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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.

DJT is trending as the community engages in highly polarized debate following Donald Trump's State of the Union address, with conversations focusing on his economic claims, political performance, and the broader implications for his related assets.

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

SPY is trending as market participants keenly react to Trump's State of the Union address, with community discussion intensely focused on how the speech's rhetoric, covering economic policy, tariffs, and national sentiment, will impact overall market direction and futures activity.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is actively trending following a compelling presentation by Dr. Patrick Soon-Shiong on its 'chemo-free' cancer treatment, Anktiva, fueling community optimism and strong short squeeze speculation. Investors are also closely watching for any potential mention of cancer breakthroughs during the State of the Union address, amplifying conversation around the stock's significant upward momentum.

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 trending following its 18th consecutive earnings beat and raise, reporting strong revenue growth and guiding towards positive GAAP net income for the full year. Despite mixed sentiment on post-earnings price action, the community is debating its deeply undervalued status and market share gains within the AI-powered marketing cloud sector.

Warner Bros. Discovery, Inc. is a premier global media and entertainment company, which engages in the provision of a differentiated portfolio of content, brands, and franchises across television, film, streaming, and gaming. It operates through the following segments: Studios, Networks, Direct-to-Consumer (DTC), and Corporate. The Studios segment includes producing and releasing feature films for initial exhibition in theaters, producing and initial licensing television programs to networks services as well as third parties, distributing films and television programs to various third party, internal television, and streaming services, distribution through the home entertainment market related consumer products, and themed experience licensing and interactive gaming. The Networks segment focuses on domestic and international television networks. The DTC segment is involved in premium pay-television and streaming services. The company was founded on June 17, 1985 and is headquartered in New York, NY.

Warner Bros. Discovery Inc - Ordinary Shares - Class A

Warner Bros Discovery Inc

Warner Bros Discovery is trending as its board considers Paramount Skydance's revised all-cash offer, which many shareholders view as superior to Netflix's existing proposal, sparking intense debate over potential debt implications and regulatory approval paths as Netflix's response window opens.

Cava Group, Inc. is a holding company, which engages in the category-defining Mediterranean fast-casual restaurant brand, bringing together healthful food and bold, satisfying flavors at scale. It operates through the following segments: CAVA and CAVA Foods. The CAVA segment includes the operations of all company-owned CAVA restaurants. The CAVA Foods segment includes the production of dips and spreads used in CAVA restaurants as well as sales from the consumer-packaged goods (CPG) business. The company was founded by Brett Schulman, Ike Grigoropoulus, Dimitri Moshovitis, and Theodore Xenohristos in 2010 and is headquartered in Washington, DC.

Cava Group Inc

CAVA Group Inc

CAVA is trending following an earnings beat driven by strong revenue growth and significant new restaurant openings, sparking a debate among investors. The community is sharply divided between those who see its premium valuation as justified by a clear long-term growth trajectory and popular healthy menu, and those who highlight moderating same-store sales and potential margin pressures compared to peers.

Federal National Mortgage Association is a government-sponsored company, which engages in the provision of liquidity for purchases of homes and financing of multifamily rental housing and refinancing existing mortgages. It operates through the Single-Family and Multifamily segments. The Single-Family segment offers liquidity to the mortgage market and increases the availability and affordability of housing for single families. The Multifamily segment includes guaranty fees on mortgages and on multifamily mortgage loans. The company was founded in 1938 and is headquartered in Washington, DC.

Federal National Mortgage Association

Fannie Mae is trending due to recent strong earnings reports and renewed speculation about its imminent release from conservatorship, with officials from the FHFA signaling readiness for an IPO pending a former president's decision. This has deeply polarized the community, with many 'Fannie Packers' anticipating an uplisting to the NYSE, while others express frustration over perceived political delays and manipulation.

SSgA Active Trust - State Street SPDR Dow Jones Industrial Average ETF Trust

The SPDR Dow Jones Industrial Average ETF (DIA) is highly active as investors navigate immediate market volatility stemming from President Trump's plans for new global tariffs following a Supreme Court ruling, alongside growing geopolitical concerns over escalating US-Iran tensions, all while the community closely watches for shifts in Fed policy and inflation data.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is trending as the community debates the potential market impact of the State of the Union address, with strong divisions between those expecting new highs and others anticipating a significant downturn. Speculation around NVDA earnings and broader concerns about economic policy, tariffs, and perceived market manipulation are also actively discussed for the tech-heavy index.

Rich Sparkle Holdings Ltd. engages in the provision of financial printing and corporate services. The firm offers typesetting, proofreading, translation, design, and printing of listing documents, financial reports, fund documents, circulars, and announcements. It also delivers advisory services, such as conducting internal control assessment and environmental, social and governance performance evaluation, and other services including provision of co-working space. The company was founded in 2016 and is headquartered in Hong Kong.

Rich Sparkle Holdings Ltd.

Rich Sparkle Holdings Limited

Rich Sparkle Holdings Limited (ANPA) is trending due to its recent acquisition of TikTok icon Khaby Lame's core company, driving significant speculative trading. Traders are captivated by its low float and high insider ownership, comparing its explosive moves to other Hong Kong low-float tickers, though skepticism abounds regarding its fundamentals and potential share dilution from the acquisition.

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Is WisdomTree Cloud Computing ETF (WCLD) a Strong ETF Right Now?

<ul class="summary-bullets"><li>The firm explained that usage tied to both large language models and next-generation AI agents could become a longer-term catalyst.&nbsp;</li><li>William Blair also noted that, beyond AI-specific demand, Fastly secured broader agreements with clients.</li><li>The company posted a fourth-quarter revenue of $172.6 million and adjusted earnings per share of $0.12, both above street estimates.&nbsp;</li></ul>Fastly Inc. (FSLY) received a vote of confidence from William Blair, which raised its rating on the cloud computing and edge platform company, citing increasing demand driven by emerging artificial intelligence applications.The firm upgraded the stock to ‘Outperform’ from ‘Market Perform’ without assigning a specific price target, according to TheFly.&nbsp;The company posted a fourth quarter (Q4) revenue of $172.6 million and adjusted earnings per share (EPS) of $0.12, both surpassing the analysts’ consensus estimates of $161.36 million and $0.06, respectively, according to Fiscal AI data.&nbsp;<a href="https://stocktwits.com/symbol/FSLY">Fastly stock</a> traded over 42% higher in Thursday’s premarket.&nbsp;<h2 class="st-heading-2">AI Demand Still In ‘Infancy,’ Says Analyst</h2>William Blair pointed to a standout quarterly performance fueled in part by expanding activity linked to agent-driven artificial intelligence tools, and added that the contribution from agentic AI “is still in its infancy”.The firm explained that usage tied to both large language models and next-generation AI agents could become a longer-term catalyst. William Blair also said that beyond AI-specific demand, Fastly secured more expansive agreements with clients committing to broader deployments that span content delivery, cybersecurity services, and computing capabilities.<h2 class="st-heading-2">Retail Traders Turn Extremely Bullish&nbsp;</h2>On Stocktwits, retail sentiment around Fastly jumped to ‘extremely bullish’ from ‘neutral’ territory the previous day. Message volume shifted to ‘extremely high’ from ‘high’ levels in 24 hours.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_12_063027_png_be6959486a.webp" alt="FSLY’s Sentiment Meter and Message Volume as of 06:30 a.m. ET on Feb. 12, 2026 | Source: Stocktwits" width="924" height="99"><figcaption>FSLY’s Sentiment Meter and Message Volume as of 06:30 a.m. ET on Feb. 12, 2026 | Source: Stocktwits</figcaption></figure>The stock saw a whopping 1,392% increase in retail messages over a 24-hour period.&nbsp;A bullish Stocktwits user said the stock is ‘undervalued’ and has the potential to grow big.&nbsp;<stembedurl>https://stocktwits.com/Juststartingout14/message/644764805</stembedurl>In 2026, the company expects revenue to be between $700 million and $720 million.FSLY stock has declined by over 7% in the last 13% months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/novo-looks-to-ireland-to-scale-production-of-wegovy-pill-report/cZRT0F6R4rc">Novo Looks To Ireland To Scale Production Of Wegovy Pill: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Employees work at Fastly's office in San Francisco on Friday, July 20, 2018. 

Fastly Surges 42% Pre-Market Today — Agentic AI Traffic 'Still In Infancy', Says William Blair

William Blair upgraded the stock to ‘Outperform’ from ‘Market Perform’ and pointed to a standout quarterly performance.

After A Brutal Year, Fastly Gets An AI Boost – And Retail Is All In 

Equity

William Blair upgraded the stock to ‘Outperform’ from ‘Market Perform’ and pointed to a standout quarterly performance.


Should You Invest in the WisdomTree Cloud Computing ETF (WCLD)?

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Can beaten-down cloud ETFs like WCLD, staples ETF FXG, and India ETFs INCO & INQQ stage a rebound in 2026 after a mixed 2025?

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2026 could favor SPY, SLV, KBWB, TAN & global ETFs as AI, metals, banks and clean energy shape the next leg of market gains.

Should You Invest in the First Trust Cloud Computing ETF (SKYY)?

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Should You Invest in the Global X Cloud Computing ETF (CLOU)?

WisdomTree Trust - WisdomTree Cloud Computing Fund

Beat EPS and revenue

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Miss EPS and revenue

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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