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Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is facing significant volatility as investors react to a federal indictment alleging that a co-founder and other staff members orchestrated a massive scheme to smuggle restricted AI hardware to China. The community is deeply divided between long-term shareholders debating whether to hold through the crisis or cut losses, and those expressing profound distrust in the companys governance and long-term viability given its history of regulatory and compliance concerns.

Tidal Trust II - Defiance Daily Target 2x Long SMCI ETF

Defiance Daily Target 2X Long SMCI ETF

The Defiance Daily Target 2X Long SMCI ETF is facing extreme volatility and investor frustration, largely driven by a recent reverse stock split and a significant sell-off in the underlying asset following regulatory and compliance concerns. The community is actively debating the heavy decay associated with holding leveraged instruments long-term, with many investors expressing deep anxiety over their losses while others look for potential entry points in the face of ongoing market manipulation allegations.

Planet Labs PBC provides daily data and insights about earth. It offers a web-geo platform with satellite data available and foundational analytics to derive insights to make decisions. The company is founded by William S. Marshall and Robert H. Schingler in 2010 and is headquartered in San Francisco, CA.

Planet Labs PBC - Ordinary Shares - Class A

Planet Labs PBC

Planet Labs is currently trending due to a major quarterly earnings beat that highlighted significant revenue growth, a massive increase in backlog, and its first-ever period of profitability. Investors are increasingly optimistic about the company's role as critical infrastructure for the defense and intelligence sector, with the community actively debating whether the stock is poised for a breakout to new highs or if it remains vulnerable to short-term profit-taking.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is facing significant downward pressure following an expanded federal investigation into its driver-assistance software and reports of declining delivery expectations. The community is heavily focused on the stock's technical support levels and the potential impact of intensifying competition from alternative robotaxi partnerships, fueling a heated debate among investors about the company's long-term valuation versus its short-term regulatory hurdles.

XPeng, Inc. engages in the design, development, manufacture, and marketing of smart electric vehicles. Its products are environmentally friendly vehicles, namely an SUV (the G3) and a four-door sports sedan (the P7). It also provides a range of services to the clients, including supercharging service, maintenance service, ride-hailing service and vehicle leasing service. The company was founded by Xiao Peng He, Heng Xia, and Tao He in 2015 and is headquartered in Guangzhou, China.

XPeng Inc - ADR

XPeng is currently in the spotlight as investors weigh its aggressive growth targets and advanced VLA 2.0 autonomous driving technology against broader sector-wide concerns about delivery slumps and cooling EV demand. The community is actively debating the stock's future, with many bullish on its long-term potential as an AI-driven mobility company while others remain frustrated by persistent price volatility and institutional short-selling pressure.

NextEra Energy, Inc. engages in the provision of renewable energy. It operates through the following segments: FPL and NEER. The FPL segment involves the generation, transmission, distribution, and sale of electric energy in Florida. The NEER segment produces electricity from clean and renewable sources, including wind and solar. The company was founded on December 28, 1925 and is headquartered in Juno Beach, FL.

NextEra Energy Inc

NextEra Energy is trending as investors weigh its aggressive expansion into nuclear and grid infrastructure against broader concerns over data center energy demands and regulatory shifts. The community remains focused on the company's long-term growth potential through clean energy partnerships, while active traders monitor recent volatility driven by earnings sentiment and shifting institutional positions.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell Technologies is trending as investors scrutinize its AI-driven server growth against persistent margin concerns and memory component shortages ahead of the company's fiscal fourth-quarter earnings report. While the community is actively debating the stock's long-term upside potential in the AI infrastructure space, sentiment remains divided due to aggressive analyst downgrades and broader market volatility impacting the hardware sector.

Firefly Aerospace, Inc. engages in the design and manufacture of space launch vehicles. It offers Alpha, Beta, Gamma, and orbital transfer vehicles. The company was founded by Thomas E. Markusic, Mark Watt, and Max Polyakov in January 27, 2017 and is headquartered in Cedar Park, TX.

Firefly Aerospace Inc.

Firefly Aerospace is driving significant market conversation as investors react to a successful Alpha Flight 7 mission, which validated key technical upgrades and reinforced the company's competitive position in the launch market. The community is actively discussing the stock's growth potential ahead of the anticipated SpaceX IPO, while closely monitoring upcoming lockup expirations and volatility patterns.

Zebec's integrated products - real time payroll apps, on-chain payments infrastructure and networked DePIN - serve companies of all sizes, merchants and individuals and help transcend the boundaries of traditional banking and diminish the role of financial intermediaries.

Zebec Network

Zebec Network is trending as the community eagerly anticipates the upcoming launch of its Super App and looks for signs of potential institutional integration following strategic partnerships within the Stellar and broader payment ecosystems. Investors remain highly active, with many discussing long-term accumulation strategies and maintaining conviction despite recent price consolidation and the final stages of the token unlock.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980, and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

Sarepta Therapeutics is experiencing significant volatility and negative price action as investors weigh concerns over future revenue guidance and regulatory scrutiny, despite active community discussions focusing on its robust RNA-targeted pipeline and the potential for a long-term recovery. Sentiment remains polarized, with many investors debating whether the current valuation represents a deep value buying opportunity ahead of upcoming clinical data readouts or a potential long-term drift driven by leadership uncertainty.

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ETFs in Focus as Oracle Shares Spike 8% Post Q3 Earnings Beat

Oracle shares jump after a Q3 earnings beat and higher 2027 revenue outlook, pushing investors to consider ETFs with sizable exposure to the cloud giant.

<ul class="summary-bullets"><li>Oracle said that for fiscal year 2027, it expects total revenue of $90 billion, significantly beating analysts’ predictions of $86.32 billion.&nbsp;</li><li>For FY26, the company said it expects capital expenditures of $50 billion, in line with previous guidance.&nbsp;</li><li>For Q3 of 2026, Oracle said that quarterly revenues grew 22% to $17.2 billion, compared to Wall Street expectations of $16.91 billion.</li></ul>Oracle Corp. (ORCL) on Tuesday said in its latest earnings release that demand for cloud computing related to artificial intelligence training and inferencing continues to grow faster than supply.The company added that some of its largest AI Cloud capacity consumers have strengthened their financial positions substantially in recent times.Based on these, the Austin-based tech company expects to comfortably meet and likely exceed its revenue growth rate forecast for fiscal year 2027 and beyond.Shares of ORCL soared nearly 8% after the company’s release.<h2 class="st-heading-2">Oracle’s Guidance</h2>The company said that for fiscal year 2026, it forecasts revenue of $67 billion, compared with Street expectations of $66.94 billion, according to data from Fiscal.ai. However, for fiscal year 2027, the company said it now expects total revenue of $90 billion, significantly beating analysts’ predictions of $86.32 billion.For FY26, the company said it expects capital expenditures of $50 billion, in line with previous guidance.For the fourth-quarter (Q4) of 2026, Oracle said that it expects revenue to increase 18% to 20% in constant currency, or 19% to 21% in US dollars. Specifically, the company expects its total cloud revenue to grow between 44% to 48% in constant currency, and 46% to 50% in USD.<h2 class="st-heading-2">Q3 Snapshot</h2>For the third quarter (Q3) of 2026, Oracle said that quarterly revenues grew 22% to $17.2 billion, compared to Wall Street expectations of $16.91 billion. The company said that cloud revenues grew 44% to $8.9 billion, while software revenues were up 3% to $6.1 billion.“This new AI Code Generation technology is enabling us to build more software in less time with fewer people. Oracle is now building more SaaS applications for more industries at a lower cost. AI code generation is making our SaaS application suites more competitive and more profitable,” Oracle said.Meanwhile, the company posted earnings per share of $1.79, higher than the consensus of $1.7.<h2 class="st-heading-2">Retail Reaction</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/ORCL">ORCL shares</a> jumped from ‘bullish’ to ‘extremely bullish’ over 24 hours. Meanwhile, message volumes spiked from ‘normal’ to ‘extremely high’ levels.One bullish user anticipated a steep post-market rally, with a possible move to $190 after-hours.<stembedurl>https://stocktwits.com/AtAMediumPace/message/647157288</stembedurl>&nbsp;Another bullish user said following the earnings, all negatives had been priced in, including SaaS scare for the company. The user also highlighted Oracle’s positives.<stembedurl>https://stocktwits.com/Kahorinyc1/message/647150217</stembedurl>&nbsp;Shares of ORCL have declined more than 23% this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

A smartphone held in a hand shows the logo of Oracle Corp. (Photo illustration by Cheng Xin/Getty Images)

Oracle Says It Is Likely To Exceed Revenue Forecast For FY27; Shares Soar Nearly 8% After-Hours

Oracle Corp. company added that some of its largest AI Cloud capacity consumers have strengthened their financial positions substantially in recent times. 

Equity

The company added that some of its largest AI Cloud capacity consumers have strengthened their financial positions substantially in recent times. 


ETFs in Focus as Cisco Slides Post Q2 Earnings Beat Amid Poor Outlook

CSCO slides 7% after Q2 beat as fiscal 2026 outlook disappoints, but AI demand and strong networking orders keep ETFs in focus.

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.

Should You Invest in the Pacer Data and Digital Revolution ETF (TRFK)?

ETFs to Buy as Intel Plunges 17% Despite Q4 Earnings Beat 

INTC shares plummet 17% after Q4 earnings release as weak Q1 guidance rattled investors, pushing Intel-heavy ETFs into focus for diversified exposure.  

<ul class="summary-bullets"><li>As per a Reuters report, the bondholders who purchased $18 billion of the company’s notes issued in Sept. 2025, were blindsided when the company went back for another $38 billion of ‍loans just seven weeks later.</li><li>The Sept. 2025 bond sale came just two weeks after ‍Oracle signed a $300 billion deal with OpenAI to provide computing power over about five years.&nbsp;</li><li>Meanwhile, technology companies in the U.S. declined on Tuesday.</li></ul>Shares of Oracle Corp. (ORCL) slumped over 5% on Wednesday after a bondholder lawsuit that claimed suffering losses over the company’s failure to disclose the need to issue substantial debt to scale its artificial intelligence infrastructure.The slump in <a href="https://stocktwits.com/symbol/ORCL">ORCL shares</a> came amid a broader decline of tech stocks, with the tech-heavy Nasdaq 100 declining over 1.5% at the time of writing.<h2 class="st-heading-2">Lawsuit Details</h2>The proposed lawsuit, filed in a New York state court in Manhattan, according to a Reuters <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/sustainability/boards-policy-regulation/oracle-sued-by-bondholders-over-losses-tied-ai-buildout-2026-01-14/">report</a>, was on ​behalf of bondholders who purchased $18 billion of notes and bonds that the company issued in Sept. 2025.The bond sale came just two weeks after ‍Oracle signed a $300 billion deal with OpenAI to provide computing power over about five years. The investors claimed they were blindsided when the company went back for another $38 billion of ‍loans just seven weeks later to bankroll two additional data centers to support the OpenAI agreement.The complaint held the company, ​chairman and co-founder Larry Ellison, former CEO Safra Catz, Chief Accounting Officer Maria Smith, and Oracle’s underwriters strictly liable for false and misleading statements in the $18 billion debt sale’s offering documents, as per Reuters.The bondholders are seeking unspecified damages, as per the report.<h2 class="st-heading-2">Tech Selloff</h2>Meanwhile, technology companies declined on Tuesday.Chip stocks like Broadcom Inc. (AVGO), Nvidia Corp. (NVDA), and Micron Technology (MU) fell over 4.5%, 1.8% and 2% respectively amid a broader sell off.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around ORCL shares remained in the ‘bearish’ territory over the past day amid ‘low’ message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_15_at_1_45_05_AM_png_5d3a69db14.webp" alt="On Stocktwits, retail sentiment around ORCL shares remained in the ‘bearish’ territory over the past day amid ‘low’ message volumes." width="1284" height="155"></figure>&nbsp;Shares of ORCL have gained over 22% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

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

Why Is ORCL Stock Falling Today?

Oracle faced a bondholder lawsuit on Wednesday that claimed suffering losses over the company’s failure to disclose the need to issue substantial debt to scale its artificial intelligence infrastructure.

Worried About Oracle's Downfall? Hedge With These 5 Top-Ranked Tech ETFs

Oracle's selloff, tied to AI spending and debt fears, has rattled investors. Diversifying with top tech ETFs like XLK could help mitigate single-stock risk.

ETFs to Watch as Oracle Dips Despite Beating on Q2 Earnings

ORCL's post-earnings slide opens a window for investors eyeing ETF exposure as the cloud giant beats profit expectations but misses on revenues. 

AI Supercharger: Why Is NVDA-ORCL-DOE Deal a Bull Signal for Tech ETFs?

Nvidia and Oracle's DOE-backed AI supercomputer project fuels optimism for tech ETFs, like TRFK and XLK, poised to ride the next wave of AI growth.  

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