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Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is trending amidst a robust multi-year deal to supply AI chips to Meta Platforms, signaling the company's strong position in the diversifying AI infrastructure market. The community is actively discussing AMD's competitive advantage and strategic investments like the Crusoe loan, reinforcing its role as a key player in powering future AI growth.

Vir Biotechnology, Inc. operates as a clinical-stage immunology company that focuses on combining immunologic insights with cutting-edge technologies to treat and prevent serious infectious diseases. The firm's technology platforms include antibody, T cell, innate immunity and siRNA, which are designed to stimulate and enhance the immune system by exploiting critical observations of natural immune processes. The company was founded by Robert Taylor Nelsen, Klaus Frueh, Jay Parrish, Lawrence Corey, and Louis Picker in April 7, 2016 and is headquartered in San Francisco, CA.

Vir Biotechnology Inc

Vir Biotechnology is trending following its recent corporate update and strong financial results, highlighted by a major global collaboration with Astellas for its VIR-5500 prostate cancer program, which includes substantial upfront payments and significant milestone potential. Community discussion is actively debating the new cash influx, promising early clinical data, and potential for a short squeeze, while others predict a 'rug pull' based on the stock's historical tendency for gains to reverse.

Cipher Mining, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Mining Inc

Cipher Mining is trending as its strategic pivot to an AI/HPC data center development company gains significant market attention, underscored by its rebrand to Cipher Digital and a major sale of Bitcoin mining assets. The community is actively discussing its undervalued status and potential rerating as stable, long-term contracts with hyperscale customers position it for future growth, despite short-term volatility.

DigitalOcean Holdings, Inc. engages in the provision of providing cloud infrastructure. It operates through the following geographical segments: United States, Netherlands, Germany, Canada, Singapore, and Other. The company was founded in 2012 and is headquartered in Broomfield, CO.

DigitalOcean Holdings Inc

DigitalOcean is experiencing a significant uplift following a strong earnings report and optimistic guidance, driving community chatter around its pivotal role in the burgeoning agentic AI infrastructure and its strategic partnership with AMD.

The Home Depot, Inc. engages in the sale of building materials and home improvement products. Its products include building materials, home improvement products, lawn and garden products and decor products. The firm operates through the following geographical segments: U.S., Canada and Mexico. It offers home improvement installation services, and tool and rental equipment. The company was founded by Bernard Marcus, Arthur M. Blank, Kenneth Gerald Langone and Pat Farrah on June 29, 1978 and is headquartered at Atlanta, GA.

Home Depot, Inc.

Home Depot is trending following its Q4 earnings report, which, despite beating sales and EPS estimates driven by strong professional demand, presented a cautious outlook for the upcoming fiscal year. The community is actively debating whether ongoing housing market headwinds and high interest rates will continue to temper big-ticket consumer spending, overshadowing the company's resilient pro segment.

The AES Corp. engages in the provision of power generation and utility services through its renewable and thermal generation facilities and distribution businesses. It operates through the following segments: U.S. and Utilities Strategic Business Unit (SBU), South America SBU, MCAC SBU, Eurasia SBU. The U.S. and Utilities SBU segment consists of facilities in the United States, Puerto Rico and El Salvador. The South America SBU segment covers Chile, Colombia, Argentina, and Brazil. The MCAC SBU segment refers to Mexico, Central America, and the Caribbean. The Eurasia SBU segment handles operations in Europe and Asia. The company was founded by Dennis W. Bakke and Roger W. Sant in 1981 and is headquartered in Arlington, VA.

AES Corp.

AES Corporation is trending amid widespread reports that BlackRock's Global Infrastructure Partners is nearing a multi-billion-dollar takeover, a move seen to capitalize on the utility's strategic position in supplying renewable energy to fast-growing tech and AI data centers. The community is intensely debating the potential acquisition price, weighing the company's significant debt against its long-term growth prospects and perceived undervaluation.

GraniteShares ETF Trust - GraniteShares 2x Long AMD Daily ETF

GraniteShares 2x Long AMD Daily ETF

AMDL is gaining attention due to positive developments for its underlying AMD, including a $1 billion Department of Energy partnership, an export license for AI chips to China, and an analyst upgrade citing sold-out server chips for 2026. The community is keenly discussing whether recent pullbacks are 'manipulation' or opportune entry points, given AMD's strong position in the expanding AI sector.

Shoals Technologies Group, Inc. engages in the provision of electrical balance of system solutions for solar energy projects. Its EBOS components include cable assemblies, inline fuses, combiners, disconnects, recombiners, wireless monitoring systems, junction boxes, transition enclosures and splice boxes. The company was founded by Dean Solon in November 1996 and is headquartered in Portland, TN.

Shoals Technologies Group Inc - Ordinary Shares - Class A

Shoals Technologies is trending amid investor concern following an unfavorable ITC ruling on its patent infringement case and Nextracker's acquisition of a competitor, with community discussions highlighting eroded trust in management after recent mixed earnings and persistent solar sector challenges.

Brightstar Lottery PLC engages in the designing, manufacturing, and marketing of electronic gaming equipment, software, and network systems. It operates through the Global Lottery, Global Gaming, and PlayDigital segments. The Global Lottery segment has responsibility for the worldwide traditional lottery and iLottery business, including sales, operations, product development, technology, and support. The Global Gaming segment includes iGaming, sports betting, sales, product management, studios, global manufacturing, operations, and technology. The PlayDigital segment has full responsibility for the worldwide iGaming and sports betting activities. The company was founded in 1990 and is headquartered in London, the United Kingdom.

Brightstar Lottery PLC

Brightstar Lottery (BRSL) is trending following its recent earnings report, which highlighted revenue growth and an optimistic outlook for the upcoming fiscal year, though with a reported GAAP EPS decline. The community is actively discussing the sustainability of its dividend and the potential for future appreciation as a pure-play lottery company, especially as it navigates current market conditions and interest rate expectations.

Palvella Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which focuses on developing and commercializing novel therapies to treat patients suffering from serious, rare genetic skin diseases for which there are no FDA-approved therapies. It develops a pipeline of treatments for rare genetic skin diseases using its patented QTORIN platform. The company was founded in 2015 and is headquartered in Wayne, PA.

Palvella Therapeutics Inc.

Palvella Therapeutics Inc

Palvella Therapeutics is trending after announcing positive topline results from its Phase 2 TOIVA trial for cutaneous venous malformations, sparking numerous analyst upgrades and significantly increased price targets, as the community anticipates further data readouts for its promising QTORIN rapamycin pipeline in rare skin diseases.

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ETFs to Watch as Walmart Shares Slip Despite Q4 Earnings Beat

Walmart shares slipped despite a Q4 beat and strong e-commerce growth. Should investors tap ETFs to ride its momentum while limiting stock risk?

<ul class="summary-bullets"><li>Truist said that Walmart ended 2025 on "a strong note," adding that the company’s Q4 U.S. comparative sales increased 4.6% and it also posted a slight acceleration in stacked transactions.</li><li>Given its track record of continuous share gains and an increasingly profitable business model that is also one of the biggest "real asset" plays in the market, Truist said that it remains a buyer of the company.&nbsp;</li><li>In its latest quarterly report, the retailer said that it expects revenue of $164 billion in the upcoming quarter, versus a street expectation of $172.8 billion, according to data from Fiscal.ai.</li></ul><p>Walmart Inc. (WMT) shares extended their decline in after-hours trading on Thursday, slipping 0.06% after ending the day 1.38% lower amid weak first-quarter (Q1) guidance.</p><p>In its latest quarterly report, the retailer said that it expects revenue of $164 billion in the upcoming quarter, versus a street expectation of $172.8 billion, according to data from Fiscal.ai. The company forecast adjusted earnings per share of $0.61, compared to expectations of $0.73.</p><p>Despite the lackluster outlook, Truist raised its price target on Walmart to $139 from $127 and kept a ‘Buy’ rating on the shares.</p><h2 class="st-heading-2">Analyst Rationale</h2><p>Truist said that Walmart ended 2025 on "a strong note," noting that the company’s fourth-quarter (Q4) U.S. comparative sales increased 4.6% and it also posted a slight acceleration in stacked transactions, the analyst told investors in a note, according to TheFly.</p><p>Given its track record of continuous share gains and an increasingly profitable business model that is also one of the biggest "real asset" plays in the market, Truist said that it remains a buyer of the company.</p><h2 class="st-heading-2">Earnings Snapshot</h2><p>Walmart posted Q4 revenues of $190.7 billion, a 4.9% growth in constant currency. Analysts expected the company to post $175.17 billion in revenues for the quarter.</p><p>The company said that its global eCommerce sales grew 24%, led by store-fulfilled pickup and delivery, and marketplace, while its global advertising business grew 37%.</p><p>“The pace of change in retail is accelerating. It’s exciting. And our financial results show that we’re not only embracing this change, we’re leading it. For our customers and members, the future is fast, convenient, and personalized,” said John Furner, President and CEO of Walmart.</p><p>Meanwhile, Amazon.com Inc. (AMZN) <a href="https://stocktwits.com/news-articles/markets/equity/amazon-dethrones-walmart-as-worlds-biggest-company-by-revenue/cZRjUrKR4wC">overtook</a> Walmart to become the world’s largest company by sales on Thursday, ending the retailer’s 13-year reign at the top in terms of revenue.</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/WMT">WMT shares</a> jumped from ‘bullish’ to ‘extremely bullish’ territory over the past 24 hours amid ‘extremely high’ message volumes.</p><p>Shares of WMT have gained more than 20% in the past year.</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

A Walmart sign hangs on the exterior of the store on November 20, 2025 in Hollywood, Florida. (Photo by Joe Raedle/Getty Images)

WMT Shares Slip After-Hours On Weak Guidance, So Why Did This Analyst Raise Its Price Target?

Truist raised its price target on Walmart to $139 from $127 and kept a ‘Buy’ rating on the shares. 

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 The Walmart Effect: ETFs in Focus After WMT Joins the $1 Trillion Club

WMT's rise to a $1 trillion market cap after a strong stock rally is putting Walmart-heavy ETFs firmly in the spotlight.

<ul class="summary-bullets"><li>Piper Sandler emphasized the strength of Walmart’s apparel assortment and value pricing.</li><li>Evercore ISI raised its price target to $130 from $125 while keeping an ‘Outperform’ rating.</li><li>Walmart expects net sales growth&nbsp;of 4.8% to 5.1% for fiscal 2026.&nbsp;</li></ul><p>Walmart Inc. (WMT) reached a major financial milestone on Tuesday, with its market capitalization climbing above $1 trillion.&nbsp;</p><p>The retail giant’s&nbsp;<a href="https://stocktwits.com/symbol/WMT">stock</a> traded over 1% higher on Tuesday morning. Crossing the $1 trillion threshold places Walmart alongside major technology companies that have hit similar valuations. Fellow consumer names such as Target (TGT) and Costco Wholesale (COST) remain below this mark.</p><h2 class="st-heading-2">Analysts’ Confidence&nbsp;</h2><p>Piper Sandler boosted its price target on Walmart to $130 from $123 on Tuesday, maintaining an ‘Overweight’ rating on the stock, according to TheFly. The firm emphasized the strength of Walmart’s apparel assortment and value pricing, which it says is helping the retailer expand its customer base and deliver margins above competitors.&nbsp;</p><p>Evercore ISI raised its price target to $130 from $125 while keeping an ‘Outperform’ rating, reflecting optimism across the company’s Retail Broadlines &amp; Hardlines coverage.</p><p>On Stocktwits, retail sentiment around the stock jumped to ‘bullish’ from ‘bearish’ territory the previous day. Meanwhile, message volume shifted to ‘high’ from ‘normal’ levels in 24 hours.&nbsp;</p><figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_03_103032_png_e98310e89c.webp" alt="WMT’s Sentiment Meter and Message Volume as of 10:15 a.m. ET on Feb. 3, 2026 | Source: Stocktwits" width="933" height="104"><figcaption>WMT’s Sentiment Meter and Message Volume as of 10:15 a.m. ET on Feb. 3, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Walmart’s Growing Online Business And Investments</h2><p>According to a Wall Street Journal&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/business/retail/walmart-trillion-dollar-valuation-market-cap-27498d7d">report</a>, industry analysts attributed this valuation leap to Walmart’s growing online business and significant investments in logistics, automation, and artificial intelligence.&nbsp;</p><p>Over the past decade, Walmart has ramped up its digital capabilities, improved delivery speeds, and expanded its e-commerce offerings, drawing new customers and boosting sales, particularly during and after the pandemic, the report cited.&nbsp;</p><h2 class="st-heading-2">John Furner As The New CEO&nbsp;</h2><p>In November, Walmart said that John Furner will become its new chief executive on February 1. He has succeeded Doug McMillon, who retired on January 31, after serving as CEO for more than 10 years.</p><p>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. According to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/02/03/walmart-wmt-hits-1-trillion-market-cap.html">report</a>, Furner led several major efforts, including curbside pickup and stronger store-brand products, which helped Walmart attract wealthier customers as higher prices squeezed household food spending.&nbsp;</p><p>In its third-quarter earnings report in November, the retail giant said it expects net sales growth in the range of 4.8% to 5.1% for fiscal year 2026 and adjusted earnings per share between $2.58 and $2.63.&nbsp;</p><p>WMT stock has gained over 13% year-to-date, overwhelmingly surpassing the S&amp;P 500’s over 1% gain in the same period.&nbsp;</p><p>Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/disney-josh-d-amaro-ceo-dana-walden-chief-creative-officer/cZbiuxFR4mc">Disney Names Josh D’Amaro CEO, Dana Walden Becomes Chief Creative Officer</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

The exterior of a Walmart store in Hollywood, Florida. (Photo by Joe Raedle/Getty Images)

Walmart Surpasses $1 Trillion Valuation For The First Time

Crossing the $1 trillion threshold places Walmart alongside other major global players that have hit similar valuations, most of which are in the technology sector.

Defensive ETFs Beyond Gold: Where to Invest When Metals Cool 

With gold and silver prices tumbling, discover defensive ETFs that help cushion portfolios beyond metals.

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