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Alpha Tau Medical Ltd. is a clinical-stage oncology therapeutics company, which focuses on the research, development, and commercialization of diffusing alpha-emitters radiation therapy for the treatment of cancer. The firm is involved in the clinical trials at cancer centers with indications that include skin cancer, oral cavity cancer, breast cancer, and pancreatic cancer. The company was founded by Uzi Sofer, Yona Keisari, and Itzhak Kelson in November 2015 and is headquartered in Jerusalem, Israel.

Alpha Tau Medical Ltd

ALPHA TAU MEDICAL LTD

Alpha Tau Medical is experiencing strong momentum as investors anticipate the upcoming pancreatic cancer data presentation at Digestive Disease Week, which serves as a major catalyst for the stock. Community members are actively discussing the company's clinical progress, recent trial expansions, and the expectation that these milestones will drive the share price significantly higher.

Cue Biopharma, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of immunotherapies to treat cancer and autoimmune diseases. Its products include CUE-400 series (autoimmune diseases), CUE-500 series (targeted cell depletion), and CUE-100 series (Oncology). The company was founded by Ronald D. Seidel III, Steven Almo, and Rodolfo Chaparro on December 31, 2014 and is headquartered in Boston, MA.

Cue Biopharma Inc

Cue Biopharma is trending due to a combination of a significant pipeline update regarding its CUE-401 autoimmune candidate and a fresh milestone payment from its partnership with Boehringer Ingelheim. The community is actively debating the company's long-term pivot toward autoimmune therapies under new leadership, while traders weigh the impact of potential financial restructuring against the stock's recent volatility.

Roblox Corp. engages in the provision of online gaming services. Its platform consists of Roblox Client, Roblox Studio, and Roblox Cloud. Roblox Client is an application that allows users to explore 3D digital worlds. Roblox Studio is the toolset that allows developers and creators to build, publish, and operate 3D experiences and other content accessed with Roblox Client. Roblox Cloud includes the services and infrastructure that power the human co-experience platforms. The company was founded by Erik Cassel and David B. Baszucki in March 2004 and is headquartered in San Mateo, CA.

Roblox Corporation - Ordinary Shares - Class A

Roblox Corp.

Roblox is experiencing intense selling pressure following a disappointing quarterly report that featured lowered forward bookings guidance and engagement concerns, leaving the community deeply divided over its long-term viability. While some investors are aggressively buying the dip, citing user growth potential and strong cash flow, critics are actively shorting the stock, citing ongoing regulatory scrutiny regarding child safety and lackluster profitability.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk (SNDK) is facing intense market volatility following a blowout earnings report that shattered expectations, yet triggered a sell-the-news reaction as investors digest the stock's massive year-to-date rally. The community is actively debating the sustainability of this growth, with many focused on a newly announced share buyback program as a sign of management's confidence in an undervalued stock, while others warn of potential exhaustion after a parabolic move.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit is seeing significant movement and heavy community discussion as investors anticipate a major earnings print, with many debating whether the companys monetization of user data and community engagement will lead to a breakout or a post-earnings sell-off. Bulls are highlighting recent top and bottom-line growth as evidence of a maturing ad engine, while bears remain focused on potential user growth stagnation and the volatile historical reaction to the stock's previous quarterly results.

Akanda Corp. is a cannabis cultivation, manufacturing, and distribution company, which engages in the provision of premium quality and ethically sourced medical cannabis products to patients. The company cultivates and processes natural cannabis at facilities in the Kingdom of Lesotho, Africa and intend to supply medicinal-grade cannabis biomass, cannabis flower, and cannabis concentrates to wholesalers. It also imports and sells medical cannabis-based products. The company was founded on July 16, 2021 and is headquartered in New Romney, the United Kingdom.

Akanda Corp

Akanda Corp is experiencing a parabolic rally driven by a micro-float and extreme short squeeze conditions, with borrowing fees near 1000% fueling retail excitement. The community is actively debating the stock's potential to reach triple digits, while cautioning that the lack of fundamental catalysts creates a highly volatile environment prone to rapid corrections.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple is seeing heavy community debate following a robust quarterly report that featured record revenue and a massive share buyback, even as some investors question the stock's valuation and the upcoming leadership transition to John Ternus. Traders are actively analyzing the company's forward guidance and the potential impact of rising memory costs on future margins.

Senseonics Holdings, Inc. is a medical technology company, which engages in the development and manufacture of glucose monitoring products. Its primary product is the brand Eversense CGM (continuous glucose monitoring) including sensors, smart transmitters, and mobile applications. The company was founded on June 26, 2014 and is headquartered in Germantown, MD.

Senseonics Holdings Inc

Senseonics Holdings is facing significant downward pressure and intense community scrutiny following the announcement of an 80 million dollar common stock and pre-funded warrant offering. Investors are actively debating the necessity of this dilution, with many expressing deep frustration over the company's capital management, leadership performance, and the threat of another potential reverse split.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global is attracting significant investor attention following a powerful earnings report where it beat revenue expectations and raised guidance, highlighting the success of its AI-driven Athena platform. The community is actively debating the stock's potential for a short squeeze and its long-term growth prospects, with many bulls emphasizing its consistent beat-and-raise history as evidence of strong operational execution.

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

NVIDIA is currently seeing heightened volatility and intense community debate as the stock faces downward pressure despite significant AI-driven capital expenditure trends across the tech sector. Investors remain divided, with some pointing to competition from custom silicon and market manipulation, while others view the pullback as a buying opportunity given the company's entrenched role in the AI hardware stack.

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ETFs to Watch as Alphabet Rides Cloud Surge, Beats Estimates

Alphabet stuns with a 93% earnings beat as cloud and AI fuel growth, lifting shares and spotlighting ETFs with heavy exposure.

ETFs to Watch as META Shares Tumble Despite Q1 Earnings Beat

 Meta slides after earnings beat as higher 2026 capex and weak user metrics spook investors, putting META-heavy ETFs like VOX in focus.

A person holds a smartphone in vertical orientation displaying the red N logo of Netflix in front of a blurred background showing the company name in bold red letters on July 13, 2025. 

Buy NFLX Stock Dip? Wall Street Analysts Stay Bullish While Cathie Wood’s Ark Piles In After Post-Earnings Slide

Netflix’s dull second-quarter forecast and the exit of co-founder Reed Hastings triggered a drop in shares last week.

Equity

Netflix’s dull second-quarter forecast and the exit of co-founder Reed Hastings triggered a drop in shares last week.


<ul class="summary-bullets"><li>The job cuts span several divisions but primarily target Disney’s marketing operations, recently consolidated under Asad Ayaz.</li><li>D’Amaro said the affected positions fall under a wider review aimed at improving efficiency across departments.</li><li>Disney has previously cut over 8,000 jobs as part of earlier restructuring efforts launched under former CEO Bob Iger.</li></ul>Walt Disney Co. (DIS) is reportedly reducing its global workforce by roughly 1,000 positions as newly appointed CEO Josh D’Amaro moves quickly to reshape the entertainment giant’s organizational structure.&nbsp;According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-04-14/disney-is-cutting-1-000-jobs-in-first-layoffs-under-new-ceo">report</a>, the layoffs mark Amaro’s first major workforce decision since taking over leadership and come amid a broader push to streamline operations across divisions.<h2 class="st-heading-2">Leadership Shift And Restructuring Push</h2>The reductions affect multiple parts of the company but are mainly focused within Disney’s marketing operations, which have recently been unified under chief marketing and brand officer Asad Ayaz, the report said.&nbsp;It added that D’Amaro informed employees through an internal memo that the company is rethinking how it operates in a rapidly evolving media landscape, and that the affected roles are part of a broader review of efficiency across departments.<a href="https://stocktwits.com/symbol/DIS">Walt Disney stock</a> traded over 1% higher on Tuesday afternoon. D’Amaro took charge in March, becoming the first executive to ascend from Disney’s Parks and Experiences division, which has increasingly emerged as the company’s primary profit driver.<h2 class="st-heading-2">Disney’s Financial Performance&nbsp;</h2>Disney’s first-quarter earnings showed a mixed picture. Theme parks delivered record revenue, supported by strong visitor spending and new attractions, while streaming operations continued to post positive operating income.&nbsp;However, traditional television and sports divisions remained under pressure due to rising content costs and shifting consumer behavior. According to The Wall Street Journal&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/business/media/disney-planning-layoffs-under-new-ceo-damaro-f1fe10a3">report</a>, over the past several years, Disney has already eliminated more than 8,000 roles following earlier restructuring efforts initiated under former CEO Bob Iger.<h2 class="st-heading-2">What Are Retail Traders Saying?&nbsp;</h2>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_04_14_130558_png_9e293211f1.webp" alt="DIS’s Sentiment Meter and Message Volume as of 12:30 p.m. ET on Apr.14, 2026 | Source: Stocktwits" width="929" height="100"><figcaption>DIS’s Sentiment Meter and Message Volume as of 12:30 p.m. ET on Apr.14, 2026 | Source: Stocktwits</figcaption></figure>A Stocktwits user said layoffs in marketing are an early sign of cost-cutting and a defensive move.<stembedurl>https://stocktwits.com/mgentleman/message/650240939</stembedurl>DIS stock has declined by over 9% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/snal-stock-surges-nine-month-high-analyst-flags-over-800-upside-on-ark-deal-revision/cZJq9hfRIH6">SNAL Stock Surges To 9-Month High – Analyst Sees Over 800% Upside Potential On ARK Deal Revision</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Sign for the media brand Disney Store on 6th April 2026 in London, United Kingdom. 

Layoffs At Disney? 1,000 Jobs Reportedly Eliminated As New CEO Josh D’Amaro Pushes Major Restructuring Drive

According to a Bloomberg report, D’Amaro told employees in an internal memo that the company is reassessing its operations amid a fast-changing media environment.

<ul class="summary-bullets"><li>The late-February rally signaled investor approval, as exiting the deal eased concerns over competition and regulatory hurdles.</li><li>Netflix’s global user base has surpassed 300 million, with increasing focus on generating revenue from its ad-supported plan.</li><li>Analysts expect a first-quarter revenue of $12.17 billion and an earnings per share of $0.77.</li></ul>Netflix Inc. (NFLX) is drawing attention as it approaches its first-quarter earnings report on Thursday, with investors closely watching whether the streaming giant’s increased focus on independence and profitability can sustain its recent stock rebound.The company’s stock performance in Q1 reflected a turnaround, with a over 9% gain, nearly double the 5% growth for the whole year in 2025.&nbsp;<h2 class="st-heading-2">Strategic Reset Pays Off</h2>The turning point came in late February, when Netflix abandoned its high-profile pursuit of Warner Bros. Discovery (WBD), opting instead to pay a $2.8 billion breakup fee and avoid additional financial risk.&nbsp;The stock’s surge in late February reflected investor optimism, with the move to back out from the deal seen as favorable amid aggressive rival bids and ongoing regulatory concerns.“The transaction we negotiated would have created shareholder value with a clear path to regulatory approval. However, we’ve always been disciplined, and at the price required to match Paramount Skydance’s latest offer, the deal is no longer financially attractive, so we are declining to match the Paramount Skydance bid,” said Netflix.&nbsp;<a href="https://stocktwits.com/symbol/NFLX">Netflix stock</a> inched 0.4%higher in Monday’s premarket. On Stocktwits, retail sentiment around the stock changed to ‘bullish’ from ‘extremely bullish’ territory the previous day amid ‘high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_13_062847_png_5c0d8abb8c.webp" alt="PLTR’s Sentiment Meter and Message Volume as of 06:30 a.m. ET on Apr.13, 2026 | Source: Stocktwits" width="925" height="99"><figcaption>PLTR’s Sentiment Meter and Message Volume as of 06:30 a.m. ET on Apr.13, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Three Key Growth Drivers</h2>Netflix now has more than 300 million global users, with a growing emphasis on monetizing its ad-supported tier.Ahead of the earnings, investors are focusing on three major levers. First, Netflix’s ad-supported tier is emerging as a critical revenue stream, with guidance to double annual ad sales to $3 billion in 2026. Second, recent price increases across subscription plans will test customer retention. Third, the company’s push into live sports and gaming, aiming to create content that attracts both viewers and advertisers.On April 9, Morgan Stanley initiated coverage with an Overweight rating and raised their price target to $115 from $110, according to TheFly. The firm said Netflix is positioned to deliver a consistent double-digit revenue increase, with earnings and free cash flow growing at an annualized rate of 20%.According to Fiscal AI data, analysts see Q1 revenue of $12.17 billion and an earnings per share (EPS) of $0.77.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/coreweave-crvw-stock-macquarie-upgrade-ai-infrastructure/cZJFtlaRIMA">CRWV Stock Slips Pre-Market Even As Macquarie Flags 40% Upside</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Netflix logo is seen displayed on a smartphone screen. 

Netflix’s Q1 Rally Outpaces 2025 Growth – Will Earnings This Week Justify The Run-Up?

In late February, Netflix dropped its bid for Warner Bros. Discovery, opting for a $2.8 billion breakup fee rather than incurring additional financial risk.

<ul class="summary-bullets"><li>The app offers children aged eight and under an interactive space to engage with popular characters.</li><li>The platform is now available in the U.S., Canada, the U.K., Australia, the Philippines, and New Zealand, with a global rollout scheduled for April 28.</li><li>Netflix is refocusing its gaming strategy on TV-based and family-oriented titles.</li></ul>Netflix Inc. (NFLX) on Monday launched the “Netflix Playground” app, expanding its lineup for young audiences with a new interactive space and an array of preschool programming.&nbsp;The streaming giant’s latest offering aims to combine entertainment, learning, and play in one curated environment.&nbsp;<h2 class="st-heading-2">Launch And Availability</h2>Designed for kids aged eight and under, Netflix Playground lets children interact with favorite characters like Peppa Pig and Sesame Street friends. The platform includes games that are fully playable offline, free of ads and in-app purchases, now accessible in the U.S., Canada, the U.K., Australia, the Philippines, and New Zealand, with a global rollout set for April 28.Additional offerings include Storybots, Dr. Seuss adventures like The Sneetches and Red Fish, Blue Fish, and creative experiences such as coloring pages and Bad Dinosaurs musical play.<blockquote>"We’re building a world where kids can not only watch their favorite stories, they can step inside them and interact with their favorite characters.”-John Derderian, Netflix Vice President of Animation Series + Kids &amp; Family TV.</blockquote><a href="https://stocktwits.com/symbol/NFLX">Netflix stock</a> inched 0.2% higher on Monday afternoon. On Stocktwits, retail sentiment around the stock jumped to ‘bullish’ from ‘neutral’ territory the previous day. Message volume shifted to ‘high’ from ‘low’ levels in 24 hours.&nbsp;&nbsp;&nbsp;<h2 class="st-heading-2">Strategic Shift In Gaming</h2>According to a Verge&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theverge.com/entertainment/907293/netflix-playground-kids-games-app">report</a>, Netflix has shifted its gaming strategy toward family-friendly, TV-based experiences, moving away from ambitious indie projects and large-scale massively multiplayer online (MMO) ventures like Spirit Crossing. Upcoming releases include cloud-enabled titles such as a FIFA game timed with the World Cup, signaling the company’s broader focus on accessible entertainment.On March 26, Netflix increased the cost of its Standard subscription in the U.S. and phased out its Basic plan. The Standard with Ads tier now costs $8.99 per month, while the Standard plan costs $19.99 per month. These rates apply to new subscribers.NFLX stock has gained over 5% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/seagate-stock-draws-investor-attention-as-morgan-stanley-sees-strong-storage-drive-demand-through-2028/cZJ4p4cRIYQ">Seagate Stock Draws Investor Attention As Morgan Stanley Sees Strong Storage Drive Demand Through 2028</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Netflix, Inc. (NASDAQ: NFLX) releases a financial earnings report on October 21, 2025. 

NFLX Stock Registers Mild Gains But Draws Significant Attention Today – What’s The New ‘Netflix Playground’ App About? 

The platform offers games that can be played entirely offline, with no ads or in-app purchases.

<ul class="summary-bullets"><li>The court concluded that Reddit's claims allege extra elements that are qualitatively different from the rights protected by the Copyright Act.</li><li>In June last year, Reddit filed a lawsuit against Anthropic in the San Francisco Superior Court, alleging breach of contract and unjust enrichment.</li><li>Anthropic has been trying to keep the case in Federal Court by arguing that Reddit’s case implicates federal copyright law and thus must remain there.</li></ul>Reddit (<a href="https://stocktwits.com/symbol/RDDT">RDDT</a>) stock jumped&nbsp;nearly 3% on Friday after the U.S. District Court for the Northern District of California, granted Reddit's motion to remand against Anthropic.Motion of remand is a legal request to send the case back to where it was originally removed.&nbsp;According to a ruling posted on its website, the court concluded that Reddit's claims allege extra elements that are qualitatively different from the rights protected by the Copyright Act. “Accordingly, Plaintiff's Motion to Remand is tentatively GRANTED, and this action should be returned to the San Francisco Superior Court,” the filing said.“After reviewing the parties’ briefs, the relevant legal authority and the pleadings, the Court tentatively finds that while Reddit’s content at issue may fall within the broad subject matter of copyright, none of the asserted causes of action against Defendant Anthropic PBC seeks to vindicate rights equivalent to those protected by copyright,” the court added.<h2 class="st-heading-2">Anthropic’s Efforts</h2>Anthropic has been trying to keep the case in Federal Court by arguing that Reddit’s case implicates federal copyright law and thus must remain there.Anthropic last year said that Reddit’s allegation that Anthropic scraped the platform’s user posts to train its large language model is a “quintessential” copyright claim. It said in a court filing that “federal court is the proper forum for Reddit’s claims.”<h2 class="st-heading-2">Reddit’s Claims</h2>Reddit&nbsp;had filed a lawsuit against Anthropic in the San Francisco Superior Court last year in June, alleging a breach of contract, unjust enrichment, tortious interference, and unfair competition. Anthropic had moved the case to Federal Court in July.Reddit has also said that its claims in the lawsuit against Anthropic aren’t completely preempted by U.S. copyright law because each of them contains an extra element that isn’t required for a copyright claim.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around RDDT&nbsp;stock trended in ‘neutral’ territory amid ‘high’ message volume.One user predicted that Reddit would win the case or reach a settlement with Anthropic in view of the AI firm’s potential IPO.<stembedurl>https://stocktwits.com/WoofGangDuck/message/648106266</stembedurl>Shares in the company have fallen 40% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Reddit logo is seen displayed on a smartphone. 

Reddit Stock Up After Receiving ‘Motion To Remand’ Against Anthropic In Scraping Row

U.S. District Court for the Northern District of California said that Reddit’s case against Anthropic should return to the San Francisco Superior Court.

<ul class="summary-bullets"><li>Retail users dismissed concerns over the delay, highlighting that it would not impact earnings.&nbsp;</li><li>In January, Meta beat street expectations for revenue and earnings in its Q4 results, posting a 24% growth in revenue.</li><li>Meta expects to report Q1 2026 revenue in the range of $53.5 billion to $56.5 billion.</li></ul>Shares of Meta Platforms Inc. (META) declined the most since Oct. 30, 2025, falling more than 4% in Friday’s trading hours after reports indicated that the release of the company’s latest artificial intelligence model, code-named Avocado, would be delayed.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260314_121344495_png_8cfbfc7a2f.webp" alt="koyfin_20260314_121344495.png" width="2400" height="1240"></figure>&nbsp;Earlier on Friday, The New York Times <a href="https://stocktwits.com/news-articles/markets/equity/why-is-meta-stock-down-in-premarket-today/cZdDIxFRIan">reported</a> that the flagship AI model had failed to meet internal benchmarks, underperforming its rivals like Google, OpenAI, and Anthropic.Meanwhile, retail sentiment around <a href="https://stocktwits.com/symbol/META">META shares</a> jumped from ‘bearish’ to ‘bullish’ territory over the past 24 hours, climbing up despite the news.<h2 class="st-heading-2">What Did Stocktwits Users Say?</h2>One bullish user dismissed concerns over the delay, calling it a ‘Fear, Uncertainty, and Doubt’ situation. The user said Meta would report blowout earnings again in the April quarter.<stembedurl>https://stocktwits.com/FallingKnifeVictim/message/647445521</stembedurl>&nbsp;Another user similarly dismissed the report, calling it speculation, while reiterating the company’s strong fundamental positioning.<stembedurl>https://stocktwits.com/kyle7324/message/647494874</stembedurl>&nbsp;Another user called the stock price dip an “overreaction,” adding that the company’s fair value was at over $700, levels at which the stock was trading at after its fourth-quarter (Q4) results.<h2 class="st-heading-2">Q4 Snapshot</h2>In January, Meta beat street expectations for revenue and earnings in its <a href="https://stocktwits.com/news-articles/markets/equity/meta-q4-earnings-beat-expectations-announces-higher-infrastructure-spend-on-superintelligence-for-2026/cmyg0zvR40A">Q4 results</a>, posting a 24% growth in revenue to $59.89 billion, and higher than consensus estimates of $58.59 billion at the time.The company’s earnings also beat market estimates, with Q4 earnings per share coming in at $8.88, 11% higher year-on-year. The strong results were a consequence of surging ad revenue, which improved 24% from the previous-year period, higher user engagement, and AI-driven efficiency gains.Meta provided a first-quarter (Q1) 2026 total revenue guidance in the range of $53.5 billion to $56.5 billion, and full-year revenue outlook of $162 billion to 169 billion.META stock climbed 3.8% in the past year.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/amazon-web-services-partners-with-cerebras-to-boost-ai-inference-speed-amid-mega-bond-sale/cZdDSI1RIOP">Amazon Web Services Partners With Cerebras To Boost AI Inference Speed Amid Mega Bond Sale</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Meta logo displays on the screen of a smartphone placed on a surface reflecting the circular Meta AI logo.

META Shares Slip Most In 4 Months After Reported AI Model Delay — So Why Is Retail Still Bullish?

A report from The New York Times on Friday indicated that the release of the company’s latest artificial intelligence model, code-named Avocado, would be delayed.

The Trade Desk logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

TTD Stock Keeps Retail Hooked After Best Day In 10 Months: Analysts See Big Upside Amid OpenAI Ad Deal Buzz

Retail traders await commentary from CEO Jeff Green, who said he would explain the rationale behind his purchase of $148 million Trade Desk stock on Friday.

<ul class="summary-bullets"><li>Ellison said the combined entity would control a film catalogue of roughly 15,000 titles.</li><li>He also highlighted the financial strength of the combined business and highlighted the expected $10 billion annual cash flow in 2026.</li><li>Ellison acknowledged that the merged company will likely streamline certain corporate functions.</li></ul>Paramount Skydance (PSKY) CEO David Ellison on Thursday outlined his vision for the company following the deal to acquire Warner Bros. Discovery Inc. (WBD).Speaking to CNBC, Ellison stated that the transaction could strengthen competition in the media and streaming industry. He emphasized that the combination of major film libraries and stronger financial resources would position the company to compete more effectively in the global entertainment market.“We believe this deal is pro-competitive, pro-consumer, and it is good for the overall creative economy,” he said.<h2 class="st-heading-2">Massive Film Library Strengthens Content Strategy</h2>Ellison said the combined entity would control a film catalog of roughly 15,000 titles. The collection would include blockbuster franchises such as the Harry Potter series, Mission Impossible, and titles connected to the DC universe.He noted that housing all those titles under a single corporate structure provides the scale needed to compete with large streaming platforms. The larger catalog offers more content for digital platforms and helps boost the company’s push to expand its global streaming footprint.“That puts us in an incredible position to really be able to win in the content space. It immediately gets us to scale in streaming,” Ellison added.&nbsp;Ellison also highlighted the financial strength of the combined business. He said the company anticipates generating more than $10 billion in annual cash flow, supported by approximately $69 billion in revenue and roughly $18 billion in earnings before interest, taxes, depreciation, and amortization (EBITDA).&nbsp;He said that these resources would allow management to invest heavily in technology and to manage existing debt obligations.<h2 class="st-heading-2">Possible Operational Changes</h2>While Ellison acknowledged that the merged company will likely streamline certain corporate functions, he stressed that job cuts are not the primary goal behind the deal.&nbsp;“We will absolutely have to rationalize the overall corporate overhead of the company. But that’s not the primary driver of the synergies in the deal,” Ellison said.&nbsp;The battle to acquire Warner Bros. assets was highly competitive. Netflix initially made a bid of $82.7 billion for the assets, excluding cable networks. Paramount later stepped in with a hostile bid, increasing the proposal to $31 per share.PSKY stock has gained over 4% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-crmd-stock-tumble-today/cZdQvWFRI3i">Why Did CRMD Stock Tumble Over 11% Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Paramount logo is displayed on a mobile phone with the Warner Bros. Discovery icon seen in the background

Paramount Skydance CEO David Ellison Says WBD Deal Positions It To Compete More Effectively Globally: Report

Speaking to CNBC, Ellison stated that the transaction could strengthen competition in the media and streaming industry. 

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