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Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce is trending as the software sector navigates a significant sell-off driven by "AI fear," sparking intense community debate on whether AI will disrupt or enhance the enterprise giant. Despite news of workforce adjustments and a new government contract, many investors are frustrated by ongoing price declines, viewing it as an oversold opportunity potentially exacerbated by market manipulation.

Oscar Health, Inc. is a health insurance company, which serves its customers through a technology platform. It offers individual and family, small group and medicare advantage plans, and technology platform to others within the provider and payor space. The company was founded by Mario Tobias Schlosser, Kevin Nazemi, and Joshua Kushner on October 25, 2012 and is headquartered in New York, NY.

Oscar Health Inc - Ordinary Shares - Class A

Oscar Health is trending due to its significant Q4 earnings and revenue miss, sharply contrasted by an ambitious 2026 outlook that projects profitability and substantial revenue growth, primarily driven by strong membership gains in the ACA marketplace. This has ignited a fierce debate within the community regarding the company's future trajectory and the credibility of its aggressive guidance.

Fiserv, Inc. engages in the provision of financial services technology. It operates through the Merchant and Financial segments. The Merchant segment offers commerce-enabling products and services including merchant acquiring and digital commerce and mobile payment services, and security and fraud protection, stored-value, and pay-by-bank solutions to companies of all sizes. The Financial segment provides products and services such as processing of customer loan and deposit accounts, digital payments, and card transactions to financial institutions and corporate and public sector clients. The company was founded by Leslie M. Muma and George D. Dalton on July 31, 1984 and is headquartered in Milwaukee, WI.

Fiserv, Inc.

Fiserv is trending due to mixed community reactions following its Q4 earnings report, which showed a beat on adjusted EPS but fueled ongoing concerns about revenue growth and increasing debt. The community is sharply divided between those who see a value opportunity amidst its current valuation and others drawing negative parallels to the broader fintech sector and companies like PayPal.

Datadog, Inc. engages in the development of a monitoring and analytics platform for developers, information technology operations teams and business users. Its platform integrates and automates infrastructure monitoring, application performance monitoring and log management to provide real-time observability of its customers' entire technology stack. The company was founded by Olivier Pomel and Alexis Lê-Quôc on June 4, 2010 and is headquartered in New York, NY.

Datadog Inc - Ordinary Shares - Class A

Datadog Inc

Datadog is at a pivotal moment as its Q4 earnings report is highly anticipated, with the community actively debating whether the recent significant sell-off presents a buying opportunity. Despite broader software sector concerns and increased competition, many highlight Datadog's critical role in monitoring AI-driven cloud infrastructure and its strong customer relationships, while some analysts have adjusted price targets reflecting mixed expectations for performance amidst a valuation reset.

Jumia Technologies AG engages in the provision of logistic services. It operates a pan-African e-commerce platform. It operates through the following geographical segments: West Africa, North Africa, East and South Africa, Europe, United Arab Emirates, and Others. The company was founded by Jeremy Hodara, Sacha Poignonnec, Peter Allerstorfer, Manuel Koser, Tunde Kehinde, and Raphael Afaedor in 2012 and is headquartered in Berlin, Germany.

Jumia Technologies Ag - ADR

Jumia Technologies is trending following strong Q4 earnings, optimistic FY2026 guidance, and reaffirmed targets for profitability by 2027, with the community actively discussing its potential as the 'Amazon of Africa' amidst bullish analyst coverage.

Spotify Technology SA engages in the provision of digital music services. It operates through the Premium and Ad-Supported segments. The Premium segment provides subscribers with online and offline streaming access of music and podcasts on computers, tablets, and mobile devices. The Ad-Supported segment offers users with limited on-demand online access of music and unlimited online access of podcasts on computers, tablets, and mobile and smart devices. The company was founded by Daniel Ek and Martin Lorentzon on December 27, 2006 and is headquartered in Luxembourg.

Spotify Technology S.A.

Spotify is trending due to a strong Q4 2025 earnings beat, surpassing user growth and profitability forecasts with notable MAU additions and improved margins. The community is bullish, highlighting the company's robust free cash flow and optimistic outlook for re-accelerated growth.

The Coca-Cola Co. engages in the manufacturing and marketing of non-alcoholic beverages. It operates through the following segments: Europe, Middle East and Africa, Latin America, North America, Asia Pacific, Global Ventures, and Bottling Investments. The company was founded by Asa Griggs Candler on May 8, 1886 and is headquartered in Atlanta, GA.

Coca-Cola Co

Coca-Cola is trending following its earnings report, which revealed a revenue miss primarily due to weak North American demand, sparking community discussions about its recent rally and overbought conditions despite an earnings per share beat and strong performance in the broader consumer staples sector.

Nektar Therapeutics is a biotechnology company, which engages in the discovery and development of novel therapies which selectively modulate the immune system to treat autoimmune disorders. It also focuses on immunology and unparalleled expertise in polymer chemistry to create one-of-a-kind, highly-selective medicines with optimal therapeutic benefit. The company was founded in 1990 and is headquartered in San Francisco, CA.

Nektar Therapeutics

Nektar Therapeutics is trending as investors digest mixed Phase 2b results for its alopecia areata drug, with community discussion focused on the significance of efficacy data achieved after excluding some patients and the drug's strong safety profile, alongside ongoing speculation about a potential Lilly settlement.

S&P Global, Inc. engages in the provision of transparent and independent ratings, benchmarks, analytics, and data to the capital and commodity markets worldwide. It operates through the following segments: Market Intelligence, Ratings, Commodity Insights, Mobility, Indices, and Engineering Solutions. The Market Intelligence segment provides multi-asset-class data and analytics integrated with purpose-built workflow solutions. The Ratings segment is involved in credit ratings, research, and analytics, offering investors and other market participants information, ratings, and benchmarks. The Commodity Insights segment focuses on information and benchmark prices for the commodity and energy markets. The Mobility segment offers solutions serving the full automotive value chain including vehicle manufacturers, automotive suppliers, mobility service providers, retailers, consumers, and finance and insurance companies. The Engineering Solutions segment engages in advanced knowledge discovery technologies, research tools, and software-based engineering decision engines to advance innovation, maximize productivity, improve quality, and reduce risk. The company was founded by James H. McGraw and John A. Hill in 1917 and is headquartered in New York, NY.

S&P Global Inc

S&P Global is trending as its latest guidance signaled slower growth and missed analyst estimates, fueling community discussion amidst broader concerns that powerful new AI models, such as Anthropic's Claude Opus 4.6, could significantly disrupt the financial data and analytics sector, though many also view the sharp sell-off as an overreaction and a buying opportunity.

Personalis, Inc. engages in the provision of advanced genomic tests for cancer. The firm is also involved in providing sequencing and data analysis services to support population sequencing initiatives. The company was founded by Euan A. Ashley, Michael Snyder, Atul J. Butte, John S. West, and Russ B. Altman in February 2011 and is headquartered in Fremont, CA.

Personalis Inc

Personalis is trending due to recent Medicare coverage for its ultrasensitive molecular residual disease (MRD) test in breast cancer and accelerating test volumes, igniting community optimism for further reimbursement approvals in lung cancer and I/O monitoring. Investors are increasingly bullish on the company's long-term potential in the expanding liquid biopsy market, despite underlying concerns about management's communication.

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The Salesforce logo is displayed at the 8th China International Import Expo. (Photo by Sheldon Cooper/SOPA Images/LightRocket via Getty Images)

Salesforce Ties Up With MrBeast For A Million-Dollar Super Bowl Stunt, Only To Get Hit By A Glitch

A high-profile treasure hunt drove massive engagement, but not without some embarrassing execution hiccups.

Salesforce’s $1M MrBeast Super Bowl Stunt Backfires After Glitch Slows Puzzle Play

Equity

A high-profile treasure hunt drove massive engagement, but not without some embarrassing execution hiccups.


<ul class="summary-bullets"><li>Stifel cited Microsoft’s Azure supply issues as one of the reasons for the downgrade.&nbsp;</li><li>The analyst said that when combined with Google's strong cloud platform, Gemini results, and growing Anthropic momentum, a near-term Azure acceleration is unlikely, according to TheFly.&nbsp;</li><li>Retail sentiment on Stocktwits stayed at similar ‘extremely bullish’ levels since the company’s earnings results last week.</li></ul>Shares of Microsoft Corp. (MSFT) slumped over 5% on Thursday after the company received a downgrade and price target cut from Stifel.The analyst lowered the company’s outlook to ‘Hold’ from ‘Buy,’ and slashed its price target by about 27% to $392, down from $540.However, retail investors on Stocktwits continued to remain ‘extremely bullish’ on the stock.<h2 class="st-heading-2">Analyst Rationale</h2>Stifel cited Microsoft’s Azure supply issues as one of the reasons for the downgrade. The analyst said that those troubles, combined with Alphabet Inc. Google's (GOOGL) strong cloud platform, Gemini results, and growing Anthropic momentum indicate that a near-term Azure acceleration is unlikely, according to TheFly.Stifel also said that in FY27, Microsoft is also likely to have less in-period revenue recognition compared to FY26 in line with several product cycles. The analyst noted that it is modeling its view on Microsoft based on 2027 EPS expectation of $18.70, which is below consensus. According to data from Fiscal.ai, the analyst consensus for Microsoft’s EPS in 2027 is at $18.88 based on 34 estimates, with the high-end expectation noted to be $20.27.<h2 class="st-heading-2">Earnings Update</h2>Last week, Microsoft <a href="https://stocktwits.com/news-articles/markets/equity/microsoft-shares-slump-despite-q2-2026-earnings-beat/cmyLsbER40u">reported</a> second-quarter (Q2) 2026 results that beat Wall Street consensus estimates, with quarterly revenues coming in 17% higher than the previous year at $81.3 billion, and above the street consensus of $80.25 billion as per data from Fiscal.ai. Earnings also beat market estimates.However, the company posted a slight slowdown in Azure’s growth, with its cloud-computing unit reporting 38% sales growth in the latest quarter, down from 39% a year earlier. The company also said that it expects its Azure revenue growth in the third-quarter to be between 37% and 38% in constant currency.<h2 class="st-heading-2">How Are Stocktwits Users Reacting?</h2>Retail sentiment on Stocktwits stayed at similar ‘extremely bullish’ levels since the company’s earnings results.One bullish user waved off Anthropic announcements, saying that its I releases hardware impacting Microsoft is ‘laughable’ as the stock is tested and proven to be resilient.<stembedurl>https://stocktwits.com/john92/message/644172602</stembedurl>&nbsp;Another user compared the stock to Apple Inc. (AAPL) shares and asked the market to not ‘underestimate this beast.’<stembedurl>https://stocktwits.com/swiftTrades/message/644168340</stembedurl>&nbsp;A third bullish user said the market should aim for a $438 exit at least since the stock was oversold and way overdone to the downside.<stembedurl>https://stocktwits.com/DCDayTrader/message/644159430</stembedurl>&nbsp;<a href="https://stocktwits.com/symbol/MSFT">Shares of MSFT</a> have declined more than 4.75% 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/what-does-apple-cook-think-about-the-immigration-issue-in-america/cZbZjbPR4nd">What Does Apple’s Cook Think About The Immigration Issue In America?</a>&nbsp;

A pedestrian walks a sign on Microsoft Headquarters campus July 17, 2014 in Redmond, Washington. (Stephen Brashear/Getty Images)

Microsoft Falls On Major Analyst Downgrade — What Is Retail’s Take On The Stock?

Stifel lowered Microsoft company’s outlook to ‘Hold’ from ‘Buy,’ and slashed its price target by about 27% to $392, down from $540. 

Stifel lowered the company’s outlook to ‘Hold’ from ‘Buy,’ and slashed its price target by about 27% to $392, down from $540. 

<ul class="summary-bullets"><li>The disruption could mean subscribers relying on Apple TV for streaming or iTunes for media purchases could face delays.</li><li>As of 8.30 A.M., the company’s support system indicated that the outage has been resolved.&nbsp;</li><li>In the recent first-quarter (Q1) results, Apple said its Services division, which includes Apple TV, recorded a 14% year-on-year revenue growth to $30 billion.&nbsp;</li></ul>Apple Inc. (AAPL) on Wednesday said it experienced a temporary disruption affecting several of its digital services, including Apple TV and iTunes.&nbsp;At the time of writing, the tech giant’s support system status&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.apple.com/support/systemstatus/">showed&nbsp;</a>that both Apple TV and iTunes are experiencing an outage. This could mean subscribers relying on Apple TV for streaming or iTunes for media purchases could face delays.<h2 class="st-heading-2">Outage Rectified</h2>However, as of 8.30 A.M., the company’s support system indicated that the outage has been resolved.&nbsp;<a href="https://stocktwits.com/symbol/AAPL">Apple stock</a> inched 0.2% higher in Wednesday’s premarket.&nbsp;On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory amid ‘extremely high’ message volume levels.&nbsp;In the recent first-quarter (Q1) results, Apple said its Services division, which includes Apple TV, recorded a 14% year-on-year revenue growth to $30 billion.&nbsp;The iPhone maker’s Q1 revenue of $143.8 billion and earnings per share of $2.84 both exceeded the analysts’ consensus estimate of $138.22 billion and $2.67, respectively, according to Fiscal AI data. Apple’s China sales jumped about 38% year-on-year to $25.5 billion in Q1.&nbsp;<h2 class="st-heading-2">Rising Competition From AI</h2>According to a Wall Street Journal&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/tech/the-ai-boom-is-coming-for-apples-profit-margins-4774013d?st&amp;#61;Rjz4h4&amp;reflink&amp;#61;desktopwebshare_permalink">report</a>, Apple is facing growing pressure in its supply chain as artificial intelligence companies increasingly outbid the tech giant for critical components.&nbsp;This shift threatens Apple’s long-standing advantage in securing chips, memory, and other specialized materials for iPhones and other devices. Suppliers traditionally reliant on Apple’s massive orders are now leveraging lucrative contracts from AI leaders like Nvidia (NVDA), Alphabet (GOOGL), and Microsoft (MSFT), pushing prices higher, cited the report.&nbsp;AAPL stock has gained over 15% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/congress-eyes-export-import-bank-expansion-to-bolster-trump-mineral-reserve-plan-report/cZbjGygR4ZY">Congress Eyes $205 Billion Export-Import Bank Expansion To Bolster Trump’s Mineral Reserve Plan: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 A photo illustration of an Online streaming service Apple TV logo.

Apple Reports Temporary Outage Across Apple TV, iTunes Services

The disruption affected streaming and media purchases, according to Apple’s support status page.

<ul class="summary-bullets"><li>Piper Sandler said that respondents in its second-half 2025 CIO survey were positive on both Azure and Copilot activity. \</li><li>The analyst said the market should buy on the pullback post-F2Q26 results.</li><li>The analyst also said that AI demand would continue to outpace supply in 2026 and 2027, which would in turn boost Azure and Microsoft Copilot adoption.</li></ul>Shares of Microsoft Corp. (MSFT) have declined sharply in the past month, slipping further after the company reported its second-quarter (Q2) 2026 results on Jan. 28. Yet, Piper Sandler has reportedly named the stock as a top pick in software.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/02/03/microsoft-is-the-best-pure-play-on-ai-adoption-says-piper-sandler.html">report</a> from CNBC, Piper Sandler said in a note to investors that it thinks Microsoft is still a big winner in the AI trade.The analyst has a price target of $600 on Microsoft and an ‘Overweight’ rating on the shares.“We see Microsoft as perhaps the best pure-play on AI adoption today,” analyst Billy Fitzsimmons said in a note, as per the report.<h2 class="st-heading-2">Analyst Rationale</h2>Piper Sandler said that respondents in its second-half 2025 CIO survey were positive on both Azure and Copilot activity. “We should be buyers on the pullback post-F2Q26 results,” Fitzsimmons reportedly said in the note.The analyst also said in the note that AI demand would continue to outpace supply in 2026 and 2027, which would in turn boost Azure and Microsoft Copilot adoption, as per the report. While Piper Sandler noted concerns around AI adoption in the software sector, the analyst said that Microsoft would be able to afford adapting to the technology.“We believe Microsoft is best positioned to benefit from the elevated AI infrastructure spending,” Fitzsimmons reportedly said in the note. He also added that the firm believes Microsoft was better-positioned financially than its peers to undertake required capital expenditures.<h2 class="st-heading-2">Q2 Results</h2>Last week, Microsoft <a href="https://stocktwits.com/news-articles/markets/equity/microsoft-shares-slump-despite-q2-2026-earnings-beat/cmyLsbER40u">posted</a> its Q2 2026 earnings results, with revenue of $81.3 billion, which was 17% higher than the same period last year and exceeded street expectations of $80.25 billion as per data from Fiscal.ai.Earnings also beat consensus. The software maker posted earnings per share of $4.14, up 24% year-on-year, and ahead of estimates of $3.95, as per Fiscal.ai data.However, the growth of its cloud-computing unit, Azure, declined marginally. Azure posted a 38% growth in sales for the latest quarter, compared to 39% growth in the same period last year.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment for MSFT shares was in the ‘extremely bullish’ territory over the past 24 hours, amid ‘extremely high’ message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_03_at_10_54_11_PM_png_d308ddd61e.webp" alt="MSFT sentiment.png" width="1260" height="156"></figure>&nbsp;Shares of MSFT have gained 0.11% in the past year, at the time of writing.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/mrvl-stock-slumps-after-celestial-ai-acquisition-street-think/cZbizGFR4ma">MRVL Stock Slumps After Celestial AI Acquisition — What Does The Street Think?</a>&nbsp;

In this photo illustration the Microsoft logo is displayed on a mobile phone screen in Ankara, Turkiye on October 11, 2025.

Microsoft Slid Nearly 13% In The Past Month — So Why Is It Piper Sandler’s Top Pick? 

According to a report from CNBC, Piper Sandler said in a note to investors that it thinks Microsoft is still a big winner in the AI trade.

ETFs to Buy as Microsoft's Shares Slump Despite Q2 Earnings Beat 

MSFT slides 10% despite a Q2 earnings beat as slower cloud growth concerns weigh, pushing investors to consider Microsoft-heavy ETFs.

<ul class="summary-bullets"><li>The tech giant reported its second-quarter (Q2) results on Wednesday, posting a revenue of $81.3 billion and earnings per share (EPS) of $4.14, both exceeding estimates.</li><li>Deutsche Bank and BMO capital analysts said Azure growth and guidance fell short of market expectations.&nbsp;</li><li>Stifel analyst Brad Reback increased his price target to $540 from $520, keeping a ‘Buy’ rating.</li></ul>Microsoft Corp. (MSFT) stock is drawing attention on Friday as retail investors remain optimistic about its growth despite it tumbling 10% on Thursday, its biggest fall since 2020.&nbsp;The tech giant reported its second-quarter (Q2) results on Wednesday, posting a revenue of $81.3 billion and earnings per share (EPS) of $4.14. Both revenue and EPS exceeded the analysts’ consensus estimate of $80.25 billion and $3.95, respectively, according to Fiscal AI data.&nbsp;However, the stock fell as the company’s cloud-computing unit, Azure, reported a 38% growth, below the&nbsp;39% increase in the same period last year. In Friday’s premarket,&nbsp;<a href="https://stocktwits.com/symbol/MSFT">Microsoft stock</a> inched 0.8% higher.&nbsp;<h2 class="st-heading-2">What Are Stocktwits Users Saying?</h2>On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory amid ‘extremely high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_30_082130_png_18d977ba1a.webp" alt="MSFT’s Sentiment Meter and Message Volume as of 08:00 a.m. ET on Jan. 30, 2026 | Source: Stocktwits" width="932" height="106"><figcaption>MSFT’s Sentiment Meter and Message Volume as of 08:00 a.m. ET on Jan. 30, 2026 | Source: Stocktwits</figcaption></figure>A Stocktwits user believes Microsoft’s price decline is a gift to investors.&nbsp;<stembedurl>https://stocktwits.com/StranjeCharmiaf/message/643409597</stembedurl>Another user expressed optimism about the stock’s long-term potential.<stembedurl>https://stocktwits.com/TheSpiderKing/message/643408832</stembedurl>One user called the company’s current valuation multiple fair.&nbsp;<stembedurl>https://stocktwits.com/PorcoRosso74/message/643404474</stembedurl><h2 class="st-heading-2">How Did The Street React?</h2>Deutsche Bank analyst Brad Zelnick lowered Microsoft’s price target to $575 from $630 but retained a ‘Buy’ rating, according to TheFly. He noted the company delivered solid fiscal Q2 results, although Azure growth did not meet what he described as “more lofty” market expectations.&nbsp;Meanwhile, Stifel analyst Brad Reback increased his price target to $540 from $520, keeping a ‘Buy’ rating, citing capacity constraints in Azure and a lack of near-term acceleration due to management balancing datacenter resources among internal apps, research and development, and customer demand.BMO Capital analyst Keith Bachman reduced the firm’s price target to $575 from $625 while maintaining an ‘Outperform’ rating. He highlighted that the Q2 Azure growth of 38% and Q3 guidance of 37% to 38% fell slightly short of expectations, noting that the market likely anticipated 1 to 2 percentage points of higher growth.&nbsp;MSFT stock has gained over 4% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/verizon-stock-jumps-2026-guidance-subscriber-growth/cmyS0JiR4SG">VZ Stock Rises Pre-Market As Verizon Lays Out Bullish 2026 Growth Outlook</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a Microsoft Azure logo is seen displayed on a smartphone with a Microsoft logo in the background.

MSFT Stock Tumbled On Thursday – But Retail Sees The Decline As A Gift To Investors 

The tech giant’s cloud-computing unit, Azure, posted a 38% growth, below the 39% increase in the same period last year.

<ul class="summary-bullets"><li>The company posted revenue of $81.3 billion, 17% higher than the same period last year and beating street expectations of $80.25 billion.</li><li>Earnings also beat market estimates, with Q2 earnings per share coming in at $4.14, increasing 24% year-on-year.</li><li>Amy Hood, Microsoft’s CFO, said about two-thirds of the company’s capital expense was on short-lived assets, including GPUs and CPUs.</li></ul>Microsoft Corp. (MSFT) shares slumped over 7% in after-hours trading on Wednesday despite the company reporting second-quarter (Q2) 2026 results that beat Wall Street expectations.However, the company reported a marginal decline in the growth of its cloud-computing unit, Azure, which clocked a 38% growth in sales for the latest quarter, compared to 39% growth in the same period last year.The company’s capital expenditure increased about 66% year-on-year, to $37.5 billion.<h2 class="st-heading-2">Q2 Results</h2>The world’s largest software vendor posted revenue of $81.3 billion, 17% higher than $69.63 billion from the same period last year. The latest revenue numbers beat street expectations of $80.25 billion as per data from Fiscal.ai based on 39 analyst estimates.Earnings also beat market estimates, with Q2 earnings per share coming in at $4.14, increasing 24% year-on-year, and beating analyst estimates of $3.95, as per Fiscal.ai data.“We are only at the beginning phases of AI diffusion and already Microsoft has built an AI business that is larger than some of our biggest franchises," said Satya Nadella, chairman and CEO of Microsoft in a statement.“We are pushing the frontier across our entire AI stack to drive new value for our customers and partners,” Nadella added.<h2 class="st-heading-2">Capex Rationale</h2>In an earnings call, Amy Hood, Microsoft’s CFO, said about two-thirds of the company’s $37.5 billion capital expense was on short lived assets, including GPUs and CPUs.“Our customer demand continues to exceed our supply,” Hood said. “Therefore, we must balance the need to have our incoming supply better meet growing demand with expanding first party AI usage across services like M365, Copilot, and GitHub Copilot, increasing allocations to R&amp;D teams to accelerate product innovation, and continued replacement of end of life server and networking equipment.”She added that the remaining capex was on long lived assets, expected to support monetization for 15 years and more.Microsoft expects capex to decrease on a sequential basis on account of normal variability from cloud infrastructure buildouts as well as the timing of delivery of finance leases.“As we work to close the gap between demand and supply, we expect the mix of short lived assets to remain similar to Q2,” Hood said.<h2 class="st-heading-2">Forward Guidance</h2>Microsoft expects revenue of $80.65 billion to $81.75 billion, or growth of 15 to 17% in the next quarter. The company also said that it expects its Azure revenue growth in the third-quarter to be between 37% and 38% in constant currency.Microsoft expects operating expenses to increase 10%-11%, driven by research and development investment, AI, compute capacity and talent.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/MSFT">MSFT shares</a> was in the ‘extremely bullish’ territory over the past 24 hours amid ‘extremely high’ message volumes.One bearish user said that the spending required to generate AI revenue was 'atrocious,' adding that the value wasn’t visible.<stembedurl>https://stocktwits.com/the_big_gains/message/643206332</stembedurl>&nbsp;However, another bullish user said the earnings were good, and the company shares would recoup the next day.<stembedurl>https://stocktwits.com/JayAr3/message/643213321</stembedurl>&nbsp;Shares of MSFT have risen 7.7% 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/meta-q4-earnings-beat-expectations-announces-higher-infrastructure-spend-on-superintelligence-for-2026/cmyg0zvR40A">Meta Shares Surge Over 10% On Strong Q4 Earnings, Higher Superintelligence Spend</a>

The Microsoft stand, during the first day of Mobile World Congress 2016 in Barcelona, 22nd of February, 2016. 

Why Did Microsoft Shares Slump After-Hours Despite Q2 Earnings Beat?

Microsoft reported a marginal decline in the growth of its cloud-computing unit while the company’s capital expenditure increased about 66% year-on-year.

<ul class="summary-bullets"><li>The initiative, named the HANGTIME contract, will build on Palladyne AI’s patented SwarmOS platform.&nbsp;</li><li>The system will allow autonomous units to share intelligence, adapt to changing conditions, and act in coordination.</li><li>The project will include satellite integration, extending Palladyne AI’s autonomous technology into orbit.</li></ul>Palladyne AI Corp. (PDYN) announced on Wednesday that it has secured a contract from the U.S. Air Force Research Laboratory (AFRL) to improve coordination among autonomous systems.&nbsp;The award aims to tackle a longstanding challenge in defense operations: enabling drones, ships, satellites, and other platforms to operate as a unified team.<h2 class="st-heading-2">SwarmOS And Autonomous Coordination</h2>The initiative, named “Hierarchical Adaptive Networked Game-Theoretic Integration of Multiple Echelons (HANGTIME),” will build on Palladyne AI’s patented SwarmOS platform.&nbsp;The system will enable autonomous units to share intelligence, adapt to changing conditions, and coordinate across multiple domains, including space, air, maritime, and land.Following the announcement,&nbsp;<a href="https://stocktwits.com/symbol/PDYN">Palladyne AI stock</a> traded over 36% in Wednesday’s premarket.&nbsp;On Stocktwits, retail sentiment around the stock changed to ‘extremely bullish’ from ‘bullish’ territory the previous day. Message volume shifted to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;<h2 class="st-heading-2">Expanding Into Space</h2>For the first time, the project will include satellite integration, extending Palladyne AI’s autonomous technology from terrestrial and maritime environments into orbit. This expansion is expected to improve real-time situational awareness and allow mission commanders to execute synchronized operations across all operational domains.<blockquote>“By connecting satellite, aerial, and ground systems using the patented SwarmOS embodied AI platform as a foundational technology, we’re helping the warfighter make better decisions in real time and stay one step ahead on the -battlefield.”-Ben Wolff, President and CEO, Palladyne AI</blockquote>By connecting air, maritime, land, and space assets through a single AI-driven platform, the system could reduce response times to threats and enable intelligence to flow more efficiently across all platforms.PDYN stock has gained 6% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/c3-ai-stock-rising-buyout-talks-automation-anywhere/cmygPJNR40b">This AI Stock Is Surging On Takeover Chatter – And Retail Traders Are Piling In</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. 

Why Did PDYN Stock Surge 36% Pre-Market Today? 

The company bagged Air Force Research Laboratory’s (AFRL) contract to make different autonomous systems work together. 

<ul class="summary-bullets"><li>Morgan Stanley said in a note to investors that while it sees Oracle’s GPU-as-a-Service as "a sizable revenue opportunity," the buildout will likely push its EPS below targets and increase its funding needs.&nbsp;</li><li>Morgan Stanley added that even after underperformance, it thinks the company’s own new, higher forecasts for funding needs and leverage are key risks not reflected in its credit spreads.</li><li>On Thursday, Trump said TikTok would continue to operate in the U.S. under a proposed joint venture, with Oracle being a key cloud infrastructure partner and investor.</li></ul>Oracle Corp. (ORCL) drew attention from retail investors on Friday after U.S. President Donald Trump confirmed in a social media post that TikTok would continue operating in the U.S.Trump said on Thursday that the social media platform would operate under a proposed U.S.-China joint venture, with Oracle <a href="https://stocktwits.com/news-articles/markets/equity/orcl-stock-eyes-another-day-in-the-green-thanks-to-tik-tok-s-us-revival-deal/cmybxeGR4Xx">being a key</a> cloud infrastructure partner and investor, owning 15% stake.However, Morgan Stanley on Friday lowered the price target on Oracle to $213 from $320. The analyst kept an ‘Equal Weight’ rating on the shares, according to TheFly. While the target represents a 20% upside from Oracle’s current $178 level, the analyst cut it back by 33%.<h2 class="st-heading-2">Morgan Stanley’s Rationale</h2>Morgan Stanley said in a note to investors that while it sees Oracle’s GPU-as-a-Service, or artificial intelligence infrastructure, as "a sizable revenue opportunity," its own analysis suggests that the buildout will likely push its earnings per share below targets as well as increase its funding needs.The analyst said that it also struggles to see a viable path to Oracle's EPS targets, which it has factored into the current share price and reduced price target. Oracle reported a $2.26 non-GAAP EPS for the second-quarter (Q2) 2026 and said it anticipates a 12-14% growth in non-GAAP EPS for the following quarter.Morgan Stanley added that even after underperformance, it thinks Oracle’s own new, higher forecasts for funding needs and leverage are key risks and are not reflected in its credit spreads. The analyst said that it recommends buying credit default swaps (CDS) and selling benchmark bonds.The analyst made no mention of the recent TikTok deal in its note to investors.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around ORCL shares remained in the ‘extremely bullish’ territory at the time of writing amid ‘extremely high’ message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_23_at_10_15_57_PM_png_ddc3e06b43.webp" alt="On Stocktwits, retail sentiment around ORCL shares remained in the ‘extremely bullish’ territory at the time of writing amid ‘extremely high’ message volumes." width="1296" height="173"></figure>One bullish user said the company’s stock would push past $180, and Trump’s support would raise it to over $190.<stembedurl>https://stocktwits.com/KnuckleSandwich/message/642691020</stembedurl>&nbsp;Shares of ORCL lost over 4% in the last year.For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

In this photo illustration, the Oracle logo is seen displayed on a smartphone screen and the TikTok logo in the background. 

Oracle Just Sealed The TikTok Deal, So Why Did Morgan Stanley Cut Its Price Target?

The analyst lowered the price target on Oracle to $213 from $320 while maintaining an ‘Equal Weight’ rating on the shares. 

Oracle Stock Eyes Another Day In The Green – Thanks To TikTok’s US Revival Deal

A U.S.-China compromise keeps TikTok alive in America, and hands Oracle a pivotal role in its future.

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