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Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Donald Trump's highly anticipated State of the Union address is driving significant speculative interest and intense political debate around DJT, with the community focused on his economic claims, character, and the broader political divide, anticipating increased volatility for the stock.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

WULF is surging as its strategic pivot to AI/HPC data centers, coupled with expanding power infrastructure and heavy institutional interest, drives widespread community discussion of a short squeeze and potential new highs, particularly in light of recent policy-adjacent remarks on data center energy.

Anterix, Inc. engages in commercializing spectrum assets to enable targeted utility and critical infrastructure customers to deploy private broadband networks, technologies and solutions. Its solutions include Private LTE and Active Ecosystem. The company was founded by Peter Joel Lasensky and Richard Edward Rohmann in 1997 and is headquartered in Woodland Park, NJ.

Anterix Inc

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 a top trending stock ahead of its crucial earnings report, where high expectations for AI sector growth collide with market concerns over increasing competition and the impact of ongoing geopolitical factors on China sales. Community discussion heavily revolves around the potential for a "blowout" quarter versus predictions of post-earnings price volatility, reflecting the market's dependence on its performance.

NIO, Inc. is a holding company which engages in the design, manufacture, and sale of electric vehicles. Its products include the EP9 supercar and ES8 7-seater SUV. It provides users with home charging, power express valet services, and other power solutions including access to public charging, access to power mobile charging trucks, and battery swapping. It also offers other value-added services such as service package, battery payment arrangement, and vehicle financing and license plate registration. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Jiading, China.

NIO Inc - ADR

NIO Inc

NIO is trending due to record-breaking battery swap milestones, including surpassing 100 million total swaps and new daily highs, which is intensifying community debate around its unique business model, future profitability, and stock price movements often linked to claims of market manipulation.

FuelCell Energy, Inc. engages in the business of developing, designing, producing, constructing, and servicing high temperature fuel cells for clean electric power generation. It operates through the following geographical segments: the United States, South Korea, and Europe. The company was founded by Bernard Baker and Martin G. Klein in 1969 and is headquartered in Danbury, CT.

Fuelcell Energy Inc

Fuelcell Energy is trending due to renewed optimism for its fuel cell and carbon capture technology, positioned to meet the surging power demands of AI data centers following a significant strategic collaboration. The community is actively debating its potential for major contract wins against a backdrop of historical dilution concerns and calls for concrete execution from management.

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 Holdings Corp is trending after an earnings report that showcased continued strong performance, including reaching GAAP profitability and reiterating its role as an AI disruptor, which is fueling community excitement and a reevaluation of the stock despite challenges facing the broader software sector.

Vanguard Group, Inc. - Vanguard Total Stock Market ETF

Vanguard Total Stock Market ETF

Vanguard Total Stock Market ETF ($VTI) is generating significant discussion as a bellwether for the U.S. market, with investors observing strong inflows and its proximity to all-time highs. The community is weighing these positive signals against prevailing political and economic uncertainties, prompting ongoing debate about diversification and market direction.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM is trending following a sharp decline driven by concerns that Anthropic's AI tool for COBOL modernization could disrupt its core legacy software and consulting revenues. Despite these fears, a strong counter-narrative suggests the market has overreacted, emphasizing IBM's robust AI strategy, ongoing partnerships, and resilient mainframe business.

SSgA Active Trust - State Street SPDR S&P 500 ETF Trust

SPY is a focal point for discussion as market participants react to a high-profile political address, with community sentiment deeply divided over its implications for policy, tariffs, and corporate governance, fueling speculation on immediate market direction.

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<ul class="summary-bullets"><li>New Street analyst Pierre Ferragu upgraded Arm to ‘Buy’ from ‘Neutral’ with a $145 price target, representing an upside of about 28.6% compared to current trading levels of $112.78 at the time of writing.&nbsp;</li><li>Ferragu said that Arm reported a 4% royalty beat in fiscal Q3 and that is what really matters, the analyst told investors, according to TheFly.&nbsp;</li><li>RBC Capital analyst Srini Pajjuri cut the company’s price target to $130 from $140 while maintaining an ‘Outperform’ rating on the shares.</li></ul>Arm Holdings Plc. (ARM) stock was in the spotlight on Thursday as the company received attention from Wall Street analysts after posting third-quarter (Q3) 2025 earnings on Wednesday.New Street, RBC Capital, Bank of America, and Mizuho were among analysts who revised their outlook and price targets on the firm.Shares of ARM gained over 7% on Thursday at the time of writing.<h2 class="st-heading-2">Street Consensus</h2>New Street analyst Pierre Ferragu upgraded Arm to ‘Buy’ from ‘Neutral’ with a $145 price target, representing an upside of about 28.6% compared to current trading levels of $112.78 at the time of writing.Ferragu said that Arm reported a 4% royalty beat in fiscal Q3 and that is "what really matters," the analyst told investors, according to TheFly. The analyst added that market fears of a weak 2026 for smartphones are "overdone" as the premium segment is unaffected, adding that the post-earnings pullback reflects temporary concerns about smartphones and creates an entry point, while the company’s datacenter segment will contribute meaningfully to growth.Meanwhile, RBC Capital analyst Srini Pajjuri cut the company’s price target to $130 from $140 while maintaining an ‘Outperform’ rating on the shares, as per TheFly. The analyst cited a slower Q4 royalty growth outlook, even though the management sounded confident about sustaining 20% growth in FY27, the analyst said in a research note, as per TheFly.BofA lowered Arm’s price target to $115 from $120 and maintained a ‘Neutral’ rating on the shares, citing the company’s results that showed in-line to modestly better-than-expected Q3 results and Q4 guidance.Mizuho also lowered the firm's price target to $160 from $190 and kept an ‘Outperform’ rating on the shares. The analyst said that it views Arm's growth as solid, and recommended buying the post-earnings pullback in the company’s shares.<h2 class="st-heading-2">Earnings Update</h2>Arm posted a 26% year-on-year growth in quarterly revenues, clocking $1.24 billion in Q3 2025, and beating street expectations of $1.23 billion. The company said that its royalty revenue increased 27% year-over-year due to growth across its target end markets such as artificial intelligence, data centers, smartphones, physical AI, and edge AI.The company reported adjusted profit of $0.43 per share, beating street consensus of $0.41 per share.Providing forward guidance, Arm said it expects Q4 revenues to come between $1.42 billion and $1.52 billion, compared to street expectations of about $1.44 billion on average.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/ARM">ARM shares</a> jumped from ‘neutral’ to ‘extremely bullish’ territory over the past 24 hours. Meanwhile, message volumes increased from ‘high’ to ‘extremely high’ levels.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_06_at_12_52_03_AM_png_3fc09073b9.webp" alt="Screenshot 2026-02-06 at 12.52.03 AM.png" width="1276" height="154"></figure>&nbsp;One bullish user said the company has value and reaches the world’s devices.<stembedurl>https://stocktwits.com/jjg111/message/644155887</stembedurl>&nbsp;Shares of ARM have declined by over 34% 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/michael-burry-flags-wording-methodology-updates-in-google-parent-alphabet-fresh-filing/cZbZQNwR4VU">Michael Burry Flags Wording, Methodology Updates In Google Parent Alphabet’s Fresh Filing</a>

In this photo illustration, the logo of Arm Holdings plc is displayed on a smartphone screen, with a stock market chart in the background.

ARM Shares Garner Street Attention After Q3 Earnings — What’s The Consensus?

New Street, RBC Capital, Bank of America, and Mizuho were among analysts who revised their outlook and price targets on Arm Holdings after it posted third-quarter (Q3) 2025 earnings on Wednesday. 

Equity

<ul class="summary-bullets"><li>Arm’s third quarter revenue grew 26% year-on-year to $1.24 billion, representing record quarterly revenue.</li><li>The company said it expects Q4 revenue in the range of $1.42 billion to $1.52 billion, analysts on average are expecting the revenue of $1.44 billion.&nbsp;</li><li>Arm in its earnings call said that SoftBank is "not interested" in selling any shares of Arm stock.</li></ul>Shares of Arm Holdings fell more than 8% in extended hours of trading on Wednesday as investors were spooked by higher operating expenses.The company posted $716 million in adjusted operating expenses during the quarter, a 37% rise from a year-ago quarter.Arm in its earnings call said that SoftBank (SFTBY) is "not interested" in selling any shares of Arm stock.<h2 class="st-heading-2">Strong Quarter</h2>Arm’s third quarter revenue grew 26% year-on-year to $1.24 billion, representing record quarterly revenue and its fourth consecutive billion dollar revenue quarter. Analysts on average were expecting revenue of $1.23 billion.&nbsp;It said its royalty revenue grew a robust 27% year-over-year to a record of $737 million driven by growth across our target end markets, including AI and general purpose data center, smartphones, physical AI and edge AI.&nbsp;“Arm delivered a record revenue quarter as demand for AI computing on our platform continues to accelerate” said Rene Haas, CEO. “Record royalty results in the third quarter reflect the growing scale of our ecosystem, as customers design the Arm compute platform into next-generation systems across cloud, edge, and physical environments to deliver high-performance, power-efficient AI. The fundamentals of the Arm business have never been stronger.”It reported adjusted profit of $0.43 per share compared with $0.39 in the same period a year ago, analysts on average had expected profit of $0.41 per share.<h2 class="st-heading-2">Outlook</h2>The company said it expects Q4 revenue in the range of $1.42 billion to $1.52 billion, analysts on average are expecting the revenue of $1.44 billion.&nbsp;Arm sees Q4 profit in between $0.54 to $0.52 per share, analysts’ consensus for the fourth quarter is $0.56 per share. &nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around ARM trended in ‘extremely bullish’ territory amid ‘extremely high’ message volume.&nbsp;One bullish user said that “ARM will see Nvidia 2022-2024 like growth in coming years, staying the course here”.<stembedurl>https://stocktwits.com/KryptonResearch/message/644033275</stembedurl>Another user predicted that the stock will be at least $125 by the end of the month.<stembedurl>https://stocktwits.com/DragonMk/message/644030008</stembedurl>Another user called the stock “oversold”.<stembedurl>https://stocktwits.com/Dvb3445/message/644029171</stembedurl> &nbsp;

The replica of the ARM is an electronic chip board during a collaborative ceremony launching a partnership between Malaysia and ARM Holdings in Kuala Lumpur, Malaysia, on March 5, 2025. 

Why Is Arm Stock Falling 8% After Hours? 

Higher adjusted operating expenses in its third quarter spooked investors. 

Shares of Quest Diagnostics, Inc. jumped nearly 6% to hit levels last seen toward the end of November, driven by upbeat quarterly earnings.The stock is on course to notch its best intraday session in over three months.The company reported fourth-quarter (Q4) adjusted earnings per share (EPS) of $2.23, beating the consensus estimate of $2.18, while revenue came in at $2.62 billion, surpassing expectations of $2.58 billion."In the fourth quarter, we delivered impressive revenue growth of nearly 15%, including approximately 5% organic growth, while also improving our profitability," said CEO Jim Davis.He added that Quest completed eight acquisitions in 2024, including LifeLabs in Canada, expanded its advanced diagnostics portfolio, and extended its market reach with new clinical, consumer, and health plan customers.Looking ahead, Quest sees full-year adjusted EPS between $9.55 and $9.80, compared to the consensus estimate of $9.72.&nbsp;The company expects FY25 revenue in the range of $10.7 billion to $10.85 billion, above the consensus of $10.67 billion.&nbsp;It also anticipates generating $1.45 billion in cash from operations and plans capital expenditures of $500 million for the year.Quest’s board of directors has authorized a 6.7% increase in its quarterly dividend from $0.75 to $0.80 per share, or $3.20 annually, effective with the dividend payable on April 21 to shareholders of record on April 7.&nbsp;The company said it has raised its dividend annually since 2011.<figure class="image"><img style="aspect-ratio:1318/324;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/DGX_sentiment_and_message_volume_Jan_30_cbb46c7261.png" alt="DGX sentiment and message volume Jan 30.png" width="1318" height="324"><figcaption>DGX sentiment and message volume Jan 30 as of 12:30 pm ET | source: Stocktwits</figcaption></figure>On Stocktwits, sentiment for Quest turned ‘extremely bullish,’ with message volume soaring.<stembedurl>https://stocktwits.com/GettnFibbywIT/message/602106527</stembedurl>The stock has generated significant attention on the platform, with message volume tripling over the past three months.&nbsp;<a href="https://stocktwits.com/symbol/DGX">Quest</a> rose to prominence during the COVID-19 pandemic, supplying virus testing kits at scale. As infections waned, the company pivoted back to its core business.&nbsp;Last year, it struck a deal to acquire LifeLabs, a leading Canadian community laboratory services provider, from pension fund OMERS for approximately C$1.35 billion ($985 million), including net debt.Shares of Quest have gained more than 26% over the past 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, Quest Diagnostics logo of a US clinical laboratory is displayed on a smartphone and pc screen. (Photo Illustration by Pavlo Gonchar/SOPA Images/LightRocket via Getty Images)

Quest Diagnostics Stock Hits Over 2-Month High On Q4 Beat, Dividend Hike: Retail Cheer Grows

Quest completed eight acquisitions in 2024, including LifeLabs, expanded its advanced diagnostics portfolio, and extended its market reach with new clinical, consumer, and health plan customers.

WBI Investments Inc - WBI BullBear Yield 3000 ETF

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Ahead of earnings, sentiment is split between blowout AI growth and concerns around macro pressure, positioning, and post-ER volatility. How do you see it playing out?

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