SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Veil Cash is a privacy application leveraging zk-SNARKs on Base L2, enabling verified depositors to achieve privacy and anonymity within a pool of trusted users.  Veil Cash is a non-custodial privacy protocol on Base L2. Veil Cash's goal will be enabling verified users to achieve privacy and anonymity from trusted pools.  Veil is a set of smart contracts that will allow users that are deemed as verified users to deposit into the protocol. Users can later withdraw their deposits from another address without creating a link between these two addresses.   Verified users are those who meet certain criteria based on both on-chain and off-chain data.

Veil-project

The Veil community is rallying around the project's focus on digital privacy and decentralization, often citing its multi-algorithm mining and staking capabilities as key differentiators. Investors are actively discussing the potential for a privacy-focused market surge, frequently highlighting the project's long-term utility alongside established privacy coins.

BioCryst Pharmaceuticals, Inc. is a biotechnology company. It engages in the provision of structure-guided drug design with the goal of developing oral small-molecule and protein therapeutics to target difficult-to-treat rare diseases. The company was founded by William M. Spencer III, Charles E. Bugg, and John A. Montgomery in 1986 and is headquartered in Durham, NC.

Biocryst Pharmaceuticals Inc.

Biocryst Pharmaceuticals is trending as heightened speculation around a potential buyout and unconfirmed M&A rumors drive significant after-hours volume and price volatility. Community members are actively debating the legitimacy of these reports, with long-term shareholders analyzing historical valuation metrics and potential takeover scenarios while others speculate on the motivations behind recent unusual trading patterns.

Blue Owl Capital, Inc. operates as an alternative asset management firm. It provides investors access to asset management capital solutions through its Direct Lending and GP Capital Solutions products. The company offers a platform of capital solutions to both middle market companies and large alternative asset managers. The company was founded by Doug Irving Ostrover, Michael Rees and Craig W.Packer in 2009 and is headquartered in New York, NY.

Blue Owl Capital Inc - Ordinary Shares - Class A

Blue Owl Capital is trending due to significant liquidity concerns following the restricted withdrawal access in its private credit funds, which has sparked investor anxiety over potential sector-wide fallout. The community is actively debating whether this represents an isolated incident or a broader 'canary in the coal mine' moment for private credit stability amidst rising default risks.

Roundhill ETF Trust - Roundhill Ether Covered Call Strategy ETF

oundhill Ether Covered Call Strategy ETF

Investors are closely monitoring YETH as the community debates its weekly distribution payouts versus the underlying volatility of Ethereum. While some traders leverage the fund for its income potential during range-bound market phases, others remain cautious due to concerns regarding NAV erosion and management performance.

Grok's first token launched on Base, deployed directly on X with help of Bankr. Proof of deployment here, https://x.com/grok/status/1897949874961650169.  Join the DRB community if this story intrigues you, follow it as it unfolds into this new AI era.  Grok earns swap fees - Grok's trading wallet: 0xb1058c959987e3513600eb5b4fd82aeee2a0e4f9.  Articles, media coverages on $DRB featured here, https://linktr.ee/DRBtaskforce.  Our dev, is grok, one of the front-running candidate to achieve AGI.

DebtReliefBot

DebtReliefBot is trending as investors rally around its narrative as an AI-generated project linked to the Grok wallet, fueling speculation about its potential for growth within the Base ecosystem. The community remains highly bullish, frequently discussing its low follower count as a sign of being early while emphasizing its unique connection to AI-driven token creation.

ARK ETF Trust - ARK Autonomous Technology & Robotics ETF

ARK Autonomous Technology & Robotics ETF

ARKQ is capturing investor attention as community members debate whether emerging robotics and 'embodied AI' infrastructure will take the tech sector's leadership baton this year. The ETF remains a focal point for discussion regarding portfolio rotation into automation themes, with sentiment driven by institutional buying activity and the sector's long-term growth potential.

Eaton Corp. Plc is a power management company, which provides energy-efficient solutions for electrical, hydraulic, and mechanical power. It operates through the following segments: Electrical Americas and Electrical Global; Aerospace, Vehicle, and eMobility. The Electrical Americas and Electrical Global segments engage in sales contracts for electrical components, industrial components, power distribution and assemblies, residential products, single and three phase power quality, wiring devices, circuit protection, utility power distribution, power reliability equipment, and service. The Aerospace segment supplies aerospace fuel, hydraulics, and pneumatic systems for commercial and military use. The Vehicle segment deals with the design, manufacture, marketing, and supply of drivetrain and powertrain systems and critical components that reduce emissions and improve fuel economy, stability, performance and safety of cars, light trucks and commercial vehicles. The eMobility segment designs, manufactures, markets, and supplies electrical and electronic components and systems that improve the power management and performance of both on-road and off-road vehicles. The company was founded in 1911 and is headquartered in Dublin, Ireland.

Eaton Corporation plc

Eaton Corporation is trending as a major beneficiary of the AI-driven data center expansion, with investors betting on its critical role in power infrastructure and cooling systems. The community is actively discussing its long-term growth as a core industrial leader while monitoring recent price action and technical setups following volatility in the sector.

ARK ETF Trust - ARK Innovation ETF

ARK Innovation ETF

Investors are closely watching the ARK Innovation ETF as it experiences sharp volatility, with community members expressing polarized views on Cathie Wood's aggressive buying and selling patterns amid broader market rotation out of high-beta growth stocks. The ongoing discourse highlights concerns over the fund's long-term performance and its heavy exposure to volatile tech and crypto-linked assets, leading to intense debates between those betting on an innovation-led rebound and those skeptical of the fund's strategy.

Monero

Monero (XMR) is trending as the community debates its role as the premier privacy-focused asset, with active discussions focusing on its unique resistance to regulatory oversight compared to transparent chains. Enthusiasts view it as a long-term store of value and a hedge against institutional tracking, while detractors continue to characterize the asset through speculative or cynical lenses.

NEOS ETF Trust - NEOS Nasdaq 100 High Income ETF

NEOS Nasdaq 100 High Income ETF

Investors are flocking to NEOS Nasdaq 100 High Income ETF (QQQI) to capture high monthly yields while maintaining core exposure to the Nasdaq 100. Community discussion centers on the fund's competitive edge over peers due to its tax-efficient return-of-capital structure and active management strategy, with many users dollar-cost averaging into positions as a long-term retirement income play.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

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

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

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<ul class="summary-bullets"><li>Retail users dismissed concerns over the delay, highlighting that it would not impact earnings.&nbsp;</li><li>In January, Meta beat street expectations for revenue and earnings in its Q4 results, posting a 24% growth in revenue.</li><li>Meta expects to report Q1 2026 revenue in the range of $53.5 billion to $56.5 billion.</li></ul>Shares of Meta Platforms Inc. (META) declined the most since Oct. 30, 2025, falling more than 4% in Friday’s trading hours after reports indicated that the release of the company’s latest artificial intelligence model, code-named Avocado, would be delayed.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260314_121344495_png_8cfbfc7a2f.webp" alt="koyfin_20260314_121344495.png" width="2400" height="1240"></figure>&nbsp;Earlier on Friday, The New York Times <a href="https://stocktwits.com/news-articles/markets/equity/why-is-meta-stock-down-in-premarket-today/cZdDIxFRIan">reported</a> that the flagship AI model had failed to meet internal benchmarks, underperforming its rivals like Google, OpenAI, and Anthropic.Meanwhile, retail sentiment around <a href="https://stocktwits.com/symbol/META">META shares</a> jumped from ‘bearish’ to ‘bullish’ territory over the past 24 hours, climbing up despite the news.<h2 class="st-heading-2">What Did Stocktwits Users Say?</h2>One bullish user dismissed concerns over the delay, calling it a ‘Fear, Uncertainty, and Doubt’ situation. The user said Meta would report blowout earnings again in the April quarter.<stembedurl>https://stocktwits.com/FallingKnifeVictim/message/647445521</stembedurl>&nbsp;Another user similarly dismissed the report, calling it speculation, while reiterating the company’s strong fundamental positioning.<stembedurl>https://stocktwits.com/kyle7324/message/647494874</stembedurl>&nbsp;Another user called the stock price dip an “overreaction,” adding that the company’s fair value was at over $700, levels at which the stock was trading at after its fourth-quarter (Q4) results.<h2 class="st-heading-2">Q4 Snapshot</h2>In January, Meta beat street expectations for revenue and earnings in its <a href="https://stocktwits.com/news-articles/markets/equity/meta-q4-earnings-beat-expectations-announces-higher-infrastructure-spend-on-superintelligence-for-2026/cmyg0zvR40A">Q4 results</a>, posting a 24% growth in revenue to $59.89 billion, and higher than consensus estimates of $58.59 billion at the time.The company’s earnings also beat market estimates, with Q4 earnings per share coming in at $8.88, 11% higher year-on-year. The strong results were a consequence of surging ad revenue, which improved 24% from the previous-year period, higher user engagement, and AI-driven efficiency gains.Meta provided a first-quarter (Q1) 2026 total revenue guidance in the range of $53.5 billion to $56.5 billion, and full-year revenue outlook of $162 billion to 169 billion.META stock climbed 3.8% in the past year.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/amazon-web-services-partners-with-cerebras-to-boost-ai-inference-speed-amid-mega-bond-sale/cZdDSI1RIOP">Amazon Web Services Partners With Cerebras To Boost AI Inference Speed Amid Mega Bond Sale</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Meta logo displays on the screen of a smartphone placed on a surface reflecting the circular Meta AI logo.

META Shares Slip Most In 4 Months After Reported AI Model Delay — So Why Is Retail Still Bullish?

A report from The New York Times on Friday indicated that the release of the company’s latest artificial intelligence model, code-named Avocado, would be delayed.

Equity

<ul class="summary-bullets"><li>Burry noted that Alphabet’s filing now includes “historical asset performance” and “expected technology developments,” with the latter representing a more formal expression.</li><li>Venture capital firm Stonebridge Capital, in response to Burry’s note, said the change looked like Alphabet was getting ahead of its AI hardware obsolescence.&nbsp;</li><li>In its latest fourth-quarter (Q4) release, Alphabet provided a capex outlook between $175 billion and $185 billion in 2026, much higher than street estimates of $119.5 billion.</li></ul>‘The Big Short’ investor Michael Burry pointed out that Alphabet Inc. (GOOG, GOOGL) has changed the phrasing and methodology in its latest annual filing with the U.S. Securities and Exchange Commission (SEC).In a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://substack.com/@michaeljburry/note/c-210328033">Substack note</a> from Thursday, Burry said that Alphabet has updated its 10-K 2025, released earlier in the day, with different wording in both its risk factors section and its property and equipment “useful lives” description.Burry noted that Alphabet’s filing now includes “historical asset performance” and “expected technology developments,” with the latter representing a formal expression “with a different proactive connotation.”<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_05_at_10_28_38_PM_png_2e1e68f7aa.webp" alt="Screenshot 2026-02-05 at 10.28.38 PM.png" width="1315" height="1018"></figure><h2 class="st-heading-2">&nbsp;</h2><h2 class="st-heading-2">What Does This Mean?</h2>Alphabet’s revised phrasing in the filing is to notify investors of changes in how it estimates the useful lives of property and equipment, and expectations about future technological developments.The change formalizes how the company will determine depreciation of its assets, likely related to its artificial intelligence infrastructure spend.“Sounds like they're getting ahead of AI hardware obsolescence. Interesting they're building that flexibility now,” said venture capital firm Stonebridge Capital, in <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://substack.com/profile/399130908-stonebridge-capital/note/c-210351068">response</a> to Burry’s note.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_05_at_10_54_08_PM_png_3b50b32065.webp" alt="Screenshot 2026-02-05 at 10.54.08 PM.png" width="1338" height="309"></figure>&nbsp;Another user, Auctus, explained that the change in methodology and phrasing indicates the company is altering its accounting estimates to change the impact on its bottom line.“By shifting the methodology for asset useful lives to a more 'proactive' and 'expected' framework, they’re effectively lowering depreciation expenses. It’s a classic move to pad earnings and offset the massive Capex drag from their AI infrastructure spend,” Auctus said in a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://substack.com/profile/308968541-auctus/note/c-210334760">response</a> to the note.<h2 class="st-heading-2">Capex Increase</h2>In its latest fourth-quarter (Q4) <a href="https://stocktwits.com/news-articles/markets/equity/alphabet-shares-down-despite-reporting-record-annual-revenue-know-why/cZbjXJVR4Ng">release</a>, Alphabet provided a capex outlook of $175 billion to $185 billion for 2026, well above street estimates of $119.5 billion, and almost double its 2025 spend.Alphabet CEO Sundar Pichai justified the increase by saying that the company’s AI investments and infrastructure have been driving revenue and growth across the board.The company also noted that the hike in its technical infrastructure investments will impact its bottom line via higher depreciation expenses and related data center costs. Alphabet said it expects its 2026 depreciation growth rate to accelerate in Q1 26 and significantly increase for the full year ahead.Alphabet reported Q4 revenue of $113.8 billion, an 18% increase from the same period last year, and ahead of analysts’ estimates of $111.5 billion. The company reported diluted earnings per share of $2.82 per share, ahead of the street consensus of $2.64 per share.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around GOOG shares was in the ‘extremely bullish’ territory over the past 24 hours. Meanwhile, message volumes jumped from ‘high’ to ‘extremely high’ levels in the same period.<a href="https://stocktwits.com/symbol/GOOG/">Shares of GOOG</a> have gained over 66% 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/google-parent-alphabet-earnings-beat-fuels-analyst-price-target-hikes-but-capex-jitters-linger/cZbZdsDR4VB">Google Parent Alphabet Earnings Beat Fuels Analyst Price Target Hikes – But Capex Jitters Linger</a>

Michael Burry attends the "The Big Short" New York premiere at Ziegfeld Theater on November 23, 2015 in New York City.

Michael Burry Flags Wording, Methodology Updates In Google Parent Alphabet’s Fresh Filing

In a Substack note, Burry said that Alphabet has updated its 10-K 2025, released earlier in the day, with different wording in its risk factors section and its property and equipment description.

ETFs to Watch as Alphabet Reports Q4 Earnings

ETFs to watch as Alphabet's earnings beat Q4 estimates, but heavy AI-driven capex weighed on market sentiment.

<ul class="summary-bullets"><li>Barclays increased its target to $360 from $315 as it kept an Overweight rating, highlighting robust fundamentals and strength in digital advertising and cloud demand.</li><li>Pivotal Research increased its price target&nbsp; to $420 from $400, maintaining a ‘Buy’ rating based on the company’s search and artificial intelligence momentum.</li><li>Alphabet said it expects to spend between $175 billion and $185 billion in 2026.</li></ul>Alphabet Inc. (GOOG,GOOGL) is drawing fresh optimism as multiple Wall Street firms lifted their stock price targets following stronger-than-expected earnings and AI-led momentum.For the fourth-quarter, the tech giant reported a revenue of $113.8 billion and earnings per share (EPS) of $2.82. Both the metrics surpassed the analysts’ consensus estimate of $111.5 and $2.64, according to Fiscal AI data.&nbsp;<h2 class="st-heading-2">Analysts Hike Price Targets On AI, Search Momentum&nbsp;</h2>Barclays, Pivotal Research and TD Cowen all raised their 12-month price targets for Alphabet, underscoring sustained faith in the search giant’s growth story. Barclays increased its target to $360 from $315 as it kept an Overweight rating, highlighting robust fundamentals and strength in digital advertising and cloud demand, according to TheFly.&nbsp;Pivotal Research increased its price target&nbsp; to $420 from $400, maintaining a ‘Buy’ rating based on the company’s search and artificial intelligence momentum, especially led by the performance of its Gemini AI and resilient search revenue.TD Cowen lifted its price target to $365 from $350, signaling that continued strength in search and cloud activity supports further stock upside.&nbsp;However,&nbsp;<a href="https://stocktwits.com/symbol/GOOGL">Alphabet Class A shares</a> traded over 2% lower in Thursday’s premarket. Investors remain cautious after the company flagged a sharp rise in future capital spending&nbsp;<h2 class="st-heading-2">Capex Fears Weigh On Investors&nbsp;</h2>Alphabet said it expects to spend between $175 billion and $185 billion in 2026, a figure far higher than the $119.5 billion estimate and almost twice as much as it invested the year before. The higher capital spending plan caused a decline in the stock price. But in the earnings call, CEO Sundar Pichai expressed optimism about the revenue potential from the investments.&nbsp;&nbsp;<blockquote>“We’re seeing our AI investments and infrastructure drive revenue and growth across the board.”-Sundar Pichai, CEO, Alphabet and Google&nbsp;&nbsp;</blockquote><h2 class="st-heading-2">What Are Stocktwits Users Saying&nbsp;</h2>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;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_05_061315_png_53afc63970.webp" alt="GOOGL’s Sentiment Meter and Message Volume as of 05:45 a.m. ET on Feb. 5, 2026 | Source: Stocktwits" width="930" height="101"><figcaption>GOOGL’s Sentiment Meter and Message Volume as of 05:45 a.m. ET on Feb. 5, 2026 | Source: Stocktwits</figcaption></figure>The stock saw a whopping 645% surge in user message count over 24 hours.&nbsp;A Stocktwits user expressed optimism about the company’s AI scale and monetization.&nbsp;<stembedurl>https://stocktwits.com/AlphaGrant/message/644067888</stembedurl>GOOGL stock has gained 74% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amazon-pricing-powers-curbed-in-germany-competition-authority-imposes-fine/cZbZPEIR4V3">Amazon Pricing Powers Curbed In Germany — Competition Authority Imposes $70 Million Fine</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of Google LLC, a subsidiary of Alphabet Inc. (NASDAQ: GOOGL), with the word Alphabet visible in the background.

Google Parent Alphabet Earnings Beat Fuels Analyst Price Target Hikes – But Capex Jitters Linger  

Barclays, Pivotal Research and TD Cowen all raised their 12-month price targets for Alphabet, underscoring sustained faith in the search giant’s growth story.

Disney-Heavy ETFs to Watch Amid Q1 Earnings & CEO Change 

Mixed earnings and a shift in leadership put ETFs with heavy exposure to the Walt Disney Company in focus.

<ul class="summary-bullets"><li>As Chairman of Disney Experiences, D’Amaro has led the company’s largest business segment, generating $36 billion in annual revenue in the fiscal year 2025.</li><li>Dana Walden, Co-Chairman of Disney Entertainment, has been named President and Chief Creative Officer.&nbsp;</li><li>Robert Iger will continue as a Senior Advisor and board member until his retirement at the end of 2026.</li></ul>The Walt Disney Co. (DIS) on Tuesday announced a major leadership transition, appointing Josh D’Amaro as its next Chief Executive Officer.&nbsp;The appointment will be effective at Disney’s annual meeting on March 18. It will see D’Amaro succeed longtime CEO Robert A. Iger. The Board also plans to formally add D’Amaro as a director immediately following the meeting, completing a carefully orchestrated succession plan.<h2 class="st-heading-2">Insider’s Rise To The Top Role&nbsp;&nbsp;</h2>As Chairman of Disney Experiences, D’Amaro has led the company’s largest business segment, generating $36 billion in annual revenue in the fiscal year 2025 and managing 185,000 employees globally.&nbsp;Under his leadership, landmark attractions such as Star Wars: Galaxy’s Edge, Avengers Campus, and Mickey &amp; Minnie’s Runaway Railway were launched, with upcoming projects including Monsters, Inc., Avatar, Cars, and Disney Villains-themed expansions.During his 28-year tenure at Disney, he has driven the company’s most extensive expansion of theme parks and immersive experiences. The transition also includes Dana Walden, Co-Chairman of Disney Entertainment,&nbsp;who has been named President and Chief Creative Officer.&nbsp;Following the announcement, Disney’s stock traded over 1% higher in Tuesday’s premarket.&nbsp;On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory amid ‘extremely high’ message volume levels.&nbsp;<h2 class="st-heading-2">Iger’s Legacy</h2>Iger has mentored both D’Amaro and Walden throughout the succession process. He will continue as a Senior Advisor and board member until his retirement at the end of 2026.&nbsp;Since returning to leadership in 2022, Iger has guided Disney through industry disruption, restructuring the company, and implementing four strategic priorities: enhancing studio output, achieving streaming profitability, solidifying ESPN’s digital presence, and accelerating growth in Disney Experiences.D’Amaro’s appointment concludes a multi-year, Board-led succession planning process initiated in January 2023.&nbsp;DIS stock has declined by 8% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/cyn-stock-surging-pre-market-nvidia-connection/cZbiMH3R4ly">CYN Stock Is Surging Pre-Market — What's The Nvidia Connection?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Walt Disney Company logo is seen displayed on the screen of a tablet.

Disney Names Josh D’Amaro CEO, Dana Walden Becomes Chief Creative Officer

The appointment, effective at Disney’s annual meeting on March 18, will see D’Amaro succeed longtime CEO Robert A. Iger. 

<ul class="summary-bullets"><li>Sowmyanarayan Sampath leads Verizon’s largest business unit, the consumer division.&nbsp;</li><li>He was widely viewed within the industry as the likely successor to former CEO Hans Vestberg.</li><li>Wells Fargao raised the price target after highest postpaid phone additions since 2019 during Schulman’s first quarter at the helm.</li></ul>Verizon Communications Inc. (VZ) is reportedly exploring leadership changes, amidst increasing competition from rivals and recent service disruptions that have tested customer loyalty.According to a Financial Times&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/005f81ee-1fae-4d60-b831-7608a8bf0687">report</a>, Verizon is looking to replace Sowmyanarayan Sampath, who had long been seen as the leading candidate for the CEO role.<h2 class="st-heading-2">Shift At The Top</h2>Sampath leads Verizon’s largest business unit, the consumer division.&nbsp;He was widely viewed within the industry as the likely successor to former CEO Hans Vestberg before the board tapped long-time director and ex-PayPal chief Dan Schulman to take the reins in late 2025, the report cited.&nbsp;<a href="https://stocktwits.com/symbol/VZ">Verizon stock</a> inched 0.5% lower in Monday’s premarket. On Stocktwits, retail sentimenta round the stock remained in ‘extremely bullish’ territory amid ‘high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_02_063929_png_ed5041dae9.webp" alt="VZ’s Sentiment Meter and Message Volume as of 07:30 a.m. ET on Feb. 2, 2026 | Source: Stocktwits" width="926" height="107"><figcaption>VZ’s Sentiment Meter and Message Volume as of 07:30 a.m. ET on Feb. 2, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Market Struggles Fuel Change</h2>Insiders say Schulman, who was given a 27-month contract, is using the period to evaluate and potentially refresh the executive bench, according to the report.&nbsp;Verizon’s move comes as the company struggles to keep pace with competitors, losing ground in the important postpaid phone segment to T-Mobile US&nbsp; (TMUS) and AT&amp;T (T). The challenges have compounded following a major outage in January that left many users without service.According to a CNET report, the service outage affected about 2 million users, prompting the company to provide a $20 credit to the impacted customers. The telecon giant said the issue was related to software and added that there is no sign of a cybersecurity breach.<h2 class="st-heading-2">Analysts’ Take&nbsp;</h2>Wells Fargo analyst Eric Luebchow increased Verizon’s price target to $44 from $41 while maintaining an ‘Equal Weight’ rating, according to TheFly. The move comes after observing the highest postpaid phone additions since 2019 during Schulman’s first quarter at the helm, signaling strong customer retention and growth momentum.Meanwhile, Morgan Stanley also lifted its price target to $49 from $47, keeping an ‘Equal Weight’ stance. The firm highlighted the updated 2026 outlook as balancing aggressive promotional strategies with disciplined financial management.&nbsp;VZ stock has gained over 11% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/polestar-stock-gains-pre-market-400-m-bank-backed-financing/cZbgkxSR4kP">Polestar Stock Gains Pre-Market After Securing $400M Bank-Backed Financing</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Verizon Communications logo is seen displayed on a smartphone screen. 

Verizon Reportedly Considers Executive Shakeup Amid Service Outages And Rival Pressure

According to a Financial Times report, Verizon is looking to replace Sowmyanarayan Sampath, who had long been seen as the leading candidate for the CEO role.

ETFs in Spotlight as META Shares Rally 10% Post Q4 Earnings Beat

META shares surge over 10% after a Q4 earnings and guidance beat, putting Meta-heavy ETFs in focus for investors seeking upside with less risk.

<ul class="summary-bullets"><li>Barclays said Meta continues to lead the digital advertising market, with artificial intelligence providing additional upside.</li><li>UBS expects earnings estimates for 2026 and 2027 to rise as Meta begins to realize measurable benefits from its AI strategy.</li><li>Bank of America increased its price target to $885 from $810 while keeping a ‘Buy’ recommendation.</li></ul>Meta Platforms Inc. (META) drew fresh optimism from Wall Street after several firms lifted their price targets on the social media and advertising giant, citing increasing ad growth and improving returns from artificial intelligence investments.&nbsp;<a href="https://stocktwits.com/symbol/META">Meta stock</a> traded over 8% higher in Thursday’s premarket.The tech giant posted a fourth-quarter (Q4)&nbsp;revenue of $59.89 billion and earnings per share (EPS) of $8.88, both exceeding the analysts’ consensus estimate of $58.59 billion and $8.02, according to Fiscal AI data.&nbsp;<h2 class="st-heading-2">Advertising Momentum</h2>Barclays raised its price target to $800 from $770 while reaffirming an ‘Overweight’ stance, according to TheFly. The firm highlighted a sharp rebound in advertising momentum, noting that revenue growth above 30% has eased many lingering investor worries about rising costs and capital intensity.Barclays said Meta continues to lead the digital advertising market, with artificial intelligence providing additional upside that has yet to be fully reflected in forecasts.UBS echoed that view, lifting its own price target to $872 from $830 and maintaining a ‘Buy’ rating. The firm expects earnings estimates for 2026 and 2027 to rise as Meta begins to realize measurable benefits from its AI strategy.&nbsp;Morgan Stanley, Jefferies and Piper Sandler increased their price targets as well, with Jefferies saying Meta’s strong revenue performance shows that AI-driven growth is proving the value of its investment programs.&nbsp;<h2 class="st-heading-2">Bank Of America Perspective</h2>Bank of America increased its price target to $885 from $810 while keeping a ‘Buy’ recommendation, citing that Meta’s investment cycle is producing tangible returns.&nbsp;According to BofA, Meta is building a powerful infrastructure base while still funding expansion internally, with free cash flow projected to turn positive in 2026. The firm also said losses at Reality Labs are likely to peak this year.Meta, which owns Facebook, said it plans to spend much more on capital investments in 2026, estimating costs between $115 billion and $135 billion, a sharp increase from about $72 billion spent in 2025.<h2 class="st-heading-2">The Retail Mood</h2>On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory while 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_29_062233_png_d797811f5a.webp" alt="META’s Sentiment Meter and Message Volume as of 06:00 a.m. ET on Jan. 29, 2026 | Source: Stocktwits" width="927" height="103"><figcaption>META’s Sentiment Meter and Message Volume as of 06:00 a.m. ET on Jan. 29, 2026 | Source: Stocktwits</figcaption></figure>META stock has declined by over 1% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-vtix-stock-surging-today/cmyieKzR4Kh">A Tiny Float, Volatile Swings: Why Virtuix Is On Traders’ Radar</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Meta Q4 Earnings Beat Fuels New Price Target Hikes On AI, Ad Growth Optimism

Barclays raised its price target to $800 from $770 and highlighted a sharp rebound in advertising momentum, noting that revenue growth above 30% has eased many lingering investor worries.

<ul class="summary-bullets"><li>Rothschild raised Meta’s price target to $900 from $740.</li><li>Analyst James Cordwell suggested Meta’s shares might briefly trade down to the mid-$500s following its fourth-quarter (Q4) results.</li><li>The company is scheduled to report its Q4 earnings on Wednesday.&nbsp;</li></ul>Meta Platforms, Inc. (META) received a bullish rating from Rothschild &amp; Co Redburn, which upgraded the tech giant’s stock to ‘Buy’ from ‘Neutral’ and considerably increased the price target to $900 from $740.The new price target implies a potential 36% upside to the stock’s price as of Friday’s closing.&nbsp;<h2 class="st-heading-2">Strategic Valuation View</h2>Analyst James Cordwell’s revised outlook stems from a belief that the current stock price does not fully reflect the company’s long-term earnings potential. While noting that higher near-term costs could depress 2026 earnings estimates, he stated that this creates an opportunity for patient investors.<a href="https://stocktwits.com/symbol/META">Meta Platforms’ stock</a> inched 0.5% higher in Monday’s premarket. 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_26_072004_png_dddc6bef3d.webp" alt="META’s Sentiment Meter and Message Volume as of 07:00 a.m. ET on Jan. 26, 2026 | Source: Stocktwits" width="929" height="101"><figcaption>META’s Sentiment Meter and Message Volume as of 07:00 a.m. ET on Jan. 26, 2026 | Source: Stocktwits</figcaption></figure>In his note, the analyst suggested that Meta’s shares might briefly trade down to the mid-$500s following its fourth-quarter (Q4) results if expenses remain elevated. However, Cordwell highlighted a “disconnect” between the company’s market price and underlying business value, implying more upside than downside from current levels.&nbsp;<h2 class="st-heading-2">Time To Add Position&nbsp;</h2>The upgrade comes ahead of Meta’s fiscal 2026 guidance, which Cordwell anticipates will integrate cost assumptions with limited immediate AI-driven earnings boosts. He stated that this window may be an ideal moment to begin or add to positions.&nbsp;The company is scheduled to report its Q4 earnings on Wednesday. Analysts expect a Q4 revenue of $58.410 billion and earnings per share (EPS) of $8.19, according to Fiscal AI data.&nbsp;Meta has been increasing capital spending to build data centers, which are&nbsp;critical to staying competitive in the artificial intelligence race. CEO Mark Zuckerberg has committed to investing at least $600 billion in the U.S. toward building data centers.META stock has declined 0.2% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ionq--said-to-buy-sky-water-for-1-8-billion/cmy7V0TR4WD">IonQ Said To Buy SkyWater For $1.8 Billion In Push Toward Domestic Quantum Hardware</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A computer screen displays Meta logo and a mobile phone screen displays Meta CEO Mark Zuckerberg in the foreground. (Photo by Arda Kucukkaya/Anadolu via Getty Images)

META Stock Gets ‘Buy’ Upgrade: Rothschild Redburn Lifts Price Target To $900 Ahead Of Earnings

Analyst James Cordwell’s revised outlook stems from a belief that the current stock price does not fully reflect the company’s long-term earnings potential.

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