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Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is seeing a surge in sentiment and trading volume as community members celebrate multiple high-profile partnerships, including expanded collaborations with Google and Tesla's Terafab project. Investors are actively debating whether this momentum marks a sustainable turnaround or an overextended rally, with many focusing on the stock's potential for long-term growth in AI infrastructure and foundry services.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir Technologies is facing intense downward pressure following a now-deleted social media claim by investor Michael Burry that rival startup Anthropic is eroding its market share. While the community is sharply dividedwith skeptics highlighting the stock's high valuation and competitive threats, and bullish investors dismissing the commentary as market manipulation and a long-term buying opportunitythe debate centers on whether Palantir's integrated data infrastructure remains essential in an era of rapid AI model proliferation.

Monad is a high-performance Layer 1 blockchain that processes 10,000 transactions per second with near-zero fees. The platform delivers high performance without compromising on security or decentralization, creating the infrastructure needed for complex applications that require high-frequency activity.  One of Monad’s key innovations lies in how it handles transaction processing. Instead of processing transactions one at a time like traditional blockchains, Monad processes multiple transactions simultaneously through parallel execution.   The system separates the agreement process from the execution process, allowing validators to first agree on which transactions to include and in what order, then having more time to execute those transactions without slowing down consensus. This approach, combined with a custom-built database called MonadDB, dramatically increases throughput while maintaining accuracy.  Monad also offers complete EVM compatibility, where applications built for Ethereum work on Monad without any code modifications, and users can connect with familiar wallets like MetaMask just as they would on Ethereum. Developers can immediately tap into Ethereum's established ecosystem of tools, libraries, and applications while benefitting from Monad’s performance improvements. The platform also runs on consumer-grade hardware rather than expensive specialized equipment, making it accessible for more people to participate in securing the network.  Monad has raised approximately 244 million dollars in total funding across multiple rounds. The company secured 19 million dollars in a seed round in February 2023 led by Dragonfly Capital, followed by a 225 million dollar Series A round in April 2024 led by Paradigm at a 3 billion dollar valuation. Other notable investors include Electric Capital, Greenoaks, Coinbase Ventures, and prominent angel investors such as Naval Ravikant.

Monad

Monad is seeing a surge in community engagement and bullish sentiment, with investors frequently citing its high-performance blockchain architecture and compatibility with Ethereum as primary catalysts for long-term growth. While some participants are actively monitoring support levels for near-term momentum, a large portion of the community is focused on staking opportunities and holding through volatility, drawing comparisons to early-stage opportunities in other major layer-one ecosystems.

Bittensor is an open-source protocol that powers a decentralized, blockchain-based machine learning network. Machine learning models train collaboratively and are rewarded in TAO according to the informational value they offer the collective. TAO also grants external access, allowing users to extract information from the network while tuning its activities to their needs.  Ultimately, BitTensors vision is to create a pure market for artificial intelligence, an incentivized arena in which consumers and producers of this valuable commodity can interact in a trustless, open and transparent context.  Bittensor enables:  -A novel, optimized strategy for the development and distribution of artificial intelligence technology by leveraging the possibilities of a distributed ledger. Specifically, its facilitation of open access/ownership, decentralized governance, and the ability to harness globally-distributed resources of computing power and innovation within an incentivized framework.  -An open-source repository of machine intelligence, accessible to anyone, anywhere, thus creating the conditions for open and permission-less innovation on a global internet scale.  -Distribution of rewards and network ownership to users in direct proportion to the value they have added.

Bittensor

Bittensor (TAO) is experiencing significant market volatility and intense community debate following the departure of a major subnet operator, which has sparked fears over network centralization versus decentralized governance. While some investors view the price correction as an opportunity to accumulate, others are expressing concern over the project's structural stability and are closely monitoring the ongoing, polarized discussion regarding its long-term viability as a leading AI-centric blockchain.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is seeing intense community debate as investors weigh its massive 4.5GW infrastructure potential against ongoing dilution concerns and a lack of new contract announcements compared to peers. While some bulls are accumulating during what they view as a sentiment-driven dip, others are skeptical due to persistent short interest and the company's recent price underperformance versus the broader AI infrastructure sector.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow ($NOW) is facing intense selling pressure as a wave of 'SaaS-pocalypse' fears grips the software sector, fueled by concerns that emerging AI models like Anthropic's could threaten traditional enterprise subscription models. While some investors view the stock's sharp decline as a generational buying opportunity and highlight strong fundamentals, others are pointing to a potential structural shift in how enterprise software is built and priced, leading to a polarized debate over whether this represents a bottoming process or the beginning of a larger valuation re-rating.

Replimune Group, Inc. is a clinical-stage biotechnology company. It engages in the business of developing oncolytic immunotherapies for the treatment of cancer. The company was founded by Philip Astley-Sparke, Colin A. Love, and Robert Coffin in March 2015 and is headquartered in Woburn, MA.

Replimune Group Inc

Replimune Group is trending due to the FDA's acceptance of their BLA resubmission for RP1 in combination with nivolumab, setting a PDUFA date for April 2026. The community is intensely debating the binary outcome, with bulls citing potential regulatory shifts and strong institutional backing, while bears emphasize previous efficacy concerns and the high risk of a second complete response letter.

Duolingo, Inc. is a language-learning website and mobile application, which engages in the development of a free language learning website and crowd sourced text translation platform. It offers Duolingo for Schools, a free, web-based tool that aims to make it easier for teachers to use the Duolingo platform in a structured learning environment, and English Test, an online, on-demand assessment of English proficiency. The company was founded by Luis von Ahn and Severin Hacker in 2011 and is headquartered in Pittsburgh, PA.

Duolingo Inc - Ordinary Shares - Class A

Duolingo Inc

Duolingo is facing intense selling pressure as investors react to a strategic pivot that prioritizes user acquisition over short-term monetization, leading to a weaker revenue outlook. The community is sharply divided, with bulls pointing to the company's strong cash position and recent insider buying as a sign of long-term value, while bears argue the platform faces an existential threat from AI and an increasingly crowded education technology space.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is trending as investors digest news of potential acquisition talks with AI21 Labs, a move viewed as a strategic capstone to transform the firm from a GPU renter into a full-stack AI Neocloud leader. The community is heavily focused on the stock's remarkable resilience and momentum relative to the broader sector, with many traders discussing its potential for further breakout alongside ongoing massive deal flow and hyperscaler partnerships.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas is trending due to a wave of multi-million dollar defense contract wins, including securing airspace security for the 2026 FIFA World Cup and a significant border demining program. While the community is actively debating the impact of these developments against ongoing price volatility and dilution concerns, many investors are focused on the company's shift toward becoming a multi-domain autonomous infrastructure leader.

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<ul class="summary-bullets"><li>Palladyne stated that the ALRRM is capable of exceeding a distance of 350 nautical miles at an unspecified but high altitude.</li><li>This missile can cover this distance at a sustained cruise speed of beyond the required Mach 4.0.</li><li>Palladyne also stated that the ALRRM can deliver a 150-lb warhead air-breathing solid-fuel ramjet.</li></ul>Palladyne AI Corp. (PDYN) on Wednesday announced that its subsidiary has been awarded a contract by the U.S. Navy to develop new air-launched, near-hypersonic, long-range, low-cost missiles.Palladyne’s subsidiary GuideTech will develop the new Air-Launched Rapid Response Missile (ALRRM). The company said that ALRRM is expected to deliver nearly hypersonic speed and long range at a fraction of the cost of other hypersonic weapons.<a href="https://stocktwits.com/symbol/PDYN">Palladyne AI shares</a> were up more than 15% in Wednesday’s pre-market trade. Retail sentiment on Stocktwits around the company trended in the ‘neutral’ territory. PDYN was the second most trending ticker on the platform at the time of writing.<h2 class="st-heading-2">What Is ALRRM Capable Of?</h2>Palladyne stated that the ALRRM is capable of exceeding a distance of 350 nautical miles at an unspecified but high altitude. This missile can cover this distance at a sustained cruise speed of beyond the required Mach 4.0. Palladyne also stated that the ALRRM can deliver a 150 lb warhead air-breathing solid fuel ramjet (SFRJ).“The 2025 National Security Strategy explicitly states that the U.S. must build ‘next-generation missiles with a clear and urgent need for cost-effective, high-performance strike capabilities’ for the U.S. military,” said Palladyne AI CEO Ben Wolff.Wolff added that the ALRRM can deliver on these strategic needs at a fraction of the cost.“We believe there is no other missile currently available to the U.S. military that combines the speed, range, and payload capacity of the ALRRM, at this size and price point — creating a new strike class for 5th gen fighters that is stealth-borne, near-hypersonic, and deep-theater strike,” he added.This comes amid the ongoing Iran war, with the U.S. having incurred over $11 billion in the first week of the conflict. The Trump administration could reportedly seek an additional funding of&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/peter-schiff-warns-debt-risk-trump-seeks-50b-for-iran-war/cZ3EEoORIXe">$50 billion</a> to replenish the weapons stockpile of the U.S.<h2 class="st-heading-2">What Does Palladyne AI Do?</h2>Palladyne AI is a Salt Lake City, Utah-based company developing AI and autonomy solutions, advanced avionics and more for the defense and industrial markets.Earlier this month, the company reported a loss of $0.16 per share on revenue of $1.66 million, while Wall Street expected a loss of $0.14 per share on revenue of $0.81 million, according to Fiscal.ai data.<a href="https://stocktwits.com/symbol/PDYN">PDYN stock</a> is up 59% year-to-date, but down 12% over the past 12 months. The iShares Micro-Cap ETF (IWC) is up 39% over the past 12 months, while the Themes Generative Artificial Intelligence ETF (WISE) is up 1%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/will-fed-consider-rate-hikes-strategist-warns-inflation-worse-amid-iran-war/cZ37Bn2RIgW">Will The Fed Consider Rate Hikes Again? Strategist Warns Inflation Picture Could 'Get A Lot Worse' Amid Iran War</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Palladyne AI Corp. logo is seen displayed on a smartphone screen. 

Palladyne AI Subsidiary Wins US Navy Contract For Developing New Missiles — PDYN Stock Soars Pre-Market

The company said that the Air-Launched Rapid Response Missile is expected to deliver nearly hypersonic speed and long range at a fraction of the cost of other hypersonic weapons.

Equity

<ul class="summary-bullets"><li>Palladyne AI CEO Ben Wolff stated that the company’s capabilities have expanded beyond autonomy software to include advanced avionics, engineering services, a proprietary airframe, and missile development.</li><li>The firm also touted its presence in the space domain, citing its satellite-related development work with the Air Force Research Laboratory.</li><li>The Salt Lake City-based firm stated that it is extending SwarmOS capabilities to integrate communications with space-based systems.</li></ul>Palladyne AI Corp. (PDYN) CEO Ben Wolff on Thursday touted the company’s expanded backlog and deeper defense engagement after its fourth-quarter (Q4) results surpassed Wall Street expectations.“2025 was a year of operational validation that culminated in structural transformation. In November, we completed the acquisitions of GuideTech, Warnke Precision Machining, and MKR Fabricators and launched Palladyne Defense,” Wolff said.<a href="https://stocktwits.com/symbol/PDYN">Palladyne AI shares</a> soared more than 32% in Thursday’s opening trade. Retail sentiment on Stocktwits around the company trended in the ‘extremely bullish’ territory at the time of writing.<h2 class="st-heading-2">Palladyne Doubles Revenue Year-On-Year</h2>Palladyne AI’s revenue in Q4 stood at $1.7 million, more than double the $0.8 million in the year-ago period. Wall Street consensus had also projected a revenue of $0.8 million.The company reported a loss of $0.04 per share, down from a loss of $1.75 per share during the same quarter a year ago, and better than Wall Street’s expectations of a loss of $0.14 per share, according to Fiscal.ai data.Wolff added that the company’s acquisitions during the quarter and the launch of Palladyne Defense expanded its capabilities beyond autonomy software to include advanced avionics, engineering services, proprietary airframe, and missile development.<h2 class="st-heading-2">Palladyne Touts Presence In The Space Domain</h2>Palladyne AI touted its presence in the space domain, citing its satellite-related development work with the Air Force Research Laboratory. The Salt Lake City-based firm stated that it is extending SwarmOS capabilities to integrate communications with space-based systems.The company said its partnership with Portal Space Systems lays the groundwork for future work in collaborative autonomy.For 2026, Palladyne AI guided for revenue to be in the range of $24 million and $27 million, compared to its 2025 revenue of $5.2 million. As of mid-February 2026, the company said its order backlog stood at $18 million over the next 12 to 18 months.<a href="https://stocktwits.com/symbol/PDYN">PDYN stock</a> is up 122% year-to-date and 20% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvda-hood-avgo-bull-stocks-to-watch-dow-futures-decline-iran-war/cZdQY3JRI3c">NVDA, HOOD, AVGO, BULL, RGTI On Traders' Radar Today — Dow Futures Decline As Investors Keep An Eye On Iran War, Jobs Data</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Palladyne AI CEO Touts Expanded Backlog, Deeper Defense Engagement After Q4 Beat Sends PDYN Stock Soaring

Palladyne AI reported a loss of $0.04 per share, down from a loss of $1.75 per share during the same quarter a year ago, and better than Wall Street’s expectations of a loss of $0.14 per share.

<ul class="summary-bullets"><li>The CEO said that apart from providing AI customer service for large Fortune 500 companies, including insurance and healthcare providers, SoundHound was also creating solutions for a single-location merchant.&nbsp;</li><li>Speaking of the company’s latest quarterly earnings results, Mohajer touted SoundHound’s record customer deals closed in the quarter.&nbsp;</li><li>He said the company’s customers were diversified enough, with some providing a big, consistent commitment over many years, and others who provide some revenue upfront, that eventually scales over time.</li></ul>Keyvan Mohajer, co-founder and CEO of conversational intelligence company SoundHound AI, Inc. said that the biggest growth story at the moment is coming from customer service.In an exclusive <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=RxHIFzd4MPU">interview</a> with Stocktwits, Mohajer said that SoundHound AI (SOUN) was prepared with diverse solutions for different sectors.“We are seeing the biggest growth right now in customer service. So agent AI for businesses of all sizes,” he said in the interview. “And that's the area (where) we see unlimited potential.”Explaining further, the CEO said that apart from providing AI customer service for large Fortune 500 companies, including insurance and healthcare providers, the company was also creating solutions for a single-location merchant.“You can be a retail, maybe barbershop, even, you can have your own AI customer service in a matter of minutes. We've prepared different solutions for different sectors,” he said.<h2 class="st-heading-2">Demand And Diversification</h2>Speaking of the company’s latest earnings results, Mohajer touted SoundHound’s record customer deals closed in the quarter.“And that really speaks to the demand for AI and our solutions,” he said. “As people have noted, the software industry, the legacy software industry is disrupted…And these companies need a partner like SoundHound to help them through the transformation.”The CEO also highlighted the company’s diversified customer base as a win. “If you look at three years ago or a little bit before that, (SoundHound) had one or two customers (that) really contributed to the majority of our revenue.” However, in 2025, Mohajer said that no single customer contributed more than 10% to the company’s sales.He said the company’s customers were diversified enough, with some providing big, consistent commitment over many years, and others who provide some revenue upfront, that eventually scales over time.“So we have all sorts of deals, but just what I really want to highlight is that it's so diverse. We are in automotive, we’re in TVs, we're in IoT devices,” he said.<h2 class="st-heading-2">SoundHound Q4 Earnings</h2>SoundHound AI reported fourth-quarter (Q4) <a href="https://stocktwits.com/news-articles/markets/equity/sound-hound-stock-offers-excellent-value-now-why-retail-traders-are-more-bullish-after-q4-earnings/cZTc55MRIRm">earnings</a> results last week, posting a 59% increase in revenue to $55.1 million, beating analysts’ estimates. The company also reported a narrower adjusted net loss in Q4 of $0.02 per share from $0.05, in the same period in the previous year.For the full-year of 2025, revenue nearly doubled to $169 million. For the upcoming year, SoundHound AI has projected revenue between $225 million and $260 million.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/SOUN">SOUN shares</a> was in the ‘extremely bullish’ territory over the past 24 hours amid ‘extremely high’ message volumes. Retail chatter on the platform jumped 134%, according to Stocktwits data from Tuesday morning.Meanwhile, the company’s stock has declined more than 17% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The SoundHound AI appears on a smartphone screen and as a background on a laptop computer screen in this photo illustration.

EXCLUSIVE: SoundHound CEO Keyvan Mohajer Says AI Agents For Businesses Has ‘Unlimited Potential’

In an exclusive interview with Stocktwits, Mohajer said that SoundHound AI was prepared with diverse solutions for different sectors.

<ul class="summary-bullets"><li>The rise in AI applications for hyperscalers and enterprises has intensified the need for high-performance computing, Su said.&nbsp;</li><li>She added that&nbsp;AMD has seen its data center business expand from Q4 into Q1, demonstrating ongoing strength across both CPUs and GPUs.&nbsp;</li><li>AMD reported a Q4 revenue of&nbsp;$10.3 billion and earnings per share of $1.53.</li></ul>Advanced Micro Devices Inc. (AMD) is reportedly poised for a pivotal year in 2026, according to Chair and CEO Lisa Su. She emphasized that the company’s CPU segment continues to perform exceptionally, driving strong growth amid surging demand for artificial intelligence technologies.Speaking to CNBC, Su highlighted that the company’s central processing unit lineup remains a dominant force.<blockquote>“We are going into a big inflection year here in 2026. The CPU business is absolutely on fire.”-Lisa Su, Chair and CEO, AMD&nbsp;</blockquote><h2 class="st-heading-2">AI Growth</h2>The rise in AI applications for hyperscalers and enterprises has intensified the need for high-performance computing, forming the backbone of AMD’s strategy, she added.&nbsp;Su said that typically, the first quarter (Q1) is slower due to seasonal patterns, but AMD has seen its data center business expand from Q4 into Q1, demonstrating ongoing strength across both CPUs and GPUs. This growth underscores the company’s ability to capitalize on rising demand for AI compute and enterprise workloads, even during traditionally quieter periods.<a href="https://stocktwits.com/symbol/AMD">AMD stock</a> traded over 14% lower on Wednesday morning. However, on Stocktwits, retail sentiment around the stock improved to ‘extremely bullish’ from ‘bullish’ territory the previous day. At the same time, message volume shifted to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;<h2 class="st-heading-2">Upcoming Product Launches</h2>The CEO emphasized that the AI market is expanding faster than anticipated, and AMD aims to provide a complete compute stack to meet diverse enterprise needs. The MI450 series and Helios systems are positioned as the ideal solutions for organizations scaling AI workloads.Lisa Su’s comments come after the company reported a Q4 revenue of&nbsp;$10.3 billion and earnings per share (EPS) of $1.53, both exceeding the analysts' consensus estimate of $9.67 billion and $1.32, respectively, according to Fsical AI data.&nbsp;AMD said it expects Q1 2026 revenue to come in around $9.8 billion, with a possible swing of $300 million either way, implying a sequential drop of 5%. However, the analysts' consensus estimate stands at $9.37 billion.AMD stock has gained over 74% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/uber-stock-falls-q4-eps-miss-q1-outlook/cZbSCYKR4Zm">UBER Stock Slides After Earnings: EPS Miss Overshadows Strong Revenue Growth</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, the AMD (Advanced Micro Devices) logo is seen displayed on a smartphone screen. 

AMD CEO Says 2026 Will Be A Major ‘Inflection Year,’ Fueled By AI-Driven CPU Demand

AMD Stock - Speaking to CNBC, Su highlighted that the company’s central processing unit lineup remains a dominant force.

Speaking to CNBC, Su highlighted that the company’s central processing unit lineup remains a dominant force.


<ul class="summary-bullets"><li>The company also said it is targeting a qualified pipeline of more than $10 billion across AI infrastructure, national systems, and data centers.</li><li>Northland raised the price target on Gorilla Technology to $40 from $35 and maintained an Outperform rating on the shares, as per TheFly.&nbsp;</li><li>Northland said that the pipeline announced by the management reflects "a tidal wave of interest in AI data centers internationally."</li></ul>Gorilla Technology Group Inc. (GRRR) stock was in the spotlight on Thursday after company executives revealed a significant contracted backlog for 2026 at an investor event.Northland raised its price target on Gorilla Technology, citing optimism on the company’s AI data center deployments.Meanwhile, on Stocktwits, retail sentiment on GRRR shares were in the ‘bullish’ territory over the past 24 hours amid ‘high’ message volumes.Shares of GRRR gained over 5% on Thursday at the time of writing.<h2 class="st-heading-2">Management Insights</h2>Gorilla Technology executives told investors at a RedChip Companies <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://d2ghdaxqb194v2.cloudfront.net/2980/199171.pdf">investor event </a>on Jan. 28 that the company entered 2026 with a contracted backlog of more than $100 million, as well as targeting a qualified pipeline of opportunities over $10 billion across AI infrastructure, national systems, and data centers.The company’s Chairman and CEO Jay Chandan reportedly told investors that operational targets for the company involve deploying up to 100 megawatts (MW) by the end of 2026.Chandan also said the company had deployed the first B300 servers for the government of Taiwan last month, referencing the three <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://s3.amazonaws.com/b2icontent.irpass.cc/2980/rl161085.pdf">new projects</a> the company won across public safety, critical infrastructure and environmental protection in the country in Dec. 2025.The CEO also said that the company’s previous announcement about a $1.4 billion data center-related agreement was with a contractor based in Singapore for a project with a phased, multi-site rollout across Indonesia, Thailand, and Malaysia.Management also reiterated the revenue guidance for 2026 at $137 million to $200 million. &nbsp;<h2 class="st-heading-2">Analyst Take</h2>Northland raised the price target on Gorilla Technology to $40 from $35 and maintained an Outperform rating on the shares, as per TheFly.The analyst said that it believes the company's large AI data center deployments are quickly gaining visibility. Northland also added that the pipeline announced by the management reflects "a tidal wave of interest in AI data centers internationally."<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>One bullish user said that it was “incomprehensible” to not have a 100% bullish stance after the company’s webinar.<stembedurl>https://stocktwits.com/NT_Evolve/message/643219534</stembedurl>&nbsp;Another bullish user said any price under $30 is low for the company, and any price under $20 is “highway robbery.” Shares of GRRR were trading at around $15.14 levels at the time of writing.<stembedurl>https://stocktwits.com/Hunnel/message/643299466</stembedurl>&nbsp;A third user predicted a price target of $50 by the end of the year, calling the company ‘undervalued.’<stembedurl>https://stocktwits.com/simoncapital/message/643252359</stembedurl>&nbsp;<a href="https://stocktwits.com/symbol/GRRR">GRRR stock</a> has risen over 8% 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/inod-stock-rises-after-innodata-partners-with-palantir/cmyigAxR4Kw">INOD Stock Is Rising Today — What Is Its New Partnership With Palantir About?</a> &nbsp;

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

GRRR Stock Captures Street And Retail Attention — Here’s Why

Gorilla Technology executives revealed to investors at an investor event that the company entered 2026 with a contracted backlog of more than $100 million. 

Trade War or Not, Specific Industry ETFs Are in Sweet Spots

Trade war jitters rise, but ETFs like MSOS, SILJ, SGDJ, BBC, WISE & CTEX shine on solid fundamentals, offering either safe havens or growth potential.

Shares of Veritone, Inc. (VERI), a provider of artificial intelligence (AI) computing solutions, rallied about 54% in Tuesday’s premarket session, after the company announced new contracts and also preannounced potential third-quarter revenue shortfall.If the after-hours jump carries over into Wednesday’s session,&nbsp;<a href="https://stocktwits.com/symbol/VERI">Veritone stock</a>&nbsp;will be on track to record its best day ever. On Stocktwits, retail sentiment toward the stock flipped to ‘extremely bullish’ (76/100) as of late Tuesday from ‘bearish’ the day before. The message volume spiked to ‘extremely high’ levels.<figure class="image"><img style="aspect-ratio:621/56;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_14_at_10_48_21_PM_png_94b26160eb.webp" alt="Screenshot 2025-10-14 at 10.48.21 PM.png" width="621" height="56"><figcaption>VERI sentiment and message volume as of 10:45 p.m. ET, Oct. 14 | source: Stocktwits</figcaption></figure>The Irvine, California-based company said it has secured major contract wins to deploy its Veritone Data Refinery (VDR) product offering with leading hyperscalers. Data refining is the process of making data more accurate, consistent and useful for analysis and decision making.&nbsp;In a statement, the company said, “These partnerships underscore Veritone’s accelerated momentum in enabling the largest enterprises and model developers to transform proprietary, unstructured data into actionable, license-ready intelligence that fuels cognitive and generative AI development.”With the recent VDR contracts, the company’s near-term VDR pipeline and recent bookings totaled $40 million, a 100% increase from August. The contracts include those from both commercial and public-sector customers.CEO Ryan Steelberg said, “We’re proud to see the industry increasingly recognize Veritone as a trusted partner for the unstructured training data ecosystem, and we are firmly on track to have formalized partnerships with nearly every major hyperscaler by the end of 2025.”The company also announced preliminary third-quarter results, expecting an adjusted loss of $5.5 million to $6 million,&nbsp;lower than the guidance for an adjusted loss of $6.5 million to $6 million it issued in early August. The company expects revenue of $28.5 million to $28.7 million versus the previous guidance of $28 million to $30 million. Analysts, on average, expect the topline to come in at $28.7, according to Fiscal.ai.Veritone stock was among the top five trending equity tickers on Stocktwits as of late Tuesday.A bullish user said the fair price for the stock after the contract wins is $30. It ended Tuesday’s session up 4.40% at $5.46.<stembedurl>https://stocktwits.com/Alalamy/message/632348164</stembedurl>Another user pointed to a stock price target hike and urged fellow retail traders to “hold for the long term.”<stembedurl>https://stocktwits.com/Daebak64/message/632347524</stembedurl>The stock has climbed about 67% this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-plans-to-make-smart-home-devices-in-vietnam-report/ch6niNER3Z9">Apple Plans To Make Smart Home Devices In Vietnam, Breaking Tradition Of China-First Manufacturing: Report</a>

Rising chart and reflection of business buildings: stock photo courtesy of Yuichiro Chino via Getty Images

Why Veritone Stock Skyrocketed In After-Hours Trading Today

With the recent VDR contracts, the company’s near-term VDR pipeline and recent bookings totaled $40 million, a 100% increase from August.

BigBear.ai (BBAI) on Friday launched a cargo security system in partnership with Narval Holding Corp., with an aim to enhance cargo transparency and counter illegal trade across global shipping routes.The rollout will begin in Panama, a strategic location due to its control of the Panama Canal, which connects the Pacific and Atlantic Oceans. The company’s new AI-powered solution is designed to strengthen the supply chain in cargo transport using biometric identification and real-time tracking.<a target="_blank" rel="noopener noreferrer nofollow" href="http://bigbear.ai">BigBear.ai</a> stock traded over 2% lower on Monday morning. However, on Stocktwits, retail sentiment toward the stock remained in ‘extremely bullish’ territory amid ‘extremely high’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:958/115;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_15_100122_png_5a07f2264c.webp" alt="BBAI’s Sentiment Meter and Message Volume as of 09:45 a.m. ET on Aug. 15, 2025 | Source: Stocktwits" width="958" height="115"><figcaption>BBAI’s Sentiment Meter and Message Volume as of 09:45 a.m. ET on Aug. 15, 2025 | Source: Stocktwits</figcaption></figure>Bullish users expressed optimism about the initiative’s ‘worldwide’ potential.<stembedurl>https://stocktwits.com/bugler1/message/625326212</stembedurl><stembedurl>https://stocktwits.com/bchap74/message/625329325</stembedurl>Following its initial deployment in Panama, the companies plan to expand the technology across Latin America and other global high-traffic shipping regions.&nbsp;“By partnering with Narval Holding Corp. in Panama–a critical gateway for global trade–we will deliver an AI-driven solution to strengthen cargo security today, while laying the foundation for broader regional adoption and collaborations with the international shipping lines,” said&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="http://bigbear.ai">BigBear.ai</a> CEO, Kevin McAleenan.The initiative will be carried out through Narval’s subsidiary, International Shipping Compliance, S.A. (ISC). This next-generation platform integrates live tracking, biometric verification, and centralized data management to create a more secure and visible cargo journey.&nbsp;Logistics operators can use the system’s control center to access vehicle, driver, and cargo data in real time. The technology is also positioned to support law enforcement efforts to identify and intercept smuggling activities along major shipping corridors.BigBear.ai stock has gained 30% year-to-date and over 348% in the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-applied-materials-stock-plummet-14-percent/chsPqYoRdfj">Why Did Applied Materials Stock Plummet 14% Premarket Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The BigBear.ai Holdings Inc logo appears on a smartphone screen and as a background on a laptop screen in this photo illustration in Athens, Greece.

BigBear.ai Launches AI-Powered Cargo Security In Panama Canal Region: Retail Pins Hope On ‘Worldwide’ Expansion

The company’s new AI-powered solution is designed to strengthen the supply chain in cargo transport using biometric identification and real-time tracking.

ETFs in Focus on Intel's Disappointing Q2 Results, Upbeat View 

INTC slumps after Q2 miss despite strong guidance. ETFs like FEPI, VLUE, SOXX and SOXQ are most exposed to the chipmaker's next move.

Shares of QuickLogic (QUIK) climbed over 8% on Tuesday after the fabless logic chipmaker, which also offers endpoint artificial intelligence (AI) solutions, announced that it joined the newly launched Intel (INTC) Foundry Chiplet alliance.&nbsp;The upside was accompanied by above-average volume.&nbsp;The alliance, part of the Intel Foundry Accelerator Alliance program, brings together partners with proven chipset expertise to create a secure, standards-based ecosystem that spans the entire chipset supply chain.While announcing the alliance in late April, Intel said the partnership will initially focus on defining and driving infrastructure on advanced technology for government applications and key commercial markets.Among the benefits to the alliance partners are early visibility and technical access to the Intel Foundry process and advanced packaging roadmaps, as well as participation in multi-project-wafer (MPW) shuttles that shorten prototype cycles and reduce cost.QuickLogic said it will also serve as a “forum to help define interoperable infrastructure — leveraging the Universal Chiplet Interconnect Express (UCIe) standard — to meet stringent security and reliability requirements.”Amid the development, the message volume on the QuickLogic Stocktwits stream spiked. The 24-hour message volume change up till late Tuesday was 2,300%.Sentiment toward&nbsp;<a href="https://stocktwits.com/symbol/QUIK">QuickLogic stock</a> also improved to ‘bullish’ (67/100) by late Tuesday, versus ‘neutral’ a day ago.<figure class="image"><img style="aspect-ratio:620/52;" src="https://news.stocktwits-cdn.com/Screenshot_2025_06_11_at_3_29_06_AM_png_4578ae8c5d.webp" alt="Screenshot 2025-06-11 at 3.29.06 AM.png" width="620" height="52"><figcaption>QUIK sentiment and message volume as of 3:29 a.m. ET, June 11 | source: Stocktwits</figcaption></figure>A bullish watcher expected a short-squeeze rally. Koyfin data showed over 2 million were shorted, with the short interest at 12.9%.<stembedurl>https://stocktwits.com/JoeAlerts/message/617427916</stembedurl>Another user flagged the stock to fellow retailers, stating that the setup continued to provide opportunities.<stembedurl>https://stocktwits.com/topstockalerts/message/617427711</stembedurl>QuickLogic stock is down over 40% year-to-date. The Koyfin-compiled consensus price target for the stock is $10, suggesting over 36% upside potential from Tuesday’s close.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/hot-or-not-here-s-what-stocktwits-users-predict-for-may-cpi/chlajEeRbCO">‘Hot Or Not:’ Here’s What Stocktwits Users Predict For May CPI Inflation Print</a>

Rising stock market chart on a trading board background.

QuickLogic Retail Buzz Grows Louder After Micro-Cap Chipmaker Joins Intel Alliance

The benefits to the alliance partners are early visibility and technical access to Intel Foundry process and advanced-packaging roadmaps, as well as participation in multi-project-wafer shuttles that shorten prototype cycles and reduce cost.

Current Price	$34.06
Prev Close	$34.23
Open	$34.19
Dividend Yield	N/A
50-Day Moving Average	$34.52
Beta	N/A
Avg. Volume	5,442.06
PE Ratio	N/A

52-Week High	$48.91
52-Week Low	$26.83
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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