SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

SSgA Active Trust - SPDR S&P 500 ETF Trust

SPY is trending as traders weigh risk-on sentiment against rising bond yields and anticipate potential outcomes from US-China trade discussions. The community is closely watching for any signs of a "deal," with some suggesting that any positive news, even minor, could trigger a rally. Bullish sentiment remains despite mixed earnings reports from major tech companies and uncertainty surrounding future rate cuts.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is trending as traders digest news from the Trump-Xi meeting and await key earnings reports from major tech companies. Community chatter revolves around potential market reactions, with some anticipating a pullback and others expecting continued upward momentum. Sentiment appears mixed as participants analyze the implications of the meeting's outcome and upcoming financial results in the tech sector.

BrokeCoin is a meme-meets-utility cryptocurrency project operating under the ethos of Transparency, Community, and Respect. Formally registered as an LLC in Wyoming, USA, BrokeCoin is building an expansive ecosystem that combines light-hearted spirit of meme culture with real-world crypto utilities—spanning gaming, staking, NFTs, web services, and an e-commerce platform. Brokecoin believes in developing useful and interesting meme-inspired utilities to both service the crypto industry, and generate value for holders.

Brokecoin

Brokecoin is trending, fueled by community enthusiasm and discussions around its potential. The community is rallying behind the coin, emphasizing a shared vision and active development, while also celebrating its association with the $WAGMI meme. Conversations also highlight the coin's presence on the Solana blockchain and its potential for future growth.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Despite strong revenue growth, Meta Platforms is trending due to concerns about increased spending on AI and infrastructure, as well as a one-time tax charge impacting earnings. The community is debating whether the dip represents a buying opportunity or signals deeper issues with the company's investment strategy. Discussions also involve comparing Meta's situation and valuation to other tech giants like Google and Microsoft.

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 Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is trending as it approaches a new all-time high, with many anticipating a continued climb and eyeing the $200 mark. Bullish sentiment is fueled by the company's AI prospects, its partnership with NVIDIA, and speculation around a potential stock split. However, some community members express concerns about the company's high valuation and potential for a pullback.

Solana is a highly functional open source project that banks on blockchain technology’s permissionless nature to provide decentralized finance (DeFi) solutions. It is a layer 1 network that offers fast speeds and affordable costs. While the idea and initial work on the project began in 2017, Solana was officially launched in March 2020 by the Solana Foundation with headquarters in Geneva, Switzerland.

Solana

Solana is trending as community members discuss its potential, particularly around new projects and meme coins built on the network. The launch of a Solana ETF is also generating excitement. Despite some volatility, there's a strong sense of optimism and community support driving conversation around the cryptocurrency.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is trending as investors analyze the implications of its recent earnings report, particularly its significant AI spending and Azure cloud growth. Community discussions revolve around whether the company's investments will translate to long-term gains, with some expressing concerns about near-term guidance and profitability, while others see it as a buying opportunity for a tech leader.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Chipotle ($CMG) is trending as investors react to concerns about slowing sales and rising costs highlighted in the upcoming earnings report, with some analysts lowering price targets. The community is debating whether the stock is oversold, the impact of economic pressures on consumer spending at Chipotle, and the effectiveness of the current CEO. Some traders are also discussing portion sizes and pricing relative to competitors such as CAVA.

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

TeraWulf Inc

TeraWulf is trending as investors discuss its recent $900 million convertible note offering and its implications for the company's AI and data center expansion plans. Community members are debating whether the offering represents a strong vote of confidence or potential dilution, with some highlighting the favorable terms and Google's backing as bullish signals. The broader context involves TeraWulf's shift towards high-performance computing and AI, positioning it within the competitive landscape of clean energy and data center operations.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

GOOGL is trending as investors analyze its potential following strong Q3 earnings, with revenue exceeding expectations and AI advancements driving growth. The community is focused on the company's increased capital expenditures and the potential impact of AI on its search revenues, considering whether GOOGL can reach new price targets. Some analysts see significant upside, citing the strength of Google's ad and AI strategy relative to peers.

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Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

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Apple Inc.

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Telecomm ETFs in Focus After VZ & T's Q2 Earnings Beat

VZ and T beat earnings estimates. Also, powered by AI optimism and rate-cut hopes, the sector is poised for a rally. One can try ETFs like XTL and IYZ.

Merger Monday this week is likely to kick off with a deal in the tech space, with electronics components maker Amphenol Corp. (APH) reportedly close to announcing&nbsp;an agreement to acquire the broadband connectivity and cable solutions (CCS) business of communication equipment maker CommScope (COMM).In overnight trading,&nbsp;<a href="https://stocktwits.com/symbol/COMM">CommScope stock</a> jumped 22%, while&nbsp;<a href="https://stocktwits.com/symbol/APH">Amphenol stock</a> edged down 0.30%.A Wall Street Journal report, citing people familiar with the matter,&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/business/deals/amphenol-nears-big-broadband-deal-in-ai-boom-3909b0df">stated that</a> the rumored transaction, valued at approximately $10.5 billion, including debt, would be completed as early as Monday.The Journal said big strategics and private-equity firms pursued CommScope’s CCS business. The company is scheduled to report its quarterly results on Thursday before the market opens.In the first quarter that ended March 31, the CCS segment contributed $724.1 million to CommScope’s topline, accounting for 65% of the total revenue. The segment’s revenue grew 20% year over year (YoY).The CCS business provides network access, cable headend, and passive optical network (PON) technologies&nbsp;to telecommunication companies, as well as cable companies, and offers data center connectivity for cloud/hyperscalers. It also brings gigabit broadband (cable, IPTV, OTT) to homes and businesses worldwide.CommScope’s decision to offload its top revenue contributor may have been motivated by the need to reduce its heavy debt pile. At the end of the first quarter, the company’s balance sheet showed long-term debt of $7.25 billion, and its second-quarter interest expense was $173.7 million.In early February, CommScope completed the divestment of its outdoor wireless networks and distributed antenna systems businesses to Amphenol in a deal valued at more than $2 billion.The Journal stated that the CCS deal,&nbsp;if completed, will be Amphenol's largest&nbsp;to date. The deal will also boost the company’s data center offerings to meet the surging artificial intelligence (AI) demand.On Stocktwits, retail sentiment toward CommScope stock turned to ‘extremely bullish’ (78/100) by late Sunday from ‘bullish’ a day ago and ‘neutral’ a week ago. The message volume also perked up to ‘high’ levels.<figure class="image"><img style="aspect-ratio:622/53;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_04_at_1_51_19_AM_png_df44aa6996.webp" alt="Screenshot 2025-08-04 at 1.51.19 AM.png" width="622" height="53"><figcaption>COMM sentiment and message volume as of 1:50 a.m. ET, Aug. 4 | source: Stocktwits</figcaption></figure>Meanwhile, retail users of Stocktwits showed a muted reaction toward Amphenol stock, with sentiment staying ‘neutral’ and message volume at ‘normal’ levels.<figure class="image"><img style="aspect-ratio:621/57;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_04_at_1_52_44_AM_png_68e30fc146.webp" alt="Screenshot 2025-08-04 at 1.52.44 AM.png" width="621" height="57"><figcaption>APH sentiment and message volume as of 1:50 a.m. ET, Aug. 4 | source: Stocktwits</figcaption></figure>Retail trades lauded the deal speculation as “great news” for CommScope.<stembedurl>https://stocktwits.com/skcour/message/623568535</stembedurl>Another user saw it as a win-win proposition. “Good for $COMM and Great for $APH,” they said.<stembedurl>https://stocktwits.com/fatpie68/message/623562954</stembedurl>CommScope and Amphenol shares have soared by about 50% each year to date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-building-stripped-down-chatgpt-rival-led-by-ex-siri-chief/chrXeJDRdRl">Apple Building ‘Stripped-Down’ ChatGPT Rival? Secretive Team Led by Ex-Siri Chief Reportedly Driving Tim Cook’s AI Vision</a>

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

Amphenol Reportedly Closes In On $10.5B Buy Of CommScope Broadband Connectivity & Cable Business — Retail Cheers Rumored Deal  

In the first quarter that ended March 31, the CCS segment contributed $724.1 million to CommScope’s topline, accounting for 65% of CommScope’s total revenue.

Equity

In the first quarter that ended March 31, the CCS segment contributed $724.1 million to CommScope’s topline, accounting for 65% of CommScope’s total revenue.


Telecommunications firm AT&amp;T Inc.(T) has reached a $177 million preliminary settlement to put to rest a series of lawsuits stemming from data breaches that compromised the personal information of millions of its customers across the United States.A Reuters report said the agreement was deemed fair and reasonable by U.S. District Judge Ada Brown during a hearing on Friday in Dallas federal court, where the class-action lawsuit was being litigated.&nbsp;Depending on the specific breach and impact, affected customers may receive up to $2,500 or $5,000 for documented losses directly connected to the incidents.&nbsp;One of the incidents led to unauthorized downloads of approximately 109 million accounts, including call and text log data from 2022. This information was reportedly extracted from AT&amp;T’s cloud system managed via Snowflake Inc. (SNOW).&nbsp;The breach impacted a six-month timeframe, compromising nearly the entire customer base.In March 2024, AT&amp;T announced that it was investigating a data set discovered on the dark web. Initial findings indicated the data included information on 7.6 million current and over 65 million past customers.&nbsp;The compromised data appeared to predate 2020, likely originating from 2019 or earlier. The Federal Communications Commission is conducting a separate inquiry.In November 2024, a TechCrunch report revealed that the Department of Justice formally charged the two hackers, referring to their victim as a primary U.S. telecom provider.&nbsp;These details closely match disclosures AT&amp;T made about compromised metadata from customer communications.Authorities allege that the two carried out a year-long extortion campaign, demanding roughly $2.5 million in Bitcoin from several affected firms.&nbsp;They reportedly infiltrated AT&amp;T’s cloud systems in November 2023, along with data from other Snowflake clients.As digital threats grow more complex and frequent, class-action litigation is becoming a key mechanism for holding companies accountable and compensating affected individuals.&nbsp;On Stocktwits, retail sentiment around AT&amp;T remained in ‘bearish’ territory.<figure class="image"><img style="aspect-ratio:958/121;" src="https://news.stocktwits-cdn.com/Screenshot_2025_06_20_135811_png_fa656ad455.webp" alt="T's Sentiment Meter and Message Volume as of 2.00 p.m. ET on Jun.20, 2025 | Source: Stocktwits" width="958" height="121"><figcaption>T's Sentiment Meter and Message Volume as of 2.00 p.m. ET on Jun.20, 2025 | Source: Stocktwits</figcaption></figure>AT&amp;T stock has gained over 22% in 2025 and 54% in the last 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/meta-and-oakley-ai-enhanced-smart-glasses-for-athletes/chlxYOxRRPD">Meta And Oakley’s AI-Enhanced Smart Glasses For Athletes Draws Retail Cheer</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, the logo of AT&T Inc. is displayed on a smartphone screen.

Judge Reportedly Approves AT&T’s $177M Data Breach Settlement, But Retail Stays Cautious

A Reuters report said the agreement was deemed fair and reasonable by U.S. District Judge Ada Brown during a hearing on Friday in Dallas federal court, where the class-action lawsuit was being litigated.

Telecom giant AT&amp;T, Inc. (T) confirmed longstanding rumors and agreed to acquire Lumen Technologies, Inc.’s (LUMN) consumer fiber business for $5.75 billion in cash.Lumen’s enterprise fiber business and consumer copper-based customers are not part of the agreement.The transaction price was&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/lumen-analysts-say-competing-offers-likely-after-rumored-at-and-t-deal/chJGvmoRb3f">higher</a> than the $5.5 billion price speculated in late March but lower than the $6 billion expected in December.&nbsp;AT&amp;T Chair and CEO John Stankey said, “This deal with Lumen represents a significant investment in U.S. connectivity infrastructure that will create jobs and spur economic activity in numerous regions and major metro areas across 11 states.”The company hopes to double the availability of AT&amp;T Fiber by the end of 2030.Specifically, the company sees AT&amp;T Fiber&nbsp;expanding into major metro areas like Denver, Las Vegas, Minneapolis-St. Paul, Orlando, Phoenix, Portland, Salt Lake City, and Seattle, as well as additional geographies.AT&amp;T said the mass-market fiber assets included in the deal totaled about 1 million fiber subscribers across more than 4 million fiber locations.&nbsp;The telecom major plans to hold the acquired fiber network assets in a new, fully-owned subsidiary. After closing the deal, expected around in the first half of 2026, AT&amp;T plans to sell partial ownership of the subsidiary to an equity partner that will co-invest in the ongoing business.The deal comes amid the ongoing consolidation in the consumer fiber business. In September, AT&amp;T’s peer Verizon Communications, Inc. (VZ) announced a $20 billion deal to buy fiber internet provider Frontier Communications Parent, Inc. (FYBR).Canadian telecommunications company BCE, Inc. (BCE) has agreed to buy Ziply Fiber, a fiber Internet provider in the U.S. Pacific Northwest, for a total transaction value of C$7 billion ($4.91 billion).AT&amp;T also said on Wednesday that it reiterated its full-year 2025 operational guidance and share repurchase plans.“Paying $6B in cash for a part of Lumen is not what shareholders wanted... pay down the debt,” said one user on AT&amp;T’s stream.<stembedurl>https://stocktwits.com/StoneFoxCapital/message/615453937</stembedurl>A bearish watcher&nbsp;berated AT&amp;T for burning all its cash.<stembedurl>https://stocktwits.com/shortNyou/message/615461421</stembedurl>For Lumen,&nbsp;positive sentiment stemmed from retail investors’ relief at falling net debt.&nbsp;Others braced for a short-squeeze rally if the Lumen stock&nbsp;exceeded $5.<stembedurl>https://stocktwits.com/SRM10031/message/615463004</stembedurl><stembedurl>https://stocktwits.com/mckim/message/615465865</stembedurl>At the end of the first quarter, AT&amp;T’s balance sheet showed $117.26 billion in long-term debt, while it was $17.33 billion for Lumen Tech.By late Wednesday, sentiment toward <a href="https://stocktwits.com/symbol/LUMN">Lumen stock</a> was ‘extremely bullish’ (77/100), and the message volume on the stream was ‘high.’<figure class="image"><img style="aspect-ratio:621/53;" src="https://news.stocktwits-cdn.com/Screenshot_2025_05_21_at_9_47_01_PM_png_8c8a8f35b7.webp" alt="Screenshot 2025-05-21 at 9.47.01 PM.png" width="621" height="53"><figcaption>LUMN sentiment and message volume as of 9:47 p.m. ET, May 21 | source: Stocktwits</figcaption></figure>Sentiment among retail investors on Stocktwits was ‘bearish’ (42/100) toward the <a href="https://stocktwits.com/symbol/T">AT&amp;T stock</a>, accompanied by ‘normal’ message volume.<figure class="image"><img style="aspect-ratio:624/56;" src="https://news.stocktwits-cdn.com/Screenshot_2025_05_21_at_9_49_08_PM_png_e1d1043a7d.webp" alt="Screenshot 2025-05-21 at 9.49.08 PM.png" width="624" height="56"><figcaption>T sentiment and message volume as of 9:47 p.m. ET, May 21 | source: Stocktwits</figcaption></figure>Following the deal confirmation, AT&amp;T stock rose 0.11%&nbsp;to $27.50, and Lumen Tech stock climbed 11.55% to $4.25.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp; <a href="https://stocktwits.com/news-articles/markets/equity/fda-advisory-committee-flag-concerns-on-urogen-investigational-drug/ch0eX7URbYq">UroGen Stock Slumps After FDA Advisory Committee Flag Concerns On Its Investigational Drug: But Retail’s Unruffled</a>

 AT&T store, building exterior, Fifth Avenue, New York City, New York, USA. 

 AT&T’s $5.75B Lumen Consumer Fiber Deal Sparks Backlash From Retail Traders On Debt Concerns

With the deal, AT&T hopes to roughly double the availability of its fiber by the end of 2030.

AST SpaceMobile, Inc. (ASTS) shares fell over 3% in Monday’s after-hours session following the communication equipment company’s quarterly results.The Midland, Texas-based company reported a net loss of $45.71 or $0.20 per share for the first quarter of the fiscal year 2025, wider than the year-ago loss of $19.73 million or $0.16.Revenue climbed to $718,000 from $500,000.The Finchat-compiled consensus estimates called for a loss of $0.19 per share and revenue of $3.85 million.AST SpaceMobile said as of March 31, 2025, it incurred about $584.1 million of gross capitalized property and equipment costs and accumulated depreciation and amortization of $133.3 million.The company ended the quarter with cash, cash equivalents, and restricted cash of $874.5 million.&nbsp;AST SpaceMobile develops and builds satellites for cellular communication and is considered a rival to Tesla CEO Elon Musk-owned SpaceX unit Starlink.Abel Avellan, founder, Chairman and CEO of AST SpaceMobile, said the company is currently at an inflection point.&nbsp;“We have ramped up manufacturing capacity and are now able to announce our plans to support five scheduled orbital launches over the next six to nine months,” the executive said.He also noted that the company has expanded U.S. government opportunities and is positioned to start generating meaningful revenue in 2025.Regarding its business prospects, AST SpaceMobile said it has announced a multi-provider satellite orbital plan with five contracted launches over the next six to nine months.&nbsp;The company also underlined a $50 million to $75 million revenue opportunity for the year's second half from advanced SpaceMobile network commercialization efforts.On Stocktwits, retail sentiment toward AST SpaceMobile stock was ‘extremely bullish’ (80/100), and the message volume was also ‘extremely high.’<figure class="image"><img style="aspect-ratio:617/52;" src="https://news.stocktwits-cdn.com/Screenshot_2025_05_13_at_2_02_35_AM_png_e5b3274c59.webp" alt="Screenshot 2025-05-13 at 2.02.35 AM.png" width="617" height="52"><figcaption>ASTS sentiment and message volume as of 2:03 a.m. ET, May 13 | source: Stocktwits</figcaption></figure>AST SpaceMobile was among the top twenty-five most-active equity tickers on the platform early Tuesday.A bullish user said the stock was forming a new base to move past $35, adding that they would buy any pullback.<stembedurl>https://stocktwits.com/roger120/message/614398791</stembedurl>Another user said they bought the stock and would hold it, expecting a move above $30 by the end of the week.<stembedurl>https://stocktwits.com/WinnipegTrader/message/614382118</stembedurl>The stock is up about 29% year-to-date. The Koyfin-compiled average analysts’ price target for the stock is $42.27, implying over 55% upside potential.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next: <a href="https://stocktwits.com/news-articles/markets/equity/amc-offers-deep-discount-on-wednesday-tickets/chi87s3RbmD">AMC Launches '50% Off Wednesdays' To Revitalize Midweek Box Office: Retail Sees Move As Bullish For Stock</a>

 In this photo illustration the AST SpaceMobile logo is seen on a smartphone and a pc screen.

AST SpaceMobile Stock Slips On Disappointing Q1: Retail Buyers Throng To Buy Dip In This Starlink Rival

CEO Abel Avellan said the company has expanded U.S. government opportunities and is positioned to start generating meaningful revenue in 2025.

Two analysts gave AT&amp;T, Inc. (T) mixed reviews on Monday, but retail traders are unanimously bullish on the stock.While Raymond James analysts upped the price target for AT&amp;T stock, Citi removed it from its “Focus List,” TheFly reported.Raymond James analyst Frank Louthan maintained a ‘Strong Buy’ rating on<a href="https://stocktwits.com/symbol/T"> AT&amp;T stock</a>, but he&nbsp;raised the price target to $30 from $29. The analyst said he expects the company to continue to drive value for investors with stock appreciationLouthan expects wireless growth and a free cash flow ramp to bring investors to the name.Raymond James named&nbsp; AT&amp;T its best “large-cap” return story over the next 12 months.On the other hand, Citi’s decision to yank the stock off the “Focus List” is due to its recent outperformance vis-a-vis the broader market. According to the analyst, AT&amp;T’s improved fundamental outlook is now partly reflected in the stock’s current valuation.However, the brokerage said AT&amp;T remained its overall top pick due to its belief that the company can sustain a balanced approach between price and volume for its strategic products to deliver on its financial growth targets.Citi has a ‘Buy’ rating and a $32 price target for the stock.On Stocktwits, retail sentiment toward the stock remained ‘bullish’ (65/100), but the message volume stayed ‘low.’<figure class="image"><img style="aspect-ratio:635/138;" src="https://news.stocktwits-cdn.com/t_sentiment_png_f953c37052.webp" alt="t-sentiment.png" width="635" height="138"><figcaption>T sentiment and message volume as of 1:10 p.m. ET, April 7 | source: Stocktwits</figcaption></figure>A bullish user expects the upcoming earnings report to catalyze a stock price move to $30. They also braced for a stock buyback from the company.AT&amp;T is scheduled to report its first-quarter results before the market opens on April 23.<stembedurl>https://stocktwits.com/onjonx/message/610701100</stembedurl>Another user said the stock could see a reversal of the recent negative sentiment once the market stabilizes.<stembedurl>https://stocktwits.com/SwingfortheFences/message/610658219</stembedurl>Despite Friday’s pullback amid the market-wide weakness set in motion by the tariff uncertainty, AT&amp;T is the ninth best-performing stock this year.The stock has gained over 18% so far this year. By the mid-session on Monday, the stock was up about 0.40% at $26.74.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/palantir-stock-rises-defying-market-downturn/chf1UDgRb7p">Palantir Stock Rises Defying Market Downturn: Retail Shrugs Off Upside As ‘Dead-Cat Bounce’</a>

Wall Street Divided On AT&T Stock, But Retail Braces For Rally Following Q1 Print

Raymond James said the company’s wireless growth and free cash flow ramp will attract investors, while Citi views that the stock valuation has partly factored in improvement in fundamentals.

Telecom giant AT&amp;T is currently the 11th best-performing S&amp;P 500 stock and&nbsp;its strength has come amid volatile market conditions. Telecoms are typically defensive bets as demand for communication services remains strong even in recessionary conditions.AT&amp;T stock has gained nearly 23% this year, which compares favorably to the S&amp;P 500 Index’s 2.9% year-to-date loss and the Nasdaq Composite’s 7.3% plunge.&nbsp;The rally has been supported by its defensive appeal and the company’s improved fundamentals. In late January, the<a href="https://stocktwits.com/symbol/T"> AT&amp;T stock</a> gap opened higher after the Dallas, Texas-based company reported fourth-quarter results that aligned with expectations.Sell-side analysts&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/at-and-t-stock-snags-price-target-hikes-after-solid-q4-results/chbVJTgRYn">lauded the subscriber growth&nbsp;</a>and progress with cost elimination. They also expressed confidence that the company’s organic growth will be robust enough to offset the anticipated increase in cash taxes in 2025 and the significant capex spending on fiber and wireless networks.After a runup until early March, the stock paused for a breather but resumed the uptrend in mid-March.On Wednesday, AT&amp;T defied the broader market weakness due to the optimism generated by&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/lumen-analysts-say-competing-offers-likely-after-rumored-at-and-t-deal/chJGvmoRb3f">reports&nbsp;</a>of the company buying Lumen Technologies, Inc.’s (LUMN) consumer fiber business for about $5.5 billion.Commenting on the rumored deal, BofA Securities said Lumen's mass market segment covers 16 midwestern and western states with virtually no state-level overlap with AT&amp;T. The brokerage believes a potential combination offers upside to AT&amp;T's 50 million fiber passings target.BofA has a ‘Buy’ rating and a $28 price target on AT&amp;T shares.Last week, RBC Capital upped the price target for AT&amp;T stock to $28 from $27, while maintaining an ‘Outperform’ rating.&nbsp;Earlier this month, AT&amp;T said it remains on track to meet all of the 2025 and multi-year financial and operational guidance and capital allocation plans issued in its fourth-quarter earnings call. But peer Verizon, Inc.'s (VZ) comments on competitive pressure weighed down on AT&amp;T as well.<figure class="image"><img style="aspect-ratio:628/132;" src="https://news.stocktwits-cdn.com/at_and_t_sentiment_png_3fe51e74a0.webp" alt="at&amp;t-sentiment.png" width="628" height="132"><figcaption>T sentiment and message volume March 27, as of 3:19 am ET | Source:&nbsp;Stocktwits</figcaption></figure>On Stocktwits, retail sentiment toward AT&amp;T stock remained ‘extremely bearish’ (15/100), with the message volume at ‘extremely low’ levels. The sentiment reading fell to the worst levels since late September.A watcher said last week that AT&amp;T stock will likely fall back to the trendline around $25.<stembedurl>https://stocktwits.com/RobertLemire/message/608436573</stembedurl>The recent runup in the stock may have also served as a pushback.&nbsp;The Koyfin-compiled consensus price target for AT&amp;T stock is $27.25, implying 1.5% downside from current levels.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/5-software-stocks-attractiing-brisk-retal-chatter-march-26-wednesday/chJcuxTRb3y">DatChat, Zscaler And More: 5 Software Stocks That Attracted Brisk Retail Chatter On Wednesday</a>

AT&T Is Best-Performing Large-Cap Telecom Stock This Year But Retail Sentiment Languishes At 6-Month Low

The stock rally has been supported by its defensive appeal and the company’s improved fundamentals.

Rumors of AT&amp;T, Inc.’s (T) interest in Lumen Technologies, Inc.’s (LUMN) consumer fiber operations sparked a sell-off in the latter’s shares in late-afternoon trading on Tuesday.&nbsp;On the other hand,&nbsp;<a href="https://stocktwits.com/symbol/T">AT&amp;T's stock</a> rose 1.30%, with the upside partly due to the optimism in the broader market.A Bloomberg report&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-03-25/at-t-said-in-talks-to-buy-lumen-s-consumer-fiber-unit">said</a> Tuesday afternoon that AT&amp;T has been in exclusive discussions to acquire Lumen’s consumer fiber operations in a deal valued at more than $5.5 billion.&nbsp;The report also noted that Lumnen CFO Chris Stansbury said at a conference earlier this month that building fiber-to-home and wireless gave large providers lower churn and more pricing strength and that the company’s consumer fiber business has generated great interest.The executive said any transaction will likely help the company lighten its debt load.The consumer optics space has been going through consolidation. In September, AT&amp;T’s peer Verizon Communications, Inc. (VZ) announced a $20 billion deal to buy fiber internet provider Frontier Communications Parent, Inc. (FYBR).Canadian telecommunications company BCE, Inc. (BCE) has agreed to buy Ziply Fiber,&nbsp;a fiber Internet provider in the&nbsp;U.S. Pacific Northwest, for a total transaction value of C$7 billion ($4.91 billion).Commenting on the rumored AT&amp;T-Lumen transaction, Raymond James said the adverse reaction of&nbsp;<a href="https://stocktwits.com/symbol/LUMN">Lumen stock</a> is due to the deal value being lower than the $6 billion to $9 billion stated by a Reuters report in December, TheFly reported.Analysts at the firm said they would view a&nbsp;price over a 10-time multiple&nbsp;for the asset as a “very good” price. They also foresee competing bids from Verizon, T-Mobile US, Inc. (TMUS), and BCE.&nbsp;Raymond James has a ‘Neutral’ rating on Lumen stock.On Stocktwits, sentiment toward Lumen stock turned to ‘ bullish’ from ‘bearish’ a day ago, and the message volume on the stream spiked to ‘extremely high’ levels.<figure class="image"><img style="aspect-ratio:643/162;" src="https://news.stocktwits-cdn.com/lumn_sentiment_png_7c795480aa.webp" alt="lumn-sentiment.png" width="643" height="162"><figcaption>LUMN sentiment and message volume March 26, as of 7:40 am ET | Source:&nbsp;Stocktwits</figcaption></figure>Retailers on the platform think the rumored deal value is cheap.<stembedurl>https://stocktwits.com/Kain_C64/message/609242016</stembedurl>Another user said that&nbsp;Lumen’s stock could bounce before the official announcement.<stembedurl>https://stocktwits.com/Simba27/message/609198843</stembedurl>After ending Tuesday’s session down 9.47% at $4.40, Lumen traded down 0.23% at $4.39 in premarket trading. The stock is down over 17% so far this year. AT&amp;T was up 0.11% at $27.34 in premarket.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Retail investors on Stocktwits — where Altimmune has over 36,000 followers — have long speculated that the company could be a takeover target. | Image source: Getty Images

Lumen Analysts Say Competing Offers Likely After Rumored AT&T Deal For Consumer Optics Business:  Retail’s Excited

Raymond James said the adverse reaction of Lumen stock is due to the deal value being lower than the $6 billion to $9 billion stated by a Reuters report in December.

Are Wall Street Analysts Predicting Motorola Solutions Stock Will Climb or Sink?

Motorola Solutions has outpaced the broader market over the past year, and analysts maintaining a reasonable outlook on its future performance.

AST SpaceMobile, Inc. (ASTS) stock was trending on Stocktwits early Friday after the space-based cellular broadband network company announced regulatory clearance for testing its service in the U.S.In a statement released late Thursday, the Midland, Texas-based company said the Federal Communications Commission (FCC) granted it Special Temporary Authority (STA), authorizing testing service in the U.S.The company said this approval enables its first five BlueBird satellites to provide voice, data, and video services via AT&amp;T, Inc. (T) and Verizon, Inc.’s (VZ) low-band spectrum, requiring no special software or device updates.Vikram Raval, Global Head of Regulatory Affairs of AST SpaceMobile, said, “The FCC USA regulatory approvals represent a pivotal moment for AST SpaceMobile as we advance toward delivering seamless space-based cellular broadband connectivity.”AST SpaceMobile looks to install five gateways in the U.S.Chief Commercial Officer Chris Ivory said the company is accelerating its path to commercial activity, starting with the testing service with the off-the-shelf cellular handset on AT&amp;T and Verizon networks.AST SpaceMobile's Block 1 BlueBird satellites in orbit aim to support non-continuous cellular broadband service across the U.S. and in select global markets. The next-generation Block 2 Bluebirds are capable of delivering&nbsp;up to 10 times&nbsp;the bandwidth capacity of those in orbit, enabling peak data transmission speeds of up&nbsp;to 120 Mbps and supporting voice, full data, and video applications.The stock has a wide following on Stocktwits. An ongoing<a href="https://stocktwits.com/StocktwitsPolls/message/601166697"> Stocktwits poll</a> found that a majority of watchers expect at least a $19 stock price following a recent debt offering.&nbsp;On Stocktwits, retail sentiment toward <a href="https://stocktwits.com/symbol/ASTS">AST SpaceMobile stock</a> toned down to ‘bullish’ (66/100) from ‘extremely bullish’ a day ago and message volume also dropped and yet remained at ‘high’ levels.<figure class="image"><img style="aspect-ratio:632/132;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/asts_sentiment_71cac2fab8.png" alt="asts-sentiment.png" width="632" height="132"><figcaption>ASTS sentiment and message volume January 31, as of 2:23 am ET | Source:&nbsp;Stocktwits</figcaption></figure>A retail watcher said AST SpaceMobile is the "best growth stock of 2025," as they looked ahead to production acceleration, launch and global adoption.<stembedurl>https://stocktwits.com/kalleklovn123/message/602262932</stembedurl>Another talked about accumulating the stock at the open as they expect it to break above the $30 in the near term.<stembedurl>https://stocktwits.com/johnkimble/message/602261402</stembedurl>AST SpaceMoibile stock ended Thursday’s session up 2.77% at $18.21, taking the year-to-date gains to about 14%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/majority-of-stocktwits-users-reject-analysts-palantir-overvaluation-claims/chbMi03RqK">Majority Of Stocktwits Users Reject Analysts’ Palantir Overvaluation Claim: Retail Optimism Surges Ahead Of Q4 Results</a>

AST SpaceMobile Stock Attracts Brisk Retail Activity On FCC Testing Authorization: ‘Best Growth Stock Of 2025’

Chief Commercial Officer Chris Ivory said the company is accelerating its path to commercial activity, starting with the testing service with the off-the-shelf cellular handset on AT&T and Verizon networks.

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