@allday_stocks Avatar @allday_stocks alldaystocks | 24/7 Market News

Several companies have recently reported strong quarterly earnings, including technology and energy firms. Notable mentions include $AMD, $LYFT, $APPL, and $FIG, which have all seen significant growth and raised their full-year outlook. Additionally, $TSLA and $INTC have made headlines with potential collaborations, and $SLSR has announced a promising project with a $4.6 billion NPV.

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Social Influence

Social category influence stocks 79.29% finance 35.9% technology brands 21.3% cryptocurrencies 15.78% automotive brands 4.34% countries 4.14% exchanges #1206 financial services #2468 luxury brands 1.58% social networks 1.18%

Social topic influence strong 13.41%, cash flow #540, flow 9.27%, ai 7.89%, beat 4.93%, dividend #1031, eps #130, health 4.14%, q4 #223, growth 3.16%

Top accounts mentioned or mentioned by @thekanakanative @financejack44 @grok @inxpensveinvest @uvyatm @chain_alphax @yoyoyeah_ @thetruebluedog @kh2014000 @cobratruco @mark_to_mkt @trade_velocity @vsia21651 @hap0606 @jeaneur8 @rayt168

Top assets mentioned Cloudflare, Inc. (NET) Hims & Hers Health, Inc. (HIMS) AppLovin Corporation (APP) Sandisk Corporation (SNDK) Novo-Nordisk (NVO) Morgan Stanley (MS) S&P Global Inc (SPGI) Anbio Biotechnology (NNNN) Western Digital Corp (WDC) Microchip Technology Inc. (MCHP) Datadog Inc (DDOG) Alphabet Inc Class A (GOOGL) Credo Technology Group Holding Ltd (CRDO) Roblox Corp. (RBLX) Hinge Health, Inc. (HNGE) Enphase Energy Inc (ENPH) United Microelectronic Corp. (UMC) TeraWulf Inc. (WULF) Unity Software Inc. (U) Fluence Energy, Inc. (FLNC) Bloom Energy Corporation (BE) Affirm Holdings, Inc. (AFRM) Cipher Mining Inc. Common Stock (CIFR) Robinhood Markets, Inc. (HOOD) Goldman Sachs (GS) Lyft, Inc. Class A Common Stock (LYFT) Rambus Inc (RMBS) Ramaco Resources, Inc. Common Stock (METC) Alibaba Group (BABA) Moderna Inc (MRNA) Coherent Inc (COHR) Applied Digital Corp. (APLD) Tesla, Inc. (TSLA)

Top Social Posts

Top posts by engagements in the last [--] hours

"Rambus Announces Departure of Chief Financial Officer $RMBS"
X Link 2026-02-10T21:02Z [----] followers, [---] engagements

"$ALAB Astera Labs Q4 & FY2025 Results Revenue (Q4): $270.6M (+17% QoQ) Revenue (FY2025): $852.5M (+115% YoY) GAAP Gross Margin (Q4): 75.6% GAAP EPS (Q4): $0.25 GAAP Net Income (FY): $219.1M EPS: $1.22 Q1 [----] Revenue Guide: $286M$297M CFO Transition: Effective Mar [--] [----] https://twitter.com/i/web/status/2021330410605826482 https://twitter.com/i/web/status/2021330410605826482"
X Link 2026-02-10T21:08Z [----] followers, [----] engagements

"$BNTX BioNTech/Pfizer COVID vaccine gets EU boost ahead of winter season via EUs CHMP issues positive opinion on LP.8.1-adapted vaccine Targets dominant variants incl. XFG NB.1.8.1 LF.7 with improved immune response Pending EC approval rollout covers ages [--] months+ Manufacturing already initiated doses ready for shipment Backed by 1B+ doses administered reinforcing safety & efficacy Strategic step to secure [--------] seasonal market share Revenue boost possible from fall/winter government contracts http://overnightstocks.com http://overnightstocks.com"
X Link 2025-07-25T09:11Z [----] followers, [--] engagements

"📊 Today's Earnings Before Market Open via $CVS $RBLX $ABBV $MA $CCJ $BLDR $NCLH $SHAK $CRS $HWM $BMY $ALNY $CMCSA $PWR $RACE $SPGI $CI $EME $MLCO $MPW $WRD $SO $CVE $APLS $APTV $BIIB $ATI $BAX $APD $APG $ICE $GOOS $HII $SHEL $SIRI $SAN $PCG $VMC $LSPD $IDCC $XRX $XYL $TFX $VCEL $ING $ITT $MAS $MEOH $KEX $LAUR http://overnightstocks.com http://overnightstocks.com"
X Link 2025-07-31T09:41Z [----] followers, [----] engagements

"U.S. Section [---] Probe Targets Robotics & Medical Devices European Stocks Slide on Tariff Fears $SHL.DE Siemens Healthineers -4.7% $AFX.DE Carl Zeiss Meditec -3% $ENR.DE Siemens Energy -2.4% $PHIA.AS Philips -2.4% U.S. launches Section [---] investigation into robotics machinery & medical technology Probe could lead to new tariffs or import restrictions in these sectors Philips says no immediate operational or financial impact should be assumed https://twitter.com/i/web/status/1971127506783658335 https://twitter.com/i/web/status/1971127506783658335"
X Link 2025-09-25T08:19Z [----] followers, [---] engagements

"$LOGC ContextLogic Q325 Earnings Highlights 🔹 Net Loss: $1M (flat YoY) 🔹 Cash & Equivalents: $102M 🔹 Marketable Securities: $116M 🔹 Total Liquidity: $218M 🔹 Interest Income: $2M (mainly U.S. government instruments) 🔹 G&A Expenses: $3M (incl. $1M stock comp $1M strategic transaction costs) 🔹 Additional Financing: $75M option via subsidiary preferred unit issuance (conditional on acquisition) ContextLogic remains in restructuring mode maintaining solid liquidity while evaluating strategic alternatives. https://twitter.com/i/web/status/1983265383441138144"
X Link 2025-10-28T20:11Z [----] followers, [---] engagements

"$APP AppLovin Reports Record Q3 Results Raises Buyback Authorization Revenue: $1.41B (+68% YoY) 🟢 Net Income: $836M (+92% YoY) 🟢 Adjusted EBITDA: $1.16B (+79% YoY) 🟢 Operating Cash Flow / FCF: $1.05B 🟢 Share Repurchase Authorization: Increased by $3.2B (Total $3.3B remaining) 💰 Guidance (Q4 2025): Revenue: $1.57B$1.60B Adjusted EBITDA: $1.29B$1.32B (8283% margin) 💬 AppLovin posts another strong quarter with massive profitability and cash generation reinforcing shareholder returns through an expanded $3.3B buyback. https://twitter.com/i/web/status/1986178531001573689"
X Link 2025-11-05T21:07Z [----] followers, 13.1K engagements

"$CXM Sprinklr Q3 Earnings Revenue: $219.1M Subscription Revenue: $190.3M Net Cash From Operations: $20.0M Free Cash Flow: $15.5M RPO: 5% YoY cRPO: +3% YoY $1M+ Customers: [---] GAAP Operating Income: $11.6M Non-GAAP Operating Income: $33.5M GAAP EPS: $0.01 Non-GAAP EPS: $0.12 Cash & Equivalents: $480.3M Guidance (Q4 FY26): Subscription Revenue: $191M$192M Total Revenue: $216.5M$217.5M Non-GAAP Operating Income: $29M$30M Non-GAAP EPS: $0.09$0.10 Guidance (FY26): Subscription Revenue: $754M$755M Total Revenue: $853M$854M Non-GAAP Operating Income: $137.5M$138.5M Non-GAAP EPS: $0.43$0.44 💬"
X Link 2025-12-03T12:10Z [----] followers, [---] engagements

"After-Hours Movers Dec [--] Top Gainers $ORCL Oracle +3.42% $CRWV CoreWeave +3.27% $LFST LifeStance Health +3.03% $SEI Solaris Energy Infrastructure +2.83% $SAIL SailPoint +2.57% Top Losers $NKE Nike 10.39% $SBS Sabesp + 6.17% $BMO Bank of Montreal 5.44% $LWB Lamb Weston 3.42% $KBH KB Home 3.19% https://twitter.com/i/web/status/2001790478023278656 https://twitter.com/i/web/status/2001790478023278656"
X Link 2025-12-18T23:03Z [----] followers, [---] engagements

"DAX Weekly Winners & Losers Performance (Dec 13Dec 19) Index +0.42% Modest index gains driven by financials and utilities while autos and heavy industry dragged on performance. 🔝 Top Performers of the Week $ZAL Zalando +8.28% $EOAN E.ON +4.22% $CBK Commerzbank +3.99% $DBK Deutsche Bank +3.76% $RWE RWE +2.86% $SY1 Symrise +2.60% $DB1 Deutsche Brse +2.32% $DTE Deutsche Telekom +2.20% $ALV Allianz +1.99% $G1A GEA Group +1.97% 🔻 Worst Performers of the Week $VOW3 Volkswagen 3.79% $RHM Rheinmetall 3.65% $BMW BMW 2.86% $MBG Mercedes-Benz Group 2.84% $DTG Daimler Truck 2.63% $BAS BASF 2.17% $HEI"
X Link 2025-12-21T11:46Z [----] followers, [---] engagements

"$HWM Howmet Agrees to Buy CAM from Stanley Black & Decker for $1.8B Howmet to acquire CAM business from Stanley Black & Decker for $1.8B $SWK +7.8% pre-market $HWM $SWK"
X Link 2025-12-22T13:49Z [----] followers, [---] engagements

"$RGNX REGENXBIO strong RGX-202 durability key [----] catalysts ahead 18-month durability data for RGX-202 remains strong [----] flagged as a pivotal year with major data readouts FDA PDUFA decision upcoming Expects $100M payment from AbbVie in H1 [----] boosting cash position https://twitter.com/i/web/status/2010448748347031866 https://twitter.com/i/web/status/2010448748347031866"
X Link 2026-01-11T20:28Z [----] followers, [---] engagements

"$TEM Tempus AI preliminary Q4 & FY25 results (strong growth) FY25 (prelim unaudited): Revenue: $1.27B (+83% YoY; 30% organic excl. Ambry) Diagnostics: $955M (+111% YoY) Oncology volume +26% Hereditary +29% Data & Applications: $316M (+31% YoY) Insights / data licensing +38% Net revenue retention: 126% TCV: $1.1B (record) Q4 FY25 (prelim): Revenue: $367M (+83% YoY) Diagnostics: $266M (+121% YoY) Oncology +29% Hereditary +23% Data & Applications: $100M (+25% YoY; Insights +68% ex-AZN warrant) Notes: Record Data & Apps quarter; accelerating genomics volumes Presenting at J.P. Morgan Healthcare"
X Link 2026-01-11T22:43Z [----] followers, [----] engagements

"Trading is back Overnight Movers 🌙📊 🔺 Gainers $FRSH Freshworks +12.5% $PAAS Pan American Silver +6.8% $AG First Majestic Silver +5.8% $MIR Mirion Technologies +4.9% $KSS Kohls +4.8% $OPRA Opera +4.7% $ASX ASE Technology Holding +4.6% $TEM Tempus AI +4.4% $METC Ramaco Resources +4.0% $XYZ Block +4.0% 🔻 Losers $SYF Synchrony Financial 5.6% $COF Capital One Financial 3.3% $FLY Firefly Aerospace 3.0% $PSIX Power Solutions International 3.0% $BBWI Bath & Body Works 2.8% $VRSN VeriSign 2.5% $HNGE Hinge Health 2.5% $TER Teradyne 2.5% $AMKR Amkor Technology 2.5% $SMMT Summit Therapeutics 2.4%"
X Link 2026-01-12T01:09Z [----] followers, [---] engagements

"📈 Overnight Movers Jan [--] 🔺 Top Gainers $TEM Tempus AI +6.61% $MUX McEwen Mining +5.09% $BILI Bilibili +4.77% $AG First Majestic Silver +4.66% $BABA Alibaba Group +4.58% $NNNN Anbio Biotechnology +3.86% $WB Weibo +3.81% $CDE Coeur Mining +3.77% $HNGE Hinge Health +3.74% $NEXT NextDecade +3.48% 🔻 Top Losers $SYF Synchrony Financial 5.05% $CLBT Cellebrite DI Ltd. 3.95% $COF Capital One Financial 3.89% $BLBD Blue Bird Corp. 3.47% $LTC LTC Properties 3.47% $FTAI FTAI Aviation 3.16% $SYM Symbotic 3.12% $SERV Serve Robotics 3.06% $LITE Lumentum Holdings 2.81% $DOCN DigitalOcean Holdings 2.65%"
X Link 2026-01-12T07:00Z [----] followers, [---] engagements

"Overnight Movers Jan [--] 🔼 Top Gainers $HII Huntington Ingalls +5.18% $BILI Bilibili +5.13% $TTAN ServiceTitan +4.37% $HMY Harmony Gold +4.13% $HNGE Hinge Health +4.05% 🔻 Top Losers $RAPP Rapport Therapeutics 3.43% $TCOM Group 3.27% $POR Portland General Electric 2.99% $RIVN Rivian 2.45% $TVTX Travere Therapeutics 2.03% https://twitter.com/i/web/status/2011343799994253646 http://Trip.com https://twitter.com/i/web/status/2011343799994253646 http://Trip.com"
X Link 2026-01-14T07:45Z [----] followers, [---] engagements

"$ISRG Intuitive Surgical Preliminary 4Q25 & FY25 Revenue 4Q25 Revenue (prelim): $2.87B (+19% YoY) 4Q24 Revenue: $2.41B FY25 Revenue (prelim): $10.06B (+21% YoY) FY24 Revenue: $8.35B Drivers: higher procedure volume increased da Vinci system placements expanding installed base -5.9% pre-market https://twitter.com/i/web/status/2011443552882917846 https://twitter.com/i/web/status/2011443552882917846"
X Link 2026-01-14T14:21Z [----] followers, [---] engagements

"$MTB M&T Bank Q4 Earnings Revenue (NII): $1.78B (Est. $1.80B) 🔻 EPS (Adj.): $4.72 EPS (GAAP): $4.67 Net Income: $759M Net Interest Margin: 3.69% CET1 Capital Ratio: 10.84% Provision for Credit Losses: $125M 💬 Net interest income came in slightly below estimates while capital and margins remained solid. https://twitter.com/i/web/status/2012110917924753673 https://twitter.com/i/web/status/2012110917924753673"
X Link 2026-01-16T10:33Z [----] followers, [---] engagements

"$CXM Sprinklr Citizens reiterates Market Outperform 📈 PT $17.00 Current $6.96 (Upside 144%)"
X Link 2026-01-16T10:45Z [----] followers, [---] engagements

"$DQ Daqo New Energy Subsidiary guides FY25 loss improvement YoY Xinjiang Daqo prelim. FY25 net loss: RMB 1.01.3B (PRC GAAP) vs. FY24 loss: RMB 2.7B clear YoY improvement Xinjiang Daqo = core earnings driver (72.8% owned) Figures are preliminary PRC GAAP may not align with U.S. GAAP Management flags material variance risk until final close Bottom line: losses narrowing but visibility still low treat guidance with caution. https://twitter.com/i/web/status/2012119399046541463 https://twitter.com/i/web/status/2012119399046541463"
X Link 2026-01-16T11:07Z [----] followers, [---] engagements

"$BTDR Bitdeer BTIG reiterates Buy maintains PT 📈 PT $25 Current $15.2 (Upside 64%) Revenue outlook raised on BTC price strength self-mining hash rate and AI cloud FY26 EBITDA forecast trimmed but top-line momentum intact"
X Link 2026-01-16T12:16Z [----] followers, [---] engagements

"DAX Weekly Winners & Losers Performance (Jan 1216) Index +0.14% Flat index with selective upside: utilities energy and defensives provided support while software autos and telecom dragged on performance. --- 🔝 Top Performers of the Week $ENR Siemens Energy +8.30% $RWE RWE +7.38% $BAYN Bayer +6.78% $SY1 Symrise +4.85% $BEI Beiersdorf +3.56% $EOAN E.ON +3.45% $DTG Daimler Truck +3.13% $ZAL Zalando +3.13% $G1A GEA Group +2.85% $SIE Siemens +2.38% --- 🔻 Worst Performers of the Week $FME Fresenius Medical Care 5.14% $SAP SAP 4.80% $CON Continental 4.78% $DTE Deutsche Telekom 4.75% $ADS adidas"
X Link 2026-01-18T13:08Z [----] followers, [---] engagements

"$PRGS Progress Software Mixed Q Results Revenue: $252.67M (Est. $252.86M) 🔻 EPS: $1.51 (Est. $1.31) 🟢 YoY: EPS +14% Revenue +18% QoQ: EPS +1% Revenue +1% 💬 Progress Software reported an EPS beat versus expectations while revenue came in slightly below consensus. https://twitter.com/i/web/status/2013720472639111327 https://twitter.com/i/web/status/2013720472639111327"
X Link 2026-01-20T21:09Z [----] followers, [---] engagements

"Overnight Movers Jan [--] Top Gainers $VG Venture Global +12.28% $OGN Organon +10.22% $KRMN Karman Holdings +6.75% $NICE NICE Ltd +4.12% $INFY Infosys +4.10% Top Losers $RKLB Rocket Lab 3.67% $PBF PBF Energy 3.29% $TAP Molson Coors 3.27% $SMG Scotts Miracle-Gro 3.26% $SONY Sony Group 3.04% https://twitter.com/i/web/status/2014222583768474089 https://twitter.com/i/web/status/2014222583768474089"
X Link 2026-01-22T06:24Z [----] followers, [---] engagements

"Pre-Market Movers Jan [--] Top Gainers $VG Venture Global +12.83% $KRMN Karman Holdings +10.88% $IPAR Interparfums +5.99% $TMC TMC the metals company +5.64% $ARM Arm Holdings +5.60% $MRNA Moderna +5.59% $HYMC Hycroft Mining +5.38% $BABA Alibaba +5.22% $PLAB Photronics +4.86% $FULT Fulton Financial +4.83% $COHR Coherent +4.55% $MT ArcelorMittal +4.29% $RMBS Rambus +4.26% $NUVB Nuvation Bio +4.23% $ELAN Elanco Animal Health +4.07% Top Losers $NAMS NewAmsterdam Pharma 7.75% $BANC Banc of California 4.45% $KNX Knight-Swift Transportation 3.85% $UMC United Microelectronics 3.68% $TAP Molson Coors"
X Link 2026-01-22T09:43Z [----] followers, [---] engagements

"$ACN Accenture Berenberg initiates coverage with Buy 📈 PT $313 Current $281.5 (Upside 11%) AI capabilities cited as a key competitive advantage"
X Link 2026-01-22T09:46Z [----] followers, [---] engagements

"$LIF Life360 Preliminary Q4 & FY2025 Update MAU (Q4): 95.8M MAU Net Adds (FY): 16.2M (20% YoY) Paying Circles (Q4): 2.8M Paying Circles Net Adds (FY): 576K (record) Revenue (FY2025): $486$489M (3132% YoY) Adjusted EBITDA (FY2025): $87$92M (1819% margin) Guidance: Above prior outlook [----] Outlook: 20% MAU growth expected Earnings Date: Mar [--] [----] (PT) / Mar [--] [----] (AEDT) After-hours: +17.7% https://twitter.com/i/web/status/2014471295761600910 https://twitter.com/i/web/status/2014471295761600910"
X Link 2026-01-22T22:52Z [----] followers, [---] engagements

"$SLB Schlumberger Earnings Beat Revenue: $9.75B (Est. $9.55B) 🟢 EPS: $0.78 (Est. $0.74) 🟢 Adj. EBITDA: $2.33B (Est. $2.31B) 🟢 CapEx: $516M (Est. $576.3M) 🟢 Well Construction Revenue: $2.95B (Est. $2.94B) 🟢"
X Link 2026-01-23T11:55Z [----] followers, [---] engagements

"Todays Leaders Jan [--] $LIF Life360 +27.4% $MAAS Maase Inc. +12.1% $RDW Redwire +10.2% $TE T1 Energy +9.6% $ERIC Ericsson +9.3% $TMC TMC the metals company +8.7% $HYMC Hycroft Mining +8.4% $BAH Booz Allen Hamilton +8.3% $IREN Iris Energy +8.0% $APLD Applied Digital +7.7% $HUT Hut [--] +7.5% $VOYG Voyager Technologies +7.2% $FTNT Fortinet +7.2% $SBSW Sibanye Stillwater +6.4% $SSL Sasol +6.1% https://twitter.com/i/web/status/2014743162607304801 https://twitter.com/i/web/status/2014743162607304801"
X Link 2026-01-23T16:52Z [----] followers, [---] engagements

"Some interesting IPOs next week: Upcoming IPOs Week Ahead Several sizable IPOs are lined up spanning fintech space & defense and insurance tech. $PICS PicPay Brazilian digital bank targeting a $2.5B valuation Deal size: up to $434M 22.9M shares at $16$19 42M active users; payments full digital bank (cards insurance BNPL) Brazil returning to US IPO markets after multi-year drought $YSS York Space Systems Space & defense satellite contractor Deal size: $512M (up to $544M) 16M shares at $30$34 Implied mkt cap: $4.0$4.25B Major DoD contractor; [--] missions 4M+ on-orbit hours NYSE listing expected"
X Link 2026-01-25T13:14Z [----] followers, [---] engagements

"$BKR Baker Hughes Q4 & FY [----] Results Q4 Revenue: $7.4B (flat YoY) Q4 EPS (GAAP): $0.88 Q4 EPS (Adj.): $0.78 Q4 Adj. EBITDA: $1.34B (+2% YoY) Q4 Orders: $7.9B (IET $4.0B) Record RPO: $35.9B (IET $32.4B) Q4 FCF: $1.34B FY Revenue: $27.7B (flat YoY) FY EPS (GAAP / Adj.): $2.60 / $2.60 FY Adj. EBITDA: $4.83B (+5% YoY) FY Orders: $29.6B (IET record $14.9B) FY FCF: $2.73B https://twitter.com/i/web/status/2015558950297444444 https://twitter.com/i/web/status/2015558950297444444"
X Link 2026-01-25T22:54Z [----] followers, [---] engagements

"US power outages surge: gas supply constraints and extreme cold strain the grid Potential beneficiaries: Generac $GNRC rising demand for backup power solutions during blackouts Quanta Services $PWR grid repairs maintenance and infrastructure expansion Cheniere Energy $LNG LNG exports tighten domestic gas supply Targa Resources $TRGP benefits from higher volumes and pricing leverage in midstream energy https://twitter.com/i/web/status/2015565930714267970 https://twitter.com/i/web/status/2015565930714267970"
X Link 2026-01-25T23:22Z [----] followers, [---] engagements

"$ENPH Enphase Energy workforce reduction & restructuring 🔻 Announces 6% workforce reduction Restructuring plan follows expiration of the federal solar tax credit Move aimed at cost alignment amid weaker policy support Stock reaction: 3.2%"
X Link 2026-01-26T13:52Z [----] followers, [---] engagements

"$AAL American Airlines Earnings Miss & Guidance Revenue: $14.0B (Est. $14.04B) ⚪ EPS: $0.16 (Est. $0.38) 🔻 Guidance: FY26 EPS: $1.70$2.70 (Est. $2.01) ⚪ Q1 [----] EPS: ($0.10)($0.50) (Est. ($0.29)) ⚪"
X Link 2026-01-27T12:04Z [----] followers, [---] engagements

"$APLD Applied Digital shares jump 12% on AI data-center momentum 📈 Stock up 12% as NvidiaCoreWeave deal lifts AI infra plays Renewed risk appetite tied to AI data-center expansion theme Focus now on new long-term leases and details around Delta Forge site"
X Link 2026-01-27T20:07Z [----] followers, [---] engagements

"$NXT Nextpower Delivers Strong Q3 FY26 Results; Raises FY26 Outlook Revenue: $909M (YoY +34%) EPS (Adj.): $1.10 Gross Margin (Adj.): 32.4% EBITDA (Adj.): $214M (Margin 23.5%) GAAP EPS: $0.85 Record backlog driven by U.S. demand and Europe bookings Achieved investment grade credit rating (Fitch) Authorized $500M share repurchase program (3-year term) FY26 Guidance (Raised): Revenue: $3.4253.500B (prior $3.2753.475B) GAAP EPS: $3.433.53 (prior $3.263.46) Adj. EBITDA: $810830M (prior $775815M) Adj. EPS: $4.264.36 (prior $4.044.25) 💬 Management cited strong execution robust bookings balance"
X Link 2026-01-27T21:06Z [----] followers, [---] engagements

"📊 OVERNIGHT MOVERS Jan [--] 🔼 Top Gainers $LRN Stride Inc. +30.47% $TXN Texas Instruments +11.39% $NXT Nextracker +10.41% $STX Seagate Technology +9.43% $ASML ASML Holding +8.44% $WDC Western Digital +6.20% $INTC Intel +5.72% $LRCX Lam Research +5.17% $SNDK Sandisk +4.76% $MCHP Microchip Technology +4.59% 🔻 Top Losers $SWKS Skyworks Solutions 9.99% $UMC United Microelectronics 3.92% $QRVO Qorvo 3.36% $UI Ubiquiti 2.98% $APTV Aptiv 2.74% $FOLD Amicus Therapeutics 2.73% $ANF Abercrombie & Fitch 2.55% $CART Maplebear (Instacart) 2.45% $NNNN Anbio Biotechnology 2.37% $YUM Yum Brands 2.32%"
X Link 2026-01-28T06:23Z [----] followers, [---] engagements

"$EDU New Oriental Education Beats EPS Guides Q3/FY Pre-Market +5.4% Revenue: $1.19B (Est. $1.16B) 🟢 EPS: $0.45 (Est. $0.34) 🟢 Guidance Q3 [----] Revenue: $1.311.35B (Est. $1.33B) Guidance FY2026 Revenue: $5.295.48B (Est. $5.37B) 💬 Strong EPS beat with revenue above consensus; guidance broadly in line. https://twitter.com/i/web/status/2016463710273802448 https://twitter.com/i/web/status/2016463710273802448"
X Link 2026-01-28T10:49Z [----] followers, [---] engagements

"$VFC VF Corporation Delivers Q3 FY26 Revenue Growth Margin Expansion & Deleveraging Revenue: +1% YoY reported +4% YoY ex-Dickies Gross Margin: 56.6% (+30 bps YoY) 57.0% ex-Dickies Operating Income: $289M (vs. $226M LY) $341M ex-Dickies Operating Margin: 10.1% (+210 bps YoY) 12.1% ex-Dickies EPS: $0.76 reported (vs. $0.43 LY) $0.58 ex-Dickies Dividend: $0.09 per share (quarterly) Brand Performance: The North Face +8% YoY (constant currency) Timberland +5% YoY (constant currency) 5th straight growth quarter Vans performance in line with expectations Americas: +6% C$ ex-Dickies strongest"
X Link 2026-01-28T11:05Z [----] followers, [---] engagements

"$GLW Corning Delivers Record Q4 & FY2025 Upgrades Springboard Growth Plan Core Revenue (Q4): $4.41B (+14% YoY) Core EPS (Q4): $0.72 (+26% YoY) GAAP EPS (Q4): $0.62 Core Revenue (FY25): $16.41B (+13% YoY) Core EPS (FY25): $2.52 (+29% YoY) Adjusted Free Cash Flow (FY25): $1.72B Q1 [----] Outlook: Core revenue: $4.24.3B (+15% YoY) Core EPS: $0.660.70 Springboard Plan (Upgraded): Incremental annualized sales by 2028: $11B (prior $8B) Incremental annualized sales by [----] (internal): $6.5B Incremental annualized sales by [----] (high-confidence): $5.75B Margins & Returns (Q423 Q425): Core operating"
X Link 2026-01-28T12:03Z [----] followers, [----] engagements

"$TEVA Teva Pharma Beats EPS & Revenue Issues FY26 Revenue Guidance Revenue: $4.71B (Est. $4.33B) 🟢 EPS: $0.96 (Est. $0.65) 🟢 FY2026 Revenue Guidance: $16.416.8B (Est. $16.9B) 💬 Strong Q4 beat on both EPS and revenue; FY26 revenue guidance slightly below consensus"
X Link 2026-01-28T12:51Z [----] followers, [---] engagements

"Pre-Market Movers Jan [--] Gainers $LBRN Stride +24.3% $ULS UL Solutions +14.6% $TXN Texas Instruments +11.6% $NXT Nextracker +10.5% $STX Seagate +9.6% $FFIV F5 +9.5% $WIX Wix +9.5% $SBUX Starbucks +7.8% $MCHP Microchip +7.4% $NVMI Nova +7.2% $CAMT Camtek +7.0% $WDC Western Digital +6.2% $ONTO Onto Innovation +6.0% $PLNT Planet Fitness +5.7% $SNDK Sandisk +5.6% Decliners $APH Amphenol 13.4% $SWKS Skyworks 10.5% $TLK Telkom Indonesia 9.7% $UMC United Microelectronics 7.9% $ELV Elevance Health 6.8% $NVS Novartis 6.4% $MOH Molina Healthcare 6.0% $SARO StandardAero 5.3% $OTIS Otis 5.3% $LII Lennox"
X Link 2026-01-28T13:20Z [----] followers, [---] engagements

"$ALKT Alkami explores strategic options Reports say Alkami has engaged an adviser to explore a potential sale Shares +7.3% on the news No deal confirmed; process described as exploratory"
X Link 2026-01-28T20:34Z [----] followers, [---] engagements

"$LC LendingClub Q4 Earnings Beat Issues [----] Guidance Revenue: $266.5M (Est. $262.64M) 🟢 EPS: $0.35 (Est. $0.34) 🟢 Guidance (Q1 [----] EPS): $0.34$0.39 (Est. $0.30) Guidance (FY2026 EPS): $1.65$1.80 (Est. $1.63) 💬 Q4 EPS beat estimates by $0.01; revenue came in above consensus. https://twitter.com/i/web/status/2016620444883751384 https://twitter.com/i/web/status/2016620444883751384"
X Link 2026-01-28T21:12Z [----] followers, 15.9K engagements

"$FFBC First Financial Bancorp Q4 Earnings Beat Revenue: $251.3M (Est. $248.95M) 🟢 EPS: $0.80 (Est. $0.56) 🟢 💬 Q4 EPS beat estimates by $0.24; revenue came in above consensus"
X Link 2026-01-28T21:19Z [----] followers, [---] engagements

"$NLY Annaly Capital Management Q4 Earnings Beat Revenue: $921.76M (Est. $675.82M) 🟢 EPS: $0.74 (Est. $0.73) 🟢 💬 Q4 EPS beat estimates by $0.01; revenue exceeded consensus"
X Link 2026-01-28T21:20Z [----] followers, [---] engagements

"After-Hours Movers Jan [--] 🟢 Gainers $IBM International Business Machines +7.15% $META Meta Platforms +6.48% $TTMI TTM Technologies +5.11% $CHRW C.H. Robinson Worldwide +4.87% $LUV Southwest Airlines +4.35% $TTEK Tetra Tech +3.34% $VIAV Viavi Solutions +3.19% $TSLA Tesla +3.18% $UMC United Microelectronics +3.17% $DOC Healthpeak Properties +2.74% $SMTC Semtech +2.73% $CALX Calix +2.53% $WHD Cactus +2.24% $RDDT Reddit +2.07% 🔻 Losers $LVS Las Vegas Sands 7.77% $LC LendingClub 7.14% $URI United Rentals 6.55% $LB LandBridge 6.22% $CAI Caris Life Sciences 5.09% $CLS Celestica 4.46% $NGVT"
X Link 2026-01-28T21:25Z [----] followers, [---] engagements

"$DB Deutsche Bank Q4 & FY25 Earnings Revenue (Q4): 7.73B (Est. 7.64B) 🟢 Pre-Tax Profit (Q4): 2.03B (Est. 1.95B) 🟢 Net Income (Q4): 1.30B (vs. 106M YoY) 🟢 FIC S&T Revenue (Q4): 2.00B (Est. 1.94B) 🟢 Revenue (FY25): 32.1B (Est. 31.9B) 🟢 Pre-Tax Profit (FY25): 9.7B Net Income (FY25): 7.1B Dividend: 1.00/sh Share Buyback: 1B authorized https://twitter.com/i/web/status/2016765183822016924 https://twitter.com/i/web/status/2016765183822016924"
X Link 2026-01-29T06:47Z [----] followers, [---] engagements

"$TMO Thermo Fisher Scientific Q4 Earnings Revenue: $12.21B (Est. $11.89B) 🟢 EPS: $6.57 (Est. $6.45) 🟢"
X Link 2026-01-29T11:05Z [----] followers, [---] engagements

"$TSCO Tractor Supply Q4 Earnings & FY26 Guidance Revenue: $3.90B (Est. $4.02B) 🔻 EPS: $0.43 (Est. $0.47) 🔻 FY26 EPS Guidance: $2.13$2.23 (Est. $2.30)"
X Link 2026-01-29T12:03Z [----] followers, [---] engagements

"$DOV Dover Corp. Q4 Earnings & FY26 Guidance Revenue: $2.10B (Est. $2.09B) 🟢 EPS: $2.51 (Est. $2.49) 🟢 FY26 EPS Guidance: $10.45$10.65 (Est. $10.63)"
X Link 2026-01-29T12:03Z [----] followers, [---] engagements

"$NDAQ Nasdaq Q4 Earnings Revenue: $1.40B (Est. $1.37B) 🟢 EPS: $0.96 (Est. $0.92) 🟢"
X Link 2026-01-29T12:07Z [----] followers, [---] engagements

"$THRM Gentherm / $MOD Modine $1B Thermal Management Merger (Reverse Morris Trust) Gentherm and Modine agreed to a $1B transaction combining Modines Performance Technologies business with Gentherm Ownership split: Gentherm shareholders 60% Modine shareholders 40% Valuation: 6.8x LTM post-synergy EBITDA ($147M); $25M annual cost synergies targeted Deal details: Modine to receive $210M cash + 21M newly issued Gentherm shares ($790M equity value) Combined pro forma revenue $2.6B with 13% adj. EBITDA margin (synergy-adjusted) Modine Performance Technologies: $1.1B revenue $123M adj. EBITDA"
X Link 2026-01-29T13:55Z [----] followers, [---] engagements

"Copper jumps 10% above $14400/ton (LME) and equities are reacting exactly as they should. Pre-market movers (Copper exposure): $ERO Ero Copper +10.3% $SCCO Southern Copper +7.9% $WRN Western Copper & Gold +3.7%"
X Link 2026-01-29T13:59Z [----] followers, [---] engagements

"$SCCO Southern Copper Q4 Earnings Revenue: $3.87B (Est. $3.73B) 🟢 EPS: $1.56 (Est. $1.54) 🟢 Solid copper pricing and volumes supported results amid strong metals backdrop"
X Link 2026-01-29T14:16Z [----] followers, [---] engagements

"Odds on Polymarket that Nebius $NBIS will be acquired before [----] just surged to 75%. Stock is down -7% today and no new M&A rumors are circulating or known"
X Link 2026-01-29T20:03Z [----] followers, 187.8K engagements

"Earnings After the Close $AAPL Apple $SNDK SanDisk $WDC Western Digital $V Visa $DECK Deckers Brands $KLAC KLA Corp $SYK Stryker $NEWT NewtekOne $APPF AppFolio $LPLA LPL Financial $RMD ResMed $AJG Arthur J. Gallagher $BZH Beazer Homes $CVCO Cavco Industries $DLB Dolby Laboratories $EMN Eastman Chemical $HITI High Tide $MXL MaxLinear https://twitter.com/i/web/status/2016979253238051238 https://twitter.com/i/web/status/2016979253238051238"
X Link 2026-01-29T20:58Z [----] followers, [----] engagements

"$NEWT NewtekOne Reports Q4 & FY25 Earnings; Issues FY26 Guidance Revenue: $284.8M (FY25) (+10.6% Y/Y) 🟢 EPS: Q4 $0.65 FY25 $2.21 (basic) $2.18 (diluted) 🟢 PPNR: $118.7M (+25.1% Y/Y) Book Value / Share: $12.19 (+15.9% Y/Y) Tangible Book Value: $11.68 (+24.4% Y/Y) Guidance: FY26 EPS $2.15$2.55 (midpoint $2.35) 💬 NewtekOne reported double-digit revenue growth in FY25 strong PPNR expansion rising book value and provided FY26 EPS guidance. https://twitter.com/i/web/status/2016980854338396343 https://twitter.com/i/web/status/2016980854338396343"
X Link 2026-01-29T21:04Z [----] followers, [---] engagements

"$SYK Stryker Reports Strong FY25 Results; Issues FY26 Outlook Revenue: Q4 $7.17B (+11.4% Y/Y) FY $25.12B (+11.2% Y/Y) 🟢 Organic Growth: Q4 +11.0% FY +10.3% 🟢 Operating Margin: Q4 30.2% (+100 bps) FY 26.3% Operating Cash Flow: $5.04B Guidance: FY26 organic sales growth 8.0%9.5%; adjusted EPS $14.90$15.10 https://twitter.com/i/web/status/2016981808051847498 https://twitter.com/i/web/status/2016981808051847498"
X Link 2026-01-29T21:08Z [----] followers, [---] engagements

"$MXL MaxLinear Beats Q4 Estimates; Issues Q1 Outlook Revenue: $136.4M (Est. $134.82M) 🟢 EPS: $0.19 (Est. $0.18) 🟢 Guidance: Q1 [----] Revenue $130M$140M Gross Margin: GAAP 56%59% Non-GAAP 58%61% Operating Expenses: GAAP $85M$90M Non-GAAP $58M$64M"
X Link 2026-01-29T21:10Z [----] followers, [---] engagements

"Overnight Movers Jan [--] Gainers: $SNDK SanDisk +19.03% $DECK Deckers Brands +13.23% $CPNG Coupang +6.45% $AJG Arthur J. Gallagher +4.54% $EDU New Oriental Education +4.46% $LITE Lumentum +4.34% $USAR USA Rare Earth +3.63% $CHD Church & Dwight +3.47% $GME GameStop +3.42% Losers: $AG First Majestic Silver 8.98% $KLAC KLA Corp 8.58% $PAAS Pan American Silver 8.12% $CDE Coeur Mining 8.02% $HMY Harmony Gold 7.38% $KGC Kinross Gold 7.13% $SKE Skeena Resources 6.96% $EQX Equinox Gold 6.77% $GFI Gold Fields 6.64% $GOLD Barrick Mining 6.17% https://twitter.com/i/web/status/2017141909915898247"
X Link 2026-01-30T07:44Z [----] followers, [---] engagements

"$APD Air Products Q1 FY26 Earnings Revenue: $3.1B (+6%) EPS (Adj.): $3.16 (+10%) EPS (GAAP): $3.04 (+10%) Guidance: FY26 adj. EPS $12.85$13.15 reaffirmed; Q2 adj. EPS $2.95$3.10 Capex: $4.0B for FY26 Other: Dividend raised to $1.81; $140M NASA supply awards; talks with Yara on low-emission ammonia https://twitter.com/i/web/status/2017191959098499117 https://twitter.com/i/web/status/2017191959098499117"
X Link 2026-01-30T11:03Z [----] followers, [---] engagements

"$FLG Flagstar Bank Returns to Profitability (Q4 2025) EPS (GAAP): $0.05 Adj. EPS: $0.06 Net income: $21M GAAP $30M adjusted NIM: 2.14% (expanded); CET1: 12.83% Credit & balance sheet: C&I commitments +28% to $3.0B; non-accrual loans -8% QoQ De-risking: CRE exposure and brokered deposits materially reduced 💬 Flagstar returned to profitability in Q4 as margins improved credit metrics strengthened and capital levels increased. https://twitter.com/i/web/status/2017192263961424162 https://twitter.com/i/web/status/2017192263961424162"
X Link 2026-01-30T11:04Z [----] followers, [---] engagements

"$GEV GE Vernova Guggenheim upgrades to Buy 📈 PT $910 Current $752 (Upside 21%) FCF outlook raised to $2425.5B (202528) supporting materially higher buybacks without balance sheet stress Electrification upside: revenue scaling toward $20B by [----] with 25% EBITDA margins above company targets Valuation reset to 14x [----] EBITDA justified by visibility growth and peer premium https://twitter.com/i/web/status/2017246728773050595 https://twitter.com/i/web/status/2017246728773050595"
X Link 2026-01-30T14:41Z [----] followers, [---] engagements

"$WULF TeraWulf Vanguard stake disclosed Vanguard Group reports 8.03% ownership (33.64M shares) Filing confirms beneficial ownership position Signals continued institutional interest in the name"
X Link 2026-01-31T10:33Z [----] followers, [---] engagements

"XPENG $XPEV January [----] delivery update Vehicle deliveries: [-----] units Environmental impact: [------] tons CO avoided (lifecycle basis) Global expansion: P7+ launched in [--] countries; presence in [--] countries with [---] overseas stores (+150% YoY) and 1000+ sales & service outlets https://twitter.com/i/web/status/2017920678515577146 https://twitter.com/i/web/status/2017920678515577146"
X Link 2026-02-01T11:19Z [----] followers, [---] engagements

"$EL.PA EssilorLuxottica Jefferies bullish into earnings (Feb 11) Shares 20% off since November Jefferies sees an attractive entry point AI-powered smart glasses expected to add +56pp to Q4 growth CC growth outlook raised to 11.512.0% driven by strong mid-term demand trends https://twitter.com/i/web/status/2018074583631614055 https://twitter.com/i/web/status/2018074583631614055"
X Link 2026-02-01T21:30Z [----] followers, [---] engagements

"Overnight Movers Feb [--] Top Gainers $NNNN Anbio Biotechnology +6.75% $EL Este Lauder +4.68% $SLNO Soleno Therapeutics +4.51% $MMYT MakeMyTrip +4.01% $NNN NNN REIT +3.70% Top Losers $CLSK CleanSpark 11.40% $GLXY Galaxy Digital 10.62% $HUT Hut [--] 9.62% $BTDR Bitdeer Technologies 9.51% $MARA Marathon Digital 9.36% https://twitter.com/i/web/status/2018171560612221213 https://twitter.com/i/web/status/2018171560612221213"
X Link 2026-02-02T03:56Z [----] followers, [---] engagements

"Pre-Market Movers Feb [--] Top Gainers $NNNN Anbio Biotechnology +6.25% $U Unity Software +4.81% $IDXX IDEXX Laboratories +4.39% $MMYT MakeMyTrip +4.01% $VAL Valaris +3.93% $EL Este Lauder +3.58% $SLNO Soleno Therapeutics +3.40% $COLD Americold Realty Trust +3.14% $GPCR Structure Therapeutics +3.01% $AVTR Avantor +2.93% $EXEL Exelixis +2.90% $TERN Terns Pharmaceuticals +2.60% $ZTO ZTO Express +2.55% $ALMS Alumis +2.33% $NXE NexGen Energy +2.15% Top Losers $PHOE Phoenix Asia Holdings 47.24% $BMNR Bitmine Immersion 12.28% $ORLA Orla Mining 9.08% $CLSK CleanSpark 8.11% $MSTR MicroStrategy 7.82%"
X Link 2026-02-02T11:08Z [----] followers, [---] engagements

"$IDXX IDEXX Laboratories Q4 & FY25 Earnings Revenue (Q4): $1.09B (+14% YoY) Organic: +12% 🟢 EPS (Q4): $3.08 (+18% YoY) 🟢 Margins (Q4): Operating margin +150 bps YoY FY25 Revenue: $4.30B (+10% YoY) FY25 EPS: $13.08 (+23% YoY) Guidance (FY26): Revenue: $4.63B$4.72B ( +7.6% to +9.6% ) EPS: $14.29$14.80 ( +9% to +13% ) 💬 Strong CAG Diagnostics growth record instrument placements and margin expansion drive a solid outlook into [----]. https://twitter.com/i/web/status/2018287019256955378 https://twitter.com/i/web/status/2018287019256955378"
X Link 2026-02-02T11:34Z [----] followers, [---] engagements

"$DIS Walt Disney Q1 FY26 Earnings Summary Revenue: $26.0B (+5% YoY) 🟢 EPS: $1.34 (vs $1.40 YoY) 🔻 Adj. EPS: $1.63 (vs $1.76) 🔻 Total segment OI: $4.6B (vs $5.1B) 🔻 Entertainment: Rev +7%; OI $1.1B (down $0.6B) SVOD OI $450M (up $189M) 🟢 Sports: OI $191M (down $56M) incl. $110M hit from YouTube TV carriage suspension 🔻 Experiences: Record rev $10.0B; OI $3.3B 🟢 FY26 outlook: Double-digit adj. EPS growth SVOD margin 10% $19B operating cash flow $7B buyback on track 💬 Streaming profitability improved and Experiences stayed strong but higher content/rights costs weighed on segment"
X Link 2026-02-02T11:44Z [----] followers, [---] engagements

"WBD stakeholders likely to vote on Netflix deal in March $WBD $NFLX"
X Link 2026-02-02T15:26Z [----] followers, [---] engagements

"💰 Earnings After-Market (After the Close): $PLTR Palantir $TER Teradyne $NXPI NXP Semiconductors $FN Fabrinet $WWD Woodward $RMBS Rambus $SPG Simon Property Group $DVA DaVita $TWO Two Harbors Investment $DOC Healthpeak Properties"
X Link 2026-02-02T20:59Z [----] followers, [----] engagements

"$NXPI NXP Q4 Results Mixed; Strong Margins and Cash Flow Despite FY Revenue Decline Revenue: $3.34B (YoY +7%) EPS: $1.79 GAAP / $3.35 Non-GAAP Gross Margin: 54.2% GAAP Free Cash Flow: $793M (23.8% of revenue) FY25 Revenue: $12.27B (YoY 3%) Capital Return: $592M in Q4 💬 NXP delivered solid Q4 growth with strong margins and cash generation while full-year revenue declined modestly amid portfolio reshaping through acquisitions and divestitures. https://twitter.com/i/web/status/2018432148663914519 https://twitter.com/i/web/status/2018432148663914519"
X Link 2026-02-02T21:11Z [----] followers, [---] engagements

"$FN Fabrinet Q2 FY26 Earnings Beat Record Revenue and Strong Q3 Guidance Revenue: $1.13B (YoY +36%) 🟢 EPS: $3.11 GAAP / $3.36 Non-GAAP 🟢 Net Income: $112.6M GAAP (YoY +30%) Drivers: Multiple large strategic programs; strong operating leverage Guidance (Q3 FY26): Revenue $1.15B$1.20B; EPS $3.22$3.37 GAAP / $3.45$3.60 Non-GAAP 💬 Fabrinet delivered a clean blowout quarter with record revenue and EPS above guidance backed by broad-based program strength and confident forward outlook. https://twitter.com/i/web/status/2018433168190197868 https://twitter.com/i/web/status/2018433168190197868"
X Link 2026-02-02T21:15Z [----] followers, [---] engagements

"📌 IPO WATCH Upcoming Deals $FPS Forgent Power Solutions $1.51B NYSE GS Electrical distribution equipment for data centers & industrial facilities $LFTO Liftoff Mobile $711M Nasdaq GS AI-driven mobile app advertising & monetization software $BOBS Bobs Discount Furniture $350M NYSE JPM Value-focused furniture & bedding retailer $EIKN Eikon Therapeutics $300M Nasdaq JPM Phase [--] biotech targeting immuno-responsive cancers $MANE Veradermics $200M NYSE Jefferies Phase 3-ready biotech focused on hair loss treatments $AGMB AgomAb Therapeutics $200M Nasdaq JPM Belgian Phase [--] biotech developing TGF-"
X Link 2026-02-02T21:28Z [----] followers, [----] engagements

"After-Hours Movers (Earnings Reaction) Top Gainers $TER Teradyne +18.81% earnings beat + strong Q126 guidance $DVA DaVita +16.14% $WWD Woodward +14.59% strong Q1 raised FY guidance $WULF TeraWulf +9.37% $PLTR Palantir +6.67% blowout Q4 massive FY26 guide Top Losers $RMBS Rambus 19.86% sell-the-news despite record results $FN Fabrinet 11.08% classic expectations reset after monster run $NXPI NXP 6.09% solid quarter uninspiring forward tone $VIST Vista Energy 5.36% $LBRT Liberty Energy 4.75% The pattern is clean: AI-exposed semis with upside guidance ripped while good but not insane prints got"
X Link 2026-02-02T21:47Z [----] followers, [---] engagements

"$WULF TeraWulf Expands Power Footprint Adds [---] GW Capacity +9.5% AH Acquired two infrastructure sites in Kentucky and Maryland [---] GW incremental digital & power infrastructure capacity added Kentucky: [---] MW existing power availability Maryland (Morgantown Generating Station): [---] MW operating generation Expansion potential up to [--] GW pending approvals Total portfolio: [---] GW across five sites https://twitter.com/i/web/status/2018441620421501208 https://twitter.com/i/web/status/2018441620421501208"
X Link 2026-02-02T21:49Z [----] followers, [---] engagements

"$INTC Intel partners with SoftBanks SAIMEMORY on next-gen AI memory Collaboration to commercialize Z-Angle Memory (ZAM) high-capacity high-bandwidth lower-power memory for AI data centers Prototype target: FY ending Mar. [--] [----] Commercialization: FY2029 Builds on Intels NGDB research from the U.S. DOE AMT program https://twitter.com/i/web/status/2018577943677530462 https://twitter.com/i/web/status/2018577943677530462"
X Link 2026-02-03T06:50Z [----] followers, [---] engagements

"$NBIS Nebius Group Freedom Capital Markets initiates Buy 📈 PT $108 Current $91 (Upside 19%)"
X Link 2026-02-03T08:37Z [----] followers, [---] engagements

"$XOM ExxonMobil BNP Paribas Exane downgrades to Underperform 🔻 PT $125 Current $137.5 (Downside 9%)"
X Link 2026-02-03T08:39Z [----] followers, [---] engagements

"$IT Gartner Q4 [----] Earnings (Ahead of Expectations) Revenue: $1.8B (+2% YoY FX-neutral flat) EPS: $3.36 GAAP (34% YoY); Adj. EPS: $3.94 (28% YoY) Adj. EBITDA: $436M (+5% YoY) Free Cash Flow: $271M (13% YoY) Contract Value (CV): $5.2B (+1% YoY FX-neutral) Buybacks: +$500M authorization; $2.0B repurchased in FY25 (8% shares YoY) FY26 Outlook: CV expected to accelerate through [----] 💬 Q4 results beat expectations with resilient CV margin improvement at EBITDA level and continued aggressive capital return despite softer GAAP earnings and cash flow."
X Link 2026-02-03T11:02Z [----] followers, [----] engagements

"$PEP PepsiCo Q4 Earnings Summary EPS (Core): $2.26 (Est. $2.23) 🟢 North America Foods (Organic Rev.): 1% North America Beverages Rev.: $8.20B EMEA (Organic Rev.): +5% Latin America (Organic Rev.): +5% Asia Pacific Rev.: $1.49B (Est. $1.45B) 🟢 Buyback: Up to $10B through [----] FY2026 Organic Rev. Guidance: +2% to +4% (Est. +2.68%) 💬 PepsiCo beat core EPS expectations announced a $10B buyback program through [----] and guided to steady organic revenue growth for [----] despite mixed regional trends. https://twitter.com/i/web/status/2018641391363006772"
X Link 2026-02-03T11:03Z [----] followers, [---] engagements

"$ADM Archer-Daniels-Midland Q4 & FY2025 Results + [----] Guidance Q4 EPS (GAAP): $0.94 Adj. EPS: $0.87 FY2025 EPS (GAAP): $2.23 Adj. EPS: $3.43 FY2025 Operating Cash Flow: $5.5B Dividend: +2% increase (53rd consecutive year of growth) [----] Adj. EPS Guide: $3.60$4.25 Capex 2026: $1.3B$1.5B 💬 [----] pressured by weak crush margins and biofuel policy uncertainty; management expects a more constructive [----] driven by improving trade flows policy clarity cost savings and continued strength in Nutrition. https://twitter.com/i/web/status/2018641840132522485"
X Link 2026-02-03T11:04Z [----] followers, [---] engagements

"$MRK Merck & Co. Q4 [----] Earnings & [----] Outlook Revenue: $16.40B (Est. $16.17B) 🟢 EPS (GAAP): $1.19 EPS (Adj.): $2.04 Keytruda Revenue: $8.37B (Est. $8.24B) 🟢 Gardasil Revenue: $1.03B (Est. $991.1M) 🟢 Animal Health Revenue: $1.51B (Est. $1.52B) FY2026 Revenue Guidance: $65.5B$67.0B (Est. $67.5B) FY2026 Adj. EPS Guidance: $5.00$5.15 FY2026 Adj. Gross Margin: 82% (Est. 81.8%) Note: [----] guidance excludes any China Gardasil sales 💬 Q4 beat revenue expectations with strength in Keytruda and Gardasil; [----] outlook signals margin expansion but conservative revenue assumptions."
X Link 2026-02-03T11:38Z [----] followers, [---] engagements

"$MPC Marathon Petroleum Q4 [----] Earnings Summary Net Income: $1.5B EPS (GAAP): $5.12 EPS (Adj.): $4.07 (Est. $2.88) 🟢 Refining & Marketing Margin: $18.65 per barrel Refining Operating Costs: $5.70 per barrel 💬 Q4 results materially beat expectations driven by strong refining margins and disciplined cost control. https://twitter.com/i/web/status/2018650795273601114 https://twitter.com/i/web/status/2018650795273601114"
X Link 2026-02-03T11:40Z [----] followers, [---] engagements

"$PFE Pfizer obesity drug posts 12.3% weight loss in Phase 2b trial 📈 Positive mid-stage efficacy data strengthens Pfizers obesity pipeline Competitive read-through for $LLY Eli Lilly and $NVO Novo Nordisk Potential sentiment impact on $HIMS Hims & Hers Health via GLP-1 demand dynamics https://twitter.com/i/web/status/2018651338012242039 https://twitter.com/i/web/status/2018651338012242039"
X Link 2026-02-03T11:42Z [----] followers, [---] engagements

"$GLXY Galaxy Digital Q4 & FY2025 Earnings Summary Q4 Net Income: $482M Q4 EPS (Diluted): $1.08 FY2025 Net Income: $241M FY2025 Adj. EBITDA: $34M Cash & Stablecoins: $2.6B Total Equity: $3.0B Strategic Updates: completed corporate reorganization; equity raise and exchangeable notes issuance; acquired Alluvial Finance Infrastructure: ERCOT approval to expand Helios data center capacity to 1.6GW 💬 Results pressured by digital asset price declines; balance sheet remains liquid while infrastructure expansion continues. https://twitter.com/i/web/status/2018656514521629003"
X Link 2026-02-03T12:03Z [----] followers, [---] engagements

"$PYPL PayPal Q4 Earnings & Outlook Adj. EPS: $1.23 (Est. $1.28) 🔻 Net Revenue: $8.68B (Est. $8.80B) 🔻 Total Payment Volume: $475.1B (Est. $471.9B) 🟢 Q1 Outlook: Adj. EPS mid-single-digit decline FY Outlook: Adj. EPS low-single-digit decline to slight growth FY Share Repurchase: $6B FY Capex: $1B 💬 Mixed Q4 with softer EPS and revenue but solid TPV; outlook signals cautious near-term earnings trajectory alongside continued capital return. https://twitter.com/i/web/status/2018656684067914067 https://twitter.com/i/web/status/2018656684067914067"
X Link 2026-02-03T12:03Z [----] followers, [---] engagements

"Western Digital Authorizes Additional $4.0 Billion of Share Repurchases $WDC"
X Link 2026-02-03T13:02Z [----] followers, [---] engagements

"Bad outlook at Gartner $IT (22% today) is likely dragging S&P Global $SPGI and MSCI $MSCI down in sympathy. Gartner FY2026 Outlook Adj. EPS: $11.38 (vs. $12.47 est.) Alt. EPS view: $12.30 (vs. $13.54 est.) Revenue: $6.455B (vs. $6.708B est.) $IT Gartner Q4 [----] Earnings (Ahead of Expectations) Revenue: $1.8B (+2% YoY FX-neutral flat) EPS: $3.36 GAAP (34% YoY); Adj. EPS: $3.94 (28% YoY) Adj. EBITDA: $436M (+5% YoY) Free Cash Flow: $271M (13% YoY) Contract Value (CV): $5.2B (+1% YoY FX-neutral) $IT Gartner Q4 [----] Earnings (Ahead of Expectations) Revenue: $1.8B (+2% YoY FX-neutral flat) EPS:"
X Link 2026-02-03T15:24Z [----] followers, [----] engagements

"@FinanceJack44 Bad outlook at Gartner $IT (22% today) is likely dragging S&P Global $SPGI and MSCI $MSCI down in sympathy"
X Link 2026-02-03T15:35Z [----] followers, [---] engagements

"@inxpensveinvest Bad outlook at Gartner $IT (22% today) is likely dragging S&P Global $SPGI and MSCI $MSCI down in sympathy"
X Link 2026-02-03T15:36Z [----] followers, [---] engagements

"Denke das liegt primr an den miesen Gartner $IT zahlen und zieht $MSCI $SPGI &co als Peer mit runter. Die Anthropic News ist von gestern und soweit ich das sehe ist das neue Update "nur" auf den Legal Bereich bezogen Aber ja das Narrativ "KI frisst Software" gilt weiter 😅 https://www.artificiallawyer.com/2026/02/02/anthropic-moves-into-legal-tech/ https://www.artificiallawyer.com/2026/02/02/anthropic-moves-into-legal-tech/"
X Link 2026-02-03T15:53Z [----] followers, [---] engagements

"New legal plug-ins from Anthropics Claude spark a sell-off across legal software & publishing as AI disruption fears accelerate. $IGV 3.7% $TRI 14.0% $RELX 14.3% $LZ 15.4% Market is repricing the risk that agentic AI eats into legal research publishing and workflow software moats. https://twitter.com/i/web/status/2018717232583565583 https://twitter.com/i/web/status/2018717232583565583"
X Link 2026-02-03T16:04Z [----] followers, [----] engagements

"Software continues to melt down today. Names to put on the watchlist: $NET Cloudflare $CRWD CrowdStrike $PANW Palo Alto Networks $DDOG Datadog $SNOW Snowflake $PLTR Palantir Dragged lower by sector-wide selling but not directly disruption-exposed. These should benefit from the rise of AI agents rather than be hurt by it. New legal plug-ins from Anthropics Claude spark a sell-off across legal software & publishing as AI disruption fears accelerate. $IGV 3.7% $TRI 14.0% $RELX 14.3% $LZ 15.4% Market is repricing the risk that agentic AI eats into legal research publishing and workflow New legal"
X Link 2026-02-03T16:14Z [----] followers, [----] engagements

"📈 Todays Leaders Feb [--] $DVA DaVita +25.6% $USAR USA Rare Earth +17.4% $WWD Woodward +15.6% $UUUU Energy Fuels +14.8% $ALM Almonty Industries +14.3% $NNNN Anbio Biotechnology +13.6% $TER Teradyne +12.4% $TGB Taseko Mines +11.8% $HYMC Hycroft Mining +11.4% $BLTE Belite Bio +11.0% Strength concentrated in materials/mining industrials/aerospace and selective biotech names. https://twitter.com/i/web/status/2018739102997180897 https://twitter.com/i/web/status/2018739102997180897"
X Link 2026-02-03T17:31Z [----] followers, [---] engagements

"$LUMN Lumen Technologies Q4 & FY [----] Earnings Adj. EPS: $0.23 Net Revenue: $3.04B (Est. $3.08B) Adj. EBITDA: $767M (Excl. Special Items) FY26 Outlook: Adj. EBITDA $3.1B $3.3B FY26 FCF Outlook: $1.2B $1.4B Debt Reduction: Reduced total debt by $4.8B via AT&T transaction Q4 revenue slightly missed estimates but Adj. EPS significantly outperformed. Completed AT&T transaction strengthens the balance sheet reducing interest expense by 45% as the company shifts focus toward enterprise AI and network modernization. https://twitter.com/i/web/status/2018793063959728336"
X Link 2026-02-03T21:05Z [----] followers, [---] engagements

"$LITE Lumentum Holdings Q2 Fiscal [----] Earnings Non-GAAP EPS: $1.67 (Est. $1.32) Net Revenue: $665.5M (Est. $644.2M) Non-GAAP Gross Margin: 42.5% (Up [----] bps YoY) Q3 Revenue Outlook: $780M $830M (Est. $720.5M) Q3 Non-GAAP EPS Outlook: $2.15 $2.35 (Est. $1.64) https://twitter.com/i/web/status/2018793226321240122 https://twitter.com/i/web/status/2018793226321240122"
X Link 2026-02-03T21:06Z [----] followers, [---] engagements

"$EA Electronic Arts Q3 FY2026 Earnings Net Bookings: $3.046B Net Revenue: $1.901B (Est. $1.88B) Diluted EPS: $0.35 Operating Cash Flow: $1.826B (Up 55% YoY) Highlights: EA delivered record quarterly net bookings significantly exceeding expectations thanks to the massive success of Battlefield [--] the top-selling shooter of [----]. Strong recurring revenue from EA SPORTS FC and Apex Legends bolstered the result. The company is currently moving toward a $55 billion acquisition by an investor consortium expected to conclude in early [----]. https://twitter.com/i/web/status/2018794175207186704"
X Link 2026-02-03T21:10Z [----] followers, [---] engagements

"$TTWO Take-Two Interactive Q3 FY2026 Earnings Net Bookings: $1.76B (Up 28% YoY; Est. $1.64B) GAAP Net Revenue: $1.70B (Up 25% YoY) GAAP Net Loss: ($92.9M) or ($0.50/share) Recurrent Consumer Spending: Up 23% (76% of total bookings) FY2026 Net Bookings Outlook: Raised to $6.65B $6.70B (Prev. $6.59B) Highlights: Take-Two delivered a "beat and raise" quarter driven by the sustained performance of NBA 2K26 Grand Theft Auto Online and mobile hits from Zynga (Toon Blast Match Factory). Management confirmed the Grand Theft Auto VI launch date for November [--] [----] projecting that Fiscal [----] will see"
X Link 2026-02-03T21:11Z [----] followers, [---] engagements

"$CMG Chipotle Mexican Grill Q4 & Full Year [----] Earnings Revenue (Full Year): $11.9B (Up 5.4% YoY; Est. $2.98B for Q4) Comparable Restaurant Sales: Down 1.7% EPS (Q4 Consensus): $0.24 Stock Repurchases: $2.4B New Openings (2025): [---] company-owned restaurants Highlights: Chipotle introduced its new "Recipe for Growth" strategy focused on improving transaction speed accuracy and operational efficiency. Despite a slight decline in comparable sales the company expanded its footprint significantly and projected [------] new restaurant openings for [----]. Guidance for [----] comparable sales is set at"
X Link 2026-02-03T21:12Z [----] followers, [---] engagements

"$CB Chubb Limited Q4 & Full Year [----] Earnings Net Income (Q4): $3.21B Core Operating Income (Q4): $2.98B Net Premiums Written (Q4): $13.13B (Up 8.9% YoY) P&C Combined Ratio (Q4): 81.2% (Record low) Full Year Net Income: $10.31B Highlights: Chubb reported record results for both the fourth quarter and the full year [----] driven by strong premium growth and excellent underwriting performance. The P&C combined ratio reached historic lows of 81.2% for the quarter and 85.7% for the full year indicating high profitability in its core business. https://twitter.com/i/web/status/2018795348651585747"
X Link 2026-02-03T21:14Z [----] followers, [---] engagements

"$AMD Advanced Micro Devices Q4 & Full Year [----] Earnings Q4 Revenue: $10.3B (Record; Est. $9.65B) Q4 Non-GAAP EPS: $1.53 (Est. $1.32) Data Center Revenue: $5.4B (Record) Full Year [----] Revenue: $34.6B Full Year Non-GAAP EPS: $4.17 Highlights: AMD delivered record performance driven by massive demand for AI accelerators and EPYC server processors. The Data Center segment reached an all-time high of $5.4 billion in the quarter. Results included a $360 million reserve release related to the Instinct MI308 partially offsetting prior charges tied to U.S. export controls."
X Link 2026-02-03T21:16Z [----] followers, 10.9K engagements

"$SMCI earnings still pending"
X Link 2026-02-03T21:17Z [----] followers, [----] engagements

"$AMCR Amcor Q2 FY2026 Earnings Net Sales: $5449M (Up 68% YoY; Est. $5.55B) Adjusted EPS: $0.86 (Up 7% YoY; Est. $0.83) Adjusted EBITDA: $826M (Up 83% YoY) Free Cash Flow: $289M Quarterly Dividend: $0.65 per share Highlights: Amcor reaffirmed its full-year fiscal [----] guidance expecting adjusted EPS of $4.00$4.15 and free cash flow between $1.8B and $1.9B. The significant year-over-year growth in sales and EBITDA is largely attributed to the integration of Berry Global with acquisition synergies tracking at the high end of expectations ($55M realized in Q2). Net debt stood at $14081M following"
X Link 2026-02-03T21:19Z [----] followers, [---] engagements

"$APPS Digital Turbine Q3 FY2026 Earnings Revenue: $151.4M (Up 12% YoY) Non-GAAP EPS: $0.18 (Est. $0.12) Non-GAAP Adjusted EBITDA: $38.8M (Up 76% YoY) GAAP Net Income: $5.1M ($0.03 per share) FY2026 Revenue Guidance: Raised to $553M $558M Highlights: Digital Turbine delivered a significant "beat and raise" quarter highlighted by a 76% surge in Adjusted EBITDA. Growth was driven by improved operational efficiencies and scaling of its mobile advertising and application distribution platforms. Based on strong momentum the company raised its full-year fiscal [----] outlook for both revenue and"
X Link 2026-02-03T21:20Z [----] followers, [---] engagements

"$MDLZ Mondelz International Q4 & Full Year [----] Earnings Full Year Net Revenue: $38.54B (Up 5.8% YoY) Organic Net Revenue: Up 4.3% Adjusted EPS: $2.92 (Down 14.6%) Free Cash Flow: $3.2B Cash Returned to Shareholders: $4.9B Highlights: Mondelz navigated a challenging fiscal year marked by significant headwinds from cocoa costs and ERP implementation expenses. Despite a decline in adjusted EPS organic revenue grew by 4.3% and the company successfully returned nearly $5B to investors. For [----] management provided a cautious outlook projecting organic net revenue between flat and +2% and free"
X Link 2026-02-03T21:22Z [----] followers, [---] engagements

"$DOX Amdocs Limited Q1 FY2026 Earnings Revenue: $1.16B (Up 4.1% YoY; Est. $1.15B) Non-GAAP EPS: $1.81 (Up YoY; Est. $1.76) GAAP Diluted EPS: $1.45 Free Cash Flow: $188M Quarterly Dividend: Increased to $0.569 per share Highlights: Amdocs started fiscal [----] with solid revenue growth and the strategic acquisition of Matrixx for approximately $197 million bolstering its cloud-native billing and monetization capabilities. The company demonstrated strong shareholder returns through $146 million in share repurchases and a dividend hike. Management reiterated its full-year free cash flow guidance"
X Link 2026-02-03T21:23Z [----] followers, [---] engagements

"$SLAB $TXN $TXN $SLAB Texas Instruments reportedly in advanced talks to buy Silicon Laboratories for roughly USD 7bln up 35% after hours 😱😱 https://t.co/5ffpUdizww $TXN $SLAB Texas Instruments reportedly in advanced talks to buy Silicon Laboratories for roughly USD 7bln up 35% after hours 😱😱 https://t.co/5ffpUdizww"
X Link 2026-02-03T21:25Z [----] followers, [---] engagements

"$ABNB Airbnb Citizens upgrades to Market Outperform 📈 PT $160 Current $124 (Upside 29%) Upgrade driven by hotel expansion"
X Link 2026-02-04T08:48Z [----] followers, [---] engagements

"$BG Bunge Q4/FY2025 Results (GAAP EPS down; guides FY26) Q4 GAAP EPS: $0.49 (vs. $4.36 YoY) Q4 adj. EPS: $1.99 (vs. $2.13 YoY) FY GAAP EPS: $4.93 (vs. $7.99 YoY) FY adj. EPS: $7.57 (vs. $9.19 YoY) FY26 adj. EPS guide: $7.50$8.00 Investor Day: March [--] (synergies capital allocation outlook) https://twitter.com/i/web/status/2019003555101769938 https://twitter.com/i/web/status/2019003555101769938"
X Link 2026-02-04T11:02Z [----] followers, [---] engagements

"$SWK Stanley Black & Decker FY2025 Results + CAM Divestiture FY Net Sales: $15.1B (-2% YoY) Q4 Net Sales: $3.7B (-1% YoY) Gross Margin: 30.3% FY 33.2% Q4 EPS (FY): Adj. $4.67 GAAP $2.65 Cash Flow (FY): CFO $971M FCF $688M CAM Divestiture: Definitive agreement to sell CAM business for $1.8B (close expected H1 2026) 💬 Sales declined slightly but margins expanded and cash generation improved; CAM divestiture set to simplify the portfolio. https://twitter.com/i/web/status/2019003638333542874 https://twitter.com/i/web/status/2019003638333542874"
X Link 2026-02-04T11:02Z [----] followers, [---] engagements

"$GEHC GE HealthCare Q4 [----] results Revenue: $5.7B (+7.1% YoY) Organic +4.8% EPS: $1.29 Adj. EPS: $1.44 Adj. EBIT margin: 16.7% (down [---] bps YoY) CFO: $1.0B FCF: $916M FY2025 revenue: $20.6B (+4.8% YoY) Organic +3.5% FY EPS: $4.55 FY Adj. EPS: $4.59 FY CFO: $2.0B FY FCF: $1.5B FY2026 guide: Organic revenue +3% to +4% Adj. EBIT margin 15.8%16.1% FY2026 guide: Adj. EPS $4.95$5.15 FCF $1.7B https://twitter.com/i/web/status/2019008794194244005 https://twitter.com/i/web/status/2019008794194244005"
X Link 2026-02-04T11:23Z [----] followers, [---] engagements

"$BSX Boston Scientific Q4 Earnings Beat Revenue: $5.29B (Est. $5.28B) 🟢 Adj. EPS: $0.80 (Est. $0.78) 🟢 GAAP EPS: $0.45 Net Income: $672M"
X Link 2026-02-04T11:37Z [----] followers, [---] engagements

"$HIMS Hims & Hers launches multi-cancer early detection testing (+5%) Expands into preventive diagnostics beyond core telehealth offerings Connects customers to multi-cancer early detection (MCED) testing Pushes platform further toward proactive longitudinal care rather than episodic treatment https://twitter.com/i/web/status/2019049649215017366 https://twitter.com/i/web/status/2019049649215017366"
X Link 2026-02-04T14:05Z [----] followers, [---] engagements

"$GEHC GE HealthCare BTIG reiterates Buy 📈 PT $91 Current $84 (Upside 8%) Price target raised following Q4 [----] results"
X Link 2026-02-04T18:37Z [----] followers, [---] engagements

"$FORM FormFactor Q4 & FY2025 Earnings Q4 Revenue: $215.2M (+13.6% YoY +6.2% QoQ) FY Revenue: $785.0M (record) Q4 GAAP EPS: $0.29 Q4 Adj. EPS: $0.46 Strategic update: Acquisition of Keystone Photonics announced Analyst Day: May [--] [----] Q126 Outlook: Revenue: $225M $5M GAAP Gross Margin: 34% 1.5% Adj. Gross Margin: 45% 1.5% https://twitter.com/i/web/status/2019154630303969667 https://twitter.com/i/web/status/2019154630303969667"
X Link 2026-02-04T21:02Z [----] followers, [---] engagements

"$SYM Symbotic Q1 FY2026 Earnings + Q2 Guide Revenue: $630M (+29% YoY) Net Income: $13M (vs. -$17M YoY) Adj. EBITDA: $67M (vs. $18M YoY) Cash: $1.8B (+$574M QoQ) incl. $424M from follow-on offering Q2 FY2026 Guide: Revenue: $650M$670M Adj. EBITDA: $70M$75M"
X Link 2026-02-04T21:03Z [----] followers, [---] engagements

"$QCOM Qualcomm Q1 FY2026 Earnings Beat Revenue: $12.25B (Est. $12.16B) 🟢 EPS: $3.50 (Est. $3.40) 🟢 💬 Qualcomm delivered a modest beat on both EPS and revenue with year-over-year growth in topline and earnings"
X Link 2026-02-04T21:03Z [----] followers, [---] engagements

"$GOOGL Alphabet Q4 Earnings Beat Revenue: $113.83B (Est. $111.48B) 🟢 EPS: $2.82 (Est. $2.64) 🟢 YoY: EPS +31% Revenue +18% QoQ: EPS -2% Revenue +11%"
X Link 2026-02-04T21:03Z [----] followers, [---] engagements

"$ARM Arm Holdings Q3 FY2026 Earnings Beat Revenue: $1.24B (Est. $1.23B) 🟢 EPS: $0.43 (Est. $0.41) 🟢 YoY: Revenue +26% EPS +10%"
X Link 2026-02-04T21:06Z [----] followers, [---] engagements

"$COHR Coherent Q2 FY2026 Earnings + Q3 Guide Revenue: $1.69B (+17% YoY; +22% pro forma) GAAP EPS: $0.76 Adj. EPS: $1.29 GAAP Gross Margin: 36.9% Adj. Gross Margin: 39.0% Q3 Revenue Guide: $1.70B$1.84B Q3 Adj. Gross Margin Guide: 38.5%40.5% Demand remains strong in datacenter and communications https://twitter.com/i/web/status/2019155861000585347 https://twitter.com/i/web/status/2019155861000585347"
X Link 2026-02-04T21:07Z [----] followers, [----] engagements

"$FLNC Fluence Energy Q1 FY2026 Results + FY Guidance Reiterated Revenue: $475.2M (+154% YoY) GAAP Gross Margin: 4.9% Adj. Gross Margin: 5.6% Net Loss: $62.6M Adj. EBITDA: -$52.1M Backlog: $5.5B Order Intake: $750M Liquidity: $1.1B FY2026 Guidance (Reiterated): Revenue: $3.2B$3.6B Adj. EBITDA: $40M$60M ARR Target: $180M https://twitter.com/i/web/status/2019156043901895132 https://twitter.com/i/web/status/2019156043901895132"
X Link 2026-02-04T21:08Z [----] followers, 13.4K engagements

"$SNAP Snap Q4 & FY2025 Earnings Profit Pivot Shows Up Q4 Revenue: $1.72B (+10% YoY) Q4 Net Income: $45M (vs $9M YoY) Q4 Adj. EBITDA: $358M (+30% YoY) Q4 Gross Margin: 59% (+2pp YoY) Q4 Free Cash Flow: $206M FY2025 Revenue: $5.93B (+11% YoY) FY Net Loss: -$460M (improving from -$698M) FY Adj. EBITDA: $689M (+36% YoY) FY Free Cash Flow: $437M (2 YoY) Capital Return: $500M share repurchase authorized Cash Position: $2.9B cash & marketable securities Key Themes: Clear shift toward profitable growth Strong momentum in ads performance subscriptions & AR MAUs reached 946M (+6% YoY)"
X Link 2026-02-04T21:10Z [----] followers, [----] engagements

"McKesson Corporation Reports Fiscal [----] Third Quarter Results and Raises Full Year Adjusted EPS Guidance $MCK"
X Link 2026-02-04T21:11Z [----] followers, [---] engagements

"$TTMI TTM Technologies Q4 & FY2025 Earnings Revenue (Q4): $774.3M (+19% YoY) GAAP EPS (Q4): $0.48 Non-GAAP EPS (Q4): $0.70 Adjusted EBITDA (Q4): $126.2M (16.3% margin) Revenue (FY2025): $2.9B (+19% YoY) GAAP EPS (FY): $1.68 Non-GAAP EPS (FY): $2.46 Backlog: A&D program backlog $1.6B Book-to-bill: [----] Mix: Data Center Computing & Networking = 36% of revenue (AI-driven) Guidance: Q126 Revenue: $770M$810M FY26 Revenue Growth: +15% to +20% https://twitter.com/i/web/status/2019157133057749060 https://twitter.com/i/web/status/2019157133057749060"
X Link 2026-02-04T21:12Z [----] followers, [---] engagements

"$CPAY Corpay Q4 [----] Earnings Beat EPS: $6.04 vs $5.94 est. (+1.68% beat) +12.7% YoY Revenue: $1.25B vs $1.23B est. (+1.63% beat) +20.7% YoY"
X Link 2026-02-04T21:13Z [----] followers, [---] engagements

"$MET MetLife Q4 & FY2025 Results Q4 EPS: $1.17 Adj. EPS: $2.49 Q4 Adj. EPS (ex-notables): $2.58 (+24% YoY) Q4 PFOs: $18.7B (+29% YoY) Adj. ex-PRT $12.8B (+8%) Q4 ROE: 12.0% Adj. ROE: 17.6% FY2025 EPS: $4.71 Adj. EPS (ex-notables): $8.89 (+10% YoY) FY PFOs: $57.6B (+10%) Adj. ex-PRT $49.8B (+5%) FY ROE: 12.9% Adj. ROE: 16% BVPS: $39.02 (+14%) Adj. BVPS: $57.07 (+4%) Capital return: $4.4B to shareholders Liquidity: $3.6B holding company cash 💬 Strong adjusted earnings growth record RIS sales and disciplined expense control despite GAAP volatility from market impacts."
X Link 2026-02-04T21:16Z [----] followers, [---] engagements

"$ENS EnerSys Q3 FY2026 Earnings Revenue: $919M (+1% YoY) Gross Margin: 30.1% (26.3% ex IRC 45X) EPS (GAAP): $2.40 (-17% YoY) Adj. EPS: $2.77 (-11% YoY) Adj. EPS ex 45X: $1.84 (+50% YoY) Capital return (Q3): $94M (buybacks + dividends) Net leverage: [---] EBITDA (below target range) Outlook (Q4 FY26): Revenue: $960M$1.0B Adj. EPS: $2.95$3.05 Adj. EPS ex 45X: $1.91$2.01 💬 Margin expansion driven by pricing mix and cost discipline; volume softness persists in Motive Power but underlying earnings power ex tax credits remains strong. https://twitter.com/i/web/status/2019158127363649751"
X Link 2026-02-04T21:16Z [----] followers, [---] engagements

"$MOD Modine Q3 FY2026 Earnings Revenue: $805.0M (+31% YoY) Climate Solutions: +51% YoY Data Center Sales: +78% YoY Adj. EBITDA: $119.6M (+37% YoY) GAAP Net Loss: $(46.8)M EPS: $(0.90) Includes $116.1M non-cash charge (U.S. pension termination) Guidance Raised (FY2026): Net Sales Growth: +20% to +25% Adj. EBITDA: $455M$475M https://twitter.com/i/web/status/2019158361543979398 https://twitter.com/i/web/status/2019158361543979398"
X Link 2026-02-04T21:17Z [----] followers, [---] engagements

"📊 Price Reactions After Todays Earnings Feb [--] $GOOGL Alphabet 2.08% $ARM Arm Holdings 7.66% $QCOM Qualcomm 8.86% $SNAP Snap +5.17% $ELF e.l.f. Beauty +15.47% $COHR Coherent 11.34% $SYM Symbotic +17.06% $TTMI TTM Technologies +3.74% $FLNC Fluence Energy 12.31% $MCK McKesson +1.16% $MOD Modine +4.82% $ALGN Align Technology +8.34% $CPAY Corpay +5.64% $CRNC Cerence 12.15% $ENS EnerSys 4.15% https://twitter.com/i/web/status/2019160173730775294 https://twitter.com/i/web/status/2019160173730775294"
X Link 2026-02-04T21:24Z [----] followers, [---] engagements

"$SNEX StoneX Group Q1 Earnings Beat EPS: $2.50 vs $1.85 est. 🟢 Revenue: $1.44B vs $1.13B est. 🟢"
X Link 2026-02-04T21:31Z [----] followers, [---] engagements

"$NIO NIO Inc. Profit Alert Turns Profitable in Q4 [----] Adj. Operating Profit (non-GAAP): RMB 700M1.2B ( $100M$172M) vs. -RMB 5.54B in Q424 🟢 Operating Profit (GAAP): RMB 200M700M ( $29M$100M) 🟢 Drivers: higher sales volumes improved vehicle margins (product mix) cost & efficiency gains Status: preliminary unaudited; final Q4 & FY2025 results pending https://twitter.com/i/web/status/2019365846548631775 https://twitter.com/i/web/status/2019365846548631775"
X Link 2026-02-05T11:01Z [----] followers, [---] engagements

"$EL Este Lauder Q2 FY2026 Earnings Raises Full-Year Outlook Revenue: $4.23B (+6% YoY) Organic: +4% EPS (GAAP): $0.44 vs. -($1.64) YoY 🟢 Adj. EPS: $0.89 (vs. $0.62) 🟢 Adj. Operating Margin: 14.4% (+290 bps YoY) Operating Income (GAAP): $401M vs. -($580M) YoY Cash Flow (H1 FY26): Operating CF: $785M Free Cash Flow: $581M Dividend: $0.35/share quarterly (payable Mar [--] 2026) FY2026 Outlook (Raised): Organic Sales Growth: 1%3% Adj. Operating Margin: 9.8%10.2% Adj. EPS: $2.05$2.25 💬 Strong margin recovery and profitability turnaround driven by PRGP savings China strength and disciplined"
X Link 2026-02-05T11:03Z [----] followers, [---] engagements

"$XEL Xcel Energy FY2025 Results [----] Guidance Reaffirmed FY2025 EPS (GAAP): $3.42 (vs. $3.44 in 2024) FY2025 EPS (Ongoing): $3.80 (vs. $3.50 in 2024) 🟢 Net Income (FY): $2.02B Key Drivers: higher recovery of infrastructure investments and electric sales growth partly offset by higher interest depreciation and O&M costs [----] Guidance (Reaffirmed): EPS: $4.04$4.16 Capital & Operations Highlights: Continued large-scale grid and generation investments (solar transmission gas conversion) Data center load growth and new strategic partnerships to support long-term demand Ongoing wildfire-related"
X Link 2026-02-05T11:07Z [----] followers, [---] engagements

"$DOCN DigitalOcean Cantor Fitzgerald upgrades Overweight 📈 PT $68 Current $58.50 (Upside 16%) Valuation: 6x C27 EV/Revenue; 30x C27 EV/FCF vs. infra software avg 34x Growth outlook: improving net-new organic ARR; 1820% revenue growth target pulled forward to C26 Catalysts: large customer wins (e.g. Character AI) expanding GPU-led PaaS potential Analyst Day ahead https://twitter.com/i/web/status/2019374903250526458 https://twitter.com/i/web/status/2019374903250526458"
X Link 2026-02-05T11:37Z [----] followers, [---] engagements

"$ENR Energizer Holdings Q1 FY2026 Earnings Net Sales: $778.9M (+6.5% YoY) APS Acquisition Impact: +$64.6M to sales Free Cash Flow: $124.2M (15.9% of sales) Debt Reduction: $100M paid down Adj. Gross Margin: 34.9% (-510 bps YoY) Adj. EPS: $0.31 FY2026 Guidance (Reaffirmed): Adj. EPS: $3.30$3.60 Adj. EBITDA: $580M$610M https://twitter.com/i/web/status/2019381527189070250 https://twitter.com/i/web/status/2019381527189070250"
X Link 2026-02-05T12:04Z [----] followers, [---] engagements

"$ROK Rockwell Automation Q1 FY2026 Earnings EPS: $2.75 vs. $2.48 est. (Beat +10.9%) YoY: +49% Revenue: $2.11B vs. $2.08B est. (Beat +1.4%) YoY: +12%"
X Link 2026-02-05T12:06Z [----] followers, [---] engagements

"$COP ConocoPhillips Q4 [----] Earnings EPS: $1.02 vs. $1.10 est. (Miss -7.3%) YoY: -48.5% Revenue: $14.0B vs. $12.82B est. (Miss -89.1%) YoY: -39.1%"
X Link 2026-02-05T12:06Z [----] followers, [---] engagements

"$BMY Bristol-Myers Squibb Q4 [----] Earnings EPS: $1.26 vs. $1.20 est. (Beat +5.0%) YoY: -24.6% Revenue: $12.50B vs. $12.28B est. (Beat +1.8%) YoY: +1%"
X Link 2026-02-05T12:07Z [----] followers, [---] engagements

"$PSA Public Storage BofA Securities downgrades to Neutral 🔻 PT $310 (from $336) Current $288.5 (Upside 7%) Lack of near-term catalysts for operational improvement Limited rental revenue growth expected in [----] Pricing restrictions tied to Los Angeles wildfires impacting 16.2% of operating income https://twitter.com/i/web/status/2019382648964010206 https://twitter.com/i/web/status/2019382648964010206"
X Link 2026-02-05T12:08Z [----] followers, [---] engagements

"$MCK McKesson Jefferies reiterates Buy 📈 PT $1065 Current $835 (Upside 28%) Company seen as undervalued at current levels Solid quarterly execution supports confidence Growth opportunities in specialty pharma and MSO channels"
X Link 2026-02-05T12:10Z [----] followers, [---] engagements

"$PTON Peloton Q2 FY2026 Earnings Revenue: $657M (-3% YoY) Adjusted EBITDA: $81M (+39% YoY) Paid Connected Fitness Subscriptions: 2.661M (-7% YoY) Gross Margin: 50.5% (+320 bps YoY) GAAP Net Loss: $39M Outlook Update: FY26 Adjusted EBITDA: raised to $450$500M FY26 Free Cash Flow: minimum target $275M https://twitter.com/i/web/status/2019388724195275242 https://twitter.com/i/web/status/2019388724195275242"
X Link 2026-02-05T12:32Z [----] followers, [---] engagements

"$HIMS Short Interest Snapshot Short interest: 72.25M shares Short interest % of float: 35.07% Days to cover: [----] Off-exchange short volume: 4.41M shares Off-exchange short volume ratio: 44.91%"
X Link 2026-02-05T13:53Z [----] followers, [---] engagements

"Todays Leaders Feb [--] $SITM SiTime +20.8% $FORM FormFactor +17.4% $MCK McKesson +16.2% $ENSG Ensign Group +13.7% $RRX Regal Rexnord +11.7% $SIRI Sirius XM +11.1% $IDCC InterDigital +10.6% $ALGN Align Technology +10.2% $CPAY Corpay +10.0% $ITT ITT Inc. +9.7% $CAH Cardinal Health +9.5% $COR Cencora +9.1% $XPO XPO +8.6% $TW Tradeweb +8.5% $HSY Hershey +7.4% https://twitter.com/i/web/status/2019441301662380241 https://twitter.com/i/web/status/2019441301662380241"
X Link 2026-02-05T16:01Z [----] followers, [---] engagements

"$FPS IPO: Forgent Power Solutions started trading today. Currently up +1.2%"
X Link 2026-02-05T19:08Z [----] followers, [---] engagements

"earnings after todays close $AMZN $IREN $RDDT $MSTR $RBLX $BE $CLSK $AFRM $FTNT $DOCS $TEAM $MCHP $GOLD $ARW $ARWR $DLR $MPWR $BILL $BBD $G $RGA $COTY $FLS $GEN $HUBG $ILMN"
X Link 2026-02-05T20:59Z [----] followers, [----] engagements

"$MSTR Strategy Inc. Earnings Miss (Q4 2025) Revenue: $122.99M (Est. $118.47M) 🟢 EPS: -$42.93 (Est. -$20.99) 🔻 YoY EPS: -1316.5% YoY Revenue: +1.9% 💬 Revenue beat expectations but earnings swung sharply lower driven by significant non-operational impacts tied to Bitcoin holdings and valuation effects. https://twitter.com/i/web/status/2019516899474735572 https://twitter.com/i/web/status/2019516899474735572"
X Link 2026-02-05T21:02Z [----] followers, [----] engagements

"$DOCS Doximity Q3 FY2026 Earnings Revenue: $185.1M (+10% YoY) EPS (GAAP): $0.31 (vs. $0.37 YoY) Adj. EPS: $0.46 (vs. $0.45 YoY) Net Income: $61.6M (33% margin) Adj. EBITDA: $111.4M (+9% YoY) 60% margin Guidance Q4 FY26 Revenue: $143144M FY26 Revenue: $642.5643.5M FY26 Adj. EBITDA: $355.5356.5M New $500M share buyback authorized Record engagement; AI products 300k users https://twitter.com/i/web/status/2019517112532734010 https://twitter.com/i/web/status/2019517112532734010"
X Link 2026-02-05T21:02Z [----] followers, [---] engagements

"$IREN IREN Limited Q2 FY2026 Earnings Revenue: $184.7M vs $226.9M est. 🔻 Miss 19% EPS: n/a (Street est. $0.07) YoY Revenue: +54% QoQ Revenue: 23% 💬 Sharp top-line miss overshadows strong YoY growth; sequential slowdown remains the key concern"
X Link 2026-02-05T21:04Z [----] followers, [----] engagements

"$TEAM Atlassian Q2 FY2026 Earnings Beat Revenue: $1.59B (+23% YoY) Cloud Revenue: $1.07B (+26% YoY) Non-GAAP EPS: $1.22 (vs $0.96 YoY) Non-GAAP Op Margin: 27% RPO: $3.81B (+44% YoY) Q3 FY26 Guide (Revenue): $1.69B$1.70B FY26 Guide (Revenue Growth): 22% YoY 💬 First-ever $1B cloud revenue quarter; strong enterprise momentum and durable backlog growth. https://twitter.com/i/web/status/2019517758979833896 https://twitter.com/i/web/status/2019517758979833896"
X Link 2026-02-05T21:05Z [----] followers, [----] engagements

"$BILL BILL Q2 FY2026 Earnings Revenue: $414.7M (+14% YoY) Core Revenue: $375.1M (+17% YoY) Non-GAAP EPS: $0.64 (vs $0.56 YoY) Non-GAAP Op Income: $74.1M (+18% YoY) TPV: $95B (+13% YoY) Transactions: 35M (+16% YoY) Guidance: Q3 FY26 Rev: $397.5$407.5M FY26 Rev: $1.63$1.65B FY26 Non-GAAP EPS: $2.33$2.41 https://twitter.com/i/web/status/2019518054053396846 https://twitter.com/i/web/status/2019518054053396846"
X Link 2026-02-05T21:06Z [----] followers, [---] engagements

"$RBLX Roblox Earnings Beat Revenue: $2.22B (Est. $2.09B) 🟢 EPS: -$0.45 (Est. -$0.49) 🟢 Revenue +63% YoY +16% QoQ EPS -36% YoY -22% QoQ 💬 Roblox delivered a top- and bottom-line beat with strong revenue growth offset by continued earnings pressure"
X Link 2026-02-05T21:09Z [----] followers, [---] engagements

"$DLR Digital Realty Q4 [----] Earnings Revenue: $1.6B (+14% YoY) EPS: $0.24 FFO: $1.89 Core FFO: $1.86 Bookings: $400M (100% share) Backlog: $817M (DLR share) [----] Outlook: Core FFO: $7.90$8.00 Revenue: $6.6B$6.7B Balance Sheet: Total debt $18.4B Net debt / adj. EBITDA: 4.9x Net development CapEx (2026): $3.25B$3.75B (net of partner contributions) 💬 Strong topline growth solid bookings momentum and clear [----] visibility as AI-driven data center demand remains robust. https://twitter.com/i/web/status/2019519309265928225 https://twitter.com/i/web/status/2019519309265928225"
X Link 2026-02-05T21:11Z [----] followers, [---] engagements

"$MPWR Monolithic Power Systems Q4 & FY2025 Earnings Q4 Revenue: $751.2M (+20.8% YoY) FY2025 Revenue: $2.79B (+26.4% YoY) GAAP Gross Margin: 55.2% Dividend: Quarterly dividend raised $1.56 $2.00 (payable Apr [--] 2026) Q1 [----] Guidance: Revenue: $770M$790M GAAP GM: 54.9%55.5% Non-GAAP tax rate (FY26): 15% https://twitter.com/i/web/status/2019519444226072659 https://twitter.com/i/web/status/2019519444226072659"
X Link 2026-02-05T21:12Z [----] followers, [---] engagements

"Affirm and Wayfair expand partnership to the UK and Canada $AFRM $W"
X Link 2026-02-05T21:16Z [----] followers, [---] engagements

"$MCHP Microchip Technology Q3 FY2026 results (Beat; margins expanding) Revenue: $1.186B (guidance $1.185B) (+4% QoQ +15.6% YoY) Non-GAAP EPS: $0.44 (prior guide $0.40) GAAP EPS: $0.06 (prior guide $0.02) Non-GAAP gross margin: 60.5% (GAAP 59.6%) Q4 (Mar) revenue guide: $1.260B midpoint (+6.2% QoQ +29.8% YoY) Dividend: $0.455/share declared (paid Mar 10; record Feb 23) Capex: paused; FY26 $100M (selective adds only) 💬 Management cites inventory reduction progress stronger starting backlog and continued push toward 65% long-term gross margin target."
X Link 2026-02-05T21:17Z [----] followers, [---] engagements

"$COUR Coursera Beats Revenue EPS In-Line Revenue: $196.9M (Est. $191.8M) 🟢 EPS: $0.06 (Est. $0.06) ⚪ 💬 Revenue growth offset by lower YoY EPS results largely driven by topline strength"
X Link 2026-02-05T21:18Z [----] followers, [---] engagements

"$PI Impinj Q4 [----] Results; Guides Weak Q1 [----] Revenue: $92.8M EPS (Non-GAAP): $0.50 Gross Margin (Non-GAAP): 54.5% Adjusted EBITDA: $16.4M FY2025 Revenue: $361.1M FY2025 EPS (Non-GAAP): $2.11 FY2025 Adjusted EBITDA: $69.6M Guidance (Q1 2026): Revenue: $71.0M$74.0M EPS (Non-GAAP): $0.08$0.13 Adjusted EBITDA: $1.2M$2.7M 💬 Strong FY execution but Q1 [----] outlook implies a sharp sequential slowdown. https://twitter.com/i/web/status/2019521126192566604 https://twitter.com/i/web/status/2019521126192566604"
X Link 2026-02-05T21:18Z [----] followers, [---] engagements

"$AFRM Affirm Earnings Beat Revenue: $1.123B (Est. $1.06B) 🟢 EPS: $0.37 (Est. $0.27) 🟢 YoY: EPS +61% Revenue +30% 💬 Affirm delivered a strong double beat on both earnings and revenue with solid year-over-year growth"
X Link 2026-02-05T21:20Z [----] followers, [---] engagements

"$BE Bloom Energy FY2025 Record Revenue; Strong FY2026 Outlook Revenue: $2.02B (+37% YoY) EPS (Non-GAAP): $0.76 (FY) Gross Margin (Non-GAAP): 30.3% Operating Income (Non-GAAP): $221.0M Free Cash Flow: Positive (2nd consecutive year) Q4 Revenue: $777.7M (+36% YoY) Q4 EPS (Non-GAAP): $0.45 Guidance (FY2026): Revenue: $3.1B$3.3B Non-GAAP EPS: $1.33$1.48 Non-GAAP Operating Income: $425M$475M 💬 Record FY revenue driven by AI data center demand; outlook implies strong acceleration in [----]. https://twitter.com/i/web/status/2019521729866133667 https://twitter.com/i/web/status/2019521729866133667"
X Link 2026-02-05T21:21Z [----] followers, [----] engagements

"📉📈 Price Reaction After Earnings Feb [--] $AMZN Amazon 7.3% $IREN IREN 10.6% $RDDT Reddit 0.05% $MSTR Strategy 0.36% $RBLX Roblox +18% $BE Bloom Energy +8.2% $CLSK CleanSpark 8.2% $AFRM Affirm 4.25% $FTNT Fortinet +8.45% $DOCS Doximity 31% $TEAM Atlassian 7.6% $MCHP Microchip Technology 4.73% $DLR Digital Realty 0.16% $MPWR Monolithic Power Systems +0.18% $BILL Bill +14.8% $MOH Molina Healthcare 30% $ILMN Illumina 4.85% https://twitter.com/i/web/status/2019523685607174435 https://twitter.com/i/web/status/2019523685607174435"
X Link 2026-02-05T21:29Z [----] followers, [----] engagements

"$EHC Encompass Health Q4 [----] Results; [----] Guidance Issued Revenue: $1.545B (+9.9% YoY) EPS (Adjusted): $1.46 Adjusted EBITDA: $335.6M Guidance (FY2026): Revenue: $6.37B$6.47B EPS (Adjusted): $5.81$6.10 Adjusted EBITDA: $1.34B$1.38B 💬 Solid Q4 execution and capacity expansion with steady growth outlook for [----]. https://twitter.com/i/web/status/2019528236535840972 https://twitter.com/i/web/status/2019528236535840972"
X Link 2026-02-05T21:47Z [----] followers, [---] engagements

"MOLINA HEALTHCARE A MICHAEL BURRY LONG DOWN OVER 30% AFTER EARNINGS $MOH"
X Link 2026-02-05T21:49Z [----] followers, [---] engagements

"$ROKU Oppenheimer upgrades to Outperform 📈 PT $105 Current $88 (Upside 19%) Catalysts: Amazon DSP partnership rising ad demand tied to the Winter Olympics"
X Link 2026-02-06T09:46Z [----] followers, [---] engagements

"$AFRM Affirm Citizens reiterates Market Outperform 📈 PT $105 Current $60.5 (Upside 74%) Strong FQ2 GMV and earnings beats; BNPL secular tailwinds support growth Selloff seen as entry opportunity despite broader tech weakness"
X Link 2026-02-06T10:34Z [----] followers, [---] engagements

"$CNC Centene FY25 Results & FY26 Guidance FY25: GAAP EPS $13.53 (incl. $6.7B goodwill impairment); Adj. EPS $2.08; Revenue $174.6B FY26 guide: Adj. EPS $3.00; GAAP EPS $1.98; Revenue $170174B; HBR 90.991.7%"
X Link 2026-02-06T11:01Z [----] followers, [---] engagements

"$CG The Carlyle Group Q4 Results Distributable EPS: $1.01 (post-tax) Revenue: $1.90B FRE: $290M AUM: $477B (Dec [--] 2025) Inflows: $9.2B Dividend: $0.35 per share"
X Link 2026-02-06T11:10Z [----] followers, [---] engagements

"$BIIB Biogen Q4 Results & FY26 Outlook Q4: Adj. EPS $1.99 (vs. $1.59); Revenue $2.28B (vs. $2.20B); Leqembi sales $134M FY26 guide: Adj. EPS $15.25$16.25 (vs. $14.92 est.); Revenue seen down mid-single digits YoY"
X Link 2026-02-06T11:10Z [----] followers, [---] engagements

"$SNAP Snap Raymond James reiterates Outperform 📈 PT $10 Current $5.25 (Upside 90%) Earnings beat on revenue (+10% YoY) and EBITDA; focus shifting to profitable growth $SNAP Benchmark reiterates Hold PT: n/a Current $5.25 First GAAP profit but sharp NA DAU decline offsets ARPU gains https://twitter.com/i/web/status/2019731358495453600 https://twitter.com/i/web/status/2019731358495453600"
X Link 2026-02-06T11:14Z [----] followers, [---] engagements

"$UAA jumps premarket after Q3 earnings beat and FY26 outlook raise Q3 EPS: $0.09 vs. $(0.02) est.; Revenue: $1.327B vs. $1.313B est. FY26 adj. EPS guide: $0.10$0.11 (vs. $0.05 est.) Note: GAAP losses now expected to be wider than anticipated"
X Link 2026-02-06T12:57Z [----] followers, [---] engagements

"Todays Leaders Feb [--] Risk-on rebound driven by AI crypto miners and high-beta tech with aggressive short-covering and momentum flows pushing sharp upside across the tape. $BILL Bill Holdings +32.23% $LUMN Lumen +23.47% $MSTR Strategy +23.39% $MARA Marathon +22.90% $APLD Applied Digital +22.23% $CLSK CleanSpark +21.15% $QUBT Quantum Computing +19.65% $GLXY Galaxy Digital +19.30% $CRWV CoreWeave +19.11% $WULF TeraWulf +19.10% $ROIV Roivant +18.73% $QBTS D-Wave +18.26% $ALAB Astera Labs +17.27% $LUNR Intuitive Machines +17.17% $BBAI BigBear +17.00% $BMNR Bitmine Immersion +16.95% $RIOT Riot"
X Link 2026-02-06T17:47Z [----] followers, [---] engagements

"Donald Trump on Truth Social Claims record stock market and national security driven by tariffs Predicts Dow [------] by the end of his term Says the Supreme Court should be watching"
X Link 2026-02-07T02:55Z [----] followers, [---] engagements

"Weekend Markets Update Feb [--] $NIKKEI [-----] +1.09% $DAX [-----] +0.15% $DJI [-----] +0.08% $NDX [-----] +0.38% $FTSE [-----] +0.08% $HSI [-----] +0.00% $USDJPY [------] +0.35% $EURUSD [------] +0.04% $GOLD [----] +0.56% $SILVER [-----] +1.00% $USOIL [-----] 0.45% Crypto Update $BTC [--------] +1.67% $ETH [-------] +0.44% $ADA [------] 0.26% $BCH [------] 2.35% $EOS [------] 1.28% $LTC [-----] 0.49% $XLM [------] +0.87% $DOGE [------] 0.92% $UNI [------] 1.33% $LINK [------] 0.43% $DOT [------] 1.02% $SOL [-------] 0.93% $AVAX [------] 0.54% $NEO [-----] 0.67% https://twitter.com/i/web/status/2020460677802934525"
X Link 2026-02-08T11:32Z [----] followers, [---] engagements

"EssilorLuxottica Bernstein SocGen initiates Market-Perform PT [---] Warns of material risk from the smart-glasses shift despite premium eyewear leadership Tech giants Google Apple Alibaba could pressure margins via lower-margin models and revenue sharing"
X Link 2026-02-08T11:53Z [----] followers, [---] engagements

"Jefferies & BMO on Q4 earnings kickoff E-commerce sends mixed signals Carvana and Pattern Group expected to deliver revenue growth eBay faces growth risk as demand for Pokmon cards cools Amazon Web Services shows growth acceleration but analysts stay cautious on [----] amid weakening consumer confidence https://twitter.com/i/web/status/2020465961413800357 https://twitter.com/i/web/status/2020465961413800357"
X Link 2026-02-08T11:53Z [----] followers, [---] engagements

"Bernstein on defensives amid USD weakness ExxonMobil seen as attractive inflation hedge with dividends vs. gold Outperform PT $159 Chevron also favored in a weaker dollar environment Market Perform PT $194 Bernstein analyst Bob Brackett argues defensive oil majors benefit from USD depreciation offer cash yields and retain inflation protection supporting further upside. https://twitter.com/i/web/status/2020466030284329296 https://twitter.com/i/web/status/2020466030284329296"
X Link 2026-02-08T11:53Z [----] followers, [---] engagements

"Nasdaq [---] Weekly Winners & Losers Performance (Feb 26) Index 1.9% Negative index performance with pronounced dispersion: defensive and hardware-linked names outperformed while software fintech and data-driven models saw heavy drawdowns. 🔝 Top Performers of the Week $ARM Arm Holdings ADR +17.41% $ODFL Old Dominion Freight Line +16.90% $WDC Western Digital +12.93% $AMGN Amgen +12.41% $CHTR Charter Communications +12.14% $PEP PepsiCo +10.97% $WMT Walmart +10.11% $FAST Fastenal +10.08% $MPWR Monolithic Power Systems +9.40% $INTC Intel +8.87% 🔻 Worst Performers of the Week $PYPL PayPal Holdings"
X Link 2026-02-08T14:20Z [----] followers, [---] engagements

"📊 WHAT MATTERS IN THE COMING WEEK Events & Catalysts (Feb [---] 2026) 🕒 All times in ET Focus is on key U.S. macro data (Retail Sales labor market CPI) a dense earnings slate across tech consumer and industrials plus multiple investor events and conferences. Options markets are pricing elevated volatility in several names. 📅 Monday Feb [--] Volatility watch: $APP $BE RSI Overbought: $TCGL $PKST $FECCF RSI Oversold: $YEXT $GRND $PYPL Crypto volatility: $MSTR $MARA $RIOT $HUT Earnings: $APO $ON $L IPO watch: $AGBK $APC $CLRS Lock-up expiry: $BLSH $NSRX $MAGH Dividend watch (upcoming ex-dates):"
X Link 2026-02-08T15:32Z [----] followers, [---] engagements

"$NVO +5.0% $HIMS -6.3% in low volume Sunday trading"
X Link 2026-02-08T18:53Z [----] followers, [---] engagements

"@UvyatM German exchange that offers weekend trading Low volume though but can be seen as an indicator https://www.ls-tc.de/en/stock/1524426 https://www.ls-tc.de/en/stock/1524426"
X Link 2026-02-08T19:21Z [----] followers, [--] engagements

"Overnight Movers Feb [--] Top Gainers $TPR Tapestry +6.34% $DT Dynatrace +5.96% $ORLA Orla Mining +4.17% $CDE Coeur Mining +3.99% $IMNM Immunome +3.90% Top Losers $HIMS Hims & Hers 16.31% $HMC Honda Motor 3.90% $MTDR Matador Resources 3.71% $CVE Cenovus Energy 3.65% $LI Li Auto 3.43% https://twitter.com/i/web/status/2020755378636537900 https://twitter.com/i/web/status/2020755378636537900"
X Link 2026-02-09T07:03Z [----] followers, [---] engagements

"📅 Monday Feb [--] [----] ☕ Morning Briefing 🕒 All times in ET 🔎 Daily Overview: New trading week kicks off after a volatile rebound into the close last week. Focus shifts to earnings-heavy tape postSuper Bowl sector reactions and positioning in crypto-linked equities. With key macro data later in the week today is about stock-specific moves volatility pockets and flow-driven setups. 📊 Economic Data / Macro: No market-moving top-tier data scheduled 💰 Earnings Pre-Market: $CLF Cleveland-Cliffs 6:00 AM $CNA CNA Financial 6:00 AM $EPC Edgewell Personal Care 6:00 AM $L Loews 6:00 AM $APO Apollo"
X Link 2026-02-09T07:11Z [----] followers, [---] engagements

"IndiaUS trade deal: tariff relief for Harley none for Tesla $HOG Harley-Davidson gets tariff-free access as India eliminates import duties on Harley bikes $TSLA Tesla gets no tariff reprieve under the agreement Deal implies selective market access favoring legacy imports over EVs https://twitter.com/i/web/status/2020766075265130519 https://twitter.com/i/web/status/2020766075265130519"
X Link 2026-02-09T07:45Z [----] followers, [---] engagements

"$ORLY O'Reilly Automotive Evercore initiates Outperform 📈 PT $110 Current $93.9 (Upside 17%) Recent pullback seen as attractive entry point Despite Q4 EPS miss and higher SG&A expects high-single-digit revenue and double-digit earnings growth Defensive business model supports downside protection https://twitter.com/i/web/status/2020775082377789477 https://twitter.com/i/web/status/2020775082377789477"
X Link 2026-02-09T08:21Z [----] followers, [---] engagements

"$ALGN Align Technology HSBC upgrades to Buy 📈 PT $200 (from $150) Current $190 (Upside 5%) Upgrade driven by direct 3D printing rollout in [----] seen as long-term margin lever Adult aligner volumes accelerating; Q4 shipments +8% YoY Despite ASP pressure and macro sensitivity EPS CAGR 89% expected over next [--] years https://twitter.com/i/web/status/2020775845502079112 https://twitter.com/i/web/status/2020775845502079112"
X Link 2026-02-09T08:24Z [----] followers, [---] engagements

"$CIFR Cipher Mining Morgan Stanley initiates Overweight 📈 PT $38 Current $14.8 (Upside 157%) Valuation framed as infrastructure asset not pure crypto Data centers seen as REIT-like endgame with contracted cash flows Potential appeal to long-term infrastructure investors over BTC traders https://twitter.com/i/web/status/2020776103053336900 https://twitter.com/i/web/status/2020776103053336900"
X Link 2026-02-09T08:25Z [----] followers, [---] engagements

"$MARA MARA Holdings Morgan Stanley initiates Underweight 🔻 PT $8 Current $8.2 (Downside 3%) Limited upside from BTCdata center pivot due to hybrid strategy and BTC price exposure Valued primarily as a bitcoin miner using [--] P/E; mining economics seen as structurally weak Concerns over ROIC and limited DC hosting track record constrain re-rating potential https://twitter.com/i/web/status/2020776691350593784 https://twitter.com/i/web/status/2020776691350593784"
X Link 2026-02-09T08:28Z [----] followers, [---] engagements

"$RBLX Roblox Roth/MKM upgrades to Buy 📈 PT $84 (from $78) Current $67.8 (Upside 24%) Upgrade driven by strong [----] bookings guide; 20% bookings CAGR outlook Platform flywheel seen as durable; improving creator tools drive engagement Valuation more attractive despite lack of near-term profitability https://twitter.com/i/web/status/2020776933861056543 https://twitter.com/i/web/status/2020776933861056543"
X Link 2026-02-09T08:28Z [----] followers, [---] engagements

"Anthropic is finalizing a funding round expected to raise $20B at a $350B valuation up from the initially targeted $10B driven by strong excess investor demand"
X Link 2026-02-09T08:54Z [----] followers, [---] engagements

"Adyen $UBER Uber expand global payments partnership Partnership extended across new markets incl. UAE Hong Kong Caribbean; local acquiring in Japan Mexico New Zealand Australia New payment methods added: Pix AfterPay WeChat Pay Launch of Uber kiosks powered by Adyen terminals starting at LaGuardia Airport Terminal C https://twitter.com/i/web/status/2020798167701143773 https://twitter.com/i/web/status/2020798167701143773"
X Link 2026-02-09T09:53Z [----] followers, [---] engagements

"$KR $WMT Kroger shares jump on CEO news Kroger to name former Walmart U.S. chief Greg Foran as CEO Move seen as a positive leadership reset after a prolonged CEO search $KR +6.8% pre-market"
X Link 2026-02-09T10:43Z [----] followers, [---] engagements

"Taiwan says 40% shift of chip capacity to US is 'impossible' $TSM $INTC"
X Link 2026-02-09T10:46Z [----] followers, [---] engagements

"$AMZN $STM partnership expanded on AWS semiconductor deal Multi-billion semiconductor order to support AWS cloud infrastructure STMicro issues warrants for up to 24.8M shares to AWS linked to product purchases Structure ties equity upside directly to AWS demand growth $STM +2.95% pre-market https://twitter.com/i/web/status/2020813042779312484 https://twitter.com/i/web/status/2020813042779312484"
X Link 2026-02-09T10:52Z [----] followers, [---] engagements

"$CLF Cleveland-Cliffs Q4 & FY2025 Earnings (Miss) Revenue (Q4): $4.3B (flat YoY) Adj. EPS (Q4): $0.43 (loss) Adj. EBITDA (Q4): $21M (vs. $81M YoY) FY2025 Revenue: $18.6B (vs. $19.2B FY2024) FY2025 Adj. EBITDA: $37M (vs. $773M FY2024) Liquidity: $3.3B Outlook [----] Steel shipments: 16.517.0 Mt Unit cost reduction: $10/ton vs. [----] Capex: $700M SG&A: $575M 💬 Weak [----] driven by soft auto demand expiring slab contract and Canada pressures; management expects meaningful improvement in [----] amid better trade dynamics and signed multi-year auto contracts."
X Link 2026-02-09T11:03Z [----] followers, [---] engagements

"$L Loews Corporation Q4 & FY2025 earnings Q4 net income: $402M ($1.94/sh) FY2025 net income: $1.67B ($7.97/sh) Book value/sh: $90.71 (ex-AOCI $95.89) Capital return: $782M buybacks (8.9M shares in 2025) Balance sheet: $3.9B cash & investments vs. $1.8B debt Delaware Supreme Court ruling remands certain Boardwalk claims for further Chancery proceedings https://twitter.com/i/web/status/2020815967475970399 https://twitter.com/i/web/status/2020815967475970399"
X Link 2026-02-09T11:04Z [----] followers, [---] engagements

"$DT Dynatrace Q3 earnings Adj. EPS (Q3): $0.44 vs $0.41 est. GAAP EPS (Q3): $0.13 Revenue (Q3): $515M vs $505.8M est. ARR (Q3): $1.972B Operating income (Q3): $73M Adj. operating income (Q3): $153M"
X Link 2026-02-09T11:38Z [----] followers, [---] engagements

"Weakest Bitcoin bear case in history: Bernstein reiterates $150000 $BTC target for 2026"
X Link 2026-02-09T11:39Z [----] followers, [---] engagements

"$MCHP Microchip Technology Announces Proposed Private Offeringof $600 Million of Convertible Senior Notes [----] pre-market"
X Link 2026-02-09T11:49Z [----] followers, [---] engagements

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