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Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Coinbase is trending as its stock paradoxically rallies following a Q4 earnings report that widely missed revenue and EPS estimates, sparking community discussions about a potential short squeeze. The market appears to be reacting positively to the company's announced $2 billion stock buyback and ongoing efforts to diversify revenue streams beyond core crypto trading.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is trending after reporting stronger-than-expected earnings and an optimistic vehicle delivery outlook, with community discussion heavily focused on the anticipated mass-market R2 SUV launch and the potential for a significant short squeeze.

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

SPY is trending intensely as the market processes a January CPI report that delivered cooler headline inflation, igniting strong community debate on whether this data will fuel a significant rally or if further selling pressure is expected amid manipulation concerns.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is trending as investors sharply divide on whether recent inflation data will spur Federal Reserve rate cuts and a market rebound, or if the figures signal underlying economic weakness and potential deflation, with community discussion also heavily focused on AI's disruptive threat to tech valuations.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DraftKings is trending after releasing 2026 revenue and EBITDA guidance below analyst expectations, sparking intense debate among investors over growing competition from prediction markets and the future profitability of its core sports betting business.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others segments. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes China commerce retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment is involved in To-Home businesses, which include Ele.me, local services and delivery platform, and Taoxianda, and To-Destination segment businesses which include Amap, the provider of mobile digital map, navigation and real-time traffic information, and restaurant and local services guide platform. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solution. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is trending as investors weigh conflicting geopolitical signals. News of China's preliminary approval for BABA and other tech firms to order Nvidia H200 AI chips is sparking optimism around its AI advancements, though community discussion remains divided on the long-term implications of its recent addition to a Pentagon list alleging ties to China's military.

Pinterest, Inc. engages in the operation of a pinboard-style photo-sharing website. It allows users to create and manage theme-based image collections such as events, interests, and hobbies. The company was founded by Benjamin Silbermann, Paul C. Sciarra, and Evan Sharp in October 2008 and is headquartered in San Francisco, CA.

Pinterest Inc - Ordinary Shares - Class A

Pinterest Inc

Pinterest shares plunged following disappointing quarterly results and weaker guidance, exacerbated by a workforce reduction and multiple analyst downgrades. Community discussion is sharply divided between those seeing a deep value opportunity in its strong fundamentals despite current execution concerns, and others questioning its long-term monetization strategy and leadership amidst intensifying competition in the digital ad sector.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

Wendy's is trending as its weak 2026 outlook and continued decline in US same-store sales are sparking concerns about its future, intensified by inflation and labor costs. However, a segment of the community views the stock's significant dip, unchanged dividend, and buyout speculation as a compelling value opportunity.

Roku, Inc. engages in the provision of a streaming platform for television. It operates through the Platform and Devices segments. The Platform segment includes digital advertising and related services including the demand-side platform and content distribution services such as subscription and transaction revenue shares, media and entertainment promotional spending, the sale of premium subscriptions, and the sale of branded channel buttons on remote controls. The Devices segment is involved in the sale of streaming players, audio products, smart home products, and accessories that are sold through retailers and distributors, as well as directly to customers through the company’s website. The company was founded by Anthony J. Wood in October 2002 and is headquartered in San Jose, CA.

Roku Inc - Ordinary Shares - Class A

Roku Inc

Roku is seeing significant traction after its impressive earnings beat and optimistic 2026 guidance, fueled by strong platform revenue and record subscription growth. The community is actively discussing analyst upgrades and the potential for substantial upside, though some remain wary of market volatility.

Dutch Bros, Inc. engages in operating and franchising drive-thru shops that focus on handcrafted beverages. It operates through the Company-Operated Shops, and Franchising and Other segments. The Company-Operated Shops segment consists of coffee shop sales to customers. The Franchising and Other segment is involved in bean and product sales to franchisees and includes the initial franchise fees, royalties, and marketing fees. The company was founded by Travis Boersma and Dane Boersma in 1992 and is headquartered in Tempe, AZ.

Dutch Bros Inc - Ordinary Shares - Class A

Dutch Bros Inc

Dutch Bros is soaring on a significant earnings beat and strong expansion outlook, further bolstered by its inclusion in the S&P MidCap 400 and multiple analyst upgrades, igniting widespread bullish sentiment and calls for a short squeeze even as some investors eye its high valuation.

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<ul class="summary-bullets"><li>Ondas stock traded over 4% higher in Thursday’s premarket.</li><li>Ondas expects the fourth-quarter of 2025 to generate roughly $27 million to $29 million in revenue.</li><li>Stifel increased its price target, stating that the recent investor presentation helped clarify the company’s long-term strategy.</li></ul>Ondas Holdings Inc. (ONDS) stock has been attracting increased attention, with retail chatter on Stocktwits rising 131% over the past week,&nbsp;as traders, investors, and analysts expressed optimism about the defense infrastructure provider’s growth.&nbsp;Ondas stock traded over 4% higher in Thursday’s premarket. At the time of writing, retail sentiment around the stock remained in ‘bullish’ territory with message volume improving to ‘extremely bullish’ from ‘bullish’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_22_055536_png_ac66175bf0.webp" alt="ONDS’s Sentiment Meter and Message Volume as of 05:00 a.m. ET on Jan. 22, 2026 | Source: Stocktwits" width="928" height="107"><figcaption>ONDS’s Sentiment Meter and Message Volume as of 05:00 a.m. ET on Jan. 22, 2026 | Source: Stocktwits</figcaption></figure>Some bullish Stocktwits users expected the stock to reach $15.&nbsp;<stembedurl>https://stocktwits.com/feedmaster/message/642517688</stembedurl><stembedurl>https://stocktwits.com/Runningman79/message/642518623</stembedurl>Another user considered the stock to be their personal favourite.&nbsp;<stembedurl>https://stocktwits.com/Palintirmoonit</stembedurl><h2 class="st-heading-2">Revenue Outlook&nbsp;</h2>Last week, during its Investor Day, Ondas raised its 2026 revenue outlook to a range of $170 million to $180 million, 25% higher than its previous $140 million target.&nbsp;Ondas expects the fourth-quarter of 2025 to generate roughly $27 million to $29 million in revenue, and 2025 revenue between $47.6 million and $49.6 million, both results surpassing prior internal goals.<h2 class="st-heading-2">Street Opinion</h2>On Wednesday, Stifel increased its price target to $18 from $17 and maintained a ‘Buy’ rating on the stock, according to TheFly. Analyst Jonathan Siegmann said the company’s guidance and execution timeline exceeded his team’s initial expectations.&nbsp;The firm emphasized that the recent investor presentation helped clarify the company’s long-term strategy and the differentiated nature of its autonomous systems portfolio, particularly in drone and related defense segments.&nbsp;H.C. Wainwright, Oppenheimer, Lake Street, and Needham&nbsp;also raised their price targets on Tuesday, taking a bullish stance on the company’s diversified autonomous systems platform.The stock has gained 429% over the past 12 months, driven by a slew of investments and defense-related deals in 2025. Ondas develops advanced autonomous systems and private wireless technology through its units Ondas Autonomous Systems (OAS), Ondas Capital, and Ondas Networks.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tesla-stock-rises-premarket-cybertruck-deliveries-begin-in-uae-ahead-of-schedule-after-saudi-tensions/cmUzs8jR4QS">Tesla Stock Rises Premarket: Cybertruck Deliveries Begin In UAE Ahead Of Schedule After Years Of Saudi Tensions</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of Ondas Holdings Inc. (Photo illustration by Cheng Xin/Getty Images)

Ondas Retail Chatter Up 131% In A Week — What's Driving Trader Interest?

Last week, during its Investor Day, Ondas raised its 2026 revenue outlook to a range of $170 million to $180 million, 25% above its previous $140 million target. 

Equity

Is State Street SPDR S&P Telecom ETF (XTL) a Strong ETF Right Now?

<ul class="summary-bullets"><li>The report stated that Ondas has expanded its footprint in Israel by acquiring several robotics and drone specialists.</li><li>Additionally, the stock also got a lift after Trump proposed a $1.5 trillion defense budget.&nbsp;</li><li>Ondas is scheduled to host its Investor Day on January 16.&nbsp;</li></ul>Ondas Holdings Inc. (ONDS) stock drew significant investor attention today after&nbsp;Israel’s Ministry of Defense reportedly selected its subsidiary Airobotics for its “Drone Hives” project.&nbsp;According to an Israel Defense&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.israeldefense.co.il/en/node/67414">report</a>, the project consists of automated unmanned aircraft systems positioned along Israel’s borders.&nbsp;<h2 class="st-heading-2">Building An Integrated Robotics Network</h2>The report stated that Ondas has expanded its footprint in Israel by acquiring several robotics and drone specialists, creating a combined platform that links aerial surveillance with ground-based robotic tools.&nbsp;Defense planners view this approach as a way to streamline intelligence gathering and improve tactical flexibility, the report cited.&nbsp;<a href="https://stocktwits.com/symbol/ONDS">Ondas’ stock</a> traded over 11% higher in Thursday’s premarket.&nbsp;Additionally, the stock also got a lift after U.S. President Donald Trump said the country’s 2027 defense budget should be increased to $1.5 trillion instead of $1 trillion.&nbsp;“I have determined that, for the good of our country, especially in these very troubled and dangerous times, our military budget for the year 2027 should not be $1 trillion dollars, but rather $1.5 trillion dollars,” Trump said in a Truth Social post.What Are Stocktwits Users Saying?&nbsp;On Stocktwits, retail sentiment around the stock improved to ‘extremely bullish’ from ‘bullish’ territory the previous day. Message volume changed to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_08_083054_png_a4ca4768b0.webp" alt="ONDS’s Sentiment Meter and Message Volume as of 08:00 a.m. ET on Jan. 8, 2026 | Source: Stocktwits" width="930" height="102"><figcaption>ONDS’s Sentiment Meter and Message Volume as of 08:00 a.m. ET on Jan. 8, 2026 | Source: Stocktwits</figcaption></figure>A Stocktwits user lauded the update, saying&nbsp;it's proving to be a real player in the autonomous defense space.<stembedurl>https://stocktwits.com/LevelsCapital/message/641189700</stembedurl>Another user expressed optimism about the company’s growth potential.&nbsp;<stembedurl>https://stocktwits.com/PeterGrant5/message/641188606</stembedurl><h2 class="st-heading-2">Investor Day</h2>At the firm’s investor day on January 16, Ondas is expected to provide its 2026 outlook and growth plan. The investor day will also include overviews of Ondas’ autonomous platforms, such as unmanned aerial and ground systems and counter–unmanned aircraft systems (counter-UAS) products.On January 2, Ondas announced it will rename itself Ondas Inc. and relocate its headquarters to West Palm Beach, Florida.&nbsp;ONDS stock has gained over 379% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/acon-stock-pops-pre-market-today-what-s-driving-the-move/cmUbeT3R4Pp">ACON Stock Pops 45% Pre-Market Today: What’s Driving The Move?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Ondas Holdings logo is seen displayed on a smartphone screen.

Ondas Stock Shot Up 11% Today – What’s Driving The Investor Optimism? 

According to an Israel Defense report, the “Drone Hives” project consists of automated unmanned aircraft systems positioned along Israel’s borders. 

<ul class="summary-bullets"><li>Scotiabank reassessed the company's market position amid concerns over valuation and revenue timelines.</li><li>The firm downgraded AST SpaceMobile (ASTS) stock to ‘Underperform’ from ‘Sector Perform.’</li><li>The firm highlighted a history of timing missteps in market execution and slow adoption among U.S. and Japanese customers.</li></ul>Scotiabank has downgraded AST SpaceMobile (ASTS) stock to ‘Underperform’ from ‘Sector Perform’ and has a price target of $45.60 per share.&nbsp;The move comes as the firm reassesses the company's market position amid concerns over valuation and revenue timelines.Following the downgrade,&nbsp;<a href="https://stocktwits.com/symbol/ASTS">AST SpaceMobile stock</a> traded over 6% lower in Wednesday’s premarket. However, on Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory amid ‘high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_07_082030_png_d16650fc5a.webp" alt="ASTS’s Sentiment Meter and Message Volume as of 08:00 a.m. ET on Jan. 7, 2026 | Source: Stocktwits" width="933" height="107"><figcaption>ASTS’s Sentiment Meter and Message Volume as of 08:00 a.m. ET on Jan. 7, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Caution On Overvaluation</h2>Scotiabank said, AST SpaceMobile’s stock has "once again overshoot to what we see as irrational levels," indicating that the shares may be trading well above reasonable expectations, according to TheFly.The firm’s middle-ground assessment estimates a fair value range between $45 and $55 per share. While the firm acknowledged that AST SpaceMobile’s technology is "impressive," it also highlighted a history of timing missteps in market execution.&nbsp;Slow adoption among U.S. and Japanese customers, modest average revenue per user (ARPU), and substantial capital expenditures are cited as reasons why meaningful cash flow may not materialize until 2028 or 2029.<h2 class="st-heading-2">Strong Performance&nbsp;</h2>AST SpaceMobile has attracted significant investor interest following a strong rally last year. Its plan to offer global cellular broadband through its BlueBird satellites has generated excitement.As of Tuesday’s close, AST SpaceMobile shares have risen 32% so far this year and over 323% in the last 12 months.&nbsp;ASTS expects to send satellites into orbit roughly every 45 days throughout 2026, a pace intended to support the continuous expansion of its low Earth orbit network. Its BlueBird satellites are built to provide fast, always-on mobile internet directly to regular smartphones worldwide.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/qbts-surged-today-all-eyes-on-ces-2026-which-will-highlight-practical-quantum/cLeFVsnREMA">D-Wave Acquires Quantum Circuits For $550M To Boost ‘Fault-Tolerant Quantum Computing’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Why Did ASTS Stock Tumble 6% Pre-Market Today?

Scotiabank said, AST SpaceMobile’s stock has "once again overshoot to what we see as irrational levels," indicating that the shares may be trading well above reasonable expectations.

<ul class="summary-bullets"><li>AST SpaceMobile&nbsp;has doubled&nbsp;its U.S. headcount to more than 1,800 employees.</li><li>With about 95% of its production verticalized, the company handles nearly all its manufacturing within the U.S.</li><li>The company’s next-generation BlueBird spacecraft aims to deliver up to 10x the data capacity of earlier versions.</li></ul>AST SpaceMobile, Inc. (ASTS) announced on Tuesday that it has added two new production facilities, one in Midland, Texas, and another in Homestead, Florida, while doubling its U.S. headcount to more than 1,800 employees.The move marks a strong push to scale operations and deepen the space-based broadband network provider’s domestic footprint.<h2 class="st-heading-2">Vertical Integration Strategy</h2>With about 95% of its production verticalized, AST SpaceMobile handles nearly all its manufacturing within the U.S. Its Midland operations now span five facilities where the company designs and builds its BlueBird satellites from the ground up, backed by 3,800 U.S. patents and patent applications.Following the update,&nbsp;<a href="https://stocktwits.com/symbol/ASTS">AST SpaceMobile’s stock</a> traded over 1% higher in Tuesday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory amid ‘normal’ message volume levels.<blockquote>“As we accelerate production of our next-generation BlueBird satellites, the expansion allows us to increase capacity, strengthen our supply chain, and bring even more high-technology manufacturing work back to the United States.”-Abel Avellan, Founder, Chairman and CEO, AST SpaceMobile</blockquote>By ramping up U.S.-based satellite manufacturing, the company will provide reliable cellular broadband to underserved areas faster than ever, added Avellan.<h2 class="st-heading-2">Next-Gen Satellites&nbsp;</h2>The company’s next-generation BlueBird spacecraft is engineered with advanced technology, including massive phased-array antennas covering around 2,400 square feet, custom power modules, and AST’s in-house AST5000 application-specific integrated circuit (ASIC).&nbsp;These improvements aim to deliver up to 10x the data capacity of earlier versions, with peak speeds near 120 Mbps.ASTS stock has gained over 160% in 2025 and over 127% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/microsoft-palantir-lead-dan-ives-new-list-of-ai-era-winners/cL52WWlREXV">Microsoft, Palantir Lead Dan Ives’ New List Of AI-Era Winners</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

AST SpaceMobile Expands US Manufacturing With Two New Facilities, Doubles Workforce

AST SpaceMobile has doubled its U.S. headcount to more than 1,800 employees.

The move marks a strong push to scale operations and deepen the space-based broadband network provider’s domestic footprint.


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.

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.

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