#  @allday_stocks alldaystocks | 24/7 Market News Several companies have recently reported strong quarterly earnings, including technology and energy firms. Notable mentions include $AMD, $LYFT, $APPL, and $FIG, which have all seen significant growth and raised their full-year outlook. Additionally, $TSLA and $INTC have made headlines with potential collaborations, and $SLSR has announced a promising project with a $4.6 billion NPV. ### Engagements: [------] [#](/creator/twitter::1941151648589434880/interactions)  - [--] Week [-------] -18% - [--] Month [-------] +442% - [--] Months [---------] +544% ### Mentions: [---] [#](/creator/twitter::1941151648589434880/posts_active)  - [--] Week [---] +2.90% - [--] Month [-----] +71% - [--] Months [-----] +260% ### Followers: [-----] [#](/creator/twitter::1941151648589434880/followers)  - [--] Week [-----] +2% - [--] Month [-----] +19% - [--] Months [-----] +426% ### CreatorRank: [-------] [#](/creator/twitter::1941151648589434880/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) #4892 [finance](/list/finance) 35.78% [technology brands](/list/technology-brands) 21.99% [cryptocurrencies](/list/cryptocurrencies) 16.06% [countries](/list/countries) 4.71% [automotive brands](/list/automotive-brands) 4.19% [financial services](/list/financial-services) #2517 [exchanges](/list/exchanges) #4026 [luxury brands](/list/luxury-brands) 1.4% [social networks](/list/social-networks) 1.4% **Social topic influence** [strong](/topic/strong) 13.61%, [cash flow](/topic/cash-flow) #413, [flow](/topic/flow) 9.77%, [ai](/topic/ai) #4649, [market](/topic/market) #727, [growth](/topic/growth) #1950, [gainers](/topic/gainers) #80, [health](/topic/health) 4.54%, [dividend](/topic/dividend) #992, [eps](/topic/eps) #139 **Top accounts mentioned or mentioned by** [@thekanakanative](/creator/undefined) [@financejack44](/creator/undefined) [@grok](/creator/undefined) [@inxpensveinvest](/creator/undefined) [@uvyatm](/creator/undefined) [@yoyoyeah_](/creator/undefined) [@thetruebluedog](/creator/undefined) [@kh2014000](/creator/undefined) [@cobratruco](/creator/undefined) [@mark_to_mkt](/creator/undefined) [@trade_velocity](/creator/undefined) [@vsia21651](/creator/undefined) [@hap0606](/creator/undefined) [@jeaneur8](/creator/undefined) [@rayt168](/creator/undefined) [@bigmacattack41](/creator/undefined) **Top assets mentioned** [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Novo-Nordisk (NVO)](/topic/$nvo) [Cloudflare, Inc. (NET)](/topic/$net) [Western Digital Corp (WDC)](/topic/$wdc) [Sandisk Corporation (SNDK)](/topic/$sndk) [Goldman Sachs (GS)](/topic/goldman-sachs) [AppLovin Corporation (APP)](/topic/$app) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [S&P Global Inc (SPGI)](/topic/$spgi) [Microchip Technology Inc. (MCHP)](/topic/$mchp) [Morgan Stanley (MS)](/topic/morgan-stanley) [Cipher Mining Inc. Common Stock (CIFR)](/topic/cipher-mining) [Bloom Energy Corporation (BE)](/topic/$be) [Anbio Biotechnology (NNNN)](/topic/$nnnn) [Enphase Energy Inc (ENPH)](/topic/$enph) [USA Rare Earth, Inc. Class A Common Stock (USAR)](/topic/$usar) [TeraWulf Inc. (WULF)](/topic/terawulf) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Hinge Health, Inc. (HNGE)](/topic/$hnge) [United Microelectronic Corp. (UMC)](/topic/$umc) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [Roblox Corp. (RBLX)](/topic/$rblx) [Galaxy Digital Inc. (GLXY)](/topic/galaxy-digital) [Bitcoin (BTC)](/topic/bitcoin) [Iris Energy Limited (IREN)](/topic/$iren) [Bill.com Holdings, Inc. (BILL)](/topic/$bill) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Moderna Inc (MRNA)](/topic/$mrna) [Coherent Inc (COHR)](/topic/$cohr) [Fluence Energy, Inc. (FLNC)](/topic/$flnc) [Unity Software Inc. (U)](/topic/$u) [Lyft, Inc. Class A Common Stock (LYFT)](/topic/$lyft) [Affirm Holdings, Inc. (AFRM)](/topic/$afrm) [Msci Inc (MSCI)](/topic/$msci) ### Top Social Posts Top posts by engagements in the last [--] hours "Affirm and Wayfair expand partnership to the UK and Canada $AFRM $W" [X Link](https://x.com/allday_stocks/status/2019520456169254967) 2026-02-05T21:16Z [----] followers, [---] engagements "$COUR Coursera Beats Revenue EPS In-Line Revenue: $196.9M (Est. $191.8M) 🟢 EPS: $0.06 (Est. $0.06) ⚪ 💬 Revenue growth offset by lower YoY EPS results largely driven by topline strength" [X Link](https://x.com/allday_stocks/status/2019521070811021435) 2026-02-05T21:18Z [----] followers, [---] engagements "$HUBS HubSpot Q4 & FY2025 Results Q4 Revenue: $846.7M (+20%) Q4 Non-GAAP Op Margin: 22.6% Q4 Non-GAAP EPS: $3.09 FY Revenue: $3.13B (+19%) FY Non-GAAP Op Income: $581.9M (18.6% margin) FY Non-GAAP EPS: $9.70 Customers: [------] (+16%) Cash/Investments: $1.8B FY Non-GAAP FCF: $594.9M [----] Guide: Q1 Revenue: $862M$863M FY Revenue: $3.69B$3.70B FY Non-GAAP EPS: $12.38$12.46 Buyback Authorization: $1.0B https://twitter.com/i/web/status/2021692544145297693 https://twitter.com/i/web/status/2021692544145297693" [X Link](https://x.com/allday_stocks/status/2021692544145297693) 2026-02-11T21:07Z [----] followers, [---] engagements "📊 Today's Earnings Before Market Open via $CVS $RBLX $ABBV $MA $CCJ $BLDR $NCLH $SHAK $CRS $HWM $BMY $ALNY $CMCSA $PWR $RACE $SPGI $CI $EME $MLCO $MPW $WRD $SO $CVE $APLS $APTV $BIIB $ATI $BAX $APD $APG $ICE $GOOS $HII $SHEL $SIRI $SAN $PCG $VMC $LSPD $IDCC $XRX $XYL $TFX $VCEL $ING $ITT $MAS $MEOH $KEX $LAUR http://overnightstocks.com http://overnightstocks.com" [X Link](https://x.com/allday_stocks/status/1950854264357552632) 2025-07-31T09:41Z [----] followers, [----] engagements "$LOGC ContextLogic Q325 Earnings Highlights 🔹 Net Loss: $1M (flat YoY) 🔹 Cash & Equivalents: $102M 🔹 Marketable Securities: $116M 🔹 Total Liquidity: $218M 🔹 Interest Income: $2M (mainly U.S. government instruments) 🔹 G&A Expenses: $3M (incl. $1M stock comp $1M strategic transaction costs) 🔹 Additional Financing: $75M option via subsidiary preferred unit issuance (conditional on acquisition) ContextLogic remains in restructuring mode maintaining solid liquidity while evaluating strategic alternatives. https://twitter.com/i/web/status/1983265383441138144" [X Link](https://x.com/allday_stocks/status/1983265383441138144) 2025-10-28T20:11Z [----] followers, [---] engagements "$DT Dynatrace Q2 FY2026 Earnings Beats Across Metrics Raises Full-Year Outlook Revenue: $494M (+18% Y/Y +17% CC) 🟢 ARR: $1.90B (+17% Y/Y +16% CC) Subscription Revenue: $473M (+18% Y/Y +17% CC) GAAP EPS: $0.19 Non-GAAP EPS: $0.44 (Est. $0.40) 🟢 GAAP Operating Margin: 15% Non-GAAP Margin: 31% Free Cash Flow: $28M (6% margin) Share Repurchases: $50M in Q2; $268M total to date FY26 Guidance Raised: Revenue: $1.985B$1.995B (was $1.970B$1.985B) ARR: $2.01B$2.03B (was $1.99B$2.00B) Non-GAAP EPS: $1.62$1.64 (was $1.58$1.61) 💬 CEO: Strong demand for AI-powered observability and large-scale cloud" [X Link](https://x.com/allday_stocks/status/1986034433816731907) 2025-11-05T11:34Z [----] followers, [---] engagements "$LAR Lithium Argentina Q3 [----] Results & PPG Study Revenue: $58M Production: [----] t LiCO (YTD [-----] t) Avg. Realized Price: $7522/t Cash Cost: $6285/t (YTD $6322/t) Net Loss: $64.5M Guidance: On track to exceed 3035k t [----] target PPG Scoping Study: After-tax NPV% $8.1B IRR 33% @ $18k/t Resource: [----] Mt LCE Stage [--] capex $1.1B Financing: $130M six-year facility from Ganfeng 💬 PPG study highlights strong project economics and scalability as Lithium Argentina advances toward growth beyond Cauchari-Olaroz. https://twitter.com/i/web/status/1987850430785679703" [X Link](https://x.com/allday_stocks/status/1987850430785679703) 2025-11-10T11:50Z [----] followers, [---] engagements "$CXM Sprinklr Q3 Earnings Revenue: $219.1M Subscription Revenue: $190.3M Net Cash From Operations: $20.0M Free Cash Flow: $15.5M RPO: 5% YoY cRPO: +3% YoY $1M+ Customers: [---] GAAP Operating Income: $11.6M Non-GAAP Operating Income: $33.5M GAAP EPS: $0.01 Non-GAAP EPS: $0.12 Cash & Equivalents: $480.3M Guidance (Q4 FY26): Subscription Revenue: $191M$192M Total Revenue: $216.5M$217.5M Non-GAAP Operating Income: $29M$30M Non-GAAP EPS: $0.09$0.10 Guidance (FY26): Subscription Revenue: $754M$755M Total Revenue: $853M$854M Non-GAAP Operating Income: $137.5M$138.5M Non-GAAP EPS: $0.43$0.44 💬" [X Link](https://x.com/allday_stocks/status/1996190189232816567) 2025-12-03T12:10Z [----] followers, [---] engagements "After-Hours Movers Dec [--] Top Gainers $ORCL Oracle +3.42% $CRWV CoreWeave +3.27% $LFST LifeStance Health +3.03% $SEI Solaris Energy Infrastructure +2.83% $SAIL SailPoint +2.57% Top Losers $NKE Nike 10.39% $SBS Sabesp + 6.17% $BMO Bank of Montreal 5.44% $LWB Lamb Weston 3.42% $KBH KB Home 3.19% https://twitter.com/i/web/status/2001790478023278656 https://twitter.com/i/web/status/2001790478023278656" [X Link](https://x.com/allday_stocks/status/2001790478023278656) 2025-12-18T23:03Z [----] followers, [---] engagements "Pre-Market Movers January [--] Top Gainers $RGC ReGenCell Bioscience +29.9% $PBF PBF Energy +18.3% $VLO Valero Energy +10.1% $MPC Marathon Petroleum +9.7% $HAL Halliburton +9.5% $SLB Schlumberger +9.0% $WFRD Weatherford +8.8% $COP ConocoPhillips +7.6% $BKR Baker Hughes +7.5% $CVX Chevron +6.5% $PSX Phillips [--] +6.0% $LBRT Liberty Energy +5.9% $NGD New Gold +5.4% $CRK Comstock Resources +5.4% $BEKE KE Holdings +4.9% Top Losers $NMRK Newmark Group 8.5% $CMCSA Comcast 4.6% $EQNR Equinor 3.9% $CNQ Canadian Natural Resources 3.8% $TAL TAL Education 3.7% $NTES NetEase 3.5% $SPRAD Sportradar 3.4% $ELAN" [X Link](https://x.com/allday_stocks/status/2008106104463454340) 2026-01-05T09:19Z [----] followers, [---] engagements "$TEM Tempus AI preliminary Q4 & FY25 results (strong growth) FY25 (prelim unaudited): Revenue: $1.27B (+83% YoY; 30% organic excl. Ambry) Diagnostics: $955M (+111% YoY) Oncology volume +26% Hereditary +29% Data & Applications: $316M (+31% YoY) Insights / data licensing +38% Net revenue retention: 126% TCV: $1.1B (record) Q4 FY25 (prelim): Revenue: $367M (+83% YoY) Diagnostics: $266M (+121% YoY) Oncology +29% Hereditary +23% Data & Applications: $100M (+25% YoY; Insights +68% ex-AZN warrant) Notes: Record Data & Apps quarter; accelerating genomics volumes Presenting at J.P. Morgan Healthcare" [X Link](https://x.com/allday_stocks/status/2010482741544882229) 2026-01-11T22:43Z [----] followers, [----] engagements "Goldman Sachs Top AI-Positioned Business Services Stocks for [----] 🔼 Best positioned to benefit from AI: $FICO $MCO $MSCI $SPGI $TRI $VRSK Strong proprietary data Deeply embedded workflows Scale advantages and sufficient AI investment ⚠ AI disintermediation risk: $FDS $HRB $RHI Limited proprietary data Labor-intensive models vulnerable to automation Pressure on earnings and valuation multiples 📌 [----] themes (Goldman): Healthy debt issuance growth Rapid expansion in private credit & private markets data Improving buy-side and sell-side budgets Solid consumer credit trends 📈 Ratings: Buy:" [X Link](https://x.com/allday_stocks/status/2011391325103370392) 2026-01-14T10:53Z [----] followers, [---] engagements "$ISRG Intuitive Surgical Preliminary 4Q25 & FY25 Revenue 4Q25 Revenue (prelim): $2.87B (+19% YoY) 4Q24 Revenue: $2.41B FY25 Revenue (prelim): $10.06B (+21% YoY) FY24 Revenue: $8.35B Drivers: higher procedure volume increased da Vinci system placements expanding installed base -5.9% pre-market https://twitter.com/i/web/status/2011443552882917846 https://twitter.com/i/web/status/2011443552882917846" [X Link](https://x.com/allday_stocks/status/2011443552882917846) 2026-01-14T14:21Z [----] followers, [---] engagements "$XYL Xylem AI water demand to surge 130% by [----] AI could add [--] trillion liters of annual water demand by mid-century Main drivers: power generation (54%) semiconductor fabrication (42%) data centers (4%) Nearly 40% of existing data centers already sit in high water-stress regions Study argues demand can be offset via wastewater reuse leak reduction and digital water infrastructure Calls for a coordinated water transition to support AI growth without straining communities https://twitter.com/i/web/status/2011456075023737044 https://twitter.com/i/web/status/2011456075023737044" [X Link](https://x.com/allday_stocks/status/2011456075023737044) 2026-01-14T15:11Z [----] followers, [---] engagements "ARK Trade Cathie Wood ARK Investment buys 143K shares of $AVGO (Broadcom) ARK Investment buys 57K shares of $KLAR (Klarna)" [X Link](https://x.com/allday_stocks/status/2011714638828957850) 2026-01-15T08:18Z [----] followers, [---] engagements "$MTB M&T Bank Q4 Earnings Revenue (NII): $1.78B (Est. $1.80B) 🔻 EPS (Adj.): $4.72 EPS (GAAP): $4.67 Net Income: $759M Net Interest Margin: 3.69% CET1 Capital Ratio: 10.84% Provision for Credit Losses: $125M 💬 Net interest income came in slightly below estimates while capital and margins remained solid. https://twitter.com/i/web/status/2012110917924753673 https://twitter.com/i/web/status/2012110917924753673" [X Link](https://x.com/allday_stocks/status/2012110917924753673) 2026-01-16T10:33Z [----] followers, [---] engagements "$CXM Sprinklr Citizens reiterates Market Outperform 📈 PT $17.00 Current $6.96 (Upside 144%)" [X Link](https://x.com/allday_stocks/status/2012113896396431725) 2026-01-16T10:45Z [----] followers, [---] engagements "DAX Weekly Winners & Losers Performance (Jan 1216) Index +0.14% Flat index with selective upside: utilities energy and defensives provided support while software autos and telecom dragged on performance. --- 🔝 Top Performers of the Week $ENR Siemens Energy +8.30% $RWE RWE +7.38% $BAYN Bayer +6.78% $SY1 Symrise +4.85% $BEI Beiersdorf +3.56% $EOAN E.ON +3.45% $DTG Daimler Truck +3.13% $ZAL Zalando +3.13% $G1A GEA Group +2.85% $SIE Siemens +2.38% --- 🔻 Worst Performers of the Week $FME Fresenius Medical Care 5.14% $SAP SAP 4.80% $CON Continental 4.78% $DTE Deutsche Telekom 4.75% $ADS adidas" [X Link](https://x.com/allday_stocks/status/2012874769071231149) 2026-01-18T13:08Z [----] followers, [---] engagements "$IBKR Interactive Brokers EPS Beat Revenues Up YoY Revenue: $1.64B (Adj. $1.67B) 🟢 EPS: $0.63 GAAP $0.65 Adj. 🟢 Pretax Income: $1.30B (Adj. $1.33B) Pretax Margin: 79% (vs. 75% YoY) Commission Revenue: $582M (+22% YoY) Net Interest Income: $966M (+20% YoY) Customer Accounts: 4.40M (+32% YoY) Customer Equity: $779.9B (+37% YoY) DARTs: 4.04M (+30% YoY) Dividend: $0.08 quarterly (payable Mar [--] 2026) 💬 Interactive Brokers delivered YoY growth in EPS and revenues driven by higher trading volumes stronger net interest income expanding client base and improved margins." [X Link](https://x.com/allday_stocks/status/2013719057610969333) 2026-01-20T21:03Z [----] followers, [---] engagements "$SLB Schlumberger Earnings Beat Revenue: $9.75B (Est. $9.55B) 🟢 EPS: $0.78 (Est. $0.74) 🟢 Adj. EBITDA: $2.33B (Est. $2.31B) 🟢 CapEx: $516M (Est. $576.3M) 🟢 Well Construction Revenue: $2.95B (Est. $2.94B) 🟢" [X Link](https://x.com/allday_stocks/status/2014668313163354605) 2026-01-23T11:55Z [----] followers, [---] engagements "$BKR Baker Hughes Q4 & FY [----] Results Q4 Revenue: $7.4B (flat YoY) Q4 EPS (GAAP): $0.88 Q4 EPS (Adj.): $0.78 Q4 Adj. EBITDA: $1.34B (+2% YoY) Q4 Orders: $7.9B (IET $4.0B) Record RPO: $35.9B (IET $32.4B) Q4 FCF: $1.34B FY Revenue: $27.7B (flat YoY) FY EPS (GAAP / Adj.): $2.60 / $2.60 FY Adj. EBITDA: $4.83B (+5% YoY) FY Orders: $29.6B (IET record $14.9B) FY FCF: $2.73B https://twitter.com/i/web/status/2015558950297444444 https://twitter.com/i/web/status/2015558950297444444" [X Link](https://x.com/allday_stocks/status/2015558950297444444) 2026-01-25T22:54Z [----] followers, [---] engagements "US power outages surge: gas supply constraints and extreme cold strain the grid Potential beneficiaries: Generac $GNRC rising demand for backup power solutions during blackouts Quanta Services $PWR grid repairs maintenance and infrastructure expansion Cheniere Energy $LNG LNG exports tighten domestic gas supply Targa Resources $TRGP benefits from higher volumes and pricing leverage in midstream energy https://twitter.com/i/web/status/2015565930714267970 https://twitter.com/i/web/status/2015565930714267970" [X Link](https://x.com/allday_stocks/status/2015565930714267970) 2026-01-25T23:22Z [----] followers, [---] engagements "$SLB Schlumberger RBC Capital raises PT reiterates Outperform 📈 PT $54 Current $49.4 (Upside 9.3%)" [X Link](https://x.com/allday_stocks/status/2015718814713835668) 2026-01-26T09:29Z [----] followers, [---] engagements "$WRB W. R. Berkley Earnings Beat Revenue: $3.72B (Est. $3.18B) 🟢 EPS: $1.13 (Est. $1.12) 🟢 ROE: 21.4% Book value/share: +5.2% (pre-dividends & buybacks) Combined ratio: 89.4% (current accident year 87.9%) Pricing: 7.1% avg. rate increases ex-workers comp 💬 Strong underwriting and pricing drove a modest EPS beat and a sizable revenue upside. https://twitter.com/i/web/status/2015898160779165881 https://twitter.com/i/web/status/2015898160779165881" [X Link](https://x.com/allday_stocks/status/2015898160779165881) 2026-01-26T21:22Z [----] followers, [---] engagements "$ZS Zscaler launches AI Security Suite New suite to govern generative AI and prepare for agentic AI Tools to inventory AI apps control access and protect AI infrastructure Positions Zscaler for rising enterprise AI security demand Pre-market: +2%" [X Link](https://x.com/allday_stocks/status/2016112598286995864) 2026-01-27T11:34Z [----] followers, [---] engagements "$KMB Kimberly-Clark Earnings Beat & Outlook Revenue: $4.08B (Est. $4.09B) ⚪ EPS: $1.86 (Est. $1.81) 🟢 [----] Outlook: Organic sales: In line to ahead of category growth (2%) Reported sales: [--] bps from exit of U.S. private-label diapers Adj. operating profit: Mid-to-high single-digit growth (ccy) Adj. EPS (cont. ops): Double-digit growth (ccy) Adj. EPS (total): Flat (ccy); +130 bps FX tailwind https://twitter.com/i/web/status/2016112938503885053 https://twitter.com/i/web/status/2016112938503885053" [X Link](https://x.com/allday_stocks/status/2016112938503885053) 2026-01-27T11:35Z [----] followers, [---] engagements "$AAL American Airlines Earnings Miss & Guidance Revenue: $14.0B (Est. $14.04B) ⚪ EPS: $0.16 (Est. $0.38) 🔻 Guidance: FY26 EPS: $1.70$2.70 (Est. $2.01) ⚪ Q1 [----] EPS: ($0.10)($0.50) (Est. ($0.29)) ⚪" [X Link](https://x.com/allday_stocks/status/2016120155600781424) 2026-01-27T12:04Z [----] followers, [---] engagements "$QRVO Qorvo Reports Fiscal Q3 Results; Provides March Guidance Revenue: $993.0M (YoY +8.4%) EPS (Non-GAAP): $2.17 Gross Margin (Non-GAAP): 49.1% Operating Income (Non-GAAP): $247.6M Strength across all segments led by automotive Wi-Fi D&A base stations and power management Guidance (March 2026): Revenue $800M $25M; Non-GAAP GM 4849%; EPS $1.20 $0.15 💬 Management cited seasonal weakness at its largest customer and strategic resizing of the Android business as near-term headwinds. https://twitter.com/i/web/status/2016255931353595912 https://twitter.com/i/web/status/2016255931353595912" [X Link](https://x.com/allday_stocks/status/2016255931353595912) 2026-01-27T21:04Z [----] followers, [---] engagements "$AMAT Applied Materials Mizuho upgrades to Outperform 📈 PT $370 Current $348 (Upside 6%)" [X Link](https://x.com/allday_stocks/status/2016424256410636312) 2026-01-28T08:13Z [----] followers, [---] engagements "$ARRY Array Technologies Baird downgrades to Neutral 🔻 PT $11 Current $11.64 (Downside 6%)" [X Link](https://x.com/allday_stocks/status/2016425012584943658) 2026-01-28T08:16Z [----] followers, [---] engagements "$NVDA China approves first H200 imports Reuters China cleared ByteDance Alibaba and Tencent to purchase 400000+ H200 chips combined Marks the first official batch approval for H200 imports Additional Chinese firms are now reportedly lining up for approvals Decision came during Jensen Huangs visit to China https://twitter.com/i/web/status/2016431475567018410 https://twitter.com/i/web/status/2016431475567018410" [X Link](https://x.com/allday_stocks/status/2016431475567018410) 2026-01-28T08:41Z [----] followers, [---] engagements "$DHR Danaher Reports Q4 & FY2025 Results Initiates FY2026 Guidance Revenue (Q4): $6.8B (+4.5% YoY) Revenue (FY): $24.6B (+3.0% YoY) EPS (Q4 adj.): $1.66 EPS (FY adj.): $5.03 Operating Cash Flow (FY): $6.4B Free Cash Flow (FY adj.): $5.3B Guidance FY2026: Core revenue +36% adj. EPS $8.358.50 💬 Danaher delivered mid-single-digit growth in Q4 and FY2025 and initiated FY2026 guidance pointing to accelerating earnings leverage. https://twitter.com/i/web/status/2016466996745945153 https://twitter.com/i/web/status/2016466996745945153" [X Link](https://x.com/allday_stocks/status/2016466996745945153) 2026-01-28T11:02Z [----] followers, [---] engagements "$T AT&T Beats EPS & Revenue Misses Postpaid Adds Revenue: $33.5B (Est. $32.87B) 🟢 EPS: $0.52 (Est. $0.46) 🟢 Wireless Postpaid Phone Net Adds: 421k (Est. 440k) 🔻 FY2026 EPS Guidance: $2.25$2.35 (Est. $2.21) 💬 Solid financial beat with a modest miss on postpaid subscriber adds; FY26 EPS outlook above consensus. https://twitter.com/i/web/status/2016473988512219333 https://twitter.com/i/web/status/2016473988512219333" [X Link](https://x.com/allday_stocks/status/2016473988512219333) 2026-01-28T11:30Z [----] followers, [---] engagements "$GD General Dynamics Beats EPS & Revenue Revenue: $14.38B (Est. $13.78B) 🟢 EPS: $4.17 (Est. $4.11) 🟢 💬 Q4 results came in above expectations on both the top and bottom line" [X Link](https://x.com/allday_stocks/status/2016482271088308401) 2026-01-28T12:03Z [----] followers, [---] engagements "$TEVA Teva Pharma Beats EPS & Revenue Issues FY26 Revenue Guidance Revenue: $4.71B (Est. $4.33B) 🟢 EPS: $0.96 (Est. $0.65) 🟢 FY2026 Revenue Guidance: $16.416.8B (Est. $16.9B) 💬 Strong Q4 beat on both EPS and revenue; FY26 revenue guidance slightly below consensus" [X Link](https://x.com/allday_stocks/status/2016494235784999281) 2026-01-28T12:51Z [----] followers, [---] engagements "$MCHP Microchip BofA upgrades to Buy raises PT 📈 PT $95 Current $80 (Upside 19%) Sees AI & data center exposure as incremental growth driver Highlights A&D leadership as a structural strength Expects EBIT margin recovery to 40%+ as EPS visibility improves" [X Link](https://x.com/allday_stocks/status/2016495875216884218) 2026-01-28T12:57Z [----] followers, [---] engagements "$INMD InMode Bloomberg M&A Rumor Offer $18 for 51% stake Current $16.2 (Upside 11%)" [X Link](https://x.com/allday_stocks/status/2016636658200801463) 2026-01-28T22:17Z [----] followers, [----] engagements "$DB Deutsche Bank Q4 & FY25 Earnings Revenue (Q4): 7.73B (Est. 7.64B) 🟢 Pre-Tax Profit (Q4): 2.03B (Est. 1.95B) 🟢 Net Income (Q4): 1.30B (vs. 106M YoY) 🟢 FIC S&T Revenue (Q4): 2.00B (Est. 1.94B) 🟢 Revenue (FY25): 32.1B (Est. 31.9B) 🟢 Pre-Tax Profit (FY25): 9.7B Net Income (FY25): 7.1B Dividend: 1.00/sh Share Buyback: 1B authorized https://twitter.com/i/web/status/2016765183822016924 https://twitter.com/i/web/status/2016765183822016924" [X Link](https://x.com/allday_stocks/status/2016765183822016924) 2026-01-29T06:47Z [----] followers, [---] engagements "Overnight Movers Jan [--] 🟢 Gainers $VIAV Viavi Solutions +9.37% $META Meta Platforms +9.19% $LBRT Liberty Energy +7.57% $IBM IBM +7.48% $BEKE KE Holdings +7.11% $WDC Western Digital +5.97% $LUV Southwest Airlines +5.60% $LRCX Lam Research +4.78% $GFI Gold Fields +4.78% $PAAS Pan American Silver +4.59% 🔻 Losers $USAR USA Rare Earth 11.22% $LVS Las Vegas Sands 9.88% $WHR Whirlpool 8.63% $JOBY Joby Aviation 7.33% $CLS Celestica 4.84% $URI United Rentals 4.67% $MP MP Materials 4.61% $NOW ServiceNow 4.45% $UMC United Microelectronics 4.14% $SEI Solaris Energy Infrastructure 4.04%" [X Link](https://x.com/allday_stocks/status/2016767418652062178) 2026-01-29T06:56Z [----] followers, [---] engagements "$HON Honeywell Q4 Earnings & FY26 Guidance Revenue: $10.1B (Est. $10.02B) 🟢 EPS: $2.59 (Est. $2.54) 🟢 FY26 EPS Guidance: $10.35$10.65 (Est. $10.42)" [X Link](https://x.com/allday_stocks/status/2016829289447006615) 2026-01-29T11:02Z [----] followers, [---] engagements "$FSLR First Solar BMO Capital downgrades to Market Perform 🔻 PT $263 Current $238 (Upside 11%) Downgrade driven by new competitive overhang risk Tesla signaling potential large-scale vertically integrated solar manufacturing Increased uncertainty around longer-term pricing power and demand visibility https://twitter.com/i/web/status/2016831524990013949 https://twitter.com/i/web/status/2016831524990013949" [X Link](https://x.com/allday_stocks/status/2016831524990013949) 2026-01-29T11:11Z [----] followers, [---] engagements "$LAZ Lazard Q4 Earnings Revenue: $907M (Est. $845.3M) 🟢 EPS: $0.80 (Est. $0.69) 🟢" [X Link](https://x.com/allday_stocks/status/2016837038658429085) 2026-01-29T11:33Z [----] followers, [---] engagements "$DOV Dover Corp. Q4 Earnings & FY26 Guidance Revenue: $2.10B (Est. $2.09B) 🟢 EPS: $2.51 (Est. $2.49) 🟢 FY26 EPS Guidance: $10.45$10.65 (Est. $10.63)" [X Link](https://x.com/allday_stocks/status/2016844621809168737) 2026-01-29T12:03Z [----] followers, [---] engagements "$PHM PulteGroup Q4 Earnings Revenue: $4.61B (Est. $4.33B) 🟢 EPS: $2.88 (Est. $2.81) 🟢" [X Link](https://x.com/allday_stocks/status/2016844767456330171) 2026-01-29T12:03Z [----] followers, [---] engagements "$NDAQ Nasdaq Q4 Earnings Revenue: $1.40B (Est. $1.37B) 🟢 EPS: $0.96 (Est. $0.92) 🟢" [X Link](https://x.com/allday_stocks/status/2016845607705444370) 2026-01-29T12:07Z [----] followers, [---] engagements "Copper jumps 10% above $14400/ton (LME) and equities are reacting exactly as they should. Pre-market movers (Copper exposure): $ERO Ero Copper +10.3% $SCCO Southern Copper +7.9% $WRN Western Copper & Gold +3.7%" [X Link](https://x.com/allday_stocks/status/2016873828450812350) 2026-01-29T13:59Z [----] followers, [---] engagements "$NOW ServiceNow Management pushes back on M&A concerns CEO Bill McDermott says ServiceNow is delivering the fastest organic growth in enterprise software history Recent acquisitions (Armis Veza) were strategic not driven by growth necessity No large-scale M&A planned going forward; growth strategy unchanged McDermott notes $10B market cap loss tied to deal concerns: The worry is gone you can give us back the market cap https://twitter.com/i/web/status/2016876934026707108 https://twitter.com/i/web/status/2016876934026707108" [X Link](https://x.com/allday_stocks/status/2016876934026707108) 2026-01-29T14:11Z [----] followers, [---] engagements "$SCCO Southern Copper Q4 Earnings Revenue: $3.87B (Est. $3.73B) 🟢 EPS: $1.56 (Est. $1.54) 🟢 Solid copper pricing and volumes supported results amid strong metals backdrop" [X Link](https://x.com/allday_stocks/status/2016878230431514674) 2026-01-29T14:16Z [----] followers, [---] engagements "Odds on Polymarket that Nebius $NBIS will be acquired before [----] just surged to 75%. Stock is down -7% today and no new M&A rumors are circulating or known" [X Link](https://x.com/allday_stocks/status/2016965553064190170) 2026-01-29T20:03Z [----] followers, 187.8K engagements "$WDC Western Digital Q2 FY26 Earnings Beat; Strong Growth & Q3 Guidance Revenue: $3.02B (+25% Y/Y) 🟢 EPS: GAAP $4.73 Non-GAAP $2.13 🟢 Gross Margin: 46.1% (Non-GAAP) Free Cash Flow: $653M Guidance: Q3 FY26 Revenue $3.2B Non-GAAP EPS $2.30 $0.15" [X Link](https://x.com/allday_stocks/status/2016981332954402888) 2026-01-29T21:06Z [----] followers, [---] engagements "$MXL MaxLinear Beats Q4 Estimates; Issues Q1 Outlook Revenue: $136.4M (Est. $134.82M) 🟢 EPS: $0.19 (Est. $0.18) 🟢 Guidance: Q1 [----] Revenue $130M$140M Gross Margin: GAAP 56%59% Non-GAAP 58%61% Operating Expenses: GAAP $85M$90M Non-GAAP $58M$64M" [X Link](https://x.com/allday_stocks/status/2016982209568120884) 2026-01-29T21:10Z [----] followers, [---] engagements "$SNDR Schneider National Q4 [----] Results; Issues FY26 Guidance Revenue: Q4 $1.40B (vs. $1.34B Y/Y) EPS: Q4 $0.13 (vs. $0.18 Y/Y) 🔻 Adjusted EPS: Q4 $0.13 (vs. $0.20 Y/Y) 🔻 Income from Operations: $36.5M (vs. $42.4M Y/Y) Guidance: FY26 adjusted EPS $0.70$1.00 Capex: FY26 net capex $400M$450M https://twitter.com/i/web/status/2016983516848791564 https://twitter.com/i/web/status/2016983516848791564" [X Link](https://x.com/allday_stocks/status/2016983516848791564) 2026-01-29T21:15Z [----] followers, [---] engagements "$SOFI SoFi Technologies Earnings Beat Revenue: $1.013B (Est. $982.4M) 🟢 EPS: $0.13 (Est. $0.12) 🟢 QoQ: EPS +18% Revenue +7% YoY: Revenue +37% EPS -55% 💬 SoFi delivered a modest beat on both revenue and EPS with strong year-over-year revenue growth and sequential profitability improvement. https://twitter.com/i/web/status/2017207168114544984 https://twitter.com/i/web/status/2017207168114544984" [X Link](https://x.com/allday_stocks/status/2017207168114544984) 2026-01-30T12:04Z [----] followers, [---] engagements "$GEV GE Vernova Guggenheim upgrades to Buy 📈 PT $910 Current $752 (Upside 21%) FCF outlook raised to $2425.5B (202528) supporting materially higher buybacks without balance sheet stress Electrification upside: revenue scaling toward $20B by [----] with 25% EBITDA margins above company targets Valuation reset to 14x [----] EBITDA justified by visibility growth and peer premium https://twitter.com/i/web/status/2017246728773050595 https://twitter.com/i/web/status/2017246728773050595" [X Link](https://x.com/allday_stocks/status/2017246728773050595) 2026-01-30T14:41Z [----] followers, [---] engagements "$AMD -4.7% Wells Fargo reiterates Buy-the-dip stance PT $345 Current $240 (Upside 44%) Wells Fargo says MI450 AI chips are not delayed dismissing supply rumors Selloff seen as sentiment-driven not fundamental PT $345 reiterated confidence in AMDs AI roadmap remains intact https://twitter.com/i/web/status/2017279578306134254 https://twitter.com/i/web/status/2017279578306134254" [X Link](https://x.com/allday_stocks/status/2017279578306134254) 2026-01-30T16:51Z [----] followers, [---] engagements "$APP AppLovin Evercore ISI reiterates Buy 📈 PT $835 Current $476 (Upside 75%) Evercore says the recent selloff is directionally incorrect Core fundamentals and earnings power remain intact $835 PT reiterated sees significant disconnect between price and intrinsic value https://twitter.com/i/web/status/2017381123379089702 https://twitter.com/i/web/status/2017381123379089702" [X Link](https://x.com/allday_stocks/status/2017381123379089702) 2026-01-30T23:35Z [----] followers, [----] engagements "$WULF TeraWulf Vanguard stake disclosed Vanguard Group reports 8.03% ownership (33.64M shares) Filing confirms beneficial ownership position Signals continued institutional interest in the name" [X Link](https://x.com/allday_stocks/status/2017546861112897609) 2026-01-31T10:33Z [----] followers, [---] engagements "$EL.PA EssilorLuxottica Jefferies bullish into earnings (Feb 11) Shares 20% off since November Jefferies sees an attractive entry point AI-powered smart glasses expected to add +56pp to Q4 growth CC growth outlook raised to 11.512.0% driven by strong mid-term demand trends https://twitter.com/i/web/status/2018074583631614055 https://twitter.com/i/web/status/2018074583631614055" [X Link](https://x.com/allday_stocks/status/2018074583631614055) 2026-02-01T21:30Z [----] followers, [---] engagements "$RVTY Revvity Inc. Q4 & FY2025 Earnings Initiates FY2026 Guidance Revenue: $772M (Q4) EPS (GAAP): $0.87 (Q4) Adj. EPS: $1.70 (Q4) FY Revenue: $2.856B FY Adj. EPS: $5.06 Guidance (FY26): Revenue $2.96B$2.99B Adj. EPS $5.35$5.45 💬 Q4 delivered solid revenue growth with Diagnostics outperforming while margins compressed across segments; FY2026 guidance implies modest organic growth and incremental earnings expansion. https://twitter.com/i/web/status/2018279868501217757 https://twitter.com/i/web/status/2018279868501217757" [X Link](https://x.com/allday_stocks/status/2018279868501217757) 2026-02-02T11:06Z [----] followers, [---] engagements "$DIS Walt Disney Q1 FY26 Earnings Summary Revenue: $26.0B (+5% YoY) 🟢 EPS: $1.34 (vs $1.40 YoY) 🔻 Adj. EPS: $1.63 (vs $1.76) 🔻 Total segment OI: $4.6B (vs $5.1B) 🔻 Entertainment: Rev +7%; OI $1.1B (down $0.6B) SVOD OI $450M (up $189M) 🟢 Sports: OI $191M (down $56M) incl. $110M hit from YouTube TV carriage suspension 🔻 Experiences: Record rev $10.0B; OI $3.3B 🟢 FY26 outlook: Double-digit adj. EPS growth SVOD margin 10% $19B operating cash flow $7B buyback on track 💬 Streaming profitability improved and Experiences stayed strong but higher content/rights costs weighed on segment" [X Link](https://x.com/allday_stocks/status/2018289302396973537) 2026-02-02T11:44Z [----] followers, [---] engagements "WBD stakeholders likely to vote on Netflix deal in March $WBD $NFLX" [X Link](https://x.com/allday_stocks/status/2018345227975606481) 2026-02-02T15:26Z [----] followers, [---] engagements "$FN Fabrinet Q2 FY26 Earnings Beat Record Revenue and Strong Q3 Guidance Revenue: $1.13B (YoY +36%) 🟢 EPS: $3.11 GAAP / $3.36 Non-GAAP 🟢 Net Income: $112.6M GAAP (YoY +30%) Drivers: Multiple large strategic programs; strong operating leverage Guidance (Q3 FY26): Revenue $1.15B$1.20B; EPS $3.22$3.37 GAAP / $3.45$3.60 Non-GAAP 💬 Fabrinet delivered a clean blowout quarter with record revenue and EPS above guidance backed by broad-based program strength and confident forward outlook. https://twitter.com/i/web/status/2018433168190197868 https://twitter.com/i/web/status/2018433168190197868" [X Link](https://x.com/allday_stocks/status/2018433168190197868) 2026-02-02T21:15Z [----] followers, [---] engagements "$TER Teradyne Q425 Earnings Beat AI-Driven Outlook Strengthens Revenue: $1.083B (Est. $969.3M) 🟢 +44% YoY +41% QoQ EPS: $1.80 Adj. (Est. $1.36) 🟢 Semiconductor Test Rev: $883M (Est. $786M) 🟢 Product Test Rev: $110M Robotics Rev: $89M FY25 Revenue: $3.19B (+13% YoY) Guidance (Q126): Revenue: $1.15B$1.25B (Est. $942.3M) 🟢 EPS: $1.89$2.25 Adj. (Est. $1.25) 🟢 Dividend (Q4): $0.12 Share Buybacks (Q4): $183.4M Cash: $293.8M Short-Term Debt: $200.0M Operating Cash Flow (Q4): $281.6M 💬 Results exceeded the high end of guidance driven by AI-related demand across compute networking and memory" [X Link](https://x.com/allday_stocks/status/2018440636853268889) 2026-02-02T21:45Z [----] followers, [---] engagements "After-Hours Movers (Earnings Reaction) Top Gainers $TER Teradyne +18.81% earnings beat + strong Q126 guidance $DVA DaVita +16.14% $WWD Woodward +14.59% strong Q1 raised FY guidance $WULF TeraWulf +9.37% $PLTR Palantir +6.67% blowout Q4 massive FY26 guide Top Losers $RMBS Rambus 19.86% sell-the-news despite record results $FN Fabrinet 11.08% classic expectations reset after monster run $NXPI NXP 6.09% solid quarter uninspiring forward tone $VIST Vista Energy 5.36% $LBRT Liberty Energy 4.75% The pattern is clean: AI-exposed semis with upside guidance ripped while good but not insane prints got" [X Link](https://x.com/allday_stocks/status/2018441228346659053) 2026-02-02T21:47Z [----] followers, [---] engagements "$WULF TeraWulf Expands Power Footprint Adds [---] GW Capacity +9.5% AH Acquired two infrastructure sites in Kentucky and Maryland [---] GW incremental digital & power infrastructure capacity added Kentucky: [---] MW existing power availability Maryland (Morgantown Generating Station): [---] MW operating generation Expansion potential up to [--] GW pending approvals Total portfolio: [---] GW across five sites https://twitter.com/i/web/status/2018441620421501208 https://twitter.com/i/web/status/2018441620421501208" [X Link](https://x.com/allday_stocks/status/2018441620421501208) 2026-02-02T21:49Z [----] followers, [---] engagements "$PLTR Palantir Technologies William Blair reiterates Outperform 📈 FY26 revenue and free cash flow guidance well above consensus Strong U.S. Department of Defense order momentum cited as a key driver Accelerating U.S. commercial growth expected to push the stock back toward prior highs This is a fundamentals-first call: Blairs view is that the market is still underestimating the pace and durability of Palantirs U.S. commercial and government demand with guidance now forcing a reassessment. https://twitter.com/i/web/status/2018443539776930005 https://twitter.com/i/web/status/2018443539776930005" [X Link](https://x.com/allday_stocks/status/2018443539776930005) 2026-02-02T21:56Z [----] followers, [---] engagements "$PLTR Palantir Technologies RBC Capital reiterates Underperform 🔻 PT $50 Q4 results beat expectations driven by strong execution FY26 revenue growth guided to 61% YoY well above consensus Adj. operating margin outlook 71% highlighting extreme operating leverage RBC remains cautious on valuation sustainability despite fundamentals improving This is the clean split on Palantir right now: execution is undeniable margins are absurdly strong yet RBCs call is that the stock already prices in a best-case scenario and then some. https://twitter.com/i/web/status/2018443772086952245" [X Link](https://x.com/allday_stocks/status/2018443772086952245) 2026-02-02T21:57Z [----] followers, [---] engagements "$SOFI SoFi Technologies JPMorgan upgrades to Overweight 📈 PT $31 Current $22.9 (Upside 35%)" [X Link](https://x.com/allday_stocks/status/2018604290982502481) 2026-02-03T08:35Z [----] followers, [---] engagements "$NBIS Nebius Group Freedom Capital Markets initiates Buy 📈 PT $108 Current $91 (Upside 19%)" [X Link](https://x.com/allday_stocks/status/2018604711528817038) 2026-02-03T08:37Z [----] followers, [---] engagements "$XOM ExxonMobil BNP Paribas Exane downgrades to Underperform 🔻 PT $125 Current $137.5 (Downside 9%)" [X Link](https://x.com/allday_stocks/status/2018605260609118677) 2026-02-03T08:39Z [----] followers, [---] engagements "$IT Gartner Q4 [----] Earnings (Ahead of Expectations) Revenue: $1.8B (+2% YoY FX-neutral flat) EPS: $3.36 GAAP (34% YoY); Adj. EPS: $3.94 (28% YoY) Adj. EBITDA: $436M (+5% YoY) Free Cash Flow: $271M (13% YoY) Contract Value (CV): $5.2B (+1% YoY FX-neutral) Buybacks: +$500M authorization; $2.0B repurchased in FY25 (8% shares YoY) FY26 Outlook: CV expected to accelerate through [----] 💬 Q4 results beat expectations with resilient CV margin improvement at EBITDA level and continued aggressive capital return despite softer GAAP earnings and cash flow." [X Link](https://x.com/allday_stocks/status/2018641140455510141) 2026-02-03T11:02Z [----] followers, [----] engagements "$PFE Pfizer obesity drug posts 12.3% weight loss in Phase 2b trial 📈 Positive mid-stage efficacy data strengthens Pfizers obesity pipeline Competitive read-through for $LLY Eli Lilly and $NVO Novo Nordisk Potential sentiment impact on $HIMS Hims & Hers Health via GLP-1 demand dynamics https://twitter.com/i/web/status/2018651338012242039 https://twitter.com/i/web/status/2018651338012242039" [X Link](https://x.com/allday_stocks/status/2018651338012242039) 2026-02-03T11:42Z [----] followers, [---] engagements "$CIFR Cipher Mining proposes $2 billion senior secured notes offering" [X Link](https://x.com/allday_stocks/status/2018670676974915624) 2026-02-03T12:59Z [----] followers, [---] engagements "$PLTR Palantir Technologies Piper Sandler reiterates Overweight 📈 PT $230 Current $164 (Upside 40%) Rule of [--] score at 127% highlights exceptional growth + profitability mix Dual exposure to enterprise AI adoption and defense modernization Viewed as an unrivaled pure-play software platform in AI-enabled analytics https://twitter.com/i/web/status/2018676171336986726 https://twitter.com/i/web/status/2018676171336986726" [X Link](https://x.com/allday_stocks/status/2018676171336986726) 2026-02-03T13:21Z [----] followers, [---] engagements "Bad outlook at Gartner $IT (22% today) is likely dragging S&P Global $SPGI and MSCI $MSCI down in sympathy. Gartner FY2026 Outlook Adj. EPS: $11.38 (vs. $12.47 est.) Alt. EPS view: $12.30 (vs. $13.54 est.) Revenue: $6.455B (vs. $6.708B est.) $IT Gartner Q4 [----] Earnings (Ahead of Expectations) Revenue: $1.8B (+2% YoY FX-neutral flat) EPS: $3.36 GAAP (34% YoY); Adj. EPS: $3.94 (28% YoY) Adj. EBITDA: $436M (+5% YoY) Free Cash Flow: $271M (13% YoY) Contract Value (CV): $5.2B (+1% YoY FX-neutral) $IT Gartner Q4 [----] Earnings (Ahead of Expectations) Revenue: $1.8B (+2% YoY FX-neutral flat) EPS:" [X Link](https://x.com/allday_stocks/status/2018707091846812072) 2026-02-03T15:24Z [----] followers, [----] engagements "@FinanceJack44 Bad outlook at Gartner $IT (22% today) is likely dragging S&P Global $SPGI and MSCI $MSCI down in sympathy" [X Link](https://x.com/allday_stocks/status/2018710062043222241) 2026-02-03T15:35Z [----] followers, [---] engagements "@inxpensveinvest Bad outlook at Gartner $IT (22% today) is likely dragging S&P Global $SPGI and MSCI $MSCI down in sympathy" [X Link](https://x.com/allday_stocks/status/2018710194654413284) 2026-02-03T15:36Z [----] followers, [---] engagements "Denke das liegt primr an den miesen Gartner $IT zahlen und zieht $MSCI $SPGI &co als Peer mit runter. Die Anthropic News ist von gestern und soweit ich das sehe ist das neue Update "nur" auf den Legal Bereich bezogen Aber ja das Narrativ "KI frisst Software" gilt weiter 😅 https://www.artificiallawyer.com/2026/02/02/anthropic-moves-into-legal-tech/ https://www.artificiallawyer.com/2026/02/02/anthropic-moves-into-legal-tech/" [X Link](https://x.com/allday_stocks/status/2018714400568267243) 2026-02-03T15:53Z [----] followers, [---] engagements "$TTWO Take-Two Interactive Q3 FY2026 Earnings Net Bookings: $1.76B (Up 28% YoY; Est. $1.64B) GAAP Net Revenue: $1.70B (Up 25% YoY) GAAP Net Loss: ($92.9M) or ($0.50/share) Recurrent Consumer Spending: Up 23% (76% of total bookings) FY2026 Net Bookings Outlook: Raised to $6.65B $6.70B (Prev. $6.59B) Highlights: Take-Two delivered a "beat and raise" quarter driven by the sustained performance of NBA 2K26 Grand Theft Auto Online and mobile hits from Zynga (Toon Blast Match Factory). Management confirmed the Grand Theft Auto VI launch date for November [--] [----] projecting that Fiscal [----] will see" [X Link](https://x.com/allday_stocks/status/2018794419462258856) 2026-02-03T21:11Z [----] followers, [---] engagements "$CMG Chipotle Mexican Grill Q4 & Full Year [----] Earnings Revenue (Full Year): $11.9B (Up 5.4% YoY; Est. $2.98B for Q4) Comparable Restaurant Sales: Down 1.7% EPS (Q4 Consensus): $0.24 Stock Repurchases: $2.4B New Openings (2025): [---] company-owned restaurants Highlights: Chipotle introduced its new "Recipe for Growth" strategy focused on improving transaction speed accuracy and operational efficiency. Despite a slight decline in comparable sales the company expanded its footprint significantly and projected [------] new restaurant openings for [----]. Guidance for [----] comparable sales is set at" [X Link](https://x.com/allday_stocks/status/2018794858794614938) 2026-02-03T21:12Z [----] followers, [---] engagements "$SMCI earnings still pending" [X Link](https://x.com/allday_stocks/status/2018795975272517640) 2026-02-03T21:17Z [----] followers, [----] engagements "$APPS Digital Turbine Q3 FY2026 Earnings Revenue: $151.4M (Up 12% YoY) Non-GAAP EPS: $0.18 (Est. $0.12) Non-GAAP Adjusted EBITDA: $38.8M (Up 76% YoY) GAAP Net Income: $5.1M ($0.03 per share) FY2026 Revenue Guidance: Raised to $553M $558M Highlights: Digital Turbine delivered a significant "beat and raise" quarter highlighted by a 76% surge in Adjusted EBITDA. Growth was driven by improved operational efficiencies and scaling of its mobile advertising and application distribution platforms. Based on strong momentum the company raised its full-year fiscal [----] outlook for both revenue and" [X Link](https://x.com/allday_stocks/status/2018796737620557908) 2026-02-03T21:20Z [----] followers, [---] engagements "$SLAB $TXN $TXN $SLAB Texas Instruments reportedly in advanced talks to buy Silicon Laboratories for roughly USD 7bln up 35% after hours 😱😱 https://t.co/5ffpUdizww $TXN $SLAB Texas Instruments reportedly in advanced talks to buy Silicon Laboratories for roughly USD 7bln up 35% after hours 😱😱 https://t.co/5ffpUdizww" [X Link](https://x.com/allday_stocks/status/2018798122353529172) 2026-02-03T21:25Z [----] followers, [---] engagements "$ABNB Airbnb Citizens upgrades to Market Outperform 📈 PT $160 Current $124 (Upside 29%) Upgrade driven by hotel expansion" [X Link](https://x.com/allday_stocks/status/2018969944655016381) 2026-02-04T08:48Z [----] followers, [---] engagements "$GLXY Galaxy Digital Citizens reiterates Market Outperform 📈 PT $60 Current $22" [X Link](https://x.com/allday_stocks/status/2019011921790517486) 2026-02-04T11:35Z [----] followers, [---] engagements "$TTWO Take-Two Interactive BofA Securities reiterates Buy 📈 PT $295 Current $221 (Upside 34%) Rating reiterated amid AI-related stock weakness" [X Link](https://x.com/allday_stocks/status/2019012104838140097) 2026-02-04T11:36Z [----] followers, [---] engagements "$NET Cloudflare BTIG upgrades to Buy 📈 PT $199 Current $175 (Upside 14%) Upgrade based on strong growth outlook" [X Link](https://x.com/allday_stocks/status/2019023946142941599) 2026-02-04T12:23Z [----] followers, [---] engagements "$FORM FormFactor Q4 & FY2025 Earnings Q4 Revenue: $215.2M (+13.6% YoY +6.2% QoQ) FY Revenue: $785.0M (record) Q4 GAAP EPS: $0.29 Q4 Adj. EPS: $0.46 Strategic update: Acquisition of Keystone Photonics announced Analyst Day: May [--] [----] Q126 Outlook: Revenue: $225M $5M GAAP Gross Margin: 34% 1.5% Adj. Gross Margin: 45% 1.5% https://twitter.com/i/web/status/2019154630303969667 https://twitter.com/i/web/status/2019154630303969667" [X Link](https://x.com/allday_stocks/status/2019154630303969667) 2026-02-04T21:02Z [----] followers, [---] engagements "$SYM Symbotic Q1 FY2026 Earnings + Q2 Guide Revenue: $630M (+29% YoY) Net Income: $13M (vs. -$17M YoY) Adj. EBITDA: $67M (vs. $18M YoY) Cash: $1.8B (+$574M QoQ) incl. $424M from follow-on offering Q2 FY2026 Guide: Revenue: $650M$670M Adj. EBITDA: $70M$75M" [X Link](https://x.com/allday_stocks/status/2019154804313112816) 2026-02-04T21:03Z [----] followers, [---] engagements "$MCK McKesson Q3 FY2026 Earnings Solid Beat Across the Board EPS: $9.34 vs $9.27 est. (+0.76% beat) +16% YoY Revenue: $106.16B vs $105.91B est. (+0.24% beat) +11% YoY Takeaway: Consistent execution steady volume growth and resilient healthcare demand driving double-digit YoY gains. https://twitter.com/i/web/status/2019157013243261173 https://twitter.com/i/web/status/2019157013243261173" [X Link](https://x.com/allday_stocks/status/2019157013243261173) 2026-02-04T21:12Z [----] followers, [---] engagements "$WOLF Wolfspeed Q2 FY2026 Earnings Heavy Miss EPS: -$6.11 vs -$0.74 est. ❌ (Miss 726%) YoY -543% Revenue: $168.5M vs $170.0M est. ❌ (Miss 0.9%) YoY -6.6% Takeaway: Severe earnings deterioration with continued margin pressure; revenue slightly below expectations but profitability collapse dominates the print. https://twitter.com/i/web/status/2019158952487915899 https://twitter.com/i/web/status/2019158952487915899" [X Link](https://x.com/allday_stocks/status/2019158952487915899) 2026-02-04T21:19Z [----] followers, [---] engagements "$SITM SiTime Q4 & FY2025 Earnings Revenue (Q4): $113.3M (+66% YoY +36% QoQ) Revenue (FY2025): $326.7M (+61% YoY) GAAP EPS (Q4): $0.34 GAAP EPS (FY): $(1.72) Non-GAAP EPS (Q4): $1.53 Non-GAAP EPS (FY): $3.20 Cash & ST investments: $808.4M 💬 Explosive top-line growth strong Q4 profitability on a non-GAAP basis; FY GAAP still negative. Outlook discussion on Feb [--] call. https://twitter.com/i/web/status/2019162354248781926 https://twitter.com/i/web/status/2019162354248781926" [X Link](https://x.com/allday_stocks/status/2019162354248781926) 2026-02-04T21:33Z [----] followers, [---] engagements "Cipher Mining Inc. Announces Pricing of $2.0 Billion of Senior Secured Notes $CIFR" [X Link](https://x.com/allday_stocks/status/2019169396959371562) 2026-02-04T22:01Z [----] followers, [---] engagements "$NIO NIO Inc. Profit Alert Turns Profitable in Q4 [----] Adj. Operating Profit (non-GAAP): RMB 700M1.2B ( $100M$172M) vs. -RMB 5.54B in Q424 🟢 Operating Profit (GAAP): RMB 200M700M ( $29M$100M) 🟢 Drivers: higher sales volumes improved vehicle margins (product mix) cost & efficiency gains Status: preliminary unaudited; final Q4 & FY2025 results pending https://twitter.com/i/web/status/2019365846548631775 https://twitter.com/i/web/status/2019365846548631775" [X Link](https://x.com/allday_stocks/status/2019365846548631775) 2026-02-05T11:01Z [----] followers, [---] engagements "$ARES Ares Management Q4 & FY2025 Earnings Dividend Raised Q4 GAAP Net Income: $54.2M EPS: $0.08 After-Tax Realized Income: $529.1M $1.45/share Fee-Related Earnings (Q4): $527.7M FY2025 Highlights: AUM: $600B (+29% YoY) FPAUM: +32% YoY Management Fees: +25% YoY Fundraising & Investing: $100B (record) Available Capital: $150B Dividend: Common: $1.35/share quarterly (+20% YoY) payable Mar [--] [----] Preferred (Series B): $0.84375/share payable Apr [--] [----] DRIP: effective starting Mar [--] [----] dividend 💬 Scale fundraising momentum and fee growth underpin strong earnings power into 2026." [X Link](https://x.com/allday_stocks/status/2019366513858183614) 2026-02-05T11:04Z [----] followers, [---] engagements "$B Barrick Q4 & FY2025 Earnings Record Cash Flow New Dividend Framework Q4 Revenue: $6.00B (record) Q4 Operating CF: $2.73B Q4 Free CF: $1.62B FY2025 Revenue: $16.96B FY2025 EPS: $2.93 Gold Production: 3.26M oz Dividend Update: New framework targets 50% of attributable free cash flow Base quarterly dividend raised to $0.175/share Q4 dividend declared: $0.42/share Strategic Move: Preparing IPO of North American gold assets (NewCo) Targeted completion by late [----] https://twitter.com/i/web/status/2019366750010135012 https://twitter.com/i/web/status/2019366750010135012" [X Link](https://x.com/allday_stocks/status/2019366750010135012) 2026-02-05T11:05Z [----] followers, [----] engagements "Bitcoin $BTC below $70000 for fist time since 2024" [X Link](https://x.com/allday_stocks/status/2019373652052177137) 2026-02-05T11:32Z [----] followers, [---] engagements "$DOCN DigitalOcean Cantor Fitzgerald upgrades Overweight 📈 PT $68 Current $58.50 (Upside 16%) Valuation: 6x C27 EV/Revenue; 30x C27 EV/FCF vs. infra software avg 34x Growth outlook: improving net-new organic ARR; 1820% revenue growth target pulled forward to C26 Catalysts: large customer wins (e.g. Character AI) expanding GPU-led PaaS potential Analyst Day ahead https://twitter.com/i/web/status/2019374903250526458 https://twitter.com/i/web/status/2019374903250526458" [X Link](https://x.com/allday_stocks/status/2019374903250526458) 2026-02-05T11:37Z [----] followers, [---] engagements "$BLSH Bullish Q4 & FY2025 Earnings Q4 Digital Asset Sales: $64.3B Q4 Net Income (GAAP): -($563.6M) EPS: -($3.73) Q4 Adjusted Revenue: $92.5M Q4 Adjusted EBITDA: $44.5M Q4 Adjusted Net Income: $28.9M FY2025 Digital Asset Sales: $244.8B FY2025 Net Income (GAAP): -($785.5M) FY2025 Adjusted Revenue: $288.5M FY2025 Adjusted EBITDA: $94.3M Business Metrics: Options trading volume $9B open interest $4B #2 exchange for BTC options open interest #1 indexer by market share for digital asset ETFs (15/39 listings in Q4) FY2026 Guidance: Subscription services & other revenue: $220M$250M Adjusted operating" [X Link](https://x.com/allday_stocks/status/2019378524205838758) 2026-02-05T11:52Z [----] followers, [---] engagements "$ENR Energizer Holdings Q1 FY2026 Earnings Net Sales: $778.9M (+6.5% YoY) APS Acquisition Impact: +$64.6M to sales Free Cash Flow: $124.2M (15.9% of sales) Debt Reduction: $100M paid down Adj. Gross Margin: 34.9% (-510 bps YoY) Adj. EPS: $0.31 FY2026 Guidance (Reaffirmed): Adj. EPS: $3.30$3.60 Adj. EBITDA: $580M$610M https://twitter.com/i/web/status/2019381527189070250 https://twitter.com/i/web/status/2019381527189070250" [X Link](https://x.com/allday_stocks/status/2019381527189070250) 2026-02-05T12:04Z [----] followers, [---] engagements "$ROK Rockwell Automation Q1 FY2026 Earnings EPS: $2.75 vs. $2.48 est. (Beat +10.9%) YoY: +49% Revenue: $2.11B vs. $2.08B est. (Beat +1.4%) YoY: +12%" [X Link](https://x.com/allday_stocks/status/2019382126341419013) 2026-02-05T12:06Z [----] followers, [---] engagements "$COP ConocoPhillips Q4 [----] Earnings EPS: $1.02 vs. $1.10 est. (Miss -7.3%) YoY: -48.5% Revenue: $14.0B vs. $12.82B est. (Miss -89.1%) YoY: -39.1%" [X Link](https://x.com/allday_stocks/status/2019382230523736398) 2026-02-05T12:06Z [----] followers, [---] engagements "$PSA Public Storage BofA Securities downgrades to Neutral 🔻 PT $310 (from $336) Current $288.5 (Upside 7%) Lack of near-term catalysts for operational improvement Limited rental revenue growth expected in [----] Pricing restrictions tied to Los Angeles wildfires impacting 16.2% of operating income https://twitter.com/i/web/status/2019382648964010206 https://twitter.com/i/web/status/2019382648964010206" [X Link](https://x.com/allday_stocks/status/2019382648964010206) 2026-02-05T12:08Z [----] followers, [---] engagements "$MCK McKesson Jefferies reiterates Buy 📈 PT $1065 Current $835 (Upside 28%) Company seen as undervalued at current levels Solid quarterly execution supports confidence Growth opportunities in specialty pharma and MSO channels" [X Link](https://x.com/allday_stocks/status/2019383000132157831) 2026-02-05T12:10Z [----] followers, [---] engagements "$HIMS Hims & Hers launches Wegovy pill copy at $49 $HIMS +12.8% $NVO -6.9% Market reaction reflects pricing pressure concerns for branded GLP-1 therapies" [X Link](https://x.com/allday_stocks/status/2019408963289149455) 2026-02-05T13:53Z [----] followers, [---] engagements "$HIMS Short Interest Snapshot Short interest: 72.25M shares Short interest % of float: 35.07% Days to cover: [----] Off-exchange short volume: 4.41M shares Off-exchange short volume ratio: 44.91%" [X Link](https://x.com/allday_stocks/status/2019408996755439835) 2026-02-05T13:53Z [----] followers, [---] engagements "NOVO NORDISK STATEMENT ON HIMS & HERS COMPOUNDED SEMAGLUTIDE Novo Nordisk says compounded semaglutide products are not FDA-approved and may contain impurities Company warns these products do not meet Novo Nordisks quality safety or efficacy standards Novo Nordisk plans legal action against Hims & Hers Health Statement addresses knockoff / compounded semaglutide offerings marketed by Hims & Hers https://twitter.com/i/web/status/2019441090391081155 https://twitter.com/i/web/status/2019441090391081155" [X Link](https://x.com/allday_stocks/status/2019441090391081155) 2026-02-05T16:00Z [----] followers, [---] engagements "MARCH FED CUT ODDS JUMP Following weak labor market data the probability of a March rate cut has risen from 9% to just over 24%. Next week brings additional catalysts with the key jobs report on Wednesday and inflation data on Friday which could further shift expectations" [X Link](https://x.com/allday_stocks/status/2019484595289223586) 2026-02-05T18:53Z [----] followers, [---] engagements "$IREN Q2 FY26 Earnings Preview (After Market Feb 5) Consensus: EPS -$0.24 Revenue $228M Stock -12.4% into print Estimates trending down (EPS 25% in [--] months) Key focus points Execution on $9.7B Microsoft AI cloud deal (deployment timing Childress TX) Capex & cash burn (GPU spend $5.8B over time) Revenue mix shift from Bitcoin mining AI infrastructure Street view [--] Buy avg PT $84.85 (90% upside from $45) H.C. Wainwright: most levered AI infra play among miners Why it matters Transition story still intact but market wants proof of execution Stock 35% below Nov highs earnings could reset" [X Link](https://x.com/allday_stocks/status/2019515031675609502) 2026-02-05T20:54Z [----] followers, [----] engagements "$DOCS Doximity Q3 FY2026 Earnings Revenue: $185.1M (+10% YoY) EPS (GAAP): $0.31 (vs. $0.37 YoY) Adj. EPS: $0.46 (vs. $0.45 YoY) Net Income: $61.6M (33% margin) Adj. EBITDA: $111.4M (+9% YoY) 60% margin Guidance Q4 FY26 Revenue: $143144M FY26 Revenue: $642.5643.5M FY26 Adj. EBITDA: $355.5356.5M New $500M share buyback authorized Record engagement; AI products 300k users https://twitter.com/i/web/status/2019517112532734010 https://twitter.com/i/web/status/2019517112532734010" [X Link](https://x.com/allday_stocks/status/2019517112532734010) 2026-02-05T21:02Z [----] followers, [---] engagements "$AMZN Amazon Q4 [----] Earnings Beat Revenue: $213.4B (+14% YoY) AWS Revenue: $35.6B (+24% YoY) EPS: $1.95 (vs. $1.86 YoY) 🟢 Operating Income: $25.0B (Adj. $27.4B ex charges) Net Income: $21.2B (+6% YoY) FY2025 Revenue: $716.9B (+12% YoY) FY2025 EPS: $7.17 (vs. $5.53 YoY) FY2025 Op Income: $80.0B (+17% YoY) Free Cash Flow (TTM): $11.2B (AI capex driven) Capex Outlook 2026: $200B (AI chips data centers) 💬 AWS growth re-accelerates; heavy AI investment drives long-term ROIC focus. https://twitter.com/i/web/status/2019517183114518585 https://twitter.com/i/web/status/2019517183114518585" [X Link](https://x.com/allday_stocks/status/2019517183114518585) 2026-02-05T21:03Z [----] followers, [----] engagements "$IREN IREN Limited Q2 FY2026 Earnings Revenue: $184.7M vs $226.9M est. 🔻 Miss 19% EPS: n/a (Street est. $0.07) YoY Revenue: +54% QoQ Revenue: 23% 💬 Sharp top-line miss overshadows strong YoY growth; sequential slowdown remains the key concern" [X Link](https://x.com/allday_stocks/status/2019517542210105531) 2026-02-05T21:04Z [----] followers, [----] engagements "$ARW Arrow Electronics Q4 & FY2025 Earnings Q4 Revenue: $8.75B (+20% YoY) above high end of guidance Q4 EPS: $3.75 Non-GAAP EPS: $4.39 (both beats) FY Revenue: $30.9B (+10% YoY) FY EPS: $10.93 Non-GAAP EPS: $11.02 Strength across Global Components (+22% YoY) and ECS (+16% YoY) AI cloud & datacenter demand driving momentum Q126 Guide: EPS $2.70$2.90 (Non-GAAP) 💬 Early-cycle recovery signals with improving margins and disciplined execution. https://twitter.com/i/web/status/2019517839997317240 https://twitter.com/i/web/status/2019517839997317240" [X Link](https://x.com/allday_stocks/status/2019517839997317240) 2026-02-05T21:05Z [----] followers, [---] engagements "$BILL BILL Q2 FY2026 Earnings Revenue: $414.7M (+14% YoY) Core Revenue: $375.1M (+17% YoY) Non-GAAP EPS: $0.64 (vs $0.56 YoY) Non-GAAP Op Income: $74.1M (+18% YoY) TPV: $95B (+13% YoY) Transactions: 35M (+16% YoY) Guidance: Q3 FY26 Rev: $397.5$407.5M FY26 Rev: $1.63$1.65B FY26 Non-GAAP EPS: $2.33$2.41 https://twitter.com/i/web/status/2019518054053396846 https://twitter.com/i/web/status/2019518054053396846" [X Link](https://x.com/allday_stocks/status/2019518054053396846) 2026-02-05T21:06Z [----] followers, [---] engagements "$FTNT Fortinet Q4 & FY2025 Earnings (Strong Results) Revenue: $1.91B (+15% YoY) FY Revenue: $6.80B (+14% YoY) Product Revenue (Q4): $691M (+20% YoY) Billings (Q4): $2.37B (+18% YoY) GAAP Op Margin: 33% (Q4) 31% (FY) Free Cash Flow (FY): $2.21B Buyback: +$1.0B authorized (total $10.25B through Feb 2027) 💬 Strong growth across revenue billings and margins; guidance issued for Q1 & FY2026. https://twitter.com/i/web/status/2019518273377767733 https://twitter.com/i/web/status/2019518273377767733" [X Link](https://x.com/allday_stocks/status/2019518273377767733) 2026-02-05T21:07Z [----] followers, [---] engagements "$RDDT Reddit Q4 & FY2025 Earnings + $1B Buyback DAUq: 121.4M (+19% YoY) Q4 Revenue: $726M (+70% YoY) FY Revenue: $2.2B (+69% YoY) Q4 Net Income: $252M (35% margin) FY Net Income: $530M (24% margin) Q4 Adj. EBITDA: $327M (45% margin) FY Adj. EBITDA: $845M (38% margin) Free Cash Flow (FY): $684M Buyback: $1B authorized 💬 Explosive ad growth very high margins strong cash generation; Q126 guide: revenue $595605M Adj. EBITDA $210220M. https://twitter.com/i/web/status/2019518410603073693 https://twitter.com/i/web/status/2019518410603073693" [X Link](https://x.com/allday_stocks/status/2019518410603073693) 2026-02-05T21:08Z [----] followers, [---] engagements "$CLSK CleanSpark Q1 FY26 Earnings Revenue: $181.2M (+11.6% YoY) Net Loss: $(378.7)M Adj. EBITDA: $(295.4)M Cash: $458.1M Bitcoin Holdings: $1.0B Working Capital: $1.3B Total Assets: $3.3B Long-Term Debt: $1.8B Secured up to [---] MW of utility-grade power Added 122-acre Sandersville site to expand AI-ready infrastructure Positioning platform for multi-gigawatt AI + HPC buildout https://twitter.com/i/web/status/2019518460334665972 https://twitter.com/i/web/status/2019518460334665972" [X Link](https://x.com/allday_stocks/status/2019518460334665972) 2026-02-05T21:08Z [----] followers, [---] engagements "$RBLX Roblox Earnings Beat Revenue: $2.22B (Est. $2.09B) 🟢 EPS: -$0.45 (Est. -$0.49) 🟢 Revenue +63% YoY +16% QoQ EPS -36% YoY -22% QoQ 💬 Roblox delivered a top- and bottom-line beat with strong revenue growth offset by continued earnings pressure" [X Link](https://x.com/allday_stocks/status/2019518668493967560) 2026-02-05T21:09Z [----] followers, [---] engagements "$BE Bloom earnings still pending" [X Link](https://x.com/allday_stocks/status/2019519071113605500) 2026-02-05T21:10Z [----] followers, [----] engagements "$MPWR Monolithic Power Systems Q4 & FY2025 Earnings Q4 Revenue: $751.2M (+20.8% YoY) FY2025 Revenue: $2.79B (+26.4% YoY) GAAP Gross Margin: 55.2% Dividend: Quarterly dividend raised $1.56 $2.00 (payable Apr [--] 2026) Q1 [----] Guidance: Revenue: $770M$790M GAAP GM: 54.9%55.5% Non-GAAP tax rate (FY26): 15% https://twitter.com/i/web/status/2019519444226072659 https://twitter.com/i/web/status/2019519444226072659" [X Link](https://x.com/allday_stocks/status/2019519444226072659) 2026-02-05T21:12Z [----] followers, [---] engagements "$PI Impinj Q4 [----] Results; Guides Weak Q1 [----] Revenue: $92.8M EPS (Non-GAAP): $0.50 Gross Margin (Non-GAAP): 54.5% Adjusted EBITDA: $16.4M FY2025 Revenue: $361.1M FY2025 EPS (Non-GAAP): $2.11 FY2025 Adjusted EBITDA: $69.6M Guidance (Q1 2026): Revenue: $71.0M$74.0M EPS (Non-GAAP): $0.08$0.13 Adjusted EBITDA: $1.2M$2.7M 💬 Strong FY execution but Q1 [----] outlook implies a sharp sequential slowdown. https://twitter.com/i/web/status/2019521126192566604 https://twitter.com/i/web/status/2019521126192566604" [X Link](https://x.com/allday_stocks/status/2019521126192566604) 2026-02-05T21:18Z [----] followers, [---] engagements "$BE Bloom Energy FY2025 Record Revenue; Strong FY2026 Outlook Revenue: $2.02B (+37% YoY) EPS (Non-GAAP): $0.76 (FY) Gross Margin (Non-GAAP): 30.3% Operating Income (Non-GAAP): $221.0M Free Cash Flow: Positive (2nd consecutive year) Q4 Revenue: $777.7M (+36% YoY) Q4 EPS (Non-GAAP): $0.45 Guidance (FY2026): Revenue: $3.1B$3.3B Non-GAAP EPS: $1.33$1.48 Non-GAAP Operating Income: $425M$475M 💬 Record FY revenue driven by AI data center demand; outlook implies strong acceleration in [----]. https://twitter.com/i/web/status/2019521729866133667 https://twitter.com/i/web/status/2019521729866133667" [X Link](https://x.com/allday_stocks/status/2019521729866133667) 2026-02-05T21:21Z [----] followers, [----] engagements "$BE +11.2% after earnings $BE Bloom Energy FY2025 Record Revenue; Strong FY2026 Outlook Revenue: $2.02B (+37% YoY) EPS (Non-GAAP): $0.76 (FY) Gross Margin (Non-GAAP): 30.3% Operating Income (Non-GAAP): $221.0M Free Cash Flow: Positive (2nd consecutive year) Q4 Revenue: $777.7M (+36% $BE Bloom Energy FY2025 Record Revenue; Strong FY2026 Outlook Revenue: $2.02B (+37% YoY) EPS (Non-GAAP): $0.76 (FY) Gross Margin (Non-GAAP): 30.3% Operating Income (Non-GAAP): $221.0M Free Cash Flow: Positive (2nd consecutive year) Q4 Revenue: $777.7M (+36%" [X Link](https://x.com/allday_stocks/status/2019521884061331634) 2026-02-05T21:21Z [----] followers, [---] engagements "MOLINA HEALTHCARE A MICHAEL BURRY LONG DOWN OVER 30% AFTER EARNINGS $MOH" [X Link](https://x.com/allday_stocks/status/2019528795338993674) 2026-02-05T21:49Z [----] followers, [---] engagements "hows everybody doing in [----] and its only early february 😵💫" [X Link](https://x.com/allday_stocks/status/2019538547737522424) 2026-02-05T22:28Z [----] followers, [---] engagements "U.S. Embassy warns citizens to leave Iran now" [X Link](https://x.com/allday_stocks/status/2019686878107300240) 2026-02-06T08:17Z [----] followers, [---] engagements "Overnight Movers Feb [--] 🟢 Gainers $DAVE +12.15% $BILL +11.55% $RBLX +8.47% $RDDT +7.67% $NVO +7.11% $BE +6.80% $SONY +6.03% $BTDR +4.73% $MODG +4.33% $SAIL +3.92% 🔴 Losers $MOH 32.76% $DOCS 31.85% $PI 18.52% $IREN 15.90% $CNC 11.32% $HIMS 9.69% $ILMN 9.03% $OSCR 8.55% $POWI 8.01% $AMZN 7.56% https://twitter.com/i/web/status/2019694907087056948 https://twitter.com/i/web/status/2019694907087056948" [X Link](https://x.com/allday_stocks/status/2019694907087056948) 2026-02-06T08:49Z [----] followers, [---] engagements "$SNOW Snowflake Jefferies reiterates Buy 📈 PT $300 Current $159 (Upside 89%) Deeply mispriced Top Pick" [X Link](https://x.com/allday_stocks/status/2019707783688638867) 2026-02-06T09:40Z [----] followers, [---] engagements "$GOOGL Alphabet Wedbush reiterates Outperform 📈 PT $370 (from $360) Current $330 (Upside 12%) genAI overhang fading; confidence in core business durability Monetization optionality via ads in Gemini / AI Mode" [X Link](https://x.com/allday_stocks/status/2019708940402209261) 2026-02-06T09:45Z [----] followers, [---] engagements "$ROKU Oppenheimer upgrades to Outperform 📈 PT $105 Current $88 (Upside 19%) Catalysts: Amazon DSP partnership rising ad demand tied to the Winter Olympics" [X Link](https://x.com/allday_stocks/status/2019709238122340583) 2026-02-06T09:46Z [----] followers, [---] engagements "$AMZN Amazon Goldman Sachs reiterates Buy 🔻 PT $280 (from $300) Current $206 (Upside 36%) PT cut reflects heavy FY26 investment cycle ($200B capex) AWS re-acceleration margins 35% above expectations Risk-off tape increases scrutiny on capex-to-revenue payoff" [X Link](https://x.com/allday_stocks/status/2019720127714128248) 2026-02-06T10:29Z [----] followers, [---] engagements "$RDDT Reddit BofA reiterates Neutral 🔻 PT $205 (from $210) Current $165 (Upside 24%) PT cut driven by sector multiple compression despite strong Q4 beat $RDDT Goldman Sachs reiterates Neutral 🔻 PT $206 (from $236) Current $165 (Upside 25%) Debate centers on user growth durability ads trajectory and [----] investment intensity https://twitter.com/i/web/status/2019720959343698182 https://twitter.com/i/web/status/2019720959343698182" [X Link](https://x.com/allday_stocks/status/2019720959343698182) 2026-02-06T10:32Z [----] followers, [---] engagements "$LLY Eli Lilly Truist reiterates Buy 📈 PT $1281 Current $1061 (Upside 21%) Obesity leadership: best-in-class incretin; Retatrutide + oral Orforglipron expand moat Peak obesity revenue seen at $78B by 2036; capacity investments support scale" [X Link](https://x.com/allday_stocks/status/2019722002161106950) 2026-02-06T10:37Z [----] followers, [---] engagements "$IREN Iris Energy Earnings Call BitcoinAI pivot caused short-term pain; $3.6B GPU financing secured targeting $3.4B annual revenue by YE [----] Pre-market: 1% (from -16%)" [X Link](https://x.com/allday_stocks/status/2019726856422093042) 2026-02-06T10:56Z [----] followers, [---] engagements "$CNC Centene FY25 Results & FY26 Guidance FY25: GAAP EPS $13.53 (incl. $6.7B goodwill impairment); Adj. EPS $2.08; Revenue $174.6B FY26 guide: Adj. EPS $3.00; GAAP EPS $1.98; Revenue $170174B; HBR 90.991.7%" [X Link](https://x.com/allday_stocks/status/2019728253229900260) 2026-02-06T11:01Z [----] followers, [---] engagements "$BIIB Biogen Q4 Results & FY26 Outlook Q4: Adj. EPS $1.99 (vs. $1.59); Revenue $2.28B (vs. $2.20B); Leqembi sales $134M FY26 guide: Adj. EPS $15.25$16.25 (vs. $14.92 est.); Revenue seen down mid-single digits YoY" [X Link](https://x.com/allday_stocks/status/2019730421270069373) 2026-02-06T11:10Z [----] followers, [---] engagements "$UBER Uber Stifel reiterates Buy 📈 PT $105 Current $75 (Upside 40%) Q4 gross bookings beat; EBITDA margin lighter reflected in Q1 guide Asset-light AV strategy intact; CFO transition seen as non-disruptive" [X Link](https://x.com/allday_stocks/status/2019730683686785141) 2026-02-06T11:11Z [----] followers, [---] engagements "$CRM Salesforce Stifel reiterates Buy 📈 PT $300 Current $193 (Upside 55%) Agentforce adoption/usage seen as key durability metric; token consumption ramping AI-driven consumption expected to support ARR growth despite sector weakness" [X Link](https://x.com/allday_stocks/status/2019730916139323415) 2026-02-06T11:12Z [----] followers, [---] engagements "$SNAP Snap Raymond James reiterates Outperform 📈 PT $10 Current $5.25 (Upside 90%) Earnings beat on revenue (+10% YoY) and EBITDA; focus shifting to profitable growth $SNAP Benchmark reiterates Hold PT: n/a Current $5.25 First GAAP profit but sharp NA DAU decline offsets ARPU gains https://twitter.com/i/web/status/2019731358495453600 https://twitter.com/i/web/status/2019731358495453600" [X Link](https://x.com/allday_stocks/status/2019731358495453600) 2026-02-06T11:14Z [----] followers, [---] engagements "$HIMS slides as Novo Nordisk threatens legal action over copycat semaglutide pill Novo says copycats are illegal/unsafe; no supply shortage patent runs to [----] Hims defends $49$99 personalized pill as legal FDA warns of swift action against mass marketing of copycat drugs https://twitter.com/i/web/status/2019757145894350898 https://twitter.com/i/web/status/2019757145894350898" [X Link](https://x.com/allday_stocks/status/2019757145894350898) 2026-02-06T12:56Z [----] followers, [---] engagements "$STLA plunges after warning of full-year net loss and 22B reset charges Guides to FY net loss; announces sweeping reset incl. 22B charges Sells 49% stake in NextStar Energy to LG Energy Solution Q4 shipments +9% YoY to 1.5M units driven by North America; Europe lagged New strategic plan due in May https://twitter.com/i/web/status/2019757182825165128 https://twitter.com/i/web/status/2019757182825165128" [X Link](https://x.com/allday_stocks/status/2019757182825165128) 2026-02-06T12:56Z [----] followers, [---] engagements "$UAA jumps premarket after Q3 earnings beat and FY26 outlook raise Q3 EPS: $0.09 vs. $(0.02) est.; Revenue: $1.327B vs. $1.313B est. FY26 adj. EPS guide: $0.10$0.11 (vs. $0.05 est.) Note: GAAP losses now expected to be wider than anticipated" [X Link](https://x.com/allday_stocks/status/2019757459435319580) 2026-02-06T12:57Z [----] followers, [---] engagements "$NOD Nordic Semiconductor BofA upgrades to Buy 📈 PT NOK [---] (from NOK 108) Current NOK [-----] (Upside 35%)" [X Link](https://x.com/allday_stocks/status/2019770575514706298) 2026-02-06T13:50Z [----] followers, [---] engagements "$FTNT Fortinet TD Cowen reiterates Buy 📈 PT $100 Current $82 (Upside 22%) 20% product revenue 18% billings; Rule-of-45 for 6th straight year SASE + SecOps momentum; [----] revenue growth guided 13%" [X Link](https://x.com/allday_stocks/status/2019771830903447651) 2026-02-06T13:55Z [----] followers, [---] engagements "$BE Bloom Energy BTIG reiterates Buy 📈 PT $165 (from $145) Current $153.9 (Upside 7%) Strong Q4 beat; FY26 guide well above Street with margin expansion Demand broad-based (data centers C&I); operating leverage from spare capacity" [X Link](https://x.com/allday_stocks/status/2019772236333236318) 2026-02-06T13:56Z [----] followers, [---] engagements "$NVO Novo Nordisk BMO Capital reiterates Market Perform PT $45 Current $46.7 (Downside 4%) Pricing headwinds (1015%) from channel mix MFN cash-pay adoption Wegovy pill launch key for [----] recovery; heavy marketing push Pipeline optionality (Mim8 Ziltivekimab Etavopivat) offsets near-term pressure https://twitter.com/i/web/status/2019772957380251990 https://twitter.com/i/web/status/2019772957380251990" [X Link](https://x.com/allday_stocks/status/2019772957380251990) 2026-02-06T13:59Z [----] followers, [---] engagements "$PATH UiPath acquires WorkFusion expanding agentic AI solutions for financial services & banking. Pre-market: +2%" [X Link](https://x.com/allday_stocks/status/2019776364425912718) 2026-02-06T14:13Z [----] followers, [---] engagements "Todays Leaders Feb [--] Risk-on rebound driven by AI crypto miners and high-beta tech with aggressive short-covering and momentum flows pushing sharp upside across the tape. $BILL Bill Holdings +32.23% $LUMN Lumen +23.47% $MSTR Strategy +23.39% $MARA Marathon +22.90% $APLD Applied Digital +22.23% $CLSK CleanSpark +21.15% $QUBT Quantum Computing +19.65% $GLXY Galaxy Digital +19.30% $CRWV CoreWeave +19.11% $WULF TeraWulf +19.10% $ROIV Roivant +18.73% $QBTS D-Wave +18.26% $ALAB Astera Labs +17.27% $LUNR Intuitive Machines +17.17% $BBAI BigBear +17.00% $BMNR Bitmine Immersion +16.95% $RIOT Riot" [X Link](https://x.com/allday_stocks/status/2019830294044393675) 2026-02-06T17:47Z [----] followers, [---] engagements "$BILL surges on takeover talks amid activist pressure $BILL +39% Hellman & Friedman reportedly in talks to acquire Bill Holdings Implied valuation $4.2B Activist investors pushing for strategic change" [X Link](https://x.com/allday_stocks/status/2019868771788460122) 2026-02-06T20:20Z [----] followers, [---] engagements "$HIMS referred to DOJ over potential FDA law violations $HIMS 9% after hours Referred to the DOJ for potential violations of the Federal Food Drug and Cosmetic Act" [X Link](https://x.com/allday_stocks/status/2019895184365117637) 2026-02-06T22:05Z [----] followers, [---] engagements "Donald Trump on Truth Social Claims record stock market and national security driven by tariffs Predicts Dow [------] by the end of his term Says the Supreme Court should be watching" [X Link](https://x.com/allday_stocks/status/2019968194870653093) 2026-02-07T02:55Z [----] followers, [---] engagements "Weekend Markets Update Feb [--] $NIKKEI [-----] +1.09% $DAX [-----] +0.15% $DJI [-----] +0.08% $NDX [-----] +0.38% $FTSE [-----] +0.08% $HSI [-----] +0.00% $USDJPY [------] +0.35% $EURUSD [------] +0.04% $GOLD [----] +0.56% $SILVER [-----] +1.00% $USOIL [-----] 0.45% Crypto Update $BTC [--------] +1.67% $ETH [-------] +0.44% $ADA [------] 0.26% $BCH [------] 2.35% $EOS [------] 1.28% $LTC [-----] 0.49% $XLM [------] +0.87% $DOGE [------] 0.92% $UNI [------] 1.33% $LINK [------] 0.43% $DOT [------] 1.02% $SOL [-------] 0.93% $AVAX [------] 0.54% $NEO [-----] 0.67% https://twitter.com/i/web/status/2020460677802934525" [X Link](https://x.com/allday_stocks/status/2020460677802934525) 2026-02-08T11:32Z [----] followers, [---] engagements "EssilorLuxottica Bernstein SocGen initiates Market-Perform PT [---] Warns of material risk from the smart-glasses shift despite premium eyewear leadership Tech giants Google Apple Alibaba could pressure margins via lower-margin models and revenue sharing" [X Link](https://x.com/allday_stocks/status/2020465939779612860) 2026-02-08T11:53Z [----] followers, [---] engagements "Bernstein on defensives amid USD weakness ExxonMobil seen as attractive inflation hedge with dividends vs. gold Outperform PT $159 Chevron also favored in a weaker dollar environment Market Perform PT $194 Bernstein analyst Bob Brackett argues defensive oil majors benefit from USD depreciation offer cash yields and retain inflation protection supporting further upside. https://twitter.com/i/web/status/2020466030284329296 https://twitter.com/i/web/status/2020466030284329296" [X Link](https://x.com/allday_stocks/status/2020466030284329296) 2026-02-08T11:53Z [----] followers, [---] engagements "Nasdaq [---] Weekly Winners & Losers Performance (Feb 26) Index 1.9% Negative index performance with pronounced dispersion: defensive and hardware-linked names outperformed while software fintech and data-driven models saw heavy drawdowns. 🔝 Top Performers of the Week $ARM Arm Holdings ADR +17.41% $ODFL Old Dominion Freight Line +16.90% $WDC Western Digital +12.93% $AMGN Amgen +12.41% $CHTR Charter Communications +12.14% $PEP PepsiCo +10.97% $WMT Walmart +10.11% $FAST Fastenal +10.08% $MPWR Monolithic Power Systems +9.40% $INTC Intel +8.87% 🔻 Worst Performers of the Week $PYPL PayPal Holdings" [X Link](https://x.com/allday_stocks/status/2020503080542798093) 2026-02-08T14:20Z [----] followers, [---] engagements "📊 WHAT MATTERS IN THE COMING WEEK Events & Catalysts (Feb [---] 2026) 🕒 All times in ET Focus is on key U.S. macro data (Retail Sales labor market CPI) a dense earnings slate across tech consumer and industrials plus multiple investor events and conferences. Options markets are pricing elevated volatility in several names. 📅 Monday Feb [--] Volatility watch: $APP $BE RSI Overbought: $TCGL $PKST $FECCF RSI Oversold: $YEXT $GRND $PYPL Crypto volatility: $MSTR $MARA $RIOT $HUT Earnings: $APO $ON $L IPO watch: $AGBK $APC $CLRS Lock-up expiry: $BLSH $NSRX $MAGH Dividend watch (upcoming ex-dates):" [X Link](https://x.com/allday_stocks/status/2020521124740653434) 2026-02-08T15:32Z [----] followers, [---] engagements "$NVO +5.0% $HIMS -6.3% in low volume Sunday trading" [X Link](https://x.com/allday_stocks/status/2020571703684837618) 2026-02-08T18:53Z [----] followers, [---] engagements "@UvyatM German exchange that offers weekend trading Low volume though but can be seen as an indicator https://www.ls-tc.de/en/stock/1524426 https://www.ls-tc.de/en/stock/1524426" [X Link](https://x.com/allday_stocks/status/2020578830889685153) 2026-02-08T19:21Z [----] followers, [--] engagements "📅 Monday Feb [--] [----] ☕ Morning Briefing 🕒 All times in ET 🔎 Daily Overview: New trading week kicks off after a volatile rebound into the close last week. Focus shifts to earnings-heavy tape postSuper Bowl sector reactions and positioning in crypto-linked equities. With key macro data later in the week today is about stock-specific moves volatility pockets and flow-driven setups. 📊 Economic Data / Macro: No market-moving top-tier data scheduled 💰 Earnings Pre-Market: $CLF Cleveland-Cliffs 6:00 AM $CNA CNA Financial 6:00 AM $EPC Edgewell Personal Care 6:00 AM $L Loews 6:00 AM $APO Apollo" [X Link](https://x.com/allday_stocks/status/2020757443580420404) 2026-02-09T07:11Z [----] followers, [---] engagements "IndiaUS trade deal: tariff relief for Harley none for Tesla $HOG Harley-Davidson gets tariff-free access as India eliminates import duties on Harley bikes $TSLA Tesla gets no tariff reprieve under the agreement Deal implies selective market access favoring legacy imports over EVs https://twitter.com/i/web/status/2020766075265130519 https://twitter.com/i/web/status/2020766075265130519" [X Link](https://x.com/allday_stocks/status/2020766075265130519) 2026-02-09T07:45Z [----] followers, [---] engagements "$MARA MARA Holdings Morgan Stanley initiates Underweight 🔻 PT $8 Current $8.2 (Downside 3%) Limited upside from BTCdata center pivot due to hybrid strategy and BTC price exposure Valued primarily as a bitcoin miner using [--] P/E; mining economics seen as structurally weak Concerns over ROIC and limited DC hosting track record constrain re-rating potential https://twitter.com/i/web/status/2020776691350593784 https://twitter.com/i/web/status/2020776691350593784" [X Link](https://x.com/allday_stocks/status/2020776691350593784) 2026-02-09T08:28Z [----] followers, [---] engagements "$KR $WMT Kroger shares jump on CEO news Kroger to name former Walmart U.S. chief Greg Foran as CEO Move seen as a positive leadership reset after a prolonged CEO search $KR +6.8% pre-market" [X Link](https://x.com/allday_stocks/status/2020810857303724231) 2026-02-09T10:43Z [----] followers, [---] engagements "Taiwan says 40% shift of chip capacity to US is 'impossible' $TSM $INTC" [X Link](https://x.com/allday_stocks/status/2020811521056485526) 2026-02-09T10:46Z [----] followers, [---] engagements "$AMZN $STM partnership expanded on AWS semiconductor deal Multi-billion semiconductor order to support AWS cloud infrastructure STMicro issues warrants for up to 24.8M shares to AWS linked to product purchases Structure ties equity upside directly to AWS demand growth $STM +2.95% pre-market https://twitter.com/i/web/status/2020813042779312484 https://twitter.com/i/web/status/2020813042779312484" [X Link](https://x.com/allday_stocks/status/2020813042779312484) 2026-02-09T10:52Z [----] followers, [---] engagements "$CLF Cleveland-Cliffs Q4 & FY2025 Earnings (Miss) Revenue (Q4): $4.3B (flat YoY) Adj. EPS (Q4): $0.43 (loss) Adj. EBITDA (Q4): $21M (vs. $81M YoY) FY2025 Revenue: $18.6B (vs. $19.2B FY2024) FY2025 Adj. EBITDA: $37M (vs. $773M FY2024) Liquidity: $3.3B Outlook [----] Steel shipments: 16.517.0 Mt Unit cost reduction: $10/ton vs. [----] Capex: $700M SG&A: $575M 💬 Weak [----] driven by soft auto demand expiring slab contract and Canada pressures; management expects meaningful improvement in [----] amid better trade dynamics and signed multi-year auto contracts." [X Link](https://x.com/allday_stocks/status/2020815840082374958) 2026-02-09T11:03Z [----] followers, [---] engagements "$L Loews Corporation Q4 & FY2025 earnings Q4 net income: $402M ($1.94/sh) FY2025 net income: $1.67B ($7.97/sh) Book value/sh: $90.71 (ex-AOCI $95.89) Capital return: $782M buybacks (8.9M shares in 2025) Balance sheet: $3.9B cash & investments vs. $1.8B debt Delaware Supreme Court ruling remands certain Boardwalk claims for further Chancery proceedings https://twitter.com/i/web/status/2020815967475970399 https://twitter.com/i/web/status/2020815967475970399" [X Link](https://x.com/allday_stocks/status/2020815967475970399) 2026-02-09T11:04Z [----] followers, [---] engagements "$HIMS Hims & Hers Health BofA maintains Underperform cuts PT to $21 Regulatory crackdown on compounded GLP-1s cited as key downside DOJ referral and withdrawal of oral semaglutide highlight enforcement risk PT lowers to $21 Current $19.5 BTIG reiterates Buy PT $60 Acknowledges semaglutide withdrawal and regulatory risk Maintains Buy on underlying business optionality despite headwinds https://twitter.com/i/web/status/2020829914140737742 https://twitter.com/i/web/status/2020829914140737742" [X Link](https://x.com/allday_stocks/status/2020829914140737742) 2026-02-09T11:59Z [----] followers, [---] engagements "$MNDY monday Q4 & FY2025 earnings Revenue (Q4): $333.9M (+25% YoY) FY2025 Revenue: $1.232B (+27% YoY) Non-GAAP Op Margin (FY): 14% Adj. FCF (FY): $322.7M Business highlights Upmarket momentum: customers $50k ARR = 41% of ARR Record adds in $100k ARR customers; strong net dollar retention (up to 116%) monday vibe fastest product to reach $1M ARR in company history Outlook [----] Revenue: $1.4521.462B (+1819% YoY) Non-GAAP Op Margin: 1112% Adj. FCF: $275290M Takeaway: solid growth strong cash generation continued upmarket shift; FX headwinds temper near-term margins but fundamentals remain" [X Link](https://x.com/allday_stocks/status/2020830989799367007) 2026-02-09T12:03Z [----] followers, [---] engagements "$LLY Eli Lilly to acquire Orna Therapeutics Deal value up to $2.4B in cash (upfront + clinical milestones) Expands Lillys push into in vivo cell therapies Lead asset ORN-252: CD19-targeting in vivo CAR-T for autoimmune diseases Platform based on circular RNA + novel LNP delivery aiming for more durable expression https://twitter.com/i/web/status/2020831188932329744 https://twitter.com/i/web/status/2020831188932329744" [X Link](https://x.com/allday_stocks/status/2020831188932329744) 2026-02-09T12:04Z [----] followers, [---] engagements "$MNDY -12.1% after earnings $MNDY monday Q4 & FY2025 earnings Revenue (Q4): $333.9M (+25% YoY) FY2025 Revenue: $1.232B (+27% YoY) Non-GAAP Op Margin (FY): 14% Adj. FCF (FY): $322.7M Business highlights Upmarket momentum: customers $50k ARR = 41% of ARR Record adds in $100k ARR $MNDY monday Q4 & FY2025 earnings Revenue (Q4): $333.9M (+25% YoY) FY2025 Revenue: $1.232B (+27% YoY) Non-GAAP Op Margin (FY): 14% Adj. FCF (FY): $322.7M Business highlights Upmarket momentum: customers $50k ARR = 41% of ARR Record adds in $100k ARR" [X Link](https://x.com/allday_stocks/status/2020831774847418453) 2026-02-09T12:06Z [----] followers, [---] engagements "$NVO Novo Nordisk files lawsuit against $HIMS Hims & Hers Health Alleges patent infringement related to Wegovy and Ozempic Seeks court injunction to stop HIMS from selling unapproved drugs Says action is to protect patients from unsafe knock-off GLP-1 products" [X Link](https://x.com/allday_stocks/status/2020832216591585543) 2026-02-09T12:08Z [----] followers, [---] engagements "$ORCL Oracle DA Davidson upgrades to Buy 📈 PT $180 Current $146.5 (Upside 23%) Upgrade driven by improving OpenAI outlook Expects OpenAI with fresh capital to meet commitments to Oracle Removes a key overhang on Oracles AI and cloud growth thesis" [X Link](https://x.com/allday_stocks/status/2020835949148774721) 2026-02-09T12:23Z [----] followers, [---] engagements "$NVO NOVO NORDISK - SHARE REPURCHASE PROGRAMME UP TO DKK [--] BLN" [X Link](https://x.com/allday_stocks/status/2020836078899634302) 2026-02-09T12:24Z [----] followers, [---] engagements "$HOOD Robinhood Wolfe Research upgrades to Outperform 📈 PT $125 Current $85.2 (Upside 47%) Selloff creates attractive entry point Rising EPS power from operating leverage Product expansion and international growth drive upside" [X Link](https://x.com/allday_stocks/status/2020840369483624567) 2026-02-09T12:41Z [----] followers, [---] engagements "$CRM $NOW Dan Ives pushes back on the software doom narrative Wedbush adds Salesforce and ServiceNow back to the IVES AI [--] list after the recent software Armageddon selloff. Ives says the market assumption that large-cap software is structurally broken is wrong and he strongly disagrees. Takeaway: recent weakness seen as a reset not a thesis break for core enterprise software leaders. https://twitter.com/i/web/status/2020841536108339336 https://twitter.com/i/web/status/2020841536108339336" [X Link](https://x.com/allday_stocks/status/2020841536108339336) 2026-02-09T12:45Z [----] followers, [---] engagements "CHATGPT EXCEEDING 10% MONTHLY GROWTH - CNBC $MSFT" [X Link](https://x.com/allday_stocks/status/2020849814120824840) 2026-02-09T13:18Z [----] followers, [---] engagements "$GOOGL ALPHABET SEEKING TO RAISE ABOUT $15 BLN FROM US BOND SALE" [X Link](https://x.com/allday_stocks/status/2020849978545979883) 2026-02-09T13:19Z [----] followers, [---] engagements "$MU trading lower after Yonhap reported Samsung plans to start HBM4 mass production as early as this month for Nvidias next-gen Vera Rubin AI platform. Samsung reportedly cleared Nvidia qualification and secured orders Micron guided HBM4 ramp in Q2 [----] implying later market entry Raises fresh share-risk concerns in the high-margin HBM segment $MU 2.8% pre-market https://twitter.com/i/web/status/2020850575965909488 https://twitter.com/i/web/status/2020850575965909488" [X Link](https://x.com/allday_stocks/status/2020850575965909488) 2026-02-09T13:21Z [----] followers, [---] engagements "$BMNR Bitmine Immersion Technologies reports ETH holdings reached 4.326M tokens and total crypto + cash of $10.0B. 2.87M ETH staked ($6.2B at $2125/ETH); MAVAN staking solution on track for Q1 [----] Owns 3.58% of total ETH supply 72% of the way to the Alchemy of 5% target in [--] months Closed initial $200M investment into Beast Industries Breakdown: 4.326M ETH $595M cash plus other crypto and moonshot investments Claims leadership among crypto treasury peers in NAV/share growth velocity and BMNR trading liquidity https://twitter.com/i/web/status/2020859376743952469" [X Link](https://x.com/allday_stocks/status/2020859376743952469) 2026-02-09T13:56Z [----] followers, [---] engagements "$HIMS responds to Novo Nordisk lawsuit calling it a direct attack on consumer choice and access. Hims & Hers Health says Big Pharma is weaponizing the US legal system Argues lawsuit targets compounded medications relied on by millions of Americans Frames the case as broader than one drug or company impacting US pharmacy practice Reiterates commitment to choice affordability and access Context: lawsuit brought by Novo Nordisk https://twitter.com/i/web/status/2020859948779872427 https://twitter.com/i/web/status/2020859948779872427" [X Link](https://x.com/allday_stocks/status/2020859948779872427) 2026-02-09T13:58Z [----] followers, [---] engagements "$MNDY monday DA Davidson reiterates Buy 📈 PT lowered $150 (from $250) Current $78.75 (Upside 91%) PT cut reflects longer sales cycles and reduced FY26 estimates Customer checks weaker for newer products (Service) core work management still viewed very positively No signs customers are replacing monday with in-house solutions https://twitter.com/i/web/status/2020861477280690404 https://twitter.com/i/web/status/2020861477280690404" [X Link](https://x.com/allday_stocks/status/2020861477280690404) 2026-02-09T14:04Z [----] followers, [---] engagements "$OPEN Opendoor Technologies UBS raises PT maintains Neutral 📈 PT raised $5.00 (from $1.60) Current $4.80 (Upside 4%) UBS analyst Lloyd Walmsley lifts PT by 213% Neutral rating maintained despite sharp PT increase Move reflects improved outlook vs. prior assumptions https://twitter.com/i/web/status/2020866354597810519 https://twitter.com/i/web/status/2020866354597810519" [X Link](https://x.com/allday_stocks/status/2020866354597810519) 2026-02-09T14:24Z [----] followers, [---] engagements "$NVO Novo Nordisk TD Cowen reiterates Buy 📈 PT $70 Current $49.80 (Upside 41%) Buy rating reiterated; PT unchanged Sees potential tailwind from FDA action on GLP-1 compounding Notes impact remains uncertain and timing unclear" [X Link](https://x.com/allday_stocks/status/2020868099352805674) 2026-02-09T14:31Z [----] followers, [---] engagements "$NVO FDA flags Novo Nordisk Wegovy TV ad as false or misleading" [X Link](https://x.com/allday_stocks/status/2020880555844460676) 2026-02-09T15:20Z [----] followers, [---] engagements "Scheduled U.S. IPOs Week of 02/09/26 Clear Street Group $CLRS $1.0B Nasdaq Lead: Goldman Sachs Cloud-native brokerage clearing and capital markets services (NY) AGI (Agibank) $AGBK $720M NYSE Lead: Goldman Sachs Brazilian digital bank focused on social security-backed loans SOLV Energy $MWH $482M Nasdaq Lead: Jefferies Solar and battery storage construction services (San Diego) ARKO Petroleum $APC $200M Nasdaq Lead: UBS Fuel distribution to gas stations and wholesalers (Richmond) Jaguar Uranium $JAGU $30M NYSE American Lead: Titan Partners Uranium exploration projects in Colombia and" [X Link](https://x.com/allday_stocks/status/2020888095332221065) 2026-02-09T15:50Z [----] followers, [---] engagements "Todays earnings after the close $ON $AMKR $SVM $MEDP $ACM $PNNT $UPWK $GT $PFLT $ACGL $SSD $UDR $CHGG $CINF $ICHR $GTM" [X Link](https://x.com/allday_stocks/status/2020965688245092852) 2026-02-09T20:59Z [----] followers, [----] engagements "$AMKR Amkor Technology Reports Q4 & FY [----] Results Revenue: $1.89B (Q4 +16% YoY) EPS: $0.69 (Q4) FY Revenue: $6.71B (+6% YoY) FY EPS: $1.50 EBITDA: $1.16B Free Cash Flow: $308M Guidance (Q1 2026): Revenue $1.60B$1.70B EPS $0.18$0.28 Gross Margin 12.5%13.5% CapEx 2026: $2.5B$3.0B 💬 Record advanced packaging and computing revenue in 2025; company enters [----] with continued investment focus on advanced packaging growth. https://twitter.com/i/web/status/2020967214782820786 https://twitter.com/i/web/status/2020967214782820786" [X Link](https://x.com/allday_stocks/status/2020967214782820786) 2026-02-09T21:05Z [----] followers, [---] engagements "Cipher Mining $CIFR will release its fourth quarter and full year [----] financial results before U.S. markets open on February [--] 2026" [X Link](https://x.com/allday_stocks/status/2020968248993264096) 2026-02-09T21:09Z [----] followers, [---] engagements "$MEDP Medpace Reports Q4 & FY [----] Results Revenue: $708.5M (Q4 +32% YoY) $2.53B (FY +20% YoY) EPS (GAAP): $4.67 (Q4) $15.28 (FY) EBITDA: $160.2M (Q4 +20% YoY) $557.7M (FY) Backlog: $3.03B (+4.3% YoY) Book-to-bill: 1.04x (Q4) 1.05x (FY) Cash: $497.0M Share Repurchases (FY): $912.9M Guidance 2026: Revenue $2.755$2.855B EPS $16.68$17.50 EBITDA $605$635M 💬 Strong revenue growth and solid bookings in 2025; [----] outlook points to continued expansion with moderated growth rates. https://twitter.com/i/web/status/2020970709082648970 https://twitter.com/i/web/status/2020970709082648970" [X Link](https://x.com/allday_stocks/status/2020970709082648970) 2026-02-09T21:18Z [----] followers, [---] engagements "$SHOP Shopify MoffettNathanson upgrades to Buy 📈 PT $150 (from $122) Current $120.5 (Upside 24%) Upgrade driven by valuation dislocation after software selloff; viewed as an attractive long-term entry Analyst sees Shopify as a winner in AI-driven conversational commerce not threatened by AI MoffettNathanson 15% above Street on FY26 non-GAAP operating income estimates https://twitter.com/i/web/status/2020973579030893032 https://twitter.com/i/web/status/2020973579030893032" [X Link](https://x.com/allday_stocks/status/2020973579030893032) 2026-02-09T21:30Z [----] followers, [---] engagements "$GT Goodyear Reports Q4 & FY [----] Results Revenue: $4.9B (Q4) $18.3B (FY) Net Income: $105M (Q4) Net Loss: $1.7B (FY non-cash impairments) Adj. Net Income: $113M (Q4) Segment Operating Income: $416M (Q4) Goodyear Forward: $192M benefit (Q4) $1.25B cumulative Divestiture Proceeds: $2.3B https://twitter.com/i/web/status/2020974504759992631 https://twitter.com/i/web/status/2020974504759992631" [X Link](https://x.com/allday_stocks/status/2020974504759992631) 2026-02-09T21:34Z [----] followers, [---] engagements "$RGNX REGENXBIO Receives FDA CRL for RGX-121 BLA (MPS II) Regulatory: FDA issued Complete Response Letter (Feb [--] 2026) Concerns: Definition of neuronopathic population; external natural-history control; CSF HS D2S6 surrogate endpoint Next Steps: Type A meeting planned; additional analyses and longer-term clinical data to support resubmission Market Reaction: 21% after hours https://twitter.com/i/web/status/2020980414454673713 https://twitter.com/i/web/status/2020980414454673713" [X Link](https://x.com/allday_stocks/status/2020980414454673713) 2026-02-09T21:57Z [----] followers, [---] engagements "📅 Tuesday February [--] [----] ☕ Morning Briefing 🕒 All times in ET 🔎 Market Overview: Continuation of a single-stockdriven tape. Focus is firmly on large-cap earnings software and consumer reactions and U.S. retail sales as the key macro catalyst. Options flows and event risk remain elevated as markets look for confirmation after the rebound. 📊 Economic Data / Macro: U.S. Retail Sales (MoM Dec) 8:30 AM ET 💰 Earnings Pre-Market: $SPOT Spotify 6:00 AM $KO Coca-Cola 6:55 AM $CVS CVS Health 6:30 AM $RACE Ferrari 6:20 AM $OSCR Oscar Health 6:00 AM $HAS Hasbro 6:30 AM $XYL Xylem 6:55 AM $DDOG" [X Link](https://x.com/allday_stocks/status/2021122771380568123) 2026-02-10T07:23Z [----] followers, [---] engagements "$TSM TSMC posts record January revenue January revenue +37% YoY to NT$401.26B ($12.7B) all-time monthly high Eases fears of AI demand slowdown after recent deceleration [----] capex reaffirmed at $52B$56B (+27%37% YoY) [----] revenue growth expected at 30% accelerating vs. [----] https://twitter.com/i/web/status/2021129231074243034 https://twitter.com/i/web/status/2021129231074243034" [X Link](https://x.com/allday_stocks/status/2021129231074243034) 2026-02-10T07:48Z [----] followers, [---] engagements "$SPOT Spotify Earnings Beat Revenue: $5.396B (Est. $5.37B) 🟢 EPS: $5.28 (Est. $3.30) 🟢 YoY: EPS +189% Revenue +22% QoQ: EPS +40% Revenue +10% 💬 Spotify delivered a strong earnings and revenue beat with broad-based growth across profitability and top-line metrics. https://twitter.com/i/web/status/2021177923005288450 https://twitter.com/i/web/status/2021177923005288450" [X Link](https://x.com/allday_stocks/status/2021177923005288450) 2026-02-10T11:02Z [----] followers, [----] engagements "$OSCR -10% pre-market after earnings $OSCR Oscar Health Reports Q4 & FY [----] Results Revenue: $2.81B (Q4) $11.70B (FY) EPS (GAAP): $1.35 (Q4) $1.69 (FY) Adjusted EBITDA: $307.8M (Q4) $279.8M (FY) Members: 3.4M (record) Guidance 2026: Revenue $18.7B$19.0B Operating Income $250M$450M $OSCR Oscar Health Reports Q4 & FY [----] Results Revenue: $2.81B (Q4) $11.70B (FY) EPS (GAAP): $1.35 (Q4) $1.69 (FY) Adjusted EBITDA: $307.8M (Q4) $279.8M (FY) Members: 3.4M (record) Guidance 2026: Revenue $18.7B$19.0B Operating Income $250M$450M" [X Link](https://x.com/allday_stocks/status/2021178175573615024) 2026-02-10T11:03Z [----] followers, [----] engagements "Microchip Technology Announces Upsize and Pricing of Offering of $800 Million of Convertible Senior Notes $MCHP" [X Link](https://x.com/allday_stocks/status/2021189151362593106) 2026-02-10T11:47Z [----] followers, [---] engagements "$DDOG Datadog Q4 & FY [----] Earnings Revenue: $953M (Q4 +29% YoY) $3.43B (FY +28% YoY) Operating Income (GAAP): $9M (Q4) Operating Margin (Non-GAAP): 24% (Q4) 22% (FY) Operating Cash Flow: $327M (Q4) $1.05B (FY) Free Cash Flow: $291M (Q4) $915M (FY) Guidance 2026: Provided for revenue non-GAAP operating income and non-GAAP EPS https://twitter.com/i/web/status/2021192692839969117 https://twitter.com/i/web/status/2021192692839969117" [X Link](https://x.com/allday_stocks/status/2021192692839969117) 2026-02-10T12:01Z [----] followers, [---] engagements "$IBM IBM Launches Agentic AI-Powered FlashSystem Portfolio Introduces FlashSystem [----] [----] [----] with FlashSystem services Up to 40% higher data efficiency and ransomware detection 60s New 5th-gen FlashCore Module with up to 105TB per drive Scales to [----] PBe per system; management effort 90% claimed General availability: March [--] [----] https://twitter.com/i/web/status/2021192935333601688 https://twitter.com/i/web/status/2021192935333601688" [X Link](https://x.com/allday_stocks/status/2021192935333601688) 2026-02-10T12:02Z [----] followers, [---] engagements "$JMIA Jumia Q4 & FY [----] Earnings GMV: $279.5M (Q4 +36% YoY) $818.6M (FY) Revenue: $61.4M (Q4 +34% YoY) $188.9M (FY) Operating Cash Use: $1.7M (Q4) Liquidity: $77.8M Outlook: Adj. EBITDA breakeven: Q4 [----] Positive cash flow: Q4 [----] Full-year profitability: [----] https://twitter.com/i/web/status/2021193145627652322 https://twitter.com/i/web/status/2021193145627652322" [X Link](https://x.com/allday_stocks/status/2021193145627652322) 2026-02-10T12:02Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@allday_stocks alldaystocks | 24/7 Market News
Several companies have recently reported strong quarterly earnings, including technology and energy firms. Notable mentions include $AMD, $LYFT, $APPL, and $FIG, which have all seen significant growth and raised their full-year outlook. Additionally, $TSLA and $INTC have made headlines with potential collaborations, and $SLSR has announced a promising project with a $4.6 billion NPV.
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Social Influence
Social category influence stocks #4892 finance 35.78% technology brands 21.99% cryptocurrencies 16.06% countries 4.71% automotive brands 4.19% financial services #2517 exchanges #4026 luxury brands 1.4% social networks 1.4%
Social topic influence strong 13.61%, cash flow #413, flow 9.77%, ai #4649, market #727, growth #1950, gainers #80, health 4.54%, dividend #992, eps #139
Top accounts mentioned or mentioned by @thekanakanative @financejack44 @grok @inxpensveinvest @uvyatm @yoyoyeah_ @thetruebluedog @kh2014000 @cobratruco @mark_to_mkt @trade_velocity @vsia21651 @hap0606 @jeaneur8 @rayt168 @bigmacattack41
Top assets mentioned Hims & Hers Health, Inc. (HIMS) Novo-Nordisk (NVO) Cloudflare, Inc. (NET) Western Digital Corp (WDC) Sandisk Corporation (SNDK) Goldman Sachs (GS) AppLovin Corporation (APP) Alphabet Inc Class A (GOOGL) S&P Global Inc (SPGI) Microchip Technology Inc. (MCHP) Morgan Stanley (MS) Cipher Mining Inc. Common Stock (CIFR) Bloom Energy Corporation (BE) Anbio Biotechnology (NNNN) Enphase Energy Inc (ENPH) USA Rare Earth, Inc. Class A Common Stock (USAR) TeraWulf Inc. (WULF) Palantir Technologies Inc. (PLTR) Amazon.com, Inc. (AMZN) Hinge Health, Inc. (HNGE) United Microelectronic Corp. (UMC) Credo Technology Group Holding Ltd (CRDO) Roblox Corp. (RBLX) Galaxy Digital Inc. (GLXY) Bitcoin (BTC) Iris Energy Limited (IREN) Bill.com Holdings, Inc. (BILL) Robinhood Markets, Inc. (HOOD) Moderna Inc (MRNA) Coherent Inc (COHR) Fluence Energy, Inc. (FLNC) Unity Software Inc. (U) Lyft, Inc. Class A Common Stock (LYFT) Affirm Holdings, Inc. (AFRM) Msci Inc (MSCI)
Top Social Posts
Top posts by engagements in the last [--] hours
"Affirm and Wayfair expand partnership to the UK and Canada $AFRM $W"
X Link 2026-02-05T21:16Z [----] followers, [---] engagements
"$COUR Coursera Beats Revenue EPS In-Line Revenue: $196.9M (Est. $191.8M) 🟢 EPS: $0.06 (Est. $0.06) ⚪ 💬 Revenue growth offset by lower YoY EPS results largely driven by topline strength"
X Link 2026-02-05T21:18Z [----] followers, [---] engagements
"$HUBS HubSpot Q4 & FY2025 Results Q4 Revenue: $846.7M (+20%) Q4 Non-GAAP Op Margin: 22.6% Q4 Non-GAAP EPS: $3.09 FY Revenue: $3.13B (+19%) FY Non-GAAP Op Income: $581.9M (18.6% margin) FY Non-GAAP EPS: $9.70 Customers: [------] (+16%) Cash/Investments: $1.8B FY Non-GAAP FCF: $594.9M [----] Guide: Q1 Revenue: $862M$863M FY Revenue: $3.69B$3.70B FY Non-GAAP EPS: $12.38$12.46 Buyback Authorization: $1.0B https://twitter.com/i/web/status/2021692544145297693 https://twitter.com/i/web/status/2021692544145297693"
X Link 2026-02-11T21:07Z [----] followers, [---] engagements
"📊 Today's Earnings Before Market Open via $CVS $RBLX $ABBV $MA $CCJ $BLDR $NCLH $SHAK $CRS $HWM $BMY $ALNY $CMCSA $PWR $RACE $SPGI $CI $EME $MLCO $MPW $WRD $SO $CVE $APLS $APTV $BIIB $ATI $BAX $APD $APG $ICE $GOOS $HII $SHEL $SIRI $SAN $PCG $VMC $LSPD $IDCC $XRX $XYL $TFX $VCEL $ING $ITT $MAS $MEOH $KEX $LAUR http://overnightstocks.com http://overnightstocks.com"
X Link 2025-07-31T09:41Z [----] followers, [----] engagements
"$LOGC ContextLogic Q325 Earnings Highlights 🔹 Net Loss: $1M (flat YoY) 🔹 Cash & Equivalents: $102M 🔹 Marketable Securities: $116M 🔹 Total Liquidity: $218M 🔹 Interest Income: $2M (mainly U.S. government instruments) 🔹 G&A Expenses: $3M (incl. $1M stock comp $1M strategic transaction costs) 🔹 Additional Financing: $75M option via subsidiary preferred unit issuance (conditional on acquisition) ContextLogic remains in restructuring mode maintaining solid liquidity while evaluating strategic alternatives. https://twitter.com/i/web/status/1983265383441138144"
X Link 2025-10-28T20:11Z [----] followers, [---] engagements
"$DT Dynatrace Q2 FY2026 Earnings Beats Across Metrics Raises Full-Year Outlook Revenue: $494M (+18% Y/Y +17% CC) 🟢 ARR: $1.90B (+17% Y/Y +16% CC) Subscription Revenue: $473M (+18% Y/Y +17% CC) GAAP EPS: $0.19 Non-GAAP EPS: $0.44 (Est. $0.40) 🟢 GAAP Operating Margin: 15% Non-GAAP Margin: 31% Free Cash Flow: $28M (6% margin) Share Repurchases: $50M in Q2; $268M total to date FY26 Guidance Raised: Revenue: $1.985B$1.995B (was $1.970B$1.985B) ARR: $2.01B$2.03B (was $1.99B$2.00B) Non-GAAP EPS: $1.62$1.64 (was $1.58$1.61) 💬 CEO: Strong demand for AI-powered observability and large-scale cloud"
X Link 2025-11-05T11:34Z [----] followers, [---] engagements
"$LAR Lithium Argentina Q3 [----] Results & PPG Study Revenue: $58M Production: [----] t LiCO (YTD [-----] t) Avg. Realized Price: $7522/t Cash Cost: $6285/t (YTD $6322/t) Net Loss: $64.5M Guidance: On track to exceed 3035k t [----] target PPG Scoping Study: After-tax NPV% $8.1B IRR 33% @ $18k/t Resource: [----] Mt LCE Stage [--] capex $1.1B Financing: $130M six-year facility from Ganfeng 💬 PPG study highlights strong project economics and scalability as Lithium Argentina advances toward growth beyond Cauchari-Olaroz. https://twitter.com/i/web/status/1987850430785679703"
X Link 2025-11-10T11:50Z [----] followers, [---] engagements
"$CXM Sprinklr Q3 Earnings Revenue: $219.1M Subscription Revenue: $190.3M Net Cash From Operations: $20.0M Free Cash Flow: $15.5M RPO: 5% YoY cRPO: +3% YoY $1M+ Customers: [---] GAAP Operating Income: $11.6M Non-GAAP Operating Income: $33.5M GAAP EPS: $0.01 Non-GAAP EPS: $0.12 Cash & Equivalents: $480.3M Guidance (Q4 FY26): Subscription Revenue: $191M$192M Total Revenue: $216.5M$217.5M Non-GAAP Operating Income: $29M$30M Non-GAAP EPS: $0.09$0.10 Guidance (FY26): Subscription Revenue: $754M$755M Total Revenue: $853M$854M Non-GAAP Operating Income: $137.5M$138.5M Non-GAAP EPS: $0.43$0.44 💬"
X Link 2025-12-03T12:10Z [----] followers, [---] engagements
"After-Hours Movers Dec [--] Top Gainers $ORCL Oracle +3.42% $CRWV CoreWeave +3.27% $LFST LifeStance Health +3.03% $SEI Solaris Energy Infrastructure +2.83% $SAIL SailPoint +2.57% Top Losers $NKE Nike 10.39% $SBS Sabesp + 6.17% $BMO Bank of Montreal 5.44% $LWB Lamb Weston 3.42% $KBH KB Home 3.19% https://twitter.com/i/web/status/2001790478023278656 https://twitter.com/i/web/status/2001790478023278656"
X Link 2025-12-18T23:03Z [----] followers, [---] engagements
"Pre-Market Movers January [--] Top Gainers $RGC ReGenCell Bioscience +29.9% $PBF PBF Energy +18.3% $VLO Valero Energy +10.1% $MPC Marathon Petroleum +9.7% $HAL Halliburton +9.5% $SLB Schlumberger +9.0% $WFRD Weatherford +8.8% $COP ConocoPhillips +7.6% $BKR Baker Hughes +7.5% $CVX Chevron +6.5% $PSX Phillips [--] +6.0% $LBRT Liberty Energy +5.9% $NGD New Gold +5.4% $CRK Comstock Resources +5.4% $BEKE KE Holdings +4.9% Top Losers $NMRK Newmark Group 8.5% $CMCSA Comcast 4.6% $EQNR Equinor 3.9% $CNQ Canadian Natural Resources 3.8% $TAL TAL Education 3.7% $NTES NetEase 3.5% $SPRAD Sportradar 3.4% $ELAN"
X Link 2026-01-05T09:19Z [----] followers, [---] engagements
"$TEM Tempus AI preliminary Q4 & FY25 results (strong growth) FY25 (prelim unaudited): Revenue: $1.27B (+83% YoY; 30% organic excl. Ambry) Diagnostics: $955M (+111% YoY) Oncology volume +26% Hereditary +29% Data & Applications: $316M (+31% YoY) Insights / data licensing +38% Net revenue retention: 126% TCV: $1.1B (record) Q4 FY25 (prelim): Revenue: $367M (+83% YoY) Diagnostics: $266M (+121% YoY) Oncology +29% Hereditary +23% Data & Applications: $100M (+25% YoY; Insights +68% ex-AZN warrant) Notes: Record Data & Apps quarter; accelerating genomics volumes Presenting at J.P. Morgan Healthcare"
X Link 2026-01-11T22:43Z [----] followers, [----] engagements
"Goldman Sachs Top AI-Positioned Business Services Stocks for [----] 🔼 Best positioned to benefit from AI: $FICO $MCO $MSCI $SPGI $TRI $VRSK Strong proprietary data Deeply embedded workflows Scale advantages and sufficient AI investment ⚠ AI disintermediation risk: $FDS $HRB $RHI Limited proprietary data Labor-intensive models vulnerable to automation Pressure on earnings and valuation multiples 📌 [----] themes (Goldman): Healthy debt issuance growth Rapid expansion in private credit & private markets data Improving buy-side and sell-side budgets Solid consumer credit trends 📈 Ratings: Buy:"
X Link 2026-01-14T10:53Z [----] followers, [---] engagements
"$ISRG Intuitive Surgical Preliminary 4Q25 & FY25 Revenue 4Q25 Revenue (prelim): $2.87B (+19% YoY) 4Q24 Revenue: $2.41B FY25 Revenue (prelim): $10.06B (+21% YoY) FY24 Revenue: $8.35B Drivers: higher procedure volume increased da Vinci system placements expanding installed base -5.9% pre-market https://twitter.com/i/web/status/2011443552882917846 https://twitter.com/i/web/status/2011443552882917846"
X Link 2026-01-14T14:21Z [----] followers, [---] engagements
"$XYL Xylem AI water demand to surge 130% by [----] AI could add [--] trillion liters of annual water demand by mid-century Main drivers: power generation (54%) semiconductor fabrication (42%) data centers (4%) Nearly 40% of existing data centers already sit in high water-stress regions Study argues demand can be offset via wastewater reuse leak reduction and digital water infrastructure Calls for a coordinated water transition to support AI growth without straining communities https://twitter.com/i/web/status/2011456075023737044 https://twitter.com/i/web/status/2011456075023737044"
X Link 2026-01-14T15:11Z [----] followers, [---] engagements
"ARK Trade Cathie Wood ARK Investment buys 143K shares of $AVGO (Broadcom) ARK Investment buys 57K shares of $KLAR (Klarna)"
X Link 2026-01-15T08:18Z [----] followers, [---] engagements
"$MTB M&T Bank Q4 Earnings Revenue (NII): $1.78B (Est. $1.80B) 🔻 EPS (Adj.): $4.72 EPS (GAAP): $4.67 Net Income: $759M Net Interest Margin: 3.69% CET1 Capital Ratio: 10.84% Provision for Credit Losses: $125M 💬 Net interest income came in slightly below estimates while capital and margins remained solid. https://twitter.com/i/web/status/2012110917924753673 https://twitter.com/i/web/status/2012110917924753673"
X Link 2026-01-16T10:33Z [----] followers, [---] engagements
"$CXM Sprinklr Citizens reiterates Market Outperform 📈 PT $17.00 Current $6.96 (Upside 144%)"
X Link 2026-01-16T10:45Z [----] followers, [---] engagements
"DAX Weekly Winners & Losers Performance (Jan 1216) Index +0.14% Flat index with selective upside: utilities energy and defensives provided support while software autos and telecom dragged on performance. --- 🔝 Top Performers of the Week $ENR Siemens Energy +8.30% $RWE RWE +7.38% $BAYN Bayer +6.78% $SY1 Symrise +4.85% $BEI Beiersdorf +3.56% $EOAN E.ON +3.45% $DTG Daimler Truck +3.13% $ZAL Zalando +3.13% $G1A GEA Group +2.85% $SIE Siemens +2.38% --- 🔻 Worst Performers of the Week $FME Fresenius Medical Care 5.14% $SAP SAP 4.80% $CON Continental 4.78% $DTE Deutsche Telekom 4.75% $ADS adidas"
X Link 2026-01-18T13:08Z [----] followers, [---] engagements
"$IBKR Interactive Brokers EPS Beat Revenues Up YoY Revenue: $1.64B (Adj. $1.67B) 🟢 EPS: $0.63 GAAP $0.65 Adj. 🟢 Pretax Income: $1.30B (Adj. $1.33B) Pretax Margin: 79% (vs. 75% YoY) Commission Revenue: $582M (+22% YoY) Net Interest Income: $966M (+20% YoY) Customer Accounts: 4.40M (+32% YoY) Customer Equity: $779.9B (+37% YoY) DARTs: 4.04M (+30% YoY) Dividend: $0.08 quarterly (payable Mar [--] 2026) 💬 Interactive Brokers delivered YoY growth in EPS and revenues driven by higher trading volumes stronger net interest income expanding client base and improved margins."
X Link 2026-01-20T21:03Z [----] followers, [---] engagements
"$SLB Schlumberger Earnings Beat Revenue: $9.75B (Est. $9.55B) 🟢 EPS: $0.78 (Est. $0.74) 🟢 Adj. EBITDA: $2.33B (Est. $2.31B) 🟢 CapEx: $516M (Est. $576.3M) 🟢 Well Construction Revenue: $2.95B (Est. $2.94B) 🟢"
X Link 2026-01-23T11:55Z [----] followers, [---] engagements
"$BKR Baker Hughes Q4 & FY [----] Results Q4 Revenue: $7.4B (flat YoY) Q4 EPS (GAAP): $0.88 Q4 EPS (Adj.): $0.78 Q4 Adj. EBITDA: $1.34B (+2% YoY) Q4 Orders: $7.9B (IET $4.0B) Record RPO: $35.9B (IET $32.4B) Q4 FCF: $1.34B FY Revenue: $27.7B (flat YoY) FY EPS (GAAP / Adj.): $2.60 / $2.60 FY Adj. EBITDA: $4.83B (+5% YoY) FY Orders: $29.6B (IET record $14.9B) FY FCF: $2.73B https://twitter.com/i/web/status/2015558950297444444 https://twitter.com/i/web/status/2015558950297444444"
X Link 2026-01-25T22:54Z [----] followers, [---] engagements
"US power outages surge: gas supply constraints and extreme cold strain the grid Potential beneficiaries: Generac $GNRC rising demand for backup power solutions during blackouts Quanta Services $PWR grid repairs maintenance and infrastructure expansion Cheniere Energy $LNG LNG exports tighten domestic gas supply Targa Resources $TRGP benefits from higher volumes and pricing leverage in midstream energy https://twitter.com/i/web/status/2015565930714267970 https://twitter.com/i/web/status/2015565930714267970"
X Link 2026-01-25T23:22Z [----] followers, [---] engagements
"$SLB Schlumberger RBC Capital raises PT reiterates Outperform 📈 PT $54 Current $49.4 (Upside 9.3%)"
X Link 2026-01-26T09:29Z [----] followers, [---] engagements
"$WRB W. R. Berkley Earnings Beat Revenue: $3.72B (Est. $3.18B) 🟢 EPS: $1.13 (Est. $1.12) 🟢 ROE: 21.4% Book value/share: +5.2% (pre-dividends & buybacks) Combined ratio: 89.4% (current accident year 87.9%) Pricing: 7.1% avg. rate increases ex-workers comp 💬 Strong underwriting and pricing drove a modest EPS beat and a sizable revenue upside. https://twitter.com/i/web/status/2015898160779165881 https://twitter.com/i/web/status/2015898160779165881"
X Link 2026-01-26T21:22Z [----] followers, [---] engagements
"$ZS Zscaler launches AI Security Suite New suite to govern generative AI and prepare for agentic AI Tools to inventory AI apps control access and protect AI infrastructure Positions Zscaler for rising enterprise AI security demand Pre-market: +2%"
X Link 2026-01-27T11:34Z [----] followers, [---] engagements
"$KMB Kimberly-Clark Earnings Beat & Outlook Revenue: $4.08B (Est. $4.09B) ⚪ EPS: $1.86 (Est. $1.81) 🟢 [----] Outlook: Organic sales: In line to ahead of category growth (2%) Reported sales: [--] bps from exit of U.S. private-label diapers Adj. operating profit: Mid-to-high single-digit growth (ccy) Adj. EPS (cont. ops): Double-digit growth (ccy) Adj. EPS (total): Flat (ccy); +130 bps FX tailwind https://twitter.com/i/web/status/2016112938503885053 https://twitter.com/i/web/status/2016112938503885053"
X Link 2026-01-27T11:35Z [----] followers, [---] engagements
"$AAL American Airlines Earnings Miss & Guidance Revenue: $14.0B (Est. $14.04B) ⚪ EPS: $0.16 (Est. $0.38) 🔻 Guidance: FY26 EPS: $1.70$2.70 (Est. $2.01) ⚪ Q1 [----] EPS: ($0.10)($0.50) (Est. ($0.29)) ⚪"
X Link 2026-01-27T12:04Z [----] followers, [---] engagements
"$QRVO Qorvo Reports Fiscal Q3 Results; Provides March Guidance Revenue: $993.0M (YoY +8.4%) EPS (Non-GAAP): $2.17 Gross Margin (Non-GAAP): 49.1% Operating Income (Non-GAAP): $247.6M Strength across all segments led by automotive Wi-Fi D&A base stations and power management Guidance (March 2026): Revenue $800M $25M; Non-GAAP GM 4849%; EPS $1.20 $0.15 💬 Management cited seasonal weakness at its largest customer and strategic resizing of the Android business as near-term headwinds. https://twitter.com/i/web/status/2016255931353595912 https://twitter.com/i/web/status/2016255931353595912"
X Link 2026-01-27T21:04Z [----] followers, [---] engagements
"$AMAT Applied Materials Mizuho upgrades to Outperform 📈 PT $370 Current $348 (Upside 6%)"
X Link 2026-01-28T08:13Z [----] followers, [---] engagements
"$ARRY Array Technologies Baird downgrades to Neutral 🔻 PT $11 Current $11.64 (Downside 6%)"
X Link 2026-01-28T08:16Z [----] followers, [---] engagements
"$NVDA China approves first H200 imports Reuters China cleared ByteDance Alibaba and Tencent to purchase 400000+ H200 chips combined Marks the first official batch approval for H200 imports Additional Chinese firms are now reportedly lining up for approvals Decision came during Jensen Huangs visit to China https://twitter.com/i/web/status/2016431475567018410 https://twitter.com/i/web/status/2016431475567018410"
X Link 2026-01-28T08:41Z [----] followers, [---] engagements
"$DHR Danaher Reports Q4 & FY2025 Results Initiates FY2026 Guidance Revenue (Q4): $6.8B (+4.5% YoY) Revenue (FY): $24.6B (+3.0% YoY) EPS (Q4 adj.): $1.66 EPS (FY adj.): $5.03 Operating Cash Flow (FY): $6.4B Free Cash Flow (FY adj.): $5.3B Guidance FY2026: Core revenue +36% adj. EPS $8.358.50 💬 Danaher delivered mid-single-digit growth in Q4 and FY2025 and initiated FY2026 guidance pointing to accelerating earnings leverage. https://twitter.com/i/web/status/2016466996745945153 https://twitter.com/i/web/status/2016466996745945153"
X Link 2026-01-28T11:02Z [----] followers, [---] engagements
"$T AT&T Beats EPS & Revenue Misses Postpaid Adds Revenue: $33.5B (Est. $32.87B) 🟢 EPS: $0.52 (Est. $0.46) 🟢 Wireless Postpaid Phone Net Adds: 421k (Est. 440k) 🔻 FY2026 EPS Guidance: $2.25$2.35 (Est. $2.21) 💬 Solid financial beat with a modest miss on postpaid subscriber adds; FY26 EPS outlook above consensus. https://twitter.com/i/web/status/2016473988512219333 https://twitter.com/i/web/status/2016473988512219333"
X Link 2026-01-28T11:30Z [----] followers, [---] engagements
"$GD General Dynamics Beats EPS & Revenue Revenue: $14.38B (Est. $13.78B) 🟢 EPS: $4.17 (Est. $4.11) 🟢 💬 Q4 results came in above expectations on both the top and bottom line"
X Link 2026-01-28T12:03Z [----] followers, [---] engagements
"$TEVA Teva Pharma Beats EPS & Revenue Issues FY26 Revenue Guidance Revenue: $4.71B (Est. $4.33B) 🟢 EPS: $0.96 (Est. $0.65) 🟢 FY2026 Revenue Guidance: $16.416.8B (Est. $16.9B) 💬 Strong Q4 beat on both EPS and revenue; FY26 revenue guidance slightly below consensus"
X Link 2026-01-28T12:51Z [----] followers, [---] engagements
"$MCHP Microchip BofA upgrades to Buy raises PT 📈 PT $95 Current $80 (Upside 19%) Sees AI & data center exposure as incremental growth driver Highlights A&D leadership as a structural strength Expects EBIT margin recovery to 40%+ as EPS visibility improves"
X Link 2026-01-28T12:57Z [----] followers, [---] engagements
"$INMD InMode Bloomberg M&A Rumor Offer $18 for 51% stake Current $16.2 (Upside 11%)"
X Link 2026-01-28T22:17Z [----] followers, [----] engagements
"$DB Deutsche Bank Q4 & FY25 Earnings Revenue (Q4): 7.73B (Est. 7.64B) 🟢 Pre-Tax Profit (Q4): 2.03B (Est. 1.95B) 🟢 Net Income (Q4): 1.30B (vs. 106M YoY) 🟢 FIC S&T Revenue (Q4): 2.00B (Est. 1.94B) 🟢 Revenue (FY25): 32.1B (Est. 31.9B) 🟢 Pre-Tax Profit (FY25): 9.7B Net Income (FY25): 7.1B Dividend: 1.00/sh Share Buyback: 1B authorized https://twitter.com/i/web/status/2016765183822016924 https://twitter.com/i/web/status/2016765183822016924"
X Link 2026-01-29T06:47Z [----] followers, [---] engagements
"Overnight Movers Jan [--] 🟢 Gainers $VIAV Viavi Solutions +9.37% $META Meta Platforms +9.19% $LBRT Liberty Energy +7.57% $IBM IBM +7.48% $BEKE KE Holdings +7.11% $WDC Western Digital +5.97% $LUV Southwest Airlines +5.60% $LRCX Lam Research +4.78% $GFI Gold Fields +4.78% $PAAS Pan American Silver +4.59% 🔻 Losers $USAR USA Rare Earth 11.22% $LVS Las Vegas Sands 9.88% $WHR Whirlpool 8.63% $JOBY Joby Aviation 7.33% $CLS Celestica 4.84% $URI United Rentals 4.67% $MP MP Materials 4.61% $NOW ServiceNow 4.45% $UMC United Microelectronics 4.14% $SEI Solaris Energy Infrastructure 4.04%"
X Link 2026-01-29T06:56Z [----] followers, [---] engagements
"$HON Honeywell Q4 Earnings & FY26 Guidance Revenue: $10.1B (Est. $10.02B) 🟢 EPS: $2.59 (Est. $2.54) 🟢 FY26 EPS Guidance: $10.35$10.65 (Est. $10.42)"
X Link 2026-01-29T11:02Z [----] followers, [---] engagements
"$FSLR First Solar BMO Capital downgrades to Market Perform 🔻 PT $263 Current $238 (Upside 11%) Downgrade driven by new competitive overhang risk Tesla signaling potential large-scale vertically integrated solar manufacturing Increased uncertainty around longer-term pricing power and demand visibility https://twitter.com/i/web/status/2016831524990013949 https://twitter.com/i/web/status/2016831524990013949"
X Link 2026-01-29T11:11Z [----] followers, [---] engagements
"$LAZ Lazard Q4 Earnings Revenue: $907M (Est. $845.3M) 🟢 EPS: $0.80 (Est. $0.69) 🟢"
X Link 2026-01-29T11:33Z [----] followers, [---] engagements
"$DOV Dover Corp. Q4 Earnings & FY26 Guidance Revenue: $2.10B (Est. $2.09B) 🟢 EPS: $2.51 (Est. $2.49) 🟢 FY26 EPS Guidance: $10.45$10.65 (Est. $10.63)"
X Link 2026-01-29T12:03Z [----] followers, [---] engagements
"$PHM PulteGroup Q4 Earnings Revenue: $4.61B (Est. $4.33B) 🟢 EPS: $2.88 (Est. $2.81) 🟢"
X Link 2026-01-29T12:03Z [----] followers, [---] engagements
"$NDAQ Nasdaq Q4 Earnings Revenue: $1.40B (Est. $1.37B) 🟢 EPS: $0.96 (Est. $0.92) 🟢"
X Link 2026-01-29T12:07Z [----] followers, [---] engagements
"Copper jumps 10% above $14400/ton (LME) and equities are reacting exactly as they should. Pre-market movers (Copper exposure): $ERO Ero Copper +10.3% $SCCO Southern Copper +7.9% $WRN Western Copper & Gold +3.7%"
X Link 2026-01-29T13:59Z [----] followers, [---] engagements
"$NOW ServiceNow Management pushes back on M&A concerns CEO Bill McDermott says ServiceNow is delivering the fastest organic growth in enterprise software history Recent acquisitions (Armis Veza) were strategic not driven by growth necessity No large-scale M&A planned going forward; growth strategy unchanged McDermott notes $10B market cap loss tied to deal concerns: The worry is gone you can give us back the market cap https://twitter.com/i/web/status/2016876934026707108 https://twitter.com/i/web/status/2016876934026707108"
X Link 2026-01-29T14:11Z [----] followers, [---] engagements
"$SCCO Southern Copper Q4 Earnings Revenue: $3.87B (Est. $3.73B) 🟢 EPS: $1.56 (Est. $1.54) 🟢 Solid copper pricing and volumes supported results amid strong metals backdrop"
X Link 2026-01-29T14:16Z [----] followers, [---] engagements
"Odds on Polymarket that Nebius $NBIS will be acquired before [----] just surged to 75%. Stock is down -7% today and no new M&A rumors are circulating or known"
X Link 2026-01-29T20:03Z [----] followers, 187.8K engagements
"$WDC Western Digital Q2 FY26 Earnings Beat; Strong Growth & Q3 Guidance Revenue: $3.02B (+25% Y/Y) 🟢 EPS: GAAP $4.73 Non-GAAP $2.13 🟢 Gross Margin: 46.1% (Non-GAAP) Free Cash Flow: $653M Guidance: Q3 FY26 Revenue $3.2B Non-GAAP EPS $2.30 $0.15"
X Link 2026-01-29T21:06Z [----] followers, [---] engagements
"$MXL MaxLinear Beats Q4 Estimates; Issues Q1 Outlook Revenue: $136.4M (Est. $134.82M) 🟢 EPS: $0.19 (Est. $0.18) 🟢 Guidance: Q1 [----] Revenue $130M$140M Gross Margin: GAAP 56%59% Non-GAAP 58%61% Operating Expenses: GAAP $85M$90M Non-GAAP $58M$64M"
X Link 2026-01-29T21:10Z [----] followers, [---] engagements
"$SNDR Schneider National Q4 [----] Results; Issues FY26 Guidance Revenue: Q4 $1.40B (vs. $1.34B Y/Y) EPS: Q4 $0.13 (vs. $0.18 Y/Y) 🔻 Adjusted EPS: Q4 $0.13 (vs. $0.20 Y/Y) 🔻 Income from Operations: $36.5M (vs. $42.4M Y/Y) Guidance: FY26 adjusted EPS $0.70$1.00 Capex: FY26 net capex $400M$450M https://twitter.com/i/web/status/2016983516848791564 https://twitter.com/i/web/status/2016983516848791564"
X Link 2026-01-29T21:15Z [----] followers, [---] engagements
"$SOFI SoFi Technologies Earnings Beat Revenue: $1.013B (Est. $982.4M) 🟢 EPS: $0.13 (Est. $0.12) 🟢 QoQ: EPS +18% Revenue +7% YoY: Revenue +37% EPS -55% 💬 SoFi delivered a modest beat on both revenue and EPS with strong year-over-year revenue growth and sequential profitability improvement. https://twitter.com/i/web/status/2017207168114544984 https://twitter.com/i/web/status/2017207168114544984"
X Link 2026-01-30T12:04Z [----] followers, [---] engagements
"$GEV GE Vernova Guggenheim upgrades to Buy 📈 PT $910 Current $752 (Upside 21%) FCF outlook raised to $2425.5B (202528) supporting materially higher buybacks without balance sheet stress Electrification upside: revenue scaling toward $20B by [----] with 25% EBITDA margins above company targets Valuation reset to 14x [----] EBITDA justified by visibility growth and peer premium https://twitter.com/i/web/status/2017246728773050595 https://twitter.com/i/web/status/2017246728773050595"
X Link 2026-01-30T14:41Z [----] followers, [---] engagements
"$AMD -4.7% Wells Fargo reiterates Buy-the-dip stance PT $345 Current $240 (Upside 44%) Wells Fargo says MI450 AI chips are not delayed dismissing supply rumors Selloff seen as sentiment-driven not fundamental PT $345 reiterated confidence in AMDs AI roadmap remains intact https://twitter.com/i/web/status/2017279578306134254 https://twitter.com/i/web/status/2017279578306134254"
X Link 2026-01-30T16:51Z [----] followers, [---] engagements
"$APP AppLovin Evercore ISI reiterates Buy 📈 PT $835 Current $476 (Upside 75%) Evercore says the recent selloff is directionally incorrect Core fundamentals and earnings power remain intact $835 PT reiterated sees significant disconnect between price and intrinsic value https://twitter.com/i/web/status/2017381123379089702 https://twitter.com/i/web/status/2017381123379089702"
X Link 2026-01-30T23:35Z [----] followers, [----] engagements
"$WULF TeraWulf Vanguard stake disclosed Vanguard Group reports 8.03% ownership (33.64M shares) Filing confirms beneficial ownership position Signals continued institutional interest in the name"
X Link 2026-01-31T10:33Z [----] followers, [---] engagements
"$EL.PA EssilorLuxottica Jefferies bullish into earnings (Feb 11) Shares 20% off since November Jefferies sees an attractive entry point AI-powered smart glasses expected to add +56pp to Q4 growth CC growth outlook raised to 11.512.0% driven by strong mid-term demand trends https://twitter.com/i/web/status/2018074583631614055 https://twitter.com/i/web/status/2018074583631614055"
X Link 2026-02-01T21:30Z [----] followers, [---] engagements
"$RVTY Revvity Inc. Q4 & FY2025 Earnings Initiates FY2026 Guidance Revenue: $772M (Q4) EPS (GAAP): $0.87 (Q4) Adj. EPS: $1.70 (Q4) FY Revenue: $2.856B FY Adj. EPS: $5.06 Guidance (FY26): Revenue $2.96B$2.99B Adj. EPS $5.35$5.45 💬 Q4 delivered solid revenue growth with Diagnostics outperforming while margins compressed across segments; FY2026 guidance implies modest organic growth and incremental earnings expansion. https://twitter.com/i/web/status/2018279868501217757 https://twitter.com/i/web/status/2018279868501217757"
X Link 2026-02-02T11:06Z [----] followers, [---] engagements
"$DIS Walt Disney Q1 FY26 Earnings Summary Revenue: $26.0B (+5% YoY) 🟢 EPS: $1.34 (vs $1.40 YoY) 🔻 Adj. EPS: $1.63 (vs $1.76) 🔻 Total segment OI: $4.6B (vs $5.1B) 🔻 Entertainment: Rev +7%; OI $1.1B (down $0.6B) SVOD OI $450M (up $189M) 🟢 Sports: OI $191M (down $56M) incl. $110M hit from YouTube TV carriage suspension 🔻 Experiences: Record rev $10.0B; OI $3.3B 🟢 FY26 outlook: Double-digit adj. EPS growth SVOD margin 10% $19B operating cash flow $7B buyback on track 💬 Streaming profitability improved and Experiences stayed strong but higher content/rights costs weighed on segment"
X Link 2026-02-02T11:44Z [----] followers, [---] engagements
"WBD stakeholders likely to vote on Netflix deal in March $WBD $NFLX"
X Link 2026-02-02T15:26Z [----] followers, [---] engagements
"$FN Fabrinet Q2 FY26 Earnings Beat Record Revenue and Strong Q3 Guidance Revenue: $1.13B (YoY +36%) 🟢 EPS: $3.11 GAAP / $3.36 Non-GAAP 🟢 Net Income: $112.6M GAAP (YoY +30%) Drivers: Multiple large strategic programs; strong operating leverage Guidance (Q3 FY26): Revenue $1.15B$1.20B; EPS $3.22$3.37 GAAP / $3.45$3.60 Non-GAAP 💬 Fabrinet delivered a clean blowout quarter with record revenue and EPS above guidance backed by broad-based program strength and confident forward outlook. https://twitter.com/i/web/status/2018433168190197868 https://twitter.com/i/web/status/2018433168190197868"
X Link 2026-02-02T21:15Z [----] followers, [---] engagements
"$TER Teradyne Q425 Earnings Beat AI-Driven Outlook Strengthens Revenue: $1.083B (Est. $969.3M) 🟢 +44% YoY +41% QoQ EPS: $1.80 Adj. (Est. $1.36) 🟢 Semiconductor Test Rev: $883M (Est. $786M) 🟢 Product Test Rev: $110M Robotics Rev: $89M FY25 Revenue: $3.19B (+13% YoY) Guidance (Q126): Revenue: $1.15B$1.25B (Est. $942.3M) 🟢 EPS: $1.89$2.25 Adj. (Est. $1.25) 🟢 Dividend (Q4): $0.12 Share Buybacks (Q4): $183.4M Cash: $293.8M Short-Term Debt: $200.0M Operating Cash Flow (Q4): $281.6M 💬 Results exceeded the high end of guidance driven by AI-related demand across compute networking and memory"
X Link 2026-02-02T21:45Z [----] followers, [---] engagements
"After-Hours Movers (Earnings Reaction) Top Gainers $TER Teradyne +18.81% earnings beat + strong Q126 guidance $DVA DaVita +16.14% $WWD Woodward +14.59% strong Q1 raised FY guidance $WULF TeraWulf +9.37% $PLTR Palantir +6.67% blowout Q4 massive FY26 guide Top Losers $RMBS Rambus 19.86% sell-the-news despite record results $FN Fabrinet 11.08% classic expectations reset after monster run $NXPI NXP 6.09% solid quarter uninspiring forward tone $VIST Vista Energy 5.36% $LBRT Liberty Energy 4.75% The pattern is clean: AI-exposed semis with upside guidance ripped while good but not insane prints got"
X Link 2026-02-02T21:47Z [----] followers, [---] engagements
"$WULF TeraWulf Expands Power Footprint Adds [---] GW Capacity +9.5% AH Acquired two infrastructure sites in Kentucky and Maryland [---] GW incremental digital & power infrastructure capacity added Kentucky: [---] MW existing power availability Maryland (Morgantown Generating Station): [---] MW operating generation Expansion potential up to [--] GW pending approvals Total portfolio: [---] GW across five sites https://twitter.com/i/web/status/2018441620421501208 https://twitter.com/i/web/status/2018441620421501208"
X Link 2026-02-02T21:49Z [----] followers, [---] engagements
"$PLTR Palantir Technologies William Blair reiterates Outperform 📈 FY26 revenue and free cash flow guidance well above consensus Strong U.S. Department of Defense order momentum cited as a key driver Accelerating U.S. commercial growth expected to push the stock back toward prior highs This is a fundamentals-first call: Blairs view is that the market is still underestimating the pace and durability of Palantirs U.S. commercial and government demand with guidance now forcing a reassessment. https://twitter.com/i/web/status/2018443539776930005 https://twitter.com/i/web/status/2018443539776930005"
X Link 2026-02-02T21:56Z [----] followers, [---] engagements
"$PLTR Palantir Technologies RBC Capital reiterates Underperform 🔻 PT $50 Q4 results beat expectations driven by strong execution FY26 revenue growth guided to 61% YoY well above consensus Adj. operating margin outlook 71% highlighting extreme operating leverage RBC remains cautious on valuation sustainability despite fundamentals improving This is the clean split on Palantir right now: execution is undeniable margins are absurdly strong yet RBCs call is that the stock already prices in a best-case scenario and then some. https://twitter.com/i/web/status/2018443772086952245"
X Link 2026-02-02T21:57Z [----] followers, [---] engagements
"$SOFI SoFi Technologies JPMorgan upgrades to Overweight 📈 PT $31 Current $22.9 (Upside 35%)"
X Link 2026-02-03T08:35Z [----] followers, [---] engagements
"$NBIS Nebius Group Freedom Capital Markets initiates Buy 📈 PT $108 Current $91 (Upside 19%)"
X Link 2026-02-03T08:37Z [----] followers, [---] engagements
"$XOM ExxonMobil BNP Paribas Exane downgrades to Underperform 🔻 PT $125 Current $137.5 (Downside 9%)"
X Link 2026-02-03T08:39Z [----] followers, [---] engagements
"$IT Gartner Q4 [----] Earnings (Ahead of Expectations) Revenue: $1.8B (+2% YoY FX-neutral flat) EPS: $3.36 GAAP (34% YoY); Adj. EPS: $3.94 (28% YoY) Adj. EBITDA: $436M (+5% YoY) Free Cash Flow: $271M (13% YoY) Contract Value (CV): $5.2B (+1% YoY FX-neutral) Buybacks: +$500M authorization; $2.0B repurchased in FY25 (8% shares YoY) FY26 Outlook: CV expected to accelerate through [----] 💬 Q4 results beat expectations with resilient CV margin improvement at EBITDA level and continued aggressive capital return despite softer GAAP earnings and cash flow."
X Link 2026-02-03T11:02Z [----] followers, [----] engagements
"$PFE Pfizer obesity drug posts 12.3% weight loss in Phase 2b trial 📈 Positive mid-stage efficacy data strengthens Pfizers obesity pipeline Competitive read-through for $LLY Eli Lilly and $NVO Novo Nordisk Potential sentiment impact on $HIMS Hims & Hers Health via GLP-1 demand dynamics https://twitter.com/i/web/status/2018651338012242039 https://twitter.com/i/web/status/2018651338012242039"
X Link 2026-02-03T11:42Z [----] followers, [---] engagements
"$CIFR Cipher Mining proposes $2 billion senior secured notes offering"
X Link 2026-02-03T12:59Z [----] followers, [---] engagements
"$PLTR Palantir Technologies Piper Sandler reiterates Overweight 📈 PT $230 Current $164 (Upside 40%) Rule of [--] score at 127% highlights exceptional growth + profitability mix Dual exposure to enterprise AI adoption and defense modernization Viewed as an unrivaled pure-play software platform in AI-enabled analytics https://twitter.com/i/web/status/2018676171336986726 https://twitter.com/i/web/status/2018676171336986726"
X Link 2026-02-03T13:21Z [----] followers, [---] engagements
"Bad outlook at Gartner $IT (22% today) is likely dragging S&P Global $SPGI and MSCI $MSCI down in sympathy. Gartner FY2026 Outlook Adj. EPS: $11.38 (vs. $12.47 est.) Alt. EPS view: $12.30 (vs. $13.54 est.) Revenue: $6.455B (vs. $6.708B est.) $IT Gartner Q4 [----] Earnings (Ahead of Expectations) Revenue: $1.8B (+2% YoY FX-neutral flat) EPS: $3.36 GAAP (34% YoY); Adj. EPS: $3.94 (28% YoY) Adj. EBITDA: $436M (+5% YoY) Free Cash Flow: $271M (13% YoY) Contract Value (CV): $5.2B (+1% YoY FX-neutral) $IT Gartner Q4 [----] Earnings (Ahead of Expectations) Revenue: $1.8B (+2% YoY FX-neutral flat) EPS:"
X Link 2026-02-03T15:24Z [----] followers, [----] engagements
"@FinanceJack44 Bad outlook at Gartner $IT (22% today) is likely dragging S&P Global $SPGI and MSCI $MSCI down in sympathy"
X Link 2026-02-03T15:35Z [----] followers, [---] engagements
"@inxpensveinvest Bad outlook at Gartner $IT (22% today) is likely dragging S&P Global $SPGI and MSCI $MSCI down in sympathy"
X Link 2026-02-03T15:36Z [----] followers, [---] engagements
"Denke das liegt primr an den miesen Gartner $IT zahlen und zieht $MSCI $SPGI &co als Peer mit runter. Die Anthropic News ist von gestern und soweit ich das sehe ist das neue Update "nur" auf den Legal Bereich bezogen Aber ja das Narrativ "KI frisst Software" gilt weiter 😅 https://www.artificiallawyer.com/2026/02/02/anthropic-moves-into-legal-tech/ https://www.artificiallawyer.com/2026/02/02/anthropic-moves-into-legal-tech/"
X Link 2026-02-03T15:53Z [----] followers, [---] engagements
"$TTWO Take-Two Interactive Q3 FY2026 Earnings Net Bookings: $1.76B (Up 28% YoY; Est. $1.64B) GAAP Net Revenue: $1.70B (Up 25% YoY) GAAP Net Loss: ($92.9M) or ($0.50/share) Recurrent Consumer Spending: Up 23% (76% of total bookings) FY2026 Net Bookings Outlook: Raised to $6.65B $6.70B (Prev. $6.59B) Highlights: Take-Two delivered a "beat and raise" quarter driven by the sustained performance of NBA 2K26 Grand Theft Auto Online and mobile hits from Zynga (Toon Blast Match Factory). Management confirmed the Grand Theft Auto VI launch date for November [--] [----] projecting that Fiscal [----] will see"
X Link 2026-02-03T21:11Z [----] followers, [---] engagements
"$CMG Chipotle Mexican Grill Q4 & Full Year [----] Earnings Revenue (Full Year): $11.9B (Up 5.4% YoY; Est. $2.98B for Q4) Comparable Restaurant Sales: Down 1.7% EPS (Q4 Consensus): $0.24 Stock Repurchases: $2.4B New Openings (2025): [---] company-owned restaurants Highlights: Chipotle introduced its new "Recipe for Growth" strategy focused on improving transaction speed accuracy and operational efficiency. Despite a slight decline in comparable sales the company expanded its footprint significantly and projected [------] new restaurant openings for [----]. Guidance for [----] comparable sales is set at"
X Link 2026-02-03T21:12Z [----] followers, [---] engagements
"$SMCI earnings still pending"
X Link 2026-02-03T21:17Z [----] followers, [----] engagements
"$APPS Digital Turbine Q3 FY2026 Earnings Revenue: $151.4M (Up 12% YoY) Non-GAAP EPS: $0.18 (Est. $0.12) Non-GAAP Adjusted EBITDA: $38.8M (Up 76% YoY) GAAP Net Income: $5.1M ($0.03 per share) FY2026 Revenue Guidance: Raised to $553M $558M Highlights: Digital Turbine delivered a significant "beat and raise" quarter highlighted by a 76% surge in Adjusted EBITDA. Growth was driven by improved operational efficiencies and scaling of its mobile advertising and application distribution platforms. Based on strong momentum the company raised its full-year fiscal [----] outlook for both revenue and"
X Link 2026-02-03T21:20Z [----] followers, [---] engagements
"$SLAB $TXN $TXN $SLAB Texas Instruments reportedly in advanced talks to buy Silicon Laboratories for roughly USD 7bln up 35% after hours 😱😱 https://t.co/5ffpUdizww $TXN $SLAB Texas Instruments reportedly in advanced talks to buy Silicon Laboratories for roughly USD 7bln up 35% after hours 😱😱 https://t.co/5ffpUdizww"
X Link 2026-02-03T21:25Z [----] followers, [---] engagements
"$ABNB Airbnb Citizens upgrades to Market Outperform 📈 PT $160 Current $124 (Upside 29%) Upgrade driven by hotel expansion"
X Link 2026-02-04T08:48Z [----] followers, [---] engagements
"$GLXY Galaxy Digital Citizens reiterates Market Outperform 📈 PT $60 Current $22"
X Link 2026-02-04T11:35Z [----] followers, [---] engagements
"$TTWO Take-Two Interactive BofA Securities reiterates Buy 📈 PT $295 Current $221 (Upside 34%) Rating reiterated amid AI-related stock weakness"
X Link 2026-02-04T11:36Z [----] followers, [---] engagements
"$NET Cloudflare BTIG upgrades to Buy 📈 PT $199 Current $175 (Upside 14%) Upgrade based on strong growth outlook"
X Link 2026-02-04T12:23Z [----] followers, [---] engagements
"$FORM FormFactor Q4 & FY2025 Earnings Q4 Revenue: $215.2M (+13.6% YoY +6.2% QoQ) FY Revenue: $785.0M (record) Q4 GAAP EPS: $0.29 Q4 Adj. EPS: $0.46 Strategic update: Acquisition of Keystone Photonics announced Analyst Day: May [--] [----] Q126 Outlook: Revenue: $225M $5M GAAP Gross Margin: 34% 1.5% Adj. Gross Margin: 45% 1.5% https://twitter.com/i/web/status/2019154630303969667 https://twitter.com/i/web/status/2019154630303969667"
X Link 2026-02-04T21:02Z [----] followers, [---] engagements
"$SYM Symbotic Q1 FY2026 Earnings + Q2 Guide Revenue: $630M (+29% YoY) Net Income: $13M (vs. -$17M YoY) Adj. EBITDA: $67M (vs. $18M YoY) Cash: $1.8B (+$574M QoQ) incl. $424M from follow-on offering Q2 FY2026 Guide: Revenue: $650M$670M Adj. EBITDA: $70M$75M"
X Link 2026-02-04T21:03Z [----] followers, [---] engagements
"$MCK McKesson Q3 FY2026 Earnings Solid Beat Across the Board EPS: $9.34 vs $9.27 est. (+0.76% beat) +16% YoY Revenue: $106.16B vs $105.91B est. (+0.24% beat) +11% YoY Takeaway: Consistent execution steady volume growth and resilient healthcare demand driving double-digit YoY gains. https://twitter.com/i/web/status/2019157013243261173 https://twitter.com/i/web/status/2019157013243261173"
X Link 2026-02-04T21:12Z [----] followers, [---] engagements
"$WOLF Wolfspeed Q2 FY2026 Earnings Heavy Miss EPS: -$6.11 vs -$0.74 est. ❌ (Miss 726%) YoY -543% Revenue: $168.5M vs $170.0M est. ❌ (Miss 0.9%) YoY -6.6% Takeaway: Severe earnings deterioration with continued margin pressure; revenue slightly below expectations but profitability collapse dominates the print. https://twitter.com/i/web/status/2019158952487915899 https://twitter.com/i/web/status/2019158952487915899"
X Link 2026-02-04T21:19Z [----] followers, [---] engagements
"$SITM SiTime Q4 & FY2025 Earnings Revenue (Q4): $113.3M (+66% YoY +36% QoQ) Revenue (FY2025): $326.7M (+61% YoY) GAAP EPS (Q4): $0.34 GAAP EPS (FY): $(1.72) Non-GAAP EPS (Q4): $1.53 Non-GAAP EPS (FY): $3.20 Cash & ST investments: $808.4M 💬 Explosive top-line growth strong Q4 profitability on a non-GAAP basis; FY GAAP still negative. Outlook discussion on Feb [--] call. https://twitter.com/i/web/status/2019162354248781926 https://twitter.com/i/web/status/2019162354248781926"
X Link 2026-02-04T21:33Z [----] followers, [---] engagements
"Cipher Mining Inc. Announces Pricing of $2.0 Billion of Senior Secured Notes $CIFR"
X Link 2026-02-04T22:01Z [----] followers, [---] engagements
"$NIO NIO Inc. Profit Alert Turns Profitable in Q4 [----] Adj. Operating Profit (non-GAAP): RMB 700M1.2B ( $100M$172M) vs. -RMB 5.54B in Q424 🟢 Operating Profit (GAAP): RMB 200M700M ( $29M$100M) 🟢 Drivers: higher sales volumes improved vehicle margins (product mix) cost & efficiency gains Status: preliminary unaudited; final Q4 & FY2025 results pending https://twitter.com/i/web/status/2019365846548631775 https://twitter.com/i/web/status/2019365846548631775"
X Link 2026-02-05T11:01Z [----] followers, [---] engagements
"$ARES Ares Management Q4 & FY2025 Earnings Dividend Raised Q4 GAAP Net Income: $54.2M EPS: $0.08 After-Tax Realized Income: $529.1M $1.45/share Fee-Related Earnings (Q4): $527.7M FY2025 Highlights: AUM: $600B (+29% YoY) FPAUM: +32% YoY Management Fees: +25% YoY Fundraising & Investing: $100B (record) Available Capital: $150B Dividend: Common: $1.35/share quarterly (+20% YoY) payable Mar [--] [----] Preferred (Series B): $0.84375/share payable Apr [--] [----] DRIP: effective starting Mar [--] [----] dividend 💬 Scale fundraising momentum and fee growth underpin strong earnings power into 2026."
X Link 2026-02-05T11:04Z [----] followers, [---] engagements
"$B Barrick Q4 & FY2025 Earnings Record Cash Flow New Dividend Framework Q4 Revenue: $6.00B (record) Q4 Operating CF: $2.73B Q4 Free CF: $1.62B FY2025 Revenue: $16.96B FY2025 EPS: $2.93 Gold Production: 3.26M oz Dividend Update: New framework targets 50% of attributable free cash flow Base quarterly dividend raised to $0.175/share Q4 dividend declared: $0.42/share Strategic Move: Preparing IPO of North American gold assets (NewCo) Targeted completion by late [----] https://twitter.com/i/web/status/2019366750010135012 https://twitter.com/i/web/status/2019366750010135012"
X Link 2026-02-05T11:05Z [----] followers, [----] engagements
"Bitcoin $BTC below $70000 for fist time since 2024"
X Link 2026-02-05T11:32Z [----] followers, [---] engagements
"$DOCN DigitalOcean Cantor Fitzgerald upgrades Overweight 📈 PT $68 Current $58.50 (Upside 16%) Valuation: 6x C27 EV/Revenue; 30x C27 EV/FCF vs. infra software avg 34x Growth outlook: improving net-new organic ARR; 1820% revenue growth target pulled forward to C26 Catalysts: large customer wins (e.g. Character AI) expanding GPU-led PaaS potential Analyst Day ahead https://twitter.com/i/web/status/2019374903250526458 https://twitter.com/i/web/status/2019374903250526458"
X Link 2026-02-05T11:37Z [----] followers, [---] engagements
"$BLSH Bullish Q4 & FY2025 Earnings Q4 Digital Asset Sales: $64.3B Q4 Net Income (GAAP): -($563.6M) EPS: -($3.73) Q4 Adjusted Revenue: $92.5M Q4 Adjusted EBITDA: $44.5M Q4 Adjusted Net Income: $28.9M FY2025 Digital Asset Sales: $244.8B FY2025 Net Income (GAAP): -($785.5M) FY2025 Adjusted Revenue: $288.5M FY2025 Adjusted EBITDA: $94.3M Business Metrics: Options trading volume $9B open interest $4B #2 exchange for BTC options open interest #1 indexer by market share for digital asset ETFs (15/39 listings in Q4) FY2026 Guidance: Subscription services & other revenue: $220M$250M Adjusted operating"
X Link 2026-02-05T11:52Z [----] followers, [---] engagements
"$ENR Energizer Holdings Q1 FY2026 Earnings Net Sales: $778.9M (+6.5% YoY) APS Acquisition Impact: +$64.6M to sales Free Cash Flow: $124.2M (15.9% of sales) Debt Reduction: $100M paid down Adj. Gross Margin: 34.9% (-510 bps YoY) Adj. EPS: $0.31 FY2026 Guidance (Reaffirmed): Adj. EPS: $3.30$3.60 Adj. EBITDA: $580M$610M https://twitter.com/i/web/status/2019381527189070250 https://twitter.com/i/web/status/2019381527189070250"
X Link 2026-02-05T12:04Z [----] followers, [---] engagements
"$ROK Rockwell Automation Q1 FY2026 Earnings EPS: $2.75 vs. $2.48 est. (Beat +10.9%) YoY: +49% Revenue: $2.11B vs. $2.08B est. (Beat +1.4%) YoY: +12%"
X Link 2026-02-05T12:06Z [----] followers, [---] engagements
"$COP ConocoPhillips Q4 [----] Earnings EPS: $1.02 vs. $1.10 est. (Miss -7.3%) YoY: -48.5% Revenue: $14.0B vs. $12.82B est. (Miss -89.1%) YoY: -39.1%"
X Link 2026-02-05T12:06Z [----] followers, [---] engagements
"$PSA Public Storage BofA Securities downgrades to Neutral 🔻 PT $310 (from $336) Current $288.5 (Upside 7%) Lack of near-term catalysts for operational improvement Limited rental revenue growth expected in [----] Pricing restrictions tied to Los Angeles wildfires impacting 16.2% of operating income https://twitter.com/i/web/status/2019382648964010206 https://twitter.com/i/web/status/2019382648964010206"
X Link 2026-02-05T12:08Z [----] followers, [---] engagements
"$MCK McKesson Jefferies reiterates Buy 📈 PT $1065 Current $835 (Upside 28%) Company seen as undervalued at current levels Solid quarterly execution supports confidence Growth opportunities in specialty pharma and MSO channels"
X Link 2026-02-05T12:10Z [----] followers, [---] engagements
"$HIMS Hims & Hers launches Wegovy pill copy at $49 $HIMS +12.8% $NVO -6.9% Market reaction reflects pricing pressure concerns for branded GLP-1 therapies"
X Link 2026-02-05T13:53Z [----] followers, [---] engagements
"$HIMS Short Interest Snapshot Short interest: 72.25M shares Short interest % of float: 35.07% Days to cover: [----] Off-exchange short volume: 4.41M shares Off-exchange short volume ratio: 44.91%"
X Link 2026-02-05T13:53Z [----] followers, [---] engagements
"NOVO NORDISK STATEMENT ON HIMS & HERS COMPOUNDED SEMAGLUTIDE Novo Nordisk says compounded semaglutide products are not FDA-approved and may contain impurities Company warns these products do not meet Novo Nordisks quality safety or efficacy standards Novo Nordisk plans legal action against Hims & Hers Health Statement addresses knockoff / compounded semaglutide offerings marketed by Hims & Hers https://twitter.com/i/web/status/2019441090391081155 https://twitter.com/i/web/status/2019441090391081155"
X Link 2026-02-05T16:00Z [----] followers, [---] engagements
"MARCH FED CUT ODDS JUMP Following weak labor market data the probability of a March rate cut has risen from 9% to just over 24%. Next week brings additional catalysts with the key jobs report on Wednesday and inflation data on Friday which could further shift expectations"
X Link 2026-02-05T18:53Z [----] followers, [---] engagements
"$IREN Q2 FY26 Earnings Preview (After Market Feb 5) Consensus: EPS -$0.24 Revenue $228M Stock -12.4% into print Estimates trending down (EPS 25% in [--] months) Key focus points Execution on $9.7B Microsoft AI cloud deal (deployment timing Childress TX) Capex & cash burn (GPU spend $5.8B over time) Revenue mix shift from Bitcoin mining AI infrastructure Street view [--] Buy avg PT $84.85 (90% upside from $45) H.C. Wainwright: most levered AI infra play among miners Why it matters Transition story still intact but market wants proof of execution Stock 35% below Nov highs earnings could reset"
X Link 2026-02-05T20:54Z [----] followers, [----] engagements
"$DOCS Doximity Q3 FY2026 Earnings Revenue: $185.1M (+10% YoY) EPS (GAAP): $0.31 (vs. $0.37 YoY) Adj. EPS: $0.46 (vs. $0.45 YoY) Net Income: $61.6M (33% margin) Adj. EBITDA: $111.4M (+9% YoY) 60% margin Guidance Q4 FY26 Revenue: $143144M FY26 Revenue: $642.5643.5M FY26 Adj. EBITDA: $355.5356.5M New $500M share buyback authorized Record engagement; AI products 300k users https://twitter.com/i/web/status/2019517112532734010 https://twitter.com/i/web/status/2019517112532734010"
X Link 2026-02-05T21:02Z [----] followers, [---] engagements
"$AMZN Amazon Q4 [----] Earnings Beat Revenue: $213.4B (+14% YoY) AWS Revenue: $35.6B (+24% YoY) EPS: $1.95 (vs. $1.86 YoY) 🟢 Operating Income: $25.0B (Adj. $27.4B ex charges) Net Income: $21.2B (+6% YoY) FY2025 Revenue: $716.9B (+12% YoY) FY2025 EPS: $7.17 (vs. $5.53 YoY) FY2025 Op Income: $80.0B (+17% YoY) Free Cash Flow (TTM): $11.2B (AI capex driven) Capex Outlook 2026: $200B (AI chips data centers) 💬 AWS growth re-accelerates; heavy AI investment drives long-term ROIC focus. https://twitter.com/i/web/status/2019517183114518585 https://twitter.com/i/web/status/2019517183114518585"
X Link 2026-02-05T21:03Z [----] followers, [----] engagements
"$IREN IREN Limited Q2 FY2026 Earnings Revenue: $184.7M vs $226.9M est. 🔻 Miss 19% EPS: n/a (Street est. $0.07) YoY Revenue: +54% QoQ Revenue: 23% 💬 Sharp top-line miss overshadows strong YoY growth; sequential slowdown remains the key concern"
X Link 2026-02-05T21:04Z [----] followers, [----] engagements
"$ARW Arrow Electronics Q4 & FY2025 Earnings Q4 Revenue: $8.75B (+20% YoY) above high end of guidance Q4 EPS: $3.75 Non-GAAP EPS: $4.39 (both beats) FY Revenue: $30.9B (+10% YoY) FY EPS: $10.93 Non-GAAP EPS: $11.02 Strength across Global Components (+22% YoY) and ECS (+16% YoY) AI cloud & datacenter demand driving momentum Q126 Guide: EPS $2.70$2.90 (Non-GAAP) 💬 Early-cycle recovery signals with improving margins and disciplined execution. https://twitter.com/i/web/status/2019517839997317240 https://twitter.com/i/web/status/2019517839997317240"
X Link 2026-02-05T21:05Z [----] followers, [---] engagements
"$BILL BILL Q2 FY2026 Earnings Revenue: $414.7M (+14% YoY) Core Revenue: $375.1M (+17% YoY) Non-GAAP EPS: $0.64 (vs $0.56 YoY) Non-GAAP Op Income: $74.1M (+18% YoY) TPV: $95B (+13% YoY) Transactions: 35M (+16% YoY) Guidance: Q3 FY26 Rev: $397.5$407.5M FY26 Rev: $1.63$1.65B FY26 Non-GAAP EPS: $2.33$2.41 https://twitter.com/i/web/status/2019518054053396846 https://twitter.com/i/web/status/2019518054053396846"
X Link 2026-02-05T21:06Z [----] followers, [---] engagements
"$FTNT Fortinet Q4 & FY2025 Earnings (Strong Results) Revenue: $1.91B (+15% YoY) FY Revenue: $6.80B (+14% YoY) Product Revenue (Q4): $691M (+20% YoY) Billings (Q4): $2.37B (+18% YoY) GAAP Op Margin: 33% (Q4) 31% (FY) Free Cash Flow (FY): $2.21B Buyback: +$1.0B authorized (total $10.25B through Feb 2027) 💬 Strong growth across revenue billings and margins; guidance issued for Q1 & FY2026. https://twitter.com/i/web/status/2019518273377767733 https://twitter.com/i/web/status/2019518273377767733"
X Link 2026-02-05T21:07Z [----] followers, [---] engagements
"$RDDT Reddit Q4 & FY2025 Earnings + $1B Buyback DAUq: 121.4M (+19% YoY) Q4 Revenue: $726M (+70% YoY) FY Revenue: $2.2B (+69% YoY) Q4 Net Income: $252M (35% margin) FY Net Income: $530M (24% margin) Q4 Adj. EBITDA: $327M (45% margin) FY Adj. EBITDA: $845M (38% margin) Free Cash Flow (FY): $684M Buyback: $1B authorized 💬 Explosive ad growth very high margins strong cash generation; Q126 guide: revenue $595605M Adj. EBITDA $210220M. https://twitter.com/i/web/status/2019518410603073693 https://twitter.com/i/web/status/2019518410603073693"
X Link 2026-02-05T21:08Z [----] followers, [---] engagements
"$CLSK CleanSpark Q1 FY26 Earnings Revenue: $181.2M (+11.6% YoY) Net Loss: $(378.7)M Adj. EBITDA: $(295.4)M Cash: $458.1M Bitcoin Holdings: $1.0B Working Capital: $1.3B Total Assets: $3.3B Long-Term Debt: $1.8B Secured up to [---] MW of utility-grade power Added 122-acre Sandersville site to expand AI-ready infrastructure Positioning platform for multi-gigawatt AI + HPC buildout https://twitter.com/i/web/status/2019518460334665972 https://twitter.com/i/web/status/2019518460334665972"
X Link 2026-02-05T21:08Z [----] followers, [---] engagements
"$RBLX Roblox Earnings Beat Revenue: $2.22B (Est. $2.09B) 🟢 EPS: -$0.45 (Est. -$0.49) 🟢 Revenue +63% YoY +16% QoQ EPS -36% YoY -22% QoQ 💬 Roblox delivered a top- and bottom-line beat with strong revenue growth offset by continued earnings pressure"
X Link 2026-02-05T21:09Z [----] followers, [---] engagements
"$BE Bloom earnings still pending"
X Link 2026-02-05T21:10Z [----] followers, [----] engagements
"$MPWR Monolithic Power Systems Q4 & FY2025 Earnings Q4 Revenue: $751.2M (+20.8% YoY) FY2025 Revenue: $2.79B (+26.4% YoY) GAAP Gross Margin: 55.2% Dividend: Quarterly dividend raised $1.56 $2.00 (payable Apr [--] 2026) Q1 [----] Guidance: Revenue: $770M$790M GAAP GM: 54.9%55.5% Non-GAAP tax rate (FY26): 15% https://twitter.com/i/web/status/2019519444226072659 https://twitter.com/i/web/status/2019519444226072659"
X Link 2026-02-05T21:12Z [----] followers, [---] engagements
"$PI Impinj Q4 [----] Results; Guides Weak Q1 [----] Revenue: $92.8M EPS (Non-GAAP): $0.50 Gross Margin (Non-GAAP): 54.5% Adjusted EBITDA: $16.4M FY2025 Revenue: $361.1M FY2025 EPS (Non-GAAP): $2.11 FY2025 Adjusted EBITDA: $69.6M Guidance (Q1 2026): Revenue: $71.0M$74.0M EPS (Non-GAAP): $0.08$0.13 Adjusted EBITDA: $1.2M$2.7M 💬 Strong FY execution but Q1 [----] outlook implies a sharp sequential slowdown. https://twitter.com/i/web/status/2019521126192566604 https://twitter.com/i/web/status/2019521126192566604"
X Link 2026-02-05T21:18Z [----] followers, [---] engagements
"$BE Bloom Energy FY2025 Record Revenue; Strong FY2026 Outlook Revenue: $2.02B (+37% YoY) EPS (Non-GAAP): $0.76 (FY) Gross Margin (Non-GAAP): 30.3% Operating Income (Non-GAAP): $221.0M Free Cash Flow: Positive (2nd consecutive year) Q4 Revenue: $777.7M (+36% YoY) Q4 EPS (Non-GAAP): $0.45 Guidance (FY2026): Revenue: $3.1B$3.3B Non-GAAP EPS: $1.33$1.48 Non-GAAP Operating Income: $425M$475M 💬 Record FY revenue driven by AI data center demand; outlook implies strong acceleration in [----]. https://twitter.com/i/web/status/2019521729866133667 https://twitter.com/i/web/status/2019521729866133667"
X Link 2026-02-05T21:21Z [----] followers, [----] engagements
"$BE +11.2% after earnings $BE Bloom Energy FY2025 Record Revenue; Strong FY2026 Outlook Revenue: $2.02B (+37% YoY) EPS (Non-GAAP): $0.76 (FY) Gross Margin (Non-GAAP): 30.3% Operating Income (Non-GAAP): $221.0M Free Cash Flow: Positive (2nd consecutive year) Q4 Revenue: $777.7M (+36% $BE Bloom Energy FY2025 Record Revenue; Strong FY2026 Outlook Revenue: $2.02B (+37% YoY) EPS (Non-GAAP): $0.76 (FY) Gross Margin (Non-GAAP): 30.3% Operating Income (Non-GAAP): $221.0M Free Cash Flow: Positive (2nd consecutive year) Q4 Revenue: $777.7M (+36%"
X Link 2026-02-05T21:21Z [----] followers, [---] engagements
"MOLINA HEALTHCARE A MICHAEL BURRY LONG DOWN OVER 30% AFTER EARNINGS $MOH"
X Link 2026-02-05T21:49Z [----] followers, [---] engagements
"hows everybody doing in [----] and its only early february 😵💫"
X Link 2026-02-05T22:28Z [----] followers, [---] engagements
"U.S. Embassy warns citizens to leave Iran now"
X Link 2026-02-06T08:17Z [----] followers, [---] engagements
"Overnight Movers Feb [--] 🟢 Gainers $DAVE +12.15% $BILL +11.55% $RBLX +8.47% $RDDT +7.67% $NVO +7.11% $BE +6.80% $SONY +6.03% $BTDR +4.73% $MODG +4.33% $SAIL +3.92% 🔴 Losers $MOH 32.76% $DOCS 31.85% $PI 18.52% $IREN 15.90% $CNC 11.32% $HIMS 9.69% $ILMN 9.03% $OSCR 8.55% $POWI 8.01% $AMZN 7.56% https://twitter.com/i/web/status/2019694907087056948 https://twitter.com/i/web/status/2019694907087056948"
X Link 2026-02-06T08:49Z [----] followers, [---] engagements
"$SNOW Snowflake Jefferies reiterates Buy 📈 PT $300 Current $159 (Upside 89%) Deeply mispriced Top Pick"
X Link 2026-02-06T09:40Z [----] followers, [---] engagements
"$GOOGL Alphabet Wedbush reiterates Outperform 📈 PT $370 (from $360) Current $330 (Upside 12%) genAI overhang fading; confidence in core business durability Monetization optionality via ads in Gemini / AI Mode"
X Link 2026-02-06T09:45Z [----] followers, [---] engagements
"$ROKU Oppenheimer upgrades to Outperform 📈 PT $105 Current $88 (Upside 19%) Catalysts: Amazon DSP partnership rising ad demand tied to the Winter Olympics"
X Link 2026-02-06T09:46Z [----] followers, [---] engagements
"$AMZN Amazon Goldman Sachs reiterates Buy 🔻 PT $280 (from $300) Current $206 (Upside 36%) PT cut reflects heavy FY26 investment cycle ($200B capex) AWS re-acceleration margins 35% above expectations Risk-off tape increases scrutiny on capex-to-revenue payoff"
X Link 2026-02-06T10:29Z [----] followers, [---] engagements
"$RDDT Reddit BofA reiterates Neutral 🔻 PT $205 (from $210) Current $165 (Upside 24%) PT cut driven by sector multiple compression despite strong Q4 beat $RDDT Goldman Sachs reiterates Neutral 🔻 PT $206 (from $236) Current $165 (Upside 25%) Debate centers on user growth durability ads trajectory and [----] investment intensity https://twitter.com/i/web/status/2019720959343698182 https://twitter.com/i/web/status/2019720959343698182"
X Link 2026-02-06T10:32Z [----] followers, [---] engagements
"$LLY Eli Lilly Truist reiterates Buy 📈 PT $1281 Current $1061 (Upside 21%) Obesity leadership: best-in-class incretin; Retatrutide + oral Orforglipron expand moat Peak obesity revenue seen at $78B by 2036; capacity investments support scale"
X Link 2026-02-06T10:37Z [----] followers, [---] engagements
"$IREN Iris Energy Earnings Call BitcoinAI pivot caused short-term pain; $3.6B GPU financing secured targeting $3.4B annual revenue by YE [----] Pre-market: 1% (from -16%)"
X Link 2026-02-06T10:56Z [----] followers, [---] engagements
"$CNC Centene FY25 Results & FY26 Guidance FY25: GAAP EPS $13.53 (incl. $6.7B goodwill impairment); Adj. EPS $2.08; Revenue $174.6B FY26 guide: Adj. EPS $3.00; GAAP EPS $1.98; Revenue $170174B; HBR 90.991.7%"
X Link 2026-02-06T11:01Z [----] followers, [---] engagements
"$BIIB Biogen Q4 Results & FY26 Outlook Q4: Adj. EPS $1.99 (vs. $1.59); Revenue $2.28B (vs. $2.20B); Leqembi sales $134M FY26 guide: Adj. EPS $15.25$16.25 (vs. $14.92 est.); Revenue seen down mid-single digits YoY"
X Link 2026-02-06T11:10Z [----] followers, [---] engagements
"$UBER Uber Stifel reiterates Buy 📈 PT $105 Current $75 (Upside 40%) Q4 gross bookings beat; EBITDA margin lighter reflected in Q1 guide Asset-light AV strategy intact; CFO transition seen as non-disruptive"
X Link 2026-02-06T11:11Z [----] followers, [---] engagements
"$CRM Salesforce Stifel reiterates Buy 📈 PT $300 Current $193 (Upside 55%) Agentforce adoption/usage seen as key durability metric; token consumption ramping AI-driven consumption expected to support ARR growth despite sector weakness"
X Link 2026-02-06T11:12Z [----] followers, [---] engagements
"$SNAP Snap Raymond James reiterates Outperform 📈 PT $10 Current $5.25 (Upside 90%) Earnings beat on revenue (+10% YoY) and EBITDA; focus shifting to profitable growth $SNAP Benchmark reiterates Hold PT: n/a Current $5.25 First GAAP profit but sharp NA DAU decline offsets ARPU gains https://twitter.com/i/web/status/2019731358495453600 https://twitter.com/i/web/status/2019731358495453600"
X Link 2026-02-06T11:14Z [----] followers, [---] engagements
"$HIMS slides as Novo Nordisk threatens legal action over copycat semaglutide pill Novo says copycats are illegal/unsafe; no supply shortage patent runs to [----] Hims defends $49$99 personalized pill as legal FDA warns of swift action against mass marketing of copycat drugs https://twitter.com/i/web/status/2019757145894350898 https://twitter.com/i/web/status/2019757145894350898"
X Link 2026-02-06T12:56Z [----] followers, [---] engagements
"$STLA plunges after warning of full-year net loss and 22B reset charges Guides to FY net loss; announces sweeping reset incl. 22B charges Sells 49% stake in NextStar Energy to LG Energy Solution Q4 shipments +9% YoY to 1.5M units driven by North America; Europe lagged New strategic plan due in May https://twitter.com/i/web/status/2019757182825165128 https://twitter.com/i/web/status/2019757182825165128"
X Link 2026-02-06T12:56Z [----] followers, [---] engagements
"$UAA jumps premarket after Q3 earnings beat and FY26 outlook raise Q3 EPS: $0.09 vs. $(0.02) est.; Revenue: $1.327B vs. $1.313B est. FY26 adj. EPS guide: $0.10$0.11 (vs. $0.05 est.) Note: GAAP losses now expected to be wider than anticipated"
X Link 2026-02-06T12:57Z [----] followers, [---] engagements
"$NOD Nordic Semiconductor BofA upgrades to Buy 📈 PT NOK [---] (from NOK 108) Current NOK [-----] (Upside 35%)"
X Link 2026-02-06T13:50Z [----] followers, [---] engagements
"$FTNT Fortinet TD Cowen reiterates Buy 📈 PT $100 Current $82 (Upside 22%) 20% product revenue 18% billings; Rule-of-45 for 6th straight year SASE + SecOps momentum; [----] revenue growth guided 13%"
X Link 2026-02-06T13:55Z [----] followers, [---] engagements
"$BE Bloom Energy BTIG reiterates Buy 📈 PT $165 (from $145) Current $153.9 (Upside 7%) Strong Q4 beat; FY26 guide well above Street with margin expansion Demand broad-based (data centers C&I); operating leverage from spare capacity"
X Link 2026-02-06T13:56Z [----] followers, [---] engagements
"$NVO Novo Nordisk BMO Capital reiterates Market Perform PT $45 Current $46.7 (Downside 4%) Pricing headwinds (1015%) from channel mix MFN cash-pay adoption Wegovy pill launch key for [----] recovery; heavy marketing push Pipeline optionality (Mim8 Ziltivekimab Etavopivat) offsets near-term pressure https://twitter.com/i/web/status/2019772957380251990 https://twitter.com/i/web/status/2019772957380251990"
X Link 2026-02-06T13:59Z [----] followers, [---] engagements
"$PATH UiPath acquires WorkFusion expanding agentic AI solutions for financial services & banking. Pre-market: +2%"
X Link 2026-02-06T14:13Z [----] followers, [---] engagements
"Todays Leaders Feb [--] Risk-on rebound driven by AI crypto miners and high-beta tech with aggressive short-covering and momentum flows pushing sharp upside across the tape. $BILL Bill Holdings +32.23% $LUMN Lumen +23.47% $MSTR Strategy +23.39% $MARA Marathon +22.90% $APLD Applied Digital +22.23% $CLSK CleanSpark +21.15% $QUBT Quantum Computing +19.65% $GLXY Galaxy Digital +19.30% $CRWV CoreWeave +19.11% $WULF TeraWulf +19.10% $ROIV Roivant +18.73% $QBTS D-Wave +18.26% $ALAB Astera Labs +17.27% $LUNR Intuitive Machines +17.17% $BBAI BigBear +17.00% $BMNR Bitmine Immersion +16.95% $RIOT Riot"
X Link 2026-02-06T17:47Z [----] followers, [---] engagements
"$BILL surges on takeover talks amid activist pressure $BILL +39% Hellman & Friedman reportedly in talks to acquire Bill Holdings Implied valuation $4.2B Activist investors pushing for strategic change"
X Link 2026-02-06T20:20Z [----] followers, [---] engagements
"$HIMS referred to DOJ over potential FDA law violations $HIMS 9% after hours Referred to the DOJ for potential violations of the Federal Food Drug and Cosmetic Act"
X Link 2026-02-06T22:05Z [----] followers, [---] engagements
"Donald Trump on Truth Social Claims record stock market and national security driven by tariffs Predicts Dow [------] by the end of his term Says the Supreme Court should be watching"
X Link 2026-02-07T02:55Z [----] followers, [---] engagements
"Weekend Markets Update Feb [--] $NIKKEI [-----] +1.09% $DAX [-----] +0.15% $DJI [-----] +0.08% $NDX [-----] +0.38% $FTSE [-----] +0.08% $HSI [-----] +0.00% $USDJPY [------] +0.35% $EURUSD [------] +0.04% $GOLD [----] +0.56% $SILVER [-----] +1.00% $USOIL [-----] 0.45% Crypto Update $BTC [--------] +1.67% $ETH [-------] +0.44% $ADA [------] 0.26% $BCH [------] 2.35% $EOS [------] 1.28% $LTC [-----] 0.49% $XLM [------] +0.87% $DOGE [------] 0.92% $UNI [------] 1.33% $LINK [------] 0.43% $DOT [------] 1.02% $SOL [-------] 0.93% $AVAX [------] 0.54% $NEO [-----] 0.67% https://twitter.com/i/web/status/2020460677802934525"
X Link 2026-02-08T11:32Z [----] followers, [---] engagements
"EssilorLuxottica Bernstein SocGen initiates Market-Perform PT [---] Warns of material risk from the smart-glasses shift despite premium eyewear leadership Tech giants Google Apple Alibaba could pressure margins via lower-margin models and revenue sharing"
X Link 2026-02-08T11:53Z [----] followers, [---] engagements
"Bernstein on defensives amid USD weakness ExxonMobil seen as attractive inflation hedge with dividends vs. gold Outperform PT $159 Chevron also favored in a weaker dollar environment Market Perform PT $194 Bernstein analyst Bob Brackett argues defensive oil majors benefit from USD depreciation offer cash yields and retain inflation protection supporting further upside. https://twitter.com/i/web/status/2020466030284329296 https://twitter.com/i/web/status/2020466030284329296"
X Link 2026-02-08T11:53Z [----] followers, [---] engagements
"Nasdaq [---] Weekly Winners & Losers Performance (Feb 26) Index 1.9% Negative index performance with pronounced dispersion: defensive and hardware-linked names outperformed while software fintech and data-driven models saw heavy drawdowns. 🔝 Top Performers of the Week $ARM Arm Holdings ADR +17.41% $ODFL Old Dominion Freight Line +16.90% $WDC Western Digital +12.93% $AMGN Amgen +12.41% $CHTR Charter Communications +12.14% $PEP PepsiCo +10.97% $WMT Walmart +10.11% $FAST Fastenal +10.08% $MPWR Monolithic Power Systems +9.40% $INTC Intel +8.87% 🔻 Worst Performers of the Week $PYPL PayPal Holdings"
X Link 2026-02-08T14:20Z [----] followers, [---] engagements
"📊 WHAT MATTERS IN THE COMING WEEK Events & Catalysts (Feb [---] 2026) 🕒 All times in ET Focus is on key U.S. macro data (Retail Sales labor market CPI) a dense earnings slate across tech consumer and industrials plus multiple investor events and conferences. Options markets are pricing elevated volatility in several names. 📅 Monday Feb [--] Volatility watch: $APP $BE RSI Overbought: $TCGL $PKST $FECCF RSI Oversold: $YEXT $GRND $PYPL Crypto volatility: $MSTR $MARA $RIOT $HUT Earnings: $APO $ON $L IPO watch: $AGBK $APC $CLRS Lock-up expiry: $BLSH $NSRX $MAGH Dividend watch (upcoming ex-dates):"
X Link 2026-02-08T15:32Z [----] followers, [---] engagements
"$NVO +5.0% $HIMS -6.3% in low volume Sunday trading"
X Link 2026-02-08T18:53Z [----] followers, [---] engagements
"@UvyatM German exchange that offers weekend trading Low volume though but can be seen as an indicator https://www.ls-tc.de/en/stock/1524426 https://www.ls-tc.de/en/stock/1524426"
X Link 2026-02-08T19:21Z [----] followers, [--] engagements
"📅 Monday Feb [--] [----] ☕ Morning Briefing 🕒 All times in ET 🔎 Daily Overview: New trading week kicks off after a volatile rebound into the close last week. Focus shifts to earnings-heavy tape postSuper Bowl sector reactions and positioning in crypto-linked equities. With key macro data later in the week today is about stock-specific moves volatility pockets and flow-driven setups. 📊 Economic Data / Macro: No market-moving top-tier data scheduled 💰 Earnings Pre-Market: $CLF Cleveland-Cliffs 6:00 AM $CNA CNA Financial 6:00 AM $EPC Edgewell Personal Care 6:00 AM $L Loews 6:00 AM $APO Apollo"
X Link 2026-02-09T07:11Z [----] followers, [---] engagements
"IndiaUS trade deal: tariff relief for Harley none for Tesla $HOG Harley-Davidson gets tariff-free access as India eliminates import duties on Harley bikes $TSLA Tesla gets no tariff reprieve under the agreement Deal implies selective market access favoring legacy imports over EVs https://twitter.com/i/web/status/2020766075265130519 https://twitter.com/i/web/status/2020766075265130519"
X Link 2026-02-09T07:45Z [----] followers, [---] engagements
"$MARA MARA Holdings Morgan Stanley initiates Underweight 🔻 PT $8 Current $8.2 (Downside 3%) Limited upside from BTCdata center pivot due to hybrid strategy and BTC price exposure Valued primarily as a bitcoin miner using [--] P/E; mining economics seen as structurally weak Concerns over ROIC and limited DC hosting track record constrain re-rating potential https://twitter.com/i/web/status/2020776691350593784 https://twitter.com/i/web/status/2020776691350593784"
X Link 2026-02-09T08:28Z [----] followers, [---] engagements
"$KR $WMT Kroger shares jump on CEO news Kroger to name former Walmart U.S. chief Greg Foran as CEO Move seen as a positive leadership reset after a prolonged CEO search $KR +6.8% pre-market"
X Link 2026-02-09T10:43Z [----] followers, [---] engagements
"Taiwan says 40% shift of chip capacity to US is 'impossible' $TSM $INTC"
X Link 2026-02-09T10:46Z [----] followers, [---] engagements
"$AMZN $STM partnership expanded on AWS semiconductor deal Multi-billion semiconductor order to support AWS cloud infrastructure STMicro issues warrants for up to 24.8M shares to AWS linked to product purchases Structure ties equity upside directly to AWS demand growth $STM +2.95% pre-market https://twitter.com/i/web/status/2020813042779312484 https://twitter.com/i/web/status/2020813042779312484"
X Link 2026-02-09T10:52Z [----] followers, [---] engagements
"$CLF Cleveland-Cliffs Q4 & FY2025 Earnings (Miss) Revenue (Q4): $4.3B (flat YoY) Adj. EPS (Q4): $0.43 (loss) Adj. EBITDA (Q4): $21M (vs. $81M YoY) FY2025 Revenue: $18.6B (vs. $19.2B FY2024) FY2025 Adj. EBITDA: $37M (vs. $773M FY2024) Liquidity: $3.3B Outlook [----] Steel shipments: 16.517.0 Mt Unit cost reduction: $10/ton vs. [----] Capex: $700M SG&A: $575M 💬 Weak [----] driven by soft auto demand expiring slab contract and Canada pressures; management expects meaningful improvement in [----] amid better trade dynamics and signed multi-year auto contracts."
X Link 2026-02-09T11:03Z [----] followers, [---] engagements
"$L Loews Corporation Q4 & FY2025 earnings Q4 net income: $402M ($1.94/sh) FY2025 net income: $1.67B ($7.97/sh) Book value/sh: $90.71 (ex-AOCI $95.89) Capital return: $782M buybacks (8.9M shares in 2025) Balance sheet: $3.9B cash & investments vs. $1.8B debt Delaware Supreme Court ruling remands certain Boardwalk claims for further Chancery proceedings https://twitter.com/i/web/status/2020815967475970399 https://twitter.com/i/web/status/2020815967475970399"
X Link 2026-02-09T11:04Z [----] followers, [---] engagements
"$HIMS Hims & Hers Health BofA maintains Underperform cuts PT to $21 Regulatory crackdown on compounded GLP-1s cited as key downside DOJ referral and withdrawal of oral semaglutide highlight enforcement risk PT lowers to $21 Current $19.5 BTIG reiterates Buy PT $60 Acknowledges semaglutide withdrawal and regulatory risk Maintains Buy on underlying business optionality despite headwinds https://twitter.com/i/web/status/2020829914140737742 https://twitter.com/i/web/status/2020829914140737742"
X Link 2026-02-09T11:59Z [----] followers, [---] engagements
"$MNDY monday Q4 & FY2025 earnings Revenue (Q4): $333.9M (+25% YoY) FY2025 Revenue: $1.232B (+27% YoY) Non-GAAP Op Margin (FY): 14% Adj. FCF (FY): $322.7M Business highlights Upmarket momentum: customers $50k ARR = 41% of ARR Record adds in $100k ARR customers; strong net dollar retention (up to 116%) monday vibe fastest product to reach $1M ARR in company history Outlook [----] Revenue: $1.4521.462B (+1819% YoY) Non-GAAP Op Margin: 1112% Adj. FCF: $275290M Takeaway: solid growth strong cash generation continued upmarket shift; FX headwinds temper near-term margins but fundamentals remain"
X Link 2026-02-09T12:03Z [----] followers, [---] engagements
"$LLY Eli Lilly to acquire Orna Therapeutics Deal value up to $2.4B in cash (upfront + clinical milestones) Expands Lillys push into in vivo cell therapies Lead asset ORN-252: CD19-targeting in vivo CAR-T for autoimmune diseases Platform based on circular RNA + novel LNP delivery aiming for more durable expression https://twitter.com/i/web/status/2020831188932329744 https://twitter.com/i/web/status/2020831188932329744"
X Link 2026-02-09T12:04Z [----] followers, [---] engagements
"$MNDY -12.1% after earnings $MNDY monday Q4 & FY2025 earnings Revenue (Q4): $333.9M (+25% YoY) FY2025 Revenue: $1.232B (+27% YoY) Non-GAAP Op Margin (FY): 14% Adj. FCF (FY): $322.7M Business highlights Upmarket momentum: customers $50k ARR = 41% of ARR Record adds in $100k ARR $MNDY monday Q4 & FY2025 earnings Revenue (Q4): $333.9M (+25% YoY) FY2025 Revenue: $1.232B (+27% YoY) Non-GAAP Op Margin (FY): 14% Adj. FCF (FY): $322.7M Business highlights Upmarket momentum: customers $50k ARR = 41% of ARR Record adds in $100k ARR"
X Link 2026-02-09T12:06Z [----] followers, [---] engagements
"$NVO Novo Nordisk files lawsuit against $HIMS Hims & Hers Health Alleges patent infringement related to Wegovy and Ozempic Seeks court injunction to stop HIMS from selling unapproved drugs Says action is to protect patients from unsafe knock-off GLP-1 products"
X Link 2026-02-09T12:08Z [----] followers, [---] engagements
"$ORCL Oracle DA Davidson upgrades to Buy 📈 PT $180 Current $146.5 (Upside 23%) Upgrade driven by improving OpenAI outlook Expects OpenAI with fresh capital to meet commitments to Oracle Removes a key overhang on Oracles AI and cloud growth thesis"
X Link 2026-02-09T12:23Z [----] followers, [---] engagements
"$NVO NOVO NORDISK - SHARE REPURCHASE PROGRAMME UP TO DKK [--] BLN"
X Link 2026-02-09T12:24Z [----] followers, [---] engagements
"$HOOD Robinhood Wolfe Research upgrades to Outperform 📈 PT $125 Current $85.2 (Upside 47%) Selloff creates attractive entry point Rising EPS power from operating leverage Product expansion and international growth drive upside"
X Link 2026-02-09T12:41Z [----] followers, [---] engagements
"$CRM $NOW Dan Ives pushes back on the software doom narrative Wedbush adds Salesforce and ServiceNow back to the IVES AI [--] list after the recent software Armageddon selloff. Ives says the market assumption that large-cap software is structurally broken is wrong and he strongly disagrees. Takeaway: recent weakness seen as a reset not a thesis break for core enterprise software leaders. https://twitter.com/i/web/status/2020841536108339336 https://twitter.com/i/web/status/2020841536108339336"
X Link 2026-02-09T12:45Z [----] followers, [---] engagements
"CHATGPT EXCEEDING 10% MONTHLY GROWTH - CNBC $MSFT"
X Link 2026-02-09T13:18Z [----] followers, [---] engagements
"$GOOGL ALPHABET SEEKING TO RAISE ABOUT $15 BLN FROM US BOND SALE"
X Link 2026-02-09T13:19Z [----] followers, [---] engagements
"$MU trading lower after Yonhap reported Samsung plans to start HBM4 mass production as early as this month for Nvidias next-gen Vera Rubin AI platform. Samsung reportedly cleared Nvidia qualification and secured orders Micron guided HBM4 ramp in Q2 [----] implying later market entry Raises fresh share-risk concerns in the high-margin HBM segment $MU 2.8% pre-market https://twitter.com/i/web/status/2020850575965909488 https://twitter.com/i/web/status/2020850575965909488"
X Link 2026-02-09T13:21Z [----] followers, [---] engagements
"$BMNR Bitmine Immersion Technologies reports ETH holdings reached 4.326M tokens and total crypto + cash of $10.0B. 2.87M ETH staked ($6.2B at $2125/ETH); MAVAN staking solution on track for Q1 [----] Owns 3.58% of total ETH supply 72% of the way to the Alchemy of 5% target in [--] months Closed initial $200M investment into Beast Industries Breakdown: 4.326M ETH $595M cash plus other crypto and moonshot investments Claims leadership among crypto treasury peers in NAV/share growth velocity and BMNR trading liquidity https://twitter.com/i/web/status/2020859376743952469"
X Link 2026-02-09T13:56Z [----] followers, [---] engagements
"$HIMS responds to Novo Nordisk lawsuit calling it a direct attack on consumer choice and access. Hims & Hers Health says Big Pharma is weaponizing the US legal system Argues lawsuit targets compounded medications relied on by millions of Americans Frames the case as broader than one drug or company impacting US pharmacy practice Reiterates commitment to choice affordability and access Context: lawsuit brought by Novo Nordisk https://twitter.com/i/web/status/2020859948779872427 https://twitter.com/i/web/status/2020859948779872427"
X Link 2026-02-09T13:58Z [----] followers, [---] engagements
"$MNDY monday DA Davidson reiterates Buy 📈 PT lowered $150 (from $250) Current $78.75 (Upside 91%) PT cut reflects longer sales cycles and reduced FY26 estimates Customer checks weaker for newer products (Service) core work management still viewed very positively No signs customers are replacing monday with in-house solutions https://twitter.com/i/web/status/2020861477280690404 https://twitter.com/i/web/status/2020861477280690404"
X Link 2026-02-09T14:04Z [----] followers, [---] engagements
"$OPEN Opendoor Technologies UBS raises PT maintains Neutral 📈 PT raised $5.00 (from $1.60) Current $4.80 (Upside 4%) UBS analyst Lloyd Walmsley lifts PT by 213% Neutral rating maintained despite sharp PT increase Move reflects improved outlook vs. prior assumptions https://twitter.com/i/web/status/2020866354597810519 https://twitter.com/i/web/status/2020866354597810519"
X Link 2026-02-09T14:24Z [----] followers, [---] engagements
"$NVO Novo Nordisk TD Cowen reiterates Buy 📈 PT $70 Current $49.80 (Upside 41%) Buy rating reiterated; PT unchanged Sees potential tailwind from FDA action on GLP-1 compounding Notes impact remains uncertain and timing unclear"
X Link 2026-02-09T14:31Z [----] followers, [---] engagements
"$NVO FDA flags Novo Nordisk Wegovy TV ad as false or misleading"
X Link 2026-02-09T15:20Z [----] followers, [---] engagements
"Scheduled U.S. IPOs Week of 02/09/26 Clear Street Group $CLRS $1.0B Nasdaq Lead: Goldman Sachs Cloud-native brokerage clearing and capital markets services (NY) AGI (Agibank) $AGBK $720M NYSE Lead: Goldman Sachs Brazilian digital bank focused on social security-backed loans SOLV Energy $MWH $482M Nasdaq Lead: Jefferies Solar and battery storage construction services (San Diego) ARKO Petroleum $APC $200M Nasdaq Lead: UBS Fuel distribution to gas stations and wholesalers (Richmond) Jaguar Uranium $JAGU $30M NYSE American Lead: Titan Partners Uranium exploration projects in Colombia and"
X Link 2026-02-09T15:50Z [----] followers, [---] engagements
"Todays earnings after the close $ON $AMKR $SVM $MEDP $ACM $PNNT $UPWK $GT $PFLT $ACGL $SSD $UDR $CHGG $CINF $ICHR $GTM"
X Link 2026-02-09T20:59Z [----] followers, [----] engagements
"$AMKR Amkor Technology Reports Q4 & FY [----] Results Revenue: $1.89B (Q4 +16% YoY) EPS: $0.69 (Q4) FY Revenue: $6.71B (+6% YoY) FY EPS: $1.50 EBITDA: $1.16B Free Cash Flow: $308M Guidance (Q1 2026): Revenue $1.60B$1.70B EPS $0.18$0.28 Gross Margin 12.5%13.5% CapEx 2026: $2.5B$3.0B 💬 Record advanced packaging and computing revenue in 2025; company enters [----] with continued investment focus on advanced packaging growth. https://twitter.com/i/web/status/2020967214782820786 https://twitter.com/i/web/status/2020967214782820786"
X Link 2026-02-09T21:05Z [----] followers, [---] engagements
"Cipher Mining $CIFR will release its fourth quarter and full year [----] financial results before U.S. markets open on February [--] 2026"
X Link 2026-02-09T21:09Z [----] followers, [---] engagements
"$MEDP Medpace Reports Q4 & FY [----] Results Revenue: $708.5M (Q4 +32% YoY) $2.53B (FY +20% YoY) EPS (GAAP): $4.67 (Q4) $15.28 (FY) EBITDA: $160.2M (Q4 +20% YoY) $557.7M (FY) Backlog: $3.03B (+4.3% YoY) Book-to-bill: 1.04x (Q4) 1.05x (FY) Cash: $497.0M Share Repurchases (FY): $912.9M Guidance 2026: Revenue $2.755$2.855B EPS $16.68$17.50 EBITDA $605$635M 💬 Strong revenue growth and solid bookings in 2025; [----] outlook points to continued expansion with moderated growth rates. https://twitter.com/i/web/status/2020970709082648970 https://twitter.com/i/web/status/2020970709082648970"
X Link 2026-02-09T21:18Z [----] followers, [---] engagements
"$SHOP Shopify MoffettNathanson upgrades to Buy 📈 PT $150 (from $122) Current $120.5 (Upside 24%) Upgrade driven by valuation dislocation after software selloff; viewed as an attractive long-term entry Analyst sees Shopify as a winner in AI-driven conversational commerce not threatened by AI MoffettNathanson 15% above Street on FY26 non-GAAP operating income estimates https://twitter.com/i/web/status/2020973579030893032 https://twitter.com/i/web/status/2020973579030893032"
X Link 2026-02-09T21:30Z [----] followers, [---] engagements
"$GT Goodyear Reports Q4 & FY [----] Results Revenue: $4.9B (Q4) $18.3B (FY) Net Income: $105M (Q4) Net Loss: $1.7B (FY non-cash impairments) Adj. Net Income: $113M (Q4) Segment Operating Income: $416M (Q4) Goodyear Forward: $192M benefit (Q4) $1.25B cumulative Divestiture Proceeds: $2.3B https://twitter.com/i/web/status/2020974504759992631 https://twitter.com/i/web/status/2020974504759992631"
X Link 2026-02-09T21:34Z [----] followers, [---] engagements
"$RGNX REGENXBIO Receives FDA CRL for RGX-121 BLA (MPS II) Regulatory: FDA issued Complete Response Letter (Feb [--] 2026) Concerns: Definition of neuronopathic population; external natural-history control; CSF HS D2S6 surrogate endpoint Next Steps: Type A meeting planned; additional analyses and longer-term clinical data to support resubmission Market Reaction: 21% after hours https://twitter.com/i/web/status/2020980414454673713 https://twitter.com/i/web/status/2020980414454673713"
X Link 2026-02-09T21:57Z [----] followers, [---] engagements
"📅 Tuesday February [--] [----] ☕ Morning Briefing 🕒 All times in ET 🔎 Market Overview: Continuation of a single-stockdriven tape. Focus is firmly on large-cap earnings software and consumer reactions and U.S. retail sales as the key macro catalyst. Options flows and event risk remain elevated as markets look for confirmation after the rebound. 📊 Economic Data / Macro: U.S. Retail Sales (MoM Dec) 8:30 AM ET 💰 Earnings Pre-Market: $SPOT Spotify 6:00 AM $KO Coca-Cola 6:55 AM $CVS CVS Health 6:30 AM $RACE Ferrari 6:20 AM $OSCR Oscar Health 6:00 AM $HAS Hasbro 6:30 AM $XYL Xylem 6:55 AM $DDOG"
X Link 2026-02-10T07:23Z [----] followers, [---] engagements
"$TSM TSMC posts record January revenue January revenue +37% YoY to NT$401.26B ($12.7B) all-time monthly high Eases fears of AI demand slowdown after recent deceleration [----] capex reaffirmed at $52B$56B (+27%37% YoY) [----] revenue growth expected at 30% accelerating vs. [----] https://twitter.com/i/web/status/2021129231074243034 https://twitter.com/i/web/status/2021129231074243034"
X Link 2026-02-10T07:48Z [----] followers, [---] engagements
"$SPOT Spotify Earnings Beat Revenue: $5.396B (Est. $5.37B) 🟢 EPS: $5.28 (Est. $3.30) 🟢 YoY: EPS +189% Revenue +22% QoQ: EPS +40% Revenue +10% 💬 Spotify delivered a strong earnings and revenue beat with broad-based growth across profitability and top-line metrics. https://twitter.com/i/web/status/2021177923005288450 https://twitter.com/i/web/status/2021177923005288450"
X Link 2026-02-10T11:02Z [----] followers, [----] engagements
"$OSCR -10% pre-market after earnings $OSCR Oscar Health Reports Q4 & FY [----] Results Revenue: $2.81B (Q4) $11.70B (FY) EPS (GAAP): $1.35 (Q4) $1.69 (FY) Adjusted EBITDA: $307.8M (Q4) $279.8M (FY) Members: 3.4M (record) Guidance 2026: Revenue $18.7B$19.0B Operating Income $250M$450M $OSCR Oscar Health Reports Q4 & FY [----] Results Revenue: $2.81B (Q4) $11.70B (FY) EPS (GAAP): $1.35 (Q4) $1.69 (FY) Adjusted EBITDA: $307.8M (Q4) $279.8M (FY) Members: 3.4M (record) Guidance 2026: Revenue $18.7B$19.0B Operating Income $250M$450M"
X Link 2026-02-10T11:03Z [----] followers, [----] engagements
"Microchip Technology Announces Upsize and Pricing of Offering of $800 Million of Convertible Senior Notes $MCHP"
X Link 2026-02-10T11:47Z [----] followers, [---] engagements
"$DDOG Datadog Q4 & FY [----] Earnings Revenue: $953M (Q4 +29% YoY) $3.43B (FY +28% YoY) Operating Income (GAAP): $9M (Q4) Operating Margin (Non-GAAP): 24% (Q4) 22% (FY) Operating Cash Flow: $327M (Q4) $1.05B (FY) Free Cash Flow: $291M (Q4) $915M (FY) Guidance 2026: Provided for revenue non-GAAP operating income and non-GAAP EPS https://twitter.com/i/web/status/2021192692839969117 https://twitter.com/i/web/status/2021192692839969117"
X Link 2026-02-10T12:01Z [----] followers, [---] engagements
"$IBM IBM Launches Agentic AI-Powered FlashSystem Portfolio Introduces FlashSystem [----] [----] [----] with FlashSystem services Up to 40% higher data efficiency and ransomware detection 60s New 5th-gen FlashCore Module with up to 105TB per drive Scales to [----] PBe per system; management effort 90% claimed General availability: March [--] [----] https://twitter.com/i/web/status/2021192935333601688 https://twitter.com/i/web/status/2021192935333601688"
X Link 2026-02-10T12:02Z [----] followers, [---] engagements
"$JMIA Jumia Q4 & FY [----] Earnings GMV: $279.5M (Q4 +36% YoY) $818.6M (FY) Revenue: $61.4M (Q4 +34% YoY) $188.9M (FY) Operating Cash Use: $1.7M (Q4) Liquidity: $77.8M Outlook: Adj. EBITDA breakeven: Q4 [----] Positive cash flow: Q4 [----] Full-year profitability: [----] https://twitter.com/i/web/status/2021193145627652322 https://twitter.com/i/web/status/2021193145627652322"
X Link 2026-02-10T12:02Z [----] followers, [----] engagements
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