#  @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 $4.6 billion NPV. ### Engagements: [------] [#](/creator/twitter::1941151648589434880/interactions)  ### Mentions: [---] [#](/creator/twitter::1941151648589434880/posts_active)  ### Followers: [-----] [#](/creator/twitter::1941151648589434880/followers)  ### CreatorRank: [-------] [#](/creator/twitter::1941151648589434880/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 75.86% [finance](/list/finance) 35.9% [technology brands](/list/technology-brands) 22.92% [cryptocurrencies](/list/cryptocurrencies) 16.23% [countries](/list/countries) 4.87% [automotive brands](/list/automotive-brands) 4.46% [exchanges](/list/exchanges) #5251 [financial services](/list/financial-services) #1639 [social networks](/list/social-networks) 1.42% [luxury brands](/list/luxury-brands) 1.42% **Social topic influence** [revenue](/topic/revenue) #182, [strong](/topic/strong) #3029, [q4](/topic/q4) #103, [cash flow](/topic/cash-flow) #92, [flow](/topic/flow) #1598, [ai](/topic/ai) 9.13%, [growth](/topic/growth) #1921, [dividend](/topic/dividend) #236, [eps](/topic/eps) #71, [health](/topic/health) 3.65% **Top accounts mentioned or mentioned by** [@financejack44](/creator/undefined) [@inxpensveinvest](/creator/undefined) [@chain_alphax](/creator/undefined) [@yoyoyeah_](/creator/undefined) [@thetruebluedog](/creator/undefined) [@kh2014000](/creator/undefined) [@cobratruco](/creator/undefined) [@mark_to_mkt](/creator/undefined) [@trade_velocity](/creator/undefined) [@grok](/creator/undefined) [@thekanakanative](/creator/undefined) [@vsia21651](/creator/undefined) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Morgan Stanley (MS)](/topic/morgan-stanley) [Goldman Sachs (GS)](/topic/goldman-sachs) [Cloudflare, Inc. (NET)](/topic/$net) [S&P Global Inc (SPGI)](/topic/$spgi) [AppLovin Corporation (APP)](/topic/$app) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Anbio Biotechnology (NNNN)](/topic/$nnnn) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [Lyft, Inc. Class A Common Stock (LYFT)](/topic/$lyft) [ZIM Integrated Shipping Services Ltd. (ZIM)](/topic/$zim) [Coeur Mining, Inc. (CDE)](/topic/$cde) [Western Digital Corp (WDC)](/topic/$wdc) [Hinge Health, Inc. (HNGE)](/topic/$hnge) [Sandisk Corporation (SNDK)](/topic/$sndk) [Microchip Technology Inc. (MCHP)](/topic/$mchp) [Unity Software Inc. (U)](/topic/$u) [Datadog Inc (DDOG)](/topic/$ddog) [Applied Digital Corp. (APLD)](/topic/$apld) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Micron Technology, Inc. (MU)](/topic/$mu) [Moderna Inc (MRNA)](/topic/$mrna) [Shopify Inc (SHOP)](/topic/$shop) [QuantumScape Corporation (QS)](/topic/$qs) [Carvana Co. (CVNA)](/topic/$cvna) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Roblox Corp. (RBLX)](/topic/$rblx) [Ramaco Resources, Inc. Common Stock (METC)](/topic/$metc) [Enphase Energy Inc (ENPH)](/topic/$enph) [Tesla, Inc. (TSLA)](/topic/tesla) [Gartner Inc (IT)](/topic/$it) [Fluence Energy, Inc. (FLNC)](/topic/$flnc) [Cipher Mining Inc. Common Stock (CIFR)](/topic/cipher-mining) [Strategy (MSTR)](/topic/$mstr) [Bloom Energy Corporation (BE)](/topic/$be) [Affirm Holdings, Inc. (AFRM)](/topic/$afrm) ### Top Social Posts Top posts by engagements in the last [--] hours "$THC Tenet Strong Q4; Raises EBITDA Outlook for [----] Revenue (Q4): $5.53B (vs. $5.07B YoY) Net Income (Q4): $371M EPS (Q4): $4.22 (vs. $3.32 YoY) Adj. EPS (Q4): $4.70 (vs. $3.44 YoY) 🟢 Adj. EBITDA (Q4): $1.183B (+12.9% YoY) Adj. EBITDA Margin (Q4): 21.4% FY25 Adj. EBITDA: $4.566B (vs. $3.995B YoY) FY25 Adj. EPS: $16.78 (vs. $11.88 YoY) Guidance (FY26): Revenue: $21.5B$22.3B Adj. EBITDA: $4.485B$4.785B Adj. EPS: $16.19$18.47 Free Cash Flow: $2.94B$3.29B 💬 Tenet delivered double-digit EBITDA growth in Q4 driven by strong ambulatory and hospital performance and expects continued margin" [X Link](https://x.com/allday_stocks/status/2021553492523929670) 2026-02-11T11:54Z [----] followers, [---] engagements "$HALO Halozyme Full-Year Revenue $1.397B Reiterates [----] Guidance Revenue: $1.397B Net Income: $316.9M (includes $284.9M acquired IPR&D) Royalties: $867.8M (+52% YoY) Cash & Equivalents: $145.4M Guidance (2026): Revenue $1.71$1.81B; Adj. EBITDA $1.125$1.205B; Non-GAAP EPS $7.75$8.25 💬 Reported record full-year revenue driven by royalty growth and reiterated strong [----] outlook. https://twitter.com/i/web/status/2023865588326813955 https://twitter.com/i/web/status/2023865588326813955" [X Link](https://x.com/allday_stocks/status/2023865588326813955) 2026-02-17T21:02Z [----] followers, [---] engagements "📊 OVERNIGHT MOVERS February [--] [----] 🔼 Top [--] Gainers $RSI Rush Street Interactive +19.60% $BELFA Bel Fuse +14.79% $CE Celanese +8.53% $SSRM SSR Mining +7.53% $HALO Halozyme +7.22% 🔻 Top [--] Losers $ACLS Axcelis -9.31% $VECO Veeco -8.73% $APLD Applied Digital -8.40% $PANW Palo Alto Networks -7.42% $MKSI MKS Instruments -6.49% https://twitter.com/i/web/status/2024027467627782454 https://twitter.com/i/web/status/2024027467627782454" [X Link](https://x.com/allday_stocks/status/2024027467627782454) 2026-02-18T07:45Z [----] followers, [---] engagements "$UBER Uber Guggenheim reiterates Buy cuts PT 📈 PT $125 Current $71.2 (Upside 76%) Sees attractive risk/reward after YTD underperformance Cites durable long-term growth outlook Highlights buyback upside; weakness tied to AV sentiment" [X Link](https://x.com/allday_stocks/status/2024095725005549878) 2026-02-18T12:16Z [----] 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% $HSY Hershey +7.4% https://twitter.com/i/web/status/2019441301662380241 https://twitter.com/i/web/status/2019441301662380241" [X Link](https://x.com/allday_stocks/status/2019441301662380241) 2026-02-05T16:01Z [----] followers, [---] engagements "$ALGN Align Technology HSBC upgrades to Buy 📈 PT $200 (from $150) Current $190 (Upside 5%) Upgrade driven by direct 3D printing rollout in [----] seen as long-term margin lever Adult aligner volumes accelerating; Q4 shipments +8% YoY Despite ASP pressure and macro sensitivity EPS CAGR 89% expected over next [--] years https://twitter.com/i/web/status/2020775845502079112 https://twitter.com/i/web/status/2020775845502079112" [X Link](https://x.com/allday_stocks/status/2020775845502079112) 2026-02-09T08:24Z [----] followers, [---] engagements "$RDDT Reddit Citizens maintains Market Outperform reiterates PT 📈 PT $300 Current $141.5 (Upside 112%) Q4 ad revenue +75% YoY; strong overall revenue growth trajectory Cites catalysts incl. Reddit Answers rollout Reddit Max adoption shopping ads AI licensing renewal Notes 2027E FCF/EV yield 6.6% (15.3x) and ongoing share buybacks https://twitter.com/i/web/status/2024075613036810372 https://twitter.com/i/web/status/2024075613036810372" [X Link](https://x.com/allday_stocks/status/2024075613036810372) 2026-02-18T10:56Z [----] followers, [---] engagements "$PSNY Polestar launches largest model offensive in its history Four new models planned over the next three years: Polestar [--] (summer [----] deliveries) new Polestar [--] variant (Q4 [----] deliveries) next-gen Polestar [--] (early 2027) Polestar [--] compact SUV (2028) [----] outlook: low double-digit retail volume growth; retail network expansion 30% Financial guidance to be provided with FY2025 results release" [X Link](https://x.com/allday_stocks/status/2024078119976546647) 2026-02-18T11:06Z [----] followers, [---] engagements "$EBAY eBay Q4 & FY [----] Results Q4 revenue: $3.0B (+15% reported +13% FX-neutral) Q4 GMV: $21.2B (+10%) Q4 GAAP diluted EPS (cont. ops): $1.14 Q4 non-GAAP EPS: $1.41 Capital return (Q4): $756M to stockholders Dividend: $0.31 quarterly Buyback: +$2.0B incremental repurchase authorization M&A: to acquire Depop for $1.2B; expected close Q2 [----] (subject to approvals) https://twitter.com/i/web/status/2024229724629705143 https://twitter.com/i/web/status/2024229724629705143" [X Link](https://x.com/allday_stocks/status/2024229724629705143) 2026-02-18T21:09Z [----] followers, [---] engagements "$WY Weyerhaeuser Q4 Earnings Beat; Provides Q1 Outlook Revenue: $1.54B (Est. $1.57B) 🔻 EPS: ($0.09) (Est. ($0.13)) 🟢 Guidance: Q1 [----] EBITDA and earnings before special items expected slightly higher Q/Q; higher lumber volumes lower costs; distribution results higher Q/Q 💬 Weyerhaeuser beat EPS expectations despite a modest revenue miss and guided to sequential improvement in Q1. https://twitter.com/i/web/status/2016985900115239068 https://twitter.com/i/web/status/2016985900115239068" [X Link](https://x.com/allday_stocks/status/2016985900115239068) 2026-01-29T21:24Z [----] followers, [---] engagements "$CDNS Cadence Q4 Beat Guides FY26 Above Street Revenue: $1.440B (Est. $1.42B) 🟢 EPS (Non-GAAP): $1.99 (Est. $1.91) 🟢 Non-GAAP Operating Margin: 45.8% FY25 Revenue: $5.297B Backlog: $7.8B Guidance (FY26): Revenue $5.9B$6.0B; Non-GAAP EPS $8.05$8.15 💬 Delivered Q4 revenue and EPS beat with record backlog and strong FY26 outlook. https://twitter.com/i/web/status/2023865818639987127 https://twitter.com/i/web/status/2023865818639987127" [X Link](https://x.com/allday_stocks/status/2023865818639987127) 2026-02-17T21:03Z [----] followers, [---] engagements "📅 Wednesday February [--] [----] ☕ Morning Briefing 🕒 All times in Eastern Time (ET) 🔎 Overview: Macro meets a heavy earnings slate. Durable Goods Housing Starts and especially the FOMC Minutes will shape the rate narrative. At the same time major reports across semiconductors payments travel energy and gold miners could drive sharp single-stock moves. Expect data-driven volatility yields first tech second. 📊 Economic Data / Macro: 8:30 AM: U.S. Durable Goods Orders (Jan) 8:30 AM: U.S. Housing Starts (Jan) 2:00 PM: FOMC Meeting Minutes All day: $ALGM Analyst Day (Boston) All day: $NDLS" [X Link](https://x.com/allday_stocks/status/2024027252464210099) 2026-02-18T07:44Z [----] followers, [---] engagements "Top Hedge Fund Positioning (Latest 13F Filings) Duquesne (Stan Druckenmiller): Adding exposure to $XLF $RSP and Brazil via $EWZ (+ calls) plus $GOOGL Appaloosa (David Tepper): Building stakes in $MU $EWY $META $GOOG $OC and $MU calls Pershing Square: Increasing exposure to $META and $AMZN Viking Global: Buying $GOOGL $AMZN $ICE $DKS $TMO Third Point: New/additional positions in $UNP $CMG $CEG $DHR $BABA $SPOT Whale Rock: Adding to $GOOGL $SNDK $CVNA $TTMI $FROG $MTSI $WLTH Kora Management: Rotating into $GGAL $KSPI $MELI $NBIS $SE Positioning takeaway: Clear tilt toward mega-cap tech: $GOOGL" [X Link](https://x.com/allday_stocks/status/2024070446895808749) 2026-02-18T10:36Z [----] followers, [---] engagements "$BAESY BAE Systems flagged by Morgan Stanley and Berenberg for strong operational and financial performance Outlook points to continued growth into [----] Free cash flow exceeds consensus estimates by more than 40%" [X Link](https://x.com/allday_stocks/status/2024075278390063132) 2026-02-18T10:55Z [----] followers, [---] engagements "$BLCO Bausch + Lomb reports Q4 and FY2025 results Q4 revenue $1.405B (+10% reported +7% CC); adj. EBITDA $326M; GAAP net loss $58M FY revenue $5.101B (+6% reported +5% CC); adj. EBITDA $858M; GAAP net loss $360M Q4 adj. EPS $0.32; FY adj. EPS $0.43 FY26 guide: revenue $5.375B$5.475B (57% CC growth); adj. EBITDA ex-IPR&D $1.00B$1.05B https://twitter.com/i/web/status/2024091779377532953 https://twitter.com/i/web/status/2024091779377532953" [X Link](https://x.com/allday_stocks/status/2024091779377532953) 2026-02-18T12:01Z [----] followers, [---] engagements "$MRNA Moderna says FDA accepts BLA for seasonal flu vaccine mRNA-1010 PDUFA goal date set for Aug. [--] [----] Seeking full approval for adults 5064; accelerated approval for 65+ with post-marketing study Also under review in Europe Canada and Australia; potential approvals expected in [----] https://twitter.com/i/web/status/2024092577129967766 https://twitter.com/i/web/status/2024092577129967766" [X Link](https://x.com/allday_stocks/status/2024092577129967766) 2026-02-18T12:04Z [----] followers, [---] engagements "$CRL Charles River Laboratories reports Q4 & FY25 results provides [----] outlook Q4 Revenue: $994.2M (-0.8% YoY; -2.6% organic) Q4 GAAP EPS: $(5.62) Q4 Non-GAAP EPS: $2.39 FY25 Revenue: $4.02B (-0.9%; -1.6% organic) FY25 GAAP EPS: $(2.91) FY25 Non-GAAP EPS: $10.28 [----] Guidance: Revenue: At least flat to +1.5% (reported) Organic revenue: -1.0% to at least flat GAAP EPS: $6.30$6.80 Non-GAAP EPS: $10.70$11.20 https://twitter.com/i/web/status/2024093064914964614 https://twitter.com/i/web/status/2024093064914964614" [X Link](https://x.com/allday_stocks/status/2024093064914964614) 2026-02-18T12:06Z [----] followers, [---] engagements "$TLRY Tilray Brands Enters Exclusive Multi-Year U.S. Brewing Partnership with Carlsberg Group Exclusive U.S. licensing agreement to produce market sell and distribute Carlsberg Carlsberg Elephant [----] and Kronenbourg [----] Blanc Effective January [--] [----] Initial five-year term with automatic five-year renewal tied to performance criteria Management expects revenue accretion at commencement and improved asset utilization across brewing sourcing packaging and logistics" [X Link](https://x.com/allday_stocks/status/2024094250518909358) 2026-02-18T12:10Z [----] followers, [---] engagements "$VRSK Verisk Q4 [----] results mixed strong FCF growth Revenue: $779M (+5.9%; OCC +5.2%) Net income: $197M (6.2%) FY Revenue: $3.07B (+6.6%; OCC +6.6%) FY Net income: $908M (5.1%) [----] FCF: $1.19B (+29.5%) Dividend: $0.50 (payable Mar [--] 2026) Buyback authorization raised to $2.5B; $1.5B ASR planned Cash flow up nearly 30% while earnings dipped classic case of margin/capital allocation dynamics mattering more than top-line optics. https://twitter.com/i/web/status/2024095994816709063 https://twitter.com/i/web/status/2024095994816709063" [X Link](https://x.com/allday_stocks/status/2024095994816709063) 2026-02-18T12:17Z [----] followers, [---] engagements "$UPWK Upwork +9.5% after approving $300M share buyback New $300M repurchase program with no expiration date Previously repurchased 9M+ shares for $136M Investing in SMB AI and Enterprise initiatives alongside buybacks" [X Link](https://x.com/allday_stocks/status/2024098911523070159) 2026-02-18T12:29Z [----] followers, [---] engagements "$HLF Herbalife Cristiano Ronaldo Invests in Pro2col Cristiano Ronaldo invested $7.5M for a 10% equity stake in HBL Pro2col Software LLC Investment includes commitment to provide services and sponsorship rights Pro2col: Herbalifes digital personalized wellness platform Beta rollout active in U.S. Canada Puerto Rico; EMEA expansion planned [----] Stock: +10.5% after hours" [X Link](https://x.com/allday_stocks/status/2024230883071603029) 2026-02-18T21:13Z [----] followers, [---] engagements "$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 $360 million reserve release related to the Instinct MI308 partially offsetting prior charges tied to U.S. export controls." [X Link](https://x.com/allday_stocks/status/2018795713258213648) 2026-02-03T21:16Z [----] followers, 10.9K engagements "$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: $2.9B cash & marketable securities Key Themes: Clear shift toward profitable growth Strong momentum in ads performance subscriptions & AR MAUs reached 946M (+6% YoY)" [X Link](https://x.com/allday_stocks/status/2019156729183801483) 2026-02-04T21:10Z [----] followers, [----] engagements "$VSTS Vestis Q1 FY2026 Earnings Revenue: $663.4M Operating Income: $16.6M Net Income: $6.4M ($0.05 EPS) Adj. Net Income: $13.1M ($0.10 EPS) Adj. EBITDA: $70.4M (10.6% margin) Operating Cash Flow: $37.7M Free Cash Flow: $28.3M Liquidity: $316.7M FY2026 Outlook (reaffirmed): Revenue: Flat to 2% Adj. EBITDA: $285M$315M Free Cash Flow: $50M$60M 💬 Sequential improvement expected in Adj. EBITDA through FY2026 driven by cost reductions and operational transformation. https://twitter.com/i/web/status/2021193294756151689 https://twitter.com/i/web/status/2021193294756151689" [X Link](https://x.com/allday_stocks/status/2021193294756151689) 2026-02-10T12:03Z [----] followers, [---] engagements "$LYFT Lyft Reports Record Q4 & FY2025 Results; Announces $1B Buyback; Issues Q1 Outlook Gross Bookings (Q4): $5.1B (+19% YoY) Revenue (Q4): $1.6B (+3% YoY) Net Income (Q4): $2.8B Adjusted EBITDA (Q4): $154.1M (+37% YoY) Adjusted EBITDA Margin (Q4): 3.0% Gross Bookings (FY2025): $18.5B (+15% YoY) Revenue (FY2025): $6.3B (+9% YoY) Net Income (FY2025): $2.8B Adjusted EBITDA (FY2025): $528.8M Free Cash Flow (FY2025): $1.12B Active Riders (Q4): 29.2M (+18% YoY) Rides (FY2025): 945.5M (+14% YoY) Share Repurchase Authorization: $1.0B Q1 [----] Gross Bookings Guide: $4.86B$5.00B Q1 [----] Adjusted EBITDA" [X Link](https://x.com/allday_stocks/status/2021329832139739306) 2026-02-10T21:06Z [----] followers, [---] engagements "$LEU Centrus Q4 & FY2025 Results; Issues [----] Guidance Revenue (FY2025): $448.7M Net Income (FY): $77.8M Gross Profit (FY): $117.5M Unrestricted Cash: $2.0B Backlog: $3.8B total $2.3B contingent LEU HALEU: [--] kg enriched; domestic centrifuge manufacturing initiated DOE: Selected for up to $900M HALEU task order (pending negotiation) [----] Revenue Guide: $425M$475M https://twitter.com/i/web/status/2021349145647231070 https://twitter.com/i/web/status/2021349145647231070" [X Link](https://x.com/allday_stocks/status/2021349145647231070) 2026-02-10T22:22Z [----] followers, [---] engagements "$SHOP Shopify FY25 +30% Revenue; $2B Buyback Authorized Revenue (Q4): $3.67B (+31% YoY) 🟢 Revenue (FY25): $11.6B (+30% YoY) 🟢 GMV (FY25): $378.4B (+29% YoY) 🟢 Operating Income (FY25): $1.47B Free Cash Flow (FY25): $2.0B (17% margin) Free Cash Flow Margin (Q4): 19% MRR: $205M Capital Allocation: $2B share repurchase authorization Guidance (Q126): Revenue growth: Low-30% YoY FCF margin: Low-to-mid teens 💬 Shopify exits [----] with 30%+ revenue growth expanding profitability and strong cash generation guiding continued low-30% growth into early 2026." [X Link](https://x.com/allday_stocks/status/2021556576776040925) 2026-02-11T12:07Z [----] followers, [----] engagements "$TPH Tri Pointe Homes Sumitomo Forestry to Acquire for $47/share 💰 All-cash deal at $47.00 per share Transaction value: $4.5B 29% premium to Feb [--] close 42% premium to 90-day VWAP Expected close: Q2 [----] (subject to shareholder approval) Current pre-market: +26.6% https://twitter.com/i/web/status/2022278737874534515 https://twitter.com/i/web/status/2022278737874534515" [X Link](https://x.com/allday_stocks/status/2022278737874534515) 2026-02-13T11:56Z [----] followers, [---] engagements "$ETOR eToro Q4 [----] results Revenue: $3.87B (Est. $217.96M) 🟢 EPS: $0.71 (Est. $0.60) 🟢 💬 Beat on both revenue and EPS; YoY revenue 33.7% EPS 10.1%" [X Link](https://x.com/allday_stocks/status/2023737101179568311) 2026-02-17T12:31Z [----] followers, [---] engagements "Todays Leaders Feb [--] $MASI Masimo +34.31% $ZIM ZIM Integrated Shipping +25.10% $ETOR eToro +17.19% $ENLT Enlight Renewable Energy +16.10% $KNF Knife River +16.05% $LU Lufax +15.56% $NESR National Energy Services +13.87% $NCLH Norwegian Cruise Line +13.29% $WING Wingstop +13.08% $LITE Lumentum +11.99% $KD Kyndryl +11.19% $IRON Disc Medicine +11.01% $TWST Twist Bioscience +10.57% $RXO RXO +10.51% $ONDS Ondas +10.32% $PACS PACS Group +10.00% $WAY Waystar +9.50% $GBTG Global Business Travel +8.80% $SON Sonoco Products +8.58% https://twitter.com/i/web/status/2023846098184376456" [X Link](https://x.com/allday_stocks/status/2023846098184376456) 2026-02-17T19:44Z [----] followers, [---] engagements "EARNINGS AFTER TODAYS CLOSE $PANW $HL $CDNS $DVN $EQT $HALO $MKSI $SSRM $KVUE $CE $HUN $ACLS $FF $EXE $NNE $CZR $RBA $ROG $TCMD $IAG $PBI $GKOS" [X Link](https://x.com/allday_stocks/status/2023864845469446235) 2026-02-17T20:59Z [----] followers, [---] engagements "$CZR Caesars Q4 Revenue $2.9B Digital EBITDA Surges Revenue: $2.916B Net Income: -$250M Same-Store Adj. EBITDA: $901M Caesars Digital Adj. EBITDA: $85M (vs. $20M YoY) FY25 Revenue: $11.486B FY25 Net Loss: -$502M 💬 Q4 EBITDA growth driven by strong Digital performance despite GAAP net loss. https://twitter.com/i/web/status/2023866157405450710 https://twitter.com/i/web/status/2023866157405450710" [X Link](https://x.com/allday_stocks/status/2023866157405450710) 2026-02-17T21:04Z [----] followers, [---] engagements "$EQT EQT Q4 EPS $0.90 Revenue $2.10B Revenue: $2.10B (Est. $2.16B) 🔻 EPS: $0.90 (Est. $0.76) 🟢 💬 Reported strong EPS beat but slight revenue miss versus expectations" [X Link](https://x.com/allday_stocks/status/2023873890393747952) 2026-02-17T21:35Z [----] followers, [---] engagements "After Hours Movers Feb [--] 🟢 Gainers $CE Celanese +8.33% $RSI Rush Street Interactive +6.97% $SSRM SSR Mining +6.06% $PACS PACS Group +4.97% $HALO Halozyme +4.58% $AMRZ Amrize +4.57% $CDNS Cadence Design Systems +4.01% $ADMA ADMA Biologics +3.70% $ETSY Etsy +3.70% $CNH CNH Industrial +3.28% $NYT New York Times +3.23% $SNPS Synopsys +3.09% $STLD Steel Dynamics +3.02% $RXO RXO +2.90% $IMVT Immunovant +2.74% 🔴 Losers $VECO Veeco Instruments -12.63% $ACLS Axcelis Technologies -10.05% $MKSI MKS Instruments -7.31% $UGP Ultrapar Participaes -7.17% $ANET Arista Networks -5.88% $APLD Applied Digital" [X Link](https://x.com/allday_stocks/status/2023877174647025665) 2026-02-17T21:48Z [----] followers, [---] engagements "$KVUE Kenvue Q4 Mixed FY Sales Decline Q4 Revenue: +3.2% YoY (Organic +1.2%) Q4 EPS: $0.17 (Adj. $0.27) FY Revenue: -2.1% (Organic -2.2%) FY EPS: $0.76 (Adj. $1.08) FCF: $1.7B (vs $1.3B prior year) Net Debt: $7.4B (Debt $8.5B Cash $1.1B) No [----] guidance due to pending $KMB transaction 💬 Q4 showed modest organic growth and margin stability but full-year sales contracted on volume declines. Cash flow improved meaningfully. Strategic focus now shifts to the Kimberly-Clark merger closing in 2H26. https://twitter.com/i/web/status/2023879726553575624" [X Link](https://x.com/allday_stocks/status/2023879726553575624) 2026-02-17T21:58Z [----] followers, [---] engagements "Anthropic to spend at least $80B on $AMZN $GOOGL and $MSFT cloud services through [----] to power Claude AI The Information" [X Link](https://x.com/allday_stocks/status/2024029712050274316) 2026-02-18T07:54Z [----] followers, [---] engagements "$FVRR Fiverr reports Q4 results EPS: $0.86 (Est. $0.74) 🟢 Revenue: $107.2M (Est. $108.98M) 🔻 💬 Beat on EPS revenue missed estimates" [X Link](https://x.com/allday_stocks/status/2024030858156347507) 2026-02-18T07:58Z [----] followers, [---] engagements "$ADI Analog Devices reports fiscal Q1 [----] results Revenue $3.16B (+30% YoY); gross margin 64.7% (+570 bps); operating income $997M (+103%) TTM operating cash flow $5.05B (43% of revenue); FCF $4.56B (39%) Returned $1.0B to shareholders; dividend raised 11% to $1.10 Q2 FY26 guide: revenue $3.5B $0.1B; operating margin 36.4% [---] bps; adj. EPS $2.88 $0.15" [X Link](https://x.com/allday_stocks/status/2024092055014662358) 2026-02-18T12:02Z [----] followers, [---] engagements "$NBIS Nebius Group Compass Point initiates Buy 📈 PT $150 Current $99.5 (Upside 51%) Clean reset following Yandex divestiture Positioned as full-stack AI infrastructure platform Software + execution viewed as core moat" [X Link](https://x.com/allday_stocks/status/2024094049708192155) 2026-02-18T12:10Z [----] followers, [---] engagements "$LLY Lilly Taltz + Zepbound Combo Shows Superior Psoriasis Outcomes Phase 3b TOGETHER-PsO met primary endpoint at [--] weeks 27.1% on combo achieved PASI [---] plus 10% weight loss Versus 5.8% for Taltz monotherapy Complete skin clearance: 40.6% combo vs 29.0% Taltz alone Trial enrolled [---] adults with average BMI [--] kg/m Safety profile consistent with known Taltz and Zepbound data 61% of U.S. psoriasis patients have obesity or are overweight" [X Link](https://x.com/allday_stocks/status/2024094401954226668) 2026-02-18T12:11Z [----] followers, [---] engagements "$SEDG SolarEdge Q4 [----] results show margin recovery narrowing losses Revenue: $335.4M (1.4% QoQ) Non-GAAP gross margin: 23.3% (vs. 18.8% QoQ) Non-GAAP net loss: $8.2M (vs. $18.3M QoQ) FY Revenue: $1.18B (+31% YoY) FY FCF: $76.9M (vs. $421.5M in 2024) Q126 guide: Revenue $290M$320M; Non-GAAP GM 2024% Revenue slightly softer sequentially but margins and cash flow continue to repair after the [----] collapse the real story here is operating discipline returning" [X Link](https://x.com/allday_stocks/status/2024106165458653244) 2026-02-18T12:58Z [----] followers, [---] engagements "$QS QuantumScape TD Cowen reiterates Hold lowers PT 📉 PT $8 (from $16) Current $7.1 (Upside 13%) Cuts PT on EV market headwinds; production ramp pushed further out Notes solid execution; [----] goals highlight non-automotive expansion Shares 30.9% YTD; recent Q4 results prompted estimate reset https://twitter.com/i/web/status/2024132982366183799 https://twitter.com/i/web/status/2024132982366183799" [X Link](https://x.com/allday_stocks/status/2024132982366183799) 2026-02-18T14:44Z [----] followers, [---] engagements "Earnings After Todays Close $CVNA $KGC $DASH $PAAS $CDE $EBAY $FIG $OXY $EQX $RELY $RGLD $BTG $BKNG $NTR $TAP $AGI $HST $CAKE $OII $CF $HLF $BHC $JACK" [X Link](https://x.com/allday_stocks/status/2024227468790370516) 2026-02-18T21:00Z [----] followers, [---] engagements "$OMC Omnicom Q4 & FY [----] Results Q4 Revenue: $5.53B Q4 Operating Loss (GAAP): -$977.2M Q4 Net Loss (GAAP): -$941.1M Q4 Adjusted EBITA: $928.9M (16.8% margin) FY Revenue: $17.27B FY Adjusted EBITA: $2.70B (15.6% margin) Share Buyback Authorization: $5.0B Cost Synergy Target: $1.5B https://twitter.com/i/web/status/2024228568616882499 https://twitter.com/i/web/status/2024228568616882499" [X Link](https://x.com/allday_stocks/status/2024228568616882499) 2026-02-18T21:04Z [----] followers, [---] engagements "$RELY Remitly Q4 & FY [----] Results Q4 Revenue: $442.2M Q4 Net Income (GAAP): $41.2M Q4 Adjusted EBITDA: $88.6M FY Revenue: $1.6B FY Net Income (GAAP): $67.9M FY Adjusted EBITDA: $272.2M Active Customers: 9.3M FY Send Volume: $74.9B [----] Revenue Guidance: $1.94B$1.96B [----] Adjusted EBITDA Guidance: $340M$360M https://twitter.com/i/web/status/2024228847915286813 https://twitter.com/i/web/status/2024228847915286813" [X Link](https://x.com/allday_stocks/status/2024228847915286813) 2026-02-18T21:05Z [----] followers, [---] engagements "$CVNA Carvana Q4 & FY [----] Results Q4 Revenue: $5.603B Q4 Net Income (GAAP): $951M Q4 Operating Income (GAAP): $424M Q4 Adjusted EBITDA: $511M (9.1% margin) FY Revenue: $20.322B FY Net Income (GAAP): $1.895B FY Operating Income (GAAP): $1.881B FY Adjusted EBITDA: $2.237B (11.0% margin) FY Retail Units Sold: [------] (+43% YoY) [----] Outlook: Expects significant growth in retail units sold and Adjusted EBITDA; sequential increase in Q1 retail units and Adjusted EBITDA $CVNA earnings now $CVNA earnings now" [X Link](https://x.com/allday_stocks/status/2024229112530030799) 2026-02-18T21:06Z [----] followers, [----] engagements "$ARRY Array Technologies Revolver Upsized Revolving credit facility increased to $370M (from $166M) Maturity extended to Feb. [--] [----] Includes up to $250M for letters of credit Added new lending partners; syndicate led by Goldman Sachs Bank USA Company says amendment strengthens liquidity and strategic flexibility https://twitter.com/i/web/status/2024232028707672159 https://twitter.com/i/web/status/2024232028707672159" [X Link](https://x.com/allday_stocks/status/2024232028707672159) 2026-02-18T21:18Z [----] followers, [---] engagements "$TPL Texas Pacific Land Q4 & FY [----] Results Q4 Revenue: $211.6M Q4 Net Income: $123.3M ($1.79 diluted EPS) Q4 Adjusted EBITDA: $178.1M Q4 Free Cash Flow: $118.9M Q4 Royalty Production: 37.5k Boe/d FY Revenue: $798.2M FY Net Income: $481.4M ($6.97 diluted EPS) FY Adjusted EBITDA: $687.4M FY Free Cash Flow: $498.3M FY Royalty Production: 34.6k Boe/d Dividend increased 12.5%; quarterly dividend $0.53 Entered $500M revolving credit facility https://twitter.com/i/web/status/2024232300440129835 https://twitter.com/i/web/status/2024232300440129835" [X Link](https://x.com/allday_stocks/status/2024232300440129835) 2026-02-18T21:19Z [----] followers, [---] engagements "$OXY Occidental Petroleum Q4 [----] Results Revenue: $5.42B (Est. $5.62B) 🔻 EPS: $0.31 (Est. $0.18) 🟢 EPS YoY: -61.25% Revenue YoY: -8.87%" [X Link](https://x.com/allday_stocks/status/2024232490794156230) 2026-02-18T21:20Z [----] followers, [---] engagements "$CDE Coeur Mining Q4 & FY25 Record Results Strong FCF & [----] Growth Outlook Revenue: $675M (Q4) $2.07B (FY25) vs. $1.05B FY24 Net Income: $215M Q4 $586M FY25 (vs. $59M FY24) Adj. EBITDA: $425M Q4 $1.03B FY25 (tripled YoY) Free Cash Flow: $313M Q4 $666M FY25 Gold Production: [------] oz FY25 (+23% YoY) Silver Production: 17.9M oz FY25 (+57% YoY) Avg Realized Prices FY25: Gold $3184 Silver $40.01 Cash: $554M (10x YoY) Debt: $341M (42% YoY) [----] Guidance (Current Portfolio): Gold: 390k460k oz Silver: 18.2M21.3M oz Portfolio strength driven by Rochester growth & full-year Las Chispas contribution" [X Link](https://x.com/allday_stocks/status/2024235534424437001) 2026-02-18T21:32Z [----] followers, [---] engagements "🔔 CLOSING BELL Wednesday February [--] [----] Fed signals pause AI rebound lifts indices Energy leads Software mixed June cut 50% 🔎 Overview Wall Street closed higher driven by gains in $NVDA $AMZN and other AI heavyweights. Fed minutes showed broad support for holding rates steady but also flagged potential hikes if inflation remains above target. Energy led sector gains while select software and networking names remained under pressure. Sentiment: CNN Fear & Greed: [--] (Fear) Crypto Fear & Greed: [--] (Extreme Fear) 📊 Indices & Markets $DJI [-----] (+0.26%) $US500 [----] (+0.56%) $NDX 24899" [X Link](https://x.com/allday_stocks/status/2024236661513568496) 2026-02-18T21:36Z [----] followers, [---] engagements "💰 Earnings Beat $MANH Manhattan Associates via Non-GAAP EPS: $1.31 (Est.: $1.13) ✅ Revenue: $272.4M (Est.: $263.74M) ✅ YoY Growth: +2.7% Stock after-hours: +9.59% 🚀 http://overnightstocks.com http://overnightstocks.com" [X Link](https://x.com/allday_stocks/status/1947756291738178044) 2025-07-22T20:31Z [----] followers, [--] engagements "📈 After Hours Movers Recap via 🔝 Top [--] Gainers $VICR Vicor: $45.20 $60.50 (+33.85%) $MANH Manhattan Associates: $202.79 $224.24 (+10.58%) $RKT Rocket Companies: $16.00 $17.13 (+7.06%) $NN NextNav: $15.30 $16.10 (+5.23%) $DAN Dana Inc.: $16.15 $16.99 (+5.20%) 🔻 Top [--] Losers $OPEN Opendoor: $2.92 $2.61 (-10.62%) $TXN Texas Instruments: $208.81 $190.69 (-8.68%) $ENPH Enphase Energy: $42.95 $39.52 (-7.99%) $ON ON Semi: $62.69 $57.90 (-7.64%) $MCHP Microchip Tech: $75.26 $69.71 (-7.37%) https://twitter.com/i/web/status/1947786661862973721 http://overnightstocks.com" [X Link](https://x.com/allday_stocks/status/1947786661862973721) 2025-07-22T22:31Z [----] followers, [---] engagements "$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](https://x.com/allday_stocks/status/1948672463677661618) 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](https://x.com/allday_stocks/status/1950854264357552632) 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](https://x.com/allday_stocks/status/1971127506783658335) 2025-09-25T08:19Z [----] followers, [---] engagements "After-Hours Movers Top [--] Gainers $METC Ramaco Resources +28.20% $ATEC Alphatec Holdings +21.07% $IRTC iRhythm Technologies +16.23% $RYAN Ryan Specialty Holdings +14.98% $WDC Western Digital +12.17% Top [--] Losers $SPSC SPS Commerce -27.81% $DXCM DexCom -16.42% $ALKT Alkami Technology -16.02% $SVV Savers Value Village -13.76% $APPF AppFolio -11.97% https://twitter.com/i/web/status/1984007940857082105 https://twitter.com/i/web/status/1984007940857082105" [X Link](https://x.com/allday_stocks/status/1984007940857082105) 2025-10-30T21:22Z [----] followers, [---] engagements "$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 $3.3B buyback. https://twitter.com/i/web/status/1986178531001573689" [X Link](https://x.com/anyuser/status/1986178531001573689) 2025-11-05T21:07Z [----] followers, 13.1K engagements "$EW Edwards Lifesciences Stifel raises price target Stifel reiterates Buy Price Target: $100 (prev. $95) Current Price: $86 Upside: 16%" [X Link](https://x.com/allday_stocks/status/1996893879787049403) 2025-12-05T10:46Z [----] followers, [---] engagements "Nasdaq-100 Index Reconstitution Update Removed: $BIIB Biogen $CDW CDW $GFS GlobalFoundries $LULU Lululemon Athletica $ON ON Semiconductor $TTD The Trade Desk Added: $ALNY Alnylam Pharmaceuticals $FER Ferrovial $INSM Insmed $MPWR Monolithic Power Systems $STX Seagate Technology $WDC Western Digital https://twitter.com/i/web/status/1999766488115261621 https://twitter.com/i/web/status/1999766488115261621" [X Link](https://x.com/allday_stocks/status/1999766488115261621) 2025-12-13T09:00Z [----] followers, [---] engagements "$ADSK Autodesk: BTIG initiates Buy sets PT at $365 Rating: Buy PT: $365 Key driver: Long-term upside from cloud innovation expanding TAM and margin improvement path toward 41% operating margin Current price: $295 (Upside: +23.7%)" [X Link](https://x.com/allday_stocks/status/2001280018777874483) 2025-12-17T13:15Z [----] 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](https://x.com/allday_stocks/status/2001790478023278656) 2025-12-18T23:03Z [----] followers, [---] engagements "Biotech Outlook [----] Bank of America BofA sees small- and mid-cap biotech well positioned into [----] Top picks: $ARGX Argenx $KALV KalVista Pharmaceuticals $OCUL Ocular Therapeutix $VRTX Vertex Pharmaceuticals Key drivers: clearer regulatory pathways improved commercial execution and a dense slate of upcoming clinical data https://twitter.com/i/web/status/2002479264503861437 https://twitter.com/i/web/status/2002479264503861437" [X Link](https://x.com/allday_stocks/status/2002479264503861437) 2025-12-20T20:40Z [----] 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% $HEI" [X Link](https://x.com/allday_stocks/status/2002707232987762713) 2025-12-21T11:46Z [----] followers, [---] engagements "$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](https://x.com/allday_stocks/status/2003100584237470170) 2025-12-22T13:49Z [----] followers, [---] engagements "PRE-MARKET MOVERS DEC [--] Top Gainers: $DBRG DigitalBridge Group +33.3% $KOF Coca-Cola FEMSA +6.2% $UUUU Energy Fuels +5.5% $ABVX Abivax +5.4% $ARQT Arcutis Biotherapeutics +3.7% Top Losers: $BOH Bank of Hawaii 7.1% $LFST LifeStance Health 4.6% $MKC McCormick & Company 4.1% $CDE Coeur Mining 4.0% $APLD Applied Digital 3.8% https://twitter.com/i/web/status/2005600600659026234 https://twitter.com/i/web/status/2005600600659026234" [X Link](https://x.com/allday_stocks/status/2005600600659026234) 2025-12-29T11:23Z [----] followers, [---] engagements "Clear Street: Top [----] stock picks across Energy themes Energy Transition: $AMSC American Superconductor Energy: $MGY Magnolia Oil & Gas Sees continued valuation multiple expansion and EBITDA estimate upgrades into [----] Expects multiple re-rating opportunities rather than a single dominant theme Power load growth constraint solutions remain attractive Oil & Gas stocks expected to re-rate in [----] https://twitter.com/i/web/status/2007058458390962344 https://twitter.com/i/web/status/2007058458390962344" [X Link](https://x.com/allday_stocks/status/2007058458390962344) 2026-01-02T11:56Z [----] followers, [---] engagements "$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 $100M payment from AbbVie in H1 [----] boosting cash position https://twitter.com/i/web/status/2010448748347031866 https://twitter.com/i/web/status/2010448748347031866" [X Link](https://x.com/allday_stocks/status/2010448748347031866) 2026-01-11T20:28Z [----] followers, [---] engagements "$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](https://x.com/allday_stocks/status/2010482741544882229) 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](https://x.com/allday_stocks/status/2010519595753382300) 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](https://x.com/allday_stocks/status/2010607791858172116) 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% $TVTX Travere Therapeutics 2.03% http://Trip.com http://Trip.com" [X Link](https://x.com/allday_stocks/status/2011343799994253646) 2026-01-14T07:45Z [----] followers, [---] engagements "$XYL Xylem AI water demand to surge 130% by [----] AI could add [--] trillion liters of annual water demand by mid-century Main drivers: power generation (54%) semiconductor fabrication (42%) data centers (4%) Nearly 40% of existing data centers already sit in high water-stress regions Study argues demand can be offset via wastewater reuse leak reduction and digital water infrastructure Calls for a coordinated water transition to support AI growth without straining communities https://twitter.com/i/web/status/2011456075023737044 https://twitter.com/i/web/status/2011456075023737044" [X Link](https://x.com/allday_stocks/status/2011456075023737044) 2026-01-14T15:11Z [----] followers, [---] engagements "$DQ Daqo New Energy Subsidiary guides FY25 loss improvement YoY Xinjiang Daqo prelim. FY25 net loss: RMB 1.01.3B (PRC GAAP) vs. FY24 loss: RMB 2.7B clear YoY improvement Xinjiang Daqo = core earnings driver (72.8% owned) Figures are preliminary PRC GAAP may not align with U.S. GAAP Management flags material variance risk until final close Bottom line: losses narrowing but visibility still low treat guidance with caution. https://twitter.com/i/web/status/2012119399046541463 https://twitter.com/i/web/status/2012119399046541463" [X Link](https://x.com/allday_stocks/status/2012119399046541463) 2026-01-16T11:07Z [----] followers, [---] engagements "$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](https://x.com/allday_stocks/status/2012136919191454033) 2026-01-16T12:16Z [----] 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% $SONY Sony Group 3.04% https://twitter.com/i/web/status/2014222583768474089 https://twitter.com/i/web/status/2014222583768474089" [X Link](https://x.com/allday_stocks/status/2014222583768474089) 2026-01-22T06:24Z [----] followers, [---] engagements "$ACN Accenture Berenberg initiates coverage with Buy 📈 PT $313 Current $281.5 (Upside 11%) AI capabilities cited as a key competitive advantage" [X Link](https://x.com/allday_stocks/status/2014273413737505165) 2026-01-22T09:46Z [----] followers, [---] engagements "$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](https://x.com/allday_stocks/status/2014471295761600910) 2026-01-22T22:52Z [----] 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](https://x.com/allday_stocks/status/2014743162607304801) 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](https://x.com/allday_stocks/status/2015412939285499968) 2026-01-25T13:14Z [----] 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](https://x.com/allday_stocks/status/2015565930714267970) 2026-01-25T23:22Z [----] followers, [---] engagements "Overnight Movers Jan [--] Gainers: $USAR USA Rare Earth +19.4% $METC Ramaco Resources +10.4% $SRPT Sarepta Therapeutics +8.9% $SSRM SSR Mining +8.1% $MP MP Materials +7.0% $AG First Majestic Silver +6.8% $FCX Freeport-McMoRan +6.7% $ERO Ero Copper +6.4% $NEM Newmont +6.0% $SCCO Southern Copper +5.8% Losers: $RVMD Revolution Medicines 19.3% $HNGE Hinge Health 5.7% $REAL The RealReal 4.6% $TXG 10x Genomics 4.4% $CART Maplebear + Instacart 4.3% $RCAT Red Cat Holdings 3.9% $FOLD Amicus Therapeutics 3.8% $DD DuPont 3.7% $ENR Energizer 3.6% $RIOT Riot Platforms 3.6%" [X Link](https://x.com/allday_stocks/status/2015594948783935819) 2026-01-26T01:17Z [----] followers, 18K engagements "$ILMN Illumina Canaccord Genuity raises PT reiterates Hold PT $150 Current $149 (Upside 0.7%)" [X Link](https://x.com/allday_stocks/status/2015741074082259263) 2026-01-26T10:58Z [----] followers, [---] engagements "$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](https://x.com/allday_stocks/status/2015784812846440543) 2026-01-26T13:52Z [----] followers, [---] engagements "Overnight Movers Jan [--] 🔼 Top Gainers $NNNN Anbio Biotech +10.01% $24.94 $UMC United Microelectronics +7.58% $12.20 $HSAI Hesai Group +4.89% $26.36 $AUGO Aura Minerals +4.45% $71.89 $VOYG Voyager Technologies +3.88% $34.55 🔻 Top Losers $HUM Humana 12.15% $231.60 $UNH UnitedHealth Group 8.60% $321.40 $CVS CVS Health 7.71% $77.40 $ELV Elevance Health 5.82% $355.00 $PSIX Power Solutions 3.84% $73.78 https://twitter.com/i/web/status/2016038306505429240 https://twitter.com/i/web/status/2016038306505429240" [X Link](https://x.com/allday_stocks/status/2016038306505429240) 2026-01-27T06:39Z [----] followers, [---] engagements "Pre-Market Movers Jan [--] 🔼 Gainers $NET Cloudflare +10.9% $UMC United Microelectronics +10.8% $NNNN Anbio Biotechnology +10.3% $DOCN DigitalOcean +9.7% $KC Kingsoft Cloud +8.3% $SKM SK Telecom +7.7% $TLX Telix Pharmaceuticals +5.5% $CRWV CoreWeave +5.0% $MU Micron +4.6% $HSAN Hesai +4.5% $AUGO Aura Minerals +4.5% $GM General Motors +4.4% $AAL American Airlines +4.2% $MKSI MKS Instruments +4.1% $BILI Bilibili +4.0% 🔻 Losers $HUM Humana 16.9% $UNH UnitedHealth 16.4% $ALHC Alignment Healthcare 15.6% $CVS CVS Health 13.0% $AGYS Agilysys 12.3% $SANM Sanmina 8.5% $ELV Elevance Health 8.1% $BRO" [X Link](https://x.com/allday_stocks/status/2016125601212518611) 2026-01-27T12:26Z [----] followers, [---] engagements "$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](https://x.com/allday_stocks/status/2016241654370328995) 2026-01-27T20:07Z [----] followers, [---] engagements "$SKM SK Telecom possible Anthropic exposure $10B market cap Reportedly invested $100M in Anthropics [----] Series C at $5B valuation Possible additional undisclosed investment via its U.S. venture arm Hard to quantify arbitrage but a clean public-market proxy for Anthropic exposure https://twitter.com/i/web/status/2016242082613236194 https://twitter.com/i/web/status/2016242082613236194" [X Link](https://x.com/allday_stocks/status/2016242082613236194) 2026-01-27T20:09Z [----] followers, [---] engagements "$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](https://x.com/allday_stocks/status/2016256542761463812) 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% $YUM Yum Brands 2.32%" [X Link](https://x.com/allday_stocks/status/2016396731416473714) 2026-01-28T06:23Z [----] followers, [---] engagements "$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): $5.75B Margins & Returns (Q423 Q425): Core operating" [X Link](https://x.com/allday_stocks/status/2016482335537942844) 2026-01-28T12:03Z [----] followers, [----] engagements "$EXTR Extreme Networks Beats EPS & Revenue Guides Q3 Revenue: $317.9M (Est. $312.32M) 🟢 EPS: $0.26 (Est. $0.24) 🟢 Guidance Q3 [----] EPS: $0.23$0.25 (Est. $0.24) Guidance Q3 [----] Revenue: $309314M (Est. $310M) 💬 Q2 delivered a clean beat with Q3 guidance largely in line with Street expectations. https://twitter.com/i/web/status/2016494462315241906 https://twitter.com/i/web/status/2016494462315241906" [X Link](https://x.com/allday_stocks/status/2016494462315241906) 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% $LII Lennox" [X Link](https://x.com/allday_stocks/status/2016501756570607716) 2026-01-28T13:20Z [----] followers, [---] engagements "$APH Amphenol Reports Record Q4 & FY2025 Results Stock 12.5% Revenue (Q4): $6.4B (+49% YoY; +37% organic) GAAP EPS (Q4): $0.93 (+58% YoY) Adj. EPS (Q4): $0.97 (+76% YoY) Operating Margin (Q4): 26.8% GAAP 27.5% adj. Free Cash Flow (Q4): $1.5B Revenue (FY25): $23.1B (+52% YoY; +38% organic) GAAP EPS (FY25): $3.34 (+74% YoY) Adj. EPS (FY25): $3.34 (+77% YoY) Free Cash Flow (FY25): $4.4B Capital Returned (FY25): $1.5B M&A: Completed Trexon acquisition Closed CommScope CCS acquisition in Jan [----] CCS expected to add $4.1B sales and $0.15 adj. EPS in [----] Q1 [----] Guidance: Revenue: $6.907.00B" [X Link](https://x.com/allday_stocks/status/2016501922773991796) 2026-01-28T13:21Z [----] followers, [----] engagements "$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](https://x.com/allday_stocks/status/2016610931548053746) 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 $0.01; revenue came in above consensus. https://twitter.com/i/web/status/2016620444883751384 https://twitter.com/i/web/status/2016620444883751384" [X Link](https://x.com/allday_stocks/status/2016620444883751384) 2026-01-28T21:12Z [----] followers, 15.9K engagements "$CLS Celestica Q4 & FY25 Earnings Beat Raises [----] Outlook Revenue (Q4): $3.65B (+44% YoY) EPS (Q4 GAAP): $2.31 EPS (Q4 Adj.): $1.89 (Guidance $1.65$1.81) 🟢 Revenue (FY25): $12.39B (+28% YoY) EPS (FY25 Adj.): $6.05 (+56% YoY) Guidance (Q1 [----] Revenue): $3.85$4.15B Guidance (Q1 [----] Adj. EPS): $1.95$2.15 Guidance (FY26 Revenue): $17.0B (prev. $16.0B) 🟢 Guidance (FY26 Adj. EPS): $8.75 (prev. $8.20) 🟢 Planned [----] CapEx: $1.0B 💬 Q4 and FY25 results exceeded guidance; company raised full-year [----] revenue and adjusted EPS outlook. https://twitter.com/i/web/status/2016621404243055016" [X Link](https://x.com/allday_stocks/status/2016621404243055016) 2026-01-28T21:16Z [----] followers, [----] engagements "$FFBC First Financial Bancorp Q4 Earnings Beat Revenue: $251.3M (Est. $248.95M) 🟢 EPS: $0.80 (Est. $0.56) 🟢 💬 Q4 EPS beat estimates by $0.24; revenue came in above consensus" [X Link](https://x.com/allday_stocks/status/2016622179526316247) 2026-01-28T21:19Z [----] followers, [---] engagements "$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](https://x.com/allday_stocks/status/2016622359893921910) 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% $NGVT" [X Link](https://x.com/allday_stocks/status/2016623720249368831) 2026-01-28T21:25Z [----] followers, [---] engagements "$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 $123M adj. EBITDA" [X Link](https://x.com/allday_stocks/status/2016872772798939433) 2026-01-29T13:55Z [----] followers, [---] engagements "$ADS Adidas Record FY2025 Results & Buyback Revenue: 24.8B (record year) Operating profit: 2.06B Gross margin: 51.6% Operating margin: 8.3% Capital return: 1B share buyback announced for [----] 💬 Strong margin recovery and profitability normalization cap a record year; buyback signals confidence in cash generation. https://twitter.com/i/web/status/2016939141641228532 https://twitter.com/i/web/status/2016939141641228532" [X Link](https://x.com/allday_stocks/status/2016939141641228532) 2026-01-29T18:18Z [----] 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 $2.35) 💬 NewtekOne reported double-digit revenue growth in FY25 strong PPNR expansion rising book value and provided FY26 EPS guidance. https://twitter.com/i/web/status/2016980854338396343 https://twitter.com/i/web/status/2016980854338396343" [X Link](https://x.com/allday_stocks/status/2016980854338396343) 2026-01-29T21:04Z [----] followers, [---] engagements "$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$15.10 https://twitter.com/i/web/status/2016981808051847498 https://twitter.com/i/web/status/2016981808051847498" [X Link](https://x.com/allday_stocks/status/2016981808051847498) 2026-01-29T21:08Z [----] followers, [---] engagements "$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$64M" [X Link](https://x.com/allday_stocks/status/2016982209568120884) 2026-01-29T21:10Z [----] followers, [---] engagements "$RHI Robert Half Reports Q4 & FY25 Results Revenue: Q4 $1.30B (Y/Y 6%) 🔻 FY $5.38B EPS: Q4 $0.32 FY $1.33 Net Income: Q4 $32M FY $133M Operating Trend: Sequential same-day constant-currency growth in talent solutions Guidance: Q4 results above midpoint of prior outlook https://twitter.com/i/web/status/2016982385943023667 https://twitter.com/i/web/status/2016982385943023667" [X Link](https://x.com/allday_stocks/status/2016982385943023667) 2026-01-29T21:10Z [----] followers, [---] engagements "Post-Earnings Price Reaction $AAPL Apple +2 $SNDK Sandisk +1223 $WDC Western Digital [---] $V Visa [---] $DECK Deckers Brands +1415 $KLAC KLA Corp [--] $SYK Stryker +119 $NEWT NewtekOne [---] $APPF AppFolio [--] $RMD ResMed +095 $BZH Beazer Homes 875" [X Link](https://x.com/allday_stocks/status/2016988967862755744) 2026-01-29T21:36Z [----] followers, [---] engagements "$PFSI PennyMac Financial Services Q4 & FY25 Results; Shares 23% After Hours Revenue: $538.0M (Q4) EPS: $1.97 (Q4 diluted) Net Income: $106.8M (Q4) Book Value / Share: $82.77 (vs. $81.12 prior quarter) Production Volume: $42.2B UPB (+16% Q/Q +18% Y/Y) Servicing Portfolio: $733.6B UPB (+10% Y/Y) Dividend: $0.30/share (payable Feb [--] 2026) 💬 PennyMac reported solid Q4 profitability and strong full-year results but servicing income declined sharply due to higher prepayments and MSR runoff. The market reacted negatively sending shares down 23% after hours despite double-digit ROE for FY25." [X Link](https://x.com/allday_stocks/status/2017001830220194075) 2026-01-29T22:28Z [----] followers, [---] engagements "$SNDK SanDisk Raymond James upgrades to Outperform 📈 PT $725 Current $648 (Upside 12%) AI and data center demand driving structurally higher NAND consumption Supply tightening sharply with capacity potentially sold out for years Rising pricing power and improved cycle visibility https://twitter.com/i/web/status/2017170536544039256 https://twitter.com/i/web/status/2017170536544039256" [X Link](https://x.com/allday_stocks/status/2017170536544039256) 2026-01-30T09:38Z [----] followers, [---] engagements "$SNDK SanDisk Morgan Stanley raises PT Overweight 📈 PT $690 (from $483) Current $652 (Upside 6%) Memory upcycle described as the strongest in [--] years; March pricing implied +60% q/q amid acute shortages Revenue guided 52% q/q with margins +15% q/q; MS views $13 EPS guidance as conservative JV with Kioxia extended through [----] securing long-term manufacturing amid tight supply https://twitter.com/i/web/status/2017171569663975736 https://twitter.com/i/web/status/2017171569663975736" [X Link](https://x.com/allday_stocks/status/2017171569663975736) 2026-01-30T09:42Z [----] followers, [---] engagements "$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; $140M NASA supply awards; talks with Yara on low-emission ammonia https://twitter.com/i/web/status/2017191959098499117 https://twitter.com/i/web/status/2017191959098499117" [X Link](https://x.com/allday_stocks/status/2017191959098499117) 2026-01-30T11:03Z [----] followers, [---] engagements "$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](https://x.com/allday_stocks/status/2017192263961424162) 2026-01-30T11:04Z [----] followers, [---] engagements "After-hours movers Jan [--] Top Gainers $TERN Terns Pharmaceuticals +6.59% $NNNN Anbio Biotechnology +5.43% $GME GameStop +4.22% $SA Seabridge Gold +4.03% $VAL Valaris +3.93% Top Losers $PHOE Phoenix Asia Holdings 52.52% $AAUC Allied Gold 4.25% $BEN Franklin Resources 3.23% $OLMA Olema Pharmaceuticals 2.84% $ALGM Allegro MicroSystems 2.47% https://twitter.com/i/web/status/2017380602081693919 https://twitter.com/i/web/status/2017380602081693919" [X Link](https://x.com/allday_stocks/status/2017380602081693919) 2026-01-30T23:33Z [----] 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](https://x.com/allday_stocks/status/2017920678515577146) 2026-02-01T11:19Z [----] 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](https://x.com/allday_stocks/status/2018171560612221213) 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](https://x.com/allday_stocks/status/2018280287298326621) 2026-02-02T11:08Z [----] 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 $DOC Healthpeak Properties" [X Link](https://x.com/allday_stocks/status/2018429056799178912) 2026-02-02T20:59Z [----] followers, [----] engagements "$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](https://x.com/allday_stocks/status/2018432148663914519) 2026-02-02T21:11Z [----] 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 $200M Nasdaq JPM Belgian Phase [--] biotech developing TGF-" [X Link](https://x.com/allday_stocks/status/2018436464023851096) 2026-02-02T21:28Z [----] followers, [----] engagements "$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](https://x.com/allday_stocks/status/2018577943677530462) 2026-02-03T06:50Z [----] followers, [---] engagements "📊 Pre-Market Movers Feb [--] 🟢 Gainers $TER Teradyne +20.1% $DVA DaVita +17.9% $WWD Woodward +15.5% $WULF TeraWulf +10.6% $PLTR Palantir Technologies +10.3% $EXK Endeavour Silver +9.7% $CDE Coeur Mining +9.5% $HYMC Hycroft Mining +9.3% $HL Hecla Mining +9.0% $PAAS Pan American Silver +8.9% 🔴 Losers $RMBS Rambus 15.8% $VIST Vista Energy 8.4% $FN Fabrinet 6.1% $NXPI NXP Semiconductors 6.1% $MTG MGIC Investment 4.9% $ASH Ashland 4.7% $ACAD ACADIA Pharmaceuticals 4.3% $SLNO Soleno Therapeutics 4.2% $WPP WPP 3.8% $TU TELUS 3.5% https://twitter.com/i/web/status/2018615473257042407" [X Link](https://x.com/allday_stocks/status/2018615473257042407) 2026-02-03T09:20Z [----] followers, [---] engagements "$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; $2.0B repurchased in FY25 (8% shares YoY) FY26 Outlook: CV expected to accelerate through [----] 💬 Q4 results beat expectations with resilient CV margin improvement at EBITDA level and continued aggressive capital return despite softer GAAP earnings and cash flow." [X Link](https://x.com/allday_stocks/status/2018641140455510141) 2026-02-03T11:02Z [----] followers, [----] engagements "$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 $10B buyback program through [----] and guided to steady organic revenue growth for [----] despite mixed regional trends. https://twitter.com/i/web/status/2018641391363006772" [X Link](https://x.com/allday_stocks/status/2018641391363006772) 2026-02-03T11:03Z [----] followers, [---] engagements "$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$1.5B 💬 [----] pressured by weak crush margins and biofuel policy uncertainty; management expects a more constructive [----] driven by improving trade flows policy clarity cost savings and continued strength in Nutrition. https://twitter.com/i/web/status/2018641840132522485" [X Link](https://x.com/allday_stocks/status/2018641840132522485) 2026-02-03T11:04Z [----] followers, [---] engagements "$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$5.15 FY2026 Adj. Gross Margin: 82% (Est. 81.8%) Note: [----] guidance excludes any China Gardasil sales 💬 Q4 beat revenue expectations with strength in Keytruda and Gardasil; [----] outlook signals margin expansion but conservative revenue assumptions." [X Link](https://x.com/allday_stocks/status/2018650380796600594) 2026-02-03T11:38Z [----] followers, [---] engagements "$ETN Eaton Q4 [----] Earnings & [----] Guidance EPS (GAAP): $2.91 (+19% YoY) EPS (Adj.): $3.33 (+18% YoY) Revenue: $7.1B (+13% YoY record) Segment Margin: 24.9% (record above guidance) Orders / Backlog: Electrical orders +16% (12-mo avg) backlog +29%; Aerospace backlog +16% FCF: $1.6B (record +17% YoY) FY2025 EPS: $10.45 Adj. EPS: $12.07 (both record) FY2026 EPS Guide: $11.57$12.07 FY2026 Adj. EPS Guide: $13.00$13.50 FY2026 Organic Growth: 79% FY2026 Segment Margin: 24.625.0% 💬 Record quarter driven by data center demand and Aerospace strength; accelerating orders expanding backlog and confident" [X Link](https://x.com/allday_stocks/status/2018650597981815246) 2026-02-03T11:39Z [----] followers, [---] engagements "$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: $5.70 per barrel 💬 Q4 results materially beat expectations driven by strong refining margins and disciplined cost control. https://twitter.com/i/web/status/2018650795273601114 https://twitter.com/i/web/status/2018650795273601114" [X Link](https://x.com/allday_stocks/status/2018650795273601114) 2026-02-03T11:40Z [----] followers, [---] engagements "$HPQ HP Inc names Bruce Broussard Interim CEO Q1 Adj. EPS (reaffirmed): $0.73$0.81 (Est. $0.77) FY2026 Adj. EPS (reaffirmed): $2.90$3.20 (Est. $3.06) 💬 Leadership change announced with outlook unchanged for Q1 and FY2026" [X Link](https://x.com/allday_stocks/status/2018667981388321233) 2026-02-03T12:48Z [----] followers, [---] engagements "Western Digital Authorizes Additional $4.0 Billion of Share Repurchases $WDC" [X Link](https://x.com/allday_stocks/status/2018671539223142793) 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](https://x.com/allday_stocks/status/2018707091846812072) 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](https://x.com/allday_stocks/status/2018710062043222241) 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](https://x.com/allday_stocks/status/2018710194654413284) 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](https://x.com/allday_stocks/status/2018714400568267243) 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](https://x.com/allday_stocks/status/2018717232583565583) 2026-02-03T16:04Z [----] 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% $BLTE Belite Bio +11.0% Strength concentrated in materials/mining industrials/aerospace and selective biotech names. https://twitter.com/i/web/status/2018739102997180897 https://twitter.com/i/web/status/2018739102997180897" [X Link](https://x.com/allday_stocks/status/2018739102997180897) 2026-02-03T17:31Z [----] followers, [---] engagements "$AMGN Amgen Q4 & FY [----] Earnings GAAP EPS (FY): $14.23 (up 88% YoY) Total Revenue (FY): $36.8B (up 10% YoY) Product Sales (FY): $35.15B Free Cash Flow: $8.1B Otezla Impairment: $1.2B Summary: Amgen reported a 10% increase in full-year revenue driven by strong growth in Repatha TEZSPIRE and UPLIZNA; however results were tempered by a $1.2 billion Otezla impairment and significant declines in legacy products such as Enbrel. https://twitter.com/i/web/status/2018792489142902833 https://twitter.com/i/web/status/2018792489142902833" [X Link](https://x.com/allday_stocks/status/2018792489142902833) 2026-02-03T21:03Z [----] followers, [---] engagements "$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 $4.8B via AT&T transaction Q4 revenue slightly missed estimates but Adj. EPS significantly outperformed. Completed AT&T transaction strengthens the balance sheet reducing interest expense by 45% as the company shifts focus toward enterprise AI and network modernization. https://twitter.com/i/web/status/2018793063959728336" [X Link](https://x.com/allday_stocks/status/2018793063959728336) 2026-02-03T21:05Z [----] followers, [---] engagements "$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. $1.64) https://twitter.com/i/web/status/2018793226321240122 https://twitter.com/i/web/status/2018793226321240122" [X Link](https://x.com/allday_stocks/status/2018793226321240122) 2026-02-03T21:06Z [----] followers, [---] engagements "$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 $55 billion acquisition by an investor consortium expected to conclude in early [----]. https://twitter.com/i/web/status/2018794175207186704" [X Link](https://x.com/allday_stocks/status/2018794175207186704) 2026-02-03T21:10Z [----] followers, [---] engagements "$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: $10.31B Highlights: Chubb reported record results for both the fourth quarter and the full year [----] driven by strong premium growth and excellent underwriting performance. The P&C combined ratio reached historic lows of 81.2% for the quarter and 85.7% for the full year indicating high profitability in its core business. https://twitter.com/i/web/status/2018795348651585747" [X Link](https://x.com/allday_stocks/status/2018795348651585747) 2026-02-03T21:14Z [----] followers, [---] engagements "$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](https://x.com/allday_stocks/status/2018796737620557908) 2026-02-03T21:20Z [----] followers, [---] engagements "After-Hours Movers Feb [--] 🟢 Gainers $SLAB (Silicon Labs) +34.32% $ENPH (Enphase) +19.29% $LITE (Lumentum) +11.24% $COHR (Coherent) +8.05% $MTCH (Match Group) +7.79% $SMCI (Super Micro) +7.18% $DOX (Amdocs) +6.73% $BAM (Brookfield AM) +5.47% $TTWO (Take-Two) +5.39% $SKY (Champion Homes) +5.22% $CIEN (Ciena) +4.87% $COLM (Columbia Sportswear) +4.36% $AKO.A (Aje Group) +4.17% $AMGN (Amgen) +3.99% $CNXC (Concentrix) +3.97% 🔴 Losers $INTA (Intapp) 15.45% $VRNS (Varonis) 11.42% $MRCY (Mercury Systems) 10.80% $LASR (nLIGHT) 8.66% $RNR (RenaissanceRe) 6.64% $AMD (AMD) 6.11% $SEI (Solaris Energy)" [X Link](https://x.com/allday_stocks/status/2018809006265954521) 2026-02-03T22:09Z [----] followers, [----] engagements "Overnight Movers Feb [--] Top Gainers $ENPH Enphase Energy +20.93% $LITE Lumentum +10.38% $SMCI Super Micro Computer +9.53% $NXT Nextracker +8.47% $COHR Coherent +6.76% Top Losers $METC Ramaco Resources -8.30% $LASR nLIGHT -7.78% $AMD Advanced Micro Devices -7.13% $CMG Chipotle Mexican Grill -6.46% $CAVA CAVA Group -4.43% https://twitter.com/i/web/status/2018946122614534617 https://twitter.com/i/web/status/2018946122614534617" [X Link](https://x.com/allday_stocks/status/2018946122614534617) 2026-02-04T07:14Z [----] followers, [---] engagements "$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 $1.8B (close expected H1 2026) 💬 Sales declined slightly but margins expanded and cash generation improved; CAM divestiture set to simplify the portfolio. https://twitter.com/i/web/status/2019003638333542874 https://twitter.com/i/web/status/2019003638333542874" [X Link](https://x.com/allday_stocks/status/2019003638333542874) 2026-02-04T11:02Z [----] followers, [---] engagements "$ENPH Enphase Energy RBC Capital upgrades to Outperform 📈 PT $54 Current $46.3 (Upside 17%) Upgrade based on expected market recovery Anticipated market share gains in residential and commercial segments" [X Link](https://x.com/allday_stocks/status/2019008050598645981) 2026-02-04T11:20Z [----] followers, [---] engagements "$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 $1.7B https://twitter.com/i/web/status/2019008794194244005 https://twitter.com/i/web/status/2019008794194244005" [X Link](https://x.com/allday_stocks/status/2019008794194244005) 2026-02-04T11:23Z [----] followers, [---] engagements "$AMD Advanced Micro Devices Evercore ISI reiterates Outperform 📈 PT $328 Current $221 (Upside 48%) Price target raised on data center growth" [X Link](https://x.com/allday_stocks/status/2019011536304443574) 2026-02-04T11:33Z [----] followers, [---] engagements "$CTSH Cognizant Q4 & FY2025 Earnings Q4 Revenue: $5.33B (+4.9% YoY) FY Revenue: $21.11B (+7.0% YoY) FY Operating Margin: 16.1% GAAP 15.8% Adj. EPS (FY): $5.28 Adj. (+11%) $4.56 GAAP (+1%) Bookings (TTM): $28.4B Capital Return: $2.0B in [----] $1.6B planned for [----] 💬 Solid revenue growth margin stability and continued shareholder returns. https://twitter.com/i/web/status/2019012357750440446 https://twitter.com/i/web/status/2019012357750440446" [X Link](https://x.com/allday_stocks/status/2019012357750440446) 2026-02-04T11:37Z [----] followers, [---] engagements "$GEHC GE HealthCare BTIG reiterates Buy 📈 PT $91 Current $84 (Upside 8%) Price target raised following Q4 [----] results" [X Link](https://x.com/allday_stocks/status/2019118092140573164) 2026-02-04T18:37Z [----] followers, [---] engagements "$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$75M" [X Link](https://x.com/allday_stocks/status/2019154804313112816) 2026-02-04T21:03Z [----] followers, [---] engagements "$GOOGL Alphabet Q4 Earnings Beat Revenue: $113.83B (Est. $111.48B) 🟢 EPS: $2.82 (Est. $2.64) 🟢 YoY: EPS +31% Revenue +18% QoQ: EPS -2% Revenue +11%" [X Link](https://x.com/allday_stocks/status/2019154966758252996) 2026-02-04T21:03Z [----] followers, [---] engagements "$ELF e.l.f. Beauty Q3 FY2026 Earnings + Outlook Raised Revenue (Q3): $489.5M (+38% YoY) GAAP EPS (Q3): $0.65 Adj. EPS (Q3): $1.24 Adj. EBITDA (Q3): $123.0M (25% margin +79% YoY) 9M Revenue: $1.19B (+21% YoY) 9M Adj. EPS: $2.81 9M Adj. EBITDA: $276.3M (23% margin) FY2026 Outlook (Raised): Net Sales: $1.60B$1.61B (from $1.55B$1.57B) Adj. EBITDA: $323M$326M (from $302M$306M) Adj. EPS: $3.05$3.10 (from $2.80$2.85) https://twitter.com/i/web/status/2019155496658473142 https://twitter.com/i/web/status/2019155496658473142" [X Link](https://x.com/allday_stocks/status/2019155496658473142) 2026-02-04T21:05Z [----] followers, [----] engagements "$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$1.84B Q3 Adj. Gross Margin Guide: 38.5%40.5% Demand remains strong in datacenter and communications https://twitter.com/i/web/status/2019155861000585347 https://twitter.com/i/web/status/2019155861000585347" [X Link](https://x.com/allday_stocks/status/2019155861000585347) 2026-02-04T21:07Z [----] followers, [----] engagements "$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](https://x.com/allday_stocks/status/2019156043901895132) 2026-02-04T21:08Z [----] followers, 13.4K engagements "McKesson Corporation Reports Fiscal [----] Third Quarter Results and Raises Full Year Adjusted EPS Guidance $MCK" [X Link](https://x.com/allday_stocks/status/2019156837996896461) 2026-02-04T21:11Z [----] followers, [---] engagements "$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$810M FY26 Revenue Growth: +15% to +20% https://twitter.com/i/web/status/2019157133057749060 https://twitter.com/i/web/status/2019157133057749060" [X Link](https://x.com/allday_stocks/status/2019157133057749060) 2026-02-04T21:12Z [----] followers, [---] engagements "$CPAY Corpay Q4 [----] Earnings Beat EPS: $6.04 vs $5.94 est. (+1.68% beat) +12.7% YoY Revenue: $1.25B vs $1.23B est. (+1.63% beat) +20.7% YoY" [X Link](https://x.com/allday_stocks/status/2019157390948536579) 2026-02-04T21:13Z [----] followers, [---] engagements "$CCK Crown Holdings Q4 [----] Earnings Beat Revenue: $3.13B (Est. $2.99B) 🟢 EPS: $1.74 (Est. $1.70) 🟢 💬 Revenue and earnings both exceeded expectations with solid year-over-year growth" [X Link](https://x.com/allday_stocks/status/2019157431272517684) 2026-02-04T21:13Z [----] followers, [---] engagements "$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: $3.6B holding company cash 💬 Strong adjusted earnings growth record RIS sales and disciplined expense control despite GAAP volatility from market impacts." [X Link](https://x.com/allday_stocks/status/2019158065094754349) 2026-02-04T21:16Z [----] followers, [---] engagements "$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$2.01 💬 Margin expansion driven by pricing mix and cost discipline; volume softness persists in Motive Power but underlying earnings power ex tax credits remains strong. https://twitter.com/i/web/status/2019158127363649751" [X Link](https://x.com/allday_stocks/status/2019158127363649751) 2026-02-04T21:16Z [----] followers, [---] engagements "$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](https://x.com/allday_stocks/status/2019158361543979398) 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% $ENS EnerSys 4.15% https://twitter.com/i/web/status/2019160173730775294 https://twitter.com/i/web/status/2019160173730775294" [X Link](https://x.com/allday_stocks/status/2019160173730775294) 2026-02-04T21:24Z [----] followers, [---] engagements "$SNEX StoneX Group Q1 Earnings Beat EPS: $2.50 vs $1.85 est. 🟢 Revenue: $1.44B vs $1.13B est. 🟢" [X Link](https://x.com/allday_stocks/status/2019161951063142873) 2026-02-04T21:31Z [----] followers, [---] engagements "Cipher Mining Inc. Announces Pricing of $2.0 Billion of Senior Secured Notes $CIFR" [X Link](https://x.com/allday_stocks/status/2019169396959371562) 2026-02-04T22:01Z [----] followers, [---] engagements "$CI The Cigna Group Strong Q4 & FY2025 Results Dividend Raised [----] Outlook Set FY2025 Revenue: $274.9B (+11% YoY) Adj. Operating Income: $8.0B ($29.84 EPS) Net Income (Shareholders): $6.0B ($22.18 EPS) Dividend: quarterly dividend increased to $1.56/share Buybacks: 11.9M shares repurchased for $3.6B FY2026 Outlook: Adj. Revenue: $280.0B Adj. Operating Income: $7.95B ($30.25 EPS) 💬 Results reflect solid top-line growth disciplined capital return and stable earnings power heading into [----]. https://twitter.com/i/web/status/2019366129232212017" [X Link](https://x.com/allday_stocks/status/2019366129232212017) 2026-02-05T11:02Z [----] followers, [---] engagements "$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$4.16 Capital & Operations Highlights: Continued large-scale grid and generation investments (solar transmission gas conversion) Data center load growth and new strategic partnerships to support long-term demand Ongoing wildfire-related" [X Link](https://x.com/allday_stocks/status/2019367150973018243) 2026-02-05T11:07Z [----] followers, [---] engagements "$WMS Advanced Drainage Systems Q3 FY2026 Results Buyback Authorization Increased Q3 Revenue: $693.4M (+0.4% YoY) Q3 Net Income: $94.0M (+14.3%) Q3 EPS: $1.19 Adj. EPS: $1.27 Adj. EBITDA: $209.2M (+9.3%) Margin: 30.2% YTD FY2026 Revenue: $2.4B (+3.7%) YTD EPS: $5.02 Adj. EPS: $5.20 YTD Adj. EBITDA: $774.9M (+8.8%) Capital Return: New $1.0B share repurchase authorization Total authorization: $1.148B FY2026 Outlook (Updated): Revenue: $2.99B$3.04B Adj. EBITDA: $930M$960M CapEx: $250M https://twitter.com/i/web/status/2019376631396045300 https://twitter.com/i/web/status/2019376631396045300" [X Link](https://x.com/allday_stocks/status/2019376631396045300) 2026-02-05T11:44Z [----] followers, [---] engagements "Pre-Market Movers Feb [--] Top Gainers $TSEM Tower Semiconductor +18.38% $SITM SiTime +13.81% $ALGN Align Technology +10.58% $NIO NIO +9.91% $KLIC Kulicke & Soffa +9.57% Top Losers $FLNC Fluence Energy -16.07% $RAL Ralliant -14.73% $QCOM Qualcomm -10.03% $EL Este Lauder -9.83% $CARR Carrier -9.52% https://twitter.com/i/web/status/2019376871025045536 https://twitter.com/i/web/status/2019376871025045536" [X Link](https://x.com/allday_stocks/status/2019376871025045536) 2026-02-05T11:45Z [----] followers, [---] engagements "TOWER SEMICONDUCTOR NVIDIA PARTNER ON DATA CENTER PHOTONICS $TSEM $NVDA" [X Link](https://x.com/allday_stocks/status/2019381806219563217) 2026-02-05T12:05Z [----] followers, [---] engagements "$MCK McKesson Jefferies reiterates Buy 📈 PT $1065 Current $835 (Upside 28%) Company seen as undervalued at current levels Solid quarterly execution supports confidence Growth opportunities in specialty pharma and MSO channels" [X Link](https://x.com/allday_stocks/status/2019383000132157831) 2026-02-05T12:10Z [----] followers, [---] engagements "$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 $275M https://twitter.com/i/web/status/2019388724195275242 https://twitter.com/i/web/status/2019388724195275242" [X Link](https://x.com/allday_stocks/status/2019388724195275242) 2026-02-05T12:32Z [----] followers, [---] engagements "$FPS IPO: Forgent Power Solutions started trading today. Currently up +1.2%" [X Link](https://x.com/allday_stocks/status/2019488275589693736) 2026-02-05T19:08Z [----] followers, [---] engagements "$IREN Q2 FY26 Earnings Preview (After Market Feb 5) Consensus: EPS -$0.24 Revenue $228M Stock -12.4% into print Estimates trending down (EPS 25% in [--] months) Key focus points Execution on $9.7B Microsoft AI cloud deal (deployment timing Childress TX) Capex & cash burn (GPU spend $5.8B over time) Revenue mix shift from Bitcoin mining AI infrastructure Street view [--] Buy avg PT $84.85 (90% upside from $45) H.C. Wainwright: most levered AI infra play among miners Why it matters Transition story still intact but market wants proof of execution Stock 35% below Nov highs earnings could reset" [X Link](https://x.com/allday_stocks/status/2019515031675609502) 2026-02-05T20:54Z [----] 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 $ILMN" [X Link](https://x.com/allday_stocks/status/2019516159960522912) 2026-02-05T20:59Z [----] followers, [----] engagements "$MSTR Strategy Inc. Earnings Miss (Q4 2025) Revenue: $122.99M (Est. $118.47M) 🟢 EPS: -$42.93 (Est. -$20.99) 🔻 YoY EPS: -1316.5% YoY Revenue: +1.9% 💬 Revenue beat expectations but earnings swung sharply lower driven by significant non-operational impacts tied to Bitcoin holdings and valuation effects. https://twitter.com/i/web/status/2019516899474735572 https://twitter.com/i/web/status/2019516899474735572" [X Link](https://x.com/allday_stocks/status/2019516899474735572) 2026-02-05T21:02Z [----] followers, [----] engagements "$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 $1B cloud revenue quarter; strong enterprise momentum and durable backlog growth. https://twitter.com/i/web/status/2019517758979833896 https://twitter.com/i/web/status/2019517758979833896" [X Link](https://x.com/allday_stocks/status/2019517758979833896) 2026-02-05T21:05Z [----] followers, [----] engagements "$ARW Arrow Electronics Q4 & FY2025 Earnings Q4 Revenue: $8.75B (+20% YoY) above high end of guidance Q4 EPS: $3.75 Non-GAAP EPS: $4.39 (both beats) FY Revenue: $30.9B (+10% YoY) FY EPS: $10.93 Non-GAAP EPS: $11.02 Strength across Global Components (+22% YoY) and ECS (+16% YoY) AI cloud & datacenter demand driving momentum Q126 Guide: EPS $2.70$2.90 (Non-GAAP) 💬 Early-cycle recovery signals with improving margins and disciplined execution. https://twitter.com/i/web/status/2019517839997317240 https://twitter.com/i/web/status/2019517839997317240" [X Link](https://x.com/allday_stocks/status/2019517839997317240) 2026-02-05T21:05Z [----] followers, [---] engagements "$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$2.41 https://twitter.com/i/web/status/2019518054053396846 https://twitter.com/i/web/status/2019518054053396846" [X Link](https://x.com/allday_stocks/status/2019518054053396846) 2026-02-05T21:06Z [----] followers, [---] engagements "$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$3.75B (net of partner contributions) 💬 Strong topline growth solid bookings momentum and clear [----] visibility as AI-driven data center demand remains robust. https://twitter.com/i/web/status/2019519309265928225 https://twitter.com/i/web/status/2019519309265928225" [X Link](https://x.com/allday_stocks/status/2019519309265928225) 2026-02-05T21:11Z [----] followers, [---] engagements "$ILMN Illumina Q4 & FY2025 Earnings Q4 Revenue: $1.16B (+5% YoY) ex-China $1.10B (+8%) Q4 EPS: $2.16 GAAP $1.35 non-GAAP FY2025 Revenue: $4.34B (flat YoY) FY EPS: $5.45 GAAP $4.84 non-GAAP Key updates: Completed SomaLogic acquisition Launched Billion Cell Atlas China: MOFCOM export ban lifted for sequencers (still on Unreliable Entities List) FY2026 Guidance: Revenue: $4.5B$4.6B Non-GAAP EPS: $5.05$5.20 https://twitter.com/i/web/status/2019519625114054783 https://twitter.com/i/web/status/2019519625114054783" [X Link](https://x.com/allday_stocks/status/2019519625114054783) 2026-02-05T21:12Z [----] followers, [---] engagements "Affirm and Wayfair expand partnership to the UK and Canada $AFRM $W" [X Link](https://x.com/allday_stocks/status/2019520456169254967) 2026-02-05T21:16Z [----] followers, [---] engagements "$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 $100M (selective adds only) 💬 Management cites inventory reduction progress stronger starting backlog and continued push toward 65% long-term gross margin target." [X Link](https://x.com/allday_stocks/status/2019520738894414135) 2026-02-05T21:17Z [----] followers, [---] engagements "$COUR Coursera Beats Revenue EPS In-Line Revenue: $196.9M (Est. $191.8M) 🟢 EPS: $0.06 (Est. $0.06) ⚪ 💬 Revenue growth offset by lower YoY EPS results largely driven by topline strength" [X Link](https://x.com/allday_stocks/status/2019521070811021435) 2026-02-05T21:18Z [----] followers, [---] engagements "$AFRM Affirm Earnings Beat Revenue: $1.123B (Est. $1.06B) 🟢 EPS: $0.37 (Est. $0.27) 🟢 YoY: EPS +61% Revenue +30% 💬 Affirm delivered a strong double beat on both earnings and revenue with solid year-over-year growth" [X Link](https://x.com/allday_stocks/status/2019521563331321978) 2026-02-05T21:20Z [----] followers, [---] engagements "$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$475M 💬 Record FY revenue driven by AI data center demand; outlook implies strong acceleration in [----]. https://twitter.com/i/web/status/2019521729866133667 https://twitter.com/i/web/status/2019521729866133667" [X Link](https://x.com/allday_stocks/status/2019521729866133667) 2026-02-05T21:21Z [----] followers, [----] engagements "$MOH Molina Healthcare Q4 Loss; Cuts FY2026 Outlook Revenue: $11.38B (Q4) $45.43B (FY) EPS (Adjusted): -$2.75 (Q4) $11.03 (FY) Medical Care Ratio: 94.6% (Q4) 91.7% (FY) Guidance (FY2026): Premium Revenue: $42.2B EPS (Adjusted): $5.00 EPS (GAAP): $3.20 💬 Q4 hit by retroactive revenue adjustments and elevated medical costs; [----] flagged as trough year with pressured margins. https://twitter.com/i/web/status/2019522329550655958 https://twitter.com/i/web/status/2019522329550655958" [X Link](https://x.com/allday_stocks/status/2019522329550655958) 2026-02-05T21:23Z [----] 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% $ILMN Illumina 4.85% https://twitter.com/i/web/status/2019523685607174435 https://twitter.com/i/web/status/2019523685607174435" [X Link](https://x.com/allday_stocks/status/2019523685607174435) 2026-02-05T21:29Z [----] followers, [----] engagements "$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$1.38B 💬 Solid Q4 execution and capacity expansion with steady growth outlook for [----]. https://twitter.com/i/web/status/2019528236535840972 https://twitter.com/i/web/status/2019528236535840972" [X Link](https://x.com/allday_stocks/status/2019528236535840972) 2026-02-05T21:47Z [----] followers, [---] engagements "$SNOW Snowflake Jefferies reiterates Buy 📈 PT $300 Current $159 (Upside 89%) Deeply mispriced Top Pick" [X Link](https://x.com/allday_stocks/status/2019707783688638867) 2026-02-06T09:40Z [----] followers, [---] engagements "$VST Vistra Goldman Sachs upgrades to Buy 📈 PT $205 (from $200) Current $149 (Upside 38%) Upgrade driven by Meta PPA; GS sees 39% upside risk to [----] EBITDA if additional nuclear capacity is contracted at similar pricing Downside protection: current price implies $49/MWh future power prices vs. $58/MWh forward average limiting PPA/power price downside Valuation near trough at [---] 2027E EBITDA after pullback; fundamentals supported by hedging retail ops and capacity revenues https://twitter.com/i/web/status/2019708109283832227 https://twitter.com/i/web/status/2019708109283832227" [X Link](https://x.com/allday_stocks/status/2019708109283832227) 2026-02-06T09:41Z [----] followers, [---] engagements "$AFRM Affirm Citizens reiterates Market Outperform 📈 PT $105 Current $60.5 (Upside 74%) Strong FQ2 GMV and earnings beats; BNPL secular tailwinds support growth Selloff seen as entry opportunity despite broader tech weakness" [X Link](https://x.com/allday_stocks/status/2019721314618216507) 2026-02-06T10:34Z [----] followers, [---] engagements "$ENPH Enphase Energy Freedom Capital reiterates Hold 📈 PT $44 (from $31) Current $48 (Downside 8%) PT raised on improved Q126 revenue outlook; quarter seen as [----] trough" [X Link](https://x.com/allday_stocks/status/2019722361218699553) 2026-02-06T10:38Z [----] followers, [---] engagements "$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 $170174B; HBR 90.991.7%" [X Link](https://x.com/allday_stocks/status/2019728253229900260) 2026-02-06T11:01Z [----] followers, [---] engagements "$NWL Newell Brands Q4 & FY25 Results FY26 Outlook Q4: Revenue $1.9B (2.7% YoY); Adj. EPS $0.18 (vs. $0.16); Adj. EBITDA +11.6% YoY FY25: Revenue $7.2B (5% YoY); Adj. EPS $0.57; GAAP loss driven by impairments FY26 guide: Net sales 1% to +1%; Adj. EPS $0.54$0.60; OCF $350400M https://twitter.com/i/web/status/2019728566330515655 https://twitter.com/i/web/status/2019728566330515655" [X Link](https://x.com/allday_stocks/status/2019728566330515655) 2026-02-06T11:03Z [----] followers, [---] engagements "$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: $0.35 per share" [X Link](https://x.com/allday_stocks/status/2019730331457523726) 2026-02-06T11:10Z [----] followers, [---] engagements "$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](https://x.com/allday_stocks/status/2019730421270069373) 2026-02-06T11:10Z [----] followers, [---] engagements "Pre-Market Movers Feb [--] Top Gainers $EHC Encompass Health +18.5% $BILL Bill Holdings +15.8% $ROIV Roivant +15.2% $NVST Envista +14.5% $BE Bloom Energy +14.1% $DAVE Dave +12.2% $GLXY Galaxy Digital +10.2% $ICLR ICON +10.1% $PEGA Pegasystems +10.0% $CTRI Centuri +9.8% Top Losers $MOH Molina 32.3% $DOCS Doximity 31.5% $PI Impinj 23.7% $STLA Stellantis 23.3% $HUBG Hub Group 21.3% $COTY Coty 13.3% $SKM SK Telecom 9.7% $POWI Power Integrations 8.0% $NVT nVent 7.6% $HIMS Hims & Hers 7.4% $RXO RXO 7.2% $ILMN Illumina 6.4% $AMZN Amazon 6.3% $BBAR BBVA Argentina 6.1% $LIF Life360 5.5%" [X Link](https://x.com/allday_stocks/status/2019767385192824954) 2026-02-06T13:37Z [----] followers, [---] engagements "$FTNT Fortinet TD Cowen reiterates Buy 📈 PT $100 Current $82 (Upside 22%) 20% product revenue 18% billings; Rule-of-45 for 6th straight year SASE + SecOps momentum; [----] revenue growth guided 13%" [X Link](https://x.com/allday_stocks/status/2019771830903447651) 2026-02-06T13:55Z [----] followers, [---] engagements "$BE Bloom Energy BTIG reiterates Buy 📈 PT $165 (from $145) Current $153.9 (Upside 7%) Strong Q4 beat; FY26 guide well above Street with margin expansion Demand broad-based (data centers C&I); operating leverage from spare capacity" [X Link](https://x.com/allday_stocks/status/2019772236333236318) 2026-02-06T13:56Z [----] 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](https://x.com/allday_stocks/status/2019830294044393675) 2026-02-06T17:47Z [----] followers, [---] engagements Limited data mode. 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@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 $4.6 billion NPV.
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Social Influence
Social category influence stocks 75.86% finance 35.9% technology brands 22.92% cryptocurrencies 16.23% countries 4.87% automotive brands 4.46% exchanges #5251 financial services #1639 social networks 1.42% luxury brands 1.42%
Social topic influence revenue #182, strong #3029, q4 #103, cash flow #92, flow #1598, ai 9.13%, growth #1921, dividend #236, eps #71, health 3.65%
Top accounts mentioned or mentioned by @financejack44 @inxpensveinvest @chain_alphax @yoyoyeah_ @thetruebluedog @kh2014000 @cobratruco @mark_to_mkt @trade_velocity @grok @thekanakanative @vsia21651
Top assets mentioned Alphabet Inc Class A (GOOGL) Morgan Stanley (MS) Goldman Sachs (GS) Cloudflare, Inc. (NET) S&P Global Inc (SPGI) AppLovin Corporation (APP) Amazon.com, Inc. (AMZN) Anbio Biotechnology (NNNN) Credo Technology Group Holding Ltd (CRDO) Lyft, Inc. Class A Common Stock (LYFT) ZIM Integrated Shipping Services Ltd. (ZIM) Coeur Mining, Inc. (CDE) Western Digital Corp (WDC) Hinge Health, Inc. (HNGE) Sandisk Corporation (SNDK) Microchip Technology Inc. (MCHP) Unity Software Inc. (U) Datadog Inc (DDOG) Applied Digital Corp. (APLD) Palo Alto Networks Inc (PANW) Uber Technologies, Inc. (UBER) Micron Technology, Inc. (MU) Moderna Inc (MRNA) Shopify Inc (SHOP) QuantumScape Corporation (QS) Carvana Co. (CVNA) NVIDIA Corp. (NVDA) Roblox Corp. (RBLX) Ramaco Resources, Inc. Common Stock (METC) Enphase Energy Inc (ENPH) Tesla, Inc. (TSLA) Gartner Inc (IT) Fluence Energy, Inc. (FLNC) Cipher Mining Inc. Common Stock (CIFR) Strategy (MSTR) Bloom Energy Corporation (BE) Affirm Holdings, Inc. (AFRM)
Top Social Posts
Top posts by engagements in the last [--] hours
"$THC Tenet Strong Q4; Raises EBITDA Outlook for [----] Revenue (Q4): $5.53B (vs. $5.07B YoY) Net Income (Q4): $371M EPS (Q4): $4.22 (vs. $3.32 YoY) Adj. EPS (Q4): $4.70 (vs. $3.44 YoY) 🟢 Adj. EBITDA (Q4): $1.183B (+12.9% YoY) Adj. EBITDA Margin (Q4): 21.4% FY25 Adj. EBITDA: $4.566B (vs. $3.995B YoY) FY25 Adj. EPS: $16.78 (vs. $11.88 YoY) Guidance (FY26): Revenue: $21.5B$22.3B Adj. EBITDA: $4.485B$4.785B Adj. EPS: $16.19$18.47 Free Cash Flow: $2.94B$3.29B 💬 Tenet delivered double-digit EBITDA growth in Q4 driven by strong ambulatory and hospital performance and expects continued margin"
X Link 2026-02-11T11:54Z [----] followers, [---] engagements
"$HALO Halozyme Full-Year Revenue $1.397B Reiterates [----] Guidance Revenue: $1.397B Net Income: $316.9M (includes $284.9M acquired IPR&D) Royalties: $867.8M (+52% YoY) Cash & Equivalents: $145.4M Guidance (2026): Revenue $1.71$1.81B; Adj. EBITDA $1.125$1.205B; Non-GAAP EPS $7.75$8.25 💬 Reported record full-year revenue driven by royalty growth and reiterated strong [----] outlook. https://twitter.com/i/web/status/2023865588326813955 https://twitter.com/i/web/status/2023865588326813955"
X Link 2026-02-17T21:02Z [----] followers, [---] engagements
"📊 OVERNIGHT MOVERS February [--] [----] 🔼 Top [--] Gainers $RSI Rush Street Interactive +19.60% $BELFA Bel Fuse +14.79% $CE Celanese +8.53% $SSRM SSR Mining +7.53% $HALO Halozyme +7.22% 🔻 Top [--] Losers $ACLS Axcelis -9.31% $VECO Veeco -8.73% $APLD Applied Digital -8.40% $PANW Palo Alto Networks -7.42% $MKSI MKS Instruments -6.49% https://twitter.com/i/web/status/2024027467627782454 https://twitter.com/i/web/status/2024027467627782454"
X Link 2026-02-18T07:45Z [----] followers, [---] engagements
"$UBER Uber Guggenheim reiterates Buy cuts PT 📈 PT $125 Current $71.2 (Upside 76%) Sees attractive risk/reward after YTD underperformance Cites durable long-term growth outlook Highlights buyback upside; weakness tied to AV sentiment"
X Link 2026-02-18T12:16Z [----] 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% $HSY Hershey +7.4% https://twitter.com/i/web/status/2019441301662380241 https://twitter.com/i/web/status/2019441301662380241"
X Link 2026-02-05T16:01Z [----] followers, [---] engagements
"$ALGN Align Technology HSBC upgrades to Buy 📈 PT $200 (from $150) Current $190 (Upside 5%) Upgrade driven by direct 3D printing rollout in [----] seen as long-term margin lever Adult aligner volumes accelerating; Q4 shipments +8% YoY Despite ASP pressure and macro sensitivity EPS CAGR 89% expected over next [--] years https://twitter.com/i/web/status/2020775845502079112 https://twitter.com/i/web/status/2020775845502079112"
X Link 2026-02-09T08:24Z [----] followers, [---] engagements
"$RDDT Reddit Citizens maintains Market Outperform reiterates PT 📈 PT $300 Current $141.5 (Upside 112%) Q4 ad revenue +75% YoY; strong overall revenue growth trajectory Cites catalysts incl. Reddit Answers rollout Reddit Max adoption shopping ads AI licensing renewal Notes 2027E FCF/EV yield 6.6% (15.3x) and ongoing share buybacks https://twitter.com/i/web/status/2024075613036810372 https://twitter.com/i/web/status/2024075613036810372"
X Link 2026-02-18T10:56Z [----] followers, [---] engagements
"$PSNY Polestar launches largest model offensive in its history Four new models planned over the next three years: Polestar [--] (summer [----] deliveries) new Polestar [--] variant (Q4 [----] deliveries) next-gen Polestar [--] (early 2027) Polestar [--] compact SUV (2028) [----] outlook: low double-digit retail volume growth; retail network expansion 30% Financial guidance to be provided with FY2025 results release"
X Link 2026-02-18T11:06Z [----] followers, [---] engagements
"$EBAY eBay Q4 & FY [----] Results Q4 revenue: $3.0B (+15% reported +13% FX-neutral) Q4 GMV: $21.2B (+10%) Q4 GAAP diluted EPS (cont. ops): $1.14 Q4 non-GAAP EPS: $1.41 Capital return (Q4): $756M to stockholders Dividend: $0.31 quarterly Buyback: +$2.0B incremental repurchase authorization M&A: to acquire Depop for $1.2B; expected close Q2 [----] (subject to approvals) https://twitter.com/i/web/status/2024229724629705143 https://twitter.com/i/web/status/2024229724629705143"
X Link 2026-02-18T21:09Z [----] followers, [---] engagements
"$WY Weyerhaeuser Q4 Earnings Beat; Provides Q1 Outlook Revenue: $1.54B (Est. $1.57B) 🔻 EPS: ($0.09) (Est. ($0.13)) 🟢 Guidance: Q1 [----] EBITDA and earnings before special items expected slightly higher Q/Q; higher lumber volumes lower costs; distribution results higher Q/Q 💬 Weyerhaeuser beat EPS expectations despite a modest revenue miss and guided to sequential improvement in Q1. https://twitter.com/i/web/status/2016985900115239068 https://twitter.com/i/web/status/2016985900115239068"
X Link 2026-01-29T21:24Z [----] followers, [---] engagements
"$CDNS Cadence Q4 Beat Guides FY26 Above Street Revenue: $1.440B (Est. $1.42B) 🟢 EPS (Non-GAAP): $1.99 (Est. $1.91) 🟢 Non-GAAP Operating Margin: 45.8% FY25 Revenue: $5.297B Backlog: $7.8B Guidance (FY26): Revenue $5.9B$6.0B; Non-GAAP EPS $8.05$8.15 💬 Delivered Q4 revenue and EPS beat with record backlog and strong FY26 outlook. https://twitter.com/i/web/status/2023865818639987127 https://twitter.com/i/web/status/2023865818639987127"
X Link 2026-02-17T21:03Z [----] followers, [---] engagements
"📅 Wednesday February [--] [----] ☕ Morning Briefing 🕒 All times in Eastern Time (ET) 🔎 Overview: Macro meets a heavy earnings slate. Durable Goods Housing Starts and especially the FOMC Minutes will shape the rate narrative. At the same time major reports across semiconductors payments travel energy and gold miners could drive sharp single-stock moves. Expect data-driven volatility yields first tech second. 📊 Economic Data / Macro: 8:30 AM: U.S. Durable Goods Orders (Jan) 8:30 AM: U.S. Housing Starts (Jan) 2:00 PM: FOMC Meeting Minutes All day: $ALGM Analyst Day (Boston) All day: $NDLS"
X Link 2026-02-18T07:44Z [----] followers, [---] engagements
"Top Hedge Fund Positioning (Latest 13F Filings) Duquesne (Stan Druckenmiller): Adding exposure to $XLF $RSP and Brazil via $EWZ (+ calls) plus $GOOGL Appaloosa (David Tepper): Building stakes in $MU $EWY $META $GOOG $OC and $MU calls Pershing Square: Increasing exposure to $META and $AMZN Viking Global: Buying $GOOGL $AMZN $ICE $DKS $TMO Third Point: New/additional positions in $UNP $CMG $CEG $DHR $BABA $SPOT Whale Rock: Adding to $GOOGL $SNDK $CVNA $TTMI $FROG $MTSI $WLTH Kora Management: Rotating into $GGAL $KSPI $MELI $NBIS $SE Positioning takeaway: Clear tilt toward mega-cap tech: $GOOGL"
X Link 2026-02-18T10:36Z [----] followers, [---] engagements
"$BAESY BAE Systems flagged by Morgan Stanley and Berenberg for strong operational and financial performance Outlook points to continued growth into [----] Free cash flow exceeds consensus estimates by more than 40%"
X Link 2026-02-18T10:55Z [----] followers, [---] engagements
"$BLCO Bausch + Lomb reports Q4 and FY2025 results Q4 revenue $1.405B (+10% reported +7% CC); adj. EBITDA $326M; GAAP net loss $58M FY revenue $5.101B (+6% reported +5% CC); adj. EBITDA $858M; GAAP net loss $360M Q4 adj. EPS $0.32; FY adj. EPS $0.43 FY26 guide: revenue $5.375B$5.475B (57% CC growth); adj. EBITDA ex-IPR&D $1.00B$1.05B https://twitter.com/i/web/status/2024091779377532953 https://twitter.com/i/web/status/2024091779377532953"
X Link 2026-02-18T12:01Z [----] followers, [---] engagements
"$MRNA Moderna says FDA accepts BLA for seasonal flu vaccine mRNA-1010 PDUFA goal date set for Aug. [--] [----] Seeking full approval for adults 5064; accelerated approval for 65+ with post-marketing study Also under review in Europe Canada and Australia; potential approvals expected in [----] https://twitter.com/i/web/status/2024092577129967766 https://twitter.com/i/web/status/2024092577129967766"
X Link 2026-02-18T12:04Z [----] followers, [---] engagements
"$CRL Charles River Laboratories reports Q4 & FY25 results provides [----] outlook Q4 Revenue: $994.2M (-0.8% YoY; -2.6% organic) Q4 GAAP EPS: $(5.62) Q4 Non-GAAP EPS: $2.39 FY25 Revenue: $4.02B (-0.9%; -1.6% organic) FY25 GAAP EPS: $(2.91) FY25 Non-GAAP EPS: $10.28 [----] Guidance: Revenue: At least flat to +1.5% (reported) Organic revenue: -1.0% to at least flat GAAP EPS: $6.30$6.80 Non-GAAP EPS: $10.70$11.20 https://twitter.com/i/web/status/2024093064914964614 https://twitter.com/i/web/status/2024093064914964614"
X Link 2026-02-18T12:06Z [----] followers, [---] engagements
"$TLRY Tilray Brands Enters Exclusive Multi-Year U.S. Brewing Partnership with Carlsberg Group Exclusive U.S. licensing agreement to produce market sell and distribute Carlsberg Carlsberg Elephant [----] and Kronenbourg [----] Blanc Effective January [--] [----] Initial five-year term with automatic five-year renewal tied to performance criteria Management expects revenue accretion at commencement and improved asset utilization across brewing sourcing packaging and logistics"
X Link 2026-02-18T12:10Z [----] followers, [---] engagements
"$VRSK Verisk Q4 [----] results mixed strong FCF growth Revenue: $779M (+5.9%; OCC +5.2%) Net income: $197M (6.2%) FY Revenue: $3.07B (+6.6%; OCC +6.6%) FY Net income: $908M (5.1%) [----] FCF: $1.19B (+29.5%) Dividend: $0.50 (payable Mar [--] 2026) Buyback authorization raised to $2.5B; $1.5B ASR planned Cash flow up nearly 30% while earnings dipped classic case of margin/capital allocation dynamics mattering more than top-line optics. https://twitter.com/i/web/status/2024095994816709063 https://twitter.com/i/web/status/2024095994816709063"
X Link 2026-02-18T12:17Z [----] followers, [---] engagements
"$UPWK Upwork +9.5% after approving $300M share buyback New $300M repurchase program with no expiration date Previously repurchased 9M+ shares for $136M Investing in SMB AI and Enterprise initiatives alongside buybacks"
X Link 2026-02-18T12:29Z [----] followers, [---] engagements
"$HLF Herbalife Cristiano Ronaldo Invests in Pro2col Cristiano Ronaldo invested $7.5M for a 10% equity stake in HBL Pro2col Software LLC Investment includes commitment to provide services and sponsorship rights Pro2col: Herbalifes digital personalized wellness platform Beta rollout active in U.S. Canada Puerto Rico; EMEA expansion planned [----] Stock: +10.5% after hours"
X Link 2026-02-18T21:13Z [----] followers, [---] engagements
"$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 $360 million reserve release related to the Instinct MI308 partially offsetting prior charges tied to U.S. export controls."
X Link 2026-02-03T21:16Z [----] followers, 10.9K engagements
"$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: $2.9B cash & marketable securities Key Themes: Clear shift toward profitable growth Strong momentum in ads performance subscriptions & AR MAUs reached 946M (+6% YoY)"
X Link 2026-02-04T21:10Z [----] followers, [----] engagements
"$VSTS Vestis Q1 FY2026 Earnings Revenue: $663.4M Operating Income: $16.6M Net Income: $6.4M ($0.05 EPS) Adj. Net Income: $13.1M ($0.10 EPS) Adj. EBITDA: $70.4M (10.6% margin) Operating Cash Flow: $37.7M Free Cash Flow: $28.3M Liquidity: $316.7M FY2026 Outlook (reaffirmed): Revenue: Flat to 2% Adj. EBITDA: $285M$315M Free Cash Flow: $50M$60M 💬 Sequential improvement expected in Adj. EBITDA through FY2026 driven by cost reductions and operational transformation. https://twitter.com/i/web/status/2021193294756151689 https://twitter.com/i/web/status/2021193294756151689"
X Link 2026-02-10T12:03Z [----] followers, [---] engagements
"$LYFT Lyft Reports Record Q4 & FY2025 Results; Announces $1B Buyback; Issues Q1 Outlook Gross Bookings (Q4): $5.1B (+19% YoY) Revenue (Q4): $1.6B (+3% YoY) Net Income (Q4): $2.8B Adjusted EBITDA (Q4): $154.1M (+37% YoY) Adjusted EBITDA Margin (Q4): 3.0% Gross Bookings (FY2025): $18.5B (+15% YoY) Revenue (FY2025): $6.3B (+9% YoY) Net Income (FY2025): $2.8B Adjusted EBITDA (FY2025): $528.8M Free Cash Flow (FY2025): $1.12B Active Riders (Q4): 29.2M (+18% YoY) Rides (FY2025): 945.5M (+14% YoY) Share Repurchase Authorization: $1.0B Q1 [----] Gross Bookings Guide: $4.86B$5.00B Q1 [----] Adjusted EBITDA"
X Link 2026-02-10T21:06Z [----] followers, [---] engagements
"$LEU Centrus Q4 & FY2025 Results; Issues [----] Guidance Revenue (FY2025): $448.7M Net Income (FY): $77.8M Gross Profit (FY): $117.5M Unrestricted Cash: $2.0B Backlog: $3.8B total $2.3B contingent LEU HALEU: [--] kg enriched; domestic centrifuge manufacturing initiated DOE: Selected for up to $900M HALEU task order (pending negotiation) [----] Revenue Guide: $425M$475M https://twitter.com/i/web/status/2021349145647231070 https://twitter.com/i/web/status/2021349145647231070"
X Link 2026-02-10T22:22Z [----] followers, [---] engagements
"$SHOP Shopify FY25 +30% Revenue; $2B Buyback Authorized Revenue (Q4): $3.67B (+31% YoY) 🟢 Revenue (FY25): $11.6B (+30% YoY) 🟢 GMV (FY25): $378.4B (+29% YoY) 🟢 Operating Income (FY25): $1.47B Free Cash Flow (FY25): $2.0B (17% margin) Free Cash Flow Margin (Q4): 19% MRR: $205M Capital Allocation: $2B share repurchase authorization Guidance (Q126): Revenue growth: Low-30% YoY FCF margin: Low-to-mid teens 💬 Shopify exits [----] with 30%+ revenue growth expanding profitability and strong cash generation guiding continued low-30% growth into early 2026."
X Link 2026-02-11T12:07Z [----] followers, [----] engagements
"$TPH Tri Pointe Homes Sumitomo Forestry to Acquire for $47/share 💰 All-cash deal at $47.00 per share Transaction value: $4.5B 29% premium to Feb [--] close 42% premium to 90-day VWAP Expected close: Q2 [----] (subject to shareholder approval) Current pre-market: +26.6% https://twitter.com/i/web/status/2022278737874534515 https://twitter.com/i/web/status/2022278737874534515"
X Link 2026-02-13T11:56Z [----] followers, [---] engagements
"$ETOR eToro Q4 [----] results Revenue: $3.87B (Est. $217.96M) 🟢 EPS: $0.71 (Est. $0.60) 🟢 💬 Beat on both revenue and EPS; YoY revenue 33.7% EPS 10.1%"
X Link 2026-02-17T12:31Z [----] followers, [---] engagements
"Todays Leaders Feb [--] $MASI Masimo +34.31% $ZIM ZIM Integrated Shipping +25.10% $ETOR eToro +17.19% $ENLT Enlight Renewable Energy +16.10% $KNF Knife River +16.05% $LU Lufax +15.56% $NESR National Energy Services +13.87% $NCLH Norwegian Cruise Line +13.29% $WING Wingstop +13.08% $LITE Lumentum +11.99% $KD Kyndryl +11.19% $IRON Disc Medicine +11.01% $TWST Twist Bioscience +10.57% $RXO RXO +10.51% $ONDS Ondas +10.32% $PACS PACS Group +10.00% $WAY Waystar +9.50% $GBTG Global Business Travel +8.80% $SON Sonoco Products +8.58% https://twitter.com/i/web/status/2023846098184376456"
X Link 2026-02-17T19:44Z [----] followers, [---] engagements
"EARNINGS AFTER TODAYS CLOSE $PANW $HL $CDNS $DVN $EQT $HALO $MKSI $SSRM $KVUE $CE $HUN $ACLS $FF $EXE $NNE $CZR $RBA $ROG $TCMD $IAG $PBI $GKOS"
X Link 2026-02-17T20:59Z [----] followers, [---] engagements
"$CZR Caesars Q4 Revenue $2.9B Digital EBITDA Surges Revenue: $2.916B Net Income: -$250M Same-Store Adj. EBITDA: $901M Caesars Digital Adj. EBITDA: $85M (vs. $20M YoY) FY25 Revenue: $11.486B FY25 Net Loss: -$502M 💬 Q4 EBITDA growth driven by strong Digital performance despite GAAP net loss. https://twitter.com/i/web/status/2023866157405450710 https://twitter.com/i/web/status/2023866157405450710"
X Link 2026-02-17T21:04Z [----] followers, [---] engagements
"$EQT EQT Q4 EPS $0.90 Revenue $2.10B Revenue: $2.10B (Est. $2.16B) 🔻 EPS: $0.90 (Est. $0.76) 🟢 💬 Reported strong EPS beat but slight revenue miss versus expectations"
X Link 2026-02-17T21:35Z [----] followers, [---] engagements
"After Hours Movers Feb [--] 🟢 Gainers $CE Celanese +8.33% $RSI Rush Street Interactive +6.97% $SSRM SSR Mining +6.06% $PACS PACS Group +4.97% $HALO Halozyme +4.58% $AMRZ Amrize +4.57% $CDNS Cadence Design Systems +4.01% $ADMA ADMA Biologics +3.70% $ETSY Etsy +3.70% $CNH CNH Industrial +3.28% $NYT New York Times +3.23% $SNPS Synopsys +3.09% $STLD Steel Dynamics +3.02% $RXO RXO +2.90% $IMVT Immunovant +2.74% 🔴 Losers $VECO Veeco Instruments -12.63% $ACLS Axcelis Technologies -10.05% $MKSI MKS Instruments -7.31% $UGP Ultrapar Participaes -7.17% $ANET Arista Networks -5.88% $APLD Applied Digital"
X Link 2026-02-17T21:48Z [----] followers, [---] engagements
"$KVUE Kenvue Q4 Mixed FY Sales Decline Q4 Revenue: +3.2% YoY (Organic +1.2%) Q4 EPS: $0.17 (Adj. $0.27) FY Revenue: -2.1% (Organic -2.2%) FY EPS: $0.76 (Adj. $1.08) FCF: $1.7B (vs $1.3B prior year) Net Debt: $7.4B (Debt $8.5B Cash $1.1B) No [----] guidance due to pending $KMB transaction 💬 Q4 showed modest organic growth and margin stability but full-year sales contracted on volume declines. Cash flow improved meaningfully. Strategic focus now shifts to the Kimberly-Clark merger closing in 2H26. https://twitter.com/i/web/status/2023879726553575624"
X Link 2026-02-17T21:58Z [----] followers, [---] engagements
"Anthropic to spend at least $80B on $AMZN $GOOGL and $MSFT cloud services through [----] to power Claude AI The Information"
X Link 2026-02-18T07:54Z [----] followers, [---] engagements
"$FVRR Fiverr reports Q4 results EPS: $0.86 (Est. $0.74) 🟢 Revenue: $107.2M (Est. $108.98M) 🔻 💬 Beat on EPS revenue missed estimates"
X Link 2026-02-18T07:58Z [----] followers, [---] engagements
"$ADI Analog Devices reports fiscal Q1 [----] results Revenue $3.16B (+30% YoY); gross margin 64.7% (+570 bps); operating income $997M (+103%) TTM operating cash flow $5.05B (43% of revenue); FCF $4.56B (39%) Returned $1.0B to shareholders; dividend raised 11% to $1.10 Q2 FY26 guide: revenue $3.5B $0.1B; operating margin 36.4% [---] bps; adj. EPS $2.88 $0.15"
X Link 2026-02-18T12:02Z [----] followers, [---] engagements
"$NBIS Nebius Group Compass Point initiates Buy 📈 PT $150 Current $99.5 (Upside 51%) Clean reset following Yandex divestiture Positioned as full-stack AI infrastructure platform Software + execution viewed as core moat"
X Link 2026-02-18T12:10Z [----] followers, [---] engagements
"$LLY Lilly Taltz + Zepbound Combo Shows Superior Psoriasis Outcomes Phase 3b TOGETHER-PsO met primary endpoint at [--] weeks 27.1% on combo achieved PASI [---] plus 10% weight loss Versus 5.8% for Taltz monotherapy Complete skin clearance: 40.6% combo vs 29.0% Taltz alone Trial enrolled [---] adults with average BMI [--] kg/m Safety profile consistent with known Taltz and Zepbound data 61% of U.S. psoriasis patients have obesity or are overweight"
X Link 2026-02-18T12:11Z [----] followers, [---] engagements
"$SEDG SolarEdge Q4 [----] results show margin recovery narrowing losses Revenue: $335.4M (1.4% QoQ) Non-GAAP gross margin: 23.3% (vs. 18.8% QoQ) Non-GAAP net loss: $8.2M (vs. $18.3M QoQ) FY Revenue: $1.18B (+31% YoY) FY FCF: $76.9M (vs. $421.5M in 2024) Q126 guide: Revenue $290M$320M; Non-GAAP GM 2024% Revenue slightly softer sequentially but margins and cash flow continue to repair after the [----] collapse the real story here is operating discipline returning"
X Link 2026-02-18T12:58Z [----] followers, [---] engagements
"$QS QuantumScape TD Cowen reiterates Hold lowers PT 📉 PT $8 (from $16) Current $7.1 (Upside 13%) Cuts PT on EV market headwinds; production ramp pushed further out Notes solid execution; [----] goals highlight non-automotive expansion Shares 30.9% YTD; recent Q4 results prompted estimate reset https://twitter.com/i/web/status/2024132982366183799 https://twitter.com/i/web/status/2024132982366183799"
X Link 2026-02-18T14:44Z [----] followers, [---] engagements
"Earnings After Todays Close $CVNA $KGC $DASH $PAAS $CDE $EBAY $FIG $OXY $EQX $RELY $RGLD $BTG $BKNG $NTR $TAP $AGI $HST $CAKE $OII $CF $HLF $BHC $JACK"
X Link 2026-02-18T21:00Z [----] followers, [---] engagements
"$OMC Omnicom Q4 & FY [----] Results Q4 Revenue: $5.53B Q4 Operating Loss (GAAP): -$977.2M Q4 Net Loss (GAAP): -$941.1M Q4 Adjusted EBITA: $928.9M (16.8% margin) FY Revenue: $17.27B FY Adjusted EBITA: $2.70B (15.6% margin) Share Buyback Authorization: $5.0B Cost Synergy Target: $1.5B https://twitter.com/i/web/status/2024228568616882499 https://twitter.com/i/web/status/2024228568616882499"
X Link 2026-02-18T21:04Z [----] followers, [---] engagements
"$RELY Remitly Q4 & FY [----] Results Q4 Revenue: $442.2M Q4 Net Income (GAAP): $41.2M Q4 Adjusted EBITDA: $88.6M FY Revenue: $1.6B FY Net Income (GAAP): $67.9M FY Adjusted EBITDA: $272.2M Active Customers: 9.3M FY Send Volume: $74.9B [----] Revenue Guidance: $1.94B$1.96B [----] Adjusted EBITDA Guidance: $340M$360M https://twitter.com/i/web/status/2024228847915286813 https://twitter.com/i/web/status/2024228847915286813"
X Link 2026-02-18T21:05Z [----] followers, [---] engagements
"$CVNA Carvana Q4 & FY [----] Results Q4 Revenue: $5.603B Q4 Net Income (GAAP): $951M Q4 Operating Income (GAAP): $424M Q4 Adjusted EBITDA: $511M (9.1% margin) FY Revenue: $20.322B FY Net Income (GAAP): $1.895B FY Operating Income (GAAP): $1.881B FY Adjusted EBITDA: $2.237B (11.0% margin) FY Retail Units Sold: [------] (+43% YoY) [----] Outlook: Expects significant growth in retail units sold and Adjusted EBITDA; sequential increase in Q1 retail units and Adjusted EBITDA $CVNA earnings now $CVNA earnings now"
X Link 2026-02-18T21:06Z [----] followers, [----] engagements
"$ARRY Array Technologies Revolver Upsized Revolving credit facility increased to $370M (from $166M) Maturity extended to Feb. [--] [----] Includes up to $250M for letters of credit Added new lending partners; syndicate led by Goldman Sachs Bank USA Company says amendment strengthens liquidity and strategic flexibility https://twitter.com/i/web/status/2024232028707672159 https://twitter.com/i/web/status/2024232028707672159"
X Link 2026-02-18T21:18Z [----] followers, [---] engagements
"$TPL Texas Pacific Land Q4 & FY [----] Results Q4 Revenue: $211.6M Q4 Net Income: $123.3M ($1.79 diluted EPS) Q4 Adjusted EBITDA: $178.1M Q4 Free Cash Flow: $118.9M Q4 Royalty Production: 37.5k Boe/d FY Revenue: $798.2M FY Net Income: $481.4M ($6.97 diluted EPS) FY Adjusted EBITDA: $687.4M FY Free Cash Flow: $498.3M FY Royalty Production: 34.6k Boe/d Dividend increased 12.5%; quarterly dividend $0.53 Entered $500M revolving credit facility https://twitter.com/i/web/status/2024232300440129835 https://twitter.com/i/web/status/2024232300440129835"
X Link 2026-02-18T21:19Z [----] followers, [---] engagements
"$OXY Occidental Petroleum Q4 [----] Results Revenue: $5.42B (Est. $5.62B) 🔻 EPS: $0.31 (Est. $0.18) 🟢 EPS YoY: -61.25% Revenue YoY: -8.87%"
X Link 2026-02-18T21:20Z [----] followers, [---] engagements
"$CDE Coeur Mining Q4 & FY25 Record Results Strong FCF & [----] Growth Outlook Revenue: $675M (Q4) $2.07B (FY25) vs. $1.05B FY24 Net Income: $215M Q4 $586M FY25 (vs. $59M FY24) Adj. EBITDA: $425M Q4 $1.03B FY25 (tripled YoY) Free Cash Flow: $313M Q4 $666M FY25 Gold Production: [------] oz FY25 (+23% YoY) Silver Production: 17.9M oz FY25 (+57% YoY) Avg Realized Prices FY25: Gold $3184 Silver $40.01 Cash: $554M (10x YoY) Debt: $341M (42% YoY) [----] Guidance (Current Portfolio): Gold: 390k460k oz Silver: 18.2M21.3M oz Portfolio strength driven by Rochester growth & full-year Las Chispas contribution"
X Link 2026-02-18T21:32Z [----] followers, [---] engagements
"🔔 CLOSING BELL Wednesday February [--] [----] Fed signals pause AI rebound lifts indices Energy leads Software mixed June cut 50% 🔎 Overview Wall Street closed higher driven by gains in $NVDA $AMZN and other AI heavyweights. Fed minutes showed broad support for holding rates steady but also flagged potential hikes if inflation remains above target. Energy led sector gains while select software and networking names remained under pressure. Sentiment: CNN Fear & Greed: [--] (Fear) Crypto Fear & Greed: [--] (Extreme Fear) 📊 Indices & Markets $DJI [-----] (+0.26%) $US500 [----] (+0.56%) $NDX 24899"
X Link 2026-02-18T21:36Z [----] followers, [---] engagements
"💰 Earnings Beat $MANH Manhattan Associates via Non-GAAP EPS: $1.31 (Est.: $1.13) ✅ Revenue: $272.4M (Est.: $263.74M) ✅ YoY Growth: +2.7% Stock after-hours: +9.59% 🚀 http://overnightstocks.com http://overnightstocks.com"
X Link 2025-07-22T20:31Z [----] followers, [--] engagements
"📈 After Hours Movers Recap via 🔝 Top [--] Gainers $VICR Vicor: $45.20 $60.50 (+33.85%) $MANH Manhattan Associates: $202.79 $224.24 (+10.58%) $RKT Rocket Companies: $16.00 $17.13 (+7.06%) $NN NextNav: $15.30 $16.10 (+5.23%) $DAN Dana Inc.: $16.15 $16.99 (+5.20%) 🔻 Top [--] Losers $OPEN Opendoor: $2.92 $2.61 (-10.62%) $TXN Texas Instruments: $208.81 $190.69 (-8.68%) $ENPH Enphase Energy: $42.95 $39.52 (-7.99%) $ON ON Semi: $62.69 $57.90 (-7.64%) $MCHP Microchip Tech: $75.26 $69.71 (-7.37%) https://twitter.com/i/web/status/1947786661862973721 http://overnightstocks.com"
X Link 2025-07-22T22:31Z [----] followers, [---] engagements
"$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
"After-Hours Movers Top [--] Gainers $METC Ramaco Resources +28.20% $ATEC Alphatec Holdings +21.07% $IRTC iRhythm Technologies +16.23% $RYAN Ryan Specialty Holdings +14.98% $WDC Western Digital +12.17% Top [--] Losers $SPSC SPS Commerce -27.81% $DXCM DexCom -16.42% $ALKT Alkami Technology -16.02% $SVV Savers Value Village -13.76% $APPF AppFolio -11.97% https://twitter.com/i/web/status/1984007940857082105 https://twitter.com/i/web/status/1984007940857082105"
X Link 2025-10-30T21:22Z [----] followers, [---] engagements
"$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 $3.3B buyback. https://twitter.com/i/web/status/1986178531001573689"
X Link 2025-11-05T21:07Z [----] followers, 13.1K engagements
"$EW Edwards Lifesciences Stifel raises price target Stifel reiterates Buy Price Target: $100 (prev. $95) Current Price: $86 Upside: 16%"
X Link 2025-12-05T10:46Z [----] followers, [---] engagements
"Nasdaq-100 Index Reconstitution Update Removed: $BIIB Biogen $CDW CDW $GFS GlobalFoundries $LULU Lululemon Athletica $ON ON Semiconductor $TTD The Trade Desk Added: $ALNY Alnylam Pharmaceuticals $FER Ferrovial $INSM Insmed $MPWR Monolithic Power Systems $STX Seagate Technology $WDC Western Digital https://twitter.com/i/web/status/1999766488115261621 https://twitter.com/i/web/status/1999766488115261621"
X Link 2025-12-13T09:00Z [----] followers, [---] engagements
"$ADSK Autodesk: BTIG initiates Buy sets PT at $365 Rating: Buy PT: $365 Key driver: Long-term upside from cloud innovation expanding TAM and margin improvement path toward 41% operating margin Current price: $295 (Upside: +23.7%)"
X Link 2025-12-17T13:15Z [----] 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
"Biotech Outlook [----] Bank of America BofA sees small- and mid-cap biotech well positioned into [----] Top picks: $ARGX Argenx $KALV KalVista Pharmaceuticals $OCUL Ocular Therapeutix $VRTX Vertex Pharmaceuticals Key drivers: clearer regulatory pathways improved commercial execution and a dense slate of upcoming clinical data https://twitter.com/i/web/status/2002479264503861437 https://twitter.com/i/web/status/2002479264503861437"
X Link 2025-12-20T20:40Z [----] 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
"PRE-MARKET MOVERS DEC [--] Top Gainers: $DBRG DigitalBridge Group +33.3% $KOF Coca-Cola FEMSA +6.2% $UUUU Energy Fuels +5.5% $ABVX Abivax +5.4% $ARQT Arcutis Biotherapeutics +3.7% Top Losers: $BOH Bank of Hawaii 7.1% $LFST LifeStance Health 4.6% $MKC McCormick & Company 4.1% $CDE Coeur Mining 4.0% $APLD Applied Digital 3.8% https://twitter.com/i/web/status/2005600600659026234 https://twitter.com/i/web/status/2005600600659026234"
X Link 2025-12-29T11:23Z [----] followers, [---] engagements
"Clear Street: Top [----] stock picks across Energy themes Energy Transition: $AMSC American Superconductor Energy: $MGY Magnolia Oil & Gas Sees continued valuation multiple expansion and EBITDA estimate upgrades into [----] Expects multiple re-rating opportunities rather than a single dominant theme Power load growth constraint solutions remain attractive Oil & Gas stocks expected to re-rate in [----] https://twitter.com/i/web/status/2007058458390962344 https://twitter.com/i/web/status/2007058458390962344"
X Link 2026-01-02T11:56Z [----] followers, [---] engagements
"$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% $TVTX Travere Therapeutics 2.03% http://Trip.com http://Trip.com"
X Link 2026-01-14T07:45Z [----] followers, [---] engagements
"$XYL Xylem AI water demand to surge 130% by [----] AI could add [--] trillion liters of annual water demand by mid-century Main drivers: power generation (54%) semiconductor fabrication (42%) data centers (4%) Nearly 40% of existing data centers already sit in high water-stress regions Study argues demand can be offset via wastewater reuse leak reduction and digital water infrastructure Calls for a coordinated water transition to support AI growth without straining communities https://twitter.com/i/web/status/2011456075023737044 https://twitter.com/i/web/status/2011456075023737044"
X Link 2026-01-14T15:11Z [----] 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
"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% $SONY Sony Group 3.04% https://twitter.com/i/web/status/2014222583768474089 https://twitter.com/i/web/status/2014222583768474089"
X Link 2026-01-22T06:24Z [----] followers, [---] engagements
"$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
"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
"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
"Overnight Movers Jan [--] Gainers: $USAR USA Rare Earth +19.4% $METC Ramaco Resources +10.4% $SRPT Sarepta Therapeutics +8.9% $SSRM SSR Mining +8.1% $MP MP Materials +7.0% $AG First Majestic Silver +6.8% $FCX Freeport-McMoRan +6.7% $ERO Ero Copper +6.4% $NEM Newmont +6.0% $SCCO Southern Copper +5.8% Losers: $RVMD Revolution Medicines 19.3% $HNGE Hinge Health 5.7% $REAL The RealReal 4.6% $TXG 10x Genomics 4.4% $CART Maplebear + Instacart 4.3% $RCAT Red Cat Holdings 3.9% $FOLD Amicus Therapeutics 3.8% $DD DuPont 3.7% $ENR Energizer 3.6% $RIOT Riot Platforms 3.6%"
X Link 2026-01-26T01:17Z [----] followers, 18K engagements
"$ILMN Illumina Canaccord Genuity raises PT reiterates Hold PT $150 Current $149 (Upside 0.7%)"
X Link 2026-01-26T10:58Z [----] followers, [---] engagements
"$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
"Overnight Movers Jan [--] 🔼 Top Gainers $NNNN Anbio Biotech +10.01% $24.94 $UMC United Microelectronics +7.58% $12.20 $HSAI Hesai Group +4.89% $26.36 $AUGO Aura Minerals +4.45% $71.89 $VOYG Voyager Technologies +3.88% $34.55 🔻 Top Losers $HUM Humana 12.15% $231.60 $UNH UnitedHealth Group 8.60% $321.40 $CVS CVS Health 7.71% $77.40 $ELV Elevance Health 5.82% $355.00 $PSIX Power Solutions 3.84% $73.78 https://twitter.com/i/web/status/2016038306505429240 https://twitter.com/i/web/status/2016038306505429240"
X Link 2026-01-27T06:39Z [----] followers, [---] engagements
"Pre-Market Movers Jan [--] 🔼 Gainers $NET Cloudflare +10.9% $UMC United Microelectronics +10.8% $NNNN Anbio Biotechnology +10.3% $DOCN DigitalOcean +9.7% $KC Kingsoft Cloud +8.3% $SKM SK Telecom +7.7% $TLX Telix Pharmaceuticals +5.5% $CRWV CoreWeave +5.0% $MU Micron +4.6% $HSAN Hesai +4.5% $AUGO Aura Minerals +4.5% $GM General Motors +4.4% $AAL American Airlines +4.2% $MKSI MKS Instruments +4.1% $BILI Bilibili +4.0% 🔻 Losers $HUM Humana 16.9% $UNH UnitedHealth 16.4% $ALHC Alignment Healthcare 15.6% $CVS CVS Health 13.0% $AGYS Agilysys 12.3% $SANM Sanmina 8.5% $ELV Elevance Health 8.1% $BRO"
X Link 2026-01-27T12:26Z [----] followers, [---] engagements
"$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
"$SKM SK Telecom possible Anthropic exposure $10B market cap Reportedly invested $100M in Anthropics [----] Series C at $5B valuation Possible additional undisclosed investment via its U.S. venture arm Hard to quantify arbitrage but a clean public-market proxy for Anthropic exposure https://twitter.com/i/web/status/2016242082613236194 https://twitter.com/i/web/status/2016242082613236194"
X Link 2026-01-27T20:09Z [----] followers, [---] engagements
"$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% $YUM Yum Brands 2.32%"
X Link 2026-01-28T06:23Z [----] followers, [---] engagements
"$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): $5.75B Margins & Returns (Q423 Q425): Core operating"
X Link 2026-01-28T12:03Z [----] followers, [----] engagements
"$EXTR Extreme Networks Beats EPS & Revenue Guides Q3 Revenue: $317.9M (Est. $312.32M) 🟢 EPS: $0.26 (Est. $0.24) 🟢 Guidance Q3 [----] EPS: $0.23$0.25 (Est. $0.24) Guidance Q3 [----] Revenue: $309314M (Est. $310M) 💬 Q2 delivered a clean beat with Q3 guidance largely in line with Street expectations. https://twitter.com/i/web/status/2016494462315241906 https://twitter.com/i/web/status/2016494462315241906"
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% $LII Lennox"
X Link 2026-01-28T13:20Z [----] followers, [---] engagements
"$APH Amphenol Reports Record Q4 & FY2025 Results Stock 12.5% Revenue (Q4): $6.4B (+49% YoY; +37% organic) GAAP EPS (Q4): $0.93 (+58% YoY) Adj. EPS (Q4): $0.97 (+76% YoY) Operating Margin (Q4): 26.8% GAAP 27.5% adj. Free Cash Flow (Q4): $1.5B Revenue (FY25): $23.1B (+52% YoY; +38% organic) GAAP EPS (FY25): $3.34 (+74% YoY) Adj. EPS (FY25): $3.34 (+77% YoY) Free Cash Flow (FY25): $4.4B Capital Returned (FY25): $1.5B M&A: Completed Trexon acquisition Closed CommScope CCS acquisition in Jan [----] CCS expected to add $4.1B sales and $0.15 adj. EPS in [----] Q1 [----] Guidance: Revenue: $6.907.00B"
X Link 2026-01-28T13:21Z [----] followers, [----] engagements
"$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 $0.01; revenue came in above consensus. https://twitter.com/i/web/status/2016620444883751384 https://twitter.com/i/web/status/2016620444883751384"
X Link 2026-01-28T21:12Z [----] followers, 15.9K engagements
"$CLS Celestica Q4 & FY25 Earnings Beat Raises [----] Outlook Revenue (Q4): $3.65B (+44% YoY) EPS (Q4 GAAP): $2.31 EPS (Q4 Adj.): $1.89 (Guidance $1.65$1.81) 🟢 Revenue (FY25): $12.39B (+28% YoY) EPS (FY25 Adj.): $6.05 (+56% YoY) Guidance (Q1 [----] Revenue): $3.85$4.15B Guidance (Q1 [----] Adj. EPS): $1.95$2.15 Guidance (FY26 Revenue): $17.0B (prev. $16.0B) 🟢 Guidance (FY26 Adj. EPS): $8.75 (prev. $8.20) 🟢 Planned [----] CapEx: $1.0B 💬 Q4 and FY25 results exceeded guidance; company raised full-year [----] revenue and adjusted EPS outlook. https://twitter.com/i/web/status/2016621404243055016"
X Link 2026-01-28T21:16Z [----] followers, [----] engagements
"$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% $NGVT"
X Link 2026-01-28T21:25Z [----] followers, [---] engagements
"$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 $123M adj. EBITDA"
X Link 2026-01-29T13:55Z [----] followers, [---] engagements
"$ADS Adidas Record FY2025 Results & Buyback Revenue: 24.8B (record year) Operating profit: 2.06B Gross margin: 51.6% Operating margin: 8.3% Capital return: 1B share buyback announced for [----] 💬 Strong margin recovery and profitability normalization cap a record year; buyback signals confidence in cash generation. https://twitter.com/i/web/status/2016939141641228532 https://twitter.com/i/web/status/2016939141641228532"
X Link 2026-01-29T18:18Z [----] 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$64M"
X Link 2026-01-29T21:10Z [----] followers, [---] engagements
"$RHI Robert Half Reports Q4 & FY25 Results Revenue: Q4 $1.30B (Y/Y 6%) 🔻 FY $5.38B EPS: Q4 $0.32 FY $1.33 Net Income: Q4 $32M FY $133M Operating Trend: Sequential same-day constant-currency growth in talent solutions Guidance: Q4 results above midpoint of prior outlook https://twitter.com/i/web/status/2016982385943023667 https://twitter.com/i/web/status/2016982385943023667"
X Link 2026-01-29T21:10Z [----] followers, [---] engagements
"Post-Earnings Price Reaction $AAPL Apple +2 $SNDK Sandisk +1223 $WDC Western Digital [---] $V Visa [---] $DECK Deckers Brands +1415 $KLAC KLA Corp [--] $SYK Stryker +119 $NEWT NewtekOne [---] $APPF AppFolio [--] $RMD ResMed +095 $BZH Beazer Homes 875"
X Link 2026-01-29T21:36Z [----] followers, [---] engagements
"$PFSI PennyMac Financial Services Q4 & FY25 Results; Shares 23% After Hours Revenue: $538.0M (Q4) EPS: $1.97 (Q4 diluted) Net Income: $106.8M (Q4) Book Value / Share: $82.77 (vs. $81.12 prior quarter) Production Volume: $42.2B UPB (+16% Q/Q +18% Y/Y) Servicing Portfolio: $733.6B UPB (+10% Y/Y) Dividend: $0.30/share (payable Feb [--] 2026) 💬 PennyMac reported solid Q4 profitability and strong full-year results but servicing income declined sharply due to higher prepayments and MSR runoff. The market reacted negatively sending shares down 23% after hours despite double-digit ROE for FY25."
X Link 2026-01-29T22:28Z [----] followers, [---] engagements
"$SNDK SanDisk Raymond James upgrades to Outperform 📈 PT $725 Current $648 (Upside 12%) AI and data center demand driving structurally higher NAND consumption Supply tightening sharply with capacity potentially sold out for years Rising pricing power and improved cycle visibility https://twitter.com/i/web/status/2017170536544039256 https://twitter.com/i/web/status/2017170536544039256"
X Link 2026-01-30T09:38Z [----] followers, [---] engagements
"$SNDK SanDisk Morgan Stanley raises PT Overweight 📈 PT $690 (from $483) Current $652 (Upside 6%) Memory upcycle described as the strongest in [--] years; March pricing implied +60% q/q amid acute shortages Revenue guided 52% q/q with margins +15% q/q; MS views $13 EPS guidance as conservative JV with Kioxia extended through [----] securing long-term manufacturing amid tight supply https://twitter.com/i/web/status/2017171569663975736 https://twitter.com/i/web/status/2017171569663975736"
X Link 2026-01-30T09:42Z [----] followers, [---] engagements
"$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
"After-hours movers Jan [--] Top Gainers $TERN Terns Pharmaceuticals +6.59% $NNNN Anbio Biotechnology +5.43% $GME GameStop +4.22% $SA Seabridge Gold +4.03% $VAL Valaris +3.93% Top Losers $PHOE Phoenix Asia Holdings 52.52% $AAUC Allied Gold 4.25% $BEN Franklin Resources 3.23% $OLMA Olema Pharmaceuticals 2.84% $ALGM Allegro MicroSystems 2.47% https://twitter.com/i/web/status/2017380602081693919 https://twitter.com/i/web/status/2017380602081693919"
X Link 2026-01-30T23:33Z [----] 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
"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
"💰 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
"📌 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 $200M Nasdaq JPM Belgian Phase [--] biotech developing TGF-"
X Link 2026-02-02T21:28Z [----] followers, [----] engagements
"$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
"📊 Pre-Market Movers Feb [--] 🟢 Gainers $TER Teradyne +20.1% $DVA DaVita +17.9% $WWD Woodward +15.5% $WULF TeraWulf +10.6% $PLTR Palantir Technologies +10.3% $EXK Endeavour Silver +9.7% $CDE Coeur Mining +9.5% $HYMC Hycroft Mining +9.3% $HL Hecla Mining +9.0% $PAAS Pan American Silver +8.9% 🔴 Losers $RMBS Rambus 15.8% $VIST Vista Energy 8.4% $FN Fabrinet 6.1% $NXPI NXP Semiconductors 6.1% $MTG MGIC Investment 4.9% $ASH Ashland 4.7% $ACAD ACADIA Pharmaceuticals 4.3% $SLNO Soleno Therapeutics 4.2% $WPP WPP 3.8% $TU TELUS 3.5% https://twitter.com/i/web/status/2018615473257042407"
X Link 2026-02-03T09:20Z [----] followers, [---] engagements
"$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$5.15 FY2026 Adj. Gross Margin: 82% (Est. 81.8%) Note: [----] guidance excludes any China Gardasil sales 💬 Q4 beat revenue expectations with strength in Keytruda and Gardasil; [----] outlook signals margin expansion but conservative revenue assumptions."
X Link 2026-02-03T11:38Z [----] followers, [---] engagements
"$ETN Eaton Q4 [----] Earnings & [----] Guidance EPS (GAAP): $2.91 (+19% YoY) EPS (Adj.): $3.33 (+18% YoY) Revenue: $7.1B (+13% YoY record) Segment Margin: 24.9% (record above guidance) Orders / Backlog: Electrical orders +16% (12-mo avg) backlog +29%; Aerospace backlog +16% FCF: $1.6B (record +17% YoY) FY2025 EPS: $10.45 Adj. EPS: $12.07 (both record) FY2026 EPS Guide: $11.57$12.07 FY2026 Adj. EPS Guide: $13.00$13.50 FY2026 Organic Growth: 79% FY2026 Segment Margin: 24.625.0% 💬 Record quarter driven by data center demand and Aerospace strength; accelerating orders expanding backlog and confident"
X Link 2026-02-03T11:39Z [----] followers, [---] engagements
"$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: $5.70 per barrel 💬 Q4 results materially beat expectations driven by strong refining margins and disciplined cost control. https://twitter.com/i/web/status/2018650795273601114 https://twitter.com/i/web/status/2018650795273601114"
X Link 2026-02-03T11:40Z [----] followers, [---] engagements
"$HPQ HP Inc names Bruce Broussard Interim CEO Q1 Adj. EPS (reaffirmed): $0.73$0.81 (Est. $0.77) FY2026 Adj. EPS (reaffirmed): $2.90$3.20 (Est. $3.06) 💬 Leadership change announced with outlook unchanged for Q1 and FY2026"
X Link 2026-02-03T12:48Z [----] 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
"📈 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% $BLTE Belite Bio +11.0% Strength concentrated in materials/mining industrials/aerospace and selective biotech names. https://twitter.com/i/web/status/2018739102997180897 https://twitter.com/i/web/status/2018739102997180897"
X Link 2026-02-03T17:31Z [----] followers, [---] engagements
"$AMGN Amgen Q4 & FY [----] Earnings GAAP EPS (FY): $14.23 (up 88% YoY) Total Revenue (FY): $36.8B (up 10% YoY) Product Sales (FY): $35.15B Free Cash Flow: $8.1B Otezla Impairment: $1.2B Summary: Amgen reported a 10% increase in full-year revenue driven by strong growth in Repatha TEZSPIRE and UPLIZNA; however results were tempered by a $1.2 billion Otezla impairment and significant declines in legacy products such as Enbrel. https://twitter.com/i/web/status/2018792489142902833 https://twitter.com/i/web/status/2018792489142902833"
X Link 2026-02-03T21:03Z [----] followers, [---] engagements
"$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 $55 billion acquisition by an investor consortium expected to conclude in early [----]. https://twitter.com/i/web/status/2018794175207186704"
X Link 2026-02-03T21:10Z [----] followers, [---] engagements
"$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: $10.31B Highlights: Chubb reported record results for both the fourth quarter and the full year [----] driven by strong premium growth and excellent underwriting performance. The P&C combined ratio reached historic lows of 81.2% for the quarter and 85.7% for the full year indicating high profitability in its core business. https://twitter.com/i/web/status/2018795348651585747"
X Link 2026-02-03T21:14Z [----] followers, [---] engagements
"$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
"After-Hours Movers Feb [--] 🟢 Gainers $SLAB (Silicon Labs) +34.32% $ENPH (Enphase) +19.29% $LITE (Lumentum) +11.24% $COHR (Coherent) +8.05% $MTCH (Match Group) +7.79% $SMCI (Super Micro) +7.18% $DOX (Amdocs) +6.73% $BAM (Brookfield AM) +5.47% $TTWO (Take-Two) +5.39% $SKY (Champion Homes) +5.22% $CIEN (Ciena) +4.87% $COLM (Columbia Sportswear) +4.36% $AKO.A (Aje Group) +4.17% $AMGN (Amgen) +3.99% $CNXC (Concentrix) +3.97% 🔴 Losers $INTA (Intapp) 15.45% $VRNS (Varonis) 11.42% $MRCY (Mercury Systems) 10.80% $LASR (nLIGHT) 8.66% $RNR (RenaissanceRe) 6.64% $AMD (AMD) 6.11% $SEI (Solaris Energy)"
X Link 2026-02-03T22:09Z [----] followers, [----] engagements
"Overnight Movers Feb [--] Top Gainers $ENPH Enphase Energy +20.93% $LITE Lumentum +10.38% $SMCI Super Micro Computer +9.53% $NXT Nextracker +8.47% $COHR Coherent +6.76% Top Losers $METC Ramaco Resources -8.30% $LASR nLIGHT -7.78% $AMD Advanced Micro Devices -7.13% $CMG Chipotle Mexican Grill -6.46% $CAVA CAVA Group -4.43% https://twitter.com/i/web/status/2018946122614534617 https://twitter.com/i/web/status/2018946122614534617"
X Link 2026-02-04T07:14Z [----] followers, [---] engagements
"$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 $1.8B (close expected H1 2026) 💬 Sales declined slightly but margins expanded and cash generation improved; CAM divestiture set to simplify the portfolio. https://twitter.com/i/web/status/2019003638333542874 https://twitter.com/i/web/status/2019003638333542874"
X Link 2026-02-04T11:02Z [----] followers, [---] engagements
"$ENPH Enphase Energy RBC Capital upgrades to Outperform 📈 PT $54 Current $46.3 (Upside 17%) Upgrade based on expected market recovery Anticipated market share gains in residential and commercial segments"
X Link 2026-02-04T11:20Z [----] followers, [---] engagements
"$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 $1.7B https://twitter.com/i/web/status/2019008794194244005 https://twitter.com/i/web/status/2019008794194244005"
X Link 2026-02-04T11:23Z [----] followers, [---] engagements
"$AMD Advanced Micro Devices Evercore ISI reiterates Outperform 📈 PT $328 Current $221 (Upside 48%) Price target raised on data center growth"
X Link 2026-02-04T11:33Z [----] followers, [---] engagements
"$CTSH Cognizant Q4 & FY2025 Earnings Q4 Revenue: $5.33B (+4.9% YoY) FY Revenue: $21.11B (+7.0% YoY) FY Operating Margin: 16.1% GAAP 15.8% Adj. EPS (FY): $5.28 Adj. (+11%) $4.56 GAAP (+1%) Bookings (TTM): $28.4B Capital Return: $2.0B in [----] $1.6B planned for [----] 💬 Solid revenue growth margin stability and continued shareholder returns. https://twitter.com/i/web/status/2019012357750440446 https://twitter.com/i/web/status/2019012357750440446"
X Link 2026-02-04T11:37Z [----] followers, [---] engagements
"$GEHC GE HealthCare BTIG reiterates Buy 📈 PT $91 Current $84 (Upside 8%) Price target raised following Q4 [----] results"
X Link 2026-02-04T18:37Z [----] followers, [---] engagements
"$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$75M"
X Link 2026-02-04T21:03Z [----] followers, [---] engagements
"$GOOGL Alphabet Q4 Earnings Beat Revenue: $113.83B (Est. $111.48B) 🟢 EPS: $2.82 (Est. $2.64) 🟢 YoY: EPS +31% Revenue +18% QoQ: EPS -2% Revenue +11%"
X Link 2026-02-04T21:03Z [----] followers, [---] engagements
"$ELF e.l.f. Beauty Q3 FY2026 Earnings + Outlook Raised Revenue (Q3): $489.5M (+38% YoY) GAAP EPS (Q3): $0.65 Adj. EPS (Q3): $1.24 Adj. EBITDA (Q3): $123.0M (25% margin +79% YoY) 9M Revenue: $1.19B (+21% YoY) 9M Adj. EPS: $2.81 9M Adj. EBITDA: $276.3M (23% margin) FY2026 Outlook (Raised): Net Sales: $1.60B$1.61B (from $1.55B$1.57B) Adj. EBITDA: $323M$326M (from $302M$306M) Adj. EPS: $3.05$3.10 (from $2.80$2.85) https://twitter.com/i/web/status/2019155496658473142 https://twitter.com/i/web/status/2019155496658473142"
X Link 2026-02-04T21:05Z [----] followers, [----] engagements
"$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
"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 $1.23B est. (+1.63% beat) +20.7% YoY"
X Link 2026-02-04T21:13Z [----] followers, [---] engagements
"$CCK Crown Holdings Q4 [----] Earnings Beat Revenue: $3.13B (Est. $2.99B) 🟢 EPS: $1.74 (Est. $1.70) 🟢 💬 Revenue and earnings both exceeded expectations with solid year-over-year growth"
X Link 2026-02-04T21:13Z [----] followers, [---] engagements
"$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
"Cipher Mining Inc. Announces Pricing of $2.0 Billion of Senior Secured Notes $CIFR"
X Link 2026-02-04T22:01Z [----] followers, [---] engagements
"$CI The Cigna Group Strong Q4 & FY2025 Results Dividend Raised [----] Outlook Set FY2025 Revenue: $274.9B (+11% YoY) Adj. Operating Income: $8.0B ($29.84 EPS) Net Income (Shareholders): $6.0B ($22.18 EPS) Dividend: quarterly dividend increased to $1.56/share Buybacks: 11.9M shares repurchased for $3.6B FY2026 Outlook: Adj. Revenue: $280.0B Adj. Operating Income: $7.95B ($30.25 EPS) 💬 Results reflect solid top-line growth disciplined capital return and stable earnings power heading into [----]. https://twitter.com/i/web/status/2019366129232212017"
X Link 2026-02-05T11:02Z [----] followers, [---] engagements
"$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$4.16 Capital & Operations Highlights: Continued large-scale grid and generation investments (solar transmission gas conversion) Data center load growth and new strategic partnerships to support long-term demand Ongoing wildfire-related"
X Link 2026-02-05T11:07Z [----] followers, [---] engagements
"$WMS Advanced Drainage Systems Q3 FY2026 Results Buyback Authorization Increased Q3 Revenue: $693.4M (+0.4% YoY) Q3 Net Income: $94.0M (+14.3%) Q3 EPS: $1.19 Adj. EPS: $1.27 Adj. EBITDA: $209.2M (+9.3%) Margin: 30.2% YTD FY2026 Revenue: $2.4B (+3.7%) YTD EPS: $5.02 Adj. EPS: $5.20 YTD Adj. EBITDA: $774.9M (+8.8%) Capital Return: New $1.0B share repurchase authorization Total authorization: $1.148B FY2026 Outlook (Updated): Revenue: $2.99B$3.04B Adj. EBITDA: $930M$960M CapEx: $250M https://twitter.com/i/web/status/2019376631396045300 https://twitter.com/i/web/status/2019376631396045300"
X Link 2026-02-05T11:44Z [----] followers, [---] engagements
"Pre-Market Movers Feb [--] Top Gainers $TSEM Tower Semiconductor +18.38% $SITM SiTime +13.81% $ALGN Align Technology +10.58% $NIO NIO +9.91% $KLIC Kulicke & Soffa +9.57% Top Losers $FLNC Fluence Energy -16.07% $RAL Ralliant -14.73% $QCOM Qualcomm -10.03% $EL Este Lauder -9.83% $CARR Carrier -9.52% https://twitter.com/i/web/status/2019376871025045536 https://twitter.com/i/web/status/2019376871025045536"
X Link 2026-02-05T11:45Z [----] followers, [---] engagements
"TOWER SEMICONDUCTOR NVIDIA PARTNER ON DATA CENTER PHOTONICS $TSEM $NVDA"
X Link 2026-02-05T12:05Z [----] followers, [---] engagements
"$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 $275M https://twitter.com/i/web/status/2019388724195275242 https://twitter.com/i/web/status/2019388724195275242"
X Link 2026-02-05T12:32Z [----] followers, [---] engagements
"$FPS IPO: Forgent Power Solutions started trading today. Currently up +1.2%"
X Link 2026-02-05T19:08Z [----] followers, [---] engagements
"$IREN Q2 FY26 Earnings Preview (After Market Feb 5) Consensus: EPS -$0.24 Revenue $228M Stock -12.4% into print Estimates trending down (EPS 25% in [--] months) Key focus points Execution on $9.7B Microsoft AI cloud deal (deployment timing Childress TX) Capex & cash burn (GPU spend $5.8B over time) Revenue mix shift from Bitcoin mining AI infrastructure Street view [--] Buy avg PT $84.85 (90% upside from $45) H.C. Wainwright: most levered AI infra play among miners Why it matters Transition story still intact but market wants proof of execution Stock 35% below Nov highs earnings could reset"
X Link 2026-02-05T20:54Z [----] 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. -$20.99) 🔻 YoY EPS: -1316.5% YoY Revenue: +1.9% 💬 Revenue beat expectations but earnings swung sharply lower driven by significant non-operational impacts tied to Bitcoin holdings and valuation effects. https://twitter.com/i/web/status/2019516899474735572 https://twitter.com/i/web/status/2019516899474735572"
X Link 2026-02-05T21:02Z [----] followers, [----] engagements
"$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 $1B cloud revenue quarter; strong enterprise momentum and durable backlog growth. https://twitter.com/i/web/status/2019517758979833896 https://twitter.com/i/web/status/2019517758979833896"
X Link 2026-02-05T21:05Z [----] followers, [----] engagements
"$ARW Arrow Electronics Q4 & FY2025 Earnings Q4 Revenue: $8.75B (+20% YoY) above high end of guidance Q4 EPS: $3.75 Non-GAAP EPS: $4.39 (both beats) FY Revenue: $30.9B (+10% YoY) FY EPS: $10.93 Non-GAAP EPS: $11.02 Strength across Global Components (+22% YoY) and ECS (+16% YoY) AI cloud & datacenter demand driving momentum Q126 Guide: EPS $2.70$2.90 (Non-GAAP) 💬 Early-cycle recovery signals with improving margins and disciplined execution. https://twitter.com/i/web/status/2019517839997317240 https://twitter.com/i/web/status/2019517839997317240"
X Link 2026-02-05T21:05Z [----] followers, [---] engagements
"$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$2.41 https://twitter.com/i/web/status/2019518054053396846 https://twitter.com/i/web/status/2019518054053396846"
X Link 2026-02-05T21:06Z [----] followers, [---] engagements
"$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$3.75B (net of partner contributions) 💬 Strong topline growth solid bookings momentum and clear [----] visibility as AI-driven data center demand remains robust. https://twitter.com/i/web/status/2019519309265928225 https://twitter.com/i/web/status/2019519309265928225"
X Link 2026-02-05T21:11Z [----] followers, [---] engagements
"$ILMN Illumina Q4 & FY2025 Earnings Q4 Revenue: $1.16B (+5% YoY) ex-China $1.10B (+8%) Q4 EPS: $2.16 GAAP $1.35 non-GAAP FY2025 Revenue: $4.34B (flat YoY) FY EPS: $5.45 GAAP $4.84 non-GAAP Key updates: Completed SomaLogic acquisition Launched Billion Cell Atlas China: MOFCOM export ban lifted for sequencers (still on Unreliable Entities List) FY2026 Guidance: Revenue: $4.5B$4.6B Non-GAAP EPS: $5.05$5.20 https://twitter.com/i/web/status/2019519625114054783 https://twitter.com/i/web/status/2019519625114054783"
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. $0.06) ⚪ 💬 Revenue growth offset by lower YoY EPS results largely driven by topline strength"
X Link 2026-02-05T21:18Z [----] followers, [---] engagements
"$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$475M 💬 Record FY revenue driven by AI data center demand; outlook implies strong acceleration in [----]. https://twitter.com/i/web/status/2019521729866133667 https://twitter.com/i/web/status/2019521729866133667"
X Link 2026-02-05T21:21Z [----] followers, [----] engagements
"$MOH Molina Healthcare Q4 Loss; Cuts FY2026 Outlook Revenue: $11.38B (Q4) $45.43B (FY) EPS (Adjusted): -$2.75 (Q4) $11.03 (FY) Medical Care Ratio: 94.6% (Q4) 91.7% (FY) Guidance (FY2026): Premium Revenue: $42.2B EPS (Adjusted): $5.00 EPS (GAAP): $3.20 💬 Q4 hit by retroactive revenue adjustments and elevated medical costs; [----] flagged as trough year with pressured margins. https://twitter.com/i/web/status/2019522329550655958 https://twitter.com/i/web/status/2019522329550655958"
X Link 2026-02-05T21:23Z [----] 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$1.38B 💬 Solid Q4 execution and capacity expansion with steady growth outlook for [----]. https://twitter.com/i/web/status/2019528236535840972 https://twitter.com/i/web/status/2019528236535840972"
X Link 2026-02-05T21:47Z [----] followers, [---] engagements
"$SNOW Snowflake Jefferies reiterates Buy 📈 PT $300 Current $159 (Upside 89%) Deeply mispriced Top Pick"
X Link 2026-02-06T09:40Z [----] followers, [---] engagements
"$VST Vistra Goldman Sachs upgrades to Buy 📈 PT $205 (from $200) Current $149 (Upside 38%) Upgrade driven by Meta PPA; GS sees 39% upside risk to [----] EBITDA if additional nuclear capacity is contracted at similar pricing Downside protection: current price implies $49/MWh future power prices vs. $58/MWh forward average limiting PPA/power price downside Valuation near trough at [---] 2027E EBITDA after pullback; fundamentals supported by hedging retail ops and capacity revenues https://twitter.com/i/web/status/2019708109283832227 https://twitter.com/i/web/status/2019708109283832227"
X Link 2026-02-06T09:41Z [----] followers, [---] engagements
"$AFRM Affirm Citizens reiterates Market Outperform 📈 PT $105 Current $60.5 (Upside 74%) Strong FQ2 GMV and earnings beats; BNPL secular tailwinds support growth Selloff seen as entry opportunity despite broader tech weakness"
X Link 2026-02-06T10:34Z [----] followers, [---] engagements
"$ENPH Enphase Energy Freedom Capital reiterates Hold 📈 PT $44 (from $31) Current $48 (Downside 8%) PT raised on improved Q126 revenue outlook; quarter seen as [----] trough"
X Link 2026-02-06T10:38Z [----] followers, [---] engagements
"$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 $170174B; HBR 90.991.7%"
X Link 2026-02-06T11:01Z [----] followers, [---] engagements
"$NWL Newell Brands Q4 & FY25 Results FY26 Outlook Q4: Revenue $1.9B (2.7% YoY); Adj. EPS $0.18 (vs. $0.16); Adj. EBITDA +11.6% YoY FY25: Revenue $7.2B (5% YoY); Adj. EPS $0.57; GAAP loss driven by impairments FY26 guide: Net sales 1% to +1%; Adj. EPS $0.54$0.60; OCF $350400M https://twitter.com/i/web/status/2019728566330515655 https://twitter.com/i/web/status/2019728566330515655"
X Link 2026-02-06T11:03Z [----] followers, [---] engagements
"$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
"Pre-Market Movers Feb [--] Top Gainers $EHC Encompass Health +18.5% $BILL Bill Holdings +15.8% $ROIV Roivant +15.2% $NVST Envista +14.5% $BE Bloom Energy +14.1% $DAVE Dave +12.2% $GLXY Galaxy Digital +10.2% $ICLR ICON +10.1% $PEGA Pegasystems +10.0% $CTRI Centuri +9.8% Top Losers $MOH Molina 32.3% $DOCS Doximity 31.5% $PI Impinj 23.7% $STLA Stellantis 23.3% $HUBG Hub Group 21.3% $COTY Coty 13.3% $SKM SK Telecom 9.7% $POWI Power Integrations 8.0% $NVT nVent 7.6% $HIMS Hims & Hers 7.4% $RXO RXO 7.2% $ILMN Illumina 6.4% $AMZN Amazon 6.3% $BBAR BBVA Argentina 6.1% $LIF Life360 5.5%"
X Link 2026-02-06T13:37Z [----] followers, [---] engagements
"$FTNT Fortinet TD Cowen reiterates Buy 📈 PT $100 Current $82 (Upside 22%) 20% product revenue 18% billings; Rule-of-45 for 6th straight year SASE + SecOps momentum; [----] revenue growth guided 13%"
X Link 2026-02-06T13:55Z [----] followers, [---] engagements
"$BE Bloom Energy BTIG reiterates Buy 📈 PT $165 (from $145) Current $153.9 (Upside 7%) Strong Q4 beat; FY26 guide well above Street with margin expansion Demand broad-based (data centers C&I); operating leverage from spare capacity"
X Link 2026-02-06T13:56Z [----] 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
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