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Invesco QQQ Trust Series 1

Arbitrum is one of the leading Ethereum scaling solutions bringing cheap transactions to tens of thousands of users in an environment that feels very similar to Ethereum. It is an optimistic rollup and the leading L2 in terms of TVL. Some of the largest dApps live on Arbitrum include GMX, Radiant, Uniswap V3, and Gains Network.

Arbitrum

Arbitrum is trending as it solidifies its position as a premier Ethereum Layer 2 for real-world asset tokenization, fueled by key institutional adoptions like Robinhood for tokenized stocks and PayPal for stablecoins, even as the community debates the impact of ongoing token unlocks.

Velo3D, Inc. operates as a technology company, which engages in developing and manufacturing metal laser sintering printing machines for 3D printing. Its products include assure system, flow software, sapphire printer & sapphire XC. The company was founded by Benyamin Buller in June 2014 and is headquartered in Fremont, CA.

Velo3D Inc

Velo3D is trending with heightened volatility, driven by recent defense contract wins and a new CEO compensation plan tied to aggressive valuation milestones. Community discussion remains sharply divided, balancing optimism for its critical role in aerospace and defense against concerns over institutional exits, high short interest, and potential dilution.

$WAGMI is a community-driven meme token built on the Solana blockchain, designed to bring positivity, unity, and humor into the crypto space. The project encourages community engagement through memes, social interaction, and token-based activities. It leverages Solana’s fast and low-cost infrastructure to allow for smooth on-chain interactions, such as token transfers, community games, and NFT integration. The goal is to foster a fun, inclusive ecosystem where holders feel they are part of a larger movement – "We Are Gonna Make It."

WAGMI

WAGMI CRYPTO is trending as its dedicated community strongly reinforces the 'We All Gonna Make It' ethos, highlighting ongoing development, recent liquidity pool additions, and a steadfast belief in collective long-term success within the crypto landscape.

Memecoin on Injective taken over by the community.

Nonja

NONJA is gaining traction as a resilient, community-backed meme coin on the Injective (INJ) blockchain, with sentiment fueled by INJ's strong fundamentals, high developer activity, and increased deflationary measures. The community sees NONJA as a leveraged play on INJ's projected growth, highlighting its 'unruggable' burned liquidity and potential for significant returns.

Zcash is a privacy-focused cryptocurrency that uses trustless zero-knowledge proofs to enable fully encrypted transactions while maintaining blockchain transparency and security. It was the first cryptocurrency to implement zero-knowledge encryption for private peer-to-peer payments, addressing the fundamental privacy gap in traditional cryptocurrencies that expose transaction details publicly.   With a fixed supply of 21 million ZEC and a halving schedule similar to Bitcoin, Zcash allows users to prove transactions are valid without revealing sensitive information like wallet balances, transaction amounts, or participant identities, making it suitable for everyday payments, long-term savings, and cross-border money transfers where financial confidentiality matters.  The protocol operates on its own blockchain currently using Proof-of-Work consensus, though it's evolving toward Proof-of-Stake through the planned "Crosslink" upgrade to enhance security, scalability, and energy efficiency. Zcash employs trustless zero-knowledge proofs (Halo) within its Orchard shielded pool to verify transactions without revealing sender, receiver, or amount information.   Users can choose between transparent public transactions and shielded private transactions through Unified Addresses, which work with both types. The network is faster and cheaper than Bitcoin, with new blocks mined every 75 seconds and transaction fees typically just a fraction of a cent. Privacy adoption has surged in 2025, with over 30% of total ZEC supply now held in fully shielded pools.  Zcash was created by a group of scientists in 2013 who initially proposed Zerocoin as a privacy extension to Bitcoin before building a standalone protocol. The ecosystem operates with a self-funded development model where block rewards support independent teams through the Zcash Community Grants Committee and a new Coinholder-Controlled Fund.

Zcash

Zcash is actively discussed following news of the SEC concluding its investigation into the Zcash Foundation with no enforcement action, while the community remains divided over the core development team's formation of a new startup to scale the privacy coin, with some seeing it as a bullish growth catalyst and others expressing skepticism.

AXT, Inc. engages in the design, development, manufacture and distribution of compound and single element semiconductor substrates. It also sells specialty material substrates and raw materials used to make substrates and other related products. The company was founded by Morris S. Young and Davis Zhang in 1986 and is headquartered in Fremont, CA.

AXT Inc

AXT Inc. is surging after its Q4 earnings report, with community discussion highlighting anticipated strong sequential revenue growth driven by soaring demand for its critical Indium Phosphide wafers in AI infrastructure build-out, positioning it as a bottleneck play in the booming semiconductor sector.

Eastman Chemical Co. engages in the provision of specialty chemicals. It operates through the following segments: Advanced Material (AM), Additives and Functional Products (AFP), Chemical Intermediates (CI), and Fibers. The AM segment produces and markets its polymers, films, and plastics with differentiated performance properties for value-added end uses in transportation, consumables, building and construction, durable goods, and health and wellness markets. The AFP segment includes chemicals for products in the transportation, consumables, building and construction, animal nutrition, crop protection, energy, personal and home care, and other markets. The CI segment consists of large scale and vertical integration from the cellulose and acetyl, olefins, and alkylamines streams to support operating segments with advantaged cost positions. The Fibers segment offers cellulose acetate tow for use in filtration media, primarily cigarette filters. The company was founded by George Eastman in 1920 and is headquartered in Kingsport, TN.

Eastman Chemical Co

Eastman Chemical is actively discussed amid recent mixed financial reports, including notable Q4 earnings misses and a significant federal funding cancellation for its molecular recycling initiatives. Despite these headwinds and its removal from the S&P 500, analysts are upgrading price targets, fueling community debate on the company's long-term value in specialty chemicals and the circular economy.

Bitdeer Technologies Group engages in the cryptocurrency mining industry. It generates income through its proprietary mining datacenters. The firm handles complex processes involved in computing such as equipment procurement, transport logistics, datacenter design and construction, equipment management, and daily operations. The company was founded by Wu Jihan in December 2021 and is headquartered in Singapore.

Bitdeer Technologies Group. - Ordinary Shares - Class A

Bitdeer Technologies Holding Co

Bitdeer Technologies is trending amid intense community discussion over significant capital raises through stock offerings and convertible notes, coupled with the reported liquidation of its Bitcoin holdings. This financial strategy underpins its ambitious pivot towards high-performance computing and AI infrastructure, generating mixed sentiment on its valuation and execution.

FirstService Corp. engages in the provision of property services. It operates through the FirstService Residential and FirstService Brands segments. The FirstService Residential segment offers residential property management services in North America. The FirstService Brands segment covers residential and commercial customers through both franchise systems, and company-owned operations. The company was founded by Jay S. Hennick in 1989 and is headquartered in Toronto, Canada.

FirstService Corp

FirstService Corporation is trending following a series of strong quarterly earnings reports that consistently beat analyst expectations and an increased dividend, fueling community discussion around its successful acquisition strategy in property management and restoration services.

SSgA Active Trust - State Street Consumer Staples Select Sector SPDR ETF

Consumer Staples Select Sector SPDR Fund

The Consumer Staples Select Sector SPDR Fund (XLP) is trending following a significant rally, with Elliott Wave analysts forecasting further upside extensions and positioning it as a defensive play. However, community discussion is vibrant around its perceived overbought status and the broader market rotation, leading to mixed sentiment.

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Nifty 50

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Apple Inc.

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<ul class="summary-bullets"><li>Analyst James Schneider highlighted Credo’s focus on short-distance, high-speed wired connectivity products used inside data centers.</li><li>He also emphasized Credo’s role in advancing Active Electrical Cables, or AECs.</li><li>The analyst believes that Credo’s vertically integrated model strengthens its competitive edge by allowing tighter control over design and production.</li></ul>Goldman Sachs has launched coverage of Credo Technology Group Holding (CRDO) with a bullish stance, citing strong positioning in the fast-growing artificial intelligence data center market.The firm assigned the semiconductor and connectivity company a ‘Buy’ rating and established a $165 price target, implying a potential 30% upside as of Wednesday’s closing price.&nbsp;<h2 class="st-heading-2">Why Goldman Is Optimistic</h2>Analyst James Schneider highlighted Credo’s focus on short-distance, high-speed wired connectivity products used inside data centers, according to TheFly. According to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/02/19/this-stock-has-nearly-30percent-upside-as-ai-data-center-demand-grows-says-goldman.html?taid=6996f9955aa4b90001bad246&amp;utm_campaign=trueanthem&amp;utm_content=main&amp;utm_medium=social&amp;utm_source=twitter">report</a>, the company develops chips and cable systems that link advanced AI servers, an area experiencing rapid expansion as enterprises scale computing power.Schneider emphasized Credo’s role in advancing Active Electrical Cables, or AECs, describing them as copper-based cables equipped with signal-enhancing components.&nbsp;<blockquote>“AECs provide lower cost, high bandwidth connections with high reliability (no ‘link flaps’ or intermittent failures) relative to competing technologies for short-range datacenter connections, and we expect this technology to continue proliferating.”-James Schneider, Analyst, Goldman Sachs&nbsp;</blockquote><a href="https://stocktwits.com/symbol/CRDO">Credo stock</a> traded over 1% higher onThursday morning. However, on Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘low’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_19_083542_png_7fceb3cf9e.webp" alt="CRDO’s Sentiment Meter and Message Volume as of 09:35 a.m. ET on Feb. 19, 2026 | Source: Stocktwits" width="928" height="103"><figcaption>CRDO’s Sentiment Meter and Message Volume as of 09:35 a.m. ET on Feb. 19, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">AI Data Centers Drive Demand</h2>The surge in AI applications has fueled heavy investment in data infrastructure, benefiting suppliers of networking hardware. Schneider said that Credo’s vertically integrated model strengthens its competitive edge by allowing tighter control over design and production.Goldman expects copper-based systems to remain widely adopted for several years. Schneider said he is “encouraged by Credo’s diversification efforts into optical solutions for datacenters that can help sustain long-term growth.”CRDO stock has gained over 78% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-etsy-stock-jump-pre-market-today/cZRjUbJR4wx">Why Did Etsy Stock Jump 20% Pre-Market Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Credo Technology logo is displayed on a smartphone screen

Goldman Sachs Bets Big On Credo Technology, Highlights High-Speed Copper Cables As Key Driver In Booming AI Data Center Market

The firm assigned the company a ‘Buy’ rating and established a $165 price target, implying a potential 30% upside as of Wednesday’s closing price. 

Equity

The firm assigned the company a ‘Buy’ rating and established a $165 price target, implying a potential 30% upside as of Wednesday’s closing price. 


Should You Invest in the Vanguard Information Technology ETF (VGT)?

<ul class="summary-bullets"><li>Cloud revenue led the way, rising 14% year-on-year to $608.3 million, and operating income reached $176.2 million, growing 14% year-on-year.</li><li>The CEO said in Q4, AI's annual recurring revenue increased 66% year-on-year.&nbsp;</li><li>The board also approved a new $600 million share repurchase authorization, lifting total remaining buyback capacity to roughly $1 billion.</li></ul>NiCE (NICE) on Thursday announced steady revenue growth in the fourth quarter (Q4), capping a year marked by expanding cloud demand and rising AI-driven sales.&nbsp;The customer experience software provider also authorized a $600 million share buyback program and unveiled fresh guidance for 2026.<h2 class="st-heading-2">Fourth-Quarter Performance</h2>In Q4, total revenue climbed to $786.5 million, reflecting a 9% year-on-year (YoY) increase with an adjusted earnings per share (EPS) of $3.24. While revenue exceeded analysts’ consensus estimate of $779.94 million, EPS was in line, according to Fiscal AI data.&nbsp;Cloud revenue led the way, rising 14% YoY to $608.3 million. Operating income reached $176.2 million, growing 14% YoY, while operating margin improved 100 basis points to 22.4%.Following the earnings announcement,&nbsp;<a href="https://stocktwits.com/symbol/NICE">NiCE stock</a> traded nearly 9% higher in Thursday’s premarket.&nbsp;On Stocktwits, retail sentiment for the stock shifted to ‘extremely bullish’ from ‘bullish’ amid ‘high’ message volume.&nbsp;<blockquote>“In the fourth quarter 2025, AI ARR increased 66% year over year to $328 million, and AI was included in 100% of our new seven-figure CXone deals for the full year 2025, underscoring strong enterprise demand for our AI-native platform.”-Scott Russell, CEO, NiCE</blockquote><h2 class="st-heading-2">Capital Strategy, Buybacks And Outlook&nbsp;</h2>On February 18, the company secured a $300 million revolving credit facility arranged by JPMorgan Chase Bank, providing additional financial flexibility through early 2029. The board also approved a new $600 million share repurchase authorization, lifting total remaining buyback capacity to roughly $1 billion.NiCE projects first-quarter 2026 revenue between $755 million and $765 million, with adjusted EPS in the range of $2.45 to $2.55. For 2026, revenue is forecast between $3.17 billion and $3.19 billion, alongside adjusted EPS of $10.85 to $11.05.NICE stock has declined by over 445 in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/sam-altman-urges-caution-on-superintelligent-ai-biggest-risks-remain-unknown/cZRjwW5R4wu">Sam Altman Urges Caution On Superintelligent AI – Says Biggest Risks Remain Unknown</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of US CRM software company NICE Ltd. is displayed on a smartphone.

NICE Stock Shot Up 9% Pre-Market Today – Investors Cheer Upbeat Q4, $600M Buyback Plan

In the fourth quarter, total revenue climbed to $786.5 million, reflecting a 9% year-on-year increase with an adjusted earnings per share of $3.24.

<ul class="summary-bullets"><li>Adjusted net loss per share in the quarter was $0.14, compared to $0.31 in the prior quarter. Analysts on average expected loss per share of $0.22.&nbsp;</li><li>The company said that it expects FY2026 revenues to be within the range of $290 million to $320 million.</li></ul>Solaredge Technologies (<a href="https://stocktwits.com/symbol/SEDG">SEDG</a>) shares were down on Wednesday as its quarterly revenue declined from the year-ago quarter.&nbsp;The company reported revenues of $335.4 million, down 1.4% from $340.2 million in the prior quarter. However, it still beat analyst estimates of $270 million, as per data from fiscal.ai.&nbsp;<h2 class="st-heading-2">Q4 Snapshot</h2>Adjusted net loss per share in the quarter was $0.14, compared to $0.31 in the prior quarter. Analysts on average expected loss per share of $0.22.&nbsp;“We gained momentum last year, delivering strong year-over-year revenue growth and expanding our gross margins in each and every quarter. Our solid fourth quarter results continued this trend,” said Shuki Nir, Chief Executive Officer of Solaredge Technologies.&nbsp;During the quarter, approximately 98.8 thousand inverters, 2.87 million optimizers and 280 MWh of batteries for Photovoltaic (PV) applications were recognized as revenue, the statement said.&nbsp;<h2 class="st-heading-2">Outlook</h2>The company said that it expects FY2026 revenues to be within the range of $290 million to $320 million and said that the range does not include significant one-time or pull forward of revenue.&nbsp;Analysts on average were expecting FY2026 revenue to be $292.2 million.&nbsp;It said it expects adjusted gross margin to be within the range of 20% to 24% and adjusted operating expenses to be within the range of $88 million to $93 million.“2026 is about shifting to offense while keeping this discipline intact. We will focus on moving towards profitable growth, gaining share, scaling Nexis, and investing in new high-growth adjacencies such as AI data center power. And I believe 2026 will be a transformational year for SolarEdge that will take the company to the next level,” Nir added.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around SEDG trended in ‘extremely bullish’ territory amid ‘extremely high’ message volume.&nbsp;One bullish user predicted that SEDG stock will hit 3 digits in 2026.<stembedurl>https://stocktwits.com/mido89/message/645226938</stembedurl>One bearish user said that stock will end Wednesday’s trading at $30 if market reacts to the ‘awful’ earnings.&nbsp;<stembedurl>https://stocktwits.com/unnconscious/message/645212388</stembedurl>Shares in the company have risen 113% over the past year.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration a SolarEdge Technologies logo is seen on a smartphone

Solaredge Technologies Stock Dives After Q4 Earnings, Why Is Retail Divided?

The company reported revenues of $335.4 million, down 1.4% from $340.2 million in the prior quarter.

<ul class="summary-bullets"><li>The Falcon platform is available immediately on Microsoft Marketplace for those with full Microsoft Azure Consumption Commitment decrement eligibility.</li><li>The marketplace integration will simplify procurement and billing, enabling organizations to deploy CrowdStrike’s Falcon platform faster.</li><li>Customers can speed up protection, apply purchases toward Azure consumption commitments, and streamline operations by consolidating purchasing and billing.</li></ul>CrowdStrike (CRWD) and Microsoft Corp. (MSFT) announced on Wednesday that under a strategic alliance expansion, organizations will be able to purchase CrowdStrike’s Falcon platform through the Microsoft Marketplace.In a joint statement, the companies said that the expanded alliance will allow customers to buy Falcon with existing Microsoft Azure Consumption Commitment funds.The companies said the Falcon platform is available immediately on Microsoft Marketplace for those with full eligibility for the Microsoft Azure Consumption Commitment decrement.<h2 class="st-heading-2">Integration Benefits</h2>The marketplace integration will simplify procurement and billing, enabling organizations to deploy CrowdStrike’s Falcon platform faster across endpoints, cloud workloads, identity, AI, and data, according to the statement.Customers can speed up protection, apply purchases toward Azure consumption commitments, and streamline operations by consolidating purchasing and billing, reducing complexity while improving security deployment efficiency.“Security is the foundation for AI Transformation,” said Judson Althoff, CEO of Microsoft’s commercial business. “By enabling customers to apply their Azure Consumption Commitment in Microsoft Marketplace toward the Falcon platform, we are providing the financial flexibility they need to optimize cloud spend while adopting a rigorous security posture.”Meanwhile, George Kurtz, CEO and founder of CrowdStrike, said, “Adversaries don’t wait for budget cycles, and neither should security teams. By enabling customers to use Azure Consumption Commitment for CrowdStrike, we remove procurement friction and maximize the impact of the cloud investment they already have to stop breaches with the Falcon platform. Through ongoing collaboration with Microsoft, our ecosystem is broadening to meet the market’s broad-based demand for Falcon.”<h2 class="st-heading-2">What Are Stocktwits Users Saying?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/CRWD">CRWD shares</a> improved from ‘bearish’ to ‘neutral’ territory over the past 24 hours amid ‘high’ message volumes.Meanwhile, retail sentiment around <a href="https://stocktwits.com/symbol/MSFT">MSFT shares</a> slipped from ‘neutral’ to ‘bearish’ territory over the same period, even as messages remained in the ‘low’ levels.Shares of CRWD have declined more than 8% in the past year, while MSFT shares have fallen more than 2.5%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/what-is-sending-snap-shares-up-today/cZR0CYCR4vt">What’s Sending SNAP Shares Up Today?</a>

The CrowdStrike logo is being displayed on a smartphone in this photo illustration in Brussels, Belgium, on July 19, 2024. 

CrowdStrike’s Falcon Platform Goes Live On Microsoft Marketplace

The companies announced on Wednesday that under a strategic alliance expansion, organizations will be able to purchase CrowdStrike’s Falcon platform through the Microsoft Marketplace.

<ul class="summary-bullets"><li>Infleqtion expects quantum advantage at the 100-logical-qubit level by 2028, enabling breakthroughs in materials science.</li><li>Over time, quantum computing could expand into drug discovery and eventually tackle complex problems like breaking encryption, Kinsella added.</li><li>Kinsella views competition from tech giants as validation of the quantum opportunity and believes Infleqtion’s focused strategy positions it to outperform larger players.</li></ul>Fresh off its New York Stock Exchange debut on Tuesday, Infleqtion (INFQ) is turning its attention to the road ahead, emphasizing scale alongside investment in innovation. The company aims to ramp up sales of its quantum-sensing portfolio while advancing quantum computers toward commercial reality later this decade.In a conversation with Stocktwits, CEO Matthew Kinsella outlined the firm’s growth strategy and shared his perspective on the expanding opportunity within the broader quantum computing market.Congratulations on the business combination. So, where do you go from here?I'm making sure I tell the whole team that going public is not a finish line of any kind. It's refueling. It's supercharging. The answers are really twofold. In the quantum sensing side of our business, we have true quantum advantage, evidenced by the contract we announced with NASA, the clocks that we sell, and our quantum RF antennas. &nbsp;&nbsp; So we are going to continue to build out the go-to-market team and invest in R&amp;D to make that incredibly powerful technology smaller and cheaper. Think of us selling more sensors and investing in R&amp;D to drive down the cost and size of those products. That's one half of the answer.The other half of the answer is getting quantum computers to be commercially useful. We believe that will happen in 2028.So sell more quantum sensors. Get quantum computers to the point where they can do things that classical computers cannot, and then sell some quantum computers along the way. We've sold three already.As you work to make the technology more accessible, do you see a future where quantum solutions become practical for everyday applications as well?At the 100 logical cubit level, which we think we'll hit in 2028, we'll start to see quantum advantage in areas like materials science.Imagine if your iPhone could last a year on a charge, rather than just one night. How do we build more efficient jet fuels? If you think about what Elon Musk is struggling with right now with Starship, it's actually a material science problem. He needs to find materials that he can build these ships from that can withstand blast-off and return to Earth's orbit multiple times.&nbsp;&nbsp;&nbsp;That said, I think we have to go into this with a great deal of humility, because it's very hard to predict how these cutting-edge markets will develop over time.Over the past year, you’ve partnered with organizations including NASA and the Royal Navy. Which verticals are showing the most promise today?So our first commercialized product is our quantum clocks. The clocks which the world uses today to synchronize and operate critical infrastructure, ranging from RF networks to the electricity grid to data centers. They are basically part of this incredible GPS system that uses pretty precise clocks on satellites that orbit the Earth. But those clocks need to synchronize with these massive room-sized clocks on the Earth’s surface.The problem is that GPS is getting spoofed and denied more and more. The timing stamp isn't as reliable as it used to be. Our clocks provide better than GPS standard timing.The fact that these clocks are 100 to 1000 times more precise actually allows better performance of the underlying infrastructure, because better synchronization means you can eek more performance out of your infrastructure. So huge applications in the data center where everyone is trying to increase the performance of their underlying GPUs and get more out of the infrastructure that they have.If you look at the next-most-commercialized product in our portfolio, it’s our quantum RF antennas. We can turn atoms into antennas, and these atoms can receive the entire electromagnetic spectrum. There are obvious use cases in covert communications, the intelligence community, the Department of War, and all sorts of different military applications, but there's a very interesting, counterintuitive one in the high-frequency trading world.We can shrink massive antennas down to something very small, and that’s something that can be done for a fraction of the cost. Those huge antennas cost millions of dollars.&nbsp;&nbsp;Which segment currently generates the largest share of your revenue, and how do you expect that mix to evolve going forward?So, we did $29 million in revenue in 2024, and we were booked or awarded $50 million in 2025. Looking at 2024 revenue, it was skewed toward our sensing portfolio, but we also had a reasonable amount of compute revenue.&nbsp;As we look forward, I think we'll still see the majority of the opportunity for revenue generation, meaning greater than 50%, in the quantum sensing world. It will start to shift, though, toward quantum computing as quantum computers become commercially useful.Looking ahead, what types of partnerships will be most critical in shaping your company’s growth, and can you highlight a few key collaborations?Partnerships will remain an important part of our strategy going forward. And I'd think of them in a few different buckets – first, just with our customers. The U.S. and UK governments are very close partners, as we work with them to deploy our technologies and help them develop new ones.We announced a partnership with Safran. We are going to work with them to integrate some of their time transfer protocols that they've developed, so we can transfer time from our boxes more efficiently and also take advantage of the existing distribution networks they have.NVIDIA is another partnership I would highlight, and I'd also mention some U.S. government partners, but NASA is obviously an incredibly important partner for us as we continue to work to send more quantum into space.As the company scales, what are the bottlenecks you have faced, and what do you see as the biggest hurdles going forward?Well, I always think about the potential challenges that technology companies encounter in three buckets. You have technology challenges, execution challenges, and, finally, financing challenges that are also opportunities.I feel like we've got the technology where we need it, and now it's just following our roadmap to reach quantum advantage and computing. We're already there in our sensing portfolio. So, the technology we have faced challenges that effectively put risk off the table.Financing had always been a risk. It is always a risk for deep technology companies. We just took that risk off the table by raising $550 million in this transaction. So now it's all about execution. So that's the challenge we have control over and can execute.By simplifying complex technologies, your company could become an attractive acquisition target amid rising competition. How are you positioning the company to navigate this?Yeah, you mentioned the big players, IBM, Google, and Microsoft, all setting their sights on quantum. And the way I look at that is that it is very validating: the quantum opportunity is real, and these companies are focused on it.I do think you'll see consolidation in this market. It's natural for a deep-tech market to start consolidating at some point. I'm taking the company down this path because I think we have the opportunity to build a generational business here, and that's what I'm focused on. But if acquisition opportunities come along, we'll have to take them to the board and evaluate them on a case-by-case basis.Editor’s Note: The interview has been edited for clarity and length.Read also:<a href="https://stocktwits.com/news-articles/markets/equity/infleqtion-goes-public-ceo-calls-it-refueling-pitstop-interview/cZRWAkjR4uw/amp">&nbsp;Exclusive: Infleqtion Goes Public, But CEO Matthew Kinsella Believes It’s Just A ‘Refueling’ Pitstop</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Quantum Computing, Quantum Physics, Quantum mechanics, Science, Technology. (Representative image courtesy of Just_Super via Getty Images)

Exclusive: Infleqtion CEO Matthew Kinsella Outlines Post-IPO Playbook — Scale Quantum Sensing Portfolio, Deliver Commercially Viable Quantum Computers By 2028

In an exclusive interview with Stocktwits, CEO Kinsella highlighted growing demand for Infleqtion’s quantum sensing technologies, including ultra-precise clocks to counter GPS vulnerabilities.

<ul class="summary-bullets"><li>Lumentum Holdings surged to an all-time high of $616.52 on Tuesday.</li><li>Earlier this month, Lumentum reported Q2 2026 earnings results, posting a 65.5% year-on-year leap in quarterly revenues.&nbsp;</li><li>BofA analyst Vivek Arya raised the firm's price target on Lumentum to $600 from $520 and kept a ‘Neutral’ rating on the shares after it posted its results.</li></ul>Shares of Lumentum Holdings Inc. (LITE) surged to an all-time high of $616.52 on Tuesday, even as the company garnered attention from Wall Street.Earlier in the day, Mizuho raised its price target on Lumentum to $645 from $525, representing an upside of about 5.67% from its price levels of $610.36 at the time of writing.The analyst kept an ‘Outperform’ rating on the shares of the company, according to TheFly.Meanwhile, LITE shares were among the top-trending stocks on Stocktwits at the time of writing.<h2 class="st-heading-2">Blowout Q2 Results</h2>Earlier this month, on Feb. 3, Lumentum posted second-quarter (Q2) 2026 earnings results, reporting a 65.5% year-on-year leap in quarterly revenues.The company’s revenues came in at $665.5 million, exceeding analyst expectations of $652.08 million, as per data from Fiscal.ai. Meanwhile, the company posted earnings per share (EPS) of $1.67, compared to street expectations of $1.41.Lumentum’s third-quarter (Q3) guidance also exceeded market expectations. Revenue forecasts were in the range of $780 million to $830 million, compared to Wall Street estimates of $808.73 million. The company expects diluted earnings per share in the range of $2.15 to $2.35.The company said that much of its growth came from cloud transceivers, optical circuit switches (OCS), and co-packaged optics (CPO).President and CEO of the company, Michael Hurlston, said in the earnings release that while the company’s forward guidance calls for more than 85% revenue growth, the company is only starting out on opportunities in its OCS and CPO segments.“In OCS, we are scaling rapidly to meet extraordinary customer demand that has already driven our backlog well beyond $400 million. In CPO, we received an incremental multi-hundred-million-dollar order, deliverable in the first half of the calendar 2027,” Hurlston said.Following its earnings release, the company received multiple price target updates. BofA analyst Vivek Arya raised the firm's price target on Lumentum to $600 from $520 and kept a ‘Neutral’ rating on the shares.Meanwhile, Citi analyst Papa Sylla raised the firm's price target on Lumentum to $560 from $450 and kept a ‘Buy’ rating on the shares, saying that the firm’s consensus estimates do not fully reflect the company’s AI growth potential.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/LITE">LITE shares </a>remained in the ‘bearish’ territory over the past 24 hours amid ‘low’ message volumes.One user said that not only was the company testing new highs, it was also sustaining the growth. They predicted a price of $650 by the end of the week.<stembedurl>https://stocktwits.com/TulipCraze/message/645151563</stembedurl>&nbsp;Shares of LITE have gained more than 657% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/fed-barr-signals-pause-on-rate-cuts-until-goods-inflation-eases-report/cZRWssSR4uC">Fed’s Barr Signals Pause On Rate Cuts Until Goods Inflation Clearly Eases: Report</a>

In this photo illustration, the Lumentum Holdings logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

LITE Shares Garner Attention After Hitting All-Time High, Price Target Update

Mizuho raised its price target on Lumentum to $645 from $525 and kept an ‘Outperform’ rating on the shares. 

<ul class="summary-bullets"><li>Analysts at B. Riley hiked their price target for Corsair to $7 from $6, while keeping a ‘Neutral’ rating on the stock.</li><li>The firm noted Corsair’s beat across the revenue, margins, and Performance Memory sales.</li><li>However, Craig-Hallum analyst Tony Stoss pointed to Corsair’s revenue guidance of $1.4 billion for the fiscal year 2026, reflecting a year-on-year decline.</li></ul>Corsair Gaming Inc. (CRSR) shares are soaring on Friday morning, trading more than 58% higher, following the gaming brand’s fourth-quarter (Q4) earnings beat and a $50 million share repurchase program.However, Wall Street is divided about the stock’s prospects, with some firms trimming their price targets, while others have given the stock a thumbs up.Corsair reported earnings per share (EPS) of $0.43 on revenue of $437 million in Q4, while the consensus estimate was for an EPS of $0.27 on revenue of $422 million, according to TheFly.<h2 class="st-heading-2">What Are Analysts Saying?</h2>Analysts at B. Riley hiked their price target for Corsair to $7 from $6, while keeping a ‘Neutral’ rating on the stock.The firm noted Corsair’s beat across the revenue, margins, and Performance Memory sales. B. Riley said that while Corsair's preliminary 2026 guidance is cautious, the gaming company’s $50 million share repurchase program and the Q4 earnings beat highlight more positives than negatives for Corsair.However, the analysts said that the current operating conditions in the market may limit Corsair’s sustained momentum.Analysts at Barclays trimmed their price target for CRSR to $8 from $9, while keeping an ‘Overweight’ rating on the stock.Craig-Hallum analyst Tony Stoss pointed to Corsair’s revenue guidance of $1.4 billion for the fiscal year 2026, reflecting a year-on-year decline. The company reported $1.47 billion in fiscal 2025 revenue.However, the firm said that Corsair’s guidance for an increase in adjusted earnings before interest, taxes, depreciation, and amortization (AEBITDA) implies continued benefits from memory pricing, as the company focuses on higher-margin business. Craig-Hallum lowered its price target for Corsair to $8 from $10, while keeping a ‘Buy’ rating on the shares.Baird analysts also lowered their price target for Corsair to $6 from $7, while keeping a ‘Neutral’ rating on the stock.According to Koyfin data, the 12-month average price target for Corsair shares is $8.19, implying a nearly 16% upside from current levels. Of the eight analysts covering the stock, four have a ‘Strong Buy’ or ‘Buy’ rating, while the other four have a ‘Hold’ recommendation.<h2 class="st-heading-2">Corsair Says It Is Focusing On Improving Quality Of Growth</h2>The gaming company said in its announcement that it is focusing on the quality of growth by investing in platforms that can scale across its portfolio.“Successful new product launches, smart inventory management, coupled with our supply chain flexibility, enabled us to navigate a memory-constrained market, shifting trade regulations and tariffs,” said Corsair CEO Thi La.The company said that while its FY26 revenue is expected to decline 5% YoY, the Gamer and Creator Peripherals segment is expected to grow in double digits. However, it remains cautious about its Gaming Components and Systems segment due to ongoing global semiconductor shortages.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/CRSR">Corsair</a> trended in the ‘neutral’ territory. SMR stock was among the top three trending tickers on the platform at the time of writing.<a href="https://stocktwits.com/symbol/CRSR">CRSR stock</a> is up 22% year-to-date, but down 42% over the past 12 monthsAlso See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/goldman-sachs-david-solomon-warns-of-shocks-if-deficit-not-controlled/cZR5xtUR4t5">Goldman Sachs CEO David Solomon Warns Of 'Shocks' If Deficit Is Not Brought Under Control And Growth Rate Is Not Brought Up: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

CRSR Stock Is Soaring Today After Corsair’s Q4 Beat, $50M Share Repurchase Program – But Wall Street Is Divided

Despite Corsair’s fourth-quarter earnings beat, some firms on Wall Street trimmed their price targets, while others have given the stock a thumbs up.

<ul class="summary-bullets"><li>The co-founder also said that VRT stock is a holding in the Deepwater Frontier Tech ETF $LOUP.</li><li>In the latest quarter, Vertiv posted revenue of $2.88 billion, in line with analyst estimates, but beat street expectations on adjusted EPS.&nbsp;</li><li>The company said that it expects revenue between $13.25 billion and $13.75 billion for the upcoming year, implying growth of 27% to 29%.</li></ul>Deepwater Asset Management’s co-founder Gene Munster thinks Vertiv Holdings Co. (VRT) can continue its better-than-expected growth journey for multiple years.In an X <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/munster_gene/status/2021699561014673787">post</a> on Wednesday, Munster said that artificial intelligence inference is just building, and indicated that demand for infrastructure will contribute to Vertiv’s growth.Earlier in the day, the company reported strong fourth-quarter (Q4) results and issued an upbeat outlook for 2026, attributing the growth to growing AI demand and data center expansion.<h2 class="st-heading-2">The Growth Bet</h2>Munster cited Vertiv’s quarterly results beat and guidance in his post on X, saying, “Investors’ central question remains: how long can this better-than-expected growth last? I believe it can continue for multiple years, as the inference build is just beginning and the required infrastructure appears many times larger than the current AI training buildout.”Munster also said that VRT stock is a holding in the Deepwater Frontier Tech ETF $LOUP. According to the company’s website, the stock is among the top 10 holdings in the exchange-traded fund, with a 3.84% weight as of Wednesday.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_12_at_4_47_57_AM_png_36ebe90be5.webp" alt="Screenshot 2026-02-12 at 4.47.57 AM.png" width="1177" height="600"></figure>&nbsp;Meanwhile, Evercore ISI raised the price target on Vertiv to $280 from $210 and maintained an ‘Outperform’ rating on the shares after the quarterly results, as per TheFly. The analyst called the results "an impressive print," and said that Vertiv was structurally positioned for sustained growth as one of the few providers capable of delivering end-to-end prefabricated data center solutions at scale.<h2 class="st-heading-2">Earnings Results And Outlook</h2>In the latest quarter, Vertiv <a href="https://stocktwits.com/news-articles/markets/equity/why-did-vertiv-stock-surge-pre-market-today/cZb6OJ7R4qj">posted</a> a 23% jump in revenue, coming in at $2.88 billion, in line with analyst estimates. However, the company beat adjusted EPS expectations of $1.29, clocking in at $1.36.Meanwhile, Vertiv said that it expects revenue between $13.25 billion and $13.75 billion for the upcoming year, implying growth of 27% to 29%. For the first quarter of 2026, the company expects revenue between $2.5 billion and $2.7 billion, and adjusted EPS of $0.95 to $1.01.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/VRT/">VRT stock</a> jumped to ‘extremely bullish’ from ‘bullish’ territory over the past day. Message volume increased to ‘extremely high’ from ‘high’ levels.VRT shares have more than doubled in the last 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/bill-ackman-takes-stake-in-meta-flags-significant-upside-potential-from-ai/cZb6o8IR4AW">Bill Ackman Takes Stake In Meta, Flags ‘Significant Upside Potential From AI’</a>

In this photo illustration, the Vertiv Holdings company logo is seen displayed on a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)

How Long Can Vertiv Sustain Its Strong Growth? Here’s What Deepwater’s Munster Thinks

In an X post on Wednesday, Gene Munster said that AI inference is just building, and indicated that demand for infrastructure will contribute to Vertiv’s growth. 

<ul class="summary-bullets"><li>For the first quarter of 2026, the company expects sales between $2.5 billion and $2.7 billion and adjusted EPSof $0.95 to $1.01.</li><li>In Q4, the company posted a revenue of $2.88 billion, a 23% year-on-year jump, and an adjusted EPS of $1.36.</li><li>The company’s order backlog climbed to $15 billion in Q4, more than doubling year-on-year.</li></ul>Vertiv Holdings Co. (VRT) delivered a strong finish to 2025 and issued an upbeat outlook for 2026, citing sustained demand tied to artificial intelligence and data center expansion.&nbsp;The digital infrastructure provider reported sharp gains in revenue, profitability and orders during the fourth quarter (Q4), while forecasting double-digit growth in the year ahead.Following the earnings report,&nbsp;<a href="https://stocktwits.com/symbol/VRT">Vertiv stock</a> traded over 12% higher in Wednesday’s premarket.&nbsp;<h2 class="st-heading-2">2026 Outlook</h2>For 2026, Vertiv expects revenue between $13.25 billion and $13.75 billion, implying organic growth in the range of 27% - 29%. Adjusted diluted earnings per share (EPS) are projected in a range of $5.97 to $6.07. Analysts see a revenue of $12.39 billion and a EPS of $5.33, according to Koyfin data.&nbsp;For the first quarter of 2026, the company expects sales between $2.5 billion and $2.7 billion and adjusted EPSof $0.95 to $1.01.On Stocktwits, retail sentiment around Vertiv jumped to ‘bullish’ from ‘neutral’ territory the previous day. Message volume shifted to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;<h2 class="st-heading-2">Q4 Financial Performance&nbsp;</h2>In Q4, the company posted a revenue of $2.88 billion, a 23% year-on-year jump, and an adjusted EPS of $1.36. While revenue was in line with analysts’ consensus, EPS came in above the $1.29 estimate, according to Fiscal AI data.&nbsp;<blockquote>“As we look to 2026, we expect this momentum to continue. Our record backlog provides clear visibility into what we expect to be another year of significant growth."-Giordano Albertazzi, CEO, Vertiv</blockquote>The company’s order backlog climbed to $15 billion, more than doubling YoY, while its book-to-bill ratio approached three times.VRT stock has gained over 61% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/pony-ai-stock-msci-china-index-robotaxi-toyota-production-2026/cZb69h5R4qK">This AI Autonomous Driving Firm Joins MSCI China Index —What’s On The Cards?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, the logo of Vertiv Holdings Co is displayed on a smartphone screen. (Photo illustration by Cheng Xin/Getty Images)

Why Did Vertiv Stock Surge 12% Pre-Market Today?

For 2026, Vertiv expects revenue between $13.25 billion and $13.75 billion, implying organic growth in the range of 27% - 29%.

VRT Stock Surges Pre-Market On Blowout 2026 Forecast On AI Data Centre Demand 

For 2026, Vertiv expects revenue between $13.25 billion and $13.75 billion, implying organic growth in the range of 27% - 29%.


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