashuk, Spritz, Sun Squad, Threshold, Universal Thread, up&up, Wild Fable, Wondershop, Xhilaration, California Roots, Casa Cantina, The Collection, Headliner, Jingle & Mingle, Rosé Bae, Photograph, SunPop, and Wine Cube. The company was founded by George Draper Dayton in 1902 and is headquartered in Minneapolis, MN.

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What do you expect from $AMZN earnings on Thursday?

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '25	$2.14	--	--	N/A
Q3 '25	$1.71	$1.78	4.36%	BEAT
Q2 '25	$2.04	$2.05	0.73%	BEAT
Q1 '25	$1.61	$1.30	-19.31%	MISSED
Q4 '24	$2.27	$2.41	6.26%	BEAT

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