#  @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) 79.56% [finance](/list/finance) 35.36% [technology brands](/list/technology-brands) 22.28% [cryptocurrencies](/list/cryptocurrencies) 15.47% [countries](/list/countries) 4.42% [automotive brands](/list/automotive-brands) 4.05% [financial services](/list/financial-services) #2064 [exchanges](/list/exchanges) #4840 [luxury brands](/list/luxury-brands) 1.47% [social networks](/list/social-networks) 1.29% **Social topic influence** [strong](/topic/strong) 13.44%, [cash flow](/topic/cash-flow) #552, [flow](/topic/flow) 9.94%, [ai](/topic/ai) #6164, [growth](/topic/growth) 6.81%, [market](/topic/market) #165, [health](/topic/health) 4.24%, [dividend](/topic/dividend) #875, [eps](/topic/eps) #181, [gainers](/topic/gainers) #56 **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) [AppLovin Corporation (APP)](/topic/$app) [Goldman Sachs (GS)](/topic/goldman-sachs) [S&P Global Inc (SPGI)](/topic/$spgi) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Morgan Stanley (MS)](/topic/morgan-stanley) [Anbio Biotechnology (NNNN)](/topic/$nnnn) [Enphase Energy Inc (ENPH)](/topic/$enph) [Microchip Technology Inc. (MCHP)](/topic/$mchp) [Bloom Energy Corporation (BE)](/topic/$be) [Cipher Mining Inc. Common Stock (CIFR)](/topic/cipher-mining) [TeraWulf Inc. (WULF)](/topic/terawulf) [Hinge Health, Inc. (HNGE)](/topic/$hnge) [United Microelectronic Corp. (UMC)](/topic/$umc) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Credo Technology Group Holding Ltd (CRDO)](/topic/$crdo) [Roblox Corp. (RBLX)](/topic/$rblx) [Applied Digital Corp. (APLD)](/topic/$apld) [Fluence Energy, Inc. (FLNC)](/topic/$flnc) [Galaxy Digital Inc. (GLXY)](/topic/galaxy-digital) [Unity Software Inc. (U)](/topic/$u) [Bill.com Holdings, Inc. (BILL)](/topic/$bill) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Lyft, Inc. Class A Common Stock (LYFT)](/topic/$lyft) [Ramaco Resources, Inc. Common Stock (METC)](/topic/$metc) [Alibaba Group (BABA)](/topic/$baba) [Msci Inc (MSCI)](/topic/$msci) ### Top Social Posts Top posts by engagements in the last [--] hours "$BNTX BioNTech/Pfizer COVID vaccine gets EU boost ahead of winter season via EUs CHMP issues positive opinion on LP.8.1-adapted vaccine Targets dominant variants incl. XFG NB.1.8.1 LF.7 with improved immune response Pending EC approval rollout covers ages [--] months+ Manufacturing already initiated doses ready for shipment Backed by 1B+ doses administered reinforcing safety & efficacy Strategic step to secure [--------] seasonal market share Revenue boost possible from fall/winter government contracts http://overnightstocks.com http://overnightstocks.com" [X Link](https://x.com/allday_stocks/status/1948672463677661618) 2025-07-25T09:11Z [----] followers, [--] engagements "📊 Today's Earnings Before Market Open via $CVS $RBLX $ABBV $MA $CCJ $BLDR $NCLH $SHAK $CRS $HWM $BMY $ALNY $CMCSA $PWR $RACE $SPGI $CI $EME $MLCO $MPW $WRD $SO $CVE $APLS $APTV $BIIB $ATI $BAX $APD $APG $ICE $GOOS $HII $SHEL $SIRI $SAN $PCG $VMC $LSPD $IDCC $XRX $XYL $TFX $VCEL $ING $ITT $MAS $MEOH $KEX $LAUR http://overnightstocks.com http://overnightstocks.com" [X Link](https://x.com/allday_stocks/status/1950854264357552632) 2025-07-31T09:41Z [----] followers, [----] engagements "U.S. Section [---] Probe Targets Robotics & Medical Devices European Stocks Slide on Tariff Fears $SHL.DE Siemens Healthineers -4.7% $AFX.DE Carl Zeiss Meditec -3% $ENR.DE Siemens Energy -2.4% $PHIA.AS Philips -2.4% U.S. launches Section [---] investigation into robotics machinery & medical technology Probe could lead to new tariffs or import restrictions in these sectors Philips says no immediate operational or financial impact should be assumed https://twitter.com/i/web/status/1971127506783658335 https://twitter.com/i/web/status/1971127506783658335" [X Link](https://x.com/allday_stocks/status/1971127506783658335) 2025-09-25T08:19Z [----] followers, [---] engagements "$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 "After-Hours Movers Top [--] Gainers $METC Ramaco Resources +28.20% $ATEC Alphatec Holdings +21.07% $IRTC iRhythm Technologies +16.23% $RYAN Ryan Specialty Holdings +14.98% $WDC Western Digital +12.17% Top [--] Losers $SPSC SPS Commerce -27.81% $DXCM DexCom -16.42% $ALKT Alkami Technology -16.02% $SVV Savers Value Village -13.76% $APPF AppFolio -11.97% https://twitter.com/i/web/status/1984007940857082105 https://twitter.com/i/web/status/1984007940857082105" [X Link](https://x.com/allday_stocks/status/1984007940857082105) 2025-10-30T21:22Z [----] followers, [---] engagements "$APP AppLovin Reports Record Q3 Results Raises Buyback Authorization Revenue: $1.41B (+68% YoY) 🟢 Net Income: $836M (+92% YoY) 🟢 Adjusted EBITDA: $1.16B (+79% YoY) 🟢 Operating Cash Flow / FCF: $1.05B 🟢 Share Repurchase Authorization: Increased by $3.2B (Total $3.3B remaining) 💰 Guidance (Q4 2025): Revenue: $1.57B$1.60B Adjusted EBITDA: $1.29B$1.32B (8283% margin) 💬 AppLovin posts another strong quarter with massive profitability and cash generation reinforcing shareholder returns through an expanded $3.3B buyback. https://twitter.com/i/web/status/1986178531001573689" [X Link](https://x.com/allday_stocks/status/1986178531001573689) 2025-11-05T21:07Z [----] followers, 13.1K engagements "$CXM Sprinklr Q3 Earnings Revenue: $219.1M Subscription Revenue: $190.3M Net Cash From Operations: $20.0M Free Cash Flow: $15.5M RPO: 5% YoY cRPO: +3% YoY $1M+ Customers: [---] GAAP Operating Income: $11.6M Non-GAAP Operating Income: $33.5M GAAP EPS: $0.01 Non-GAAP EPS: $0.12 Cash & Equivalents: $480.3M Guidance (Q4 FY26): Subscription Revenue: $191M$192M Total Revenue: $216.5M$217.5M Non-GAAP Operating Income: $29M$30M Non-GAAP EPS: $0.09$0.10 Guidance (FY26): Subscription Revenue: $754M$755M Total Revenue: $853M$854M Non-GAAP Operating Income: $137.5M$138.5M Non-GAAP EPS: $0.43$0.44 💬" [X Link](https://x.com/allday_stocks/status/1996190189232816567) 2025-12-03T12:10Z [----] followers, [---] engagements "$EW Edwards Lifesciences Stifel raises price target Stifel reiterates Buy Price Target: $100 (prev. $95) Current Price: $86 Upside: 16%" [X Link](https://x.com/allday_stocks/status/1996893879787049403) 2025-12-05T10:46Z [----] followers, [---] engagements "Movers Today Dec [--] Gainers: $IMNM Immunome +20.85% $OLMA Olema Pharmaceuticals +6.44% $ANF Abercrombie & Fitch +6.00% $ZIM ZIM Integrated Shipping +5.70% $ATGE Adtalem Global Education +5.17% Losers: $CLSK CleanSpark 15.13% $CIFR Cipher Mining 13.43% $APLD Applied Digital 12.96% $WULF TeraWulf 12.86% $HUT Hut [--] 12.47% https://twitter.com/i/web/status/2000608175196918256 https://twitter.com/i/web/status/2000608175196918256" [X Link](https://x.com/allday_stocks/status/2000608175196918256) 2025-12-15T16:45Z [----] followers, [---] engagements "$ADSK Autodesk: BTIG initiates Buy sets PT at $365 Rating: Buy PT: $365 Key driver: Long-term upside from cloud innovation expanding TAM and margin improvement path toward 41% operating margin Current price: $295 (Upside: +23.7%)" [X Link](https://x.com/allday_stocks/status/2001280018777874483) 2025-12-17T13:15Z [----] followers, [---] engagements "After-Hours Movers Dec [--] Top Gainers $ORCL Oracle +3.42% $CRWV CoreWeave +3.27% $LFST LifeStance Health +3.03% $SEI Solaris Energy Infrastructure +2.83% $SAIL SailPoint +2.57% Top Losers $NKE Nike 10.39% $SBS Sabesp + 6.17% $BMO Bank of Montreal 5.44% $LWB Lamb Weston 3.42% $KBH KB Home 3.19% https://twitter.com/i/web/status/2001790478023278656 https://twitter.com/i/web/status/2001790478023278656" [X Link](https://x.com/allday_stocks/status/2001790478023278656) 2025-12-18T23:03Z [----] followers, [---] engagements "Biotech Outlook [----] Bank of America BofA sees small- and mid-cap biotech well positioned into [----] Top picks: $ARGX Argenx $KALV KalVista Pharmaceuticals $OCUL Ocular Therapeutix $VRTX Vertex Pharmaceuticals Key drivers: clearer regulatory pathways improved commercial execution and a dense slate of upcoming clinical data https://twitter.com/i/web/status/2002479264503861437 https://twitter.com/i/web/status/2002479264503861437" [X Link](https://x.com/allday_stocks/status/2002479264503861437) 2025-12-20T20:40Z [----] followers, [----] engagements "DAX Weekly Winners & Losers Performance (Dec 13Dec 19) Index +0.42% Modest index gains driven by financials and utilities while autos and heavy industry dragged on performance. 🔝 Top Performers of the Week $ZAL Zalando +8.28% $EOAN E.ON +4.22% $CBK Commerzbank +3.99% $DBK Deutsche Bank +3.76% $RWE RWE +2.86% $SY1 Symrise +2.60% $DB1 Deutsche Brse +2.32% $DTE Deutsche Telekom +2.20% $ALV Allianz +1.99% $G1A GEA Group +1.97% 🔻 Worst Performers of the Week $VOW3 Volkswagen 3.79% $RHM Rheinmetall 3.65% $BMW BMW 2.86% $MBG Mercedes-Benz Group 2.84% $DTG Daimler Truck 2.63% $BAS BASF 2.17% $HEI" [X Link](https://x.com/allday_stocks/status/2002707232987762713) 2025-12-21T11:46Z [----] followers, [---] engagements "OVERNIGHT MOVERS DEC [--] Top Gainers: $ZIM ZIM Integrated Shipping +12.4% $NVO Novo Nordisk +9.4% $NNNN Anbio Biotech +4.5% $LION Lionsgate Studios +4.2% $HII Huntington Ingalls +3.8% Top Losers: $RKLB Rocket Lab 7.0% $LUNR Intuitive Machines 4.6% $ASTS AST SpaceMobile 4.4% $NTRA Natera 3.9% https://twitter.com/i/web/status/2003357450569753042 https://twitter.com/i/web/status/2003357450569753042" [X Link](https://x.com/allday_stocks/status/2003357450569753042) 2025-12-23T06:50Z [----] followers, [---] engagements "PRE-MARKET MOVERS DEC [--] Top Gainers: $DBRG DigitalBridge Group +33.3% $KOF Coca-Cola FEMSA +6.2% $UUUU Energy Fuels +5.5% $ABVX Abivax +5.4% $ARQT Arcutis Biotherapeutics +3.7% Top Losers: $BOH Bank of Hawaii 7.1% $LFST LifeStance Health 4.6% $MKC McCormick & Company 4.1% $CDE Coeur Mining 4.0% $APLD Applied Digital 3.8% https://twitter.com/i/web/status/2005600600659026234 https://twitter.com/i/web/status/2005600600659026234" [X Link](https://x.com/allday_stocks/status/2005600600659026234) 2025-12-29T11:23Z [----] followers, [---] engagements "$PONY deepens strategic partnership with BAIC BJEV 🚗🤖 Expanded collaboration to accelerate L4 Robotaxi mass production & commercialization Focus on purpose-built Robotaxi design in-cabin systems fleet ops user acquisition & maintenance Goal: lower BOM and long-term operating costs via BAIC BJEVs OEM supply chain 600+ Arcfox Alpha T5 Robotaxis already operating in Beijing & Shenzhen Nearly RMB 1B invested in autonomous driving R&D since [----] Partnership to include additional capital and support global expansion Signal: scaling phase for Robotaxi moves closer as cost and production ramp" [X Link](https://x.com/allday_stocks/status/2010380469758472330) 2026-01-11T15:57Z [----] followers, [---] engagements "$RGNX REGENXBIO strong RGX-202 durability key [----] catalysts ahead 18-month durability data for RGX-202 remains strong [----] flagged as a pivotal year with major data readouts FDA PDUFA decision upcoming Expects $100M payment from AbbVie in H1 [----] boosting cash position https://twitter.com/i/web/status/2010448748347031866 https://twitter.com/i/web/status/2010448748347031866" [X Link](https://x.com/allday_stocks/status/2010448748347031866) 2026-01-11T20:28Z [----] followers, [---] engagements "$TEM Tempus AI preliminary Q4 & FY25 results (strong growth) FY25 (prelim unaudited): Revenue: $1.27B (+83% YoY; 30% organic excl. Ambry) Diagnostics: $955M (+111% YoY) Oncology volume +26% Hereditary +29% Data & Applications: $316M (+31% YoY) Insights / data licensing +38% Net revenue retention: 126% TCV: $1.1B (record) Q4 FY25 (prelim): Revenue: $367M (+83% YoY) Diagnostics: $266M (+121% YoY) Oncology +29% Hereditary +23% Data & Applications: $100M (+25% YoY; Insights +68% ex-AZN warrant) Notes: Record Data & Apps quarter; accelerating genomics volumes Presenting at J.P. Morgan Healthcare" [X Link](https://x.com/allday_stocks/status/2010482741544882229) 2026-01-11T22:43Z [----] followers, [----] engagements "Trading is back Overnight Movers 🌙📊 🔺 Gainers $FRSH Freshworks +12.5% $PAAS Pan American Silver +6.8% $AG First Majestic Silver +5.8% $MIR Mirion Technologies +4.9% $KSS Kohls +4.8% $OPRA Opera +4.7% $ASX ASE Technology Holding +4.6% $TEM Tempus AI +4.4% $METC Ramaco Resources +4.0% $XYZ Block +4.0% 🔻 Losers $SYF Synchrony Financial 5.6% $COF Capital One Financial 3.3% $FLY Firefly Aerospace 3.0% $PSIX Power Solutions International 3.0% $BBWI Bath & Body Works 2.8% $VRSN VeriSign 2.5% $HNGE Hinge Health 2.5% $TER Teradyne 2.5% $AMKR Amkor Technology 2.5% $SMMT Summit Therapeutics 2.4%" [X Link](https://x.com/allday_stocks/status/2010519595753382300) 2026-01-12T01:09Z [----] followers, [---] engagements "📈 Overnight Movers Jan [--] 🔺 Top Gainers $TEM Tempus AI +6.61% $MUX McEwen Mining +5.09% $BILI Bilibili +4.77% $AG First Majestic Silver +4.66% $BABA Alibaba Group +4.58% $NNNN Anbio Biotechnology +3.86% $WB Weibo +3.81% $CDE Coeur Mining +3.77% $HNGE Hinge Health +3.74% $NEXT NextDecade +3.48% 🔻 Top Losers $SYF Synchrony Financial 5.05% $CLBT Cellebrite DI Ltd. 3.95% $COF Capital One Financial 3.89% $BLBD Blue Bird Corp. 3.47% $LTC LTC Properties 3.47% $FTAI FTAI Aviation 3.16% $SYM Symbotic 3.12% $SERV Serve Robotics 3.06% $LITE Lumentum Holdings 2.81% $DOCN DigitalOcean Holdings 2.65%" [X Link](https://x.com/allday_stocks/status/2010607791858172116) 2026-01-12T07:00Z [----] followers, [---] engagements "Overnight Movers Jan [--] 🔼 Top Gainers $HII Huntington Ingalls +5.18% $BILI Bilibili +5.13% $TTAN ServiceTitan +4.37% $HMY Harmony Gold +4.13% $HNGE Hinge Health +4.05% 🔻 Top Losers $RAPP Rapport Therapeutics 3.43% $TCOM Group 3.27% $POR Portland General Electric 2.99% $RIVN Rivian 2.45% $TVTX Travere Therapeutics 2.03% http://Trip.com http://Trip.com" [X Link](https://x.com/allday_stocks/status/2011343799994253646) 2026-01-14T07:45Z [----] followers, [---] engagements "$ZIM ZIM Integrated Shipping Goldman Sachs raises PT maintains Neutral PT $15 $21" [X Link](https://x.com/allday_stocks/status/2011349595318862198) 2026-01-14T08:08Z [----] 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 "$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 $6.96 (Upside 144%)" [X Link](https://x.com/allday_stocks/status/2012113896396431725) 2026-01-16T10:45Z [----] followers, [---] engagements "$DQ Daqo New Energy Subsidiary guides FY25 loss improvement YoY Xinjiang Daqo prelim. FY25 net loss: RMB 1.01.3B (PRC GAAP) vs. FY24 loss: RMB 2.7B clear YoY improvement Xinjiang Daqo = core earnings driver (72.8% owned) Figures are preliminary PRC GAAP may not align with U.S. GAAP Management flags material variance risk until final close Bottom line: losses narrowing but visibility still low treat guidance with caution. https://twitter.com/i/web/status/2012119399046541463 https://twitter.com/i/web/status/2012119399046541463" [X Link](https://x.com/allday_stocks/status/2012119399046541463) 2026-01-16T11:07Z [----] followers, [---] engagements "$BTDR Bitdeer BTIG reiterates Buy maintains PT 📈 PT $25 Current $15.2 (Upside 64%) Revenue outlook raised on BTC price strength self-mining hash rate and AI cloud FY26 EBITDA forecast trimmed but top-line momentum intact" [X Link](https://x.com/allday_stocks/status/2012136919191454033) 2026-01-16T12:16Z [----] followers, [---] engagements "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 "📈 Pre-Market Movers Jan [--] Top Gainers $KEP Korea Electric Power +15.42% $UMC United Microelectronics +14.73% $SKM SK Telecom +9.72% $CRML Critical Metals +8.40% $SKE Skeena Resources +8.08% $SII Sprott +7.94% $ORLA Orla Mining +7.56% $IAG IAMGOLD +7.54% $IBRX ImmunityBio +7.45% $HYMC Hycroft Mining +6.98% $PKX POSCO Holdings +6.97% $GFI Gold Fields +6.79% $CRK Comstock Resources +6.14% $AR Antero Resources +5.75% $ENLT Enlight Renewable Energy +5.64% Top Losers $MTD Mettler-Toledo 10.31% $KAR OPENLANE 8.54% $GLXY Galaxy Digital 7.69% $UI Ubiquiti 7.40% $RIOT Riot Platforms 7.30% $FAST" [X Link](https://x.com/allday_stocks/status/2013612370287854040) 2026-01-20T13:59Z [----] followers, [---] engagements "$PRGS Progress Software Mixed Q Results Revenue: $252.67M (Est. $252.86M) 🔻 EPS: $1.51 (Est. $1.31) 🟢 YoY: EPS +14% Revenue +18% QoQ: EPS +1% Revenue +1% 💬 Progress Software reported an EPS beat versus expectations while revenue came in slightly below consensus. https://twitter.com/i/web/status/2013720472639111327 https://twitter.com/i/web/status/2013720472639111327" [X Link](https://x.com/allday_stocks/status/2013720472639111327) 2026-01-20T21:09Z [----] followers, [---] engagements "$CFG Citizens Financial Q4 [----] Earnings EPS: $1.13 (Est. $1.10) 🟢 Net Interest Income: $1.50B (Est. $1.53B) 🔻 Provision for Credit Losses: $137M (Est. $148.2M) 🟢 Total Deposits: $183.38B (Est. $180.35B) 🟢" [X Link](https://x.com/allday_stocks/status/2013936505736101927) 2026-01-21T11:27Z [----] followers, [---] engagements "Overnight Movers Jan [--] Top Gainers $VG Venture Global +12.28% $OGN Organon +10.22% $KRMN Karman Holdings +6.75% $NICE NICE Ltd +4.12% $INFY Infosys +4.10% Top Losers $RKLB Rocket Lab 3.67% $PBF PBF Energy 3.29% $TAP Molson Coors 3.27% $SMG Scotts Miracle-Gro 3.26% $SONY Sony Group 3.04% https://twitter.com/i/web/status/2014222583768474089 https://twitter.com/i/web/status/2014222583768474089" [X Link](https://x.com/allday_stocks/status/2014222583768474089) 2026-01-22T06:24Z [----] followers, [---] engagements "Pre-Market Movers Jan [--] Top Gainers $VG Venture Global +12.83% $KRMN Karman Holdings +10.88% $IPAR Interparfums +5.99% $TMC TMC the metals company +5.64% $ARM Arm Holdings +5.60% $MRNA Moderna +5.59% $HYMC Hycroft Mining +5.38% $BABA Alibaba +5.22% $PLAB Photronics +4.86% $FULT Fulton Financial +4.83% $COHR Coherent +4.55% $MT ArcelorMittal +4.29% $RMBS Rambus +4.26% $NUVB Nuvation Bio +4.23% $ELAN Elanco Animal Health +4.07% Top Losers $NAMS NewAmsterdam Pharma 7.75% $BANC Banc of California 4.45% $KNX Knight-Swift Transportation 3.85% $UMC United Microelectronics 3.68% $TAP Molson Coors" [X Link](https://x.com/allday_stocks/status/2014272643197771800) 2026-01-22T09:43Z [----] followers, [---] engagements "$CSX CSX Corp. Q4 & FY2025 Earnings Revenue (Q4): $3.51B (1% YoY) Operating Income (Q4): $1.11B Net Earnings (Q4): $720M EPS (Q4): $0.39 Includes $50M severance and technology rationalization charges ($0.02/share) Revenue (FY2025): $14.09B Operating Income (FY): $4.52B Adj. Operating Income (FY): $4.69B (ex $164M goodwill impairment) Operating Margin (FY): 32.1% Adj. Operating Margin (FY): 33.2% EPS (FY): $1.54 Adj. EPS (FY): $1.61 https://twitter.com/i/web/status/2014443749133135996 https://twitter.com/i/web/status/2014443749133135996" [X Link](https://x.com/allday_stocks/status/2014443749133135996) 2026-01-22T21:03Z [----] followers, [---] engagements "Overnight Movers Jan [--] Top Gainers $QURE uniQure +7.6% $CSIQ Canadian Solar +5.2% $CPNG Coupang +4.2% $ISRG Intuitive Surgical +4.2% $USAR USA Rare Earth +4.2% Top Losers $INTC Intel 11.7% $DRI Darden Restaurants 4.4% $UMC United Microelectronics 4.3% $COF Capital One 3.3% $APD Air Products 3.3% https://twitter.com/i/web/status/2014588296517611956 https://twitter.com/i/web/status/2014588296517611956" [X Link](https://x.com/allday_stocks/status/2014588296517611956) 2026-01-23T06:37Z [----] followers, [---] engagements "$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 "Some interesting IPOs next week: Upcoming IPOs Week Ahead Several sizable IPOs are lined up spanning fintech space & defense and insurance tech. $PICS PicPay Brazilian digital bank targeting a $2.5B valuation Deal size: up to $434M 22.9M shares at $16$19 42M active users; payments full digital bank (cards insurance BNPL) Brazil returning to US IPO markets after multi-year drought $YSS York Space Systems Space & defense satellite contractor Deal size: $512M (up to $544M) 16M shares at $30$34 Implied mkt cap: $4.0$4.25B Major DoD contractor; [--] missions 4M+ on-orbit hours NYSE listing expected" [X Link](https://x.com/allday_stocks/status/2015412939285499968) 2026-01-25T13:14Z [----] followers, [---] engagements "$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 $49.4 (Upside 9.3%)" [X Link](https://x.com/allday_stocks/status/2015718814713835668) 2026-01-26T09:29Z [----] followers, [---] engagements "$ENPH Enphase Energy workforce reduction & restructuring 🔻 Announces 6% workforce reduction Restructuring plan follows expiration of the federal solar tax credit Move aimed at cost alignment amid weaker policy support Stock reaction: 3.2%" [X Link](https://x.com/allday_stocks/status/2015784812846440543) 2026-01-26T13:52Z [----] followers, [---] engagements "$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 "Overnight Movers Jan [--] 🔼 Top Gainers $NNNN Anbio Biotech +10.01% $24.94 $UMC United Microelectronics +7.58% $12.20 $HSAI Hesai Group +4.89% $26.36 $AUGO Aura Minerals +4.45% $71.89 $VOYG Voyager Technologies +3.88% $34.55 🔻 Top Losers $HUM Humana 12.15% $231.60 $UNH UnitedHealth Group 8.60% $321.40 $CVS CVS Health 7.71% $77.40 $ELV Elevance Health 5.82% $355.00 $PSIX Power Solutions 3.84% $73.78 https://twitter.com/i/web/status/2016038306505429240 https://twitter.com/i/web/status/2016038306505429240" [X Link](https://x.com/allday_stocks/status/2016038306505429240) 2026-01-27T06:39Z [----] followers, [---] engagements "$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 "Pre-Market Movers Jan [--] 🔼 Gainers $NET Cloudflare +10.9% $UMC United Microelectronics +10.8% $NNNN Anbio Biotechnology +10.3% $DOCN DigitalOcean +9.7% $KC Kingsoft Cloud +8.3% $SKM SK Telecom +7.7% $TLX Telix Pharmaceuticals +5.5% $CRWV CoreWeave +5.0% $MU Micron +4.6% $HSAN Hesai +4.5% $AUGO Aura Minerals +4.5% $GM General Motors +4.4% $AAL American Airlines +4.2% $MKSI MKS Instruments +4.1% $BILI Bilibili +4.0% 🔻 Losers $HUM Humana 16.9% $UNH UnitedHealth 16.4% $ALHC Alignment Healthcare 15.6% $CVS CVS Health 13.0% $AGYS Agilysys 12.3% $SANM Sanmina 8.5% $ELV Elevance Health 8.1% $BRO" [X Link](https://x.com/allday_stocks/status/2016125601212518611) 2026-01-27T12:26Z [----] followers, [---] engagements "Todays Leaders Jan [--] $RDW Redwire +31.4% $GLW Corning +16.2% $APLD Applied Digital +14.9% $NET Cloudflare +13.5% $CRWV CoreWeave +12.6% $TE TI Energy +12.5% $FLY Firefly Aerospace +12.1% $FLNC Fluence Energy +11.7% $LUMN Lumen +11.4% $HCA HCA Healthcare +11.3% $UMC UMC +11.1% $SYY Sysco +10.0% $PL Planet Labs +9.9% $SKM SK Telecom +9.8% $ONDS Ondas +9.6% https://twitter.com/i/web/status/2016193797072551978 https://twitter.com/i/web/status/2016193797072551978" [X Link](https://x.com/allday_stocks/status/2016193797072551978) 2026-01-27T16:57Z [----] followers, [---] engagements "📊 OVERNIGHT MOVERS Jan [--] 🔼 Top Gainers $LRN Stride Inc. +30.47% $TXN Texas Instruments +11.39% $NXT Nextracker +10.41% $STX Seagate Technology +9.43% $ASML ASML Holding +8.44% $WDC Western Digital +6.20% $INTC Intel +5.72% $LRCX Lam Research +5.17% $SNDK Sandisk +4.76% $MCHP Microchip Technology +4.59% 🔻 Top Losers $SWKS Skyworks Solutions 9.99% $UMC United Microelectronics 3.92% $QRVO Qorvo 3.36% $UI Ubiquiti 2.98% $APTV Aptiv 2.74% $FOLD Amicus Therapeutics 2.73% $ANF Abercrombie & Fitch 2.55% $CART Maplebear (Instacart) 2.45% $NNNN Anbio Biotechnology 2.37% $YUM Yum Brands 2.32%" [X Link](https://x.com/allday_stocks/status/2016396731416473714) 2026-01-28T06:23Z [----] followers, [---] engagements "$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 "$UMC United Microelectronics Misses EPS Beats Revenue Pre-Market -10.2% Revenue: $1.97B (Est. $1.94B) 🟢 EPS: $0.13 (Est. $0.14) 🔻 💬 Modest EPS miss outweighs revenue beat pressuring shares pre-market" [X Link](https://x.com/allday_stocks/status/2016463645270511638) 2026-01-28T10:49Z [----] followers, [---] engagements "$EDU New Oriental Education Beats EPS Guides Q3/FY Pre-Market +5.4% Revenue: $1.19B (Est. $1.16B) 🟢 EPS: $0.45 (Est. $0.34) 🟢 Guidance Q3 [----] Revenue: $1.311.35B (Est. $1.33B) Guidance FY2026 Revenue: $5.295.48B (Est. $5.37B) 💬 Strong EPS beat with revenue above consensus; guidance broadly in line. https://twitter.com/i/web/status/2016463710273802448 https://twitter.com/i/web/status/2016463710273802448" [X Link](https://x.com/allday_stocks/status/2016463710273802448) 2026-01-28T10:49Z [----] followers, [---] engagements "$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 $8.358.50 💬 Danaher delivered mid-single-digit growth in Q4 and FY2025 and initiated FY2026 guidance pointing to accelerating earnings leverage. https://twitter.com/i/web/status/2016466996745945153 https://twitter.com/i/web/status/2016466996745945153" [X Link](https://x.com/allday_stocks/status/2016466996745945153) 2026-01-28T11:02Z [----] followers, [---] engagements "$VFC VF Corporation Delivers Q3 FY26 Revenue Growth Margin Expansion & Deleveraging Revenue: +1% YoY reported +4% YoY ex-Dickies Gross Margin: 56.6% (+30 bps YoY) 57.0% ex-Dickies Operating Income: $289M (vs. $226M LY) $341M ex-Dickies Operating Margin: 10.1% (+210 bps YoY) 12.1% ex-Dickies EPS: $0.76 reported (vs. $0.43 LY) $0.58 ex-Dickies Dividend: $0.09 per share (quarterly) Brand Performance: The North Face +8% YoY (constant currency) Timberland +5% YoY (constant currency) 5th straight growth quarter Vans performance in line with expectations Americas: +6% C$ ex-Dickies strongest" [X Link](https://x.com/allday_stocks/status/2016467741402714524) 2026-01-28T11:05Z [----] followers, [---] engagements "$GD General Dynamics Beats EPS & Revenue Revenue: $14.38B (Est. $13.78B) 🟢 EPS: $4.17 (Est. $4.11) 🟢 💬 Q4 results came in above expectations on both the top and bottom line" [X Link](https://x.com/allday_stocks/status/2016482271088308401) 2026-01-28T12:03Z [----] followers, [---] engagements "$GLW Corning Delivers Record Q4 & FY2025 Upgrades Springboard Growth Plan Core Revenue (Q4): $4.41B (+14% YoY) Core EPS (Q4): $0.72 (+26% YoY) GAAP EPS (Q4): $0.62 Core Revenue (FY25): $16.41B (+13% YoY) Core EPS (FY25): $2.52 (+29% YoY) Adjusted Free Cash Flow (FY25): $1.72B Q1 [----] Outlook: Core revenue: $4.24.3B (+15% YoY) Core EPS: $0.660.70 Springboard Plan (Upgraded): Incremental annualized sales by 2028: $11B (prior $8B) Incremental annualized sales by [----] (internal): $6.5B Incremental annualized sales by [----] (high-confidence): $5.75B Margins & Returns (Q423 Q425): Core operating" [X Link](https://x.com/allday_stocks/status/2016482335537942844) 2026-01-28T12:03Z [----] followers, [----] engagements "$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. $16.9B) 💬 Strong Q4 beat on both EPS and revenue; FY26 revenue guidance slightly below consensus" [X Link](https://x.com/allday_stocks/status/2016494235784999281) 2026-01-28T12:51Z [----] followers, [---] engagements "$EXTR Extreme Networks Beats EPS & Revenue Guides Q3 Revenue: $317.9M (Est. $312.32M) 🟢 EPS: $0.26 (Est. $0.24) 🟢 Guidance Q3 [----] EPS: $0.23$0.25 (Est. $0.24) Guidance Q3 [----] Revenue: $309314M (Est. $310M) 💬 Q2 delivered a clean beat with Q3 guidance largely in line with Street expectations. https://twitter.com/i/web/status/2016494462315241906 https://twitter.com/i/web/status/2016494462315241906" [X Link](https://x.com/allday_stocks/status/2016494462315241906) 2026-01-28T12:51Z [----] followers, [---] engagements "$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 "Pre-Market Movers Jan [--] Gainers $LBRN Stride +24.3% $ULS UL Solutions +14.6% $TXN Texas Instruments +11.6% $NXT Nextracker +10.5% $STX Seagate +9.6% $FFIV F5 +9.5% $WIX Wix +9.5% $SBUX Starbucks +7.8% $MCHP Microchip +7.4% $NVMI Nova +7.2% $CAMT Camtek +7.0% $WDC Western Digital +6.2% $ONTO Onto Innovation +6.0% $PLNT Planet Fitness +5.7% $SNDK Sandisk +5.6% Decliners $APH Amphenol 13.4% $SWKS Skyworks 10.5% $TLK Telkom Indonesia 9.7% $UMC United Microelectronics 7.9% $ELV Elevance Health 6.8% $NVS Novartis 6.4% $MOH Molina Healthcare 6.0% $SARO StandardAero 5.3% $OTIS Otis 5.3% $LII Lennox" [X Link](https://x.com/allday_stocks/status/2016501756570607716) 2026-01-28T13:20Z [----] followers, [---] engagements "$GLW Corning JPMorgan reiterates Overweight raises PT 📈 PT $115 (from $100) Current $106 (Upside 8%) Multi-year Meta agreement (up to $6B) confirms strong long-duration hyperscaler demand for data-center infrastructure Long-term contracts signal visibility beyond stated capex plans amid industry-wide capacity constraints JPM assumes $1.5B annualized Meta revenue translating into $0.50 incremental EPS power from [----] onward https://twitter.com/i/web/status/2016504800548942000 https://twitter.com/i/web/status/2016504800548942000" [X Link](https://x.com/allday_stocks/status/2016504800548942000) 2026-01-28T13:33Z [----] followers, [---] engagements "Todays Leaders Jan [--] $LBRN Stride +20.0% $STX Seagate +17.2% $TXN Texas Instruments +12.8% $NXT Nextracker +11.8% $LUNR Intuitive Machines +10.0% $INTC Intel +9.8% $AVT Avnet +9.0% $ALM Almonty Industries +8.2% $WDC Western Digital +8.1% $SANM Sanmina +7.6% $FFIV F5 +7.1% $APLS Apellis Pharma +6.9% $MCHP Microchip +6.8% $SNDK Sandisk +6.8% $ELV Elevance Health +6.2% https://twitter.com/i/web/status/2016543951969243350 https://twitter.com/i/web/status/2016543951969243350" [X Link](https://x.com/allday_stocks/status/2016543951969243350) 2026-01-28T16:08Z [----] followers, [---] engagements "$ALKT Alkami explores strategic options Reports say Alkami has engaged an adviser to explore a potential sale Shares +7.3% on the news No deal confirmed; process described as exploratory" [X Link](https://x.com/allday_stocks/status/2016610931548053746) 2026-01-28T20:34Z [----] followers, [---] engagements "$NLY Annaly Capital Management Q4 Earnings Beat Revenue: $921.76M (Est. $675.82M) 🟢 EPS: $0.74 (Est. $0.73) 🟢 💬 Q4 EPS beat estimates by $0.01; revenue exceeded consensus" [X Link](https://x.com/allday_stocks/status/2016622359893921910) 2026-01-28T21:20Z [----] followers, [---] engagements "After-Hours Movers Jan [--] 🟢 Gainers $IBM International Business Machines +7.15% $META Meta Platforms +6.48% $TTMI TTM Technologies +5.11% $CHRW C.H. Robinson Worldwide +4.87% $LUV Southwest Airlines +4.35% $TTEK Tetra Tech +3.34% $VIAV Viavi Solutions +3.19% $TSLA Tesla +3.18% $UMC United Microelectronics +3.17% $DOC Healthpeak Properties +2.74% $SMTC Semtech +2.73% $CALX Calix +2.53% $WHD Cactus +2.24% $RDDT Reddit +2.07% 🔻 Losers $LVS Las Vegas Sands 7.77% $LC LendingClub 7.14% $URI United Rentals 6.55% $LB LandBridge 6.22% $CAI Caris Life Sciences 5.09% $CLS Celestica 4.46% $NGVT" [X Link](https://x.com/allday_stocks/status/2016623720249368831) 2026-01-28T21:25Z [----] followers, [---] engagements "$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. $10.63)" [X Link](https://x.com/allday_stocks/status/2016844621809168737) 2026-01-29T12:03Z [----] followers, [---] engagements "$NDAQ Nasdaq Q4 Earnings Revenue: $1.40B (Est. $1.37B) 🟢 EPS: $0.96 (Est. $0.92) 🟢" [X Link](https://x.com/allday_stocks/status/2016845607705444370) 2026-01-29T12:07Z [----] followers, [---] engagements "$THRM Gentherm / $MOD Modine $1B Thermal Management Merger (Reverse Morris Trust) Gentherm and Modine agreed to a $1B transaction combining Modines Performance Technologies business with Gentherm Ownership split: Gentherm shareholders 60% Modine shareholders 40% Valuation: 6.8x LTM post-synergy EBITDA ($147M); $25M annual cost synergies targeted Deal details: Modine to receive $210M cash + 21M newly issued Gentherm shares ($790M equity value) Combined pro forma revenue $2.6B with 13% adj. EBITDA margin (synergy-adjusted) Modine Performance Technologies: $1.1B revenue $123M adj. EBITDA" [X Link](https://x.com/allday_stocks/status/2016872772798939433) 2026-01-29T13:55Z [----] followers, [---] engagements "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% $WRN Western Copper & Gold +3.7%" [X Link](https://x.com/allday_stocks/status/2016873828450812350) 2026-01-29T13:59Z [----] followers, [---] engagements "$SCCO Southern Copper Q4 Earnings Revenue: $3.87B (Est. $3.73B) 🟢 EPS: $1.56 (Est. $1.54) 🟢 Solid copper pricing and volumes supported results amid strong metals backdrop" [X Link](https://x.com/allday_stocks/status/2016878230431514674) 2026-01-29T14:16Z [----] followers, [---] engagements "$ADS Adidas Record FY2025 Results & Buyback Revenue: 24.8B (record year) Operating profit: 2.06B Gross margin: 51.6% Operating margin: 8.3% Capital return: 1B share buyback announced for [----] 💬 Strong margin recovery and profitability normalization cap a record year; buyback signals confidence in cash generation. https://twitter.com/i/web/status/2016939141641228532 https://twitter.com/i/web/status/2016939141641228532" [X Link](https://x.com/allday_stocks/status/2016939141641228532) 2026-01-29T18:18Z [----] followers, [---] engagements "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 "Earnings After the Close $AAPL Apple $SNDK SanDisk $WDC Western Digital $V Visa $DECK Deckers Brands $KLAC KLA Corp $SYK Stryker $NEWT NewtekOne $APPF AppFolio $LPLA LPL Financial $RMD ResMed $AJG Arthur J. Gallagher $BZH Beazer Homes $CVCO Cavco Industries $DLB Dolby Laboratories $EMN Eastman Chemical $HITI High Tide $MXL MaxLinear https://twitter.com/i/web/status/2016979253238051238 https://twitter.com/i/web/status/2016979253238051238" [X Link](https://x.com/allday_stocks/status/2016979253238051238) 2026-01-29T20:58Z [----] followers, [----] engagements "$NEWT NewtekOne Reports Q4 & FY25 Earnings; Issues FY26 Guidance Revenue: $284.8M (FY25) (+10.6% Y/Y) 🟢 EPS: Q4 $0.65 FY25 $2.21 (basic) $2.18 (diluted) 🟢 PPNR: $118.7M (+25.1% Y/Y) Book Value / Share: $12.19 (+15.9% Y/Y) Tangible Book Value: $11.68 (+24.4% Y/Y) Guidance: FY26 EPS $2.15$2.55 (midpoint $2.35) 💬 NewtekOne reported double-digit revenue growth in FY25 strong PPNR expansion rising book value and provided FY26 EPS guidance. https://twitter.com/i/web/status/2016980854338396343 https://twitter.com/i/web/status/2016980854338396343" [X Link](https://x.com/allday_stocks/status/2016980854338396343) 2026-01-29T21:04Z [----] followers, [---] engagements "$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$450M https://twitter.com/i/web/status/2016983516848791564 https://twitter.com/i/web/status/2016983516848791564" [X Link](https://x.com/allday_stocks/status/2016983516848791564) 2026-01-29T21:15Z [----] followers, [---] engagements "$WY Weyerhaeuser Q4 Earnings Beat; Provides Q1 Outlook Revenue: $1.54B (Est. $1.57B) 🔻 EPS: ($0.09) (Est. ($0.13)) 🟢 Guidance: Q1 [----] EBITDA and earnings before special items expected slightly higher Q/Q; higher lumber volumes lower costs; distribution results higher Q/Q 💬 Weyerhaeuser beat EPS expectations despite a modest revenue miss and guided to sequential improvement in Q1. https://twitter.com/i/web/status/2016985900115239068 https://twitter.com/i/web/status/2016985900115239068" [X Link](https://x.com/allday_stocks/status/2016985900115239068) 2026-01-29T21:24Z [----] followers, [---] engagements "Overnight Movers Jan [--] Gainers: $SNDK SanDisk +19.03% $DECK Deckers Brands +13.23% $CPNG Coupang +6.45% $AJG Arthur J. Gallagher +4.54% $EDU New Oriental Education +4.46% $LITE Lumentum +4.34% $USAR USA Rare Earth +3.63% $CHD Church & Dwight +3.47% $GME GameStop +3.42% Losers: $AG First Majestic Silver 8.98% $KLAC KLA Corp 8.58% $PAAS Pan American Silver 8.12% $CDE Coeur Mining 8.02% $HMY Harmony Gold 7.38% $KGC Kinross Gold 7.13% $SKE Skeena Resources 6.96% $EQX Equinox Gold 6.77% $GFI Gold Fields 6.64% $GOLD Barrick Mining 6.17% https://twitter.com/i/web/status/2017141909915898247" [X Link](https://x.com/allday_stocks/status/2017141909915898247) 2026-01-30T07:44Z [----] followers, [---] engagements "$APD Air Products Q1 FY26 Earnings Revenue: $3.1B (+6%) EPS (Adj.): $3.16 (+10%) EPS (GAAP): $3.04 (+10%) Guidance: FY26 adj. EPS $12.85$13.15 reaffirmed; Q2 adj. EPS $2.95$3.10 Capex: $4.0B for FY26 Other: Dividend raised to $1.81; $140M NASA supply awards; talks with Yara on low-emission ammonia https://twitter.com/i/web/status/2017191959098499117 https://twitter.com/i/web/status/2017191959098499117" [X Link](https://x.com/allday_stocks/status/2017191959098499117) 2026-01-30T11:03Z [----] followers, [---] engagements "$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 $835 PT reiterated sees significant disconnect between price and intrinsic value https://twitter.com/i/web/status/2017381123379089702 https://twitter.com/i/web/status/2017381123379089702" [X Link](https://x.com/allday_stocks/status/2017381123379089702) 2026-01-30T23:35Z [----] followers, [----] engagements "$CIFR Cipher Mining Vanguard stake disclosed Vanguard Group reports 8.27% ownership (32.68M shares) as of Dec [--] [----] Shared voting power: 2.35M shares Shared dispositive power: full 32.68M shares" [X Link](https://x.com/allday_stocks/status/2017546818247160072) 2026-01-31T10:33Z [----] 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 "Memory Chips Value Chain: From atoms to AI racks Upstream Downstream only the players that actually matter: Raw Materials & Wafers Shin-Etsu Chemical $SHECY SUMCO $SUMCY Siltronic $SSLLF GlobalWafers $6488.TW Process Chemicals & Gases Merck KGaA $MKGAF Entegris $ENTG Air Liquide $AIQUY Linde $LIN Semiconductor Equipment (Capex Gatekeepers) ASML $ASML Applied Materials $AMAT Lam Research $LRCX Tokyo Electron $8035.T Memory Manufacturing (Price Setters) Samsung Electronics $SSNLF SK hynix $HXSCF Micron Technology $MU Kioxia private Advanced Packaging / Test (HBM Bottleneck) ASE Technology $ASX" [X Link](https://x.com/allday_stocks/status/2017578611478352237) 2026-01-31T12:40Z [----] followers, [---] engagements "XPENG $XPEV January [----] delivery update Vehicle deliveries: [-----] units Environmental impact: [------] tons CO avoided (lifecycle basis) Global expansion: P7+ launched in [--] countries; presence in [--] countries with [---] overseas stores (+150% YoY) and 1000+ sales & service outlets https://twitter.com/i/web/status/2017920678515577146 https://twitter.com/i/web/status/2017920678515577146" [X Link](https://x.com/allday_stocks/status/2017920678515577146) 2026-02-01T11:19Z [----] followers, [---] engagements "$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 "Overnight Movers Feb [--] Top Gainers $NNNN Anbio Biotechnology +6.75% $EL Este Lauder +4.68% $SLNO Soleno Therapeutics +4.51% $MMYT MakeMyTrip +4.01% $NNN NNN REIT +3.70% Top Losers $CLSK CleanSpark 11.40% $GLXY Galaxy Digital 10.62% $HUT Hut [--] 9.62% $BTDR Bitdeer Technologies 9.51% $MARA Marathon Digital 9.36% https://twitter.com/i/web/status/2018171560612221213 https://twitter.com/i/web/status/2018171560612221213" [X Link](https://x.com/allday_stocks/status/2018171560612221213) 2026-02-02T03:56Z [----] followers, [---] engagements "$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 "Pre-Market Movers Feb [--] Top Gainers $NNNN Anbio Biotechnology +6.25% $U Unity Software +4.81% $IDXX IDEXX Laboratories +4.39% $MMYT MakeMyTrip +4.01% $VAL Valaris +3.93% $EL Este Lauder +3.58% $SLNO Soleno Therapeutics +3.40% $COLD Americold Realty Trust +3.14% $GPCR Structure Therapeutics +3.01% $AVTR Avantor +2.93% $EXEL Exelixis +2.90% $TERN Terns Pharmaceuticals +2.60% $ZTO ZTO Express +2.55% $ALMS Alumis +2.33% $NXE NexGen Energy +2.15% Top Losers $PHOE Phoenix Asia Holdings 47.24% $BMNR Bitmine Immersion 12.28% $ORLA Orla Mining 9.08% $CLSK CleanSpark 8.11% $MSTR MicroStrategy 7.82%" [X Link](https://x.com/allday_stocks/status/2018280287298326621) 2026-02-02T11:08Z [----] followers, [---] engagements "$IDXX IDEXX Laboratories Q4 & FY25 Earnings Revenue (Q4): $1.09B (+14% YoY) Organic: +12% 🟢 EPS (Q4): $3.08 (+18% YoY) 🟢 Margins (Q4): Operating margin +150 bps YoY FY25 Revenue: $4.30B (+10% YoY) FY25 EPS: $13.08 (+23% YoY) Guidance (FY26): Revenue: $4.63B$4.72B ( +7.6% to +9.6% ) EPS: $14.29$14.80 ( +9% to +13% ) 💬 Strong CAG Diagnostics growth record instrument placements and margin expansion drive a solid outlook into [----]. https://twitter.com/i/web/status/2018287019256955378 https://twitter.com/i/web/status/2018287019256955378" [X Link](https://x.com/allday_stocks/status/2018287019256955378) 2026-02-02T11:34Z [----] followers, [---] engagements "$DIS Walt Disney Q1 FY26 Earnings Summary Revenue: $26.0B (+5% YoY) 🟢 EPS: $1.34 (vs $1.40 YoY) 🔻 Adj. EPS: $1.63 (vs $1.76) 🔻 Total segment OI: $4.6B (vs $5.1B) 🔻 Entertainment: Rev +7%; OI $1.1B (down $0.6B) SVOD OI $450M (up $189M) 🟢 Sports: OI $191M (down $56M) incl. $110M hit from YouTube TV carriage suspension 🔻 Experiences: Record rev $10.0B; OI $3.3B 🟢 FY26 outlook: Double-digit adj. EPS growth SVOD margin 10% $19B operating cash flow $7B buyback on track 💬 Streaming profitability improved and Experiences stayed strong but higher content/rights costs weighed on segment" [X Link](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 "💰 Earnings After-Market (After the Close): $PLTR Palantir $TER Teradyne $NXPI NXP Semiconductors $FN Fabrinet $WWD Woodward $RMBS Rambus $SPG Simon Property Group $DVA DaVita $TWO Two Harbors Investment $DOC Healthpeak Properties" [X Link](https://x.com/allday_stocks/status/2018429056799178912) 2026-02-02T20:59Z [----] followers, [----] engagements "$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 "📌 IPO WATCH Upcoming Deals $FPS Forgent Power Solutions $1.51B NYSE GS Electrical distribution equipment for data centers & industrial facilities $LFTO Liftoff Mobile $711M Nasdaq GS AI-driven mobile app advertising & monetization software $BOBS Bobs Discount Furniture $350M NYSE JPM Value-focused furniture & bedding retailer $EIKN Eikon Therapeutics $300M Nasdaq JPM Phase [--] biotech targeting immuno-responsive cancers $MANE Veradermics $200M NYSE Jefferies Phase 3-ready biotech focused on hair loss treatments $AGMB AgomAb Therapeutics $200M Nasdaq JPM Belgian Phase [--] biotech developing TGF-" [X Link](https://x.com/allday_stocks/status/2018436464023851096) 2026-02-02T21:28Z [----] followers, [----] engagements "$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 $50 Q4 results beat expectations driven by strong execution FY26 revenue growth guided to 61% YoY well above consensus Adj. operating margin outlook 71% highlighting extreme operating leverage RBC remains cautious on valuation sustainability despite fundamentals improving This is the clean split on Palantir right now: execution is undeniable margins are absurdly strong yet RBCs call is that the stock already prices in a best-case scenario and then some. https://twitter.com/i/web/status/2018443772086952245" [X Link](https://x.com/allday_stocks/status/2018443772086952245) 2026-02-02T21:57Z [----] followers, [---] engagements "$INTC Intel partners with SoftBanks SAIMEMORY on next-gen AI memory Collaboration to commercialize Z-Angle Memory (ZAM) high-capacity high-bandwidth lower-power memory for AI data centers Prototype target: FY ending Mar. [--] [----] Commercialization: FY2029 Builds on Intels NGDB research from the U.S. DOE AMT program https://twitter.com/i/web/status/2018577943677530462 https://twitter.com/i/web/status/2018577943677530462" [X Link](https://x.com/allday_stocks/status/2018577943677530462) 2026-02-03T06:50Z [----] followers, [---] engagements "$SOFI SoFi Technologies JPMorgan upgrades to Overweight 📈 PT $31 Current $22.9 (Upside 35%)" [X Link](https://x.com/allday_stocks/status/2018604290982502481) 2026-02-03T08:35Z [----] followers, [---] engagements "$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; $2.0B repurchased in FY25 (8% shares YoY) FY26 Outlook: CV expected to accelerate through [----] 💬 Q4 results beat expectations with resilient CV margin improvement at EBITDA level and continued aggressive capital return despite softer GAAP earnings and cash flow." [X Link](https://x.com/allday_stocks/status/2018641140455510141) 2026-02-03T11:02Z [----] followers, [----] engagements "$PEP PepsiCo Q4 Earnings Summary EPS (Core): $2.26 (Est. $2.23) 🟢 North America Foods (Organic Rev.): 1% North America Beverages Rev.: $8.20B EMEA (Organic Rev.): +5% Latin America (Organic Rev.): +5% Asia Pacific Rev.: $1.49B (Est. $1.45B) 🟢 Buyback: Up to $10B through [----] FY2026 Organic Rev. Guidance: +2% to +4% (Est. +2.68%) 💬 PepsiCo beat core EPS expectations announced a $10B buyback program through [----] and guided to steady organic revenue growth for [----] despite mixed regional trends. https://twitter.com/i/web/status/2018641391363006772" [X Link](https://x.com/allday_stocks/status/2018641391363006772) 2026-02-03T11:03Z [----] followers, [---] engagements "$ADM Archer-Daniels-Midland Q4 & FY2025 Results + [----] Guidance Q4 EPS (GAAP): $0.94 Adj. EPS: $0.87 FY2025 EPS (GAAP): $2.23 Adj. EPS: $3.43 FY2025 Operating Cash Flow: $5.5B Dividend: +2% increase (53rd consecutive year of growth) [----] Adj. EPS Guide: $3.60$4.25 Capex 2026: $1.3B$1.5B 💬 [----] pressured by weak crush margins and biofuel policy uncertainty; management expects a more constructive [----] driven by improving trade flows policy clarity cost savings and continued strength in Nutrition. https://twitter.com/i/web/status/2018641840132522485" [X Link](https://x.com/allday_stocks/status/2018641840132522485) 2026-02-03T11:04Z [----] followers, [---] engagements "$MRK Merck & Co. Q4 [----] Earnings & [----] Outlook Revenue: $16.40B (Est. $16.17B) 🟢 EPS (GAAP): $1.19 EPS (Adj.): $2.04 Keytruda Revenue: $8.37B (Est. $8.24B) 🟢 Gardasil Revenue: $1.03B (Est. $991.1M) 🟢 Animal Health Revenue: $1.51B (Est. $1.52B) FY2026 Revenue Guidance: $65.5B$67.0B (Est. $67.5B) FY2026 Adj. EPS Guidance: $5.00$5.15 FY2026 Adj. Gross Margin: 82% (Est. 81.8%) Note: [----] guidance excludes any China Gardasil sales 💬 Q4 beat revenue expectations with strength in Keytruda and Gardasil; [----] outlook signals margin expansion but conservative revenue assumptions." [X Link](https://x.com/allday_stocks/status/2018650380796600594) 2026-02-03T11:38Z [----] followers, [---] engagements "$MPC Marathon Petroleum Q4 [----] Earnings Summary Net Income: $1.5B EPS (GAAP): $5.12 EPS (Adj.): $4.07 (Est. $2.88) 🟢 Refining & Marketing Margin: $18.65 per barrel Refining Operating Costs: $5.70 per barrel 💬 Q4 results materially beat expectations driven by strong refining margins and disciplined cost control. https://twitter.com/i/web/status/2018650795273601114 https://twitter.com/i/web/status/2018650795273601114" [X Link](https://x.com/allday_stocks/status/2018650795273601114) 2026-02-03T11:40Z [----] followers, [---] engagements "$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 $HIMS Hims & Hers Health via GLP-1 demand dynamics https://twitter.com/i/web/status/2018651338012242039 https://twitter.com/i/web/status/2018651338012242039" [X Link](https://x.com/allday_stocks/status/2018651338012242039) 2026-02-03T11:42Z [----] followers, [---] engagements "$GLXY Galaxy Digital Q4 & FY2025 Earnings Summary Q4 Net Income: $482M Q4 EPS (Diluted): $1.08 FY2025 Net Income: $241M FY2025 Adj. EBITDA: $34M Cash & Stablecoins: $2.6B Total Equity: $3.0B Strategic Updates: completed corporate reorganization; equity raise and exchangeable notes issuance; acquired Alluvial Finance Infrastructure: ERCOT approval to expand Helios data center capacity to 1.6GW 💬 Results pressured by digital asset price declines; balance sheet remains liquid while infrastructure expansion continues. https://twitter.com/i/web/status/2018656514521629003" [X Link](https://x.com/allday_stocks/status/2018656514521629003) 2026-02-03T12:03Z [----] followers, [---] engagements "$PYPL PayPal Q4 Earnings & Outlook Adj. EPS: $1.23 (Est. $1.28) 🔻 Net Revenue: $8.68B (Est. $8.80B) 🔻 Total Payment Volume: $475.1B (Est. $471.9B) 🟢 Q1 Outlook: Adj. EPS mid-single-digit decline FY Outlook: Adj. EPS low-single-digit decline to slight growth FY Share Repurchase: $6B FY Capex: $1B 💬 Mixed Q4 with softer EPS and revenue but solid TPV; outlook signals cautious near-term earnings trajectory alongside continued capital return. https://twitter.com/i/web/status/2018656684067914067 https://twitter.com/i/web/status/2018656684067914067" [X Link](https://x.com/allday_stocks/status/2018656684067914067) 2026-02-03T12:03Z [----] followers, [---] engagements "$HPQ HP Inc names Bruce Broussard Interim CEO Q1 Adj. EPS (reaffirmed): $0.73$0.81 (Est. $0.77) FY2026 Adj. EPS (reaffirmed): $2.90$3.20 (Est. $3.06) 💬 Leadership change announced with outlook unchanged for Q1 and FY2026" [X Link](https://x.com/allday_stocks/status/2018667981388321233) 2026-02-03T12:48Z [----] followers, [---] engagements "Western Digital Authorizes Additional $4.0 Billion of Share Repurchases $WDC" [X Link](https://x.com/allday_stocks/status/2018671539223142793) 2026-02-03T13:02Z [----] followers, [---] engagements "$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 "New legal plug-ins from Anthropics Claude spark a sell-off across legal software & publishing as AI disruption fears accelerate. $IGV 3.7% $TRI 14.0% $RELX 14.3% $LZ 15.4% Market is repricing the risk that agentic AI eats into legal research publishing and workflow software moats. https://twitter.com/i/web/status/2018717232583565583 https://twitter.com/i/web/status/2018717232583565583" [X Link](https://x.com/allday_stocks/status/2018717232583565583) 2026-02-03T16:04Z [----] followers, [----] engagements "Software continues to melt down today. Names to put on the watchlist: $NET Cloudflare $CRWD CrowdStrike $PANW Palo Alto Networks $DDOG Datadog $SNOW Snowflake $PLTR Palantir Dragged lower by sector-wide selling but not directly disruption-exposed. These should benefit from the rise of AI agents rather than be hurt by it. New legal plug-ins from Anthropics Claude spark a sell-off across legal software & publishing as AI disruption fears accelerate. $IGV 3.7% $TRI 14.0% $RELX 14.3% $LZ 15.4% Market is repricing the risk that agentic AI eats into legal research publishing and workflow New legal" [X Link](https://x.com/allday_stocks/status/2018719689644392614) 2026-02-03T16:14Z [----] followers, [----] engagements "📈 Todays Leaders Feb [--] $DVA DaVita +25.6% $USAR USA Rare Earth +17.4% $WWD Woodward +15.6% $UUUU Energy Fuels +14.8% $ALM Almonty Industries +14.3% $NNNN Anbio Biotechnology +13.6% $TER Teradyne +12.4% $TGB Taseko Mines +11.8% $HYMC Hycroft Mining +11.4% $BLTE Belite Bio +11.0% Strength concentrated in materials/mining industrials/aerospace and selective biotech names. https://twitter.com/i/web/status/2018739102997180897 https://twitter.com/i/web/status/2018739102997180897" [X Link](https://x.com/allday_stocks/status/2018739102997180897) 2026-02-03T17:31Z [----] followers, [---] engagements "$LUMN Lumen Technologies Q4 & FY [----] Earnings Adj. EPS: $0.23 Net Revenue: $3.04B (Est. $3.08B) Adj. EBITDA: $767M (Excl. Special Items) FY26 Outlook: Adj. EBITDA $3.1B $3.3B FY26 FCF Outlook: $1.2B $1.4B Debt Reduction: Reduced total debt by $4.8B via AT&T transaction Q4 revenue slightly missed estimates but Adj. EPS significantly outperformed. Completed AT&T transaction strengthens the balance sheet reducing interest expense by 45% as the company shifts focus toward enterprise AI and network modernization. https://twitter.com/i/web/status/2018793063959728336" [X Link](https://x.com/allday_stocks/status/2018793063959728336) 2026-02-03T21:05Z [----] followers, [---] engagements "$LITE Lumentum Holdings Q2 Fiscal [----] Earnings Non-GAAP EPS: $1.67 (Est. $1.32) Net Revenue: $665.5M (Est. $644.2M) Non-GAAP Gross Margin: 42.5% (Up [----] bps YoY) Q3 Revenue Outlook: $780M $830M (Est. $720.5M) Q3 Non-GAAP EPS Outlook: $2.15 $2.35 (Est. $1.64) https://twitter.com/i/web/status/2018793226321240122 https://twitter.com/i/web/status/2018793226321240122" [X Link](https://x.com/allday_stocks/status/2018793226321240122) 2026-02-03T21:06Z [----] followers, [---] engagements "$ENPH Enphase Energy Q4 [----] Earnings Non-GAAP EPS: $0.71 (Est. $0.68) Revenue: $343.3M (Est. $340.5M) Non-GAAP Gross Margin: 46.1% IQ Battery Shipments: [-----] MWh Microinverter Shipments: 1.55M units Q1 [----] Revenue Outlook: $270M $300M (Est. $315M) Highlights: Enphase beat Q4 expectations on both top and bottom lines but issued a cautious Q1 [----] outlook. The guidance reflects ongoing inventory management by distributors and seasonal slowdowns in key European markets. The company maintains a strong balance sheet with $1.51B in cash and marketable securities." [X Link](https://x.com/allday_stocks/status/2018793549135798531) 2026-02-03T21:07Z [----] followers, [---] engagements "$EA Electronic Arts Q3 FY2026 Earnings Net Bookings: $3.046B Net Revenue: $1.901B (Est. $1.88B) Diluted EPS: $0.35 Operating Cash Flow: $1.826B (Up 55% YoY) Highlights: EA delivered record quarterly net bookings significantly exceeding expectations thanks to the massive success of Battlefield [--] the top-selling shooter of [----]. Strong recurring revenue from EA SPORTS FC and Apex Legends bolstered the result. The company is currently moving toward a $55 billion acquisition by an investor consortium expected to conclude in early [----]. https://twitter.com/i/web/status/2018794175207186704" [X Link](https://x.com/allday_stocks/status/2018794175207186704) 2026-02-03T21:10Z [----] followers, [---] engagements "$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: $2.4B New Openings (2025): [---] company-owned restaurants Highlights: Chipotle introduced its new "Recipe for Growth" strategy focused on improving transaction speed accuracy and operational efficiency. Despite a slight decline in comparable sales the company expanded its footprint significantly and projected [------] new restaurant openings for [----]. Guidance for [----] comparable sales is set at" [X Link](https://x.com/allday_stocks/status/2018794858794614938) 2026-02-03T21:12Z [----] followers, [---] engagements "$CB Chubb Limited Q4 & Full Year [----] Earnings Net Income (Q4): $3.21B Core Operating Income (Q4): $2.98B Net Premiums Written (Q4): $13.13B (Up 8.9% YoY) P&C Combined Ratio (Q4): 81.2% (Record low) Full Year Net Income: $10.31B Highlights: Chubb reported record results for both the fourth quarter and the full year [----] driven by strong premium growth and excellent underwriting performance. The P&C combined ratio reached historic lows of 81.2% for the quarter and 85.7% for the full year indicating high profitability in its core business. https://twitter.com/i/web/status/2018795348651585747" [X Link](https://x.com/allday_stocks/status/2018795348651585747) 2026-02-03T21:14Z [----] followers, [---] engagements "$AMD Advanced Micro Devices Q4 & Full Year [----] Earnings Q4 Revenue: $10.3B (Record; Est. $9.65B) Q4 Non-GAAP EPS: $1.53 (Est. $1.32) Data Center Revenue: $5.4B (Record) Full Year [----] Revenue: $34.6B Full Year Non-GAAP EPS: $4.17 Highlights: AMD delivered record performance driven by massive demand for AI accelerators and EPYC server processors. The Data Center segment reached an all-time high of $5.4 billion in the quarter. Results included a $360 million reserve release related to the Instinct MI308 partially offsetting prior charges tied to U.S. export controls." [X Link](https://x.com/allday_stocks/status/2018795713258213648) 2026-02-03T21:16Z [----] followers, 10.9K engagements "$SMCI earnings still pending" [X Link](https://x.com/allday_stocks/status/2018795975272517640) 2026-02-03T21:17Z [----] followers, [----] engagements "$AMCR Amcor Q2 FY2026 Earnings Net Sales: $5449M (Up 68% YoY; Est. $5.55B) Adjusted EPS: $0.86 (Up 7% YoY; Est. $0.83) Adjusted EBITDA: $826M (Up 83% YoY) Free Cash Flow: $289M Quarterly Dividend: $0.65 per share Highlights: Amcor reaffirmed its full-year fiscal [----] guidance expecting adjusted EPS of $4.00$4.15 and free cash flow between $1.8B and $1.9B. The significant year-over-year growth in sales and EBITDA is largely attributed to the integration of Berry Global with acquisition synergies tracking at the high end of expectations ($55M realized in Q2). Net debt stood at $14081M following" [X Link](https://x.com/allday_stocks/status/2018796489728798966) 2026-02-03T21:19Z [----] followers, [---] engagements "$APPS Digital Turbine Q3 FY2026 Earnings Revenue: $151.4M (Up 12% YoY) Non-GAAP EPS: $0.18 (Est. $0.12) Non-GAAP Adjusted EBITDA: $38.8M (Up 76% YoY) GAAP Net Income: $5.1M ($0.03 per share) FY2026 Revenue Guidance: Raised to $553M $558M Highlights: Digital Turbine delivered a significant "beat and raise" quarter highlighted by a 76% surge in Adjusted EBITDA. Growth was driven by improved operational efficiencies and scaling of its mobile advertising and application distribution platforms. Based on strong momentum the company raised its full-year fiscal [----] outlook for both revenue and" [X Link](https://x.com/allday_stocks/status/2018796737620557908) 2026-02-03T21:20Z [----] followers, [---] engagements "$MDLZ Mondelz International Q4 & Full Year [----] Earnings Full Year Net Revenue: $38.54B (Up 5.8% YoY) Organic Net Revenue: Up 4.3% Adjusted EPS: $2.92 (Down 14.6%) Free Cash Flow: $3.2B Cash Returned to Shareholders: $4.9B Highlights: Mondelz navigated a challenging fiscal year marked by significant headwinds from cocoa costs and ERP implementation expenses. Despite a decline in adjusted EPS organic revenue grew by 4.3% and the company successfully returned nearly $5B to investors. For [----] management provided a cautious outlook projecting organic net revenue between flat and +2% and free" [X Link](https://x.com/allday_stocks/status/2018797146577805601) 2026-02-03T21:22Z [----] followers, [---] engagements "$DOX Amdocs Limited Q1 FY2026 Earnings Revenue: $1.16B (Up 4.1% YoY; Est. $1.15B) Non-GAAP EPS: $1.81 (Up YoY; Est. $1.76) GAAP Diluted EPS: $1.45 Free Cash Flow: $188M Quarterly Dividend: Increased to $0.569 per share Highlights: Amdocs started fiscal [----] with solid revenue growth and the strategic acquisition of Matrixx for approximately $197 million bolstering its cloud-native billing and monetization capabilities. The company demonstrated strong shareholder returns through $146 million in share repurchases and a dividend hike. Management reiterated its full-year free cash flow guidance" [X Link](https://x.com/allday_stocks/status/2018797613525459198) 2026-02-03T21:23Z [----] followers, [---] engagements "After-Hours Movers Feb [--] 🟢 Gainers $SLAB (Silicon Labs) +34.32% $ENPH (Enphase) +19.29% $LITE (Lumentum) +11.24% $COHR (Coherent) +8.05% $MTCH (Match Group) +7.79% $SMCI (Super Micro) +7.18% $DOX (Amdocs) +6.73% $BAM (Brookfield AM) +5.47% $TTWO (Take-Two) +5.39% $SKY (Champion Homes) +5.22% $CIEN (Ciena) +4.87% $COLM (Columbia Sportswear) +4.36% $AKO.A (Aje Group) +4.17% $AMGN (Amgen) +3.99% $CNXC (Concentrix) +3.97% 🔴 Losers $INTA (Intapp) 15.45% $VRNS (Varonis) 11.42% $MRCY (Mercury Systems) 10.80% $LASR (nLIGHT) 8.66% $RNR (RenaissanceRe) 6.64% $AMD (AMD) 6.11% $SEI (Solaris Energy)" [X Link](https://x.com/allday_stocks/status/2018809006265954521) 2026-02-03T22:09Z [----] followers, [----] engagements "Overnight Movers Feb [--] Top Gainers $ENPH Enphase Energy +20.93% $LITE Lumentum +10.38% $SMCI Super Micro Computer +9.53% $NXT Nextracker +8.47% $COHR Coherent +6.76% Top Losers $METC Ramaco Resources -8.30% $LASR nLIGHT -7.78% $AMD Advanced Micro Devices -7.13% $CMG Chipotle Mexican Grill -6.46% $CAVA CAVA Group -4.43% https://twitter.com/i/web/status/2018946122614534617 https://twitter.com/i/web/status/2018946122614534617" [X Link](https://x.com/allday_stocks/status/2018946122614534617) 2026-02-04T07:14Z [----] followers, [---] engagements "$ABNB Airbnb Citizens upgrades to Market Outperform 📈 PT $160 Current $124 (Upside 29%) Upgrade driven by hotel expansion" [X Link](https://x.com/allday_stocks/status/2018969944655016381) 2026-02-04T08:48Z [----] followers, [---] engagements "$ENPH Enphase Energy BMO Capital upgrades to Market Perform 📈 PT $41 Current $44.5 (Downside 8%)" [X Link](https://x.com/allday_stocks/status/2018970624954118449) 2026-02-04T08:51Z [----] followers, [---] engagements "$BG Bunge Q4/FY2025 Results (GAAP EPS down; guides FY26) Q4 GAAP EPS: $0.49 (vs. $4.36 YoY) Q4 adj. EPS: $1.99 (vs. $2.13 YoY) FY GAAP EPS: $4.93 (vs. $7.99 YoY) FY adj. EPS: $7.57 (vs. $9.19 YoY) FY26 adj. EPS guide: $7.50$8.00 Investor Day: March [--] (synergies capital allocation outlook) https://twitter.com/i/web/status/2019003555101769938 https://twitter.com/i/web/status/2019003555101769938" [X Link](https://x.com/allday_stocks/status/2019003555101769938) 2026-02-04T11:02Z [----] followers, [---] engagements "$ENPH Enphase Energy RBC Capital upgrades to Outperform 📈 PT $54 Current $46.3 (Upside 17%) Upgrade based on expected market recovery Anticipated market share gains in residential and commercial segments" [X Link](https://x.com/allday_stocks/status/2019008050598645981) 2026-02-04T11:20Z [----] followers, [---] engagements "$GEHC GE HealthCare Q4 [----] results Revenue: $5.7B (+7.1% YoY) Organic +4.8% EPS: $1.29 Adj. EPS: $1.44 Adj. EBIT margin: 16.7% (down [---] bps YoY) CFO: $1.0B FCF: $916M FY2025 revenue: $20.6B (+4.8% YoY) Organic +3.5% FY EPS: $4.55 FY Adj. EPS: $4.59 FY CFO: $2.0B FY FCF: $1.5B FY2026 guide: Organic revenue +3% to +4% Adj. EBIT margin 15.8%16.1% FY2026 guide: Adj. EPS $4.95$5.15 FCF $1.7B https://twitter.com/i/web/status/2019008794194244005 https://twitter.com/i/web/status/2019008794194244005" [X Link](https://x.com/allday_stocks/status/2019008794194244005) 2026-02-04T11:23Z [----] followers, [---] engagements "$AMD Advanced Micro Devices Evercore ISI reiterates Outperform 📈 PT $328 Current $221 (Upside 48%) Price target raised on data center growth" [X Link](https://x.com/allday_stocks/status/2019011536304443574) 2026-02-04T11:33Z [----] followers, [---] engagements "$GLXY Galaxy Digital Citizens reiterates Market Outperform 📈 PT $60 Current $22" [X Link](https://x.com/allday_stocks/status/2019011921790517486) 2026-02-04T11:35Z [----] followers, [---] engagements "$BSX Boston Scientific Q4 Earnings Beat Revenue: $5.29B (Est. $5.28B) 🟢 Adj. EPS: $0.80 (Est. $0.78) 🟢 GAAP EPS: $0.45 Net Income: $672M" [X Link](https://x.com/allday_stocks/status/2019012329418129709) 2026-02-04T11:37Z [----] followers, [---] engagements "$CTSH Cognizant Q4 & FY2025 Earnings Q4 Revenue: $5.33B (+4.9% YoY) FY Revenue: $21.11B (+7.0% YoY) FY Operating Margin: 16.1% GAAP 15.8% Adj. EPS (FY): $5.28 Adj. (+11%) $4.56 GAAP (+1%) Bookings (TTM): $28.4B Capital Return: $2.0B in [----] $1.6B planned for [----] 💬 Solid revenue growth margin stability and continued shareholder returns. https://twitter.com/i/web/status/2019012357750440446 https://twitter.com/i/web/status/2019012357750440446" [X Link](https://x.com/allday_stocks/status/2019012357750440446) 2026-02-04T11:37Z [----] followers, [---] engagements "$ENPH Enphase Energy Oppenheimer reiterates Outperform 📈 PT $68 Current $45.5 (Upside 49%) Price target raised on data center potential" [X Link](https://x.com/allday_stocks/status/2019024299797999905) 2026-02-04T12:24Z [----] followers, [---] engagements "$HIMS Hims & Hers launches multi-cancer early detection testing (+5%) Expands into preventive diagnostics beyond core telehealth offerings Connects customers to multi-cancer early detection (MCED) testing Pushes platform further toward proactive longitudinal care rather than episodic treatment https://twitter.com/i/web/status/2019049649215017366 https://twitter.com/i/web/status/2019049649215017366" [X Link](https://x.com/allday_stocks/status/2019049649215017366) 2026-02-04T14:05Z [----] followers, [---] engagements "$GEHC GE HealthCare BTIG reiterates Buy 📈 PT $91 Current $84 (Upside 8%) Price target raised following Q4 [----] results" [X Link](https://x.com/allday_stocks/status/2019118092140573164) 2026-02-04T18:37Z [----] followers, [---] engagements "$FORM FormFactor Q4 & FY2025 Earnings Q4 Revenue: $215.2M (+13.6% YoY +6.2% QoQ) FY Revenue: $785.0M (record) Q4 GAAP EPS: $0.29 Q4 Adj. EPS: $0.46 Strategic update: Acquisition of Keystone Photonics announced Analyst Day: May [--] [----] Q126 Outlook: Revenue: $225M $5M GAAP Gross Margin: 34% 1.5% Adj. Gross Margin: 45% 1.5% https://twitter.com/i/web/status/2019154630303969667 https://twitter.com/i/web/status/2019154630303969667" [X Link](https://x.com/allday_stocks/status/2019154630303969667) 2026-02-04T21:02Z [----] followers, [---] engagements "$QCOM Qualcomm Q1 FY2026 Earnings Beat Revenue: $12.25B (Est. $12.16B) 🟢 EPS: $3.50 (Est. $3.40) 🟢 💬 Qualcomm delivered a modest beat on both EPS and revenue with year-over-year growth in topline and earnings" [X Link](https://x.com/allday_stocks/status/2019154848596599068) 2026-02-04T21:03Z [----] followers, [---] engagements "$ELF e.l.f. Beauty Q3 FY2026 Earnings + Outlook Raised Revenue (Q3): $489.5M (+38% YoY) GAAP EPS (Q3): $0.65 Adj. EPS (Q3): $1.24 Adj. EBITDA (Q3): $123.0M (25% margin +79% YoY) 9M Revenue: $1.19B (+21% YoY) 9M Adj. EPS: $2.81 9M Adj. EBITDA: $276.3M (23% margin) FY2026 Outlook (Raised): Net Sales: $1.60B$1.61B (from $1.55B$1.57B) Adj. EBITDA: $323M$326M (from $302M$306M) Adj. EPS: $3.05$3.10 (from $2.80$2.85) https://twitter.com/i/web/status/2019155496658473142 https://twitter.com/i/web/status/2019155496658473142" [X Link](https://x.com/allday_stocks/status/2019155496658473142) 2026-02-04T21:05Z [----] followers, [----] engagements "$ARM Arm Holdings Q3 FY2026 Earnings Beat Revenue: $1.24B (Est. $1.23B) 🟢 EPS: $0.43 (Est. $0.41) 🟢 YoY: Revenue +26% EPS +10%" [X Link](https://x.com/allday_stocks/status/2019155704666566777) 2026-02-04T21:06Z [----] followers, [---] engagements "$COHR Coherent Q2 FY2026 Earnings + Q3 Guide Revenue: $1.69B (+17% YoY; +22% pro forma) GAAP EPS: $0.76 Adj. EPS: $1.29 GAAP Gross Margin: 36.9% Adj. Gross Margin: 39.0% Q3 Revenue Guide: $1.70B$1.84B Q3 Adj. Gross Margin Guide: 38.5%40.5% Demand remains strong in datacenter and communications https://twitter.com/i/web/status/2019155861000585347 https://twitter.com/i/web/status/2019155861000585347" [X Link](https://x.com/allday_stocks/status/2019155861000585347) 2026-02-04T21:07Z [----] followers, [----] engagements "$FLNC Fluence Energy Q1 FY2026 Results + FY Guidance Reiterated Revenue: $475.2M (+154% YoY) GAAP Gross Margin: 4.9% Adj. Gross Margin: 5.6% Net Loss: $62.6M Adj. EBITDA: -$52.1M Backlog: $5.5B Order Intake: $750M Liquidity: $1.1B FY2026 Guidance (Reiterated): Revenue: $3.2B$3.6B Adj. EBITDA: $40M$60M ARR Target: $180M https://twitter.com/i/web/status/2019156043901895132 https://twitter.com/i/web/status/2019156043901895132" [X Link](https://x.com/allday_stocks/status/2019156043901895132) 2026-02-04T21:08Z [----] followers, 13.4K engagements "$SNAP Snap Q4 & FY2025 Earnings Profit Pivot Shows Up Q4 Revenue: $1.72B (+10% YoY) Q4 Net Income: $45M (vs $9M YoY) Q4 Adj. EBITDA: $358M (+30% YoY) Q4 Gross Margin: 59% (+2pp YoY) Q4 Free Cash Flow: $206M FY2025 Revenue: $5.93B (+11% YoY) FY Net Loss: -$460M (improving from -$698M) FY Adj. EBITDA: $689M (+36% YoY) FY Free Cash Flow: $437M (2 YoY) Capital Return: $500M share repurchase authorized Cash Position: $2.9B cash & marketable securities Key Themes: Clear shift toward profitable growth Strong momentum in ads performance subscriptions & AR MAUs reached 946M (+6% YoY)" [X Link](https://x.com/allday_stocks/status/2019156729183801483) 2026-02-04T21:10Z [----] followers, [----] engagements "McKesson Corporation Reports Fiscal [----] Third Quarter Results and Raises Full Year Adjusted EPS Guidance $MCK" [X Link](https://x.com/allday_stocks/status/2019156837996896461) 2026-02-04T21:11Z [----] followers, [---] engagements "$TTMI TTM Technologies Q4 & FY2025 Earnings Revenue (Q4): $774.3M (+19% YoY) GAAP EPS (Q4): $0.48 Non-GAAP EPS (Q4): $0.70 Adjusted EBITDA (Q4): $126.2M (16.3% margin) Revenue (FY2025): $2.9B (+19% YoY) GAAP EPS (FY): $1.68 Non-GAAP EPS (FY): $2.46 Backlog: A&D program backlog $1.6B Book-to-bill: [----] Mix: Data Center Computing & Networking = 36% of revenue (AI-driven) Guidance: Q126 Revenue: $770M$810M FY26 Revenue Growth: +15% to +20% https://twitter.com/i/web/status/2019157133057749060 https://twitter.com/i/web/status/2019157133057749060" [X Link](https://x.com/allday_stocks/status/2019157133057749060) 2026-02-04T21:12Z [----] followers, [---] engagements "$CPAY Corpay Q4 [----] Earnings Beat EPS: $6.04 vs $5.94 est. (+1.68% beat) +12.7% YoY Revenue: $1.25B vs $1.23B est. (+1.63% beat) +20.7% YoY" [X Link](https://x.com/allday_stocks/status/2019157390948536579) 2026-02-04T21:13Z [----] followers, [---] engagements "$CCK Crown Holdings Q4 [----] Earnings Beat Revenue: $3.13B (Est. $2.99B) 🟢 EPS: $1.74 (Est. $1.70) 🟢 💬 Revenue and earnings both exceeded expectations with solid year-over-year growth" [X Link](https://x.com/allday_stocks/status/2019157431272517684) 2026-02-04T21:13Z [----] followers, [---] engagements "$MET MetLife Q4 & FY2025 Results Q4 EPS: $1.17 Adj. EPS: $2.49 Q4 Adj. EPS (ex-notables): $2.58 (+24% YoY) Q4 PFOs: $18.7B (+29% YoY) Adj. ex-PRT $12.8B (+8%) Q4 ROE: 12.0% Adj. ROE: 17.6% FY2025 EPS: $4.71 Adj. EPS (ex-notables): $8.89 (+10% YoY) FY PFOs: $57.6B (+10%) Adj. ex-PRT $49.8B (+5%) FY ROE: 12.9% Adj. ROE: 16% BVPS: $39.02 (+14%) Adj. BVPS: $57.07 (+4%) Capital return: $4.4B to shareholders Liquidity: $3.6B holding company cash 💬 Strong adjusted earnings growth record RIS sales and disciplined expense control despite GAAP volatility from market impacts." [X Link](https://x.com/allday_stocks/status/2019158065094754349) 2026-02-04T21:16Z [----] followers, [---] engagements "$ENS EnerSys Q3 FY2026 Earnings Revenue: $919M (+1% YoY) Gross Margin: 30.1% (26.3% ex IRC 45X) EPS (GAAP): $2.40 (-17% YoY) Adj. EPS: $2.77 (-11% YoY) Adj. EPS ex 45X: $1.84 (+50% YoY) Capital return (Q3): $94M (buybacks + dividends) Net leverage: [---] EBITDA (below target range) Outlook (Q4 FY26): Revenue: $960M$1.0B Adj. EPS: $2.95$3.05 Adj. EPS ex 45X: $1.91$2.01 💬 Margin expansion driven by pricing mix and cost discipline; volume softness persists in Motive Power but underlying earnings power ex tax credits remains strong. https://twitter.com/i/web/status/2019158127363649751" [X Link](https://x.com/allday_stocks/status/2019158127363649751) 2026-02-04T21:16Z [----] followers, [---] engagements "$MOD Modine Q3 FY2026 Earnings Revenue: $805.0M (+31% YoY) Climate Solutions: +51% YoY Data Center Sales: +78% YoY Adj. EBITDA: $119.6M (+37% YoY) GAAP Net Loss: $(46.8)M EPS: $(0.90) Includes $116.1M non-cash charge (U.S. pension termination) Guidance Raised (FY2026): Net Sales Growth: +20% to +25% Adj. EBITDA: $455M$475M https://twitter.com/i/web/status/2019158361543979398 https://twitter.com/i/web/status/2019158361543979398" [X Link](https://x.com/allday_stocks/status/2019158361543979398) 2026-02-04T21:17Z [----] followers, [---] engagements "📊 Price Reactions After Todays Earnings Feb [--] $GOOGL Alphabet 2.08% $ARM Arm Holdings 7.66% $QCOM Qualcomm 8.86% $SNAP Snap +5.17% $ELF e.l.f. Beauty +15.47% $COHR Coherent 11.34% $SYM Symbotic +17.06% $TTMI TTM Technologies +3.74% $FLNC Fluence Energy 12.31% $MCK McKesson +1.16% $MOD Modine +4.82% $ALGN Align Technology +8.34% $CPAY Corpay +5.64% $CRNC Cerence 12.15% $ENS EnerSys 4.15% https://twitter.com/i/web/status/2019160173730775294 https://twitter.com/i/web/status/2019160173730775294" [X Link](https://x.com/allday_stocks/status/2019160173730775294) 2026-02-04T21:24Z [----] followers, [---] engagements "$SNEX StoneX Group Q1 Earnings Beat EPS: $2.50 vs $1.85 est. 🟢 Revenue: $1.44B vs $1.13B est. 🟢" [X Link](https://x.com/allday_stocks/status/2019161951063142873) 2026-02-04T21:31Z [----] followers, [---] engagements "Cipher Mining Inc. Announces Pricing of $2.0 Billion of Senior Secured Notes $CIFR" [X Link](https://x.com/allday_stocks/status/2019169396959371562) 2026-02-04T22:01Z [----] followers, [---] engagements "$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$100M) 🟢 Drivers: higher sales volumes improved vehicle margins (product mix) cost & efficiency gains Status: preliminary unaudited; final Q4 & FY2025 results pending https://twitter.com/i/web/status/2019365846548631775 https://twitter.com/i/web/status/2019365846548631775" [X Link](https://x.com/allday_stocks/status/2019365846548631775) 2026-02-05T11:01Z [----] followers, [---] engagements "$CI The Cigna Group Strong Q4 & FY2025 Results Dividend Raised [----] Outlook Set FY2025 Revenue: $274.9B (+11% YoY) Adj. Operating Income: $8.0B ($29.84 EPS) Net Income (Shareholders): $6.0B ($22.18 EPS) Dividend: quarterly dividend increased to $1.56/share Buybacks: 11.9M shares repurchased for $3.6B FY2026 Outlook: Adj. Revenue: $280.0B Adj. Operating Income: $7.95B ($30.25 EPS) 💬 Results reflect solid top-line growth disciplined capital return and stable earnings power heading into [----]. https://twitter.com/i/web/status/2019366129232212017" [X Link](https://x.com/allday_stocks/status/2019366129232212017) 2026-02-05T11:02Z [----] followers, [---] engagements "$CARR Carrier FY2025 Results [----] Outlook Issued Q4 Sales: $4.84B (-6% YoY) Organic: -9% Q4 EPS: $0.03 GAAP $0.34 Adj. FY2025 Sales: $21.75B (-3% YoY) FY2025 EPS: $1.69 GAAP $2.59 Adj. Adj. Operating Margin (FY): 15.1% Cash Flow (Q4): Operating CF: $1.04B Free CF: $909M Capital Return (FY25): $3.7B FY2026 Guidance: Sales: $22B Adj. Operating Profit: $3.4B Adj. EPS: $2.80 Free CF: $2.0B Share Repurchases: $1.5B Headwind: $350M from Riello divestiture https://twitter.com/i/web/status/2019366250678198345 https://twitter.com/i/web/status/2019366250678198345" [X Link](https://x.com/allday_stocks/status/2019366250678198345) 2026-02-05T11:03Z [----] followers, [---] engagements "$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: $0.42/share Strategic Move: Preparing IPO of North American gold assets (NewCo) Targeted completion by late [----] https://twitter.com/i/web/status/2019366750010135012 https://twitter.com/i/web/status/2019366750010135012" [X Link](https://x.com/allday_stocks/status/2019366750010135012) 2026-02-05T11:05Z [----] followers, [----] engagements "$XEL Xcel Energy FY2025 Results [----] Guidance Reaffirmed FY2025 EPS (GAAP): $3.42 (vs. $3.44 in 2024) FY2025 EPS (Ongoing): $3.80 (vs. $3.50 in 2024) 🟢 Net Income (FY): $2.02B Key Drivers: higher recovery of infrastructure investments and electric sales growth partly offset by higher interest depreciation and O&M costs [----] Guidance (Reaffirmed): EPS: $4.04$4.16 Capital & Operations Highlights: Continued large-scale grid and generation investments (solar transmission gas conversion) Data center load growth and new strategic partnerships to support long-term demand Ongoing wildfire-related" [X Link](https://x.com/allday_stocks/status/2019367150973018243) 2026-02-05T11:07Z [----] followers, [---] engagements "$DOCN DigitalOcean Cantor Fitzgerald upgrades Overweight 📈 PT $68 Current $58.50 (Upside 16%) Valuation: 6x C27 EV/Revenue; 30x C27 EV/FCF vs. infra software avg 34x Growth outlook: improving net-new organic ARR; 1820% revenue growth target pulled forward to C26 Catalysts: large customer wins (e.g. Character AI) expanding GPU-led PaaS potential Analyst Day ahead https://twitter.com/i/web/status/2019374903250526458 https://twitter.com/i/web/status/2019374903250526458" [X Link](https://x.com/allday_stocks/status/2019374903250526458) 2026-02-05T11:37Z [----] followers, [---] engagements "$GOOGL Alphabet Inc. Mizuho raises target price 📈 PT $410 Current $322 (Upside 27%)" [X Link](https://x.com/allday_stocks/status/2019375304377266474) 2026-02-05T11:39Z [----] followers, [---] engagements "$WMS Advanced Drainage Systems Q3 FY2026 Results Buyback Authorization Increased Q3 Revenue: $693.4M (+0.4% YoY) Q3 Net Income: $94.0M (+14.3%) Q3 EPS: $1.19 Adj. EPS: $1.27 Adj. EBITDA: $209.2M (+9.3%) Margin: 30.2% YTD FY2026 Revenue: $2.4B (+3.7%) YTD EPS: $5.02 Adj. EPS: $5.20 YTD Adj. EBITDA: $774.9M (+8.8%) Capital Return: New $1.0B share repurchase authorization Total authorization: $1.148B FY2026 Outlook (Updated): Revenue: $2.99B$3.04B Adj. EBITDA: $930M$960M CapEx: $250M https://twitter.com/i/web/status/2019376631396045300 https://twitter.com/i/web/status/2019376631396045300" [X Link](https://x.com/allday_stocks/status/2019376631396045300) 2026-02-05T11:44Z [----] followers, [---] engagements "Pre-Market Movers Feb [--] Top Gainers $TSEM Tower Semiconductor +18.38% $SITM SiTime +13.81% $ALGN Align Technology +10.58% $NIO NIO +9.91% $KLIC Kulicke & Soffa +9.57% Top Losers $FLNC Fluence Energy -16.07% $RAL Ralliant -14.73% $QCOM Qualcomm -10.03% $EL Este Lauder -9.83% $CARR Carrier -9.52% https://twitter.com/i/web/status/2019376871025045536 https://twitter.com/i/web/status/2019376871025045536" [X Link](https://x.com/allday_stocks/status/2019376871025045536) 2026-02-05T11:45Z [----] followers, [---] engagements "$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. $12.82B est. (Miss -89.1%) YoY: -39.1%" [X Link](https://x.com/allday_stocks/status/2019382230523736398) 2026-02-05T12:06Z [----] followers, [---] engagements "$BMY Bristol-Myers Squibb Q4 [----] Earnings EPS: $1.26 vs. $1.20 est. (Beat +5.0%) YoY: -24.6% Revenue: $12.50B vs. $12.28B est. (Beat +1.8%) YoY: +1%" [X Link](https://x.com/allday_stocks/status/2019382277059260745) 2026-02-05T12:07Z [----] followers, [---] engagements "$PSA Public Storage BofA Securities downgrades to Neutral 🔻 PT $310 (from $336) Current $288.5 (Upside 7%) Lack of near-term catalysts for operational improvement Limited rental revenue growth expected in [----] Pricing restrictions tied to Los Angeles wildfires impacting 16.2% of operating income https://twitter.com/i/web/status/2019382648964010206 https://twitter.com/i/web/status/2019382648964010206" [X Link](https://x.com/allday_stocks/status/2019382648964010206) 2026-02-05T12:08Z [----] followers, [---] engagements "$MCK McKesson Jefferies reiterates Buy 📈 PT $1065 Current $835 (Upside 28%) Company seen as undervalued at current levels Solid quarterly execution supports confidence Growth opportunities in specialty pharma and MSO channels" [X Link](https://x.com/allday_stocks/status/2019383000132157831) 2026-02-05T12:10Z [----] followers, [---] engagements "$PTON Peloton Q2 FY2026 Earnings Revenue: $657M (-3% YoY) Adjusted EBITDA: $81M (+39% YoY) Paid Connected Fitness Subscriptions: 2.661M (-7% YoY) Gross Margin: 50.5% (+320 bps YoY) GAAP Net Loss: $39M Outlook Update: FY26 Adjusted EBITDA: raised to $450$500M FY26 Free Cash Flow: minimum target $275M https://twitter.com/i/web/status/2019388724195275242 https://twitter.com/i/web/status/2019388724195275242" [X Link](https://x.com/allday_stocks/status/2019388724195275242) 2026-02-05T12:32Z [----] followers, [---] engagements "$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 "Todays Leaders Feb [--] $SITM SiTime +20.8% $FORM FormFactor +17.4% $MCK McKesson +16.2% $ENSG Ensign Group +13.7% $RRX Regal Rexnord +11.7% $SIRI Sirius XM +11.1% $IDCC InterDigital +10.6% $ALGN Align Technology +10.2% $CPAY Corpay +10.0% $ITT ITT Inc. +9.7% $CAH Cardinal Health +9.5% $COR Cencora +9.1% $XPO XPO +8.6% $TW Tradeweb +8.5% $HSY Hershey +7.4% https://twitter.com/i/web/status/2019441301662380241 https://twitter.com/i/web/status/2019441301662380241" [X Link](https://x.com/allday_stocks/status/2019441301662380241) 2026-02-05T16:01Z [----] followers, [---] engagements "$FPS IPO: Forgent Power Solutions started trading today. Currently up +1.2%" [X Link](https://x.com/allday_stocks/status/2019488275589693736) 2026-02-05T19:08Z [----] followers, [---] engagements "$MSTR Strategy Inc. Earnings Miss (Q4 2025) Revenue: $122.99M (Est. $118.47M) 🟢 EPS: -$42.93 (Est. -$20.99) 🔻 YoY EPS: -1316.5% YoY Revenue: +1.9% 💬 Revenue beat expectations but earnings swung sharply lower driven by significant non-operational impacts tied to Bitcoin holdings and valuation effects. https://twitter.com/i/web/status/2019516899474735572 https://twitter.com/i/web/status/2019516899474735572" [X Link](https://x.com/allday_stocks/status/2019516899474735572) 2026-02-05T21:02Z [----] followers, [----] engagements "$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 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 $4.6 billion NPV.
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Social Influence
Social category influence stocks 79.56% finance 35.36% technology brands 22.28% cryptocurrencies 15.47% countries 4.42% automotive brands 4.05% financial services #2064 exchanges #4840 luxury brands 1.47% social networks 1.29%
Social topic influence strong 13.44%, cash flow #552, flow 9.94%, ai #6164, growth 6.81%, market #165, health 4.24%, dividend #875, eps #181, gainers #56
Top accounts mentioned or mentioned by @thekanakanative @financejack44 @grok @inxpensveinvest @uvyatm @yoyoyeah_ @thetruebluedog @kh2014000 @cobratruco @mark_to_mkt @trade_velocity @vsia21651 @hap0606 @jeaneur8 @rayt168 @bigmacattack41
Top assets mentioned Hims & Hers Health, Inc. (HIMS) Novo-Nordisk (NVO) Cloudflare, Inc. (NET) Western Digital Corp (WDC) Sandisk Corporation (SNDK) AppLovin Corporation (APP) Goldman Sachs (GS) S&P Global Inc (SPGI) Alphabet Inc Class A (GOOGL) Morgan Stanley (MS) Anbio Biotechnology (NNNN) Enphase Energy Inc (ENPH) Microchip Technology Inc. (MCHP) Bloom Energy Corporation (BE) Cipher Mining Inc. Common Stock (CIFR) TeraWulf Inc. (WULF) Hinge Health, Inc. (HNGE) United Microelectronic Corp. (UMC) Palantir Technologies Inc. (PLTR) Amazon.com, Inc. (AMZN) Credo Technology Group Holding Ltd (CRDO) Roblox Corp. (RBLX) Applied Digital Corp. (APLD) Fluence Energy, Inc. (FLNC) Galaxy Digital Inc. (GLXY) Unity Software Inc. (U) Bill.com Holdings, Inc. (BILL) Robinhood Markets, Inc. (HOOD) Lyft, Inc. Class A Common Stock (LYFT) Ramaco Resources, Inc. Common Stock (METC) Alibaba Group (BABA) Msci Inc (MSCI)
Top Social Posts
Top posts by engagements in the last [--] hours
"$BNTX BioNTech/Pfizer COVID vaccine gets EU boost ahead of winter season via EUs CHMP issues positive opinion on LP.8.1-adapted vaccine Targets dominant variants incl. XFG NB.1.8.1 LF.7 with improved immune response Pending EC approval rollout covers ages [--] months+ Manufacturing already initiated doses ready for shipment Backed by 1B+ doses administered reinforcing safety & efficacy Strategic step to secure [--------] seasonal market share Revenue boost possible from fall/winter government contracts http://overnightstocks.com http://overnightstocks.com"
X Link 2025-07-25T09:11Z [----] followers, [--] engagements
"📊 Today's Earnings Before Market Open via $CVS $RBLX $ABBV $MA $CCJ $BLDR $NCLH $SHAK $CRS $HWM $BMY $ALNY $CMCSA $PWR $RACE $SPGI $CI $EME $MLCO $MPW $WRD $SO $CVE $APLS $APTV $BIIB $ATI $BAX $APD $APG $ICE $GOOS $HII $SHEL $SIRI $SAN $PCG $VMC $LSPD $IDCC $XRX $XYL $TFX $VCEL $ING $ITT $MAS $MEOH $KEX $LAUR http://overnightstocks.com http://overnightstocks.com"
X Link 2025-07-31T09:41Z [----] followers, [----] engagements
"U.S. Section [---] Probe Targets Robotics & Medical Devices European Stocks Slide on Tariff Fears $SHL.DE Siemens Healthineers -4.7% $AFX.DE Carl Zeiss Meditec -3% $ENR.DE Siemens Energy -2.4% $PHIA.AS Philips -2.4% U.S. launches Section [---] investigation into robotics machinery & medical technology Probe could lead to new tariffs or import restrictions in these sectors Philips says no immediate operational or financial impact should be assumed https://twitter.com/i/web/status/1971127506783658335 https://twitter.com/i/web/status/1971127506783658335"
X Link 2025-09-25T08:19Z [----] followers, [---] engagements
"$LOGC ContextLogic Q325 Earnings Highlights 🔹 Net Loss: $1M (flat YoY) 🔹 Cash & Equivalents: $102M 🔹 Marketable Securities: $116M 🔹 Total Liquidity: $218M 🔹 Interest Income: $2M (mainly U.S. government instruments) 🔹 G&A Expenses: $3M (incl. $1M stock comp $1M strategic transaction costs) 🔹 Additional Financing: $75M option via subsidiary preferred unit issuance (conditional on acquisition) ContextLogic remains in restructuring mode maintaining solid liquidity while evaluating strategic alternatives. https://twitter.com/i/web/status/1983265383441138144"
X Link 2025-10-28T20:11Z [----] followers, [---] engagements
"After-Hours Movers Top [--] Gainers $METC Ramaco Resources +28.20% $ATEC Alphatec Holdings +21.07% $IRTC iRhythm Technologies +16.23% $RYAN Ryan Specialty Holdings +14.98% $WDC Western Digital +12.17% Top [--] Losers $SPSC SPS Commerce -27.81% $DXCM DexCom -16.42% $ALKT Alkami Technology -16.02% $SVV Savers Value Village -13.76% $APPF AppFolio -11.97% https://twitter.com/i/web/status/1984007940857082105 https://twitter.com/i/web/status/1984007940857082105"
X Link 2025-10-30T21:22Z [----] followers, [---] engagements
"$APP AppLovin Reports Record Q3 Results Raises Buyback Authorization Revenue: $1.41B (+68% YoY) 🟢 Net Income: $836M (+92% YoY) 🟢 Adjusted EBITDA: $1.16B (+79% YoY) 🟢 Operating Cash Flow / FCF: $1.05B 🟢 Share Repurchase Authorization: Increased by $3.2B (Total $3.3B remaining) 💰 Guidance (Q4 2025): Revenue: $1.57B$1.60B Adjusted EBITDA: $1.29B$1.32B (8283% margin) 💬 AppLovin posts another strong quarter with massive profitability and cash generation reinforcing shareholder returns through an expanded $3.3B buyback. https://twitter.com/i/web/status/1986178531001573689"
X Link 2025-11-05T21:07Z [----] followers, 13.1K engagements
"$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$0.44 💬"
X Link 2025-12-03T12:10Z [----] followers, [---] engagements
"$EW Edwards Lifesciences Stifel raises price target Stifel reiterates Buy Price Target: $100 (prev. $95) Current Price: $86 Upside: 16%"
X Link 2025-12-05T10:46Z [----] followers, [---] engagements
"Movers Today Dec [--] Gainers: $IMNM Immunome +20.85% $OLMA Olema Pharmaceuticals +6.44% $ANF Abercrombie & Fitch +6.00% $ZIM ZIM Integrated Shipping +5.70% $ATGE Adtalem Global Education +5.17% Losers: $CLSK CleanSpark 15.13% $CIFR Cipher Mining 13.43% $APLD Applied Digital 12.96% $WULF TeraWulf 12.86% $HUT Hut [--] 12.47% https://twitter.com/i/web/status/2000608175196918256 https://twitter.com/i/web/status/2000608175196918256"
X Link 2025-12-15T16:45Z [----] followers, [---] engagements
"$ADSK Autodesk: BTIG initiates Buy sets PT at $365 Rating: Buy PT: $365 Key driver: Long-term upside from cloud innovation expanding TAM and margin improvement path toward 41% operating margin Current price: $295 (Upside: +23.7%)"
X Link 2025-12-17T13:15Z [----] followers, [---] engagements
"After-Hours Movers Dec [--] Top Gainers $ORCL Oracle +3.42% $CRWV CoreWeave +3.27% $LFST LifeStance Health +3.03% $SEI Solaris Energy Infrastructure +2.83% $SAIL SailPoint +2.57% Top Losers $NKE Nike 10.39% $SBS Sabesp + 6.17% $BMO Bank of Montreal 5.44% $LWB Lamb Weston 3.42% $KBH KB Home 3.19% https://twitter.com/i/web/status/2001790478023278656 https://twitter.com/i/web/status/2001790478023278656"
X Link 2025-12-18T23:03Z [----] followers, [---] engagements
"Biotech Outlook [----] Bank of America BofA sees small- and mid-cap biotech well positioned into [----] Top picks: $ARGX Argenx $KALV KalVista Pharmaceuticals $OCUL Ocular Therapeutix $VRTX Vertex Pharmaceuticals Key drivers: clearer regulatory pathways improved commercial execution and a dense slate of upcoming clinical data https://twitter.com/i/web/status/2002479264503861437 https://twitter.com/i/web/status/2002479264503861437"
X Link 2025-12-20T20:40Z [----] followers, [----] engagements
"DAX Weekly Winners & Losers Performance (Dec 13Dec 19) Index +0.42% Modest index gains driven by financials and utilities while autos and heavy industry dragged on performance. 🔝 Top Performers of the Week $ZAL Zalando +8.28% $EOAN E.ON +4.22% $CBK Commerzbank +3.99% $DBK Deutsche Bank +3.76% $RWE RWE +2.86% $SY1 Symrise +2.60% $DB1 Deutsche Brse +2.32% $DTE Deutsche Telekom +2.20% $ALV Allianz +1.99% $G1A GEA Group +1.97% 🔻 Worst Performers of the Week $VOW3 Volkswagen 3.79% $RHM Rheinmetall 3.65% $BMW BMW 2.86% $MBG Mercedes-Benz Group 2.84% $DTG Daimler Truck 2.63% $BAS BASF 2.17% $HEI"
X Link 2025-12-21T11:46Z [----] followers, [---] engagements
"OVERNIGHT MOVERS DEC [--] Top Gainers: $ZIM ZIM Integrated Shipping +12.4% $NVO Novo Nordisk +9.4% $NNNN Anbio Biotech +4.5% $LION Lionsgate Studios +4.2% $HII Huntington Ingalls +3.8% Top Losers: $RKLB Rocket Lab 7.0% $LUNR Intuitive Machines 4.6% $ASTS AST SpaceMobile 4.4% $NTRA Natera 3.9% https://twitter.com/i/web/status/2003357450569753042 https://twitter.com/i/web/status/2003357450569753042"
X Link 2025-12-23T06:50Z [----] followers, [---] engagements
"PRE-MARKET MOVERS DEC [--] Top Gainers: $DBRG DigitalBridge Group +33.3% $KOF Coca-Cola FEMSA +6.2% $UUUU Energy Fuels +5.5% $ABVX Abivax +5.4% $ARQT Arcutis Biotherapeutics +3.7% Top Losers: $BOH Bank of Hawaii 7.1% $LFST LifeStance Health 4.6% $MKC McCormick & Company 4.1% $CDE Coeur Mining 4.0% $APLD Applied Digital 3.8% https://twitter.com/i/web/status/2005600600659026234 https://twitter.com/i/web/status/2005600600659026234"
X Link 2025-12-29T11:23Z [----] followers, [---] engagements
"$PONY deepens strategic partnership with BAIC BJEV 🚗🤖 Expanded collaboration to accelerate L4 Robotaxi mass production & commercialization Focus on purpose-built Robotaxi design in-cabin systems fleet ops user acquisition & maintenance Goal: lower BOM and long-term operating costs via BAIC BJEVs OEM supply chain 600+ Arcfox Alpha T5 Robotaxis already operating in Beijing & Shenzhen Nearly RMB 1B invested in autonomous driving R&D since [----] Partnership to include additional capital and support global expansion Signal: scaling phase for Robotaxi moves closer as cost and production ramp"
X Link 2026-01-11T15:57Z [----] followers, [---] engagements
"$RGNX REGENXBIO strong RGX-202 durability key [----] catalysts ahead 18-month durability data for RGX-202 remains strong [----] flagged as a pivotal year with major data readouts FDA PDUFA decision upcoming Expects $100M payment from AbbVie in H1 [----] boosting cash position https://twitter.com/i/web/status/2010448748347031866 https://twitter.com/i/web/status/2010448748347031866"
X Link 2026-01-11T20:28Z [----] followers, [---] engagements
"$TEM Tempus AI preliminary Q4 & FY25 results (strong growth) FY25 (prelim unaudited): Revenue: $1.27B (+83% YoY; 30% organic excl. Ambry) Diagnostics: $955M (+111% YoY) Oncology volume +26% Hereditary +29% Data & Applications: $316M (+31% YoY) Insights / data licensing +38% Net revenue retention: 126% TCV: $1.1B (record) Q4 FY25 (prelim): Revenue: $367M (+83% YoY) Diagnostics: $266M (+121% YoY) Oncology +29% Hereditary +23% Data & Applications: $100M (+25% YoY; Insights +68% ex-AZN warrant) Notes: Record Data & Apps quarter; accelerating genomics volumes Presenting at J.P. Morgan Healthcare"
X Link 2026-01-11T22:43Z [----] followers, [----] engagements
"Trading is back Overnight Movers 🌙📊 🔺 Gainers $FRSH Freshworks +12.5% $PAAS Pan American Silver +6.8% $AG First Majestic Silver +5.8% $MIR Mirion Technologies +4.9% $KSS Kohls +4.8% $OPRA Opera +4.7% $ASX ASE Technology Holding +4.6% $TEM Tempus AI +4.4% $METC Ramaco Resources +4.0% $XYZ Block +4.0% 🔻 Losers $SYF Synchrony Financial 5.6% $COF Capital One Financial 3.3% $FLY Firefly Aerospace 3.0% $PSIX Power Solutions International 3.0% $BBWI Bath & Body Works 2.8% $VRSN VeriSign 2.5% $HNGE Hinge Health 2.5% $TER Teradyne 2.5% $AMKR Amkor Technology 2.5% $SMMT Summit Therapeutics 2.4%"
X Link 2026-01-12T01:09Z [----] followers, [---] engagements
"📈 Overnight Movers Jan [--] 🔺 Top Gainers $TEM Tempus AI +6.61% $MUX McEwen Mining +5.09% $BILI Bilibili +4.77% $AG First Majestic Silver +4.66% $BABA Alibaba Group +4.58% $NNNN Anbio Biotechnology +3.86% $WB Weibo +3.81% $CDE Coeur Mining +3.77% $HNGE Hinge Health +3.74% $NEXT NextDecade +3.48% 🔻 Top Losers $SYF Synchrony Financial 5.05% $CLBT Cellebrite DI Ltd. 3.95% $COF Capital One Financial 3.89% $BLBD Blue Bird Corp. 3.47% $LTC LTC Properties 3.47% $FTAI FTAI Aviation 3.16% $SYM Symbotic 3.12% $SERV Serve Robotics 3.06% $LITE Lumentum Holdings 2.81% $DOCN DigitalOcean Holdings 2.65%"
X Link 2026-01-12T07:00Z [----] followers, [---] engagements
"Overnight Movers Jan [--] 🔼 Top Gainers $HII Huntington Ingalls +5.18% $BILI Bilibili +5.13% $TTAN ServiceTitan +4.37% $HMY Harmony Gold +4.13% $HNGE Hinge Health +4.05% 🔻 Top Losers $RAPP Rapport Therapeutics 3.43% $TCOM Group 3.27% $POR Portland General Electric 2.99% $RIVN Rivian 2.45% $TVTX Travere Therapeutics 2.03% http://Trip.com http://Trip.com"
X Link 2026-01-14T07:45Z [----] followers, [---] engagements
"$ZIM ZIM Integrated Shipping Goldman Sachs raises PT maintains Neutral PT $15 $21"
X Link 2026-01-14T08:08Z [----] 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
"$MTB M&T Bank Q4 Earnings Revenue (NII): $1.78B (Est. $1.80B) 🔻 EPS (Adj.): $4.72 EPS (GAAP): $4.67 Net Income: $759M Net Interest Margin: 3.69% CET1 Capital Ratio: 10.84% Provision for Credit Losses: $125M 💬 Net interest income came in slightly below estimates while capital and margins remained solid. https://twitter.com/i/web/status/2012110917924753673 https://twitter.com/i/web/status/2012110917924753673"
X Link 2026-01-16T10:33Z [----] followers, [---] engagements
"$CXM Sprinklr Citizens reiterates Market Outperform 📈 PT $17.00 Current $6.96 (Upside 144%)"
X Link 2026-01-16T10:45Z [----] followers, [---] engagements
"$DQ Daqo New Energy Subsidiary guides FY25 loss improvement YoY Xinjiang Daqo prelim. FY25 net loss: RMB 1.01.3B (PRC GAAP) vs. FY24 loss: RMB 2.7B clear YoY improvement Xinjiang Daqo = core earnings driver (72.8% owned) Figures are preliminary PRC GAAP may not align with U.S. GAAP Management flags material variance risk until final close Bottom line: losses narrowing but visibility still low treat guidance with caution. https://twitter.com/i/web/status/2012119399046541463 https://twitter.com/i/web/status/2012119399046541463"
X Link 2026-01-16T11:07Z [----] followers, [---] engagements
"$BTDR Bitdeer BTIG reiterates Buy maintains PT 📈 PT $25 Current $15.2 (Upside 64%) Revenue outlook raised on BTC price strength self-mining hash rate and AI cloud FY26 EBITDA forecast trimmed but top-line momentum intact"
X Link 2026-01-16T12:16Z [----] followers, [---] engagements
"DAX Weekly Winners & Losers Performance (Jan 1216) Index +0.14% Flat index with selective upside: utilities energy and defensives provided support while software autos and telecom dragged on performance. --- 🔝 Top Performers of the Week $ENR Siemens Energy +8.30% $RWE RWE +7.38% $BAYN Bayer +6.78% $SY1 Symrise +4.85% $BEI Beiersdorf +3.56% $EOAN E.ON +3.45% $DTG Daimler Truck +3.13% $ZAL Zalando +3.13% $G1A GEA Group +2.85% $SIE Siemens +2.38% --- 🔻 Worst Performers of the Week $FME Fresenius Medical Care 5.14% $SAP SAP 4.80% $CON Continental 4.78% $DTE Deutsche Telekom 4.75% $ADS adidas"
X Link 2026-01-18T13:08Z [----] followers, [---] engagements
"📈 Pre-Market Movers Jan [--] Top Gainers $KEP Korea Electric Power +15.42% $UMC United Microelectronics +14.73% $SKM SK Telecom +9.72% $CRML Critical Metals +8.40% $SKE Skeena Resources +8.08% $SII Sprott +7.94% $ORLA Orla Mining +7.56% $IAG IAMGOLD +7.54% $IBRX ImmunityBio +7.45% $HYMC Hycroft Mining +6.98% $PKX POSCO Holdings +6.97% $GFI Gold Fields +6.79% $CRK Comstock Resources +6.14% $AR Antero Resources +5.75% $ENLT Enlight Renewable Energy +5.64% Top Losers $MTD Mettler-Toledo 10.31% $KAR OPENLANE 8.54% $GLXY Galaxy Digital 7.69% $UI Ubiquiti 7.40% $RIOT Riot Platforms 7.30% $FAST"
X Link 2026-01-20T13:59Z [----] followers, [---] engagements
"$PRGS Progress Software Mixed Q Results Revenue: $252.67M (Est. $252.86M) 🔻 EPS: $1.51 (Est. $1.31) 🟢 YoY: EPS +14% Revenue +18% QoQ: EPS +1% Revenue +1% 💬 Progress Software reported an EPS beat versus expectations while revenue came in slightly below consensus. https://twitter.com/i/web/status/2013720472639111327 https://twitter.com/i/web/status/2013720472639111327"
X Link 2026-01-20T21:09Z [----] followers, [---] engagements
"$CFG Citizens Financial Q4 [----] Earnings EPS: $1.13 (Est. $1.10) 🟢 Net Interest Income: $1.50B (Est. $1.53B) 🔻 Provision for Credit Losses: $137M (Est. $148.2M) 🟢 Total Deposits: $183.38B (Est. $180.35B) 🟢"
X Link 2026-01-21T11:27Z [----] followers, [---] engagements
"Overnight Movers Jan [--] Top Gainers $VG Venture Global +12.28% $OGN Organon +10.22% $KRMN Karman Holdings +6.75% $NICE NICE Ltd +4.12% $INFY Infosys +4.10% Top Losers $RKLB Rocket Lab 3.67% $PBF PBF Energy 3.29% $TAP Molson Coors 3.27% $SMG Scotts Miracle-Gro 3.26% $SONY Sony Group 3.04% https://twitter.com/i/web/status/2014222583768474089 https://twitter.com/i/web/status/2014222583768474089"
X Link 2026-01-22T06:24Z [----] followers, [---] engagements
"Pre-Market Movers Jan [--] Top Gainers $VG Venture Global +12.83% $KRMN Karman Holdings +10.88% $IPAR Interparfums +5.99% $TMC TMC the metals company +5.64% $ARM Arm Holdings +5.60% $MRNA Moderna +5.59% $HYMC Hycroft Mining +5.38% $BABA Alibaba +5.22% $PLAB Photronics +4.86% $FULT Fulton Financial +4.83% $COHR Coherent +4.55% $MT ArcelorMittal +4.29% $RMBS Rambus +4.26% $NUVB Nuvation Bio +4.23% $ELAN Elanco Animal Health +4.07% Top Losers $NAMS NewAmsterdam Pharma 7.75% $BANC Banc of California 4.45% $KNX Knight-Swift Transportation 3.85% $UMC United Microelectronics 3.68% $TAP Molson Coors"
X Link 2026-01-22T09:43Z [----] followers, [---] engagements
"$CSX CSX Corp. Q4 & FY2025 Earnings Revenue (Q4): $3.51B (1% YoY) Operating Income (Q4): $1.11B Net Earnings (Q4): $720M EPS (Q4): $0.39 Includes $50M severance and technology rationalization charges ($0.02/share) Revenue (FY2025): $14.09B Operating Income (FY): $4.52B Adj. Operating Income (FY): $4.69B (ex $164M goodwill impairment) Operating Margin (FY): 32.1% Adj. Operating Margin (FY): 33.2% EPS (FY): $1.54 Adj. EPS (FY): $1.61 https://twitter.com/i/web/status/2014443749133135996 https://twitter.com/i/web/status/2014443749133135996"
X Link 2026-01-22T21:03Z [----] followers, [---] engagements
"Overnight Movers Jan [--] Top Gainers $QURE uniQure +7.6% $CSIQ Canadian Solar +5.2% $CPNG Coupang +4.2% $ISRG Intuitive Surgical +4.2% $USAR USA Rare Earth +4.2% Top Losers $INTC Intel 11.7% $DRI Darden Restaurants 4.4% $UMC United Microelectronics 4.3% $COF Capital One 3.3% $APD Air Products 3.3% https://twitter.com/i/web/status/2014588296517611956 https://twitter.com/i/web/status/2014588296517611956"
X Link 2026-01-23T06:37Z [----] followers, [---] engagements
"$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
"Some interesting IPOs next week: Upcoming IPOs Week Ahead Several sizable IPOs are lined up spanning fintech space & defense and insurance tech. $PICS PicPay Brazilian digital bank targeting a $2.5B valuation Deal size: up to $434M 22.9M shares at $16$19 42M active users; payments full digital bank (cards insurance BNPL) Brazil returning to US IPO markets after multi-year drought $YSS York Space Systems Space & defense satellite contractor Deal size: $512M (up to $544M) 16M shares at $30$34 Implied mkt cap: $4.0$4.25B Major DoD contractor; [--] missions 4M+ on-orbit hours NYSE listing expected"
X Link 2026-01-25T13:14Z [----] followers, [---] engagements
"$BKR Baker Hughes Q4 & FY [----] Results Q4 Revenue: $7.4B (flat YoY) Q4 EPS (GAAP): $0.88 Q4 EPS (Adj.): $0.78 Q4 Adj. EBITDA: $1.34B (+2% YoY) Q4 Orders: $7.9B (IET $4.0B) Record RPO: $35.9B (IET $32.4B) Q4 FCF: $1.34B FY Revenue: $27.7B (flat YoY) FY EPS (GAAP / Adj.): $2.60 / $2.60 FY Adj. EBITDA: $4.83B (+5% YoY) FY Orders: $29.6B (IET record $14.9B) FY FCF: $2.73B https://twitter.com/i/web/status/2015558950297444444 https://twitter.com/i/web/status/2015558950297444444"
X Link 2026-01-25T22:54Z [----] followers, [---] engagements
"US power outages surge: gas supply constraints and extreme cold strain the grid Potential beneficiaries: Generac $GNRC rising demand for backup power solutions during blackouts Quanta Services $PWR grid repairs maintenance and infrastructure expansion Cheniere Energy $LNG LNG exports tighten domestic gas supply Targa Resources $TRGP benefits from higher volumes and pricing leverage in midstream energy https://twitter.com/i/web/status/2015565930714267970 https://twitter.com/i/web/status/2015565930714267970"
X Link 2026-01-25T23:22Z [----] followers, [---] engagements
"$SLB Schlumberger RBC Capital raises PT reiterates Outperform 📈 PT $54 Current $49.4 (Upside 9.3%)"
X Link 2026-01-26T09:29Z [----] followers, [---] engagements
"$ENPH Enphase Energy workforce reduction & restructuring 🔻 Announces 6% workforce reduction Restructuring plan follows expiration of the federal solar tax credit Move aimed at cost alignment amid weaker policy support Stock reaction: 3.2%"
X Link 2026-01-26T13:52Z [----] followers, [---] engagements
"$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
"Overnight Movers Jan [--] 🔼 Top Gainers $NNNN Anbio Biotech +10.01% $24.94 $UMC United Microelectronics +7.58% $12.20 $HSAI Hesai Group +4.89% $26.36 $AUGO Aura Minerals +4.45% $71.89 $VOYG Voyager Technologies +3.88% $34.55 🔻 Top Losers $HUM Humana 12.15% $231.60 $UNH UnitedHealth Group 8.60% $321.40 $CVS CVS Health 7.71% $77.40 $ELV Elevance Health 5.82% $355.00 $PSIX Power Solutions 3.84% $73.78 https://twitter.com/i/web/status/2016038306505429240 https://twitter.com/i/web/status/2016038306505429240"
X Link 2026-01-27T06:39Z [----] followers, [---] engagements
"$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
"Pre-Market Movers Jan [--] 🔼 Gainers $NET Cloudflare +10.9% $UMC United Microelectronics +10.8% $NNNN Anbio Biotechnology +10.3% $DOCN DigitalOcean +9.7% $KC Kingsoft Cloud +8.3% $SKM SK Telecom +7.7% $TLX Telix Pharmaceuticals +5.5% $CRWV CoreWeave +5.0% $MU Micron +4.6% $HSAN Hesai +4.5% $AUGO Aura Minerals +4.5% $GM General Motors +4.4% $AAL American Airlines +4.2% $MKSI MKS Instruments +4.1% $BILI Bilibili +4.0% 🔻 Losers $HUM Humana 16.9% $UNH UnitedHealth 16.4% $ALHC Alignment Healthcare 15.6% $CVS CVS Health 13.0% $AGYS Agilysys 12.3% $SANM Sanmina 8.5% $ELV Elevance Health 8.1% $BRO"
X Link 2026-01-27T12:26Z [----] followers, [---] engagements
"Todays Leaders Jan [--] $RDW Redwire +31.4% $GLW Corning +16.2% $APLD Applied Digital +14.9% $NET Cloudflare +13.5% $CRWV CoreWeave +12.6% $TE TI Energy +12.5% $FLY Firefly Aerospace +12.1% $FLNC Fluence Energy +11.7% $LUMN Lumen +11.4% $HCA HCA Healthcare +11.3% $UMC UMC +11.1% $SYY Sysco +10.0% $PL Planet Labs +9.9% $SKM SK Telecom +9.8% $ONDS Ondas +9.6% https://twitter.com/i/web/status/2016193797072551978 https://twitter.com/i/web/status/2016193797072551978"
X Link 2026-01-27T16:57Z [----] followers, [---] engagements
"📊 OVERNIGHT MOVERS Jan [--] 🔼 Top Gainers $LRN Stride Inc. +30.47% $TXN Texas Instruments +11.39% $NXT Nextracker +10.41% $STX Seagate Technology +9.43% $ASML ASML Holding +8.44% $WDC Western Digital +6.20% $INTC Intel +5.72% $LRCX Lam Research +5.17% $SNDK Sandisk +4.76% $MCHP Microchip Technology +4.59% 🔻 Top Losers $SWKS Skyworks Solutions 9.99% $UMC United Microelectronics 3.92% $QRVO Qorvo 3.36% $UI Ubiquiti 2.98% $APTV Aptiv 2.74% $FOLD Amicus Therapeutics 2.73% $ANF Abercrombie & Fitch 2.55% $CART Maplebear (Instacart) 2.45% $NNNN Anbio Biotechnology 2.37% $YUM Yum Brands 2.32%"
X Link 2026-01-28T06:23Z [----] followers, [---] engagements
"$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
"$UMC United Microelectronics Misses EPS Beats Revenue Pre-Market -10.2% Revenue: $1.97B (Est. $1.94B) 🟢 EPS: $0.13 (Est. $0.14) 🔻 💬 Modest EPS miss outweighs revenue beat pressuring shares pre-market"
X Link 2026-01-28T10:49Z [----] followers, [---] engagements
"$EDU New Oriental Education Beats EPS Guides Q3/FY Pre-Market +5.4% Revenue: $1.19B (Est. $1.16B) 🟢 EPS: $0.45 (Est. $0.34) 🟢 Guidance Q3 [----] Revenue: $1.311.35B (Est. $1.33B) Guidance FY2026 Revenue: $5.295.48B (Est. $5.37B) 💬 Strong EPS beat with revenue above consensus; guidance broadly in line. https://twitter.com/i/web/status/2016463710273802448 https://twitter.com/i/web/status/2016463710273802448"
X Link 2026-01-28T10:49Z [----] followers, [---] engagements
"$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 $8.358.50 💬 Danaher delivered mid-single-digit growth in Q4 and FY2025 and initiated FY2026 guidance pointing to accelerating earnings leverage. https://twitter.com/i/web/status/2016466996745945153 https://twitter.com/i/web/status/2016466996745945153"
X Link 2026-01-28T11:02Z [----] followers, [---] engagements
"$VFC VF Corporation Delivers Q3 FY26 Revenue Growth Margin Expansion & Deleveraging Revenue: +1% YoY reported +4% YoY ex-Dickies Gross Margin: 56.6% (+30 bps YoY) 57.0% ex-Dickies Operating Income: $289M (vs. $226M LY) $341M ex-Dickies Operating Margin: 10.1% (+210 bps YoY) 12.1% ex-Dickies EPS: $0.76 reported (vs. $0.43 LY) $0.58 ex-Dickies Dividend: $0.09 per share (quarterly) Brand Performance: The North Face +8% YoY (constant currency) Timberland +5% YoY (constant currency) 5th straight growth quarter Vans performance in line with expectations Americas: +6% C$ ex-Dickies strongest"
X Link 2026-01-28T11:05Z [----] followers, [---] engagements
"$GD General Dynamics Beats EPS & Revenue Revenue: $14.38B (Est. $13.78B) 🟢 EPS: $4.17 (Est. $4.11) 🟢 💬 Q4 results came in above expectations on both the top and bottom line"
X Link 2026-01-28T12:03Z [----] followers, [---] engagements
"$GLW Corning Delivers Record Q4 & FY2025 Upgrades Springboard Growth Plan Core Revenue (Q4): $4.41B (+14% YoY) Core EPS (Q4): $0.72 (+26% YoY) GAAP EPS (Q4): $0.62 Core Revenue (FY25): $16.41B (+13% YoY) Core EPS (FY25): $2.52 (+29% YoY) Adjusted Free Cash Flow (FY25): $1.72B Q1 [----] Outlook: Core revenue: $4.24.3B (+15% YoY) Core EPS: $0.660.70 Springboard Plan (Upgraded): Incremental annualized sales by 2028: $11B (prior $8B) Incremental annualized sales by [----] (internal): $6.5B Incremental annualized sales by [----] (high-confidence): $5.75B Margins & Returns (Q423 Q425): Core operating"
X Link 2026-01-28T12:03Z [----] followers, [----] engagements
"$TEVA Teva Pharma Beats EPS & Revenue Issues FY26 Revenue Guidance Revenue: $4.71B (Est. $4.33B) 🟢 EPS: $0.96 (Est. $0.65) 🟢 FY2026 Revenue Guidance: $16.416.8B (Est. $16.9B) 💬 Strong Q4 beat on both EPS and revenue; FY26 revenue guidance slightly below consensus"
X Link 2026-01-28T12:51Z [----] followers, [---] engagements
"$EXTR Extreme Networks Beats EPS & Revenue Guides Q3 Revenue: $317.9M (Est. $312.32M) 🟢 EPS: $0.26 (Est. $0.24) 🟢 Guidance Q3 [----] EPS: $0.23$0.25 (Est. $0.24) Guidance Q3 [----] Revenue: $309314M (Est. $310M) 💬 Q2 delivered a clean beat with Q3 guidance largely in line with Street expectations. https://twitter.com/i/web/status/2016494462315241906 https://twitter.com/i/web/status/2016494462315241906"
X Link 2026-01-28T12:51Z [----] followers, [---] engagements
"$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
"Pre-Market Movers Jan [--] Gainers $LBRN Stride +24.3% $ULS UL Solutions +14.6% $TXN Texas Instruments +11.6% $NXT Nextracker +10.5% $STX Seagate +9.6% $FFIV F5 +9.5% $WIX Wix +9.5% $SBUX Starbucks +7.8% $MCHP Microchip +7.4% $NVMI Nova +7.2% $CAMT Camtek +7.0% $WDC Western Digital +6.2% $ONTO Onto Innovation +6.0% $PLNT Planet Fitness +5.7% $SNDK Sandisk +5.6% Decliners $APH Amphenol 13.4% $SWKS Skyworks 10.5% $TLK Telkom Indonesia 9.7% $UMC United Microelectronics 7.9% $ELV Elevance Health 6.8% $NVS Novartis 6.4% $MOH Molina Healthcare 6.0% $SARO StandardAero 5.3% $OTIS Otis 5.3% $LII Lennox"
X Link 2026-01-28T13:20Z [----] followers, [---] engagements
"$GLW Corning JPMorgan reiterates Overweight raises PT 📈 PT $115 (from $100) Current $106 (Upside 8%) Multi-year Meta agreement (up to $6B) confirms strong long-duration hyperscaler demand for data-center infrastructure Long-term contracts signal visibility beyond stated capex plans amid industry-wide capacity constraints JPM assumes $1.5B annualized Meta revenue translating into $0.50 incremental EPS power from [----] onward https://twitter.com/i/web/status/2016504800548942000 https://twitter.com/i/web/status/2016504800548942000"
X Link 2026-01-28T13:33Z [----] followers, [---] engagements
"Todays Leaders Jan [--] $LBRN Stride +20.0% $STX Seagate +17.2% $TXN Texas Instruments +12.8% $NXT Nextracker +11.8% $LUNR Intuitive Machines +10.0% $INTC Intel +9.8% $AVT Avnet +9.0% $ALM Almonty Industries +8.2% $WDC Western Digital +8.1% $SANM Sanmina +7.6% $FFIV F5 +7.1% $APLS Apellis Pharma +6.9% $MCHP Microchip +6.8% $SNDK Sandisk +6.8% $ELV Elevance Health +6.2% https://twitter.com/i/web/status/2016543951969243350 https://twitter.com/i/web/status/2016543951969243350"
X Link 2026-01-28T16:08Z [----] followers, [---] engagements
"$ALKT Alkami explores strategic options Reports say Alkami has engaged an adviser to explore a potential sale Shares +7.3% on the news No deal confirmed; process described as exploratory"
X Link 2026-01-28T20:34Z [----] followers, [---] engagements
"$NLY Annaly Capital Management Q4 Earnings Beat Revenue: $921.76M (Est. $675.82M) 🟢 EPS: $0.74 (Est. $0.73) 🟢 💬 Q4 EPS beat estimates by $0.01; revenue exceeded consensus"
X Link 2026-01-28T21:20Z [----] followers, [---] engagements
"After-Hours Movers Jan [--] 🟢 Gainers $IBM International Business Machines +7.15% $META Meta Platforms +6.48% $TTMI TTM Technologies +5.11% $CHRW C.H. Robinson Worldwide +4.87% $LUV Southwest Airlines +4.35% $TTEK Tetra Tech +3.34% $VIAV Viavi Solutions +3.19% $TSLA Tesla +3.18% $UMC United Microelectronics +3.17% $DOC Healthpeak Properties +2.74% $SMTC Semtech +2.73% $CALX Calix +2.53% $WHD Cactus +2.24% $RDDT Reddit +2.07% 🔻 Losers $LVS Las Vegas Sands 7.77% $LC LendingClub 7.14% $URI United Rentals 6.55% $LB LandBridge 6.22% $CAI Caris Life Sciences 5.09% $CLS Celestica 4.46% $NGVT"
X Link 2026-01-28T21:25Z [----] followers, [---] engagements
"$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. $10.63)"
X Link 2026-01-29T12:03Z [----] followers, [---] engagements
"$NDAQ Nasdaq Q4 Earnings Revenue: $1.40B (Est. $1.37B) 🟢 EPS: $0.96 (Est. $0.92) 🟢"
X Link 2026-01-29T12:07Z [----] followers, [---] engagements
"$THRM Gentherm / $MOD Modine $1B Thermal Management Merger (Reverse Morris Trust) Gentherm and Modine agreed to a $1B transaction combining Modines Performance Technologies business with Gentherm Ownership split: Gentherm shareholders 60% Modine shareholders 40% Valuation: 6.8x LTM post-synergy EBITDA ($147M); $25M annual cost synergies targeted Deal details: Modine to receive $210M cash + 21M newly issued Gentherm shares ($790M equity value) Combined pro forma revenue $2.6B with 13% adj. EBITDA margin (synergy-adjusted) Modine Performance Technologies: $1.1B revenue $123M adj. EBITDA"
X Link 2026-01-29T13:55Z [----] followers, [---] engagements
"Copper jumps 10% above $14400/ton (LME) and equities are reacting exactly as they should. Pre-market movers (Copper exposure): $ERO Ero Copper +10.3% $SCCO Southern Copper +7.9% $WRN Western Copper & Gold +3.7%"
X Link 2026-01-29T13:59Z [----] followers, [---] engagements
"$SCCO Southern Copper Q4 Earnings Revenue: $3.87B (Est. $3.73B) 🟢 EPS: $1.56 (Est. $1.54) 🟢 Solid copper pricing and volumes supported results amid strong metals backdrop"
X Link 2026-01-29T14:16Z [----] followers, [---] engagements
"$ADS Adidas Record FY2025 Results & Buyback Revenue: 24.8B (record year) Operating profit: 2.06B Gross margin: 51.6% Operating margin: 8.3% Capital return: 1B share buyback announced for [----] 💬 Strong margin recovery and profitability normalization cap a record year; buyback signals confidence in cash generation. https://twitter.com/i/web/status/2016939141641228532 https://twitter.com/i/web/status/2016939141641228532"
X Link 2026-01-29T18:18Z [----] followers, [---] engagements
"Odds on Polymarket that Nebius $NBIS will be acquired before [----] just surged to 75%. Stock is down -7% today and no new M&A rumors are circulating or known"
X Link 2026-01-29T20:03Z [----] followers, 187.8K engagements
"Earnings After the Close $AAPL Apple $SNDK SanDisk $WDC Western Digital $V Visa $DECK Deckers Brands $KLAC KLA Corp $SYK Stryker $NEWT NewtekOne $APPF AppFolio $LPLA LPL Financial $RMD ResMed $AJG Arthur J. Gallagher $BZH Beazer Homes $CVCO Cavco Industries $DLB Dolby Laboratories $EMN Eastman Chemical $HITI High Tide $MXL MaxLinear https://twitter.com/i/web/status/2016979253238051238 https://twitter.com/i/web/status/2016979253238051238"
X Link 2026-01-29T20:58Z [----] followers, [----] engagements
"$NEWT NewtekOne Reports Q4 & FY25 Earnings; Issues FY26 Guidance Revenue: $284.8M (FY25) (+10.6% Y/Y) 🟢 EPS: Q4 $0.65 FY25 $2.21 (basic) $2.18 (diluted) 🟢 PPNR: $118.7M (+25.1% Y/Y) Book Value / Share: $12.19 (+15.9% Y/Y) Tangible Book Value: $11.68 (+24.4% Y/Y) Guidance: FY26 EPS $2.15$2.55 (midpoint $2.35) 💬 NewtekOne reported double-digit revenue growth in FY25 strong PPNR expansion rising book value and provided FY26 EPS guidance. https://twitter.com/i/web/status/2016980854338396343 https://twitter.com/i/web/status/2016980854338396343"
X Link 2026-01-29T21:04Z [----] followers, [---] engagements
"$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$450M https://twitter.com/i/web/status/2016983516848791564 https://twitter.com/i/web/status/2016983516848791564"
X Link 2026-01-29T21:15Z [----] followers, [---] engagements
"$WY Weyerhaeuser Q4 Earnings Beat; Provides Q1 Outlook Revenue: $1.54B (Est. $1.57B) 🔻 EPS: ($0.09) (Est. ($0.13)) 🟢 Guidance: Q1 [----] EBITDA and earnings before special items expected slightly higher Q/Q; higher lumber volumes lower costs; distribution results higher Q/Q 💬 Weyerhaeuser beat EPS expectations despite a modest revenue miss and guided to sequential improvement in Q1. https://twitter.com/i/web/status/2016985900115239068 https://twitter.com/i/web/status/2016985900115239068"
X Link 2026-01-29T21:24Z [----] followers, [---] engagements
"Overnight Movers Jan [--] Gainers: $SNDK SanDisk +19.03% $DECK Deckers Brands +13.23% $CPNG Coupang +6.45% $AJG Arthur J. Gallagher +4.54% $EDU New Oriental Education +4.46% $LITE Lumentum +4.34% $USAR USA Rare Earth +3.63% $CHD Church & Dwight +3.47% $GME GameStop +3.42% Losers: $AG First Majestic Silver 8.98% $KLAC KLA Corp 8.58% $PAAS Pan American Silver 8.12% $CDE Coeur Mining 8.02% $HMY Harmony Gold 7.38% $KGC Kinross Gold 7.13% $SKE Skeena Resources 6.96% $EQX Equinox Gold 6.77% $GFI Gold Fields 6.64% $GOLD Barrick Mining 6.17% https://twitter.com/i/web/status/2017141909915898247"
X Link 2026-01-30T07:44Z [----] followers, [---] engagements
"$APD Air Products Q1 FY26 Earnings Revenue: $3.1B (+6%) EPS (Adj.): $3.16 (+10%) EPS (GAAP): $3.04 (+10%) Guidance: FY26 adj. EPS $12.85$13.15 reaffirmed; Q2 adj. EPS $2.95$3.10 Capex: $4.0B for FY26 Other: Dividend raised to $1.81; $140M NASA supply awards; talks with Yara on low-emission ammonia https://twitter.com/i/web/status/2017191959098499117 https://twitter.com/i/web/status/2017191959098499117"
X Link 2026-01-30T11:03Z [----] followers, [---] engagements
"$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 $835 PT reiterated sees significant disconnect between price and intrinsic value https://twitter.com/i/web/status/2017381123379089702 https://twitter.com/i/web/status/2017381123379089702"
X Link 2026-01-30T23:35Z [----] followers, [----] engagements
"$CIFR Cipher Mining Vanguard stake disclosed Vanguard Group reports 8.27% ownership (32.68M shares) as of Dec [--] [----] Shared voting power: 2.35M shares Shared dispositive power: full 32.68M shares"
X Link 2026-01-31T10:33Z [----] 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
"Memory Chips Value Chain: From atoms to AI racks Upstream Downstream only the players that actually matter: Raw Materials & Wafers Shin-Etsu Chemical $SHECY SUMCO $SUMCY Siltronic $SSLLF GlobalWafers $6488.TW Process Chemicals & Gases Merck KGaA $MKGAF Entegris $ENTG Air Liquide $AIQUY Linde $LIN Semiconductor Equipment (Capex Gatekeepers) ASML $ASML Applied Materials $AMAT Lam Research $LRCX Tokyo Electron $8035.T Memory Manufacturing (Price Setters) Samsung Electronics $SSNLF SK hynix $HXSCF Micron Technology $MU Kioxia private Advanced Packaging / Test (HBM Bottleneck) ASE Technology $ASX"
X Link 2026-01-31T12:40Z [----] followers, [---] engagements
"XPENG $XPEV January [----] delivery update Vehicle deliveries: [-----] units Environmental impact: [------] tons CO avoided (lifecycle basis) Global expansion: P7+ launched in [--] countries; presence in [--] countries with [---] overseas stores (+150% YoY) and 1000+ sales & service outlets https://twitter.com/i/web/status/2017920678515577146 https://twitter.com/i/web/status/2017920678515577146"
X Link 2026-02-01T11:19Z [----] followers, [---] engagements
"$EL.PA EssilorLuxottica Jefferies bullish into earnings (Feb 11) Shares 20% off since November Jefferies sees an attractive entry point AI-powered smart glasses expected to add +56pp to Q4 growth CC growth outlook raised to 11.512.0% driven by strong mid-term demand trends https://twitter.com/i/web/status/2018074583631614055 https://twitter.com/i/web/status/2018074583631614055"
X Link 2026-02-01T21:30Z [----] followers, [---] engagements
"Overnight Movers Feb [--] Top Gainers $NNNN Anbio Biotechnology +6.75% $EL Este Lauder +4.68% $SLNO Soleno Therapeutics +4.51% $MMYT MakeMyTrip +4.01% $NNN NNN REIT +3.70% Top Losers $CLSK CleanSpark 11.40% $GLXY Galaxy Digital 10.62% $HUT Hut [--] 9.62% $BTDR Bitdeer Technologies 9.51% $MARA Marathon Digital 9.36% https://twitter.com/i/web/status/2018171560612221213 https://twitter.com/i/web/status/2018171560612221213"
X Link 2026-02-02T03:56Z [----] followers, [---] engagements
"$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
"Pre-Market Movers Feb [--] Top Gainers $NNNN Anbio Biotechnology +6.25% $U Unity Software +4.81% $IDXX IDEXX Laboratories +4.39% $MMYT MakeMyTrip +4.01% $VAL Valaris +3.93% $EL Este Lauder +3.58% $SLNO Soleno Therapeutics +3.40% $COLD Americold Realty Trust +3.14% $GPCR Structure Therapeutics +3.01% $AVTR Avantor +2.93% $EXEL Exelixis +2.90% $TERN Terns Pharmaceuticals +2.60% $ZTO ZTO Express +2.55% $ALMS Alumis +2.33% $NXE NexGen Energy +2.15% Top Losers $PHOE Phoenix Asia Holdings 47.24% $BMNR Bitmine Immersion 12.28% $ORLA Orla Mining 9.08% $CLSK CleanSpark 8.11% $MSTR MicroStrategy 7.82%"
X Link 2026-02-02T11:08Z [----] followers, [---] engagements
"$IDXX IDEXX Laboratories Q4 & FY25 Earnings Revenue (Q4): $1.09B (+14% YoY) Organic: +12% 🟢 EPS (Q4): $3.08 (+18% YoY) 🟢 Margins (Q4): Operating margin +150 bps YoY FY25 Revenue: $4.30B (+10% YoY) FY25 EPS: $13.08 (+23% YoY) Guidance (FY26): Revenue: $4.63B$4.72B ( +7.6% to +9.6% ) EPS: $14.29$14.80 ( +9% to +13% ) 💬 Strong CAG Diagnostics growth record instrument placements and margin expansion drive a solid outlook into [----]. https://twitter.com/i/web/status/2018287019256955378 https://twitter.com/i/web/status/2018287019256955378"
X Link 2026-02-02T11:34Z [----] followers, [---] engagements
"$DIS Walt Disney Q1 FY26 Earnings Summary Revenue: $26.0B (+5% YoY) 🟢 EPS: $1.34 (vs $1.40 YoY) 🔻 Adj. EPS: $1.63 (vs $1.76) 🔻 Total segment OI: $4.6B (vs $5.1B) 🔻 Entertainment: Rev +7%; OI $1.1B (down $0.6B) SVOD OI $450M (up $189M) 🟢 Sports: OI $191M (down $56M) incl. $110M hit from YouTube TV carriage suspension 🔻 Experiences: Record rev $10.0B; OI $3.3B 🟢 FY26 outlook: Double-digit adj. EPS growth SVOD margin 10% $19B operating cash flow $7B buyback on track 💬 Streaming profitability improved and Experiences stayed strong but higher content/rights costs weighed on segment"
X Link 2026-02-02T11:44Z [----] followers, [---] engagements
"WBD stakeholders likely to vote on Netflix deal in March $WBD $NFLX"
X Link 2026-02-02T15:26Z [----] followers, [---] engagements
"💰 Earnings After-Market (After the Close): $PLTR Palantir $TER Teradyne $NXPI NXP Semiconductors $FN Fabrinet $WWD Woodward $RMBS Rambus $SPG Simon Property Group $DVA DaVita $TWO Two Harbors Investment $DOC Healthpeak Properties"
X Link 2026-02-02T20:59Z [----] followers, [----] engagements
"$FN Fabrinet Q2 FY26 Earnings Beat Record Revenue and Strong Q3 Guidance Revenue: $1.13B (YoY +36%) 🟢 EPS: $3.11 GAAP / $3.36 Non-GAAP 🟢 Net Income: $112.6M GAAP (YoY +30%) Drivers: Multiple large strategic programs; strong operating leverage Guidance (Q3 FY26): Revenue $1.15B$1.20B; EPS $3.22$3.37 GAAP / $3.45$3.60 Non-GAAP 💬 Fabrinet delivered a clean blowout quarter with record revenue and EPS above guidance backed by broad-based program strength and confident forward outlook. https://twitter.com/i/web/status/2018433168190197868 https://twitter.com/i/web/status/2018433168190197868"
X Link 2026-02-02T21:15Z [----] followers, [---] engagements
"📌 IPO WATCH Upcoming Deals $FPS Forgent Power Solutions $1.51B NYSE GS Electrical distribution equipment for data centers & industrial facilities $LFTO Liftoff Mobile $711M Nasdaq GS AI-driven mobile app advertising & monetization software $BOBS Bobs Discount Furniture $350M NYSE JPM Value-focused furniture & bedding retailer $EIKN Eikon Therapeutics $300M Nasdaq JPM Phase [--] biotech targeting immuno-responsive cancers $MANE Veradermics $200M NYSE Jefferies Phase 3-ready biotech focused on hair loss treatments $AGMB AgomAb Therapeutics $200M Nasdaq JPM Belgian Phase [--] biotech developing TGF-"
X Link 2026-02-02T21:28Z [----] followers, [----] engagements
"$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 $50 Q4 results beat expectations driven by strong execution FY26 revenue growth guided to 61% YoY well above consensus Adj. operating margin outlook 71% highlighting extreme operating leverage RBC remains cautious on valuation sustainability despite fundamentals improving This is the clean split on Palantir right now: execution is undeniable margins are absurdly strong yet RBCs call is that the stock already prices in a best-case scenario and then some. https://twitter.com/i/web/status/2018443772086952245"
X Link 2026-02-02T21:57Z [----] followers, [---] engagements
"$INTC Intel partners with SoftBanks SAIMEMORY on next-gen AI memory Collaboration to commercialize Z-Angle Memory (ZAM) high-capacity high-bandwidth lower-power memory for AI data centers Prototype target: FY ending Mar. [--] [----] Commercialization: FY2029 Builds on Intels NGDB research from the U.S. DOE AMT program https://twitter.com/i/web/status/2018577943677530462 https://twitter.com/i/web/status/2018577943677530462"
X Link 2026-02-03T06:50Z [----] followers, [---] engagements
"$SOFI SoFi Technologies JPMorgan upgrades to Overweight 📈 PT $31 Current $22.9 (Upside 35%)"
X Link 2026-02-03T08:35Z [----] followers, [---] engagements
"$XOM ExxonMobil BNP Paribas Exane downgrades to Underperform 🔻 PT $125 Current $137.5 (Downside 9%)"
X Link 2026-02-03T08:39Z [----] followers, [---] engagements
"$IT Gartner Q4 [----] Earnings (Ahead of Expectations) Revenue: $1.8B (+2% YoY FX-neutral flat) EPS: $3.36 GAAP (34% YoY); Adj. EPS: $3.94 (28% YoY) Adj. EBITDA: $436M (+5% YoY) Free Cash Flow: $271M (13% YoY) Contract Value (CV): $5.2B (+1% YoY FX-neutral) Buybacks: +$500M authorization; $2.0B repurchased in FY25 (8% shares YoY) FY26 Outlook: CV expected to accelerate through [----] 💬 Q4 results beat expectations with resilient CV margin improvement at EBITDA level and continued aggressive capital return despite softer GAAP earnings and cash flow."
X Link 2026-02-03T11:02Z [----] followers, [----] engagements
"$PEP PepsiCo Q4 Earnings Summary EPS (Core): $2.26 (Est. $2.23) 🟢 North America Foods (Organic Rev.): 1% North America Beverages Rev.: $8.20B EMEA (Organic Rev.): +5% Latin America (Organic Rev.): +5% Asia Pacific Rev.: $1.49B (Est. $1.45B) 🟢 Buyback: Up to $10B through [----] FY2026 Organic Rev. Guidance: +2% to +4% (Est. +2.68%) 💬 PepsiCo beat core EPS expectations announced a $10B buyback program through [----] and guided to steady organic revenue growth for [----] despite mixed regional trends. https://twitter.com/i/web/status/2018641391363006772"
X Link 2026-02-03T11:03Z [----] followers, [---] engagements
"$ADM Archer-Daniels-Midland Q4 & FY2025 Results + [----] Guidance Q4 EPS (GAAP): $0.94 Adj. EPS: $0.87 FY2025 EPS (GAAP): $2.23 Adj. EPS: $3.43 FY2025 Operating Cash Flow: $5.5B Dividend: +2% increase (53rd consecutive year of growth) [----] Adj. EPS Guide: $3.60$4.25 Capex 2026: $1.3B$1.5B 💬 [----] pressured by weak crush margins and biofuel policy uncertainty; management expects a more constructive [----] driven by improving trade flows policy clarity cost savings and continued strength in Nutrition. https://twitter.com/i/web/status/2018641840132522485"
X Link 2026-02-03T11:04Z [----] followers, [---] engagements
"$MRK Merck & Co. Q4 [----] Earnings & [----] Outlook Revenue: $16.40B (Est. $16.17B) 🟢 EPS (GAAP): $1.19 EPS (Adj.): $2.04 Keytruda Revenue: $8.37B (Est. $8.24B) 🟢 Gardasil Revenue: $1.03B (Est. $991.1M) 🟢 Animal Health Revenue: $1.51B (Est. $1.52B) FY2026 Revenue Guidance: $65.5B$67.0B (Est. $67.5B) FY2026 Adj. EPS Guidance: $5.00$5.15 FY2026 Adj. Gross Margin: 82% (Est. 81.8%) Note: [----] guidance excludes any China Gardasil sales 💬 Q4 beat revenue expectations with strength in Keytruda and Gardasil; [----] outlook signals margin expansion but conservative revenue assumptions."
X Link 2026-02-03T11:38Z [----] followers, [---] engagements
"$MPC Marathon Petroleum Q4 [----] Earnings Summary Net Income: $1.5B EPS (GAAP): $5.12 EPS (Adj.): $4.07 (Est. $2.88) 🟢 Refining & Marketing Margin: $18.65 per barrel Refining Operating Costs: $5.70 per barrel 💬 Q4 results materially beat expectations driven by strong refining margins and disciplined cost control. https://twitter.com/i/web/status/2018650795273601114 https://twitter.com/i/web/status/2018650795273601114"
X Link 2026-02-03T11:40Z [----] followers, [---] engagements
"$PFE Pfizer obesity drug posts 12.3% weight loss in Phase 2b trial 📈 Positive mid-stage efficacy data strengthens Pfizers obesity pipeline Competitive read-through for $LLY Eli Lilly and $NVO Novo Nordisk Potential sentiment impact on $HIMS Hims & Hers Health via GLP-1 demand dynamics https://twitter.com/i/web/status/2018651338012242039 https://twitter.com/i/web/status/2018651338012242039"
X Link 2026-02-03T11:42Z [----] followers, [---] engagements
"$GLXY Galaxy Digital Q4 & FY2025 Earnings Summary Q4 Net Income: $482M Q4 EPS (Diluted): $1.08 FY2025 Net Income: $241M FY2025 Adj. EBITDA: $34M Cash & Stablecoins: $2.6B Total Equity: $3.0B Strategic Updates: completed corporate reorganization; equity raise and exchangeable notes issuance; acquired Alluvial Finance Infrastructure: ERCOT approval to expand Helios data center capacity to 1.6GW 💬 Results pressured by digital asset price declines; balance sheet remains liquid while infrastructure expansion continues. https://twitter.com/i/web/status/2018656514521629003"
X Link 2026-02-03T12:03Z [----] followers, [---] engagements
"$PYPL PayPal Q4 Earnings & Outlook Adj. EPS: $1.23 (Est. $1.28) 🔻 Net Revenue: $8.68B (Est. $8.80B) 🔻 Total Payment Volume: $475.1B (Est. $471.9B) 🟢 Q1 Outlook: Adj. EPS mid-single-digit decline FY Outlook: Adj. EPS low-single-digit decline to slight growth FY Share Repurchase: $6B FY Capex: $1B 💬 Mixed Q4 with softer EPS and revenue but solid TPV; outlook signals cautious near-term earnings trajectory alongside continued capital return. https://twitter.com/i/web/status/2018656684067914067 https://twitter.com/i/web/status/2018656684067914067"
X Link 2026-02-03T12:03Z [----] followers, [---] engagements
"$HPQ HP Inc names Bruce Broussard Interim CEO Q1 Adj. EPS (reaffirmed): $0.73$0.81 (Est. $0.77) FY2026 Adj. EPS (reaffirmed): $2.90$3.20 (Est. $3.06) 💬 Leadership change announced with outlook unchanged for Q1 and FY2026"
X Link 2026-02-03T12:48Z [----] followers, [---] engagements
"Western Digital Authorizes Additional $4.0 Billion of Share Repurchases $WDC"
X Link 2026-02-03T13:02Z [----] followers, [---] engagements
"$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
"New legal plug-ins from Anthropics Claude spark a sell-off across legal software & publishing as AI disruption fears accelerate. $IGV 3.7% $TRI 14.0% $RELX 14.3% $LZ 15.4% Market is repricing the risk that agentic AI eats into legal research publishing and workflow software moats. https://twitter.com/i/web/status/2018717232583565583 https://twitter.com/i/web/status/2018717232583565583"
X Link 2026-02-03T16:04Z [----] followers, [----] engagements
"Software continues to melt down today. Names to put on the watchlist: $NET Cloudflare $CRWD CrowdStrike $PANW Palo Alto Networks $DDOG Datadog $SNOW Snowflake $PLTR Palantir Dragged lower by sector-wide selling but not directly disruption-exposed. These should benefit from the rise of AI agents rather than be hurt by it. New legal plug-ins from Anthropics Claude spark a sell-off across legal software & publishing as AI disruption fears accelerate. $IGV 3.7% $TRI 14.0% $RELX 14.3% $LZ 15.4% Market is repricing the risk that agentic AI eats into legal research publishing and workflow New legal"
X Link 2026-02-03T16:14Z [----] followers, [----] engagements
"📈 Todays Leaders Feb [--] $DVA DaVita +25.6% $USAR USA Rare Earth +17.4% $WWD Woodward +15.6% $UUUU Energy Fuels +14.8% $ALM Almonty Industries +14.3% $NNNN Anbio Biotechnology +13.6% $TER Teradyne +12.4% $TGB Taseko Mines +11.8% $HYMC Hycroft Mining +11.4% $BLTE Belite Bio +11.0% Strength concentrated in materials/mining industrials/aerospace and selective biotech names. https://twitter.com/i/web/status/2018739102997180897 https://twitter.com/i/web/status/2018739102997180897"
X Link 2026-02-03T17:31Z [----] followers, [---] engagements
"$LUMN Lumen Technologies Q4 & FY [----] Earnings Adj. EPS: $0.23 Net Revenue: $3.04B (Est. $3.08B) Adj. EBITDA: $767M (Excl. Special Items) FY26 Outlook: Adj. EBITDA $3.1B $3.3B FY26 FCF Outlook: $1.2B $1.4B Debt Reduction: Reduced total debt by $4.8B via AT&T transaction Q4 revenue slightly missed estimates but Adj. EPS significantly outperformed. Completed AT&T transaction strengthens the balance sheet reducing interest expense by 45% as the company shifts focus toward enterprise AI and network modernization. https://twitter.com/i/web/status/2018793063959728336"
X Link 2026-02-03T21:05Z [----] followers, [---] engagements
"$LITE Lumentum Holdings Q2 Fiscal [----] Earnings Non-GAAP EPS: $1.67 (Est. $1.32) Net Revenue: $665.5M (Est. $644.2M) Non-GAAP Gross Margin: 42.5% (Up [----] bps YoY) Q3 Revenue Outlook: $780M $830M (Est. $720.5M) Q3 Non-GAAP EPS Outlook: $2.15 $2.35 (Est. $1.64) https://twitter.com/i/web/status/2018793226321240122 https://twitter.com/i/web/status/2018793226321240122"
X Link 2026-02-03T21:06Z [----] followers, [---] engagements
"$ENPH Enphase Energy Q4 [----] Earnings Non-GAAP EPS: $0.71 (Est. $0.68) Revenue: $343.3M (Est. $340.5M) Non-GAAP Gross Margin: 46.1% IQ Battery Shipments: [-----] MWh Microinverter Shipments: 1.55M units Q1 [----] Revenue Outlook: $270M $300M (Est. $315M) Highlights: Enphase beat Q4 expectations on both top and bottom lines but issued a cautious Q1 [----] outlook. The guidance reflects ongoing inventory management by distributors and seasonal slowdowns in key European markets. The company maintains a strong balance sheet with $1.51B in cash and marketable securities."
X Link 2026-02-03T21:07Z [----] followers, [---] engagements
"$EA Electronic Arts Q3 FY2026 Earnings Net Bookings: $3.046B Net Revenue: $1.901B (Est. $1.88B) Diluted EPS: $0.35 Operating Cash Flow: $1.826B (Up 55% YoY) Highlights: EA delivered record quarterly net bookings significantly exceeding expectations thanks to the massive success of Battlefield [--] the top-selling shooter of [----]. Strong recurring revenue from EA SPORTS FC and Apex Legends bolstered the result. The company is currently moving toward a $55 billion acquisition by an investor consortium expected to conclude in early [----]. https://twitter.com/i/web/status/2018794175207186704"
X Link 2026-02-03T21:10Z [----] followers, [---] engagements
"$TTWO Take-Two Interactive Q3 FY2026 Earnings Net Bookings: $1.76B (Up 28% YoY; Est. $1.64B) GAAP Net Revenue: $1.70B (Up 25% YoY) GAAP Net Loss: ($92.9M) or ($0.50/share) Recurrent Consumer Spending: Up 23% (76% of total bookings) FY2026 Net Bookings Outlook: Raised to $6.65B $6.70B (Prev. $6.59B) Highlights: Take-Two delivered a "beat and raise" quarter driven by the sustained performance of NBA 2K26 Grand Theft Auto Online and mobile hits from Zynga (Toon Blast Match Factory). Management confirmed the Grand Theft Auto VI launch date for November [--] [----] projecting that Fiscal [----] will see"
X Link 2026-02-03T21:11Z [----] followers, [---] engagements
"$CMG Chipotle Mexican Grill Q4 & Full Year [----] Earnings Revenue (Full Year): $11.9B (Up 5.4% YoY; Est. $2.98B for Q4) Comparable Restaurant Sales: Down 1.7% EPS (Q4 Consensus): $0.24 Stock Repurchases: $2.4B New Openings (2025): [---] company-owned restaurants Highlights: Chipotle introduced its new "Recipe for Growth" strategy focused on improving transaction speed accuracy and operational efficiency. Despite a slight decline in comparable sales the company expanded its footprint significantly and projected [------] new restaurant openings for [----]. Guidance for [----] comparable sales is set at"
X Link 2026-02-03T21:12Z [----] followers, [---] engagements
"$CB Chubb Limited Q4 & Full Year [----] Earnings Net Income (Q4): $3.21B Core Operating Income (Q4): $2.98B Net Premiums Written (Q4): $13.13B (Up 8.9% YoY) P&C Combined Ratio (Q4): 81.2% (Record low) Full Year Net Income: $10.31B Highlights: Chubb reported record results for both the fourth quarter and the full year [----] driven by strong premium growth and excellent underwriting performance. The P&C combined ratio reached historic lows of 81.2% for the quarter and 85.7% for the full year indicating high profitability in its core business. https://twitter.com/i/web/status/2018795348651585747"
X Link 2026-02-03T21:14Z [----] followers, [---] engagements
"$AMD Advanced Micro Devices Q4 & Full Year [----] Earnings Q4 Revenue: $10.3B (Record; Est. $9.65B) Q4 Non-GAAP EPS: $1.53 (Est. $1.32) Data Center Revenue: $5.4B (Record) Full Year [----] Revenue: $34.6B Full Year Non-GAAP EPS: $4.17 Highlights: AMD delivered record performance driven by massive demand for AI accelerators and EPYC server processors. The Data Center segment reached an all-time high of $5.4 billion in the quarter. Results included a $360 million reserve release related to the Instinct MI308 partially offsetting prior charges tied to U.S. export controls."
X Link 2026-02-03T21:16Z [----] followers, 10.9K engagements
"$SMCI earnings still pending"
X Link 2026-02-03T21:17Z [----] followers, [----] engagements
"$AMCR Amcor Q2 FY2026 Earnings Net Sales: $5449M (Up 68% YoY; Est. $5.55B) Adjusted EPS: $0.86 (Up 7% YoY; Est. $0.83) Adjusted EBITDA: $826M (Up 83% YoY) Free Cash Flow: $289M Quarterly Dividend: $0.65 per share Highlights: Amcor reaffirmed its full-year fiscal [----] guidance expecting adjusted EPS of $4.00$4.15 and free cash flow between $1.8B and $1.9B. The significant year-over-year growth in sales and EBITDA is largely attributed to the integration of Berry Global with acquisition synergies tracking at the high end of expectations ($55M realized in Q2). Net debt stood at $14081M following"
X Link 2026-02-03T21:19Z [----] followers, [---] engagements
"$APPS Digital Turbine Q3 FY2026 Earnings Revenue: $151.4M (Up 12% YoY) Non-GAAP EPS: $0.18 (Est. $0.12) Non-GAAP Adjusted EBITDA: $38.8M (Up 76% YoY) GAAP Net Income: $5.1M ($0.03 per share) FY2026 Revenue Guidance: Raised to $553M $558M Highlights: Digital Turbine delivered a significant "beat and raise" quarter highlighted by a 76% surge in Adjusted EBITDA. Growth was driven by improved operational efficiencies and scaling of its mobile advertising and application distribution platforms. Based on strong momentum the company raised its full-year fiscal [----] outlook for both revenue and"
X Link 2026-02-03T21:20Z [----] followers, [---] engagements
"$MDLZ Mondelz International Q4 & Full Year [----] Earnings Full Year Net Revenue: $38.54B (Up 5.8% YoY) Organic Net Revenue: Up 4.3% Adjusted EPS: $2.92 (Down 14.6%) Free Cash Flow: $3.2B Cash Returned to Shareholders: $4.9B Highlights: Mondelz navigated a challenging fiscal year marked by significant headwinds from cocoa costs and ERP implementation expenses. Despite a decline in adjusted EPS organic revenue grew by 4.3% and the company successfully returned nearly $5B to investors. For [----] management provided a cautious outlook projecting organic net revenue between flat and +2% and free"
X Link 2026-02-03T21:22Z [----] followers, [---] engagements
"$DOX Amdocs Limited Q1 FY2026 Earnings Revenue: $1.16B (Up 4.1% YoY; Est. $1.15B) Non-GAAP EPS: $1.81 (Up YoY; Est. $1.76) GAAP Diluted EPS: $1.45 Free Cash Flow: $188M Quarterly Dividend: Increased to $0.569 per share Highlights: Amdocs started fiscal [----] with solid revenue growth and the strategic acquisition of Matrixx for approximately $197 million bolstering its cloud-native billing and monetization capabilities. The company demonstrated strong shareholder returns through $146 million in share repurchases and a dividend hike. Management reiterated its full-year free cash flow guidance"
X Link 2026-02-03T21:23Z [----] followers, [---] engagements
"After-Hours Movers Feb [--] 🟢 Gainers $SLAB (Silicon Labs) +34.32% $ENPH (Enphase) +19.29% $LITE (Lumentum) +11.24% $COHR (Coherent) +8.05% $MTCH (Match Group) +7.79% $SMCI (Super Micro) +7.18% $DOX (Amdocs) +6.73% $BAM (Brookfield AM) +5.47% $TTWO (Take-Two) +5.39% $SKY (Champion Homes) +5.22% $CIEN (Ciena) +4.87% $COLM (Columbia Sportswear) +4.36% $AKO.A (Aje Group) +4.17% $AMGN (Amgen) +3.99% $CNXC (Concentrix) +3.97% 🔴 Losers $INTA (Intapp) 15.45% $VRNS (Varonis) 11.42% $MRCY (Mercury Systems) 10.80% $LASR (nLIGHT) 8.66% $RNR (RenaissanceRe) 6.64% $AMD (AMD) 6.11% $SEI (Solaris Energy)"
X Link 2026-02-03T22:09Z [----] followers, [----] engagements
"Overnight Movers Feb [--] Top Gainers $ENPH Enphase Energy +20.93% $LITE Lumentum +10.38% $SMCI Super Micro Computer +9.53% $NXT Nextracker +8.47% $COHR Coherent +6.76% Top Losers $METC Ramaco Resources -8.30% $LASR nLIGHT -7.78% $AMD Advanced Micro Devices -7.13% $CMG Chipotle Mexican Grill -6.46% $CAVA CAVA Group -4.43% https://twitter.com/i/web/status/2018946122614534617 https://twitter.com/i/web/status/2018946122614534617"
X Link 2026-02-04T07:14Z [----] followers, [---] engagements
"$ABNB Airbnb Citizens upgrades to Market Outperform 📈 PT $160 Current $124 (Upside 29%) Upgrade driven by hotel expansion"
X Link 2026-02-04T08:48Z [----] followers, [---] engagements
"$ENPH Enphase Energy BMO Capital upgrades to Market Perform 📈 PT $41 Current $44.5 (Downside 8%)"
X Link 2026-02-04T08:51Z [----] followers, [---] engagements
"$BG Bunge Q4/FY2025 Results (GAAP EPS down; guides FY26) Q4 GAAP EPS: $0.49 (vs. $4.36 YoY) Q4 adj. EPS: $1.99 (vs. $2.13 YoY) FY GAAP EPS: $4.93 (vs. $7.99 YoY) FY adj. EPS: $7.57 (vs. $9.19 YoY) FY26 adj. EPS guide: $7.50$8.00 Investor Day: March [--] (synergies capital allocation outlook) https://twitter.com/i/web/status/2019003555101769938 https://twitter.com/i/web/status/2019003555101769938"
X Link 2026-02-04T11:02Z [----] followers, [---] engagements
"$ENPH Enphase Energy RBC Capital upgrades to Outperform 📈 PT $54 Current $46.3 (Upside 17%) Upgrade based on expected market recovery Anticipated market share gains in residential and commercial segments"
X Link 2026-02-04T11:20Z [----] followers, [---] engagements
"$GEHC GE HealthCare Q4 [----] results Revenue: $5.7B (+7.1% YoY) Organic +4.8% EPS: $1.29 Adj. EPS: $1.44 Adj. EBIT margin: 16.7% (down [---] bps YoY) CFO: $1.0B FCF: $916M FY2025 revenue: $20.6B (+4.8% YoY) Organic +3.5% FY EPS: $4.55 FY Adj. EPS: $4.59 FY CFO: $2.0B FY FCF: $1.5B FY2026 guide: Organic revenue +3% to +4% Adj. EBIT margin 15.8%16.1% FY2026 guide: Adj. EPS $4.95$5.15 FCF $1.7B https://twitter.com/i/web/status/2019008794194244005 https://twitter.com/i/web/status/2019008794194244005"
X Link 2026-02-04T11:23Z [----] followers, [---] engagements
"$AMD Advanced Micro Devices Evercore ISI reiterates Outperform 📈 PT $328 Current $221 (Upside 48%) Price target raised on data center growth"
X Link 2026-02-04T11:33Z [----] followers, [---] engagements
"$GLXY Galaxy Digital Citizens reiterates Market Outperform 📈 PT $60 Current $22"
X Link 2026-02-04T11:35Z [----] followers, [---] engagements
"$BSX Boston Scientific Q4 Earnings Beat Revenue: $5.29B (Est. $5.28B) 🟢 Adj. EPS: $0.80 (Est. $0.78) 🟢 GAAP EPS: $0.45 Net Income: $672M"
X Link 2026-02-04T11:37Z [----] followers, [---] engagements
"$CTSH Cognizant Q4 & FY2025 Earnings Q4 Revenue: $5.33B (+4.9% YoY) FY Revenue: $21.11B (+7.0% YoY) FY Operating Margin: 16.1% GAAP 15.8% Adj. EPS (FY): $5.28 Adj. (+11%) $4.56 GAAP (+1%) Bookings (TTM): $28.4B Capital Return: $2.0B in [----] $1.6B planned for [----] 💬 Solid revenue growth margin stability and continued shareholder returns. https://twitter.com/i/web/status/2019012357750440446 https://twitter.com/i/web/status/2019012357750440446"
X Link 2026-02-04T11:37Z [----] followers, [---] engagements
"$ENPH Enphase Energy Oppenheimer reiterates Outperform 📈 PT $68 Current $45.5 (Upside 49%) Price target raised on data center potential"
X Link 2026-02-04T12:24Z [----] followers, [---] engagements
"$HIMS Hims & Hers launches multi-cancer early detection testing (+5%) Expands into preventive diagnostics beyond core telehealth offerings Connects customers to multi-cancer early detection (MCED) testing Pushes platform further toward proactive longitudinal care rather than episodic treatment https://twitter.com/i/web/status/2019049649215017366 https://twitter.com/i/web/status/2019049649215017366"
X Link 2026-02-04T14:05Z [----] followers, [---] engagements
"$GEHC GE HealthCare BTIG reiterates Buy 📈 PT $91 Current $84 (Upside 8%) Price target raised following Q4 [----] results"
X Link 2026-02-04T18:37Z [----] followers, [---] engagements
"$FORM FormFactor Q4 & FY2025 Earnings Q4 Revenue: $215.2M (+13.6% YoY +6.2% QoQ) FY Revenue: $785.0M (record) Q4 GAAP EPS: $0.29 Q4 Adj. EPS: $0.46 Strategic update: Acquisition of Keystone Photonics announced Analyst Day: May [--] [----] Q126 Outlook: Revenue: $225M $5M GAAP Gross Margin: 34% 1.5% Adj. Gross Margin: 45% 1.5% https://twitter.com/i/web/status/2019154630303969667 https://twitter.com/i/web/status/2019154630303969667"
X Link 2026-02-04T21:02Z [----] followers, [---] engagements
"$QCOM Qualcomm Q1 FY2026 Earnings Beat Revenue: $12.25B (Est. $12.16B) 🟢 EPS: $3.50 (Est. $3.40) 🟢 💬 Qualcomm delivered a modest beat on both EPS and revenue with year-over-year growth in topline and earnings"
X Link 2026-02-04T21:03Z [----] followers, [---] engagements
"$ELF e.l.f. Beauty Q3 FY2026 Earnings + Outlook Raised Revenue (Q3): $489.5M (+38% YoY) GAAP EPS (Q3): $0.65 Adj. EPS (Q3): $1.24 Adj. EBITDA (Q3): $123.0M (25% margin +79% YoY) 9M Revenue: $1.19B (+21% YoY) 9M Adj. EPS: $2.81 9M Adj. EBITDA: $276.3M (23% margin) FY2026 Outlook (Raised): Net Sales: $1.60B$1.61B (from $1.55B$1.57B) Adj. EBITDA: $323M$326M (from $302M$306M) Adj. EPS: $3.05$3.10 (from $2.80$2.85) https://twitter.com/i/web/status/2019155496658473142 https://twitter.com/i/web/status/2019155496658473142"
X Link 2026-02-04T21:05Z [----] followers, [----] engagements
"$ARM Arm Holdings Q3 FY2026 Earnings Beat Revenue: $1.24B (Est. $1.23B) 🟢 EPS: $0.43 (Est. $0.41) 🟢 YoY: Revenue +26% EPS +10%"
X Link 2026-02-04T21:06Z [----] followers, [---] engagements
"$COHR Coherent Q2 FY2026 Earnings + Q3 Guide Revenue: $1.69B (+17% YoY; +22% pro forma) GAAP EPS: $0.76 Adj. EPS: $1.29 GAAP Gross Margin: 36.9% Adj. Gross Margin: 39.0% Q3 Revenue Guide: $1.70B$1.84B Q3 Adj. Gross Margin Guide: 38.5%40.5% Demand remains strong in datacenter and communications https://twitter.com/i/web/status/2019155861000585347 https://twitter.com/i/web/status/2019155861000585347"
X Link 2026-02-04T21:07Z [----] followers, [----] engagements
"$FLNC Fluence Energy Q1 FY2026 Results + FY Guidance Reiterated Revenue: $475.2M (+154% YoY) GAAP Gross Margin: 4.9% Adj. Gross Margin: 5.6% Net Loss: $62.6M Adj. EBITDA: -$52.1M Backlog: $5.5B Order Intake: $750M Liquidity: $1.1B FY2026 Guidance (Reiterated): Revenue: $3.2B$3.6B Adj. EBITDA: $40M$60M ARR Target: $180M https://twitter.com/i/web/status/2019156043901895132 https://twitter.com/i/web/status/2019156043901895132"
X Link 2026-02-04T21:08Z [----] followers, 13.4K engagements
"$SNAP Snap Q4 & FY2025 Earnings Profit Pivot Shows Up Q4 Revenue: $1.72B (+10% YoY) Q4 Net Income: $45M (vs $9M YoY) Q4 Adj. EBITDA: $358M (+30% YoY) Q4 Gross Margin: 59% (+2pp YoY) Q4 Free Cash Flow: $206M FY2025 Revenue: $5.93B (+11% YoY) FY Net Loss: -$460M (improving from -$698M) FY Adj. EBITDA: $689M (+36% YoY) FY Free Cash Flow: $437M (2 YoY) Capital Return: $500M share repurchase authorized Cash Position: $2.9B cash & marketable securities Key Themes: Clear shift toward profitable growth Strong momentum in ads performance subscriptions & AR MAUs reached 946M (+6% YoY)"
X Link 2026-02-04T21:10Z [----] followers, [----] engagements
"McKesson Corporation Reports Fiscal [----] Third Quarter Results and Raises Full Year Adjusted EPS Guidance $MCK"
X Link 2026-02-04T21:11Z [----] followers, [---] engagements
"$TTMI TTM Technologies Q4 & FY2025 Earnings Revenue (Q4): $774.3M (+19% YoY) GAAP EPS (Q4): $0.48 Non-GAAP EPS (Q4): $0.70 Adjusted EBITDA (Q4): $126.2M (16.3% margin) Revenue (FY2025): $2.9B (+19% YoY) GAAP EPS (FY): $1.68 Non-GAAP EPS (FY): $2.46 Backlog: A&D program backlog $1.6B Book-to-bill: [----] Mix: Data Center Computing & Networking = 36% of revenue (AI-driven) Guidance: Q126 Revenue: $770M$810M FY26 Revenue Growth: +15% to +20% https://twitter.com/i/web/status/2019157133057749060 https://twitter.com/i/web/status/2019157133057749060"
X Link 2026-02-04T21:12Z [----] followers, [---] engagements
"$CPAY Corpay Q4 [----] Earnings Beat EPS: $6.04 vs $5.94 est. (+1.68% beat) +12.7% YoY Revenue: $1.25B vs $1.23B est. (+1.63% beat) +20.7% YoY"
X Link 2026-02-04T21:13Z [----] followers, [---] engagements
"$CCK Crown Holdings Q4 [----] Earnings Beat Revenue: $3.13B (Est. $2.99B) 🟢 EPS: $1.74 (Est. $1.70) 🟢 💬 Revenue and earnings both exceeded expectations with solid year-over-year growth"
X Link 2026-02-04T21:13Z [----] followers, [---] engagements
"$MET MetLife Q4 & FY2025 Results Q4 EPS: $1.17 Adj. EPS: $2.49 Q4 Adj. EPS (ex-notables): $2.58 (+24% YoY) Q4 PFOs: $18.7B (+29% YoY) Adj. ex-PRT $12.8B (+8%) Q4 ROE: 12.0% Adj. ROE: 17.6% FY2025 EPS: $4.71 Adj. EPS (ex-notables): $8.89 (+10% YoY) FY PFOs: $57.6B (+10%) Adj. ex-PRT $49.8B (+5%) FY ROE: 12.9% Adj. ROE: 16% BVPS: $39.02 (+14%) Adj. BVPS: $57.07 (+4%) Capital return: $4.4B to shareholders Liquidity: $3.6B holding company cash 💬 Strong adjusted earnings growth record RIS sales and disciplined expense control despite GAAP volatility from market impacts."
X Link 2026-02-04T21:16Z [----] followers, [---] engagements
"$ENS EnerSys Q3 FY2026 Earnings Revenue: $919M (+1% YoY) Gross Margin: 30.1% (26.3% ex IRC 45X) EPS (GAAP): $2.40 (-17% YoY) Adj. EPS: $2.77 (-11% YoY) Adj. EPS ex 45X: $1.84 (+50% YoY) Capital return (Q3): $94M (buybacks + dividends) Net leverage: [---] EBITDA (below target range) Outlook (Q4 FY26): Revenue: $960M$1.0B Adj. EPS: $2.95$3.05 Adj. EPS ex 45X: $1.91$2.01 💬 Margin expansion driven by pricing mix and cost discipline; volume softness persists in Motive Power but underlying earnings power ex tax credits remains strong. https://twitter.com/i/web/status/2019158127363649751"
X Link 2026-02-04T21:16Z [----] followers, [---] engagements
"$MOD Modine Q3 FY2026 Earnings Revenue: $805.0M (+31% YoY) Climate Solutions: +51% YoY Data Center Sales: +78% YoY Adj. EBITDA: $119.6M (+37% YoY) GAAP Net Loss: $(46.8)M EPS: $(0.90) Includes $116.1M non-cash charge (U.S. pension termination) Guidance Raised (FY2026): Net Sales Growth: +20% to +25% Adj. EBITDA: $455M$475M https://twitter.com/i/web/status/2019158361543979398 https://twitter.com/i/web/status/2019158361543979398"
X Link 2026-02-04T21:17Z [----] followers, [---] engagements
"📊 Price Reactions After Todays Earnings Feb [--] $GOOGL Alphabet 2.08% $ARM Arm Holdings 7.66% $QCOM Qualcomm 8.86% $SNAP Snap +5.17% $ELF e.l.f. Beauty +15.47% $COHR Coherent 11.34% $SYM Symbotic +17.06% $TTMI TTM Technologies +3.74% $FLNC Fluence Energy 12.31% $MCK McKesson +1.16% $MOD Modine +4.82% $ALGN Align Technology +8.34% $CPAY Corpay +5.64% $CRNC Cerence 12.15% $ENS EnerSys 4.15% https://twitter.com/i/web/status/2019160173730775294 https://twitter.com/i/web/status/2019160173730775294"
X Link 2026-02-04T21:24Z [----] followers, [---] engagements
"$SNEX StoneX Group Q1 Earnings Beat EPS: $2.50 vs $1.85 est. 🟢 Revenue: $1.44B vs $1.13B est. 🟢"
X Link 2026-02-04T21:31Z [----] followers, [---] engagements
"Cipher Mining Inc. Announces Pricing of $2.0 Billion of Senior Secured Notes $CIFR"
X Link 2026-02-04T22:01Z [----] followers, [---] engagements
"$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$100M) 🟢 Drivers: higher sales volumes improved vehicle margins (product mix) cost & efficiency gains Status: preliminary unaudited; final Q4 & FY2025 results pending https://twitter.com/i/web/status/2019365846548631775 https://twitter.com/i/web/status/2019365846548631775"
X Link 2026-02-05T11:01Z [----] followers, [---] engagements
"$CI The Cigna Group Strong Q4 & FY2025 Results Dividend Raised [----] Outlook Set FY2025 Revenue: $274.9B (+11% YoY) Adj. Operating Income: $8.0B ($29.84 EPS) Net Income (Shareholders): $6.0B ($22.18 EPS) Dividend: quarterly dividend increased to $1.56/share Buybacks: 11.9M shares repurchased for $3.6B FY2026 Outlook: Adj. Revenue: $280.0B Adj. Operating Income: $7.95B ($30.25 EPS) 💬 Results reflect solid top-line growth disciplined capital return and stable earnings power heading into [----]. https://twitter.com/i/web/status/2019366129232212017"
X Link 2026-02-05T11:02Z [----] followers, [---] engagements
"$CARR Carrier FY2025 Results [----] Outlook Issued Q4 Sales: $4.84B (-6% YoY) Organic: -9% Q4 EPS: $0.03 GAAP $0.34 Adj. FY2025 Sales: $21.75B (-3% YoY) FY2025 EPS: $1.69 GAAP $2.59 Adj. Adj. Operating Margin (FY): 15.1% Cash Flow (Q4): Operating CF: $1.04B Free CF: $909M Capital Return (FY25): $3.7B FY2026 Guidance: Sales: $22B Adj. Operating Profit: $3.4B Adj. EPS: $2.80 Free CF: $2.0B Share Repurchases: $1.5B Headwind: $350M from Riello divestiture https://twitter.com/i/web/status/2019366250678198345 https://twitter.com/i/web/status/2019366250678198345"
X Link 2026-02-05T11:03Z [----] followers, [---] engagements
"$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: $0.42/share Strategic Move: Preparing IPO of North American gold assets (NewCo) Targeted completion by late [----] https://twitter.com/i/web/status/2019366750010135012 https://twitter.com/i/web/status/2019366750010135012"
X Link 2026-02-05T11:05Z [----] followers, [----] engagements
"$XEL Xcel Energy FY2025 Results [----] Guidance Reaffirmed FY2025 EPS (GAAP): $3.42 (vs. $3.44 in 2024) FY2025 EPS (Ongoing): $3.80 (vs. $3.50 in 2024) 🟢 Net Income (FY): $2.02B Key Drivers: higher recovery of infrastructure investments and electric sales growth partly offset by higher interest depreciation and O&M costs [----] Guidance (Reaffirmed): EPS: $4.04$4.16 Capital & Operations Highlights: Continued large-scale grid and generation investments (solar transmission gas conversion) Data center load growth and new strategic partnerships to support long-term demand Ongoing wildfire-related"
X Link 2026-02-05T11:07Z [----] followers, [---] engagements
"$DOCN DigitalOcean Cantor Fitzgerald upgrades Overweight 📈 PT $68 Current $58.50 (Upside 16%) Valuation: 6x C27 EV/Revenue; 30x C27 EV/FCF vs. infra software avg 34x Growth outlook: improving net-new organic ARR; 1820% revenue growth target pulled forward to C26 Catalysts: large customer wins (e.g. Character AI) expanding GPU-led PaaS potential Analyst Day ahead https://twitter.com/i/web/status/2019374903250526458 https://twitter.com/i/web/status/2019374903250526458"
X Link 2026-02-05T11:37Z [----] followers, [---] engagements
"$GOOGL Alphabet Inc. Mizuho raises target price 📈 PT $410 Current $322 (Upside 27%)"
X Link 2026-02-05T11:39Z [----] followers, [---] engagements
"$WMS Advanced Drainage Systems Q3 FY2026 Results Buyback Authorization Increased Q3 Revenue: $693.4M (+0.4% YoY) Q3 Net Income: $94.0M (+14.3%) Q3 EPS: $1.19 Adj. EPS: $1.27 Adj. EBITDA: $209.2M (+9.3%) Margin: 30.2% YTD FY2026 Revenue: $2.4B (+3.7%) YTD EPS: $5.02 Adj. EPS: $5.20 YTD Adj. EBITDA: $774.9M (+8.8%) Capital Return: New $1.0B share repurchase authorization Total authorization: $1.148B FY2026 Outlook (Updated): Revenue: $2.99B$3.04B Adj. EBITDA: $930M$960M CapEx: $250M https://twitter.com/i/web/status/2019376631396045300 https://twitter.com/i/web/status/2019376631396045300"
X Link 2026-02-05T11:44Z [----] followers, [---] engagements
"Pre-Market Movers Feb [--] Top Gainers $TSEM Tower Semiconductor +18.38% $SITM SiTime +13.81% $ALGN Align Technology +10.58% $NIO NIO +9.91% $KLIC Kulicke & Soffa +9.57% Top Losers $FLNC Fluence Energy -16.07% $RAL Ralliant -14.73% $QCOM Qualcomm -10.03% $EL Este Lauder -9.83% $CARR Carrier -9.52% https://twitter.com/i/web/status/2019376871025045536 https://twitter.com/i/web/status/2019376871025045536"
X Link 2026-02-05T11:45Z [----] followers, [---] engagements
"$ENR Energizer Holdings Q1 FY2026 Earnings Net Sales: $778.9M (+6.5% YoY) APS Acquisition Impact: +$64.6M to sales Free Cash Flow: $124.2M (15.9% of sales) Debt Reduction: $100M paid down Adj. Gross Margin: 34.9% (-510 bps YoY) Adj. EPS: $0.31 FY2026 Guidance (Reaffirmed): Adj. EPS: $3.30$3.60 Adj. EBITDA: $580M$610M https://twitter.com/i/web/status/2019381527189070250 https://twitter.com/i/web/status/2019381527189070250"
X Link 2026-02-05T12:04Z [----] followers, [---] engagements
"$ROK Rockwell Automation Q1 FY2026 Earnings EPS: $2.75 vs. $2.48 est. (Beat +10.9%) YoY: +49% Revenue: $2.11B vs. $2.08B est. (Beat +1.4%) YoY: +12%"
X Link 2026-02-05T12:06Z [----] followers, [---] engagements
"$COP ConocoPhillips Q4 [----] Earnings EPS: $1.02 vs. $1.10 est. (Miss -7.3%) YoY: -48.5% Revenue: $14.0B vs. $12.82B est. (Miss -89.1%) YoY: -39.1%"
X Link 2026-02-05T12:06Z [----] followers, [---] engagements
"$BMY Bristol-Myers Squibb Q4 [----] Earnings EPS: $1.26 vs. $1.20 est. (Beat +5.0%) YoY: -24.6% Revenue: $12.50B vs. $12.28B est. (Beat +1.8%) YoY: +1%"
X Link 2026-02-05T12:07Z [----] followers, [---] engagements
"$PSA Public Storage BofA Securities downgrades to Neutral 🔻 PT $310 (from $336) Current $288.5 (Upside 7%) Lack of near-term catalysts for operational improvement Limited rental revenue growth expected in [----] Pricing restrictions tied to Los Angeles wildfires impacting 16.2% of operating income https://twitter.com/i/web/status/2019382648964010206 https://twitter.com/i/web/status/2019382648964010206"
X Link 2026-02-05T12:08Z [----] followers, [---] engagements
"$MCK McKesson Jefferies reiterates Buy 📈 PT $1065 Current $835 (Upside 28%) Company seen as undervalued at current levels Solid quarterly execution supports confidence Growth opportunities in specialty pharma and MSO channels"
X Link 2026-02-05T12:10Z [----] followers, [---] engagements
"$PTON Peloton Q2 FY2026 Earnings Revenue: $657M (-3% YoY) Adjusted EBITDA: $81M (+39% YoY) Paid Connected Fitness Subscriptions: 2.661M (-7% YoY) Gross Margin: 50.5% (+320 bps YoY) GAAP Net Loss: $39M Outlook Update: FY26 Adjusted EBITDA: raised to $450$500M FY26 Free Cash Flow: minimum target $275M https://twitter.com/i/web/status/2019388724195275242 https://twitter.com/i/web/status/2019388724195275242"
X Link 2026-02-05T12:32Z [----] followers, [---] engagements
"$HIMS 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
"Todays Leaders Feb [--] $SITM SiTime +20.8% $FORM FormFactor +17.4% $MCK McKesson +16.2% $ENSG Ensign Group +13.7% $RRX Regal Rexnord +11.7% $SIRI Sirius XM +11.1% $IDCC InterDigital +10.6% $ALGN Align Technology +10.2% $CPAY Corpay +10.0% $ITT ITT Inc. +9.7% $CAH Cardinal Health +9.5% $COR Cencora +9.1% $XPO XPO +8.6% $TW Tradeweb +8.5% $HSY Hershey +7.4% https://twitter.com/i/web/status/2019441301662380241 https://twitter.com/i/web/status/2019441301662380241"
X Link 2026-02-05T16:01Z [----] followers, [---] engagements
"$FPS IPO: Forgent Power Solutions started trading today. Currently up +1.2%"
X Link 2026-02-05T19:08Z [----] followers, [---] engagements
"$MSTR Strategy Inc. Earnings Miss (Q4 2025) Revenue: $122.99M (Est. $118.47M) 🟢 EPS: -$42.93 (Est. -$20.99) 🔻 YoY EPS: -1316.5% YoY Revenue: +1.9% 💬 Revenue beat expectations but earnings swung sharply lower driven by significant non-operational impacts tied to Bitcoin holdings and valuation effects. https://twitter.com/i/web/status/2019516899474735572 https://twitter.com/i/web/status/2019516899474735572"
X Link 2026-02-05T21:02Z [----] followers, [----] engagements
"$DOCS Doximity Q3 FY2026 Earnings Revenue: $185.1M (+10% YoY) EPS (GAAP): $0.31 (vs. $0.37 YoY) Adj. EPS: $0.46 (vs. $0.45 YoY) Net Income: $61.6M (33% margin) Adj. EBITDA: $111.4M (+9% YoY) 60% margin Guidance Q4 FY26 Revenue: $143144M FY26 Revenue: $642.5643.5M FY26 Adj. EBITDA: $355.5356.5M New $500M share buyback authorized Record engagement; AI products 300k users https://twitter.com/i/web/status/2019517112532734010 https://twitter.com/i/web/status/2019517112532734010"
X Link 2026-02-05T21:02Z [----] followers, [---] engagements
"$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
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