SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is facing a sharp sell-off following the announcement that Marvell cancelled purchase orders due to an alleged breach of confidentiality triggered by recent public comments from the company's CFO. While the community remains deeply divided between those calling the stock a fundamental failure and others who view the dip as a tactical buying opportunity, the primary concern is the potential erosion of trust with future hyperscale partners.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomm is seeing heightened volatility as the community debates its long-term AI strategy, driven by reports that OpenAI may partner with the company to develop custom smartphone processors. Investors remain divided, with some betting on a reversal and AI-driven growth, while others express frustration over recent price fluctuations and persistent short-term bearish sentiment.

Redwire Corp. manufactures and supplies space equipment. It offers critical space solutions and reliability components for the next generation space economy with IP for solar power generation and in-space 3D printing and manufacturing. It assists its customers in solving challenges of future space missions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

Redwire Corp is experiencing significant volatility and heavy trading volume as investors debate whether a long-standing insider selling overhang from AE Industrial Partners has finally cleared. The community remains deeply divided, with bulls pointing to strong contract wins and potential tailwinds from the broader space economy, while bears remain skeptical about consistent execution and continued selling pressure.

Intellia Therapeutics, Inc. is a clinical stage genome editing company, which engages in the development of curative therapeutics using the CRISPR/Cas9 system. Its CRISPR/Cas9 system transforms medicine by both producing therapeutics that permanently edit and/or correct disease-associated genes in the human body with a single treatment course, and creates engineered cells that can treat oncological and immunological diseases. The company was founded by Andrew May, Luciano Marraffini, Rodolphe Barrangou, Nessan Bermingham, Rachel Haurwitz, Erik Sontheimer, Jennifer Doudna, and Derrick Rossi in May 2014 and is headquartered in Cambridge, MA.

Intellia Therapeutics Inc

Intellia Therapeutics is trending following a positive readout for its late-stage HAE study, which bolstered the bull case for its in vivo CRISPR platform despite intense scrutiny from shorts. Investors are heavily focused on the implications for future drug adoption, institutional positioning, and the potential for a significant short squeeze as the company moves toward regulatory milestones.

High-Trend International Group is a holding company. It engages in shipping decarbonization and carbon asset management platforms. The company was founded in 2021 and is headquartered in Singapore.

High-Trend International Group. - Ordinary Shares - Class A

HTCO is seeing intense volatility and social media discussion driven by frequent trading halts and speculation regarding its business model and recent strategic management changes. The community remains deeply divided, with some traders focused on momentum and potential short-squeeze dynamics, while others express significant skepticism about the company's financial structure and long-term outlook.

Sagimet Biosciences, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of novel therapeutics for the treatment of infectious diseases. Its lead drug candidate, denifanstat, is an oral, once-daily pill and selective fatty acid synthase (FASN) inhibitor in development for the treatment of nonalcoholic steatohepatitis (NASH). The company was founded by Urs F. Greber, Ari Helenius, and Lucas Pelkmans on December 19, 2006 and is headquartered in San Mateo, CA.

Sagimet Biosciences Inc - Ordinary Shares - Series A

Sagimet Biosciences Inc

Sagimet Biosciences is trending as investors weigh the significant valuation disconnect between its recent acne trial success and its current market capitalization, while speculation intensifies regarding potential acquisition interest from larger players in the MASH space. Community sentiment remains split between long-term confidence in the drug's multi-indication pipeline and short-term frustration over price volatility and the lack of immediate monotherapy funding for its MASH program.

Alpha Tau Medical Ltd. is a clinical-stage oncology therapeutics company, which focuses on the research, development, and commercialization of diffusing alpha-emitters radiation therapy for the treatment of cancer. The firm is involved in the clinical trials at cancer centers with indications that include skin cancer, oral cavity cancer, breast cancer, and pancreatic cancer. The company was founded by Uzi Sofer, Yona Keisari, and Itzhak Kelson in November 2015 and is headquartered in Jerusalem, Israel.

Alpha Tau Medical Ltd

ALPHA TAU MEDICAL LTD

Alpha Tau Medical is drawing significant investor interest as it approaches a high-profile oral presentation of pancreatic cancer data at Digestive Disease Week, which the community views as a critical catalyst for the stock. Traders are actively accumulating shares, citing strong scientific momentum and the company's progress in expanding global clinical trials.

Aurinia Pharmaceuticals, Inc. is a clinical stage bio-pharmaceutical company, which engages in the research, development, and commercialization of therapeutic drugs. The company was founded by Robert Foster, Richard Glickman, and Michael Martin on June 16, 1993 and is headquartered in Edmonton, Canada.

Aurinia Pharmaceuticals Inc

Aurinia Pharmaceuticals is trending as investors react to a major leadership overhaul, including the departure of former CEO Peter Greenleaf and the appointment of Chairman Kevin Tang to lead the company. The community is buzzing with optimism that this management pivot, paired with Tang's aggressive cost-cutting measures, signals a strategic shift aimed at accelerating a potential buyout.

X-Energy, Inc. operates as an energy company The firm focuses on modular nuclear reactors and fuel technology for clean energy generation. The company was founded by Kam Ghaffarian and Eben Mulder on 2009 and is headquartered in Rockville, MD.

X-Energy Inc. - Ordinary Shares- Class A

X-energy Inc

X-energy is generating significant investor buzz as it makes its market debut, with the community highlighting its strategic backing from major players like Amazon and Dow to address the surging energy demands of AI data centers. Traders are actively debating the company's valuation and long-term potential compared to other modular nuclear reactor peers, fueled by high initial demand and its positioning as a key player in the clean energy infrastructure space.

Zebec's integrated products - real time payroll apps, on-chain payments infrastructure and networked DePIN - serve companies of all sizes, merchants and individuals and help transcend the boundaries of traditional banking and diminish the role of financial intermediaries.

Zebec Network

Zebec Network is trending as investors show renewed optimism, heavily fueled by anticipation for major partnership announcements at an upcoming industry conference and the platform's integration with established payroll processors. Community discussions are centered on long-term accumulation, with many holders ignoring short-term volatility in favor of the project's potential to become a cornerstone in real-time global wage infrastructure.

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

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

ETFs to Buy as Microsoft Commits to Invest $18B in Australian AI Industry

Microsoft's $18B Australia AI push boosts its long-term outlook, but ETFs with MSFT exposure may offer a smarter, diversified way to tap the growth story.

Apple's Leadership Change to Boost AI Integration? ETFs in Focus 

Apple enters a new era under John Ternus amid rising AI pressure. Is a hardware-driven AI strategy likely in Ternus-era?

Should You Invest in the Vanguard Information Technology Index Fund ETF Shares (VGT)?

<ul class="summary-bullets"><li>Counterpoint Research said China’s smartphone shipments fell 4% year over year in Q1 2026 due to memory shortage and cost pressures.&nbsp;</li><li>Apple’s higher-end pricing helped it better withstand rising component costs than rivals with lower margins.&nbsp;</li><li>Bank of America reaffirmed its positive outlook on Apple, calling the iPhone maker the “highest quality name” in its coverage universe.&nbsp;</li></ul>China’s smartphone market started 2026 under pressure as supply constraints and rising component costs weighed on demand. However, Apple Inc. (AAPL) emerged as the standout performer, posting a 20% year-over-year increase in shipments and securing the fastest growth rate among major brands.According to Counterpoint Research, China’s smartphone shipments declined 4% YoY in the first quarter of 2026, reflecting weaker demand and cost pressures linked to memory shortages.&nbsp;<h2 class="st-heading-2">Apple Bucks The Trend&nbsp;</h2>Strong demand for Apple’s iPhone 17 lineup, combined with targeted promotions and subsidy eligibility, helped the company expand its share. Its premium pricing structure also allowed it to absorb rising component costs more effectively than lower-margin competitors.Xiaomi Corp. faced the steepest decline among major players, with shipments falling 35% as cautious pricing strategies and weaker flagship performance weighed on sales.<blockquote>“Rising component costs are already driving up retail prices, affecting both legacy models and the launch prices of new devices. This trend is expected to keep the Chinese smartphone market under significant pressure through the second quarter.”-Ivan Lam, Senior Analyst, Counterpoint Research&nbsp;</blockquote><a href="https://stocktwits.com/symbol/AAPL">Apple stock</a> traded over 1% higher on Friday. On Stocktwits, retail sentiment around the stock jumped to ‘bullish’ from ‘neutral’ territory the previous day. Message volume changed to ‘high’ from ‘normal’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_17_091709_png_8498912033.webp" alt="AAPL’s Sentiment Meter and Message Volume as of 09:45 a.m. ET on Apr.17, 2026 | Source: Stocktwits" width="929" height="106"><figcaption>AAPL’s Sentiment Meter and Message Volume as of 09:45 a.m. ET on Apr.17, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">What Did Bank of America Say?&nbsp;</h2>According to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/04/17/friday-stock-calls-by-analyst-include-nvidia-apple-netflix-affirm.html">report</a>, Bank of America reiterated its bullish stance on Apple, describing the iPhone maker as the “highest quality name” in its coverage universe.&nbsp;“We continue to view AAPL as a high-quality compounder despite underperformance YTD vs. S&amp;P, supported by resilient Services growth and a healthy product cycle,” the firm said.&nbsp;According to a Wall Street Journal&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/tech/personal-tech/apple-mac-mini-supply-3e7a7509">report</a>, the surge of interest in locally run artificial intelligence tools has unexpectedly turned Apple’s compact Mac Mini into one of the most sought-after desktop computers.&nbsp;AAPL stock has declined by over 1% lower year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rklb-lunr-fly-analyst-sees-upside-for-lunar-boom-drives-fresh-optimism-for-space-players/cZJU8HRRIxM">RKLB, LUNR, FLY – Analyst Sees Upside For These Stocks As Lunar Boom Drives Fresh Optimism For Space Players</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A pedestrian looks at a smartphone while walking past an Apple Store featuring an iPhone 17 Pro advertisement inside a shopping mall in Shenzhen, China. (Photo by Cheng Xin/Getty Images)

Apple’s China Surge Shows Pricing Power Matters In A Supply Crunch – Retail Bulls Take Notice 

Strong demand for the iPhone 17, along with promotions and subsidies, boosted Apple’s market share. 

Equity

Strong demand for the iPhone 17, along with promotions and subsidies, boosted Apple’s market share. 


<ul class="summary-bullets"><li>In an interview with Stocktwits, QUBT chairman and CEO Yuping Huang said Anthropic’s Claude Mythos did not reveal “anything new” but should be a push to address quantum threats faster.</li><li>According to him, the broader industry needs to come together in order to increase adoption and bring quantum technology to real world applications.&nbsp;</li><li>He said QUBT expects accelerated adoption of its products and stronger revenue performance starting in 2026.</li></ul>Quantum Computing Inc. (QUBT) Chairman and chief executive Yuping Huang told Stocktwits that the extent of vulnerabilities found by Anthropic’s Claude Mythos isn’t a surprise, but should spark “urgency” for the ecosystem to adopt quantum communication technology at a larger scale very soon."I don't think it revealed anything new,” Huang told Michele Steele in an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://youtu.be/OKvhRnCfJdo?si=IPHjHAc4_ErEn2QH">exclusive interview</a> with Stocktwits. “We all know there are fundamental security issues with current encryption methods, especially under the attack of quantum computers.”<a href="https://stocktwits.com/symbol/QUBT">QUBT’s stock</a> rose over 18% in midday trade on Wednesday, on track to close at an over two-month high in a&nbsp;<a href="https://stocktwits.com/news-articles/default/5/rgti-ionq-qbts-qubt-xndu-stocks-surge-on-nvidia-quantum-push/cZJt1ijRIwK">four-day rally</a>. Retail sentiment around the company on Stocktwits jumped to ‘extremely bullish’ from ‘neutral’ over the past day, chatter rose to ‘extremely high’ from ‘high’ levels. Platform data showed a 321% increase in message volume in the last 24 hours.<blockquote>“I think over the past few years, we have certainly seen wonderful progress, but there is still a gap between the technology and wide adoption.”– Dr.Yuping Huang, Chief Executive Officer And Chairman, Quantum Computing Inc.</blockquote><h2 class="st-heading-2">‘Urgent’ To Build A Larger Quantum Ecosystem</h2>Anthropic's Claude Mythos Preview said it found thousands of high-severity vulnerabilities in every major operating system and web browser. The Amazon (AMZN)-backed startup was so worried about the damage Mythos could cause that it refused to release it publicly until there are safeguards to control its most dangerous capabilities. Coinbase (COIN) and Binance (BNB) are&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/anthropic-mythos-triggers-scramble-among-coinbase-binance-report/cZJth2LRIw9">reportedly</a> in talks with Anthropic to prepare for Mythos’ launch.According to Huang, Anthropic’s Mythos is a reminder that the existing ecosystem isn’t really that secure and an opportunity to build a “larger ecosystem” that goes beyond quantum computing companies. He said that partnerships across different sectors would allow for real world quantum-based network security technology applications.“I believe that this offers us an opportunity to rethink what the timeline for wide adoption should be and what we should do now in order to address these critical challenges before they become huge problems that none of us can solve,” Huang stated. “I do feel the urgency that we need to start to adopt quantum communication technology at a larger scale very soon."&nbsp;<h2 class="st-heading-2">QUBT Sees Faster Roadmap Execution</h2>Huang said recent acquisitions, including Luminar Semiconductor and NuCrypt, have strengthened the company’s ability to execute on its roadmap.While the overall strategy remains unchanged, he said the added capabilities could accelerate timelines. Huang expects increased adoption of the company’s quantum products and stronger revenue performance beginning in 2026, alongside the launch of new offerings.“We will also see a few opportunities that we could not have pursued, now become a reality,” he told Stocktwits. “So I hope that we can have a couple of new products to come out at the end of 2026. It's going to be very interesting.”Consensus estimates on Koyfin show the average price target on QUBT’s stock stands at $17.40, which represents a potential upside of 80% from current levels. Out of the five analysts covering the stock, three gave it a rating of ‘Buy’ while the other two recommended ‘Hold’. The shares have fallen over 8% year-to-date but gained nearly 40% in the last 12 months.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-dips-to-74-k-after-trump-claims-iran-war-is-close-to-over/cZJtOIKRIv6">Bitcoin Dips To $74K After Trump Claims Iran War Is ‘Close To Over’ – But Analyst Eyes Rally To $88K</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Quantum Computing, Quantum Physics, Quantum mechanics, Science, Technology. (Representative image courtesy of Just_Super via Getty Images)

EXCLUSIVE: QUBT CEO Says Anthropic's Mythos 'Doesn't Reveal Anything New' — But It Should Make Everyone Move Faster On Quantum Security

QUBT chairman and chief executive Yuping Huang told Stocktwits in an exclusive interview that Anthropic’s Claude Mythos preview should be a wake up call for the industry to rethink the timeline on wider adoption.

QUBT CEO Says Anthropic Mythos Demands ‘Urgent’ Quantum Security Push Now

QUBT chairman and chief executive Yuping Huang told Stocktwits in an exclusive interview that Anthropic’s Claude Mythos preview should be a wake up call for the industry to rethink the timeline on wider adoption.


<ul class="summary-bullets"><li>Terawulf said it intends to offer $800 million of common stock, with the underwriters granted a 30-day option to purchase up to an additional $120 million.</li><li>Proceeds are expected to finance a portion of the construction of a new data center at its Hawesville, Kentucky site.&nbsp;</li><li>The company also said that it expects first quarter (Q1) revenue between $30 million and $35 million, below an analyst estimate of $39.17 million.</li></ul>Shares of TeraWulf Inc. (WULF) fell 7% in after-hours trading Tuesday after the company announced a large common stock offering to fund data-center expansion and released preliminary first-quarter 2026 financial results.The data center infrastructure operator closed the regular session up nearly 8% at $20.95, hitting a fresh 52-week high. In extended trading, the stock dropped as low as $19.12, before tempering some losses.<h2 class="st-heading-2">Stock Offering</h2>The company said it intends to offer $800 million of common stock, with the underwriters granted a 30-day option to purchase up to an additional $120 million.Proceeds are expected to finance a portion of the construction of a new data center at its Hawesville, Kentucky site and to support future site acquisitions, and fund general corporate purposes, the company said.<h2 class="st-heading-2">Preliminary Results</h2>Separately, TeraWulf also said that it expects first quarter (Q1) revenue between $30 million and $35 million, below an analyst estimate of $39.17 million, and adjusted core profit between $0 million and $3 million, lower than Wall Street estimates of $4.86 million. The company ended March with $3.1 billion in cash, cash equivalents and restricted cash, and total debt of $5.8 billion.More than 50% of first-quarter revenue came from contracted high-performance computing (HPC) hosting, a shift the company said will accelerate as additional capacity comes online throughout 2026.TeraWulf also disclosed it has received allocations for a new revolving credit facility of up to $250 million, maturing in April 2030, which it said will enhance liquidity and support working capital. The company believes its strengthened balance sheet gives it sufficient capital to fund the equity component of the Kentucky data-center project and support other near term capital requirements.“Our preliminary results reflect a business that has effectively transitioned to long-term, credit-enhanced revenues,” said CFO Patrick Fleury. “With more than 50% of first quarter 2026 revenue derived from HPC hosting, and additional compute capacity expected to come online in the second quarter and throughout the remainder of the year, we expect our revenue mix to continue shifting toward stable, contracted HPC hosting revenues backed by investment-grade counterparties.”Terawulf is expected to report its full Q1 results in May.<h2 class="st-heading-2">How Did Retail Traders React?</h2>On Stocktwits, retail sentiment around WULF stayed within the ‘extremely bullish’ territory over the past 24 hours, while message volume remained at ‘extremely high’ levels.<a href="https://stocktwits.com/symbol/WULF">WULF stock</a> has gained about 748% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/pharma-bro-martin-shkreli-defends-revolution-medicines-pancreatic-cancer-study-data-progress-compounds/cZJq07vRIv9">‘Pharma Bro’ Martin Shkreli Defends Revolution Medicines’ Pancreatic Cancer Study Data: ‘Progress Compounds’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, the TeraWulf (Tera Wulf) logo is seen displayed on a smartphone screen.

Why Did WULF Stock Dive In Extended Trading After Hitting 52-Week High?

The data center infrastructure operator closed the regular session up nearly 8% at $20.95, hitting a fresh 52-week high. In extended trading, the stock dropped as low as $19.12. 

<ul class="summary-bullets"><li>Earlier this week, Anthropic unveiled Claude Managed Agents, a new tool to help developers build their own AI agents 10 times faster.&nbsp;</li><li>UiPath is a software company that provides automation tools for AI agents.&nbsp;</li><li>Meanwhile, retail traders on Stocktwits turned bullish on the stock, dismissing worries over Anthropic’s threat to the agentic AI company.</li></ul>Shares of UiPath Inc. (PATH) slid more than 5.7% on Friday, reaching an intraday 52-week low, as concerns over Anthropic’s agentic artificial intelligence tools announcement spooked markets.The company’s shares slid to $9.28 during trading hours, before closing up slightly at $9.38. The stock continued to decline in after-market hours.Meanwhile, retail traders on Stocktwits turned bullish on the stock, dismissing worries over Anthropic’s threat to the agentic AI company.<h2 class="st-heading-2">What Is Retail Saying?</h2>On Stocktwits, retail sentiment over PATH stock improved from ‘neutral’ to ‘bullish’ over the past 24 hours, while message volumes climbed from ‘low’ to ‘normal’ levels.One bullish user said that the selloff was “fearful and irrational,” adding that software companies like UiPath would integrate with agentic AI. The user added that while it would take time for that realization to impact markets, the payoff would ultimately be big.<stembedurl>https://stocktwits.com/NachoTheBull/message/649848732</stembedurl>Another user said that the company looked extremely “oversold.”<stembedurl>https://stocktwits.com/newguy1219/message/649853336</stembedurl>Another bullish user expressed disappointment that CEO Daniel Dines was not aggressively buying back the stock to improve share price and sentiment.<stembedurl>https://stocktwits.com/DizPlinTrading/message/649798117</stembedurl><h2 class="st-heading-2">What’s The Anthropic Connection?</h2>Earlier this week, Anthropic unveiled Claude Managed Agents, a new hosted service in the Claude Platform to build, deploy, and scale AI agents, making it easier for developers to build their own infrastructure 10 times faster.The company said that it would offer a secure cloud sandbox for executing code, managing long-running tasks, and handling tool orchestration, helping prototypes launch in days rather than months.The announcement, coupled with other launches from Anthropic, have led to deep selloffs in the software industry. UiPath is a software company that provides automation tools for AI agents.<a href="https://stocktwits.com/symbol/PATH/">PATH stock</a> has declined more than 40% so far this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/net-stock-heads-for-worst-drop-in-over-2-years-retail-goes-bottomfishing/cZJ0SLBRItM">NET Stock Heads For Worst Drop In Over 2 Years — Retail Goes Bottomfishing Amid Software Selloff</a>

The UiPath logo is seen displayed on a smartphone screen next to a keyboard. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

PATH Stock Slides To 52-Week Low Amid Anthropic Concerns — Retail Calls Selloff ‘Irrational’

UiPath shares slid to $9.28 during trading hours, before closing up slightly at $9.38. 

<ul class="summary-bullets"><li>The report stated that Thoma Bravo is among the potential buyers and has already expressed interest in acquiring Commvault in recent weeks.</li><li>Thoma Bravo co-founder Orlando Bravo stated during an interview at the World Economic Forum in Davos earlier this year that the firm is open to acquiring software companies amid a selloff, calling it a “huge buying opportunity.”</li><li>Commvault reported its third-quarter earnings on Jan. 27, 2026, beating Wall Street expectations, even though its stock took a beating and closed 31% lower.</li></ul>Commvault Systems Inc. (CVLT) shares hit a one-month high in Friday’s midday trade after a report stated that the company is exploring a sale.According to a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/commvault-explores-sale-after-takeover-interest-sources-say-2026-04-10/">report</a>, Commvault is working with Goldman Sachs to consider options after receiving takeover interest from multiple potential buyers.<a href="https://stocktwits.com/symbol/CVLT">Commvault shares</a> were up nearly 11% in Friday’s midday trade. Retail sentiment on Stocktwits around the company trended in the ‘bullish’ territory with message volumes at ‘high’ levels.<h2 class="st-heading-2">Thoma Bravo Among Potential Buyers</h2>The report stated that Thoma Bravo is among the potential buyers and has already expressed interest in acquiring Commvault in recent weeks. One of the sources stated that Thoma Bravo had previously made an offer, without specifying the price.Thoma Bravo co-founder Orlando Bravo stated during an interview at the World Economic Forum in Davos earlier this year that the firm is open to acquiring software companies amid a selloff, calling it a “huge buying opportunity.”Thoma Bravo is a Chicago-based private equity firm that focuses on acquiring enterprise software companies. The firm says it manages over $181 billion in assets for over 75 global software companies.<h2 class="st-heading-2">What Does Commvault Do?</h2>Commvault is a New Jersey-based company that offers cybersecurity and data protection services. Its customers include 3M, Sony, and Hilton, among others. The company helps its clients protect and recover data in the event of a cyberattack or ransomware attack, as well as system failures across cloud providers.Commvault reported its third-quarter earnings on Jan. 27, 2026, beating Wall Street expectations, even though its stock took a beating and closed 31% lower.Commvault reported earnings per share (EPS) of $1.17 on revenue of $314 million, beating Wall Street expectations of an EPS of $0.98 on revenue of $299 million, according to Fiscal.ai data.<a href="https://stocktwits.com/symbol/CVLT">CVLT stock</a> is down 30% year-to-date and 42% over the past 12 months. The Vanguard Information Technology Index Fund ETF (VGT) is up 46% over the past 12 months, while the Vanguard Small-Cap Index Fund ETF (VB) is up 34%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/pltr-stock-trump-endorses-palantir-war-fighting-capabilities/cZJ008SRIt8">Michael Burry Says He’s Still Short Palantir After Stock Sees Recovery Following&nbsp; Trump’s Endorsement</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Commvault Systems, Inc. logo is seen displayed on a smartphone screen.

CVLT Stock Hit A 1-Month High Today – What Drove The Rally?

According to a Reuters report, Commvault Systems is working with Goldman Sachs to consider options after receiving takeover interest from multiple potential buyers.

<ul class="summary-bullets"><li>Counterpoint Research said global smartphone shipments fell 6% year over year in the first quarter.</li><li>The shipments were strained by the limited availability of critical memory components, and weakened consumer demand was shaped by geopolitical uncertainty.</li><li>In Q1, Apple captured a 21% market share while expanding shipments by 5% compared to a year earlier.</li></ul>Apple Inc. (AAPL) took the lead in smartphone shipments for the first time ever in the first quarter, even as giants like Samsung and Xiaomi retreated under the weight of a global memory crunch.According to data from Counterpoint Research, the global smartphone industry opened 2026 on a weaker footing, as shipments fell amid supply disruptions and cautious consumer spending.&nbsp;<h2 class="st-heading-2">Apple Takes The Lead</h2>Worldwide smartphone shipments dropped 6% year over year in the first quarter, pressured by shortages of key memory components and a subdued buying environment influenced by geopolitical tensions, the research firm said.Manufacturers grappled with higher memory component costs and uneven demand, leading to adjustments across product lines and launch timelines.&nbsp;However, Apple has climbed to the top global position in Q1, capturing a 21% market share while expanding shipments by 5% compared to a year earlier. Strong demand for its latest iPhone lineup, combined with efficient supply chain management, helped the company navigate component shortages better than competitors, said the firm. Growth in major Asian markets, including China and India, further strengthened its position.<a href="https://stocktwits.com/symbol/AAPL">Apple stock</a> inched 0.6% higher in Friday’s premarket. On Stocktwits, retail sentiment around 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_04_10_064912_png_bf51a3096d.webp" alt="AAPL’s Sentiment Meter and Message Volume as of 06:30 a.m. ET on Apr.10, 2026 | Source: Stocktwits" width="929" height="101"><figcaption>AAPL’s Sentiment Meter and Message Volume as of 06:30 a.m. ET on Apr.10, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Global Brands Under Pressure</h2>Samsung Electronics Co. slipped to second place with a 20% share after shipments declined 6% from a year earlier.Xiaomi held onto third place but recorded the steepest drop of 13% YoY among leading brands, with shipments falling due to its reliance on budget-conscious consumers. Meanwhile, OPPO and vivo maintained fourth and fifth positions, respectively, with relatively modest declines as they leaned on mid-range and premium segments to stabilize performance.<blockquote>“This decline in shipments is primarily driven by memory players prioritizing AI data centers over consumer electronics, leaving OEMs with compressed margins and forcing them to pass increased Bills of Material (BOM) costs directly to the consumer.”-Shilpi Jain, Senior Analyst, Counterpoint Research&nbsp;</blockquote>Jain added that limited component availability, combined with rising energy and transportation costs and economic unease linked to Middle East tensions, dampened consumer appetite for new devices, driving up interest in refurbished options and putting additional pressure on shipment volumes.AAPL stock has declined by over 4% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/eose-stock-jumped-explosive-revenue-guidance-record-shipments-battery-production/cZJW7hCRIs2">EOSE Stock Jumped 18% Today – Investors Cheer Explosive Revenue Guidance, Record Shipments And Expanding Battery Production</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Consumers are experiencing the iPhone 17 Standard Edition in an Apple smart home store in Shanghai, China on March 24, 2026. 

Apple Outperforms In Tough Q1 Even As Memory Crunch Drags Global Smartphone Shipments

Strong interest in its newest iPhone models, along with efficient supply operations, enabled the company to handle component constraints more effectively than its rivals.

The Zacks Analyst Blog Highlights MAGS, QQQ, VGT, XLK, SMH and FTEC

QQQ and other tech ETFs gain as Iran truce hopes ease risks to chips, data centers and AI, lifting sentiment despite fragile geopolitical backdrop.

VGT
Vanguard Information Technology ETF

Feed

News

Sentiment

Fundamentals

Info

Poll

Latest VGT News

VGTVanguard Information Technology ETF