#  @TipRanks TipRanks Eli Lilly ($LLY) is making significant strides with its weight loss pill, Orforglipron, which recently received an upgrade from HSBC to "hold" from "reduce" due to promising phase [--] trial results and potential for a [----] launch. The pill's success could boost investor confidence and market valuation. Additionally, the company is advancing its Alzheimer's treatment and other studies, further solidifying its position. ### Engagements: [-----] [#](/creator/twitter::725577499/interactions)  - [--] Week [------] -28% - [--] Month [-------] -22% - [--] Months [---------] -11% - [--] Year [---------] +419% ### Mentions: [--] [#](/creator/twitter::725577499/posts_active)  - [--] Week [--] -23% - [--] Month [---] +14% - [--] Months [-----] -21% - [--] Year [-----] +210% ### Followers: [------] [#](/creator/twitter::725577499/followers)  - [--] Week [------] +0.20% - [--] Month [------] +1.40% - [--] Months [------] +11% - [--] Year [------] +18% ### CreatorRank: [---------] [#](/creator/twitter::725577499/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 84.62% [finance](/list/finance) 44.62% [technology brands](/list/technology-brands) 36.41% [cryptocurrencies](/list/cryptocurrencies) 8.72% [countries](/list/countries) 8.21% [currencies](/list/currencies) 4.62% [automotive brands](/list/automotive-brands) 4.1% [financial services](/list/financial-services) #1000 [social networks](/list/social-networks) 2.56% [celebrities](/list/celebrities) 1.54% **Social topic influence** [target](/topic/target) #2005, [ai](/topic/ai) 16.41%, [sentiment](/topic/sentiment) #1394, [strong](/topic/strong) 10.77%, [in the](/topic/in-the) 8.21%, [$googl](/topic/$googl) 7.69%, [$nflx](/topic/$nflx) 7.18%, [company](/topic/company) 5.64%, [truth](/topic/truth) 5.64%, [growth](/topic/growth) 5.13% **Top accounts mentioned or mentioned by** [@mikey_t_ac](/creator/undefined) [@maximus163](/creator/undefined) [@techequityeng](/creator/undefined) [@chrisjversace](/creator/undefined) [@stockwatch369](/creator/undefined) [@teslaai](/creator/undefined) [@stocktradernet](/creator/undefined) [@alex_itrc](/creator/undefined) [@yianisz](/creator/undefined) [@marketprophit](/creator/undefined) [@prospero_ai](/creator/undefined) [@robenneriah](/creator/undefined) [@hoperemy](/creator/undefined) [@degentoxic](/creator/undefined) [@99dot9percent](/creator/undefined) [@_xdfh](/creator/undefined) [@grok](/creator/undefined) [@brianander81](/creator/undefined) [@common8er](/creator/undefined) [@smallcapcanada](/creator/undefined) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Netflix Inc (NFLX)](/topic/$nflx) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Micron Technology, Inc. (MU)](/topic/$mu) [Microsoft Corp. (MSFT)](/topic/$msft) [Applied Materials, Inc. (AMAT)](/topic/$amat) [Tesla, Inc. (TSLA)](/topic/$tsla) [Goldman Sachs (GS)](/topic/goldman-sachs) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Eli Lilly and Company (LLY)](/topic/$lly) [Advanced Micro Devices (AMD)](/topic/$amd) [Intel Corporation (INTC)](/topic/$intc) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [JPMorgan Chase (JPM)](/topic/$jpm) [SoFi Technologies, Inc. Common Stock (SOFI)](/topic/sofi-technologies) [RAI Finance (SOFI)](/topic/$sofi) [Novo-Nordisk (NVO)](/topic/$nvo) [Apple, Inc. (AAPL)](/topic/$aapl) [Oracle Corporation (ORCL)](/topic/$orcl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [Basis Cash (BAC)](/topic/$bac) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Strategy (MSTR)](/topic/$mstr) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [DisChain (DIS)](/topic/$dis) [Shopify Inc (SHOP)](/topic/$shop) [Cloudflare, Inc. (NET)](/topic/cloudflare) ### Top Social Posts Top posts by engagements in the last [--] hours "🚨🔽TD Cowen analyst Krish Sankar downgraded Rigetti Computing $RGTI to Hold from Buy without a price target. The firm sees a balanced risk/reward at current share levels due to Rigetti's "premium valuation" relative to peers. The company may also need new capital to fund its 200mm fab the analyst tells investors in a research note. TD believes Rigetti is facing greater competition headwinds are being excluded from Defense Advanced Research Projects Agency's Quantum Benchmarking Initiative Stage B program. https://twitter.com/i/web/status/2021919387574305122" [X Link](https://x.com/anyuser/status/2021919387574305122) 2026-02-12T12:08Z 38K followers, [---] engagements "🚨🔼Seaport Research upgraded FuboTV $FUBO to Buy from Neutral with a $3 price target. The company just posted their first quarter post-merger of Disney's $DIS Hulu Live with FuboTV and shares fell dramatically but the firm believes that this now provides an interesting opportunity in the face of uncertainty the analyst tells investors in a research note. https://twitter.com/i/web/status/2019322594478928314 https://twitter.com/i/web/status/2019322594478928314" [X Link](https://x.com/TipRanks/status/2019322594478928314) 2026-02-05T08:09Z 38K followers, [----] engagements "🚨 Trump on Truth Social 🚨 Says the FCC is launching a probe into ABC's 'The View' amid enforcement of equal-time rules for candidates (link to Fox News). 📈 Affected Securities: $DIS $VOX $XLC $FOXA 📊 Sentiment: Negative" [X Link](https://x.com/TipRanks/status/2019955579687428433) 2026-02-07T02:05Z 38K followers, [----] engagements "Shopify $SHOP reports Q4 revenue $3.67B consensus $3.59B Reports Q4 GMV $123.84B and MRR $205M. "2025 was Shopify at full throttle - driving compounding growth while laying the rails for the new era of AI commerce" said Harley Finkelstein President of Shopify. "2026 will be the year of the builders and we'll be powering them - from first sale to full scale."Jeff Hoffmeister Chief Financial Officer said "We closed Q4 with strong top-line growth and disciplined cash generation with revenue up 31% year-over-year and a 19% free cash flow margin. This brings [----] to 30% revenue growth [--] percentage" [X Link](https://x.com/anyuser/status/2021558795449573691) 2026-02-11T12:15Z 38K followers, [---] engagements "🚨🔼Raymond James upgraded Oscar Health $OSCR to Outperform from Market Perform with an $18 price target. The stock's relative valuation is attractive at current levels as the company's margins recover across the Affordable Care Act exchange market the analyst tells investors in a research note. Raymond James sees Oscar Health as the "best house in a tough neighborhood." The firm says the company's Q4 miss is backwards looking and that its forward-looking outlook is "more supportive." https://twitter.com/i/web/status/2021886304208797880 https://twitter.com/i/web/status/2021886304208797880" [X Link](https://x.com/anyuser/status/2021886304208797880) 2026-02-12T09:57Z 38K followers, [---] engagements "🔼DZ Bank upgraded Cloudflare $NET to Buy from Hold with a $215 price target" [X Link](https://x.com/TipRanks/status/2022258573829365963) 2026-02-13T10:36Z 38K followers, [---] engagements "BREAKING: Viking Therapeutics $VKTX surges 13% and Structure Therapeutics $GPCR rises 7% after Pfizer halts its obesity drug development" [X Link](https://x.com/TipRanks/status/1912099560115122464) 2025-04-15T11:03Z 38K followers, [---] engagements "🔥Hot New IPO Stocks🔥 These three stocks $NTSK $PTRN & $STUB all hit the public market last month with IPO's in mid-September. Following the customary 'quiet period' Wall Street Analysts have now started weighing in - and the consensus is a Strong Buy Which of these newly public companies is on your watchlist https://twitter.com/i/web/status/1979251390364164510 https://twitter.com/i/web/status/1979251390364164510" [X Link](https://x.com/TipRanks/status/1979251390364164510) 2025-10-17T18:21Z 38K followers, [----] engagements "BofA analysts added $ASML to the firm's "Europe [--] list" while removing ASM International $ASMIY and Infineon $IFNNY. Bofa also rolled back RWE AG $RWEOY onto the list. The Europe [--] represents a list of the firm's best research ideas in Europe" [X Link](https://x.com/TipRanks/status/1996188538694697304) 2025-12-03T12:03Z 38K followers, 25.2K engagements "Cathie Woods ARK Investment added 124.5K shares of Robinhood $HOOD and 36.6K shares of Schrdinger $SDGR continuing its selective accumulation across fintech and AI-driven healthcare names" [X Link](https://x.com/TipRanks/status/1999415232314360034) 2025-12-12T09:45Z 38K followers, [---] engagements "⚡Stifel analyst Brian Chin raised the firm's price target on Applied Materials $AMAT to $340 from $250 and keeps a Buy rating on the shares as part of the firm's semi equipment [----] outlook. Field checks over the past few weeks have been bullish says the analyst who now expects growth in industry WFE spending of 10%-15% in calendar [----] exceeding its prior 7%-8% year-over-year forecast. https://twitter.com/i/web/status/2011440187084050747 https://twitter.com/i/web/status/2011440187084050747" [X Link](https://x.com/TipRanks/status/2011440187084050747) 2026-01-14T14:08Z 38K followers, [---] engagements "⚡ RBC Capital initiated coverage of Applied Materials $AMAT with an Outperform rating and $385 price target. The stock outperformed the SOX index but lagged US equipment peers last year due to China headwinds weaker mature node spending and possibly some share shifts the analyst tells investors in a research note. The firm adds it is positive on wafer fab spending and expects Applied Materials to grow at least in line in the next [--] months. https://twitter.com/i/web/status/2011705613978370358 https://twitter.com/i/web/status/2011705613978370358" [X Link](https://x.com/TipRanks/status/2011705613978370358) 2026-01-15T07:42Z 38K followers, [----] engagements "$AMAT: ⚡Needham analyst Charles Shi raised the firm's price target on Applied Materials to $390 from $260 and keeps a Strong Buy rating on the shares. Commentary from the Needham Growth Conference pointed to broad-based demand improvement over the past [--] days supporting a bullish sector outlook the analyst tells investors in a research note. Despite strong year-to-date performance the direction for semicap remains positive with Q4 earnings expected to deliver multiple catalysts the firm says. https://twitter.com/i/web/status/2013575630902763834" [X Link](https://x.com/TipRanks/status/2013575630902763834) 2026-01-20T11:33Z 38K followers, [----] engagements "🔼Deutsche Bank analyst Melissa Weathers upgraded Applied Materials $AMAT to Buy from Hold with a price target of $390 up from $275. The firm upped estimates for the company to reflect a "much more constructive" wafer fab equipment environment entering [----] and [----]. Deutsche's out-year estimates are now 10% above the Street with potential upside risk the analyst tells investors in a research note. The firm views Applied Materials' current discount valuation to peers as overdone. it sees potential for the gap to shrink going forward. https://twitter.com/i/web/status/2014657032566034869" [X Link](https://x.com/TipRanks/status/2014657032566034869) 2026-01-23T11:10Z 38K followers, [----] engagements "🚨 Trump on Truth Social 🚨 Trump claims China is "taking over" Canada expresses sadness and jokingly hopes they leave ice hockey alone. 📈 Affected Securities: $ENB $RY $XLF $XLE $GOLD $MCHI $GDX $EWC 📊 Sentiment: Negative" [X Link](https://x.com/TipRanks/status/2015488643205386584) 2026-01-25T18:15Z 38K followers, [----] engagements "🚨 Trump on Truth Social 🚨 Trump alleges Minnesota is covering up a massive financial fraud. 📈 Affected Securities: $AMP $USB $XLF $KRE $VFH 📊 Sentiment: Negative" [X Link](https://x.com/TipRanks/status/2015489895117033495) 2026-01-25T18:20Z 38K followers, [----] engagements "🚨🔼Needham upgraded AppLovin $APP to Buy from Hold with a $700 price target. The firm's e-commerce work has given it added confidence in the trajectory of AppLovin's e-commerce revenue growth in [----]. In addition the stock has pulled back off the highs from a month ago the analyst tells investors in a research note. Needham upped AppLovin's e-commerce sales estimates for [----] to $1.45B from $1.05B prior as it now assumes the growth in advertisers from the self-service launch and ramp-up in spend more than offsets typical Q1 seasonality. The firm sees potential upside the numbers in a bull" [X Link](https://x.com/TipRanks/status/2015760765706260705) 2026-01-26T12:16Z 38K followers, [----] engagements "⚡Susquehanna raised the firm's price target on Nu Holdings $NU to $22 from $19 and keeps a Positive rating on the shares. The firm sees a good setup for [----] as they sense they are growing closer to a period of global expansion for NU as it templatizes its expansion beyond Brazil Mexico and Colombia into the US. They also remain confident in the company's underlying asset quality with relatively stable delinquency rates and attractive unit economics across its existing markets. https://twitter.com/i/web/status/2016120338451497432 https://twitter.com/i/web/status/2016120338451497432" [X Link](https://x.com/TipRanks/status/2016120338451497432) 2026-01-27T12:05Z 38K followers, [----] engagements "🔼Mizuho analyst Vijay Rakesh upgraded Applied Materials $AMAT to Outperform from Neutral with a price target of $370 up from $275. As the world's number two wafer fab equipment supplier Applied Materials will benefit from accelerating spending in the U.S. Taiwan and Japan the analyst tells investors in a research note. The firm sees tailwinds for the company as it estimates [----] WFE spending will be up 13% year-over-year in [----] and 12% in [----]. This is a "significant acceleration" versus Mizuho's prior expectations the analyst notes. https://twitter.com/i/web/status/2016423316156772527" [X Link](https://x.com/TipRanks/status/2016423316156772527) 2026-01-28T08:09Z 38K followers, [----] engagements "🔼Mizuho analyst Dan Dolev upgraded Circle Internet $CRCL to Neutral from Underperform with a price target of $77 up from $70. Since all Polymarket bets are settled in USD coin Mizuho now sees USDC on Polymarket as a "looming catalyst" for Circle Internet the analyst tells investors in a research note. The firm says [----] is off to a strong start for Polymarket with annualized volumes of $50B. The current run-rate could drive 25% potential upside to USDC's market capitalization with even more upside plausible given the multitude of prediction events "ranging from will Jesus return before 2027" [X Link](https://x.com/TipRanks/status/2016448759501123635) 2026-01-28T09:50Z 38K followers, [----] engagements "🔽🚨BMO Capital downgraded First Solar $FSLR to Market Perform from Outperform with a price target of $263 down from $285. The firm "initially dismissed as aspirational" Tesla $TSLA CEO Elon Musk's remarks last week about potentially building a significant vertically integrated solar photovoltaic modules manufacturing base to self-generate. However Musk's remarks during Tesla's earnings call suggest "this is likely to become a bona fide effort" in the next few quarters the analyst tells investors in a research note. BMO believes Tesla's efforts could be an overhang on First Solar shares "for" [X Link](https://x.com/TipRanks/status/2016819974694658441) 2026-01-29T10:25Z 38K followers, [----] engagements "China has approved DeepSeek to purchase Nvidia's $NVDA H200 chips though regulatory conditions are still being finalized according to sources Reuters' Fanny Potkin reports. The move follows reports that major Chinese tech firms like Alibaba $BABA and Tencent $TCEHY have also received clearance for large H200 purchases even as Nvidia's CEO said licensing details remain unresolved. https://twitter.com/i/web/status/2017193894601982362 https://twitter.com/i/web/status/2017193894601982362" [X Link](https://x.com/TipRanks/status/2017193894601982362) 2026-01-30T11:11Z 38K followers, [----] engagements "🚨 Trump on Truth Social 🚨 Trump praises Kevin Hassett saying there was speculation Hassett might be named Fed Chair but he will remain at the White House because he is doing an outstanding job. 📈 Affected Securities: $BAC $C $JPM $XLF $KRE $VFH $VNQ $IYR $XLRE 📊 Sentiment: Positive https://twitter.com/i/web/status/2017218803621363761 https://twitter.com/i/web/status/2017218803621363761" [X Link](https://x.com/TipRanks/status/2017218803621363761) 2026-01-30T12:50Z 38K followers, [---] engagements "🚨 Trump on Truth Social 🚨 Praises Christopher Waller Rick Rieder and others interviewed for a Federal Reserve position calling them outstanding and thanking them. 📈 Affected Securities: $BAC $BLK $JPM $XLF $KRE $VFH 📊 Sentiment: Positive" [X Link](https://x.com/TipRanks/status/2017220049723916398) 2026-01-30T12:55Z 38K followers, [---] engagements "🚨William Blair analyst Andrew Jeffrey says SoFi Technologies $SOFI easily beat Q4 revenue and EBITDA estimates while guiding [----] EBITDA well ahead of estimates. SoFi's Implied 55% incremental EBITDA margin "suggests the company does not have enough investment opportunities to keep profitability down" the analyst tells investors in a research note. William Blair encourages investors to buy the stock into the post-earnings rally. "The future of banking is SoFi" it contends. The firm calls the quarter a "blowout" and believes the company's accelerating key performance indicators suggest an" [X Link](https://x.com/TipRanks/status/2017222190932898265) 2026-01-30T13:03Z 38K followers, 34.8K engagements "⚡Roth Capital analyst Rohit Kulkarni raised the firm's price target on Reddit $RDDT to $215 from $210 and keeps a Neutral rating on the shares ahead of its Q4 results. Roth expects a "beat and raise" earnings result adding that it would be a "tactical buyer" given the stock's recent weakness the analyst tells investors in a research note. https://twitter.com/i/web/status/2017222394788622762 https://twitter.com/i/web/status/2017222394788622762" [X Link](https://x.com/TipRanks/status/2017222394788622762) 2026-01-30T13:04Z 38K followers, [----] engagements "Mizuho analyst Dan Dolev says SoFi Technologies' $SOFI "strong" Q4 beat and "upbeat" guidance following the stock's "disappointing" performance year-to-date "should offer a sigh of relief." The firm has an Outperform rating on the shares with a $38 price target" [X Link](https://x.com/TipRanks/status/2017222736473383069) 2026-01-30T13:05Z 38K followers, [----] engagements "🚨 Trump on Truth Social 🚨 US steel production surpassed Japan's for the first time in [--] years which the post attributes to Trump-era tariffs and a [----] AI data-center construction boom. 📈 Affected Securities: $CLF $NUE $VIS $XLI $GDX $VNQ $XME $EWJ $IYJ $IYR $SLX $XLRE 📊 Sentiment: Positive https://twitter.com/i/web/status/2017966221103161591 https://twitter.com/i/web/status/2017966221103161591" [X Link](https://x.com/TipRanks/status/2017966221103161591) 2026-02-01T14:20Z 38K followers, [----] engagements "🚨 Trump on Truth Social 🚨 Donald Trump endorses Jeff Ellington for Indiana State Senate District [--] criticizes incumbent Eric Bassler and Kristi Risk as RINOs for opposing redistricting and highlights Ellington's background as a businessman firefighter farmer and GOP official. Trump says Ellington will protect Hoosier values support farmers and ranchers grow the economy cut taxes and regulations promote Made in the U.S.A. advance American energy dominance support the military and law enforcement safeguard elections and protect the Second Amendment. 📈 Affected Securities: $CVX $DE $XOM $VIS" [X Link](https://x.com/TipRanks/status/2018036732902490455) 2026-02-01T19:00Z 38K followers, [---] engagements "🚨 Trump on Truth Social 🚨 Asserts that Iowans are earning more and paying less after Trump's return linking to a Des Moines Register opinion piece. 📈 Affected Securities: $CASY $DE $PFG $VIS $XLF $XLI $KRE $VCR $VFH $XLY $IYJ 📊 Sentiment: Positive" [X Link](https://x.com/TipRanks/status/2018036743270703490) 2026-02-01T19:00Z 38K followers, [----] engagements "🚨 Trump on Truth Social 🚨 Claims the United States produced more steel in [----] than Japan and credits President Trump. 📈 Affected Securities: $CLF $NUE $VIS $XLI $GDX $XME $EWJ $IYJ $SLX 📊 Sentiment: Positive" [X Link](https://x.com/TipRanks/status/2018108404149911885) 2026-02-01T23:45Z 38K followers, [----] engagements "⚡Phillip Securities analyst Yik Ban Chong initiated coverage of Micron $MU with a Buy rating and $500 price target. The firm says the company's high bandwidth memory products are in high demand. It believes Micron can "chip away" at SK Hynix's market share when its HBM4 ramps beyond Q2. https://twitter.com/i/web/status/2018236813614219724 https://twitter.com/i/web/status/2018236813614219724" [X Link](https://x.com/TipRanks/status/2018236813614219724) 2026-02-02T08:15Z 38K followers, [----] engagements "Nvidia $NVDA CEO Jensen Huang said the companys new OpenAI investment will be huge calling it potentially Nvidias largest ever though well below $100B. Nvidia plans to participate in OpenAIs latest funding round after earlier internal hesitation. $OPENAI" [X Link](https://x.com/TipRanks/status/2018279014280901056) 2026-02-02T11:03Z 38K followers, [----] engagements "🚨President Trump plans to launch a $1B strategic critical minerals stockpile Project Vault to reduce U.S. reliance on Chinese rare earths and protect manufacturers from supply shocks Bloomberg's Jennifer A. Dlouhy and Joe Deaux report. The initiative would combine $10B in Export-Import Bank loans with $1.67B in private capital to procure and store minerals for U.S. industry according to the report. Publicly traded companies in the space include MP Materials $MP USA Rare Earth $USAR Critical Metals $CRML and United States Antimony $UAMY. https://twitter.com/i/web/status/2018308342561509752" [X Link](https://x.com/TipRanks/status/2018308342561509752) 2026-02-02T12:59Z 38K followers, [----] engagements "🚨 Trump on Truth Social 🚨 Trump says he welcomes China and India investing in Venezuela's oil sector linking to a Bloomberg article about the statement. 📈 Affected Securities: $CVX $SLB $XLE $MCHI $OIH $VDE $INDA 📊 Sentiment: Positive" [X Link](https://x.com/TipRanks/status/2018332386358890643) 2026-02-02T14:35Z 38K followers, [---] engagements "BREAKING: 🚨🔼JPMorgan analyst Reginald Smith upgraded SoFi Technologies $SOFI to Overweight from Neutral with an unchanged price target of $31. The stock has declined 10% since the Q4 earnings call on Friday despite SoFi posting record results and better than expected fiscal [----] EBITDA guidance the analyst tells investors in a research note. JPMorgan says the selloff has created the entry point it had been waiting for. The momentum in SoFi 's business is "undeniable" as the company continues to add new members and deposits at a record pace adds the firm." [X Link](https://x.com/TipRanks/status/2018629332130808087) 2026-02-03T10:15Z 38K followers, [----] engagements "🚨 Trump on Truth Social 🚨 Trump confirms talks with Cuba and says he is hopeful he will strike a deal. 📈 Affected Securities: $CCL $RCL $AAL $VIS $XLI $VCR $XLY $IYJ 📊 Sentiment: Positive" [X Link](https://x.com/TipRanks/status/2018701121343062073) 2026-02-03T15:00Z 38K followers, [---] engagements "Cathie Wood's ARK Investment bought 90K shares of Robinhood $HOOD yesterday" [X Link](https://x.com/TipRanks/status/2018959967194104164) 2026-02-04T08:09Z 38K followers, [----] engagements "$NVS Q4 Earnings: EPS $2.03 vs est. $1.98 (beat); Revenue $13.34B vs est. $13.70B (miss). FY sales +8% driven by Kisqali (+57%) Kesimpta (+36%) Pluvicto (+42%). Core margin reached 40.1%. [----] guidance: low single-digit sales growth low single-digit core operating income decline amid largest patent expiry in company history. https://twitter.com/i/web/status/2018984618821578864 https://twitter.com/i/web/status/2018984618821578864" [X Link](https://x.com/TipRanks/status/2018984618821578864) 2026-02-04T09:46Z 38K followers, [---] engagements "$LLY Q4: Beat on both lines with EPS of $7.54 (est. $6.91) and revenue of $19.3B (est. $17.94B) up 43% YoY driven by Mounjaro and Zepbound volume growth. Issues strong [----] guidance of $80-83B revenue and $33.50-35.00 EPS. Announced U.S. government agreement to expand obesity medicine access. https://twitter.com/i/web/status/2019016138802241949 https://twitter.com/i/web/status/2019016138802241949" [X Link](https://x.com/TipRanks/status/2019016138802241949) 2026-02-04T11:52Z 38K followers, [---] engagements "🚨🔼Citizens upgraded Uber $UBER to Outperform from Market Perform with a $100 price target. The firm's worries around headline risk around competition specifically from Tesla $TSLA remain but its upgrade is based on better valuation the analyst tells investors. While the firm still expects competition from Tesla to be meaningful in the years to come it believes Uber is doing "an exceptional job" building out a strong network of AV partners that it can aggregate in the medium term the analyst added. https://twitter.com/i/web/status/2019151809558745318" [X Link](https://x.com/TipRanks/status/2019151809558745318) 2026-02-04T20:51Z 38K followers, [----] engagements "$GOOG Q4: EPS $2.82 vs est. $2.63 Revenue $113.8B vs est. $111.32B. Both beat. Revenue +18% YoY driven by Google Cloud +48% to $17.7B and Search +17%. Operating margin 32%. Guiding [----] CapEx to $175-185B to support AI infrastructure investments" [X Link](https://x.com/TipRanks/status/2019155820639027480) 2026-02-04T21:07Z 38K followers, [----] engagements "🚨 Trump on Truth Social 🚨 Asserts that Trump's MAHA movement unexpectedly helped lower food price inflation and links to an article. 📈 Affected Securities: $KR $TSN $WMT $VDC $XLP $XLY 📊 Sentiment: Positive" [X Link](https://x.com/TipRanks/status/2019269829367136728) 2026-02-05T04:40Z 38K followers, [---] engagements "🚨🔽Stifel downgraded Microsoft $MSFT to Hold from Buy with a price target of $392 down from $540. Given the well-documented Azure supply issues coupled with Google's $GOOGL strong Google Cloud Platform and Gemini results this evening and growing Anthropic momentum a near-term Azure acceleration is unlikely the analyst tells investors in a research note. FY27 is also likely to have less in-period revenue recognition as FY26 befitted from several product cycles the firm added. Stifel is modeling [----] EPS view of $18.70 which is "meaningfully below" consensus the analyst stated." [X Link](https://x.com/TipRanks/status/2019322226873356538) 2026-02-05T08:08Z 38K followers, [----] engagements "Tower Semiconductor $TSEM announced it is scaling AI infrastructure deployments with high performance silicon photonics for 1.6T data center optical modules designed for Nvidia $NVDA networking protocols. Tower Semiconductor's silicon photonics enables up to double the data-rate compared to prior silicon photonics solutions providing increased bandwidth and throughput for optical connectivity speeding AI application performance on AI infrastructure. https://twitter.com/i/web/status/2019385549451096201 https://twitter.com/i/web/status/2019385549451096201" [X Link](https://x.com/TipRanks/status/2019385549451096201) 2026-02-05T12:20Z 38K followers, [----] engagements "Stellantis $STLA plunges 27% after the carmaker said a business reset resulted in charges of around EUR 22.2B for the second half of 2025" [X Link](https://x.com/TipRanks/status/2019778630184788200) 2026-02-06T14:22Z 38K followers, [---] engagements "WeRide $WRD and Uber $UBER announced an expansion of their strategic partnership to deploy at least [----] robotaxis across the Middle East. The deployment which will span Abu Dhabi Dubai and Riyadh is expected to be completed as soon as 2027" [X Link](https://x.com/TipRanks/status/2019781583335498158) 2026-02-06T14:33Z 38K followers, [---] engagements "FDA plans enforcement action against non-FDA-approved compounded GLP-1 drugs targeting misleading marketing and safety claims. The move pressures compounders and platforms like $HIMS while reinforcing the moat around FDA-approved players $LLY and $NVO. Regulatory risk is rising fast for off-label GLP-1 sellers. https://twitter.com/i/web/status/2019893771454788019 https://twitter.com/i/web/status/2019893771454788019" [X Link](https://x.com/TipRanks/status/2019893771454788019) 2026-02-06T21:59Z 38K followers, [----] engagements "H.C. Wainwright raised its price target on $MSTR to $540 from $500 and reiterated Buy calling it its top stock pick for [----] post-Q4. The firm expects Strategy to outperform Bitcoin via steady Bitcoin-per-share gains citing strong execution aggressive January buying and a $3.9B raise to add [-----] BTC despite weak sentiment. https://twitter.com/i/web/status/2019893808780161430 https://twitter.com/i/web/status/2019893808780161430" [X Link](https://x.com/TipRanks/status/2019893808780161430) 2026-02-06T21:59Z 38K followers, [---] engagements "🚨 Trump on Truth Social 🚨 Announces a dramatic drop in the price of Ozempic (GLP1 diabetes/weightloss drug) linking to a Daily Caller article. 📈 Affected Securities: $CVS $LLY $NVO $XLV $VHT $IBB 📊 Sentiment: Negative" [X Link](https://x.com/TipRanks/status/2019894031883419762) 2026-02-06T22:00Z 38K followers, [----] engagements "🚨 Trump on Truth Social 🚨 The White House has launched a program called 'TrumpRx' to lower prescription drug prices described as the 'biggest thing in healthcare' in decades. 📈 Affected Securities: $AMGN $MRK $PFE $XLV $VHT $IBB 📊 Sentiment: Negative" [X Link](https://x.com/TipRanks/status/2019894053874102620) 2026-02-06T22:00Z 38K followers, [----] engagements "🚨 Trump on Truth Social 🚨 Trump claims the Dow reached [-----] today three years ahead of schedule credits his performance and warns voters to remember for the midterms because Democrats will 'crash the economy.' 📈 Affected Securities: $AAPL $JPM $MSFT $QQQ $XLF $XLK $KRE $VFH $VGT 📊 Sentiment: Positive https://twitter.com/i/web/status/2019900207408828888 https://twitter.com/i/web/status/2019900207408828888" [X Link](https://x.com/TipRanks/status/2019900207408828888) 2026-02-06T22:25Z 38K followers, [----] engagements "🚨 Trump on Truth Social 🚨 Trump urges approval of the NexstarTegna deal arguing increased competition will challenge national TV 'Fake News' networks and calling to 'get that deal done.' 📈 Affected Securities: $NXST $SBGI $VOX $TGNA $XLC 📊 Sentiment: Positive" [X Link](https://x.com/TipRanks/status/2020159420005564584) 2026-02-07T15:35Z 38K followers, [---] engagements "🚨🔼Roth Capital upgraded Roblox $RBLX to Buy from Neutral with a price target of $84 up from $78. The firm is more positive on the shares due to Roblox's better than expected [----] bookings guidance and over 20% bookings growth outlook annually over the next several years. The company has a "strong sustainable virtuous circle" with improving development tools that are producing higher quality games the analyst tells investors in a research note. Roth sees an attractive valuation at current share levels. https://twitter.com/i/web/status/2020797632419971503" [X Link](https://x.com/TipRanks/status/2020797632419971503) 2026-02-09T09:51Z 38K followers, [----] engagements "🚨🔼Citizens analyst Devin Ryan upgraded SoFi Technologies $SOFI to Outperform from Market Perform with a $30 price target. The stock has sold off to $21 after having traded to highs over $30 in late [----] now down 20% year-to-date the analyst tells investors in a research note. The firm believes the recent risk-off rotation has penalized higher-growth narratives. It believes SoFi's selloff is less about near-term macro fear and more about "style factor compression and technicals creating an opportunity" to own the stock. The company offers "compounding at scale" and "rapidly diversifying" [X Link](https://x.com/TipRanks/status/2020831196956033261) 2026-02-09T12:04Z 38K followers, [---] engagements "🚨🔼Wolfe Research upgraded Robinhood $HOOD to Outperform from Peer Perform with a $125 price target. Shares are down 27% year-to-date notes the analyst who sees the risk/reward as more attractive following the pullback. The firm believes most sources of EPS improvement are durable as higher prediction markets volumes should offset pressure in other areas like crypto the analyst added. https://twitter.com/i/web/status/2020831471422800239 https://twitter.com/i/web/status/2020831471422800239" [X Link](https://x.com/TipRanks/status/2020831471422800239) 2026-02-09T12:05Z 38K followers, [---] engagements "🚨Wedbush is adding Salesforce $CRM and ServiceNow $NOW to AI [--] List. The firm is removing Roblox $RBLX and Baidu $BIDU from the list. Wedbush tells investors it believes the software selloff is way overdone. The AI Revolution is just beginning and Wedbush believes tech stocks and the AI winners should be bought given its view that this is year three of what will be a 10-year cycle of this AI Revolution buildout. https://twitter.com/i/web/status/2020841877361012946 https://twitter.com/i/web/status/2020841877361012946" [X Link](https://x.com/TipRanks/status/2020841877361012946) 2026-02-09T12:47Z 38K followers, [----] engagements "🚨🔽Melius Research analyst Ben Reitzes downgraded Oracle $ORCL to Hold from Buy with a $160 price target. While the firm says it admires Larry Ellison for "going for it here" it adds that it may just be a tough slog as debt and equity will be an overhang for some time as it questions "What should a stock sell for with no free cash flow until the 2030s" Oracle should be valued "more akin to an infrastructure company vs. a software company" the analyst added. https://twitter.com/i/web/status/2020864839199932517 https://twitter.com/i/web/status/2020864839199932517" [X Link](https://x.com/TipRanks/status/2020864839199932517) 2026-02-09T14:18Z 38K followers, [---] engagements "💵Most Anticipated Earnings Reports This Week💵 On deck to share earnings results this week are Coca-Cola $KO McDonald's $MCD Coinbase $COIN Robinhood $HOOD Nebius $NBIS Coinbase $COIN and Airbnb $ABNB plus many more Which of these names do you expect to outperform" [X Link](https://x.com/TipRanks/status/2020866250566492321) 2026-02-09T14:23Z 38K followers, [----] engagements "In a regulatory filing Strategy $MSTR announced an update on its bitcoin holdings. The company reported acquiring [----] bitcoin for approximately $90M at an average purchase price of $78815 between February [--] and February [--]. As of February [--] Strategy holds [------] bitcoin acquired for an aggregate purchase price of approximately $54.35B" [X Link](https://x.com/TipRanks/status/2020871137282916604) 2026-02-09T14:43Z 38K followers, [---] engagements "JPMorgan analyst Doug Anmuth keeps an Overweight rating and $265 price target on Amazon $AMZN. The stock has fallen following last week's earnings as its [----] capex target of $200B is "well above expectations" and likely suggests "significant free cash flow burn" this year the analyst tells investors in a research note. The firm notes however that the investment is coming from a position of strong demand and should support AWS growth acceleration through [----]. Going forward investor focus will be on AWS and backlog growth Retail market share gains and margin expansion JPMorgan added." [X Link](https://x.com/TipRanks/status/2021154489055453687) 2026-02-10T09:29Z 38K followers, [----] engagements "Amazon $AMZN has notified industry executives that it is planning to start a marketplace where publishers can market content to firms offering AI products The Information's Catherine Perloff and Erin Woo report citing two people familiar with the project" [X Link](https://x.com/TipRanks/status/2021154606760284293) 2026-02-10T09:29Z 38K followers, [---] engagements "🚨🔼Daiwa upgraded Palantir $PLTR to Buy from Neutral with an $180 price target" [X Link](https://x.com/anyuser/status/2021169819723157797) 2026-02-10T10:30Z 38K followers, [----] engagements "$KO Q4: EPS $0.58 (adj) vs $0.56 est ✓; Revenue $11.8B vs $12.03B est ✗. Organic revenue +5% operating margin expanded to 24.4%. However took $960M impairment charge on BODYARMOR. Full year free cash flow $11.4B ex-fairlife payment. Currency headwinds impacted results" [X Link](https://x.com/TipRanks/status/2021192349997580728) 2026-02-10T11:59Z 38K followers, [---] engagements "$JMIA Q4: Revenue $61.4M vs est. $63.8M (miss). GMV surged 36% YoY to $279.5M driving strong momentum. Adjusted EBITDA loss improved 47% to $7.3M. Cash burn dramatically reduced to $1.7M from $26.5M YoY. Company targeting Q4 [----] breakeven with continued strong growth expected in [----]. https://twitter.com/i/web/status/2021192399800742337 https://twitter.com/i/web/status/2021192399800742337" [X Link](https://x.com/TipRanks/status/2021192399800742337) 2026-02-10T11:59Z 38K followers, [----] engagements "🚨🔼Oppenheimer upgraded Unity $U to Outperform from Perform with a $38 price target. The firm says that the recent selloff driven by fears that "world models" like Google's $GOOGL Project Genie will displace game engines is fundamentally misplaced and ignores the distinct architectural role Unity plays in development. Oppenheimer views the current valuation as disconnected from the company's improving fundamentals specifically the successful re-acceleration of the Grow segment via the Vector and disciplined cost management. The firm views the current risk/reward profile as favorable. Further" [X Link](https://x.com/TipRanks/status/2021207032326402410) 2026-02-10T12:58Z 38K followers, [----] engagements "🚨🔼Baird analyst Shrenik Kothari upgraded Cloudflare $NET to Outperform from Neutral with a price target of $260 up from $230. The company's Q4 report Q4 "marked the strongest confirmation yet" that its growth vectors are now "compounding simultaneously" the analyst tells investors in a research note. The firm says Cloudflare posted record annual contract value accelerating remaining performance obligation and further go-to-market gains. It views the fiscal [----] outlook as "prudent." With investment sentiment "moderated" and accelerating fundamentals Cloudflare's risk/reward has turned" [X Link](https://x.com/TipRanks/status/2021526458955366661) 2026-02-11T10:07Z 38K followers, [---] engagements "Just in: YouTube is now the most-watched video provider on U.S. TVs surpassing phones and other devices with over 1B hours viewed daily reports WSJ citing Nielsen data. #YouTube #Streaming" [X Link](https://x.com/TipRanks/status/1946973412120743963) 2025-07-20T16:40Z 38K followers, [----] engagements "$APP: Evercore ISI analyst Robert Coolbrith reiterated a Buy rating and $835 price target on AppLovin noting the decline in the shares possibly in reaction to Google's $GOOGL Project Genie an AI platform for prompt-based generation of infinite open world digital experiences. The firm views the move as "incorrect directionally" as it believes Genie will ease production of game content increasing total game content availability in the market and in turn increasing the relative importance and value capture opportunity of game discovery layers chiefly AppLovin. The firm also views AppLovin as at" [X Link](https://x.com/TipRanks/status/2017341043151163485) 2026-01-30T20:55Z 38K followers, 24.4K engagements "🚨 Trump on Truth Social 🚨 Trump says he approved $39.1 million in disaster relief for Mississippi after a severe winter storm praises the state and Governor Tate Reeves and expresses support for Mississippians. 📈 Affected Securities: $CAT $HD $LOW $VIS $XLF $XLI $KRE $VCR $VFH $XLY $IYJ 📊 Sentiment: Positive https://twitter.com/i/web/status/2019885111878046042 https://twitter.com/i/web/status/2019885111878046042" [X Link](https://x.com/TipRanks/status/2019885111878046042) 2026-02-06T21:25Z 38K followers, [---] engagements "🚨 Trump on Truth Social 🚨 He approved $60.6 million in federal aid for Tennessee to assist recovery from a severe winter storm praising residents and saying they will rebuild quickly. 📈 Affected Securities: $CAT $HD $LOW $MLM $VMC $VIS $XLI $VCR $XLY $IYJ 📊 Sentiment: Positive https://twitter.com/i/web/status/2019886406315774174 https://twitter.com/i/web/status/2019886406315774174" [X Link](https://x.com/TipRanks/status/2019886406315774174) 2026-02-06T21:30Z 38K followers, [---] engagements "$NTES Q4: Revenue $3.9B vs est. $4.15B (miss); Non-GAAP EPS $1.58 vs est. $2.05 (miss). Revenue +3% YoY to RMB27.5B. Gaming revenue +3.4% YoY. Gross profit +8.7%. Company highlights AI integration across game development and strong performance from global titles including Sword of Justice and Marvel Rivals. https://twitter.com/i/web/status/2021531149147738339 https://twitter.com/i/web/status/2021531149147738339" [X Link](https://x.com/TipRanks/status/2021531149147738339) 2026-02-11T10:25Z 38K followers, [---] engagements "🚨🔼JPMorgan upgraded MercadoLibre $MELI to Overweight from Neutral with a price target of $2800 up from $2650. The firm cites valuation for the upgrade following the stock's recent underperformance. Shopee increased its take rates last week "signaling a more benign competitive environment" the analyst tells investors in a research note. JPMorgan also no longer sees material downside risk to MercadoLibre's consensus estimates for [----] and [----]. The company should be able to "sustain a good pace of growth" in Brazil in Q4 of [----] above 30% adds the firm." [X Link](https://x.com/TipRanks/status/2021887844373909880) 2026-02-12T10:03Z 38K followers, [----] engagements "Yesterday Cathie Woods ARK Investment added 108.5K shares of Circle Internet $CRCL 174K shares of Alphabet $GOOG and 396K shares of CoreWeave $CRWW. The portfolio shifts reflect continued positioning toward AI cloud infrastructure and digital platforms" [X Link](https://x.com/TipRanks/status/1993592412066005045) 2025-11-26T08:07Z 38K followers, [----] engagements "🚨Wolfe Research initiates Circle Internet $CRCL with Underperform and a $60 PT. While calling Circle the undisputed leader in regulated stablecoins Wolfe warns of rate and competitive headwinds and says the stock still trades at a premium valuation" [X Link](https://x.com/TipRanks/status/1995806514246791204) 2025-12-02T10:45Z 38K followers, [----] engagements "$ABBV Q4: Adj EPS $2.71 vs est. $2.65 Revenue $16.62B vs est. $16.41B. FY revenue up 8.6% to $61.16B driven by Skyrizi ($17.6B strong growth) and Rinvoq ($8.3B). Immunology portfolio up 14% for year. Provides [----] adj EPS guidance of $14.37-$14.57" [X Link](https://x.com/TipRanks/status/2019033296202842292) 2026-02-04T13:00Z 38K followers, [---] engagements "TD Cowen sees upside for Micron $MU toward $60 in earnings per share in [----] above the firm's prior bull case of $50. This opens the door for a $600 stock price over time the analyst tells investors in a research note. Micron closed Friday up $11.80 to $394.69. The tightness in the DRAM market will last for multiple years the analyst tells investors in a research note. The firm expects a "gradual re-rating path" toward 12-times earnings on a "normalized" $50 per share earnings power. https://twitter.com/i/web/status/2020841061543723231 https://twitter.com/i/web/status/2020841061543723231" [X Link](https://x.com/TipRanks/status/2020841061543723231) 2026-02-09T12:43Z 38K followers, [----] engagements "Hims & Hers $HIMS said in a post on X formerly Twitter: "Novo Nordisk's $NVO lawsuit is a blatant attack by a Danish company on millions of Americans who rely on compounded medications for access to personalized care. Once again Big Pharma is weaponizing the US judicial system to limit consumer choice. This lawsuit attacks more than just one medication or company - it directly assaults a well-established vital component of US pharmacy practice that has improved patient care for everything from obesity to infertility to cancer. Hims & Hers has a long history of providing safe access to" [X Link](https://x.com/TipRanks/status/2020857899262566773) 2026-02-09T13:50Z 38K followers, [----] engagements "Love is in the Air and So Are the Savings 💖 This Valentines Day give your portfolio some love with TipRanks Premium now 70% OFF Get full access to analyst ratings hedge fund moves AI stock insights and more to make smarter investing decisions in [----]. Dont miss this limited-time offer your portfolio deserves a little love too 👉 Claim your discount here: https://www.tipranks.com/checkout/v2llf=campaign-social&coupon=VAL70PER&subscription=tipranks-premium-yearly&activeNewsletters=true" [X Link](https://x.com/anyuser/status/2020939551447896424) 2026-02-09T19:15Z 38K followers, [----] engagements "$DDOG Q4: Revenue $953M vs est. $918.7M (+29% YoY); EPS $0.59 vs est. $0.56. Strong customer growth with [---] $1M+ ARR customers (up 31% YoY). FY26 guidance: $4.06B-$4.10B revenue $2.08-$2.16 EPS. Generated $291M free cash flow in quarter" [X Link](https://x.com/TipRanks/status/2021200186404634773) 2026-02-10T12:30Z 38K followers, [---] engagements "🚨January U.S. nonfarm payrolls rise [------] unemployment rate falls to 4.3% $QQQ $SPY" [X Link](https://x.com/TipRanks/status/2021578761867563404) 2026-02-11T13:35Z 38K followers, [---] engagements "🚨TD Cowen upgraded Shopify $SHOP to Buy from Hold with an unchanged price target of $159. The firm cites valuation for the upgrade with the shares down 30% year-to-date. Shopify's "strong" quarter continued growth momentum and the post-earnings pullback "represents an attractive entry point for investors to own the de facto modern-day eCommerce infrastructure" the analyst tells investors in a research note. TD believes Shopify's fundamentals are strong while the stock's valuation is now "much more reasonable."" [X Link](https://x.com/anyuser/status/2021702111797379510) 2026-02-11T21:45Z 38K followers, [---] engagements "🚨 Trump on Truth Social 🚨 Trump criticizes Canada for taking advantage of the U.S. on trade urges tariffs at the northern border and says Republicans should maintain that stance. 📈 Affected Securities: $EWC 📊 Sentiment: Negative" [X Link](https://x.com/anyuser/status/2021727249246871914) 2026-02-11T23:25Z 38K followers, [---] engagements "🚨🔼Jefferies upgraded Novo Nordisk $NVO to Hold from Underperform with a price target of DKK [---] up from DKK [---]. The firm says consensus estimate cuts better reflect the company's outlook. Novo's near-term downside risks have now crystallized the analyst tells investors in a research note. Jefferies believes the company still needs meaningful acquisitions to diversify its portfolio but says the U.S. oral Wegovy launch could drive share momentum. https://twitter.com/i/web/status/2021886499931701290 https://twitter.com/i/web/status/2021886499931701290" [X Link](https://x.com/anyuser/status/2021886499931701290) 2026-02-12T09:58Z 38K followers, [----] engagements "Truist lowered the firm's price target on Robinhood $HOOD to $120 from $130 and keeps a Buy rating on the shares. The firm views the company's Q4 earnings report as "frustrating." Robinhood posted few financial positives outside of the prediction markets the analyst tells investors in a research note. Truist says that in addition to crypto weakness important metrics for Robinhood like user growth and net deposits were light in December. January was" better but not by much" adds the firm. Truist is still positive on the company's longer-term potential but says the shares could see short-term" [X Link](https://x.com/TipRanks/status/2021919504343658764) 2026-02-12T12:09Z 38K followers, [---] engagements "🚨🔽Monness Crespi downgraded Coinbase $COIN to Sell from Buy with a $120 price target as the firm is cutting estimates "again" ahead of the company's Q4 report. The firm says its prior assumption of a steady recovery over the course of calendar [----] was "foolish" given the typical length and magnitude of crypto bear markets telling investors that it now models softness through the first half of [----] and sets its calendar [----] and [----] estimates below the Street view. The firm expects better entry points in the future the analyst added. https://twitter.com/i/web/status/2021927628815344116" [X Link](https://x.com/TipRanks/status/2021927628815344116) 2026-02-12T12:41Z 38K followers, [----] engagements "⚡Tigress Financial resumed coverage of Tesla $TSLA with a Buy rating and $550 price target The firm sees long-term growth and value creation increasingly being driven by Teslas evolution from a pure-play EV manufacturer into a multi-layered physical AI platform. The firm sees the physical AI growth flywheel being driven by expanding Full Self Drive subscriptions robotaxis and Optimus humanoid robots to stack on top of an already sizable and profitable EV and energy base the analyst tells investors. https://twitter.com/i/web/status/2021967991655559425" [X Link](https://x.com/anyuser/status/2021967991655559425) 2026-02-12T15:21Z 38K followers, [---] engagements "Goldman Sachs keeps a Buy rating and $600 price target on Microsoft $MSFT. The firm believes that the company's prioritizing compute capex for first party applications - Copilot - and internal R&D - or Microsoft AI - over short-term Azure revenue will ultimately drive more strategic AI positioning across multiple layers of the technology stack and better returns over the medium term the analyst tells investors in a research note" [X Link](https://x.com/TipRanks/status/2022258128046137402) 2026-02-13T10:34Z 38K followers, [---] engagements "🚨🔼HSBC analyst Stephen Bersey upgraded CrowdStrike $CRWD to Buy from Hold with a $446 price target" [X Link](https://x.com/TipRanks/status/2022258453578654200) 2026-02-13T10:36Z 38K followers, [----] engagements "🔼KGI Securities analyst Leon Chen upgraded Applied Materials $AMAT to Outperform from Neutral with a $425 price target" [X Link](https://x.com/TipRanks/status/2022258724966973511) 2026-02-13T10:37Z 38K followers, [---] engagements "Microsoft $MSFT is planning to pursue "true self-sufficiency" in the AI space by building its own models and reducing reliance on OpenAI Melissa Heikkila of The Financial Times reports citing comments made by AI chief Mustafa Suleyman. According to Suleyman this strategic shift following a restructuring of the company's relationship with OpenAI in October prompting Microsoft to advance its AI technology independently. https://twitter.com/i/web/status/2022275541462622466 https://twitter.com/i/web/status/2022275541462622466" [X Link](https://x.com/anyuser/status/2022275541462622466) 2026-02-13T11:43Z 38K followers, [---] engagements "$META plans to reintroduce facial recognition through its smart glasses this year via a feature called "Name Tag" allowing users to identify people and access information using its AI assistant The New York Times' Kashmir Hill Kalley Huang and Mike Isaac report. According to four people involved with the plans the company is evaluating safety and privacy risks and earlier plans to pilot the feature in a limited setting have not yet been implemented. https://twitter.com/i/web/status/2022275669472706868 https://twitter.com/i/web/status/2022275669472706868" [X Link](https://x.com/anyuser/status/2022275669472706868) 2026-02-13T11:44Z 38K followers, [---] engagements "The Pentagon is urging leading AI companies including Google $GOOGL xAI OpenAI and Anthropic to deploy their models on classified military networks with fewer standard user restrictions Reuters' David Jeans and Deepa Seetharaman report. The goal according to officials is to make advanced AI tools accessible across both unclassified and classified domains to support defense applications according to the report. https://twitter.com/i/web/status/2022275904509018140 https://twitter.com/i/web/status/2022275904509018140" [X Link](https://x.com/anyuser/status/2022275904509018140) 2026-02-13T11:45Z 38K followers, [----] engagements "⚡JPMorgan raised the firm's price target on MP Materials $MP to $76 from $74 and keeps an Overweight rating on the shares. The firm updated the company's model ahead of the Q4 report" [X Link](https://x.com/TipRanks/status/2022285394662818186) 2026-02-13T12:23Z 38K followers, [----] engagements "🚨Craig-Hallum upgraded Applied Materials $AMAT to Buy from Hold with a $450 price target. The firm cites better-than-expected Q1 results and Q2 guidance a more than 20% [----] semi equipment growth outlook weighted to the second half of the year and a meaningfully improved multi-year AI-driven demand profile supported by earlier-than-expected $1T semiconductor industry revenue stronger visibility in advanced node chips HBM and advanced packaging and the company sees AI-driven demand to last an extended period. https://twitter.com/i/web/status/2022320990995309016" [X Link](https://x.com/TipRanks/status/2022320990995309016) 2026-02-13T14:44Z 38K followers, [---] engagements "Mizuho analyst Lloyd Walmsley raised the firm's price target on Alphabet $GOOGL $GOOG to $365 from $325 and keeps an Outperform rating on the shares. The firm increased the company's estimates as part of its [----] internet outlook. It sees see significant potential sales upside at Google Cloud. https://twitter.com/i/web/status/2009596554588369023 https://twitter.com/i/web/status/2009596554588369023" [X Link](https://x.com/TipRanks/status/2009596554588369023) 2026-01-09T12:02Z 37.5K followers, [----] engagements "Mizuho raised its price target on Micron $MU to $390 from $290 and reiterated an Outperform rating citing continued upside for semiconductors into [----] driven by AI accelerators optical and memory demand. Micron remains a key beneficiary of the AI-led cycle" [X Link](https://x.com/TipRanks/status/2009596872655253659) 2026-01-09T12:03Z 37.5K followers, [----] engagements "Mizuho raised its price target on Nvidia $NVDA to $275 from $245 and reiterated an Outperform rating rolling forward its [----] outlook and pointing to sustained upside from AI accelerators wafer fab equipment optical and memory demand despite a more measured [----] setup" [X Link](https://x.com/TipRanks/status/2009597010576650695) 2026-01-09T12:03Z 37.5K followers, [----] engagements "🚨Argus initiated coverage of Robinhood $HOOD with a Buy rating and $145 price target" [X Link](https://x.com/TipRanks/status/2009604610823192585) 2026-01-09T12:34Z 37.5K followers, [---] engagements "Rosenblatt raised the firm's price target on D-Wave Quantum $QBTS to $43 from $40 and keeps a Buy rating on the shares. The company executed a "one-two punch" with a $550M acquisition and technical breakthrough the analyst tells investors in a research note. The firm believes D-Wave "significantly strengthened" its long-term position with demonstrating on-chip cryogenic control. The Quantum Circuits deal secures "superior" error correction capabilities adds Rosenblatt. https://twitter.com/i/web/status/2009605875212710332 https://twitter.com/i/web/status/2009605875212710332" [X Link](https://x.com/TipRanks/status/2009605875212710332) 2026-01-09T12:39Z 37.5K followers, [----] engagements "What were the top 5-Star TipRanks individual investors' buys last week 👇 $AMD $TSLA $ORCL $AVGO $CRWD $NFLX $LLY $AAPL $TSM $PLTR" [X Link](https://x.com/TipRanks/status/2010350989371658516) 2026-01-11T14:00Z 37.5K followers, [----] engagements "Goldman Sachs assumed coverage of Microsoft $MSFT with a Buy rating and $655 price target. The firm assumed coverage of [--] stocks in the software sector. Goldman believes artificial intelligence adoption will be a "positive tailwind" to the software total addressable market over the next ten years. The analyst says Microsoft is best positioned to capture AI adoption upside. https://twitter.com/i/web/status/2010662737857122692 https://twitter.com/i/web/status/2010662737857122692" [X Link](https://x.com/TipRanks/status/2010662737857122692) 2026-01-12T10:38Z 37.5K followers, [----] engagements "🚨Goldman Sachs assumed coverage of Oracle $ORCL with a Buy rating and $240 price target. The firm assumed coverage of [--] stocks in the software sector. Goldman believes artificial intelligence adoption will be a "positive tailwind" to the software total addressable market over the next ten years. The analyst says Oracle is well positioned for infrastructure as a service share gains. https://twitter.com/i/web/status/2010662908703748200 https://twitter.com/i/web/status/2010662908703748200" [X Link](https://x.com/TipRanks/status/2010662908703748200) 2026-01-12T10:39Z 37.5K followers, [----] engagements "$GOOG $GOOGL: Wells Fargo analyst Ken Gawrelski raised the firm's price target on Alphabet to $350 from $268 and keeps an Equal Weight rating on the shares. Having missed the positive inflection in [----] the firm is reassessing estimates across the board. Wells is raising estimates for search and GCP on strong momentum but doesn't arrive at EPS meaningfully above the street. The firm sees multiple re-rating as largely complete. https://twitter.com/i/web/status/2010691061023133739 https://twitter.com/i/web/status/2010691061023133739" [X Link](https://x.com/TipRanks/status/2010691061023133739) 2026-01-12T12:31Z 37.5K followers, [---] engagements "BREAKING:🚨Citi upgraded Palantir $PLTR to Buy from Neutral with a $235 price target" [X Link](https://x.com/TipRanks/status/2010691982419476733) 2026-01-12T12:35Z 37.5K followers, 28.5K engagements "Wells Fargo raised the firm's price target on Amazon $AMZN to $301 from $295 and keeps an Overweight rating on the shares. The firm sees Q4 EPS print and commentary supporting case for positive [----] AWS revisions fueled by doubling of compute capacity through [----]. Amazon is Wells' top Internet pick for [----] given acceleration at what the firm sees as undemanding multiple of 25-times [----] GAAP price to earnings. https://twitter.com/i/web/status/2010692338234896505 https://twitter.com/i/web/status/2010692338234896505" [X Link](https://x.com/TipRanks/status/2010692338234896505) 2026-01-12T12:36Z 37.5K followers, [---] engagements "⚡Susquehanna raised the firm's price target on $ASML to EUR [----] from EUR [----] and keeps a Positive rating on the shares. Recent channel checks checks suggest the semiconductor capital equipment industry is preparing for $120B wafter fab equipment spending the analyst tells investors in a research note. Susquehanna says that with lobal semi revenues trending to over $1 trillion the wafer fab equipment supply chain must prepare for spending well above $150B. It believes WFE fundamental trends "remain strong." https://twitter.com/i/web/status/2010692431776276809" [X Link](https://x.com/TipRanks/status/2010692431776276809) 2026-01-12T12:36Z 37.6K followers, [---] engagements "⚡HSBC analyst Mohammed Khallouf initiated coverage of Netflix $NFLX with a Buy rating and $107 price target. The firm says Netflix trades 33% below its summer [----] peak share levels despite expected gains from deepening monetization improving profitability and a sizable international opportunity offsetting a maturing domestic market. Netflix's turn to acquisitions reflects the challenges of a maturing video streaming industry the analyst tells investors in a research note. HSBC believes Netflix is the "undisputed global streaming leader." https://twitter.com/i/web/status/2010692966080225739" [X Link](https://x.com/TipRanks/status/2010692966080225739) 2026-01-12T12:38Z 37.5K followers, [----] engagements "Barclays downgraded Snowflake $SNOW to Equal Weight from Overweight with a price target of $250 down from $290. The firm adjusted ratings in the software group as part of its [----] outlook. Barclays sees a favorable setup for software in [----]. Macro and IT spending are stable while stock valuation levels are low and the sector is out of favor the analyst tells investors in a research note. However Barclays cites valuation for the downgrade of Snowflake following the stock's 42% rally in [----]. A higher valuation level increased investor expectations and heightened competition for new workloads" [X Link](https://x.com/TipRanks/status/2010694267019162026) 2026-01-12T12:44Z 37.7K followers, [---] engagements "KeyBanc downgraded CrowdStrike $CRWD to Sector Weight from Overweight without a price target as part of its [----] outlook for the security data and AI software names. KeyBanc is "measured" on security stocks based on its recent chief investment office survey and "yet-to-be-seen" AI tailwinds. CrowdStrike is facing "more balanced security spend intentions" as indicated by the survey the analyst tells investors in a research note. https://twitter.com/i/web/status/2010694578802676058 https://twitter.com/i/web/status/2010694578802676058" [X Link](https://x.com/TipRanks/status/2010694578802676058) 2026-01-12T12:45Z 37.6K followers, [---] engagements "Nvidia $NVDA and Eli Lilly $LLY launched a joint AI co-innovation lab to apply AI across drug discovery development and manufacturing. The partners plan to invest up to $1b over five years combining Lillys domain expertise with Nvidias AI compute and BioNeMo platform" [X Link](https://x.com/TipRanks/status/2010733871055417363) 2026-01-12T15:21Z 37.6K followers, [---] engagements "BREAKING: 🚨Apple $AAPL will lean on Google $GOOGL to power its artificial intelligence features for products such as Siri later this year as part of a multi-year partnership for Google's Gemini models and cloud technology reported CNBC. "After careful evaluation we determined that Google's technology provides the most capable foundation for Apple Foundation Models and we're excited about the innovative new experiences it will unlock for our users" Apple said in a statement obtained by CNBC's Jim Cramer. https://twitter.com/i/web/status/2010735159595651470" [X Link](https://x.com/TipRanks/status/2010735159595651470) 2026-01-12T15:26Z 37.5K followers, [----] engagements "🚨Alphabet $GOOGL tops $4 trillion market cap" [X Link](https://x.com/TipRanks/status/2010736296348782884) 2026-01-12T15:31Z 37.5K followers, [---] engagements "Eli Lilly $LLY said LillyDirect is now serving over 1M patients reaffirmed it is on track for obesity pill approval by Q2 and expects Zepbounds multi-dose pen to be approved in the next few months according to comments from CFO Lucas Montarce on Bloomberg" [X Link](https://x.com/TipRanks/status/2010742227795128403) 2026-01-12T15:54Z 37.7K followers, [---] engagements "🚨Insider trading $MSTR: In a regulatory filing Strategy disclosed that its director Carl Rickertsen bought 5K shares of common stock on January [--] in a total transaction size of $779.4K" [X Link](https://x.com/TipRanks/status/2010826195680571795) 2026-01-12T21:28Z 37.5K followers, [----] engagements "⚡China Renaissance initiated coverage of $AMD with a Buy rating and $291 price target" [X Link](https://x.com/TipRanks/status/2010993467908907371) 2026-01-13T08:32Z 37.5K followers, [---] engagements "Citi analyst Fatima Boolani added Palo Alto Networks $PANW to the firm's Analyst Focus List while keeping a Buy rating on the shares with a $235 price target. The firm adjusted price ratings and price targets in the systems software group following its survey of chief information security officers. Citi views the survey as positive for Palo Alto given its "pole position in consolidating budgetary tool and disciplinary sprawl within enterprises." https://twitter.com/i/web/status/2010993675279483282 https://twitter.com/i/web/status/2010993675279483282" [X Link](https://x.com/TipRanks/status/2010993675279483282) 2026-01-13T08:33Z 37.7K followers, [---] engagements "⚡Evercore ISI initiated coverage of Reddit $RDDT with an Outperform rating and $320 price target. The firm views valuation as very robust but reasonable given its outlook for three-year revenue CAGR of 30%-40% and EBITDA CAGR of 40%-50%. While the stock has performed well the firm still sees significant opportunity for Reddit to gap up its average revenue per user based on industry comps recent product launches and feedback from ad checks. https://twitter.com/i/web/status/2010993784520105991 https://twitter.com/i/web/status/2010993784520105991" [X Link](https://x.com/TipRanks/status/2010993784520105991) 2026-01-13T08:34Z 37.7K followers, [---] engagements "BREAKING:🚨KeyBanc upgraded $AMD to Overweight from Sector Weight with a $270 price target. The company is largely sold out in server central processing units in [----] the analyst tells investors in a research note. The firm's supply chain checks indicate the recent surge in hyperscaler demand has led to AMD to almost being completely sold out of server CPU in [----] and is potentially considering a price increase of 10%-15% in Q1. KeyBanc believes MI355 demand and supply of MI455 support AI revenues of $14B-$15B this year for AMD. https://twitter.com/i/web/status/2011014111476269082" [X Link](https://x.com/TipRanks/status/2011014111476269082) 2026-01-13T09:55Z 37.5K followers, 25.8K engagements "🚨KeyBanc upgraded Intel $INTC to Overweight from Sector Weight with a $60 price target. The company is largely sold out in server central processing units in [----] the analyst tells investors in a research note. The firm expects "outsized" data center demand from hyperscalers this year to be a "significant tailwind" for Intel's data center and AI revenue. Channel checks indicate Intel is almost sold out for the year in server CPU and given the strength in demand the company is considering a 10%-15% price increases contends KeyBanc. https://twitter.com/i/web/status/2011014327306735903" [X Link](https://x.com/TipRanks/status/2011014327306735903) 2026-01-13T09:55Z 37.6K followers, 30.2K engagements "⚡Goldman Sachs raised the firm's price target on Alphabet $GOOGL $GOOG to $375 from $330 and keeps a Buy rating on the shares" [X Link](https://x.com/TipRanks/status/2011038260899037484) 2026-01-13T11:30Z 37.5K followers, [---] engagements "Goldman Sachs assumed coverage of Super Micro $SMCI with a Sell rating and $26 price target. While the firm expects Super Micro will continue to be a leader in the AI server market in the medium term it sees limited visibility into improving profitability given large margin dilutive deals increasing competition from both OEMs and ODMs and pressure from higher input costs. https://twitter.com/i/web/status/2011038401231819173 https://twitter.com/i/web/status/2011038401231819173" [X Link](https://x.com/TipRanks/status/2011038401231819173) 2026-01-13T11:31Z 37.7K followers, [----] engagements "⚡BofA raised the firms price target on Micron $MU to $400 from $300 and keeps a Buy rating on the shares. The firm raised estimates and its price target for Micron given a robust pricing environment. The firm also raised targets across its semicap coverage given a stronger multi-year demand outlook increasing visibility greater customer diversification and the potential for higher free cash flow generation in the upturn. https://twitter.com/i/web/status/2011052135866130716 https://twitter.com/i/web/status/2011052135866130716" [X Link](https://x.com/TipRanks/status/2011052135866130716) 2026-01-13T12:26Z 37.6K followers, [----] engagements "⚡William Blair initiated coverage of MP Materials $MP with an Outperform rating and no price target. MP is the only fully integrated U.S. mine-to-magnet producer the analyst tells investors in a research note. The firm says the company's Department of Defense partnership that includes a 10-year NdPr concentrate price floor and $500M magnets contract with Apple provides visibility. It believes MP could sign a major heavy rare earth supply agreement. https://twitter.com/i/web/status/2011061665035370530 https://twitter.com/i/web/status/2011061665035370530" [X Link](https://x.com/TipRanks/status/2011061665035370530) 2026-01-13T13:03Z 37.6K followers, [---] engagements "Microsoft $MSFT has warned that U.S. AI companies are falling behind Chinese rivals abroad as China leverages low-cost open models and substantial state subsidies The Financial Times' Cristina Criddle reports. Rapid adoption of DeepSeek's technology in emerging markets like Africa highlights the global competitive pressure facing American firms Microsoft President Brad Smith tells the FT. "We have to recognize that right now unlike a year ago China has an open-source model and increasingly more than one that is competitive" he said. "They benefit from subsidization by the Chinese government." [X Link](https://x.com/TipRanks/status/2011061888130351268) 2026-01-13T13:04Z 37.6K followers, [----] engagements "Palo Alto Networks $PANW drops 3% to $184.51 after Reuters report of China ban" [X Link](https://x.com/TipRanks/status/2011387120066150849) 2026-01-14T10:37Z 37.5K followers, [---] engagements "⚡BNP Paribas initiated coverage of Uber $UBER with an Outperform rating and $108 price target. Despite fears of autonomous vehicles disintermediating the business in the long-term the firm views Uber as "a mobility and delivery winner" even in an AV future the analyst tells investors. https://twitter.com/i/web/status/2011410903137230867 https://twitter.com/i/web/status/2011410903137230867" [X Link](https://x.com/TipRanks/status/2011410903137230867) 2026-01-14T12:11Z 37.7K followers, [---] engagements "⚡Cantor Fitzgerald raised the firm's price target on Lemonade $LMND to $92 from $85 and keeps an Overweight rating on the shares. The initial positive stance on insurance brokers appears premature and overly optimistic as near-term fundamentals are likely to deteriorate before improving. While the subgroup remains interesting negative consensus organic growth revisions are expected in the interim. https://twitter.com/i/web/status/2011428327664304277 https://twitter.com/i/web/status/2011428327664304277" [X Link](https://x.com/TipRanks/status/2011428327664304277) 2026-01-14T13:20Z 37.5K followers, [---] engagements "Microsoft $MSFT has "quietly" become one of Anthropic's top customers and is pace to spend $500M a year for Anthropic AI to power its products Aaron Holmes Sri Muppidi and Catherine Perloff of The Information report citing a person with direct knowledge. Microsoft recently told Azure salespeople that selling Anthropic AI models to its cloud customers will count toward their sales quotas just like Microsoft-made software two Microsoft employees told the website. https://twitter.com/i/web/status/2011440271775449304 https://twitter.com/i/web/status/2011440271775449304" [X Link](https://x.com/TipRanks/status/2011440271775449304) 2026-01-14T14:08Z 37.5K followers, [---] engagements "GLJ Research analyst Gordon Johnson says Tesla $TSLA moving its full self-driving to a subscription model ends the "FSD is an appreciating asset" thesis. The stock in premarket trading is down $2.77 to $444.43. Tesla CEO Elon Musk in [----] floated the idea that paying $8000 for FSD would soon be something worth north of $100000 once the car became a robotaxi but that "story now looks retired" the analyst tells investors in a research note. GLJ says the subscription-only FSD is an admission that the service is not an asset despite "many on Wall Street assigning it hundreds of billions of" [X Link](https://x.com/TipRanks/status/2011440443582488693) 2026-01-14T14:09Z 37.5K followers, [---] engagements "TSMC is struggling to meet surging AI chip demand as Nvidia and Broadcom push for more capacity The Information reports. Recent fab expansions offer little near-term relief with new plants years away. TSMC still makes 90% of leading-edge chips. $TSM $NVDA $AVGO $GOOGL" [X Link](https://x.com/TipRanks/status/2011459399370645609) 2026-01-14T15:24Z 37.7K followers, [----] engagements "⚡JPMorgan analyst Sandeep Deshpande raised the firm's price target on $ASML to EUR [----] from EUR [----] and keeps an Overweight rating on the shares" [X Link](https://x.com/TipRanks/status/2011521274875691250) 2026-01-14T19:30Z 37.5K followers, [---] engagements "⚡ RBC Capital initiated coverage of Micron $MU with an Outperform rating and $425 price target. The firm expects DRAM supply tightness to persist into [----] and sees $50-plus in peak EPS potential the analyst tells investors. The firm also sees "a credible case" for cycle-to-cycle multiple expansion given the secular HBM mix the analyst added. https://twitter.com/i/web/status/2011704638987214946 https://twitter.com/i/web/status/2011704638987214946" [X Link](https://x.com/TipRanks/status/2011704638987214946) 2026-01-15T07:38Z 37.7K followers, [----] engagements "⚡ RBC Capital analyst Srini Pajjuri initiated coverage of Nvidia $NVDA with an Outperform rating and $240 price target. The firm sees "limited threat" to Nvidia's full-stack AI dominance despite the recent progress by ASICs and AMD $AMD the analyst tells investors. The firm expects any hyperscaler capex spending slowdown to be gradual and believes that valuation is already discounting a potential slowdown to an extent adding that it has higher conviction in Nvidia's order book that that of peers. https://twitter.com/i/web/status/2011705066525221198" [X Link](https://x.com/TipRanks/status/2011705066525221198) 2026-01-15T07:40Z 37.5K followers, [---] engagements "⚡RBC Capital initiated coverage of $ASML with an Outperform rating and $1550 price target. While SemiCap valuations seem to be discounting the positives "to an extent" the firm sees further upward bias to WFE in the next two years the analyst tells investors. HBM growth and a DDR transition is driving higher EUV usage in Memory the analyst added. https://twitter.com/i/web/status/2011705419551416573 https://twitter.com/i/web/status/2011705419551416573" [X Link](https://x.com/TipRanks/status/2011705419551416573) 2026-01-15T07:42Z 37.5K followers, [----] engagements "⚡Rosenblatt analyst John McPeake initiated coverage of Rigetti $RGTI Computing with a Buy rating and $40 price target" [X Link](https://x.com/TipRanks/status/2011705823299584069) 2026-01-15T07:43Z 37.6K followers, [---] engagements "Cathie Wood's ARK Investment bought 143K shares of Broadcom $AVGO yesterday" [X Link](https://x.com/TipRanks/status/2011706180612301269) 2026-01-15T07:45Z 37.7K followers, [---] engagements "BREAKING:🚨KGI Securities analyst Leon Chen upgraded $ASML to Outperform from Hold with a $1415 price target" [X Link](https://x.com/TipRanks/status/2011740377225838632) 2026-01-15T10:00Z 37.5K followers, [---] engagements "🔼BREAKING: Wells Fargo upgraded Broadcom $AVGO to Overweight from Equal Weight with a $430 price target" [X Link](https://x.com/TipRanks/status/2011743067741757787) 2026-01-15T10:11Z 37.7K followers, [----] engagements "AWS $AMZN launched general availability of its European Sovereign Cloud a fully independent EU-based cloud physically and logically separate from other AWS regions. Built for stricter data residency isolation and low-latency needs. Initial zones span Belgium Netherlands Portugal. https://twitter.com/i/web/status/2011750821772370036 https://twitter.com/i/web/status/2011750821772370036" [X Link](https://x.com/TipRanks/status/2011750821772370036) 2026-01-15T10:42Z 37.5K followers, [---] engagements "The firm believes gross margin concern is overdone. Wells sees Google $GOOGL TPU upside plus significant additional custom XPU ramps and scale-out and scale-up networking momentum" [X Link](https://x.com/TipRanks/status/2011771158887350779) 2026-01-15T12:03Z 37.5K followers, [---] engagements "⚡Wells Fargo raised the firm's price target on $ASML to $1450 from $1140 and keeps an Overweight rating on the shares. The firm has updated its bottom-up Semi industry model and reviewed key themes ahead. Wells would highlight Industrial and Electrical leading AI indicators AI token-driven supply / demand model and WFE die-to-wafer models. https://twitter.com/i/web/status/2011771241535774916 https://twitter.com/i/web/status/2011771241535774916" [X Link](https://x.com/TipRanks/status/2011771241535774916) 2026-01-15T12:03Z 37.5K followers, [---] engagements "⚡Wells Fargo raised the firm's price target on Micron $MU to $410 from $335 and keeps an Overweight rating on the shares. The firm has updated its bottom-up Semi industry model and reviewed key themes ahead. Wells would highlight Industrial and Electrical leading AI indicators AI token-driven supply / demand model and WFE die-to-wafer models. https://twitter.com/i/web/status/2011771309005365730 https://twitter.com/i/web/status/2011771309005365730" [X Link](https://x.com/TipRanks/status/2011771309005365730) 2026-01-15T12:03Z 37.7K followers, [----] engagements "Barclays analyst Tom O'Malley raised the firm's price target on Intel $INTC to $45 from $35 and keeps an Equal Weight rating on the shares. The firm adjusted ratings and price targets in the semiconductors and semiconductor capital equipment group as part of its [----] outlook. Barclays sees [----] as another where proximity to the artificial intelligence theme will be the most important driver of stock performance. The analyst prefers names "centric to the pillars of the AI ramp" saying quality will "ultimately rise to the top in a year sure to be mired with debate on how much of this" [X Link](https://x.com/TipRanks/status/2011771409270267997) 2026-01-15T12:04Z 37.5K followers, [----] engagements "Barclays analyst Tom O'Malley raised the firm's price target on Micron $MU to $450 from $275 and keeps an Overweight rating on the shares. The firm adjusted ratings and price targets in the semiconductors and semiconductor capital equipment group as part of its [----] outlook. Barclays sees [----] as another where proximity to the artificial intelligence theme will be the most important driver of stock performance. The analyst prefers names "centric to the pillars of the AI ramp" saying quality will "ultimately rise to the top in a year sure to be mired with debate on how much of this opportunity" [X Link](https://x.com/TipRanks/status/2011771462965731727) 2026-01-15T12:04Z 37.5K followers, [----] engagements "JUST IN:🔼Citi upgraded Intel $INTC to Neutral from Sell with a price target of $50 up from $29" [X Link](https://x.com/TipRanks/status/2011778609418056163) 2026-01-15T12:32Z 37.6K followers, [----] engagements "Citi raised the firm's price target on Micron $MU to $385 from $330 and keeps a Buy rating on the shares following a transfer of coverage. Citi also removed the stock from its US Focus List. Micron's DRAM pricing momentum will likely slow in Q2 relative to Q1 the analyst tells investors in a research note. The firm says the stock typically follows its quarter-over-quarter pricing momentum. Nineths Citi still expects an extended memory supply/demand balance through [----] on limited fab space availability and AI demand. https://twitter.com/i/web/status/2011779610027950178" [X Link](https://x.com/TipRanks/status/2011779610027950178) 2026-01-15T12:36Z 37.7K followers, [----] engagements "Citi upgraded Intel $INTC to Neutral from Sell with a price target of $50 up from $29 following a transfer of coverage. The firm sees Intel benefitting from "tightness" in advanced packaging supply at TSMC. The company also has "unique window of opportunity" to win foundry wafer customers with the support of the U.S. government the analyst tells investors in a research note. Citi wants to see Intel reverse its share losses before recommending investors buy the stock. https://twitter.com/i/web/status/2011782674663301472 https://twitter.com/i/web/status/2011782674663301472" [X Link](https://x.com/TipRanks/status/2011782674663301472) 2026-01-15T12:49Z 37.6K followers, 15.2K engagements "Insider Alert 🚨: In a regulatory filing Micron $MU disclosed that its director Teyin Liu bought 23.2K shares of common stock on January 13-14 as part of option exercise in a total transaction size of $7.8M" [X Link](https://x.com/TipRanks/status/2012084224661106993) 2026-01-16T08:47Z 37.7K followers, 23.3K engagements "🚨🔼Morgan Stanley upgraded Rocket Lab $RKLB to Overweight from Equal Weight with a price target of $105 up from $67. The firm sees the space technology industry as attractive in [----]. The favorable trends that drove [----] outperformance should carry into [----] the analyst tells investors in a research note. Morgan Stanley introduced an "Attractive industry view" on space technology into [----] driven by higher launch cadences new products policy support and market maturation. It cites improved risk/rewards for the handful of upgrades it made. https://twitter.com/i/web/status/2012102636757999817" [X Link](https://x.com/TipRanks/status/2012102636757999817) 2026-01-16T10:00Z 37.7K followers, [----] engagements "Jefferies analyst Blayne Curtis raised the firm's price target on Nvidia $NVDA to $275 from $250 and keeps a Buy rating on the shares as the firm rolls out its Accelerator builds and corresponding models to include [----] coming out of CES and heading into the new year. The analyst's Top Pick in the group remains Broadcom $AVGO where it now models calendar year [----] to greater than $19 in EPS with its bottom-up build suggesting $25 of EPS potential the analyst tells investors. Nvidia "remains pretty cheap" trading at mid-teens multiple to its bottom-up implied calendar year [----] estimate the" [X Link](https://x.com/TipRanks/status/2012120017907683328) 2026-01-16T11:09Z 37.5K followers, [---] engagements "Apple's $AAPL Gemini deal is a cloud contract where it pays Google $GOOGL several billion dollars over time The Financial Times' Michael Acton Stephen Morris and George Hammond report. A source close to OpenAI says the company declined to be Apple's custom model provider and instead focus on building its own AI device https://twitter.com/i/web/status/2012120657639747633 https://twitter.com/i/web/status/2012120657639747633" [X Link](https://x.com/TipRanks/status/2012120657639747633) 2026-01-16T11:12Z 37.5K followers, [----] engagements "⚡Citizens raised the firm's price target on Lemonade $LMND to $85 from $80 and keeps an Outperform rating on the shares. Fourth quarter results are expected to reflect lighter catastrophe losses and limited mark-to-market impacts with attention focused on pricing trends amid weakness in property lines the analyst tells investors in a research note. While property pricing is declining returns remain strong and casualty lines continue to see solid rate increases pointing to a market in transition rather than broadly soft the firm says. https://twitter.com/i/web/status/2012120888779374834" [X Link](https://x.com/TipRanks/status/2012120888779374834) 2026-01-16T11:12Z 37.6K followers, [---] engagements "⚡Barclays raised the firm's price target on TSMC $TSM to $450 from $380 and keeps an Overweight rating on the shares. The company's Q4 results were "strong across the board" the analyst tells investors in a research note" [X Link](https://x.com/TipRanks/status/2012121023987245274) 2026-01-16T11:13Z 37.7K followers, [----] engagements "H.C. Wainwright raised the firm's price target on Ondas $ONDS to $25 from $12 and keeps a Buy rating on the shares following the investor day. The firm believes the company is entering [----] "from a position of strength in the autonomous aerial and robotics markets." Ondas has a sales pipeline of over $500 and multiple active acquisition targets the analyst tells investors in a research note. https://twitter.com/i/web/status/2013569007375315241 https://twitter.com/i/web/status/2013569007375315241" [X Link](https://x.com/TipRanks/status/2013569007375315241) 2026-01-20T11:07Z 37.7K followers, 77.6K engagements "$GOOGL: Developer requests for Google's Gemini double over [--] months. Internal Google data shows Gemini API calls surged from about 35B in March [----] to roughly 85B in August [----] The Information's Erin Woo reports" [X Link](https://x.com/TipRanks/status/2013575041913413875) 2026-01-20T11:31Z 37.6K followers, [---] engagements "Goldman Sachs analyst Anthony Valentini raised the firm's price target on Rocket Lab $RKLB to $69 from $47 and keeps a Neutral rating on the shares. The firm's Q4 Aerospace & Defense preview highlights favorable aerospace OE conditions with supply below demand while aftermarket growth outpaces global ASMs with strong pricing supporting margins the analyst tells investors in a research note. Business jet demand remains solid amid tight supply defense hardware growth is improving though margins face risk from shifting contracts defense tech momentum emphasizes faster commercial-style providers" [X Link](https://x.com/TipRanks/status/2013591420536316324) 2026-01-20T12:36Z 37.6K followers, [----] engagements "🔝 $ORCL Oracle remains Guggenheims Best Idea into [----] with the firm arguing ORCL can sustain investment-grade credit even as capex ramps ahead of Street expectations. Guggenheim sees a decade stock setup driven by durable EPS growth and free cash flow inflecting meaningfully over time. Buy rating $400 price target. https://twitter.com/i/web/status/2013594526451912823 https://twitter.com/i/web/status/2013594526451912823" [X Link](https://x.com/TipRanks/status/2013594526451912823) 2026-01-20T12:48Z 37.7K followers, [----] engagements "BofA raised the firm's price target on Rocket Lab $RKLB to $120 from $60 and keeps a Buy rating on the shares. The firm which expects significant investor interest in the space end-market this year on the heels of a potential SpaceX IPO sees Rocket Lab leveraging its vertical integration in [----]. Neutron's debut could bolster launch demand and support space-based applications while the recent SDA award validates Rocket Lab's ability to win national security space share alongside the primes the analyst tells investors. https://twitter.com/i/web/status/2013597834679894079" [X Link](https://x.com/TipRanks/status/2013597834679894079) 2026-01-20T13:01Z 37.6K followers, [---] engagements "🔼Seaport Research analyst Jay Goldberg upgraded Intel $INTC to Buy from Neutral with a $65 price target. The company's new Panther Lakes products should drive improvement for Intel Products in the near-term and the company should be able to retake share this year in enterprise and consumer products the analyst tells investors in a research note. While Intel isn't "out of the woods" in terms of competitiveness the strong showing for Panther Lake shows that it is back on the right path Seaport adds. https://twitter.com/i/web/status/2013600012085629072" [X Link](https://x.com/TipRanks/status/2013600012085629072) 2026-01-20T13:10Z 37.6K followers, [----] engagements "Oppenheimer analyst Timothy Horan raised the firm's price target on Ondas $ONDS to $16 from $12 and keeps an Outperform rating on the shares. The company hosted an OAS -- Ondas Autonomous Systems -- Investor Day last week and raised 2026/30 guidance which the firm sees as conservative. Main message was accelerating momentum and visibility as the company builds out its "system of systems" platform. https://twitter.com/i/web/status/2013609079848014113 https://twitter.com/i/web/status/2013609079848014113" [X Link](https://x.com/TipRanks/status/2013609079848014113) 2026-01-20T13:46Z 37.6K followers, [---] engagements "Lake Street raised the firm's price target on Ondas $ONDS to $19 from $10 and keeps a Buy rating on the shares after the company announced significant upside to Q4 its [----] outlook and its [----] financial targets at its OAS virtual investor day last week. The firm came away from the event feeling increasingly confident in the long-term opportunity and raised its [----] and [----] estimates the analyst tells investors. https://twitter.com/i/web/status/2013609173661966474 https://twitter.com/i/web/status/2013609173661966474" [X Link](https://x.com/TipRanks/status/2013609173661966474) 2026-01-20T13:46Z 37.6K followers, [---] engagements "Northland analyst Michael Latimore raised the firm's price target on Ondas $ONDS to $16 from $10 and keeps an Outperform rating on the shares after management guided to a "strong" $170M-$180M in FY26 revenue at their Friday analyst event. The guidance excludes more acquisitions which the firm says "are likely" adding that it sees an "autonomous aerial and ground systems juggernaut" taking shape. https://twitter.com/i/web/status/2013615338718380400 https://twitter.com/i/web/status/2013615338718380400" [X Link](https://x.com/TipRanks/status/2013615338718380400) 2026-01-20T14:11Z 37.7K followers, [----] engagements "🚨🔼Arete upgraded Alibaba $BABA to Buy from Neutral with a $190 price target" [X Link](https://x.com/TipRanks/status/2013899335117807694) 2026-01-21T08:59Z 37.7K followers, [---] engagements "⚡Bernstein analyst Stacy Rasgon raised the firm's price target on $AMD to $225 from $200 and keeps a Market Perform rating on the shares ahead of quarterly results. The firm is adjusting estimates to incorporate better server / weaker PC assumptions. Bernstein now models AMD's Q4 [----] at $9.7B/$1.31 up slightly from $9.6B/$1.30 prior and mostly in line with consensus at $9.6B/$1.32. https://twitter.com/i/web/status/2013958014496084381 https://twitter.com/i/web/status/2013958014496084381" [X Link](https://x.com/TipRanks/status/2013958014496084381) 2026-01-21T12:53Z 37.7K followers, [---] engagements "The Street still respects Netflixs $NFLX growth engine but [----] cost discipline engagement trends and Warner-related uncertainty are driving broad multiple compression even among bulls. Here's the analysts commentary 👇" [X Link](https://x.com/TipRanks/status/2013963056401805352) 2026-01-21T13:13Z 37.7K followers, [---] engagements "Goldman Sachs lowers PT to $100 from $112 keeps Neutral. Strong ad-tier momentum and free cash flow but visibility on Warner deal structure regulation and pro-forma margins needed for re-rating. $NFLX" [X Link](https://x.com/TipRanks/status/2013963059568554096) 2026-01-21T13:13Z 37.7K followers, [---] engagements "Morgan Stanley trims PT to $110 from $120 keeps Overweight. Firm remains constructive on double-digit revenue growth and margin expansion arguing much of the Warner risk is already priced in. $NFLX" [X Link](https://x.com/TipRanks/status/2013963061548163260) 2026-01-21T13:13Z 37.7K followers, [---] engagements "UBS trims PT to $130 from $150 keeps Buy. $NFLX is accelerating investment to sustain long-term growth pressuring near-term valuation despite solid fundamentals" [X Link](https://x.com/TipRanks/status/2013963063557317056) 2026-01-21T13:13Z 37.7K followers, [--] engagements "BMO cuts PT to $135 from $143 maintains Outperform. Q4 beat expectations but [----] guidance disappointed revenue midpoint barely above consensus and operating margin guided below Street due to faster content amortization. $NFLX" [X Link](https://x.com/TipRanks/status/2013963065662873932) 2026-01-21T13:13Z 37.7K followers, [--] engagements "Guggenheim lowers PT to $130 from $145 reiterates Buy. Strong Q4 beats offset by softer engagement trends and tempered [----] profit outlook. Warner Bros uncertainty remains a near-term sentiment overhang. $NFLX" [X Link](https://x.com/TipRanks/status/2013963067768365488) 2026-01-21T13:13Z 37.7K followers, [--] engagements "Canaccord reduces PT to $125 from $152 keeps Buy. Q4 results were solid but higher content investment is expected to cap margin expansion near term. $NFLX" [X Link](https://x.com/TipRanks/status/2013963069831938495) 2026-01-21T13:13Z 37.7K followers, [--] engagements "TD Cowen lowers PT to $112 from $115 keeps Buy. Slight Q4 beat modest Q1 miss. Warner acquisition framed as a strategic accelerant with confidence in regulatory approval. $NFLX" [X Link](https://x.com/TipRanks/status/2013963072151363846) 2026-01-21T13:13Z 37.7K followers, [--] engagements "Piper Sandler cuts PT sharply to $103 from $140 maintains Overweight. Strong Q4 execution but heavier content reinvestment and deal-related concerns pressured shares post-earnings. $NFLX" [X Link](https://x.com/TipRanks/status/2013963074076565600) 2026-01-21T13:13Z 37.7K followers, [--] engagements "Wolfe Research cuts PT to $95 from $121 keeps Outperform. Revenue growth now comes at a higher cost fueling margin concerns tied to elevated expense outlook and Warner risk. $NFLX" [X Link](https://x.com/TipRanks/status/2013963076081446935) 2026-01-21T13:13Z 37.7K followers, [--] engagements "Rosenblatt lowers PT to $94 from $105 maintains Neutral. Subscriber outlook slightly below expectations and firm does not assume completion of the Warner transaction. $NFLX" [X Link](https://x.com/TipRanks/status/2013963078048633214) 2026-01-21T13:13Z 37.7K followers, [---] engagements "KeyBanc nudges PT down to $108 from $110 Overweight. Standalone growth algorithm looks intact but engagement trends incremental spend and Warner uncertainty weigh near term. $NFLX" [X Link](https://x.com/TipRanks/status/2013963079965421572) 2026-01-21T13:13Z 37.7K followers, [---] engagements "$INTC: RBC Capital keeps a Sector Perform rating and $50 price target on Intel while noting that the firm believes the company will post a "slight" beat with its Q4 results and largely provide an in-line outlook. PC demand appears OK for now although higher Memory prices could impact [----] volume growth while server CPU demand looks solid with wafer supply constraints peaking in Q1 are the main "limiting" factors the analyst tells investors in a research note. Gross margins should benefit from healthier pricing but also face headwinds from Lunar Lake and Panther Lake entering the sales mix the" [X Link](https://x.com/TipRanks/status/2013993154702139805) 2026-01-21T15:12Z 37.7K followers, [---] engagements "Insider Alert 🚨 GameStop $GME Chairman Ryan Cohen disclosed an increased stake on 9.3% in the company which represents over 42.08M shares. On January [--] Cohen purchased an aggregate of [------] shares following his purchase of 500K shares yesterday. GameStop is up another 3% at $22.35 afterhours following Cohen insider buy disclosure. https://twitter.com/i/web/status/2014087792310059180 https://twitter.com/i/web/status/2014087792310059180" [X Link](https://x.com/TipRanks/status/2014087792310059180) 2026-01-21T21:28Z 37.7K followers, [----] engagements "🔽Grupo Santander analyst Carlos Trevino downgraded $ASML to Underperform from Outperform with a EUR [---] price target. The firm says a "more positive scenario" is now priced into the shares" [X Link](https://x.com/TipRanks/status/2014277519441059942) 2026-01-22T10:02Z 37.7K followers, [---] engagements "Global demand for products such as smartphones personal computers and gaming consoles is anticipated to shrink this year as companies begin to raise the prices of their products to offset the surging cost of memory chips Jaspreet Singh and Zaheer Kachwala of Reuters reports. As tech firms such as OpenAI Google $GOOGL and Microsoft $MSFT continue to rapidly build-out AI infrastructure much of the world's memory chip supply has been absorbed leading to an increase in prices as manufacturers prioritize components for data centers over consumer devices. The world's three largest memory chip" [X Link](https://x.com/TipRanks/status/2014309213703475374) 2026-01-22T12:08Z 37.7K followers, [----] engagements "⚡Bernstein analyst David Dai raised the firm's price target on $ASML to $1642 from $1528 and keeps an Outperform rating on the shares. The firm finds the DUV upside for ASML is currently overlooked. Bernstein also says that China DUV revenue is unlikely to correct much" [X Link](https://x.com/TipRanks/status/2014309282792046632) 2026-01-22T12:08Z 37.7K followers, [---] engagements "Rocket Lab $RKLB successfully completed its 1st launch of [----] and its 80th Electron launch overall. The mission 'The Cosmos Will See You Now' lifted off from Rocket Lab Launch Complex [--] in Mahia New Zealand. The mission successfully deployed two satellites into a [----] km circular Earth orbit for Open Cosmos a first-time dedicated launch customer. This higher-altitude deployment showcased Electron's wide payload trajectory range maintaining its reputation as a versatile and dependable small spacecraft launch vehicle that meets diverse mission requirements." [X Link](https://x.com/TipRanks/status/2014320140708430158) 2026-01-22T12:52Z 37.7K followers, [---] engagements "Neutron rupture could delay Rocket Lab $RKLB launch timing says TD. TD Cowen keeps a Buy rating on Rocket Lab with a $100 price target after the company confirmed Neutron's Stage [--] tank ruptured under pressure tests. The company indicated there was no significant damage to the test structure or facilities and that the next Stage [--] tank is already in production the analyst tells investors in a research note. However the rupture may delay Neutron's initial launch which was set to occur in Q2. If a launch delay results from the tank rupture a second Neutron launch in [----] would be unlikely adds" [X Link](https://x.com/TipRanks/status/2014326912601018411) 2026-01-22T13:18Z 37.7K followers, [----] engagements "Tesla CEO Elon Musk said via X formerly Twitter: "Just started Tesla Robotaxi $TSLA drives in Austin with no safety monitor in the car. Congrats to the @Tesla_AI team If you're interested in solving real-world AI which is likely to lead to AGI imo join Tesla AI. Solving real-world AI for Optimus will be 100X harder than cars." https://twitter.com/i/web/status/2014656637957558590 https://twitter.com/i/web/status/2014656637957558590" [X Link](https://x.com/TipRanks/status/2014656637957558590) 2026-01-23T11:09Z 37.7K followers, [---] engagements "🚨 Trump on Truth Social 🚨 Trump calls on Democratic governors and mayors to cooperate with the federal government to turn over incarcerated undocumented immigrants and other criminal noncitizens for immediate deportation direct local law enforcement to assist federal authorities and urges Congress to pass legislation to end sanctuary cities. 📈 Affected Securities: $CXW $GEO $LHX $VIS $XLI $VNQ $IYJ $IYR $XLRE 📊 Sentiment: Positive https://twitter.com/i/web/status/2015556589101494285 https://twitter.com/i/web/status/2015556589101494285" [X Link](https://x.com/TipRanks/status/2015556589101494285) 2026-01-25T22:45Z 37.7K followers, [----] engagements "Nvidia $NVDA and CoreWeave $CRWV announced an expansion of their relationship to enable CoreWeave to accelerate the buildout of more than five gigawatts of AI factories by [----]. In addition Nvidia has invested $2B in CoreWeave Class A common stock at a purchase price of $87.20 per share. The companies intend to: build AI factories developed and operated by CoreWeave using Nvidia's computing platform technology to meet customer demand; accelerate CoreWeave's procurement of land power and shell to build AI factories; test and validate CoreWeave's AI-native software and reference architecture" [X Link](https://x.com/TipRanks/status/2015775550795571319) 2026-01-26T13:15Z 37.7K followers, [---] engagements "UBS raised the firm's price target on $AMD to $330 from $300 and keeps a Buy rating on the shares" [X Link](https://x.com/TipRanks/status/2015781783199977776) 2026-01-26T13:40Z 37.7K followers, [----] engagements "🚨 DA Davidson upgraded CoreWeave $CRWV to Buy from Neutral with a price target of $110 up from $68 after assuming coverage of the name. The firm cites strengthening compute demand for the upgrade. CoreWeave has multiple de-risking pathways in [----] with favorable upside potential relative to the downside risk that is already priced into the shares the analyst tells investors in a research note. DA believes CoreWeave shares are unlikely to sustainably move higher without a de-risking event that would significantly reduce its perceived counterparty risk and capital-structure overhang. The" [X Link](https://x.com/TipRanks/status/2015796567052017736) 2026-01-26T14:38Z 37.7K followers, [---] engagements "TipRanks' Top [--] US Wall Street Analysts of [----] is here With [----] wrapped up TipRanks analyzed thousands of analyst forecasts to identify the Top [--] U.S. Wall Street Analysts of [----] - the experts with the strongest track records of accuracy and market-beating calls. Were pleased to recognize the following analysts for their consistent precision strong returns and ability to deliver value to investors throughout [----]. Congratulations to these top-performing analysts 🎉 Read more here: https://www.cnbc.com/2026/01/25/the-top-10-analysts-of-2025-as-measured-by-tipranks.html" [X Link](https://x.com/TipRanks/status/2015808218178412799) 2026-01-26T15:25Z 37.7K followers, [---] engagements "🚨 Trump on Truth Social 🚨 Donald Trump endorses Captain Ed Gallrein for Kentucky's 4th Congressional District to challenge Congressman Thomas Massie praising Gallrein's military service business background and positions to support the military and veterans create jobs cut taxes and regulations promote 'Made in the U.S.A.' support farmers and American agriculture advance American energy dominance secure the border reduce migrant crime and defend the Second Amendment. Trump urges MAGA supporters to rally behind Gallrein. 📈 Affected Securities: $DE $XOM $LMT $VIS $XLI $XLE $OIH $VDE $PPA $XAR" [X Link](https://x.com/TipRanks/status/2015883737397895479) 2026-01-26T20:25Z 37.7K followers, [---] engagements "🚨 Trump on Truth Social 🚨 Says the Federal Reserve has not yet complied with subpoenas in the ongoing probe of Fed Chair Jerome Powell and links to a CNBC article. 📈 Affected Securities: $BAC $JPM $GS $XLF $KRE $VFH 📊 Sentiment: Negative" [X Link](https://x.com/TipRanks/status/2016700381686911485) 2026-01-29T02:30Z 37.7K followers, [---] engagements "$TLSY clothing might be for teens but analysts have a lot to say about the stock. See why they are saying HOLD or BUY http://t.co/Wr2ncTAMgp http://tinyurl.com/pssbjbq http://tinyurl.com/pssbjbq" [X Link](https://x.com/TipRanks/status/406426232629522432) 2013-11-29T14:15Z 37.5K followers, [--] engagements "2-star analyst Portfolio Grader from InvestorPlace released a SELL rating on $VELT. http://t.co/bqCIu1rPVZ http://tipranks.com/stocks/velt http://tipranks.com/stocks/velt" [X Link](https://x.com/TipRanks/status/492891305820045314) 2014-07-26T04:36Z 36.1K followers, [--] engagements "Wednesday Mornings Market Insights: $MNKD $TSLA $GPRN $SSYS http://ow.ly/i/edi5i http://blog.tipranks.com/2015/11/wednesday-mornings-market-insights-mannkind-corporation-mnkd-tesla-motors-inc-tsla-groupon-inc-gprn-stratasys-ltd-ssys/ http://ow.ly/i/edi5i http://blog.tipranks.com/2015/11/wednesday-mornings-market-insights-mannkind-corporation-mnkd-tesla-motors-inc-tsla-groupon-inc-gprn-stratasys-ltd-ssys/" [X Link](https://x.com/TipRanks/status/661919330247028736) 2015-11-04T14:54Z 36.8K followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@TipRanks TipRanks
Eli Lilly ($LLY) is making significant strides with its weight loss pill, Orforglipron, which recently received an upgrade from HSBC to "hold" from "reduce" due to promising phase [--] trial results and potential for a [----] launch. The pill's success could boost investor confidence and market valuation. Additionally, the company is advancing its Alzheimer's treatment and other studies, further solidifying its position.
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- [--] Year [---------] +419%
Mentions: [--] #
- [--] Week [--] -23%
- [--] Month [---] +14%
- [--] Months [-----] -21%
- [--] Year [-----] +210%
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Social Influence
Social category influence stocks 84.62% finance 44.62% technology brands 36.41% cryptocurrencies 8.72% countries 8.21% currencies 4.62% automotive brands 4.1% financial services #1000 social networks 2.56% celebrities 1.54%
Social topic influence target #2005, ai 16.41%, sentiment #1394, strong 10.77%, in the 8.21%, $googl 7.69%, $nflx 7.18%, company 5.64%, truth 5.64%, growth 5.13%
Top accounts mentioned or mentioned by @mikey_t_ac @maximus163 @techequityeng @chrisjversace @stockwatch369 @teslaai @stocktradernet @alex_itrc @yianisz @marketprophit @prospero_ai @robenneriah @hoperemy @degentoxic @99dot9percent @_xdfh @grok @brianander81 @common8er @smallcapcanada
Top assets mentioned Alphabet Inc Class A (GOOGL) Netflix Inc (NFLX) NVIDIA Corp. (NVDA) Micron Technology, Inc. (MU) Microsoft Corp. (MSFT) Applied Materials, Inc. (AMAT) Tesla, Inc. (TSLA) Goldman Sachs (GS) Robinhood Markets, Inc. (HOOD) Eli Lilly and Company (LLY) Advanced Micro Devices (AMD) Intel Corporation (INTC) Broadcom, Inc. (AVGO) Rocket Lab USA, Inc. Common Stock (RKLB) JPMorgan Chase (JPM) SoFi Technologies, Inc. Common Stock (SOFI) RAI Finance (SOFI) Novo-Nordisk (NVO) Apple, Inc. (AAPL) Oracle Corporation (ORCL) Amazon.com, Inc. (AMZN) Ondas Holdings Inc. Common Stock (ONDS) Circle Internet Group, Inc. (CRCL) Basis Cash (BAC) Uber Technologies, Inc. (UBER) Strategy (MSTR) Palantir Technologies Inc. (PLTR) Crowdstrike Holdings Inc (CRWD) Taiwan Semiconductor (TSM) Rigetti Computing, Inc. Common Stock (RGTI) DisChain (DIS) Shopify Inc (SHOP) Cloudflare, Inc. (NET)
Top Social Posts
Top posts by engagements in the last [--] hours
"🚨🔽TD Cowen analyst Krish Sankar downgraded Rigetti Computing $RGTI to Hold from Buy without a price target. The firm sees a balanced risk/reward at current share levels due to Rigetti's "premium valuation" relative to peers. The company may also need new capital to fund its 200mm fab the analyst tells investors in a research note. TD believes Rigetti is facing greater competition headwinds are being excluded from Defense Advanced Research Projects Agency's Quantum Benchmarking Initiative Stage B program. https://twitter.com/i/web/status/2021919387574305122"
X Link 2026-02-12T12:08Z 38K followers, [---] engagements
"🚨🔼Seaport Research upgraded FuboTV $FUBO to Buy from Neutral with a $3 price target. The company just posted their first quarter post-merger of Disney's $DIS Hulu Live with FuboTV and shares fell dramatically but the firm believes that this now provides an interesting opportunity in the face of uncertainty the analyst tells investors in a research note. https://twitter.com/i/web/status/2019322594478928314 https://twitter.com/i/web/status/2019322594478928314"
X Link 2026-02-05T08:09Z 38K followers, [----] engagements
"🚨 Trump on Truth Social 🚨 Says the FCC is launching a probe into ABC's 'The View' amid enforcement of equal-time rules for candidates (link to Fox News). 📈 Affected Securities: $DIS $VOX $XLC $FOXA 📊 Sentiment: Negative"
X Link 2026-02-07T02:05Z 38K followers, [----] engagements
"Shopify $SHOP reports Q4 revenue $3.67B consensus $3.59B Reports Q4 GMV $123.84B and MRR $205M. "2025 was Shopify at full throttle - driving compounding growth while laying the rails for the new era of AI commerce" said Harley Finkelstein President of Shopify. "2026 will be the year of the builders and we'll be powering them - from first sale to full scale."Jeff Hoffmeister Chief Financial Officer said "We closed Q4 with strong top-line growth and disciplined cash generation with revenue up 31% year-over-year and a 19% free cash flow margin. This brings [----] to 30% revenue growth [--] percentage"
X Link 2026-02-11T12:15Z 38K followers, [---] engagements
"🚨🔼Raymond James upgraded Oscar Health $OSCR to Outperform from Market Perform with an $18 price target. The stock's relative valuation is attractive at current levels as the company's margins recover across the Affordable Care Act exchange market the analyst tells investors in a research note. Raymond James sees Oscar Health as the "best house in a tough neighborhood." The firm says the company's Q4 miss is backwards looking and that its forward-looking outlook is "more supportive." https://twitter.com/i/web/status/2021886304208797880 https://twitter.com/i/web/status/2021886304208797880"
X Link 2026-02-12T09:57Z 38K followers, [---] engagements
"🔼DZ Bank upgraded Cloudflare $NET to Buy from Hold with a $215 price target"
X Link 2026-02-13T10:36Z 38K followers, [---] engagements
"BREAKING: Viking Therapeutics $VKTX surges 13% and Structure Therapeutics $GPCR rises 7% after Pfizer halts its obesity drug development"
X Link 2025-04-15T11:03Z 38K followers, [---] engagements
"🔥Hot New IPO Stocks🔥 These three stocks $NTSK $PTRN & $STUB all hit the public market last month with IPO's in mid-September. Following the customary 'quiet period' Wall Street Analysts have now started weighing in - and the consensus is a Strong Buy Which of these newly public companies is on your watchlist https://twitter.com/i/web/status/1979251390364164510 https://twitter.com/i/web/status/1979251390364164510"
X Link 2025-10-17T18:21Z 38K followers, [----] engagements
"BofA analysts added $ASML to the firm's "Europe [--] list" while removing ASM International $ASMIY and Infineon $IFNNY. Bofa also rolled back RWE AG $RWEOY onto the list. The Europe [--] represents a list of the firm's best research ideas in Europe"
X Link 2025-12-03T12:03Z 38K followers, 25.2K engagements
"Cathie Woods ARK Investment added 124.5K shares of Robinhood $HOOD and 36.6K shares of Schrdinger $SDGR continuing its selective accumulation across fintech and AI-driven healthcare names"
X Link 2025-12-12T09:45Z 38K followers, [---] engagements
"⚡Stifel analyst Brian Chin raised the firm's price target on Applied Materials $AMAT to $340 from $250 and keeps a Buy rating on the shares as part of the firm's semi equipment [----] outlook. Field checks over the past few weeks have been bullish says the analyst who now expects growth in industry WFE spending of 10%-15% in calendar [----] exceeding its prior 7%-8% year-over-year forecast. https://twitter.com/i/web/status/2011440187084050747 https://twitter.com/i/web/status/2011440187084050747"
X Link 2026-01-14T14:08Z 38K followers, [---] engagements
"⚡ RBC Capital initiated coverage of Applied Materials $AMAT with an Outperform rating and $385 price target. The stock outperformed the SOX index but lagged US equipment peers last year due to China headwinds weaker mature node spending and possibly some share shifts the analyst tells investors in a research note. The firm adds it is positive on wafer fab spending and expects Applied Materials to grow at least in line in the next [--] months. https://twitter.com/i/web/status/2011705613978370358 https://twitter.com/i/web/status/2011705613978370358"
X Link 2026-01-15T07:42Z 38K followers, [----] engagements
"$AMAT: ⚡Needham analyst Charles Shi raised the firm's price target on Applied Materials to $390 from $260 and keeps a Strong Buy rating on the shares. Commentary from the Needham Growth Conference pointed to broad-based demand improvement over the past [--] days supporting a bullish sector outlook the analyst tells investors in a research note. Despite strong year-to-date performance the direction for semicap remains positive with Q4 earnings expected to deliver multiple catalysts the firm says. https://twitter.com/i/web/status/2013575630902763834"
X Link 2026-01-20T11:33Z 38K followers, [----] engagements
"🔼Deutsche Bank analyst Melissa Weathers upgraded Applied Materials $AMAT to Buy from Hold with a price target of $390 up from $275. The firm upped estimates for the company to reflect a "much more constructive" wafer fab equipment environment entering [----] and [----]. Deutsche's out-year estimates are now 10% above the Street with potential upside risk the analyst tells investors in a research note. The firm views Applied Materials' current discount valuation to peers as overdone. it sees potential for the gap to shrink going forward. https://twitter.com/i/web/status/2014657032566034869"
X Link 2026-01-23T11:10Z 38K followers, [----] engagements
"🚨 Trump on Truth Social 🚨 Trump claims China is "taking over" Canada expresses sadness and jokingly hopes they leave ice hockey alone. 📈 Affected Securities: $ENB $RY $XLF $XLE $GOLD $MCHI $GDX $EWC 📊 Sentiment: Negative"
X Link 2026-01-25T18:15Z 38K followers, [----] engagements
"🚨 Trump on Truth Social 🚨 Trump alleges Minnesota is covering up a massive financial fraud. 📈 Affected Securities: $AMP $USB $XLF $KRE $VFH 📊 Sentiment: Negative"
X Link 2026-01-25T18:20Z 38K followers, [----] engagements
"🚨🔼Needham upgraded AppLovin $APP to Buy from Hold with a $700 price target. The firm's e-commerce work has given it added confidence in the trajectory of AppLovin's e-commerce revenue growth in [----]. In addition the stock has pulled back off the highs from a month ago the analyst tells investors in a research note. Needham upped AppLovin's e-commerce sales estimates for [----] to $1.45B from $1.05B prior as it now assumes the growth in advertisers from the self-service launch and ramp-up in spend more than offsets typical Q1 seasonality. The firm sees potential upside the numbers in a bull"
X Link 2026-01-26T12:16Z 38K followers, [----] engagements
"⚡Susquehanna raised the firm's price target on Nu Holdings $NU to $22 from $19 and keeps a Positive rating on the shares. The firm sees a good setup for [----] as they sense they are growing closer to a period of global expansion for NU as it templatizes its expansion beyond Brazil Mexico and Colombia into the US. They also remain confident in the company's underlying asset quality with relatively stable delinquency rates and attractive unit economics across its existing markets. https://twitter.com/i/web/status/2016120338451497432 https://twitter.com/i/web/status/2016120338451497432"
X Link 2026-01-27T12:05Z 38K followers, [----] engagements
"🔼Mizuho analyst Vijay Rakesh upgraded Applied Materials $AMAT to Outperform from Neutral with a price target of $370 up from $275. As the world's number two wafer fab equipment supplier Applied Materials will benefit from accelerating spending in the U.S. Taiwan and Japan the analyst tells investors in a research note. The firm sees tailwinds for the company as it estimates [----] WFE spending will be up 13% year-over-year in [----] and 12% in [----]. This is a "significant acceleration" versus Mizuho's prior expectations the analyst notes. https://twitter.com/i/web/status/2016423316156772527"
X Link 2026-01-28T08:09Z 38K followers, [----] engagements
"🔼Mizuho analyst Dan Dolev upgraded Circle Internet $CRCL to Neutral from Underperform with a price target of $77 up from $70. Since all Polymarket bets are settled in USD coin Mizuho now sees USDC on Polymarket as a "looming catalyst" for Circle Internet the analyst tells investors in a research note. The firm says [----] is off to a strong start for Polymarket with annualized volumes of $50B. The current run-rate could drive 25% potential upside to USDC's market capitalization with even more upside plausible given the multitude of prediction events "ranging from will Jesus return before 2027"
X Link 2026-01-28T09:50Z 38K followers, [----] engagements
"🔽🚨BMO Capital downgraded First Solar $FSLR to Market Perform from Outperform with a price target of $263 down from $285. The firm "initially dismissed as aspirational" Tesla $TSLA CEO Elon Musk's remarks last week about potentially building a significant vertically integrated solar photovoltaic modules manufacturing base to self-generate. However Musk's remarks during Tesla's earnings call suggest "this is likely to become a bona fide effort" in the next few quarters the analyst tells investors in a research note. BMO believes Tesla's efforts could be an overhang on First Solar shares "for"
X Link 2026-01-29T10:25Z 38K followers, [----] engagements
"China has approved DeepSeek to purchase Nvidia's $NVDA H200 chips though regulatory conditions are still being finalized according to sources Reuters' Fanny Potkin reports. The move follows reports that major Chinese tech firms like Alibaba $BABA and Tencent $TCEHY have also received clearance for large H200 purchases even as Nvidia's CEO said licensing details remain unresolved. https://twitter.com/i/web/status/2017193894601982362 https://twitter.com/i/web/status/2017193894601982362"
X Link 2026-01-30T11:11Z 38K followers, [----] engagements
"🚨 Trump on Truth Social 🚨 Trump praises Kevin Hassett saying there was speculation Hassett might be named Fed Chair but he will remain at the White House because he is doing an outstanding job. 📈 Affected Securities: $BAC $C $JPM $XLF $KRE $VFH $VNQ $IYR $XLRE 📊 Sentiment: Positive https://twitter.com/i/web/status/2017218803621363761 https://twitter.com/i/web/status/2017218803621363761"
X Link 2026-01-30T12:50Z 38K followers, [---] engagements
"🚨 Trump on Truth Social 🚨 Praises Christopher Waller Rick Rieder and others interviewed for a Federal Reserve position calling them outstanding and thanking them. 📈 Affected Securities: $BAC $BLK $JPM $XLF $KRE $VFH 📊 Sentiment: Positive"
X Link 2026-01-30T12:55Z 38K followers, [---] engagements
"🚨William Blair analyst Andrew Jeffrey says SoFi Technologies $SOFI easily beat Q4 revenue and EBITDA estimates while guiding [----] EBITDA well ahead of estimates. SoFi's Implied 55% incremental EBITDA margin "suggests the company does not have enough investment opportunities to keep profitability down" the analyst tells investors in a research note. William Blair encourages investors to buy the stock into the post-earnings rally. "The future of banking is SoFi" it contends. The firm calls the quarter a "blowout" and believes the company's accelerating key performance indicators suggest an"
X Link 2026-01-30T13:03Z 38K followers, 34.8K engagements
"⚡Roth Capital analyst Rohit Kulkarni raised the firm's price target on Reddit $RDDT to $215 from $210 and keeps a Neutral rating on the shares ahead of its Q4 results. Roth expects a "beat and raise" earnings result adding that it would be a "tactical buyer" given the stock's recent weakness the analyst tells investors in a research note. https://twitter.com/i/web/status/2017222394788622762 https://twitter.com/i/web/status/2017222394788622762"
X Link 2026-01-30T13:04Z 38K followers, [----] engagements
"Mizuho analyst Dan Dolev says SoFi Technologies' $SOFI "strong" Q4 beat and "upbeat" guidance following the stock's "disappointing" performance year-to-date "should offer a sigh of relief." The firm has an Outperform rating on the shares with a $38 price target"
X Link 2026-01-30T13:05Z 38K followers, [----] engagements
"🚨 Trump on Truth Social 🚨 US steel production surpassed Japan's for the first time in [--] years which the post attributes to Trump-era tariffs and a [----] AI data-center construction boom. 📈 Affected Securities: $CLF $NUE $VIS $XLI $GDX $VNQ $XME $EWJ $IYJ $IYR $SLX $XLRE 📊 Sentiment: Positive https://twitter.com/i/web/status/2017966221103161591 https://twitter.com/i/web/status/2017966221103161591"
X Link 2026-02-01T14:20Z 38K followers, [----] engagements
"🚨 Trump on Truth Social 🚨 Donald Trump endorses Jeff Ellington for Indiana State Senate District [--] criticizes incumbent Eric Bassler and Kristi Risk as RINOs for opposing redistricting and highlights Ellington's background as a businessman firefighter farmer and GOP official. Trump says Ellington will protect Hoosier values support farmers and ranchers grow the economy cut taxes and regulations promote Made in the U.S.A. advance American energy dominance support the military and law enforcement safeguard elections and protect the Second Amendment. 📈 Affected Securities: $CVX $DE $XOM $VIS"
X Link 2026-02-01T19:00Z 38K followers, [---] engagements
"🚨 Trump on Truth Social 🚨 Asserts that Iowans are earning more and paying less after Trump's return linking to a Des Moines Register opinion piece. 📈 Affected Securities: $CASY $DE $PFG $VIS $XLF $XLI $KRE $VCR $VFH $XLY $IYJ 📊 Sentiment: Positive"
X Link 2026-02-01T19:00Z 38K followers, [----] engagements
"🚨 Trump on Truth Social 🚨 Claims the United States produced more steel in [----] than Japan and credits President Trump. 📈 Affected Securities: $CLF $NUE $VIS $XLI $GDX $XME $EWJ $IYJ $SLX 📊 Sentiment: Positive"
X Link 2026-02-01T23:45Z 38K followers, [----] engagements
"⚡Phillip Securities analyst Yik Ban Chong initiated coverage of Micron $MU with a Buy rating and $500 price target. The firm says the company's high bandwidth memory products are in high demand. It believes Micron can "chip away" at SK Hynix's market share when its HBM4 ramps beyond Q2. https://twitter.com/i/web/status/2018236813614219724 https://twitter.com/i/web/status/2018236813614219724"
X Link 2026-02-02T08:15Z 38K followers, [----] engagements
"Nvidia $NVDA CEO Jensen Huang said the companys new OpenAI investment will be huge calling it potentially Nvidias largest ever though well below $100B. Nvidia plans to participate in OpenAIs latest funding round after earlier internal hesitation. $OPENAI"
X Link 2026-02-02T11:03Z 38K followers, [----] engagements
"🚨President Trump plans to launch a $1B strategic critical minerals stockpile Project Vault to reduce U.S. reliance on Chinese rare earths and protect manufacturers from supply shocks Bloomberg's Jennifer A. Dlouhy and Joe Deaux report. The initiative would combine $10B in Export-Import Bank loans with $1.67B in private capital to procure and store minerals for U.S. industry according to the report. Publicly traded companies in the space include MP Materials $MP USA Rare Earth $USAR Critical Metals $CRML and United States Antimony $UAMY. https://twitter.com/i/web/status/2018308342561509752"
X Link 2026-02-02T12:59Z 38K followers, [----] engagements
"🚨 Trump on Truth Social 🚨 Trump says he welcomes China and India investing in Venezuela's oil sector linking to a Bloomberg article about the statement. 📈 Affected Securities: $CVX $SLB $XLE $MCHI $OIH $VDE $INDA 📊 Sentiment: Positive"
X Link 2026-02-02T14:35Z 38K followers, [---] engagements
"BREAKING: 🚨🔼JPMorgan analyst Reginald Smith upgraded SoFi Technologies $SOFI to Overweight from Neutral with an unchanged price target of $31. The stock has declined 10% since the Q4 earnings call on Friday despite SoFi posting record results and better than expected fiscal [----] EBITDA guidance the analyst tells investors in a research note. JPMorgan says the selloff has created the entry point it had been waiting for. The momentum in SoFi 's business is "undeniable" as the company continues to add new members and deposits at a record pace adds the firm."
X Link 2026-02-03T10:15Z 38K followers, [----] engagements
"🚨 Trump on Truth Social 🚨 Trump confirms talks with Cuba and says he is hopeful he will strike a deal. 📈 Affected Securities: $CCL $RCL $AAL $VIS $XLI $VCR $XLY $IYJ 📊 Sentiment: Positive"
X Link 2026-02-03T15:00Z 38K followers, [---] engagements
"Cathie Wood's ARK Investment bought 90K shares of Robinhood $HOOD yesterday"
X Link 2026-02-04T08:09Z 38K followers, [----] engagements
"$NVS Q4 Earnings: EPS $2.03 vs est. $1.98 (beat); Revenue $13.34B vs est. $13.70B (miss). FY sales +8% driven by Kisqali (+57%) Kesimpta (+36%) Pluvicto (+42%). Core margin reached 40.1%. [----] guidance: low single-digit sales growth low single-digit core operating income decline amid largest patent expiry in company history. https://twitter.com/i/web/status/2018984618821578864 https://twitter.com/i/web/status/2018984618821578864"
X Link 2026-02-04T09:46Z 38K followers, [---] engagements
"$LLY Q4: Beat on both lines with EPS of $7.54 (est. $6.91) and revenue of $19.3B (est. $17.94B) up 43% YoY driven by Mounjaro and Zepbound volume growth. Issues strong [----] guidance of $80-83B revenue and $33.50-35.00 EPS. Announced U.S. government agreement to expand obesity medicine access. https://twitter.com/i/web/status/2019016138802241949 https://twitter.com/i/web/status/2019016138802241949"
X Link 2026-02-04T11:52Z 38K followers, [---] engagements
"🚨🔼Citizens upgraded Uber $UBER to Outperform from Market Perform with a $100 price target. The firm's worries around headline risk around competition specifically from Tesla $TSLA remain but its upgrade is based on better valuation the analyst tells investors. While the firm still expects competition from Tesla to be meaningful in the years to come it believes Uber is doing "an exceptional job" building out a strong network of AV partners that it can aggregate in the medium term the analyst added. https://twitter.com/i/web/status/2019151809558745318"
X Link 2026-02-04T20:51Z 38K followers, [----] engagements
"$GOOG Q4: EPS $2.82 vs est. $2.63 Revenue $113.8B vs est. $111.32B. Both beat. Revenue +18% YoY driven by Google Cloud +48% to $17.7B and Search +17%. Operating margin 32%. Guiding [----] CapEx to $175-185B to support AI infrastructure investments"
X Link 2026-02-04T21:07Z 38K followers, [----] engagements
"🚨 Trump on Truth Social 🚨 Asserts that Trump's MAHA movement unexpectedly helped lower food price inflation and links to an article. 📈 Affected Securities: $KR $TSN $WMT $VDC $XLP $XLY 📊 Sentiment: Positive"
X Link 2026-02-05T04:40Z 38K followers, [---] engagements
"🚨🔽Stifel downgraded Microsoft $MSFT to Hold from Buy with a price target of $392 down from $540. Given the well-documented Azure supply issues coupled with Google's $GOOGL strong Google Cloud Platform and Gemini results this evening and growing Anthropic momentum a near-term Azure acceleration is unlikely the analyst tells investors in a research note. FY27 is also likely to have less in-period revenue recognition as FY26 befitted from several product cycles the firm added. Stifel is modeling [----] EPS view of $18.70 which is "meaningfully below" consensus the analyst stated."
X Link 2026-02-05T08:08Z 38K followers, [----] engagements
"Tower Semiconductor $TSEM announced it is scaling AI infrastructure deployments with high performance silicon photonics for 1.6T data center optical modules designed for Nvidia $NVDA networking protocols. Tower Semiconductor's silicon photonics enables up to double the data-rate compared to prior silicon photonics solutions providing increased bandwidth and throughput for optical connectivity speeding AI application performance on AI infrastructure. https://twitter.com/i/web/status/2019385549451096201 https://twitter.com/i/web/status/2019385549451096201"
X Link 2026-02-05T12:20Z 38K followers, [----] engagements
"Stellantis $STLA plunges 27% after the carmaker said a business reset resulted in charges of around EUR 22.2B for the second half of 2025"
X Link 2026-02-06T14:22Z 38K followers, [---] engagements
"WeRide $WRD and Uber $UBER announced an expansion of their strategic partnership to deploy at least [----] robotaxis across the Middle East. The deployment which will span Abu Dhabi Dubai and Riyadh is expected to be completed as soon as 2027"
X Link 2026-02-06T14:33Z 38K followers, [---] engagements
"FDA plans enforcement action against non-FDA-approved compounded GLP-1 drugs targeting misleading marketing and safety claims. The move pressures compounders and platforms like $HIMS while reinforcing the moat around FDA-approved players $LLY and $NVO. Regulatory risk is rising fast for off-label GLP-1 sellers. https://twitter.com/i/web/status/2019893771454788019 https://twitter.com/i/web/status/2019893771454788019"
X Link 2026-02-06T21:59Z 38K followers, [----] engagements
"H.C. Wainwright raised its price target on $MSTR to $540 from $500 and reiterated Buy calling it its top stock pick for [----] post-Q4. The firm expects Strategy to outperform Bitcoin via steady Bitcoin-per-share gains citing strong execution aggressive January buying and a $3.9B raise to add [-----] BTC despite weak sentiment. https://twitter.com/i/web/status/2019893808780161430 https://twitter.com/i/web/status/2019893808780161430"
X Link 2026-02-06T21:59Z 38K followers, [---] engagements
"🚨 Trump on Truth Social 🚨 Announces a dramatic drop in the price of Ozempic (GLP1 diabetes/weightloss drug) linking to a Daily Caller article. 📈 Affected Securities: $CVS $LLY $NVO $XLV $VHT $IBB 📊 Sentiment: Negative"
X Link 2026-02-06T22:00Z 38K followers, [----] engagements
"🚨 Trump on Truth Social 🚨 The White House has launched a program called 'TrumpRx' to lower prescription drug prices described as the 'biggest thing in healthcare' in decades. 📈 Affected Securities: $AMGN $MRK $PFE $XLV $VHT $IBB 📊 Sentiment: Negative"
X Link 2026-02-06T22:00Z 38K followers, [----] engagements
"🚨 Trump on Truth Social 🚨 Trump claims the Dow reached [-----] today three years ahead of schedule credits his performance and warns voters to remember for the midterms because Democrats will 'crash the economy.' 📈 Affected Securities: $AAPL $JPM $MSFT $QQQ $XLF $XLK $KRE $VFH $VGT 📊 Sentiment: Positive https://twitter.com/i/web/status/2019900207408828888 https://twitter.com/i/web/status/2019900207408828888"
X Link 2026-02-06T22:25Z 38K followers, [----] engagements
"🚨 Trump on Truth Social 🚨 Trump urges approval of the NexstarTegna deal arguing increased competition will challenge national TV 'Fake News' networks and calling to 'get that deal done.' 📈 Affected Securities: $NXST $SBGI $VOX $TGNA $XLC 📊 Sentiment: Positive"
X Link 2026-02-07T15:35Z 38K followers, [---] engagements
"🚨🔼Roth Capital upgraded Roblox $RBLX to Buy from Neutral with a price target of $84 up from $78. The firm is more positive on the shares due to Roblox's better than expected [----] bookings guidance and over 20% bookings growth outlook annually over the next several years. The company has a "strong sustainable virtuous circle" with improving development tools that are producing higher quality games the analyst tells investors in a research note. Roth sees an attractive valuation at current share levels. https://twitter.com/i/web/status/2020797632419971503"
X Link 2026-02-09T09:51Z 38K followers, [----] engagements
"🚨🔼Citizens analyst Devin Ryan upgraded SoFi Technologies $SOFI to Outperform from Market Perform with a $30 price target. The stock has sold off to $21 after having traded to highs over $30 in late [----] now down 20% year-to-date the analyst tells investors in a research note. The firm believes the recent risk-off rotation has penalized higher-growth narratives. It believes SoFi's selloff is less about near-term macro fear and more about "style factor compression and technicals creating an opportunity" to own the stock. The company offers "compounding at scale" and "rapidly diversifying"
X Link 2026-02-09T12:04Z 38K followers, [---] engagements
"🚨🔼Wolfe Research upgraded Robinhood $HOOD to Outperform from Peer Perform with a $125 price target. Shares are down 27% year-to-date notes the analyst who sees the risk/reward as more attractive following the pullback. The firm believes most sources of EPS improvement are durable as higher prediction markets volumes should offset pressure in other areas like crypto the analyst added. https://twitter.com/i/web/status/2020831471422800239 https://twitter.com/i/web/status/2020831471422800239"
X Link 2026-02-09T12:05Z 38K followers, [---] engagements
"🚨Wedbush is adding Salesforce $CRM and ServiceNow $NOW to AI [--] List. The firm is removing Roblox $RBLX and Baidu $BIDU from the list. Wedbush tells investors it believes the software selloff is way overdone. The AI Revolution is just beginning and Wedbush believes tech stocks and the AI winners should be bought given its view that this is year three of what will be a 10-year cycle of this AI Revolution buildout. https://twitter.com/i/web/status/2020841877361012946 https://twitter.com/i/web/status/2020841877361012946"
X Link 2026-02-09T12:47Z 38K followers, [----] engagements
"🚨🔽Melius Research analyst Ben Reitzes downgraded Oracle $ORCL to Hold from Buy with a $160 price target. While the firm says it admires Larry Ellison for "going for it here" it adds that it may just be a tough slog as debt and equity will be an overhang for some time as it questions "What should a stock sell for with no free cash flow until the 2030s" Oracle should be valued "more akin to an infrastructure company vs. a software company" the analyst added. https://twitter.com/i/web/status/2020864839199932517 https://twitter.com/i/web/status/2020864839199932517"
X Link 2026-02-09T14:18Z 38K followers, [---] engagements
"💵Most Anticipated Earnings Reports This Week💵 On deck to share earnings results this week are Coca-Cola $KO McDonald's $MCD Coinbase $COIN Robinhood $HOOD Nebius $NBIS Coinbase $COIN and Airbnb $ABNB plus many more Which of these names do you expect to outperform"
X Link 2026-02-09T14:23Z 38K followers, [----] engagements
"In a regulatory filing Strategy $MSTR announced an update on its bitcoin holdings. The company reported acquiring [----] bitcoin for approximately $90M at an average purchase price of $78815 between February [--] and February [--]. As of February [--] Strategy holds [------] bitcoin acquired for an aggregate purchase price of approximately $54.35B"
X Link 2026-02-09T14:43Z 38K followers, [---] engagements
"JPMorgan analyst Doug Anmuth keeps an Overweight rating and $265 price target on Amazon $AMZN. The stock has fallen following last week's earnings as its [----] capex target of $200B is "well above expectations" and likely suggests "significant free cash flow burn" this year the analyst tells investors in a research note. The firm notes however that the investment is coming from a position of strong demand and should support AWS growth acceleration through [----]. Going forward investor focus will be on AWS and backlog growth Retail market share gains and margin expansion JPMorgan added."
X Link 2026-02-10T09:29Z 38K followers, [----] engagements
"Amazon $AMZN has notified industry executives that it is planning to start a marketplace where publishers can market content to firms offering AI products The Information's Catherine Perloff and Erin Woo report citing two people familiar with the project"
X Link 2026-02-10T09:29Z 38K followers, [---] engagements
"🚨🔼Daiwa upgraded Palantir $PLTR to Buy from Neutral with an $180 price target"
X Link 2026-02-10T10:30Z 38K followers, [----] engagements
"$KO Q4: EPS $0.58 (adj) vs $0.56 est ✓; Revenue $11.8B vs $12.03B est ✗. Organic revenue +5% operating margin expanded to 24.4%. However took $960M impairment charge on BODYARMOR. Full year free cash flow $11.4B ex-fairlife payment. Currency headwinds impacted results"
X Link 2026-02-10T11:59Z 38K followers, [---] engagements
"$JMIA Q4: Revenue $61.4M vs est. $63.8M (miss). GMV surged 36% YoY to $279.5M driving strong momentum. Adjusted EBITDA loss improved 47% to $7.3M. Cash burn dramatically reduced to $1.7M from $26.5M YoY. Company targeting Q4 [----] breakeven with continued strong growth expected in [----]. https://twitter.com/i/web/status/2021192399800742337 https://twitter.com/i/web/status/2021192399800742337"
X Link 2026-02-10T11:59Z 38K followers, [----] engagements
"🚨🔼Oppenheimer upgraded Unity $U to Outperform from Perform with a $38 price target. The firm says that the recent selloff driven by fears that "world models" like Google's $GOOGL Project Genie will displace game engines is fundamentally misplaced and ignores the distinct architectural role Unity plays in development. Oppenheimer views the current valuation as disconnected from the company's improving fundamentals specifically the successful re-acceleration of the Grow segment via the Vector and disciplined cost management. The firm views the current risk/reward profile as favorable. Further"
X Link 2026-02-10T12:58Z 38K followers, [----] engagements
"🚨🔼Baird analyst Shrenik Kothari upgraded Cloudflare $NET to Outperform from Neutral with a price target of $260 up from $230. The company's Q4 report Q4 "marked the strongest confirmation yet" that its growth vectors are now "compounding simultaneously" the analyst tells investors in a research note. The firm says Cloudflare posted record annual contract value accelerating remaining performance obligation and further go-to-market gains. It views the fiscal [----] outlook as "prudent." With investment sentiment "moderated" and accelerating fundamentals Cloudflare's risk/reward has turned"
X Link 2026-02-11T10:07Z 38K followers, [---] engagements
"Just in: YouTube is now the most-watched video provider on U.S. TVs surpassing phones and other devices with over 1B hours viewed daily reports WSJ citing Nielsen data. #YouTube #Streaming"
X Link 2025-07-20T16:40Z 38K followers, [----] engagements
"$APP: Evercore ISI analyst Robert Coolbrith reiterated a Buy rating and $835 price target on AppLovin noting the decline in the shares possibly in reaction to Google's $GOOGL Project Genie an AI platform for prompt-based generation of infinite open world digital experiences. The firm views the move as "incorrect directionally" as it believes Genie will ease production of game content increasing total game content availability in the market and in turn increasing the relative importance and value capture opportunity of game discovery layers chiefly AppLovin. The firm also views AppLovin as at"
X Link 2026-01-30T20:55Z 38K followers, 24.4K engagements
"🚨 Trump on Truth Social 🚨 Trump says he approved $39.1 million in disaster relief for Mississippi after a severe winter storm praises the state and Governor Tate Reeves and expresses support for Mississippians. 📈 Affected Securities: $CAT $HD $LOW $VIS $XLF $XLI $KRE $VCR $VFH $XLY $IYJ 📊 Sentiment: Positive https://twitter.com/i/web/status/2019885111878046042 https://twitter.com/i/web/status/2019885111878046042"
X Link 2026-02-06T21:25Z 38K followers, [---] engagements
"🚨 Trump on Truth Social 🚨 He approved $60.6 million in federal aid for Tennessee to assist recovery from a severe winter storm praising residents and saying they will rebuild quickly. 📈 Affected Securities: $CAT $HD $LOW $MLM $VMC $VIS $XLI $VCR $XLY $IYJ 📊 Sentiment: Positive https://twitter.com/i/web/status/2019886406315774174 https://twitter.com/i/web/status/2019886406315774174"
X Link 2026-02-06T21:30Z 38K followers, [---] engagements
"$NTES Q4: Revenue $3.9B vs est. $4.15B (miss); Non-GAAP EPS $1.58 vs est. $2.05 (miss). Revenue +3% YoY to RMB27.5B. Gaming revenue +3.4% YoY. Gross profit +8.7%. Company highlights AI integration across game development and strong performance from global titles including Sword of Justice and Marvel Rivals. https://twitter.com/i/web/status/2021531149147738339 https://twitter.com/i/web/status/2021531149147738339"
X Link 2026-02-11T10:25Z 38K followers, [---] engagements
"🚨🔼JPMorgan upgraded MercadoLibre $MELI to Overweight from Neutral with a price target of $2800 up from $2650. The firm cites valuation for the upgrade following the stock's recent underperformance. Shopee increased its take rates last week "signaling a more benign competitive environment" the analyst tells investors in a research note. JPMorgan also no longer sees material downside risk to MercadoLibre's consensus estimates for [----] and [----]. The company should be able to "sustain a good pace of growth" in Brazil in Q4 of [----] above 30% adds the firm."
X Link 2026-02-12T10:03Z 38K followers, [----] engagements
"Yesterday Cathie Woods ARK Investment added 108.5K shares of Circle Internet $CRCL 174K shares of Alphabet $GOOG and 396K shares of CoreWeave $CRWW. The portfolio shifts reflect continued positioning toward AI cloud infrastructure and digital platforms"
X Link 2025-11-26T08:07Z 38K followers, [----] engagements
"🚨Wolfe Research initiates Circle Internet $CRCL with Underperform and a $60 PT. While calling Circle the undisputed leader in regulated stablecoins Wolfe warns of rate and competitive headwinds and says the stock still trades at a premium valuation"
X Link 2025-12-02T10:45Z 38K followers, [----] engagements
"$ABBV Q4: Adj EPS $2.71 vs est. $2.65 Revenue $16.62B vs est. $16.41B. FY revenue up 8.6% to $61.16B driven by Skyrizi ($17.6B strong growth) and Rinvoq ($8.3B). Immunology portfolio up 14% for year. Provides [----] adj EPS guidance of $14.37-$14.57"
X Link 2026-02-04T13:00Z 38K followers, [---] engagements
"TD Cowen sees upside for Micron $MU toward $60 in earnings per share in [----] above the firm's prior bull case of $50. This opens the door for a $600 stock price over time the analyst tells investors in a research note. Micron closed Friday up $11.80 to $394.69. The tightness in the DRAM market will last for multiple years the analyst tells investors in a research note. The firm expects a "gradual re-rating path" toward 12-times earnings on a "normalized" $50 per share earnings power. https://twitter.com/i/web/status/2020841061543723231 https://twitter.com/i/web/status/2020841061543723231"
X Link 2026-02-09T12:43Z 38K followers, [----] engagements
"Hims & Hers $HIMS said in a post on X formerly Twitter: "Novo Nordisk's $NVO lawsuit is a blatant attack by a Danish company on millions of Americans who rely on compounded medications for access to personalized care. Once again Big Pharma is weaponizing the US judicial system to limit consumer choice. This lawsuit attacks more than just one medication or company - it directly assaults a well-established vital component of US pharmacy practice that has improved patient care for everything from obesity to infertility to cancer. Hims & Hers has a long history of providing safe access to"
X Link 2026-02-09T13:50Z 38K followers, [----] engagements
"Love is in the Air and So Are the Savings 💖 This Valentines Day give your portfolio some love with TipRanks Premium now 70% OFF Get full access to analyst ratings hedge fund moves AI stock insights and more to make smarter investing decisions in [----]. Dont miss this limited-time offer your portfolio deserves a little love too 👉 Claim your discount here: https://www.tipranks.com/checkout/v2llf=campaign-social&coupon=VAL70PER&subscription=tipranks-premium-yearly&activeNewsletters=true"
X Link 2026-02-09T19:15Z 38K followers, [----] engagements
"$DDOG Q4: Revenue $953M vs est. $918.7M (+29% YoY); EPS $0.59 vs est. $0.56. Strong customer growth with [---] $1M+ ARR customers (up 31% YoY). FY26 guidance: $4.06B-$4.10B revenue $2.08-$2.16 EPS. Generated $291M free cash flow in quarter"
X Link 2026-02-10T12:30Z 38K followers, [---] engagements
"🚨January U.S. nonfarm payrolls rise [------] unemployment rate falls to 4.3% $QQQ $SPY"
X Link 2026-02-11T13:35Z 38K followers, [---] engagements
"🚨TD Cowen upgraded Shopify $SHOP to Buy from Hold with an unchanged price target of $159. The firm cites valuation for the upgrade with the shares down 30% year-to-date. Shopify's "strong" quarter continued growth momentum and the post-earnings pullback "represents an attractive entry point for investors to own the de facto modern-day eCommerce infrastructure" the analyst tells investors in a research note. TD believes Shopify's fundamentals are strong while the stock's valuation is now "much more reasonable.""
X Link 2026-02-11T21:45Z 38K followers, [---] engagements
"🚨 Trump on Truth Social 🚨 Trump criticizes Canada for taking advantage of the U.S. on trade urges tariffs at the northern border and says Republicans should maintain that stance. 📈 Affected Securities: $EWC 📊 Sentiment: Negative"
X Link 2026-02-11T23:25Z 38K followers, [---] engagements
"🚨🔼Jefferies upgraded Novo Nordisk $NVO to Hold from Underperform with a price target of DKK [---] up from DKK [---]. The firm says consensus estimate cuts better reflect the company's outlook. Novo's near-term downside risks have now crystallized the analyst tells investors in a research note. Jefferies believes the company still needs meaningful acquisitions to diversify its portfolio but says the U.S. oral Wegovy launch could drive share momentum. https://twitter.com/i/web/status/2021886499931701290 https://twitter.com/i/web/status/2021886499931701290"
X Link 2026-02-12T09:58Z 38K followers, [----] engagements
"Truist lowered the firm's price target on Robinhood $HOOD to $120 from $130 and keeps a Buy rating on the shares. The firm views the company's Q4 earnings report as "frustrating." Robinhood posted few financial positives outside of the prediction markets the analyst tells investors in a research note. Truist says that in addition to crypto weakness important metrics for Robinhood like user growth and net deposits were light in December. January was" better but not by much" adds the firm. Truist is still positive on the company's longer-term potential but says the shares could see short-term"
X Link 2026-02-12T12:09Z 38K followers, [---] engagements
"🚨🔽Monness Crespi downgraded Coinbase $COIN to Sell from Buy with a $120 price target as the firm is cutting estimates "again" ahead of the company's Q4 report. The firm says its prior assumption of a steady recovery over the course of calendar [----] was "foolish" given the typical length and magnitude of crypto bear markets telling investors that it now models softness through the first half of [----] and sets its calendar [----] and [----] estimates below the Street view. The firm expects better entry points in the future the analyst added. https://twitter.com/i/web/status/2021927628815344116"
X Link 2026-02-12T12:41Z 38K followers, [----] engagements
"⚡Tigress Financial resumed coverage of Tesla $TSLA with a Buy rating and $550 price target The firm sees long-term growth and value creation increasingly being driven by Teslas evolution from a pure-play EV manufacturer into a multi-layered physical AI platform. The firm sees the physical AI growth flywheel being driven by expanding Full Self Drive subscriptions robotaxis and Optimus humanoid robots to stack on top of an already sizable and profitable EV and energy base the analyst tells investors. https://twitter.com/i/web/status/2021967991655559425"
X Link 2026-02-12T15:21Z 38K followers, [---] engagements
"Goldman Sachs keeps a Buy rating and $600 price target on Microsoft $MSFT. The firm believes that the company's prioritizing compute capex for first party applications - Copilot - and internal R&D - or Microsoft AI - over short-term Azure revenue will ultimately drive more strategic AI positioning across multiple layers of the technology stack and better returns over the medium term the analyst tells investors in a research note"
X Link 2026-02-13T10:34Z 38K followers, [---] engagements
"🚨🔼HSBC analyst Stephen Bersey upgraded CrowdStrike $CRWD to Buy from Hold with a $446 price target"
X Link 2026-02-13T10:36Z 38K followers, [----] engagements
"🔼KGI Securities analyst Leon Chen upgraded Applied Materials $AMAT to Outperform from Neutral with a $425 price target"
X Link 2026-02-13T10:37Z 38K followers, [---] engagements
"Microsoft $MSFT is planning to pursue "true self-sufficiency" in the AI space by building its own models and reducing reliance on OpenAI Melissa Heikkila of The Financial Times reports citing comments made by AI chief Mustafa Suleyman. According to Suleyman this strategic shift following a restructuring of the company's relationship with OpenAI in October prompting Microsoft to advance its AI technology independently. https://twitter.com/i/web/status/2022275541462622466 https://twitter.com/i/web/status/2022275541462622466"
X Link 2026-02-13T11:43Z 38K followers, [---] engagements
"$META plans to reintroduce facial recognition through its smart glasses this year via a feature called "Name Tag" allowing users to identify people and access information using its AI assistant The New York Times' Kashmir Hill Kalley Huang and Mike Isaac report. According to four people involved with the plans the company is evaluating safety and privacy risks and earlier plans to pilot the feature in a limited setting have not yet been implemented. https://twitter.com/i/web/status/2022275669472706868 https://twitter.com/i/web/status/2022275669472706868"
X Link 2026-02-13T11:44Z 38K followers, [---] engagements
"The Pentagon is urging leading AI companies including Google $GOOGL xAI OpenAI and Anthropic to deploy their models on classified military networks with fewer standard user restrictions Reuters' David Jeans and Deepa Seetharaman report. The goal according to officials is to make advanced AI tools accessible across both unclassified and classified domains to support defense applications according to the report. https://twitter.com/i/web/status/2022275904509018140 https://twitter.com/i/web/status/2022275904509018140"
X Link 2026-02-13T11:45Z 38K followers, [----] engagements
"⚡JPMorgan raised the firm's price target on MP Materials $MP to $76 from $74 and keeps an Overweight rating on the shares. The firm updated the company's model ahead of the Q4 report"
X Link 2026-02-13T12:23Z 38K followers, [----] engagements
"🚨Craig-Hallum upgraded Applied Materials $AMAT to Buy from Hold with a $450 price target. The firm cites better-than-expected Q1 results and Q2 guidance a more than 20% [----] semi equipment growth outlook weighted to the second half of the year and a meaningfully improved multi-year AI-driven demand profile supported by earlier-than-expected $1T semiconductor industry revenue stronger visibility in advanced node chips HBM and advanced packaging and the company sees AI-driven demand to last an extended period. https://twitter.com/i/web/status/2022320990995309016"
X Link 2026-02-13T14:44Z 38K followers, [---] engagements
"Mizuho analyst Lloyd Walmsley raised the firm's price target on Alphabet $GOOGL $GOOG to $365 from $325 and keeps an Outperform rating on the shares. The firm increased the company's estimates as part of its [----] internet outlook. It sees see significant potential sales upside at Google Cloud. https://twitter.com/i/web/status/2009596554588369023 https://twitter.com/i/web/status/2009596554588369023"
X Link 2026-01-09T12:02Z 37.5K followers, [----] engagements
"Mizuho raised its price target on Micron $MU to $390 from $290 and reiterated an Outperform rating citing continued upside for semiconductors into [----] driven by AI accelerators optical and memory demand. Micron remains a key beneficiary of the AI-led cycle"
X Link 2026-01-09T12:03Z 37.5K followers, [----] engagements
"Mizuho raised its price target on Nvidia $NVDA to $275 from $245 and reiterated an Outperform rating rolling forward its [----] outlook and pointing to sustained upside from AI accelerators wafer fab equipment optical and memory demand despite a more measured [----] setup"
X Link 2026-01-09T12:03Z 37.5K followers, [----] engagements
"🚨Argus initiated coverage of Robinhood $HOOD with a Buy rating and $145 price target"
X Link 2026-01-09T12:34Z 37.5K followers, [---] engagements
"Rosenblatt raised the firm's price target on D-Wave Quantum $QBTS to $43 from $40 and keeps a Buy rating on the shares. The company executed a "one-two punch" with a $550M acquisition and technical breakthrough the analyst tells investors in a research note. The firm believes D-Wave "significantly strengthened" its long-term position with demonstrating on-chip cryogenic control. The Quantum Circuits deal secures "superior" error correction capabilities adds Rosenblatt. https://twitter.com/i/web/status/2009605875212710332 https://twitter.com/i/web/status/2009605875212710332"
X Link 2026-01-09T12:39Z 37.5K followers, [----] engagements
"What were the top 5-Star TipRanks individual investors' buys last week 👇 $AMD $TSLA $ORCL $AVGO $CRWD $NFLX $LLY $AAPL $TSM $PLTR"
X Link 2026-01-11T14:00Z 37.5K followers, [----] engagements
"Goldman Sachs assumed coverage of Microsoft $MSFT with a Buy rating and $655 price target. The firm assumed coverage of [--] stocks in the software sector. Goldman believes artificial intelligence adoption will be a "positive tailwind" to the software total addressable market over the next ten years. The analyst says Microsoft is best positioned to capture AI adoption upside. https://twitter.com/i/web/status/2010662737857122692 https://twitter.com/i/web/status/2010662737857122692"
X Link 2026-01-12T10:38Z 37.5K followers, [----] engagements
"🚨Goldman Sachs assumed coverage of Oracle $ORCL with a Buy rating and $240 price target. The firm assumed coverage of [--] stocks in the software sector. Goldman believes artificial intelligence adoption will be a "positive tailwind" to the software total addressable market over the next ten years. The analyst says Oracle is well positioned for infrastructure as a service share gains. https://twitter.com/i/web/status/2010662908703748200 https://twitter.com/i/web/status/2010662908703748200"
X Link 2026-01-12T10:39Z 37.5K followers, [----] engagements
"$GOOG $GOOGL: Wells Fargo analyst Ken Gawrelski raised the firm's price target on Alphabet to $350 from $268 and keeps an Equal Weight rating on the shares. Having missed the positive inflection in [----] the firm is reassessing estimates across the board. Wells is raising estimates for search and GCP on strong momentum but doesn't arrive at EPS meaningfully above the street. The firm sees multiple re-rating as largely complete. https://twitter.com/i/web/status/2010691061023133739 https://twitter.com/i/web/status/2010691061023133739"
X Link 2026-01-12T12:31Z 37.5K followers, [---] engagements
"BREAKING:🚨Citi upgraded Palantir $PLTR to Buy from Neutral with a $235 price target"
X Link 2026-01-12T12:35Z 37.5K followers, 28.5K engagements
"Wells Fargo raised the firm's price target on Amazon $AMZN to $301 from $295 and keeps an Overweight rating on the shares. The firm sees Q4 EPS print and commentary supporting case for positive [----] AWS revisions fueled by doubling of compute capacity through [----]. Amazon is Wells' top Internet pick for [----] given acceleration at what the firm sees as undemanding multiple of 25-times [----] GAAP price to earnings. https://twitter.com/i/web/status/2010692338234896505 https://twitter.com/i/web/status/2010692338234896505"
X Link 2026-01-12T12:36Z 37.5K followers, [---] engagements
"⚡Susquehanna raised the firm's price target on $ASML to EUR [----] from EUR [----] and keeps a Positive rating on the shares. Recent channel checks checks suggest the semiconductor capital equipment industry is preparing for $120B wafter fab equipment spending the analyst tells investors in a research note. Susquehanna says that with lobal semi revenues trending to over $1 trillion the wafer fab equipment supply chain must prepare for spending well above $150B. It believes WFE fundamental trends "remain strong." https://twitter.com/i/web/status/2010692431776276809"
X Link 2026-01-12T12:36Z 37.6K followers, [---] engagements
"⚡HSBC analyst Mohammed Khallouf initiated coverage of Netflix $NFLX with a Buy rating and $107 price target. The firm says Netflix trades 33% below its summer [----] peak share levels despite expected gains from deepening monetization improving profitability and a sizable international opportunity offsetting a maturing domestic market. Netflix's turn to acquisitions reflects the challenges of a maturing video streaming industry the analyst tells investors in a research note. HSBC believes Netflix is the "undisputed global streaming leader." https://twitter.com/i/web/status/2010692966080225739"
X Link 2026-01-12T12:38Z 37.5K followers, [----] engagements
"Barclays downgraded Snowflake $SNOW to Equal Weight from Overweight with a price target of $250 down from $290. The firm adjusted ratings in the software group as part of its [----] outlook. Barclays sees a favorable setup for software in [----]. Macro and IT spending are stable while stock valuation levels are low and the sector is out of favor the analyst tells investors in a research note. However Barclays cites valuation for the downgrade of Snowflake following the stock's 42% rally in [----]. A higher valuation level increased investor expectations and heightened competition for new workloads"
X Link 2026-01-12T12:44Z 37.7K followers, [---] engagements
"KeyBanc downgraded CrowdStrike $CRWD to Sector Weight from Overweight without a price target as part of its [----] outlook for the security data and AI software names. KeyBanc is "measured" on security stocks based on its recent chief investment office survey and "yet-to-be-seen" AI tailwinds. CrowdStrike is facing "more balanced security spend intentions" as indicated by the survey the analyst tells investors in a research note. https://twitter.com/i/web/status/2010694578802676058 https://twitter.com/i/web/status/2010694578802676058"
X Link 2026-01-12T12:45Z 37.6K followers, [---] engagements
"Nvidia $NVDA and Eli Lilly $LLY launched a joint AI co-innovation lab to apply AI across drug discovery development and manufacturing. The partners plan to invest up to $1b over five years combining Lillys domain expertise with Nvidias AI compute and BioNeMo platform"
X Link 2026-01-12T15:21Z 37.6K followers, [---] engagements
"BREAKING: 🚨Apple $AAPL will lean on Google $GOOGL to power its artificial intelligence features for products such as Siri later this year as part of a multi-year partnership for Google's Gemini models and cloud technology reported CNBC. "After careful evaluation we determined that Google's technology provides the most capable foundation for Apple Foundation Models and we're excited about the innovative new experiences it will unlock for our users" Apple said in a statement obtained by CNBC's Jim Cramer. https://twitter.com/i/web/status/2010735159595651470"
X Link 2026-01-12T15:26Z 37.5K followers, [----] engagements
"🚨Alphabet $GOOGL tops $4 trillion market cap"
X Link 2026-01-12T15:31Z 37.5K followers, [---] engagements
"Eli Lilly $LLY said LillyDirect is now serving over 1M patients reaffirmed it is on track for obesity pill approval by Q2 and expects Zepbounds multi-dose pen to be approved in the next few months according to comments from CFO Lucas Montarce on Bloomberg"
X Link 2026-01-12T15:54Z 37.7K followers, [---] engagements
"🚨Insider trading $MSTR: In a regulatory filing Strategy disclosed that its director Carl Rickertsen bought 5K shares of common stock on January [--] in a total transaction size of $779.4K"
X Link 2026-01-12T21:28Z 37.5K followers, [----] engagements
"⚡China Renaissance initiated coverage of $AMD with a Buy rating and $291 price target"
X Link 2026-01-13T08:32Z 37.5K followers, [---] engagements
"Citi analyst Fatima Boolani added Palo Alto Networks $PANW to the firm's Analyst Focus List while keeping a Buy rating on the shares with a $235 price target. The firm adjusted price ratings and price targets in the systems software group following its survey of chief information security officers. Citi views the survey as positive for Palo Alto given its "pole position in consolidating budgetary tool and disciplinary sprawl within enterprises." https://twitter.com/i/web/status/2010993675279483282 https://twitter.com/i/web/status/2010993675279483282"
X Link 2026-01-13T08:33Z 37.7K followers, [---] engagements
"⚡Evercore ISI initiated coverage of Reddit $RDDT with an Outperform rating and $320 price target. The firm views valuation as very robust but reasonable given its outlook for three-year revenue CAGR of 30%-40% and EBITDA CAGR of 40%-50%. While the stock has performed well the firm still sees significant opportunity for Reddit to gap up its average revenue per user based on industry comps recent product launches and feedback from ad checks. https://twitter.com/i/web/status/2010993784520105991 https://twitter.com/i/web/status/2010993784520105991"
X Link 2026-01-13T08:34Z 37.7K followers, [---] engagements
"BREAKING:🚨KeyBanc upgraded $AMD to Overweight from Sector Weight with a $270 price target. The company is largely sold out in server central processing units in [----] the analyst tells investors in a research note. The firm's supply chain checks indicate the recent surge in hyperscaler demand has led to AMD to almost being completely sold out of server CPU in [----] and is potentially considering a price increase of 10%-15% in Q1. KeyBanc believes MI355 demand and supply of MI455 support AI revenues of $14B-$15B this year for AMD. https://twitter.com/i/web/status/2011014111476269082"
X Link 2026-01-13T09:55Z 37.5K followers, 25.8K engagements
"🚨KeyBanc upgraded Intel $INTC to Overweight from Sector Weight with a $60 price target. The company is largely sold out in server central processing units in [----] the analyst tells investors in a research note. The firm expects "outsized" data center demand from hyperscalers this year to be a "significant tailwind" for Intel's data center and AI revenue. Channel checks indicate Intel is almost sold out for the year in server CPU and given the strength in demand the company is considering a 10%-15% price increases contends KeyBanc. https://twitter.com/i/web/status/2011014327306735903"
X Link 2026-01-13T09:55Z 37.6K followers, 30.2K engagements
"⚡Goldman Sachs raised the firm's price target on Alphabet $GOOGL $GOOG to $375 from $330 and keeps a Buy rating on the shares"
X Link 2026-01-13T11:30Z 37.5K followers, [---] engagements
"Goldman Sachs assumed coverage of Super Micro $SMCI with a Sell rating and $26 price target. While the firm expects Super Micro will continue to be a leader in the AI server market in the medium term it sees limited visibility into improving profitability given large margin dilutive deals increasing competition from both OEMs and ODMs and pressure from higher input costs. https://twitter.com/i/web/status/2011038401231819173 https://twitter.com/i/web/status/2011038401231819173"
X Link 2026-01-13T11:31Z 37.7K followers, [----] engagements
"⚡BofA raised the firms price target on Micron $MU to $400 from $300 and keeps a Buy rating on the shares. The firm raised estimates and its price target for Micron given a robust pricing environment. The firm also raised targets across its semicap coverage given a stronger multi-year demand outlook increasing visibility greater customer diversification and the potential for higher free cash flow generation in the upturn. https://twitter.com/i/web/status/2011052135866130716 https://twitter.com/i/web/status/2011052135866130716"
X Link 2026-01-13T12:26Z 37.6K followers, [----] engagements
"⚡William Blair initiated coverage of MP Materials $MP with an Outperform rating and no price target. MP is the only fully integrated U.S. mine-to-magnet producer the analyst tells investors in a research note. The firm says the company's Department of Defense partnership that includes a 10-year NdPr concentrate price floor and $500M magnets contract with Apple provides visibility. It believes MP could sign a major heavy rare earth supply agreement. https://twitter.com/i/web/status/2011061665035370530 https://twitter.com/i/web/status/2011061665035370530"
X Link 2026-01-13T13:03Z 37.6K followers, [---] engagements
"Microsoft $MSFT has warned that U.S. AI companies are falling behind Chinese rivals abroad as China leverages low-cost open models and substantial state subsidies The Financial Times' Cristina Criddle reports. Rapid adoption of DeepSeek's technology in emerging markets like Africa highlights the global competitive pressure facing American firms Microsoft President Brad Smith tells the FT. "We have to recognize that right now unlike a year ago China has an open-source model and increasingly more than one that is competitive" he said. "They benefit from subsidization by the Chinese government."
X Link 2026-01-13T13:04Z 37.6K followers, [----] engagements
"Palo Alto Networks $PANW drops 3% to $184.51 after Reuters report of China ban"
X Link 2026-01-14T10:37Z 37.5K followers, [---] engagements
"⚡BNP Paribas initiated coverage of Uber $UBER with an Outperform rating and $108 price target. Despite fears of autonomous vehicles disintermediating the business in the long-term the firm views Uber as "a mobility and delivery winner" even in an AV future the analyst tells investors. https://twitter.com/i/web/status/2011410903137230867 https://twitter.com/i/web/status/2011410903137230867"
X Link 2026-01-14T12:11Z 37.7K followers, [---] engagements
"⚡Cantor Fitzgerald raised the firm's price target on Lemonade $LMND to $92 from $85 and keeps an Overweight rating on the shares. The initial positive stance on insurance brokers appears premature and overly optimistic as near-term fundamentals are likely to deteriorate before improving. While the subgroup remains interesting negative consensus organic growth revisions are expected in the interim. https://twitter.com/i/web/status/2011428327664304277 https://twitter.com/i/web/status/2011428327664304277"
X Link 2026-01-14T13:20Z 37.5K followers, [---] engagements
"Microsoft $MSFT has "quietly" become one of Anthropic's top customers and is pace to spend $500M a year for Anthropic AI to power its products Aaron Holmes Sri Muppidi and Catherine Perloff of The Information report citing a person with direct knowledge. Microsoft recently told Azure salespeople that selling Anthropic AI models to its cloud customers will count toward their sales quotas just like Microsoft-made software two Microsoft employees told the website. https://twitter.com/i/web/status/2011440271775449304 https://twitter.com/i/web/status/2011440271775449304"
X Link 2026-01-14T14:08Z 37.5K followers, [---] engagements
"GLJ Research analyst Gordon Johnson says Tesla $TSLA moving its full self-driving to a subscription model ends the "FSD is an appreciating asset" thesis. The stock in premarket trading is down $2.77 to $444.43. Tesla CEO Elon Musk in [----] floated the idea that paying $8000 for FSD would soon be something worth north of $100000 once the car became a robotaxi but that "story now looks retired" the analyst tells investors in a research note. GLJ says the subscription-only FSD is an admission that the service is not an asset despite "many on Wall Street assigning it hundreds of billions of"
X Link 2026-01-14T14:09Z 37.5K followers, [---] engagements
"TSMC is struggling to meet surging AI chip demand as Nvidia and Broadcom push for more capacity The Information reports. Recent fab expansions offer little near-term relief with new plants years away. TSMC still makes 90% of leading-edge chips. $TSM $NVDA $AVGO $GOOGL"
X Link 2026-01-14T15:24Z 37.7K followers, [----] engagements
"⚡JPMorgan analyst Sandeep Deshpande raised the firm's price target on $ASML to EUR [----] from EUR [----] and keeps an Overweight rating on the shares"
X Link 2026-01-14T19:30Z 37.5K followers, [---] engagements
"⚡ RBC Capital initiated coverage of Micron $MU with an Outperform rating and $425 price target. The firm expects DRAM supply tightness to persist into [----] and sees $50-plus in peak EPS potential the analyst tells investors. The firm also sees "a credible case" for cycle-to-cycle multiple expansion given the secular HBM mix the analyst added. https://twitter.com/i/web/status/2011704638987214946 https://twitter.com/i/web/status/2011704638987214946"
X Link 2026-01-15T07:38Z 37.7K followers, [----] engagements
"⚡ RBC Capital analyst Srini Pajjuri initiated coverage of Nvidia $NVDA with an Outperform rating and $240 price target. The firm sees "limited threat" to Nvidia's full-stack AI dominance despite the recent progress by ASICs and AMD $AMD the analyst tells investors. The firm expects any hyperscaler capex spending slowdown to be gradual and believes that valuation is already discounting a potential slowdown to an extent adding that it has higher conviction in Nvidia's order book that that of peers. https://twitter.com/i/web/status/2011705066525221198"
X Link 2026-01-15T07:40Z 37.5K followers, [---] engagements
"⚡RBC Capital initiated coverage of $ASML with an Outperform rating and $1550 price target. While SemiCap valuations seem to be discounting the positives "to an extent" the firm sees further upward bias to WFE in the next two years the analyst tells investors. HBM growth and a DDR transition is driving higher EUV usage in Memory the analyst added. https://twitter.com/i/web/status/2011705419551416573 https://twitter.com/i/web/status/2011705419551416573"
X Link 2026-01-15T07:42Z 37.5K followers, [----] engagements
"⚡Rosenblatt analyst John McPeake initiated coverage of Rigetti $RGTI Computing with a Buy rating and $40 price target"
X Link 2026-01-15T07:43Z 37.6K followers, [---] engagements
"Cathie Wood's ARK Investment bought 143K shares of Broadcom $AVGO yesterday"
X Link 2026-01-15T07:45Z 37.7K followers, [---] engagements
"BREAKING:🚨KGI Securities analyst Leon Chen upgraded $ASML to Outperform from Hold with a $1415 price target"
X Link 2026-01-15T10:00Z 37.5K followers, [---] engagements
"🔼BREAKING: Wells Fargo upgraded Broadcom $AVGO to Overweight from Equal Weight with a $430 price target"
X Link 2026-01-15T10:11Z 37.7K followers, [----] engagements
"AWS $AMZN launched general availability of its European Sovereign Cloud a fully independent EU-based cloud physically and logically separate from other AWS regions. Built for stricter data residency isolation and low-latency needs. Initial zones span Belgium Netherlands Portugal. https://twitter.com/i/web/status/2011750821772370036 https://twitter.com/i/web/status/2011750821772370036"
X Link 2026-01-15T10:42Z 37.5K followers, [---] engagements
"The firm believes gross margin concern is overdone. Wells sees Google $GOOGL TPU upside plus significant additional custom XPU ramps and scale-out and scale-up networking momentum"
X Link 2026-01-15T12:03Z 37.5K followers, [---] engagements
"⚡Wells Fargo raised the firm's price target on $ASML to $1450 from $1140 and keeps an Overweight rating on the shares. The firm has updated its bottom-up Semi industry model and reviewed key themes ahead. Wells would highlight Industrial and Electrical leading AI indicators AI token-driven supply / demand model and WFE die-to-wafer models. https://twitter.com/i/web/status/2011771241535774916 https://twitter.com/i/web/status/2011771241535774916"
X Link 2026-01-15T12:03Z 37.5K followers, [---] engagements
"⚡Wells Fargo raised the firm's price target on Micron $MU to $410 from $335 and keeps an Overweight rating on the shares. The firm has updated its bottom-up Semi industry model and reviewed key themes ahead. Wells would highlight Industrial and Electrical leading AI indicators AI token-driven supply / demand model and WFE die-to-wafer models. https://twitter.com/i/web/status/2011771309005365730 https://twitter.com/i/web/status/2011771309005365730"
X Link 2026-01-15T12:03Z 37.7K followers, [----] engagements
"Barclays analyst Tom O'Malley raised the firm's price target on Intel $INTC to $45 from $35 and keeps an Equal Weight rating on the shares. The firm adjusted ratings and price targets in the semiconductors and semiconductor capital equipment group as part of its [----] outlook. Barclays sees [----] as another where proximity to the artificial intelligence theme will be the most important driver of stock performance. The analyst prefers names "centric to the pillars of the AI ramp" saying quality will "ultimately rise to the top in a year sure to be mired with debate on how much of this"
X Link 2026-01-15T12:04Z 37.5K followers, [----] engagements
"Barclays analyst Tom O'Malley raised the firm's price target on Micron $MU to $450 from $275 and keeps an Overweight rating on the shares. The firm adjusted ratings and price targets in the semiconductors and semiconductor capital equipment group as part of its [----] outlook. Barclays sees [----] as another where proximity to the artificial intelligence theme will be the most important driver of stock performance. The analyst prefers names "centric to the pillars of the AI ramp" saying quality will "ultimately rise to the top in a year sure to be mired with debate on how much of this opportunity"
X Link 2026-01-15T12:04Z 37.5K followers, [----] engagements
"JUST IN:🔼Citi upgraded Intel $INTC to Neutral from Sell with a price target of $50 up from $29"
X Link 2026-01-15T12:32Z 37.6K followers, [----] engagements
"Citi raised the firm's price target on Micron $MU to $385 from $330 and keeps a Buy rating on the shares following a transfer of coverage. Citi also removed the stock from its US Focus List. Micron's DRAM pricing momentum will likely slow in Q2 relative to Q1 the analyst tells investors in a research note. The firm says the stock typically follows its quarter-over-quarter pricing momentum. Nineths Citi still expects an extended memory supply/demand balance through [----] on limited fab space availability and AI demand. https://twitter.com/i/web/status/2011779610027950178"
X Link 2026-01-15T12:36Z 37.7K followers, [----] engagements
"Citi upgraded Intel $INTC to Neutral from Sell with a price target of $50 up from $29 following a transfer of coverage. The firm sees Intel benefitting from "tightness" in advanced packaging supply at TSMC. The company also has "unique window of opportunity" to win foundry wafer customers with the support of the U.S. government the analyst tells investors in a research note. Citi wants to see Intel reverse its share losses before recommending investors buy the stock. https://twitter.com/i/web/status/2011782674663301472 https://twitter.com/i/web/status/2011782674663301472"
X Link 2026-01-15T12:49Z 37.6K followers, 15.2K engagements
"Insider Alert 🚨: In a regulatory filing Micron $MU disclosed that its director Teyin Liu bought 23.2K shares of common stock on January 13-14 as part of option exercise in a total transaction size of $7.8M"
X Link 2026-01-16T08:47Z 37.7K followers, 23.3K engagements
"🚨🔼Morgan Stanley upgraded Rocket Lab $RKLB to Overweight from Equal Weight with a price target of $105 up from $67. The firm sees the space technology industry as attractive in [----]. The favorable trends that drove [----] outperformance should carry into [----] the analyst tells investors in a research note. Morgan Stanley introduced an "Attractive industry view" on space technology into [----] driven by higher launch cadences new products policy support and market maturation. It cites improved risk/rewards for the handful of upgrades it made. https://twitter.com/i/web/status/2012102636757999817"
X Link 2026-01-16T10:00Z 37.7K followers, [----] engagements
"Jefferies analyst Blayne Curtis raised the firm's price target on Nvidia $NVDA to $275 from $250 and keeps a Buy rating on the shares as the firm rolls out its Accelerator builds and corresponding models to include [----] coming out of CES and heading into the new year. The analyst's Top Pick in the group remains Broadcom $AVGO where it now models calendar year [----] to greater than $19 in EPS with its bottom-up build suggesting $25 of EPS potential the analyst tells investors. Nvidia "remains pretty cheap" trading at mid-teens multiple to its bottom-up implied calendar year [----] estimate the"
X Link 2026-01-16T11:09Z 37.5K followers, [---] engagements
"Apple's $AAPL Gemini deal is a cloud contract where it pays Google $GOOGL several billion dollars over time The Financial Times' Michael Acton Stephen Morris and George Hammond report. A source close to OpenAI says the company declined to be Apple's custom model provider and instead focus on building its own AI device https://twitter.com/i/web/status/2012120657639747633 https://twitter.com/i/web/status/2012120657639747633"
X Link 2026-01-16T11:12Z 37.5K followers, [----] engagements
"⚡Citizens raised the firm's price target on Lemonade $LMND to $85 from $80 and keeps an Outperform rating on the shares. Fourth quarter results are expected to reflect lighter catastrophe losses and limited mark-to-market impacts with attention focused on pricing trends amid weakness in property lines the analyst tells investors in a research note. While property pricing is declining returns remain strong and casualty lines continue to see solid rate increases pointing to a market in transition rather than broadly soft the firm says. https://twitter.com/i/web/status/2012120888779374834"
X Link 2026-01-16T11:12Z 37.6K followers, [---] engagements
"⚡Barclays raised the firm's price target on TSMC $TSM to $450 from $380 and keeps an Overweight rating on the shares. The company's Q4 results were "strong across the board" the analyst tells investors in a research note"
X Link 2026-01-16T11:13Z 37.7K followers, [----] engagements
"H.C. Wainwright raised the firm's price target on Ondas $ONDS to $25 from $12 and keeps a Buy rating on the shares following the investor day. The firm believes the company is entering [----] "from a position of strength in the autonomous aerial and robotics markets." Ondas has a sales pipeline of over $500 and multiple active acquisition targets the analyst tells investors in a research note. https://twitter.com/i/web/status/2013569007375315241 https://twitter.com/i/web/status/2013569007375315241"
X Link 2026-01-20T11:07Z 37.7K followers, 77.6K engagements
"$GOOGL: Developer requests for Google's Gemini double over [--] months. Internal Google data shows Gemini API calls surged from about 35B in March [----] to roughly 85B in August [----] The Information's Erin Woo reports"
X Link 2026-01-20T11:31Z 37.6K followers, [---] engagements
"Goldman Sachs analyst Anthony Valentini raised the firm's price target on Rocket Lab $RKLB to $69 from $47 and keeps a Neutral rating on the shares. The firm's Q4 Aerospace & Defense preview highlights favorable aerospace OE conditions with supply below demand while aftermarket growth outpaces global ASMs with strong pricing supporting margins the analyst tells investors in a research note. Business jet demand remains solid amid tight supply defense hardware growth is improving though margins face risk from shifting contracts defense tech momentum emphasizes faster commercial-style providers"
X Link 2026-01-20T12:36Z 37.6K followers, [----] engagements
"🔝 $ORCL Oracle remains Guggenheims Best Idea into [----] with the firm arguing ORCL can sustain investment-grade credit even as capex ramps ahead of Street expectations. Guggenheim sees a decade stock setup driven by durable EPS growth and free cash flow inflecting meaningfully over time. Buy rating $400 price target. https://twitter.com/i/web/status/2013594526451912823 https://twitter.com/i/web/status/2013594526451912823"
X Link 2026-01-20T12:48Z 37.7K followers, [----] engagements
"BofA raised the firm's price target on Rocket Lab $RKLB to $120 from $60 and keeps a Buy rating on the shares. The firm which expects significant investor interest in the space end-market this year on the heels of a potential SpaceX IPO sees Rocket Lab leveraging its vertical integration in [----]. Neutron's debut could bolster launch demand and support space-based applications while the recent SDA award validates Rocket Lab's ability to win national security space share alongside the primes the analyst tells investors. https://twitter.com/i/web/status/2013597834679894079"
X Link 2026-01-20T13:01Z 37.6K followers, [---] engagements
"🔼Seaport Research analyst Jay Goldberg upgraded Intel $INTC to Buy from Neutral with a $65 price target. The company's new Panther Lakes products should drive improvement for Intel Products in the near-term and the company should be able to retake share this year in enterprise and consumer products the analyst tells investors in a research note. While Intel isn't "out of the woods" in terms of competitiveness the strong showing for Panther Lake shows that it is back on the right path Seaport adds. https://twitter.com/i/web/status/2013600012085629072"
X Link 2026-01-20T13:10Z 37.6K followers, [----] engagements
"Oppenheimer analyst Timothy Horan raised the firm's price target on Ondas $ONDS to $16 from $12 and keeps an Outperform rating on the shares. The company hosted an OAS -- Ondas Autonomous Systems -- Investor Day last week and raised 2026/30 guidance which the firm sees as conservative. Main message was accelerating momentum and visibility as the company builds out its "system of systems" platform. https://twitter.com/i/web/status/2013609079848014113 https://twitter.com/i/web/status/2013609079848014113"
X Link 2026-01-20T13:46Z 37.6K followers, [---] engagements
"Lake Street raised the firm's price target on Ondas $ONDS to $19 from $10 and keeps a Buy rating on the shares after the company announced significant upside to Q4 its [----] outlook and its [----] financial targets at its OAS virtual investor day last week. The firm came away from the event feeling increasingly confident in the long-term opportunity and raised its [----] and [----] estimates the analyst tells investors. https://twitter.com/i/web/status/2013609173661966474 https://twitter.com/i/web/status/2013609173661966474"
X Link 2026-01-20T13:46Z 37.6K followers, [---] engagements
"Northland analyst Michael Latimore raised the firm's price target on Ondas $ONDS to $16 from $10 and keeps an Outperform rating on the shares after management guided to a "strong" $170M-$180M in FY26 revenue at their Friday analyst event. The guidance excludes more acquisitions which the firm says "are likely" adding that it sees an "autonomous aerial and ground systems juggernaut" taking shape. https://twitter.com/i/web/status/2013615338718380400 https://twitter.com/i/web/status/2013615338718380400"
X Link 2026-01-20T14:11Z 37.7K followers, [----] engagements
"🚨🔼Arete upgraded Alibaba $BABA to Buy from Neutral with a $190 price target"
X Link 2026-01-21T08:59Z 37.7K followers, [---] engagements
"⚡Bernstein analyst Stacy Rasgon raised the firm's price target on $AMD to $225 from $200 and keeps a Market Perform rating on the shares ahead of quarterly results. The firm is adjusting estimates to incorporate better server / weaker PC assumptions. Bernstein now models AMD's Q4 [----] at $9.7B/$1.31 up slightly from $9.6B/$1.30 prior and mostly in line with consensus at $9.6B/$1.32. https://twitter.com/i/web/status/2013958014496084381 https://twitter.com/i/web/status/2013958014496084381"
X Link 2026-01-21T12:53Z 37.7K followers, [---] engagements
"The Street still respects Netflixs $NFLX growth engine but [----] cost discipline engagement trends and Warner-related uncertainty are driving broad multiple compression even among bulls. Here's the analysts commentary 👇"
X Link 2026-01-21T13:13Z 37.7K followers, [---] engagements
"Goldman Sachs lowers PT to $100 from $112 keeps Neutral. Strong ad-tier momentum and free cash flow but visibility on Warner deal structure regulation and pro-forma margins needed for re-rating. $NFLX"
X Link 2026-01-21T13:13Z 37.7K followers, [---] engagements
"Morgan Stanley trims PT to $110 from $120 keeps Overweight. Firm remains constructive on double-digit revenue growth and margin expansion arguing much of the Warner risk is already priced in. $NFLX"
X Link 2026-01-21T13:13Z 37.7K followers, [---] engagements
"UBS trims PT to $130 from $150 keeps Buy. $NFLX is accelerating investment to sustain long-term growth pressuring near-term valuation despite solid fundamentals"
X Link 2026-01-21T13:13Z 37.7K followers, [--] engagements
"BMO cuts PT to $135 from $143 maintains Outperform. Q4 beat expectations but [----] guidance disappointed revenue midpoint barely above consensus and operating margin guided below Street due to faster content amortization. $NFLX"
X Link 2026-01-21T13:13Z 37.7K followers, [--] engagements
"Guggenheim lowers PT to $130 from $145 reiterates Buy. Strong Q4 beats offset by softer engagement trends and tempered [----] profit outlook. Warner Bros uncertainty remains a near-term sentiment overhang. $NFLX"
X Link 2026-01-21T13:13Z 37.7K followers, [--] engagements
"Canaccord reduces PT to $125 from $152 keeps Buy. Q4 results were solid but higher content investment is expected to cap margin expansion near term. $NFLX"
X Link 2026-01-21T13:13Z 37.7K followers, [--] engagements
"TD Cowen lowers PT to $112 from $115 keeps Buy. Slight Q4 beat modest Q1 miss. Warner acquisition framed as a strategic accelerant with confidence in regulatory approval. $NFLX"
X Link 2026-01-21T13:13Z 37.7K followers, [--] engagements
"Piper Sandler cuts PT sharply to $103 from $140 maintains Overweight. Strong Q4 execution but heavier content reinvestment and deal-related concerns pressured shares post-earnings. $NFLX"
X Link 2026-01-21T13:13Z 37.7K followers, [--] engagements
"Wolfe Research cuts PT to $95 from $121 keeps Outperform. Revenue growth now comes at a higher cost fueling margin concerns tied to elevated expense outlook and Warner risk. $NFLX"
X Link 2026-01-21T13:13Z 37.7K followers, [--] engagements
"Rosenblatt lowers PT to $94 from $105 maintains Neutral. Subscriber outlook slightly below expectations and firm does not assume completion of the Warner transaction. $NFLX"
X Link 2026-01-21T13:13Z 37.7K followers, [---] engagements
"KeyBanc nudges PT down to $108 from $110 Overweight. Standalone growth algorithm looks intact but engagement trends incremental spend and Warner uncertainty weigh near term. $NFLX"
X Link 2026-01-21T13:13Z 37.7K followers, [---] engagements
"$INTC: RBC Capital keeps a Sector Perform rating and $50 price target on Intel while noting that the firm believes the company will post a "slight" beat with its Q4 results and largely provide an in-line outlook. PC demand appears OK for now although higher Memory prices could impact [----] volume growth while server CPU demand looks solid with wafer supply constraints peaking in Q1 are the main "limiting" factors the analyst tells investors in a research note. Gross margins should benefit from healthier pricing but also face headwinds from Lunar Lake and Panther Lake entering the sales mix the"
X Link 2026-01-21T15:12Z 37.7K followers, [---] engagements
"Insider Alert 🚨 GameStop $GME Chairman Ryan Cohen disclosed an increased stake on 9.3% in the company which represents over 42.08M shares. On January [--] Cohen purchased an aggregate of [------] shares following his purchase of 500K shares yesterday. GameStop is up another 3% at $22.35 afterhours following Cohen insider buy disclosure. https://twitter.com/i/web/status/2014087792310059180 https://twitter.com/i/web/status/2014087792310059180"
X Link 2026-01-21T21:28Z 37.7K followers, [----] engagements
"🔽Grupo Santander analyst Carlos Trevino downgraded $ASML to Underperform from Outperform with a EUR [---] price target. The firm says a "more positive scenario" is now priced into the shares"
X Link 2026-01-22T10:02Z 37.7K followers, [---] engagements
"Global demand for products such as smartphones personal computers and gaming consoles is anticipated to shrink this year as companies begin to raise the prices of their products to offset the surging cost of memory chips Jaspreet Singh and Zaheer Kachwala of Reuters reports. As tech firms such as OpenAI Google $GOOGL and Microsoft $MSFT continue to rapidly build-out AI infrastructure much of the world's memory chip supply has been absorbed leading to an increase in prices as manufacturers prioritize components for data centers over consumer devices. The world's three largest memory chip"
X Link 2026-01-22T12:08Z 37.7K followers, [----] engagements
"⚡Bernstein analyst David Dai raised the firm's price target on $ASML to $1642 from $1528 and keeps an Outperform rating on the shares. The firm finds the DUV upside for ASML is currently overlooked. Bernstein also says that China DUV revenue is unlikely to correct much"
X Link 2026-01-22T12:08Z 37.7K followers, [---] engagements
"Rocket Lab $RKLB successfully completed its 1st launch of [----] and its 80th Electron launch overall. The mission 'The Cosmos Will See You Now' lifted off from Rocket Lab Launch Complex [--] in Mahia New Zealand. The mission successfully deployed two satellites into a [----] km circular Earth orbit for Open Cosmos a first-time dedicated launch customer. This higher-altitude deployment showcased Electron's wide payload trajectory range maintaining its reputation as a versatile and dependable small spacecraft launch vehicle that meets diverse mission requirements."
X Link 2026-01-22T12:52Z 37.7K followers, [---] engagements
"Neutron rupture could delay Rocket Lab $RKLB launch timing says TD. TD Cowen keeps a Buy rating on Rocket Lab with a $100 price target after the company confirmed Neutron's Stage [--] tank ruptured under pressure tests. The company indicated there was no significant damage to the test structure or facilities and that the next Stage [--] tank is already in production the analyst tells investors in a research note. However the rupture may delay Neutron's initial launch which was set to occur in Q2. If a launch delay results from the tank rupture a second Neutron launch in [----] would be unlikely adds"
X Link 2026-01-22T13:18Z 37.7K followers, [----] engagements
"Tesla CEO Elon Musk said via X formerly Twitter: "Just started Tesla Robotaxi $TSLA drives in Austin with no safety monitor in the car. Congrats to the @Tesla_AI team If you're interested in solving real-world AI which is likely to lead to AGI imo join Tesla AI. Solving real-world AI for Optimus will be 100X harder than cars." https://twitter.com/i/web/status/2014656637957558590 https://twitter.com/i/web/status/2014656637957558590"
X Link 2026-01-23T11:09Z 37.7K followers, [---] engagements
"🚨 Trump on Truth Social 🚨 Trump calls on Democratic governors and mayors to cooperate with the federal government to turn over incarcerated undocumented immigrants and other criminal noncitizens for immediate deportation direct local law enforcement to assist federal authorities and urges Congress to pass legislation to end sanctuary cities. 📈 Affected Securities: $CXW $GEO $LHX $VIS $XLI $VNQ $IYJ $IYR $XLRE 📊 Sentiment: Positive https://twitter.com/i/web/status/2015556589101494285 https://twitter.com/i/web/status/2015556589101494285"
X Link 2026-01-25T22:45Z 37.7K followers, [----] engagements
"Nvidia $NVDA and CoreWeave $CRWV announced an expansion of their relationship to enable CoreWeave to accelerate the buildout of more than five gigawatts of AI factories by [----]. In addition Nvidia has invested $2B in CoreWeave Class A common stock at a purchase price of $87.20 per share. The companies intend to: build AI factories developed and operated by CoreWeave using Nvidia's computing platform technology to meet customer demand; accelerate CoreWeave's procurement of land power and shell to build AI factories; test and validate CoreWeave's AI-native software and reference architecture"
X Link 2026-01-26T13:15Z 37.7K followers, [---] engagements
"UBS raised the firm's price target on $AMD to $330 from $300 and keeps a Buy rating on the shares"
X Link 2026-01-26T13:40Z 37.7K followers, [----] engagements
"🚨 DA Davidson upgraded CoreWeave $CRWV to Buy from Neutral with a price target of $110 up from $68 after assuming coverage of the name. The firm cites strengthening compute demand for the upgrade. CoreWeave has multiple de-risking pathways in [----] with favorable upside potential relative to the downside risk that is already priced into the shares the analyst tells investors in a research note. DA believes CoreWeave shares are unlikely to sustainably move higher without a de-risking event that would significantly reduce its perceived counterparty risk and capital-structure overhang. The"
X Link 2026-01-26T14:38Z 37.7K followers, [---] engagements
"TipRanks' Top [--] US Wall Street Analysts of [----] is here With [----] wrapped up TipRanks analyzed thousands of analyst forecasts to identify the Top [--] U.S. Wall Street Analysts of [----] - the experts with the strongest track records of accuracy and market-beating calls. Were pleased to recognize the following analysts for their consistent precision strong returns and ability to deliver value to investors throughout [----]. Congratulations to these top-performing analysts 🎉 Read more here: https://www.cnbc.com/2026/01/25/the-top-10-analysts-of-2025-as-measured-by-tipranks.html"
X Link 2026-01-26T15:25Z 37.7K followers, [---] engagements
"🚨 Trump on Truth Social 🚨 Donald Trump endorses Captain Ed Gallrein for Kentucky's 4th Congressional District to challenge Congressman Thomas Massie praising Gallrein's military service business background and positions to support the military and veterans create jobs cut taxes and regulations promote 'Made in the U.S.A.' support farmers and American agriculture advance American energy dominance secure the border reduce migrant crime and defend the Second Amendment. Trump urges MAGA supporters to rally behind Gallrein. 📈 Affected Securities: $DE $XOM $LMT $VIS $XLI $XLE $OIH $VDE $PPA $XAR"
X Link 2026-01-26T20:25Z 37.7K followers, [---] engagements
"🚨 Trump on Truth Social 🚨 Says the Federal Reserve has not yet complied with subpoenas in the ongoing probe of Fed Chair Jerome Powell and links to a CNBC article. 📈 Affected Securities: $BAC $JPM $GS $XLF $KRE $VFH 📊 Sentiment: Negative"
X Link 2026-01-29T02:30Z 37.7K followers, [---] engagements
"$TLSY clothing might be for teens but analysts have a lot to say about the stock. See why they are saying HOLD or BUY http://t.co/Wr2ncTAMgp http://tinyurl.com/pssbjbq http://tinyurl.com/pssbjbq"
X Link 2013-11-29T14:15Z 37.5K followers, [--] engagements
"2-star analyst Portfolio Grader from InvestorPlace released a SELL rating on $VELT. http://t.co/bqCIu1rPVZ http://tipranks.com/stocks/velt http://tipranks.com/stocks/velt"
X Link 2014-07-26T04:36Z 36.1K followers, [--] engagements
"Wednesday Mornings Market Insights: $MNKD $TSLA $GPRN $SSYS http://ow.ly/i/edi5i http://blog.tipranks.com/2015/11/wednesday-mornings-market-insights-mannkind-corporation-mnkd-tesla-motors-inc-tsla-groupon-inc-gprn-stratasys-ltd-ssys/ http://ow.ly/i/edi5i http://blog.tipranks.com/2015/11/wednesday-mornings-market-insights-mannkind-corporation-mnkd-tesla-motors-inc-tsla-groupon-inc-gprn-stratasys-ltd-ssys/"
X Link 2015-11-04T14:54Z 36.8K followers, [--] engagements
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