SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. The firm operates through the following geographical segments: United States and International. It offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

The Trade Desk is facing intense sell-side pressure following a significant revenue miss and weak third-quarter guidance that signaled a major growth slowdown. The community is sharply divided, with frustrated retail investors expressing deep anger toward management's performance while some see a potential long-term value play in the stock's sharp valuation reset.

Iovance Biotherapeutics, Inc. is a biopharmaceutical company, which engages in the development and commercialization of cell therapies as novel cancer immunotherapy products. Its lead product candidate, LN-144 for metastatic melanoma, is an autologous adoptive cell therapy utilizing tumor-infiltrating lymphocytes (TIL), which are T cells derived from patients' tumors. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

Iovance Biotherapeutics is trending after reporting record quarterly revenue that significantly exceeded guidance, driven by accelerating adoption of Amtagvi and improved manufacturing efficiencies. The community is buzzing over management's bullish commentary regarding their lung cancer trial, which they suggest may show durable results comparable to their melanoma success, alongside optimism that the company is emerging as a leader in a scalable, high-barrier-to-entry cell therapy market.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DraftKings is facing significant volatility and investor scrutiny ahead of its Q2 earnings report, with the community polarized between those betting on long-term growth driven by prediction markets and those concerned about increased sector competition and disappointing recent sector performance. Discussion remains highly heated, with persistent debate over management's effectiveness, the impact of promotional spending on revenue, and the company's ability to maintain guidance through the upcoming football season.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

Applied Optoelectronics is experiencing a surge in trading activity driven by reports that the U.S. government is considering restrictions on Chinese-made optical transceivers, a move that could significantly benefit domestic manufacturers with U.S.-based capacity. Investors are closely monitoring the stock ahead of its upcoming earnings report, with community discussions largely focused on whether the company can successfully scale its production ramp to meet robust demand from AI hyperscalers.

XRP is a decentralized digital asset and the native token of the XRP Ledger, a Layer 1 blockchain designed for high-performance global payments. Its primary value proposition is offering a fast, cost-effective alternative to traditional banking systems by enabling near-instant cross-border settlements that finalize in three to five seconds. By serving as a neutral bridge asset between different fiat currencies, it helps financial institutions lower liquidity costs and eliminates the need for pre-funded accounts.  The network is unique because it utilizes a federated consensus protocol instead of energy-intensive mining or staking. This system achieves deterministic finality through a Unique Node List of trusted validators who must reach an eighty percent agreement threshold to permanently record transactions. This infrastructure supports a sustained throughput of 1,500 transactions per second and includes a built-in decentralized exchange that allows for the automated trading of any tokenized asset without intermediaries.  The project traces its origins back to 2004 with Ryan Fugger before being co-founded in its modern form by Jed McCaleb and Chris Larsen. The company, now known as Ripple, works with major financial institutions as partners and investors to build global payment solutions. To protect the network from spam, a small amount of XRP is burned during every transaction, and the token is further utilized by institutions as collateral to access traditional markets and manage digital asset infrastructure.  Institutional adoption of the asset reached a major milestone in November 2025 when the SEC approved the first wave of spot XRP ETFs. These products, offered by major issuers including Bitwise, Grayscale, 21Shares, Canary Capital, and Franklin Templeton, are now listed on prominent exchanges like the NYSE Arca, Nasdaq, and Cboe BZX. While Ripple remains a key contributor to the ecosystem, the underlying XRP Ledger continues to operate as an open-source and decentralized network.

Ripple

Ripple's XRP is currently the subject of intense debate among community members who are closely monitoring potential legislative developments, including the pending Clarity Act, while grappling with recent price stagnation compared to the broader crypto market. Investors remain deeply divided between those viewing the current price as an accumulation opportunity for long-term utility and those frustrated by persistent regulatory delays and underperformance.

Atlassian Corp. is a holding company, which engages in providing team collaboration and productivity software. Its products include Jira Software, Confluence, Jira Service Management, and Loom. The company was founded by Michael Cannon-Brookes and Scott Farquhar in October 2002 and is headquartered in San Francisco, CA.

Atlassian Corporation - Ordinary Shares - Class A

Atlassian Corporation Plc

Atlassian is trending as its latest earnings report delivered significant revenue and cloud growth that defied prevailing fears of a 'SaaS apocalypse' driven by AI disruption. The community is actively discussing the stock's massive after-hours move, with bulls celebrating a potential short squeeze and shifting sentiment around the company's long-term cloud momentum, while some remain cautious about valuation and persistent GAAP losses.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovin is facing extreme volatility after reporting a slight revenue miss and softer-than-expected Q3 guidance, despite delivering significant year-over-year growth and strong cash flow. The community is sharply divided, with many investors labeling the sell-off a classic overreaction and a long-term buying opportunity, while others express concern over plateauing gaming growth and increased competition in AI-driven advertising.

Roku, Inc. engages in the provision of a streaming platform for television. It operates through the following segments: Platform and Devices. The Platform segment includes the sale of digital advertising and distribution of streaming services. The Devices segment is involved in the sale of streaming players, Roku-made televisions, smart home products and services, audio products, and related accessories. The company was founded by Anthony J. Wood in October 2002 and is headquartered in San Jose, CA.

Roku Inc - Ordinary Shares - Class A

Roku Inc

Roku shares are trending as investors weigh conflicting sentiments regarding a reported $22 billion acquisition offer from Fox, with many expressing frustration over the deal's valuation and structural terms. While the stock has seen significant volatility, the community is actively debating the potential for a bidding war against the backdrop of the company's recent S&P MidCap 400 inclusion and its strengthening position in the connected TV advertising market.

Cloudflare, Inc. engages in the provision of cloud-based services to secure websites. The firm offers various products for application security, performance and reliability, network services, Zero Trust, developer platform, media delivery, insights, domain registration, and consumer services. It operates through the United States and Rest of the World geographical segments. The company was founded by Matthew Prince, Michelle Zatlyn, and Lee Holloway in July 2009 and is headquartered in San Francisco, CA.

Cloudflare Inc - Ordinary Shares - Class A

Cloudflare Inc

Cloudflare stock is currently the focus of significant community debate following a mixed earnings reaction where shares surged after beating expectations and raising guidance, despite ongoing scrutiny over the company's profitability and workforce restructuring. Investors are actively discussing the firm's role in the 'agentic internet' infrastructure and whether its aggressive expansion in AI-driven cloud networking justifies its current valuation.

Sezzle, Inc. engages in the operation of a digital payment platform that enables bank-to-bank transfer of money between consumers and businesses. The company was founded by Charlie G. Youakim, Killian Brackey and Paul V. Paradis on January 4, 2016 and is headquartered in Minneapolis, MN.

Sezzle Inc.

Sezzle is seeing significant volatility as market participants react to a stellar quarterly earnings report that beat expectations, even as the stock faces short-term pressure from profit-taking and ongoing legal investigations. While retail traders are actively debating whether to capitalize on the pullback or hold for long-term growth, the community is closely watching the company's aggressive share buyback plan and a high short interest, which many see as potential fuel for a future squeeze.

$APP

$AXON

$BROS

$CELH

$APP, $AXON, $BROS, and $CELH all sold off sharply following Q2 earnings. Which of these earnings declines are you most interested in buying? Vote and explain your reasoning in the comments.

Which of these earnings declines are you most interested in buying - $APP, $AXON, $BROS, or $CELH?

Stocktwits

Axon Enterprise Inc

Dutch Bros Inc

Celsius Holdings Inc

Which of these earnings declines are you most interested in buying - 

Stocktwits Polls

Right now, around $110

Under $100

Under $80

Not interested at any price

SpaceX ($SPCX) shares have fallen sharply post-earnings, now trading around $110 and well off their $225 high. At what price would you start buying $SPCX? Vote and explain your reasoning in the comments.

SpaceX ($SPCX) stock is trading around $110 after a rough post-earnings sell-off. At what price would you start buying?

SpaceX

) stock is trading around $110 after a rough post-earnings sell-off. At what price would you start buying?

Buying $WDC

Buying $SNDK

Buying both

No, staying away

$WDC and $SNDK shares are tumbling, even after both companies beat Q4 earnings estimates. Are you buying the dip on either name or avoiding both? Vote and explain your reasoning in the comments.

$WDC and $SNDK both beat Q4 earnings estimates, but shares are dropping sharply. Are you buying the dip?

Western Digital Corp.

Sandisk Corp

 both beat Q4 earnings estimates, but shares are dropping sharply. Are you buying the dip?

$GLD

$SLV

Gold ($GLD) and Silver ($SLV) have both delivered strong returns over the past year, but have fallen over the past three months. If you had to own just one for the next 10 years, which are you choosing? Vote and explain your reasoning in the comments.

If you had to own one for the next 10 years, which are you choosing: $GLD or $SLV?

SPDR Gold Shares ETF

iShares Silver Trust

If you had to own one for the next 10 years, which are you choosing: 

$AMD

$SHOP

$UBER

$LLY

$AMD, $SHOP, $UBER, and $LLY are four of the most searched and talked-about stocks among retail investors this morning. Which are you most bullish on? Drop your reasoning in the comments.

Which of these trending stocks are you most bullish on for the next 5 years - $AMD, $SHOP, $UBER, or $LLY? 
 
Explain why in the comments.

Advanced Micro Devices Inc

Shopify Inc

Uber Technologies Inc

Lilly(Eli) & Co

Which of these trending stocks are you most bullish on for the next 5 years - 

Yes, still bullish

No, losing confidence

Waiting to see earnings first

Never was bullish

Quantum computing stocks - like $IONQ, $RGTI, and $QBTS - were very popular in 2025, but the sector remains pre-profit and highly speculative. Are you still bullish on quantum?

IonQ Inc

Rigetti Computing Inc

D-Wave Quantum Inc

 - were very popular in 2025, but the sector remains pre-profit and highly speculative. Are you still bullish on quantum?

$CRWV

$LKNCY

$REPL

$ZETA

$CRWV, $LKNCY, $REPL, and $ZETA are four of the most searched and talked-about stocks among retail investors this morning. Which are you most bullish on? Drop your reasoning in the comments.

Which of these trending stocks are you most bullish on for the next 12 months - $CRWV, $LKNCY, $REPL, or $ZETA?

CoreWeave Inc

Luckin Coffee Inc - ADR

Replimune Group Inc

Zeta Global Holdings Corp

Which of these trending stocks are you most bullish on for the next 12 months - 

$AMZN

$MSFT

Amazon and Microsoft have been standout winners this earnings season. Which do you prefer for the next 12 months? Vote and explain your reasoning in the comments.

Amazon ($AMZN) and Microsoft ($MSFT) have been big winners this earnings season - which do you think posts the highest return over the next 12 months?

Amazon.com Inc

Microsoft Corp

) have been big winners this earnings season - which do you think posts the highest return over the next 12 months?

Show me the results

Memory and neocloud stocks have been hammered in recent weeks, leaving the community wondering if Wednesday's sharp decline was the bottom. What do you think? Let us know in the comments.

Was Wednesday the bottom for memory and neocloud stocks?  
 
Explain your reasoning in the comments.

$RDDT

$RBLX

$COIN

$GDDY

Reddit, Roblox, Coinbase, and GoDaddy stocks are moving lower following their respective earnings releases. Which are you thinking about buying? Explain your reasoning in the comments.

Reddit ($RDDT), Roblox ($RBLX), Coinbase ($COIN), and GoDaddy ($GDDY) are down following earnings results - which are you most interested in buying on the dip?

Reddit Inc

Roblox Corp.

Coinbase Global Inc

Godaddy Inc - Ordinary Shares - Class A

) are down following earnings results - which are you most interested in buying on the dip?

Yes, buying

Just holding what I have

Watching from the sidelines

Lemonade ($LMND) stock is down over 20% after the company reported Q2 2026 earnings and announced a CFO succession plan, with longtime finance chief Tim Bixby set to transition to the board in January 2027. Are you buying the dip? Vote and explain your reasoning in the comments.

Lemonade ($LMND) is down sharply following Q2 earnings, with the market reacting to a CFO succession announcement alongside the results. Are you buying the dip?

Lemonade Inc

) is down sharply following Q2 earnings, with the market reacting to a CFO succession announcement alongside the results. Are you buying the dip?

Neocloud stocks have been under pressure over the past month as investors fade the AI infrastructure trade. Are you buying the dip on any of them? Vote and explain your reasoning in the comments.

Neocloud stocks like $NBIS, $CRWV, $APLD, and $IREN have fallen sharply over the past month. Are you buying the dip on any?

Nebius Group N.V. 

Applied Digital Corporation

IREN Limited

 have fallen sharply over the past month. Are you buying the dip on any?

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Bitcoin

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Dogecoin

Cardano

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Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

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SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

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<ul class="summary-bullets"><li>The first phase will require $16.8 billion, span over 100 million square feet, and create at least 3,000 jobs.</li><li>About 25% of Terafab’s AI compute could power Optimus, with 75% allocated to AI spacecraft.</li><li>Musk said the 3,000 jobs cover only the first of 10 phases and should rise substantially over time.</li></ul>Shares of Tesla, Inc. (TSLA) are headed for their first weekly gain in four weeks as CEO Elon Musk outlined Terafab’s massive scale, saying the completed Texas semiconductor complex would be 50x the size of the Pentagon and primarily produce AI compute for SpaceX spacecraft.<a href="https://stocktwits.com/symbol/TSLA">TSLA stock</a> fell 1% on Thursday to close at $319.53, marking its second consecutive session in the red. However, shares are up 3% so far this week and remain on track to rebound from three straight weekly losses.&nbsp;<h2 class="st-heading-2">Musk Details $16.8B Terafab</h2>SpaceX and Tesla confirmed on Thursday that Terafab will be built in Grimes County, Texas. Its first phase is expected to require $16.8 billion in investment and create at least 3,000 jobs. The vertically integrated complex will span over 100 million square feet, bringing the manufacturing, packaging, and testing of advanced logic and memory chips under one roof.Musk called Terafab “the largest and most valuable building on Earth by far”&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/2085377974396752305">on X</a>, adding that it would be “stunningly beautiful.” The facility will address the widening gap between global chip supply and the combined needs of Tesla and SpaceX, which expect their future demand to exceed one terawatt of computing power.“My very approximate guess is that Terafab AI compute output would be ~25% for Tesla Optimus and ~75% for AI spacecraft,” Musk&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tsla-spcx-s-16-8-b-terafab-nears-construction-as-elon-musk-details-compute-split-25-for-tesla-optimus-and-75-for-ai-spacecraft/cZoBIvzRJJ8">said on X</a>. Terafab will produce inference chips for Tesla’s Optimus humanoid robots and self-driving Cybercabs, along with high-powered processors for SpaceX’s space-based data centers.Musk also&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/2085508598768034057">endorsed</a> the prospect of eventually building a Terafab on the moon and responded&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/2085508463740760308">on X</a> “FEL FTW” to speculation that the Texas plant could use free-electron laser technology for advanced chipmaking.<h2 class="st-heading-2">Terafab’s First Phase To Create 3,000 Jobs</h2>Terafab’s initial phase will receive a $30 million grant from the Texas Enterprise Fund, but Musk said the first 3,000 jobs represent only the beginning. “3,000 jobs is just for phase 1 of 10 btw,” he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/2085485172787429783">said</a>. “The jobs number will be much higher over time. That’s just the first year or so,” Musk&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/2085389525715398758">added</a>.The complex will be built in phases across 3,000 acres, while SpaceX controls more than 13,000 acres in the area. The company also plans to construct natural gas-fired power plants and large battery arrays to support the facility. Terafab will use water from the nearby Gibbons Creek Reservoir for industrial operations rather than local groundwater.&nbsp;The project deepens Musk’s presence in Texas, where SpaceX said its operations have generated more than 56,000 direct and indirect jobs and an estimated $28 billion in economic impact since 2024.<h2 class="st-heading-2">Analyst: Intel’s Terafab Role Remains Unclear</h2>Intel joined Terafab as a partner in April, offering its expertise in designing, fabricating and packaging advanced chips. However, Moor Insights &amp; Strategy Chief Analyst Patrick Moorhead&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/PatrickMoorhead/status/2085444973877764242">said on X</a> that its precise role remains uncertain. Moorhead said no relevant regulatory filings have detailed the project’s contracts, economics, intellectual-property licenses, capital contributions, equipment commitments or division of responsibilities.“I’m bullish on Terafab,” Moorhead said, but added that without those disclosures, “it’s uncertain what Intel’s role will be or, for that matter, other foundry companies.” The analyst said Terafab is already holding detailed discussions with semiconductor equipment suppliers. The most complex systems can take two years to deliver and another year to qualify, putting pressure on the project to secure equipment quickly.Initial production has been discussed for 2029, but Moorhead said it remains unclear whether that target refers to test chips, high-volume manufacturing or an intermediate stage.<h2 class="st-heading-2">How Do Retail Traders Feel About TSLA?</h2>On Stocktwits, retail sentiment for TSLA has been ‘neutral’ over the past week amid a 26% decline in 24-hour message volumes.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/tsla_ss_06cd65dcb3.png" alt="tsla ss.png" width="973" height="132"><figcaption>TSLA sentiment and message volume as of August 6 | Source: Stocktwits</figcaption></figure>One user&nbsp;<a href="https://stocktwits.com/PivotNova/message/661182122">said</a>, “$TSLA is talking about building the biggest chip plant on Earth. The headline is massive. But when Elon promises terawatts, the real question is whether the wafers actually ship. Building is easy. Yield is hard. The narrative is priced. Execution is what matters.”<stembedurl>https://stocktwits.com/PivotNova/message/661182122</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/BlizzardBeta/message/661148524">said</a>, “$TSLA wants to build its own chip fab. The scale is massive — a terawatt of compute a year. Vertical integration is the bull case. The bear case is CapEx that size wrecks the balance sheet before the first wafer ships. When you treat silicon as strategy instead of a commodity, you're either brilliant or overleveraged.”<stembedurl>https://stocktwits.com/BlizzardBeta/message/661148524</stembedurl>So far this year, Tesla's stock has lagged its "Magnificent Seven" peers, making it the group's worst performer, down about 29%.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/default/equity/sp500-dow-futures-slipping-overnight-wall-street-second-day-red/cZoOFqgRJJw">Why S&amp;P 500, Dow Futures Are Slipping Overnight After Wall Street’s Second Straight Day In The Red&nbsp;</a>

TSLA Stock Eyes Weekly Comeback As Elon Musk Touts Terafab’s Colossal Scale — Analyst Flags A Big Intel Question Mark

Musk said the completed complex would be 50 times the Pentagon’s size and can support over one terawatt of compute demand.

Equity

Intel Corp

<ul class="summary-bullets"><li>Iovance Biotherapeutics reported strong Q2 results, with revenue reaching $99.3 million on rising Amtagvi demand.&nbsp;</li><li>FDA granted Replimune accelerated approval for TUDRIQEV (RP1) combined with nivolumab for advanced melanoma.&nbsp;</li><li>Roku stock hit a four-year high of $150.61 after reporting record Q2 results as revenue surged 22%.&nbsp;&nbsp;</li></ul>Iovance Biotherapeutics (IOVA), Replimune (REPL), and Roku (ROKU) stocks reached new 52-week highs on Thursday on growing confidence in cancer treatment commercialization, regulatory progress, and improving digital advertising economics.Iovance stock soared 43%, Replimune climbed nearly 9%, and Roku gained 2%.&nbsp;<h2 class="st-heading-2">Iovance’s&nbsp;Biotech Momentum Builds</h2><a href="https://stocktwits.com/symbol/IOVA">Iovance Biotherapeutics stock</a> hit a yearly high of $6.39 after the company&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/iova-stock-heads-for-best-day-in-over-6-years-buyout-buzz-builds-after-blowout-q2/cZoBcmiRJJ4">reported</a> stronger-than-expected second-quarter (Q2) results. Revenue reached $99.3 million, supported by rising demand for Amtagvi, its tumor-infiltrating lymphocyte (TIL) therapy for cancer patients.&nbsp;U.S. sales of the treatment rose 66% to $91 million, and higher profit margins led the company to review its yearly outlook. Demand for Amtagvi is growing as more doctors become aware of the therapy, marketing expands, and more treatment centers begin offering it.&nbsp;On Stocktwits, retail sentiment around the stock improved to ‘extremely bullish’ from ‘bullish’ territory the previous day.&nbsp;<h2 class="st-heading-2">Replimune Shares Rally On RP1 Confidence&nbsp;</h2><a href="https://stocktwits.com/symbol/REPL">Replimune stock</a> hit a 52-week high of $13.90 on momentum around its advanced melanoma therapy, RP1. After markets closed on Thursday, the company said the FDA has&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/repl-stock-slumps-11-after-hours-what-s-driving-the-selloff/cZoBa7eRJJp">granted</a> accelerated approval of TUDRIQEV (RP1) combined with nivolumab.&nbsp;The approval covers adults with advanced cutaneous melanoma that has worsened after prior anti-PD-1 treatment.The decision was based on results from the IGNYTE trial, where the therapy combination delivered a 24% response rate and a median response duration of 14 months. Continued approval depends on successful completion of confirmatory late-stage studies.Retail sentiment around the stock, however, turned to ‘extremely bearish’ from ‘bearish’ territory the previous day.&nbsp;<h2 class="st-heading-2">Roku Shares Surge As Record Q2 Results Fuel Investor Optimism&nbsp;</h2><a href="https://stocktwits.com/symbol/ROKU">Roku stock</a> reached a four-year high of $150.61 after a strong Q2, posting record profit while continuing to expand its streaming platform, advertising business, and subscription offerings. Roku delivered $1.35 billion in revenue, a 22% year-on-year increase.Platform revenue climbed 25% to $1.22 billion, supported by gains in advertising and subscriptions. The company also achieved record net income of $164 million, adjusted EBITDA of $254 million, and free cash flow of $704 million. Roku’s advertising segment remained a major growth engine, bringing in $673 million in revenue, up 25%.&nbsp;On June 15, Fox Corp. (FOXA, FOX) and Roku announced a final agreement for Fox to acquire Roku. Retail sentiment around the stock improved to ‘extremely bullish’ from ‘bullish’ territory the previous day.&nbsp;So far this year, IOVA stock has surged 127%, while REPL and ROKU stocks have gained 32% and 38%, respectively.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/default/equity/ttd-stock-crashes-overnight-ceo-says-trade-desk-customers-operating-in-different-environment/cZoOFJlRJJv">TTD Stock Crashes Overnight: CEO Says Trade Desk's Customers ‘Operating In Different Environment'</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the IOVANCE BIOTHERAPEUTICS logo is displayed on the screen of a tablet computer. (Photo Illustration by Sheldon Cooper/SOPA Images/LightRocket via Getty Images)

Why Did IOVA, REPL, ROKU Stocks Surge To 52-Week Highs Today?

The rally showed that investors are paying more attention to fast-growing healthcare and digital media companies.

<ul class="summary-bullets"><li>The iShares Expanded Tech-Software Sector ETF (IGV), a widely followed benchmark for software stocks, gained 4.4% in July and has climbed more than 5% so far this month.</li><li>Cloudflare beat Q2 expectations and raised its annual revenue forecast.</li><li>Atlassian CEO Mike Cannon-Brookes pledged to buy up to $250 million of the company’s shares.</li></ul>Atlassian Corp. (TEAM) and Cloudflare (NET) shares soared after their latest quarterly results and upbeat outlooks, signaling that software companies delivering strong financial performance are finally winning back investor support after enduring a stock rout for much of the year.TEAM surged more than 30% in overnight trading on Thursday, while NET gained over 16% after both companies topped Wall Street expectations for their latest quarterly results.&nbsp;Cloudflare raised its full-year revenue forecast, and Atlassian forecast 13% annual sales growth, alongside CEO Mike Cannon-Brookes pegging a potential buy of up to $250 million of the company’s shares.Shares of&nbsp;The Trade Desk, which also reported results on Wednesday,&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ttd-stock-crashes-overnight-ceo-says-trade-desk-customers-operating-in-different-environment/cZoOFJlRJJv">plunged</a> 24% overnight as its top and bottom lines, as well as its forecast, failed to meet analysts’&nbsp;targets.<h2 class="st-heading-2">Investors Return To SaaS</h2>Still, a divergence appears to be emerging. Software stocks began a modest ascent last month, and companies posting strong earnings this season are seeing their shares soar, a sign that investors are shrugging off fears that AI tools will erode demand for niche software.One of the key drivers has been robust cloud growth. Amazon Web Services, Microsoft Azure and Google Cloud all posted stronger-than-expected growth, with Google Cloud accelerating to a record 82%. Enterprise cloud spending is widely viewed as a proxy for demand across the software market.The&nbsp;<a href="https://stocktwits.com/symbol/IGV">iShares Expanded Tech-Software Sector ETF (IGV)</a>, which largely tracks software stocks, gained 4.4% in July and is already up over 5% so far this month.<h2 class="st-heading-2">Retail View On NET, TEAM</h2>On Stocktwits, retail sentiment for&nbsp;<a href="https://stocktwits.com/symbol/NET">NET</a> and&nbsp;<a href="https://stocktwits.com/symbol/TEAM">TEAM</a> shifted to ‘extremely bullish’ from ‘bullish’ amid ‘high’ message volume.&nbsp;“Another reminder that this is still a market where execution matters,” a trader&nbsp;<a href="https://stocktwits.com/TeamSetupAlpha/message/661211065">said</a>. “Strong companies are being rewarded, while those falling short are getting punished. Look at the latest reactions from: $NET earnings, $TTD earnings. The market is making it clear: Outperformance gets capital. Underperformance gets ignored.”<h2 class="st-heading-2">NET, TEAM Results Recap</h2>Atlassian, the maker of workplace software programs Trello, Jira, and Confluence, reported fourth-quarter earnings of $1.87 a share and revenue of $1.77 billion, up 28% from a year ago. Analysts had expected earnings of $1.50 a share and revenue of $1.66 billion.For the full-year fiscal 2027 ending in June, Atlassian expects revenue growth of about 13% from a year earlier.Cloudflare reported revenue of $696.1 million and EPS of $0.29, above analysts' estimate of $665.5 million revenue and $0.27 per share profit. The cybersecurity company raised its annual revenue forecast to a range of $2.86 billion to $2.87 billion, ​from $2.805 billion to $2.813 billion previously.In May, Cloudflare had announced it would cut roughly ⁠20% of ​its workforce, more than ​1,100 jobs, as part of AI-led restructuring.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;&nbsp;

Traders work on the floor of the New York Stock Exchange during morning trading on August 05, 2026. (Photo by Michael M. Santiago/Getty Images)

TEAM, NET Stocks Rally Overnight After Earnings: Is ‘SaaSpocalypse’ Finally Fading?

Strong cloud results and a July rebound in SaaS stocks, followed by select strong earnings, are boosting investor sentiment.

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