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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

Advanced Micro Devices is surging following news of a multi-year agreement to supply AI chips to Meta, a deal valued at over $100 billion, though the community is sharply divided on the true accretive value due to performance-based stock warrants granted to Meta.

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 drawing significant attention after reporting an earnings miss, prompting a polarized community debate: while some investors are concerned about current financial losses, many are dismissing the backward-looking results to focus on the company's strategic pivot to AI/HPC data centers, supported by new hyperscaler contracts and a recent analyst upgrade to a $38 price target.

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 seeing a massive pre-market surge following a global strategic collaboration with Astellas for its VIR-5500 prostate cancer T-cell engager, supported by promising Phase 1 data and substantial upfront and milestone payments. The community is sharply divided between those anticipating a major short squeeze and others predicting a typical biotech "pump and dump" fade.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

The semiconductor giant is a major topic as its highly anticipated earnings report approaches, with community discussion fueled by Meta's recent AI chip deal with competitor AMD. While some view the AMD deal as a sign of diversifying competition, many believe it underscores NVIDIA's unrivaled demand, leading to split predictions for its market reaction.

Intuit, Inc. engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed, Consumer, Credit Karma, and ProTax. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment serves consumers with a personal finance platform that provides personalized recommendations of credit cards, home, auto and personal loans, and insurance products, and online savings and checking accounts. The ProTax segment refers to the professional accountants in the U.S. and Canada, who are essential to both small business success and tax preparation and filing. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.

Intuit Inc

Intuit's new partnership with Anthropic to embed AI agents into its financial products is driving intense community discussion, with some viewing it as a significant tailwind while others debate AI's disruptive impact on the broader SaaS sector, leading many to see the stock as oversold amidst recent declines.

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 on high expectations for its upcoming earnings report, with the community anticipating significant AI semiconductor revenue growth, driven by its critical role in providing custom AI accelerators and indispensable networking solutions for major hyperscaler infrastructure buildouts.

BlackRock Institutional Trust Company N.A. - iShares Expanded Tech-Software Sector ETF

iShares Expanded Tech-Software Sector ETF

The iShares Expanded Tech-Software Sector ETF ($IGV) is trending amid widespread fears that rapid AI advancements, particularly from Anthropic, will disrupt and reduce traditional software licenses, driving a substantial market sell-off. Despite this 'SaaS-pocalypse' narrative fueling heavy shorting, many in the community believe the sector is now deeply oversold and presents a significant buying opportunity.

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 Corp. is trending due to widespread reports of BlackRock-owned Global Infrastructure Partners nearing a significant acquisition deal, alongside the company's strategic partnerships with tech giants like Google to power massive new data centers. The community is actively debating AES's perceived undervaluation and its pivotal position in meeting the surging energy demands of the AI sector, weighing these factors against existing debt in anticipation of a potential buyout premium.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is trending following reports of massive AI chip deals, notably with AMD, to scale its AI infrastructure, sparking community discussion over whether these significant capital expenditures will drive future growth or pressure its immediate financial outlook.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrike is trending as the cybersecurity sector experiences a significant sell-off, sparked by investor fears that Anthropic's new Claude AI security tool could disrupt traditional software models. The community remains divided, with some selling on concerns of AI-driven obsolescence while others view the downturn as an overreaction and a buying opportunity, asserting AI will ultimately increase demand for robust cybersecurity.

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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. 

Equity

Time to Load Up on Consumer Staples ETFs?

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AI Fatigue Setting In: ETFs That May Offer Respite

As AI fatigue rattles markets with sell-offs hitting trucking, logistics and real estate services, rotating into defensive ETFs becomes attractive.

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With U.S. debt on track for new highs, investors should turn to defensive ETF strategies for stability.

Should You Invest in the Vanguard Consumer Staples ETF (VDC)?

ETFs to Play as Investors Chase Diversification Amid Tech Rout

From "software-mageddon" to rising AI capex pressuring Big Tech, diversification via defensive and global ETFs gains focus.

 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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