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Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is trending after its latest earnings report significantly exceeded revenue and EPS expectations and raised full-year guidance, sparking strong community discussion around its undervaluation and potential for a short squeeze. Despite broad bullish sentiment driven by its role in AI infrastructure, some investors remain cautious about margin compression and perceived market manipulation.

Uniting the six native Japanese dog breeds. Kendu is the keeper of peace, the preserver of life, and the protector of unity. Join the pack!!

Kendu

Kendu Crypto is experiencing a 'Kendu Trendu' as its highly engaged community consistently launches real-world products and initiatives, distinguishing itself as a 'permissionless brand' in the crypto space. This organic, builder-focused approach fosters strong conviction for significant long-term growth, despite broader market sentiment.

Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is trending after delivering strong recent earnings, largely driven by robust data center performance and progress in its AI GPU roadmap, prompting community discussion around whether the post-earnings dip presents a buying opportunity or reflects high valuation and typical 'sell the news' market behavior within the semiconductor sector.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company was founded on June 3, 2024 and is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

PSKY is trending as its hostile bid for Warner Bros. Discovery faces fresh scrutiny following Netflix's all-cash offer and a legal setback, leaving the community debating the company's strategy and persistent stock declines, despite new enthusiasm for Paramount+'s exclusive UFC debut.

Figma, Inc. is an AI-powered design platform that enables seamless collaboration across the entire product development lifecycle. Its products include FigJam, Figma Slides, Figma Design, Figma Draw, Dev Mode, Figma Sites, Figma Buzz and Figma Make. The company was founded by Dylan Joseph Field and Evan Darrow Wallace in 2012 and is headquartered in San Francisco, CA.

Figma Inc. - Ordinary Shares - Class A

Figma

Figma ($FIG) is experiencing intense community debate following a significant price decline that has pushed the stock below its IPO price and prior private valuation. Bulls argue it is severely oversold, citing strong fundamentals and AI integration potential, while bears emphasize persistent selling pressure, insider activity, and fears of AI disruption within a broader software sector correction.

Warner Bros. Discovery, Inc. is a premier global media and entertainment company, which engages in the provision of a differentiated portfolio of content, brands, and franchises across television, film, streaming, and gaming. It operates through the following segments: Studios, Networks, Direct-to-Consumer (DTC), and Corporate. The Studios segment includes producing and releasing feature films for initial exhibition in theaters, producing and initial licensing television programs to networks services as well as third parties, distributing films and television programs to various third party, internal television, and streaming services, distribution through the home entertainment market related consumer products, and themed experience licensing and interactive gaming. The Networks segment focuses on domestic and international television networks. The DTC segment is involved in premium pay-television and streaming services. The company was founded on June 17, 1985 and is headquartered in New York, NY.

Warner Bros. Discovery Inc - Ordinary Shares - Class A

Warner Bros Discovery Inc

Warner Bros Discovery (WBD) is trending amid its ongoing acquisition saga as Netflix (NFLX) reportedly shifts its bid to all-cash to expedite the deal, further escalating the battle with Paramount/Skydance (PSKY) whose $30 all-cash offer and regulatory challenges spark lively community debate about WBD's true value and future.

Enphase Energy, Inc. is a global energy technology company, which engages in the business of designing, developing, manufacturing, and selling home energy solutions that manage energy generation, energy storage, control, and communications on one intelligent platform. It operates through the following geographical segments: the United States, the Netherlands, and Others. The company was founded by Raghuveer R. Belur and Martin Fornage in March 2006 and is headquartered in Fremont, CA.

Enphase Energy Inc

Enphase Energy is surging after a strong Q4 earnings beat and upbeat guidance, signaling a potential turnaround for the solar sector. The community is actively discussing substantial short interest and recent analyst upgrades, fueling speculation of a broader market recovery in solar and energy storage.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is trending amid a sharp sell-off driven by investor apprehension regarding its substantial OpenAI investment and the mounting costs of AI development. This has sparked a strong debate, with bears predicting further declines while bulls see a compelling buying opportunity in the oversold tech giant.

Rambus, Inc. engages in the provision of cutting-edge semiconductor and Internet Protocol products, spanning memory and interfaces to security, smart sensors and lighting. Its products include Memory Interface Chips, Interface IP, and Security IP. The company was founded by P. Michael Farmwald and Mark A. Horowitz in March 1990 and is headquartered in Sunnyvale, CA.

Rambus Inc.

Rambus (RMBS) is trending with high volatility following its latest earnings report and Q1 guidance, which disclosed a temporary supply chain issue impacting revenue. The community is split, with many aggressively buying the dip, seeing it as a strong long-term 'memory supercycle' play for AI infrastructure, while others express caution regarding near-term execution and potential market overvaluation.

Dutch Bros, Inc. engages in operating and franchising drive-thru shops that focus on handcrafted beverages. It operates through the Company-Operated Shops, and Franchising and Other segments. The Company-Operated Shops segment consists of coffee shop sales to customers. The Franchising and Other segment is involved in bean and product sales to franchisees and includes the initial franchise fees, royalties, and marketing fees. The company was founded by Travis Boersma and Dane Boersma in 1992 and is headquartered in Tempe, AZ.

Dutch Bros Inc - Ordinary Shares - Class A

Dutch Bros Inc

Dutch Bros is drawing significant attention following its announced inclusion in the S&P MidCap 400 and its strategic expansion into retail grocery channels. While bulls highlight rapid store growth, strong customer loyalty, and successful new initiatives, many in the community debate its premium valuation compared to peers.

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Palantir Surges on Earnings Strength: Time to Buy PLTR-Heavy ETFs?

Palantir's Q4 beat and strong guidance lifted PLTR, boosting ETFs like PLTW, IGV and SHLD, though valuation concerns persist.

<ul class="summary-bullets"><li>Businesses are expanding Palantir’s platform into new workflows, signaling rising adoption, the firm added.</li><li>DiPalma anticipates the stock could surpass $200 within the next 12 months.</li><li>Analysts expect the company to report a Q4 revenue of $1.34 billion and earnings per share (EPS) of $0.23.</li></ul>William Blair analyst Louie DiPalma has upgraded Palantir Technologies Inc. (PLTR) stock to ‘Outperform’ from ‘Market Perform’ ahead of the company’s fourth-quarter earnings to be reported&nbsp;after the closing bell on Monday.&nbsp;The firm cited valuation as the key reason for the upgrade, noting that the stock recently dropped roughly 30%, according to TheFly.&nbsp;<h2 class="st-heading-2">Commercial Momentum And Government Support</h2>According to William Blair, Palantir’s commercial operations are maintaining strong growth, and the company continues to see substantial engagement from U.S. government agencies, including ongoing commitments from the Trump administration.&nbsp;Businesses are expanding Palantir’s platform into new workflows, signaling rising adoption, the firm added. While Palantir’s stock is still considered pricey, William Blair noted that it is comparatively more reasonable relative to recent private funding rounds in AI-focused companies.&nbsp;DiPalma anticipates the stock could surpass $200 within the next 12 months if Palantir continues its trajectory of growth and operational efficiency.&nbsp;Palantir stock traded over 2% higher on Monday morning.&nbsp;<h2 class="st-heading-2">What Are Stocktwits Users Saying?</h2>On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory amid ‘high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_02_102601_png_4663e8f079.webp" alt="PLTR’s Sentiment Meter and Message Volume as of 09:45 a.m. ET on Feb. 2, 2026 | Source: Stocktwits" width="932" height="110"><figcaption>PLTR’s Sentiment Meter and Message Volume as of 09:45 a.m. ET on Feb. 2, 2026 | Source: Stocktwits</figcaption></figure>The stock saw a 92% increase in retail chatter over 24 hours as of Monday morning.&nbsp;A Stocktwits user said that&nbsp;the reason Palantir, Nvidia, and Broadcom can pull the broader market higher together is structural, not emotional.&nbsp;<stembedurl>https://stocktwits.com/RICHMANETOR/message/643663136</stembedurl>Another bullish user said they are looking to buy more of the stock.&nbsp;<stembedurl>https://stocktwits.com/Market_Making_Mofo/message/643668389</stembedurl>Analysts expect the company to report a fourth-quarter (Q4) revenue of $1.34 billion and earnings per share (EPS) of $0.23, according to Fiscal AI data. Also,&nbsp;16 of 27 analysts covering the stock recommend a ‘Hold’ on the shares, seven rate it ‘Buy’ or higher, and four rate it ‘Sell’ or lower, according to Koyfin data.&nbsp;In December, Palantir launched Chain Reaction, an operating system that will work with energy companies, grid operators, data center developers, and infrastructure builders to modernize power plants to speed up new energy and computing projects.PLTR stock has gained over 80% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/oracle-bond-offering-funding-ai-cloud-infrastructure/cZbgYA1R4ki">ORCL Stock In Focus As Tech Giant Reportedly Launches Bond Offering To Cover Half Of 2026 Funding Needs</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Palantir Technologies logo is displayed on a mobile phone in this photo illustration in Brussels, Belgium, on August 6, 2025.

Palantir Gains Analyst Upgrade Ahead Of Earnings On Commercial, Government Projects Momentum

According to William Blair, Palantir’s commercial operations are maintaining strong growth, and the company continues to see substantial engagement from U.S. government agencies.

Equity

According to William Blair, Palantir’s commercial operations are maintaining strong growth, and the company continues to see substantial engagement from U.S. government agencies.


<ul class="summary-bullets"><li>Oracle plans to issue the bonds in a single tranche, and the offering may be divided into up to eight parts.</li><li>Bond maturities shall range from three to 40 years.</li><li>On Sunday, the company announced its plan to raise $45 billion to $50 billion in total funding through a combination of debt and equity instruments.</li></ul>Oracle Corp. (ORCL) has reportedly launched a major U.S. dollar bond offering, expected to be in the range of $20 billion to $25 billion.&nbsp;Earlier, the company announced it was looking to raise between $45 billion and $50 billion through a mix of debt and equity sales to ramp up its cloud business. infrastructure capabilities.<h2 class="st-heading-2">Debt Structure</h2>According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-02-02/oracle-kicks-off-8-part-dollar-bond-sale-amid-ai-borrowing-push">report</a>, the bond issuance, projected to total roughly $20 billion to $25 billion, will cover about half of Oracle’s 2026 financing needs. The remaining planned funding will come from equity-linked and common stock sales, signaling a multi-pronged strategy to support growth initiatives.<a href="https://stocktwits.com/symbol/ORCL">Oracle stock</a> traded over 3% higher on Monday morning. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory while message volume shifted to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_02_091944_png_b2a93bce82.webp" alt="PLTR’s Sentiment Meter and Message Volume as of 09:45 a.m. ET on Feb. 2, 2026 | Source: Stocktwits" width="930" height="99"><figcaption>PLTR’s Sentiment Meter and Message Volume as of 09:45 a.m. ET on Feb. 2, 2026 | Source: Stocktwits</figcaption></figure>The stock saw 641% increase in retail chatter over 24 hours as of Monday morning. The bond’s maturities range from three to 40 years, the report stated.&nbsp;<h2 class="st-heading-2">Strategic Rationale</h2>The move reflects Oracle’s effort to finance the expansion of AI-driven cloud services for major clients. The company previously raised $18 billion in September 2025, after cementing a $300 billion contract with OpenAI.&nbsp;&nbsp;On Sunday, the company announced its plan to raise $45 billion to $50 billion in total funding through a combination of debt and equity instruments.“Oracle is raising money in order to build additional capacity to meet the contracted demand from our largest Oracle Cloud Infrastructure customers, including AMD, Meta, NVIDIA, OpenAI, TikTok, xAI and others,” the company stated.&nbsp;Oracle’s approach comes amid an increasingly competitive cloud landscape, with rivals such as Microsoft (MSFT) and Amazon.com (AMZN) also investing heavily in infrastructure.&nbsp;ORCL stock has declined by over 1% in the last 12 months.&nbsp; Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/verizon-rexecutive-shakeup-service-outages-rival-pressure/cZbgVYGR4k9">Verizon Reportedly Considers Executive Shakeup Amid Service Outages And Rival Pressure</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Oracle logo is displayed on a mobile phone with the company's branding seen in the background in this photo illustration.

ORCL Stock In Focus As Tech Giant Reportedly Launches Bond Offering To Cover Half Of 2026 Funding Needs

According to a Bloomberg report, the bond issuance, projected to total roughly $20 billion to $25 billion, will cover about half of Oracle’s 2026 financing needs.

<ul class="summary-bullets"><li>Canaccord reduced its price target to $200 from $224, maintaining a ‘Buy’ rating.</li><li>KeyBanc said ServiceNow’s projected organic subscription growth of 18.5% to 19% for 2026 is insufficient to completely ease investor concerns.</li><li>JPMorgan also trimmed its price target and emphasized that the company’s cost-efficiency measures are resonating positively amid challenging market conditions.</li></ul>ServiceNow Inc. (NOW) has seen a flurry of price target adjustments from major Wall Street firms following its fourth-quarter (Q4) earnings.&nbsp;Despite delivering strong fourth-quarter results, the stock’s valuation and growth outlook have prompted cautious guidance from several firms. The company reported a Q4 revenue of $3.568 billion and earnings per share (EPS) of $0.92, both exceeding the analysts’ consensus estimates of $3.529 billion and $0.87, respectively, according to FiscalAI data.&nbsp;<a href="https://stocktwits.com/symbol/NOW">ServiceNow stock</a> traded over 9% lower in Thursday’s premarket.&nbsp;<h2 class="st-heading-2">Analyst Rationale&nbsp;</h2>Canaccord reduced its price target to $200 from $224, maintaining a ‘Buy’ rating. The firm described Q4 as solid, noting that results were comparable or slightly better than the previous quarter, which had already been viewed positively, yet the stock’s recent pullback has made it appear more attractive.Similarly, KeyBanc lowered its price target to $115 from $155, keeping an ‘Overweight’ rating. The firm cited ServiceNow’s projected organic subscription growth of 18.5% to 19% for 2026 as insufficient to completely ease investor concerns, signaling caution despite decent underlying performance.JPMorgan also trimmed its target to $195 from $215, maintaining an ‘Overweight’ stance. The firm highlighted ServiceNow’s Q4 beat and emphasized that the company’s cost-efficiency measures are resonating positively amid challenging market conditions, providing confidence in its operational discipline even during slower-growth periods.<h2 class="st-heading-2">How Are Retail Traders Reacting</h2>On Stocktwits, retail sentiment around the stock changed to ‘extremely bullish’ from ‘bullish’ territory the previous day. Message volume shifted to ‘extremely high’ from ‘high’ levels in 24 hours.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_29_075359_png_feb5d6f03e.webp" alt="NOW’s Sentiment Meter and Message Volume as of 07:30 a.m. ET on Jan. 29, 2026 | Source: Stocktwits" width="924" height="102"><figcaption>NOW’s Sentiment Meter and Message Volume as of 07:30 a.m. ET on Jan. 29, 2026 | Source: Stocktwits</figcaption></figure>A Stocktwits user suggested buying the stock when the price is lower.&nbsp;<stembedurl>https://stocktwits.com/MX_Trader/message/643255992</stembedurl>Another bullish user said that AI will enhance the operations of companies like ServiceNow.&nbsp;<stembedurl>https://stocktwits.com/Ciprian99/message/643254246</stembedurl>NOW stock has declined by over 43% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/meta-q4-earnings-beat-fuels-new-price-target-hikes-on-ai-ad-growth-optimism/cmyiBTzR4KS">Meta Q4 Earnings Beat Fuels New Price Target Hikes On AI, Ad Growth Optimism</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of ServiceNow Inc. 

NOW Stock Falls 9% After Q4 Beat: Why Have Analysts Cut Price Targets?

Canaccord noted that results were comparable or slightly better than the previous quarter, which had already been viewed positively, yet the stock’s recent pullback has made it appear more attractive.

ServiceNow Earnings Beat Fails To Calm Growth Fears, Analysts Cut Price Targets

Canaccord noted that results were comparable or slightly better than the previous quarter, which had already been viewed positively, yet the stock’s recent pullback has made it appear more attractive.


<ul class="summary-bullets"><li>Needham raised its 2026 e-commerce revenue forecast from $1.05 billion to $1.45 billion.</li><li>The firm noted that AppLovin’s share price has recently retreated from its peak a month ago, presenting a potential buying opportunity for investors.</li><li>Needham also highlighted the potential for upside beyond current projections, suggesting that AppLovin could follow a growth trajectory similar to TikTok's.</li></ul>AppLovin (APP) has received a bullish upgrade from Needham, which raised its rating to ‘Buy’ from ‘Hold’ and set a $700 price target, reflecting renewed confidence in the company’s e-commerce growth potential for 2026.&nbsp;The price target implies a potential 33% upside from the company’s Friday closing price.&nbsp;<h2 class="st-heading-2">Revenue Growth Outlook</h2>The move comes after Needham observed strong performance in AppLovin’s e-commerce segment, particularly driven by its self-service advertising platform. The firm raised its 2026 e-commerce revenue forecast from $1.05 billion to $1.45 billion, citing increased advertiser adoption and higher spending that could offset the usual seasonal dip in the first quarter.&nbsp;<a href="https://stocktwits.com/symbol/APP">AppLovin stock</a> traded over 5% higher on Monday morning. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory while message volume changed to ‘high’ from ‘extremely high’ levels in 24 hours.&nbsp;The firm noted that AppLovin’s share price has recently retreated from its peak a month ago, presenting a potential buying opportunity for investors. Needham also highlighted the potential for upside beyond current projections, suggesting that AppLovin could follow a growth trajectory similar to TikTok in the e-commerce and digital advertising spaces.<h2 class="st-heading-2">Fourth-Quarter Earnings&nbsp;</h2>The company is scheduled to report its fourth-quarter earnings on February 11 and expects revenue in the range of $1.57 billion and $1.6 billion. Analysts see a revenue of $1.61 billion and earnings per share of $2.95.&nbsp;Founded in 2012, AppLovin specializes in mobile advertising technology and software solutions for app developers. Its platform connects advertisers with consumers through programmatic campaigns while enabling app publishers to monetize effectively.&nbsp;However, last week, Capitalwatch released a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.capitalwatch.com/">report</a> accusing AppLovin’s main shareholders, Hao Tang and Ling Tang, of using the company to move large amounts of illegal money. The report claimed that criminal groups paid AppLovin huge advertising fees through its AXON and Array systems to launder illicit funds.&nbsp;APP stock has gained over 58% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/inmd-stock-jumped-today-what-is-powering-the-rally/cmy7tBNR4h4">INMD Stock Jumped Nearly 13% Today – What’s Powering The Rally?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, the AppLovin Corporation logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

AppLovin Stock Gets A Needham Upgrade – Why Does The Firm See A 33% Upside Potential For The Stock?

Needham said it observed strong performance in AppLovin’s e-commerce segment, particularly driven by its self-service advertising platform.

<ul class="summary-bullets"><li>Phillip Securities launched coverage on Palantir with a ‘Buy’ rating.</li><li>The firm stated that Palantir’s long-term growth prospects hinge on expanding product demand and a market that remains largely untapped.&nbsp;</li><li>Palantir is expected to report fourth-quarter earnings on February 2.</li></ul>Palantir Technologies Inc. (PLTR) drew investor focus on Thursday after Phillip Securities launched coverage with a bullish outlook, assigning a ‘Buy’ rating and a $208 price target.&nbsp;The target implies a potential 26% upside to Palantir’s closing price as of Wednesday.&nbsp;Phillip Securities stated that Palantir’s long-term growth prospects hinge on expanding product demand and a market that remains largely untapped.&nbsp;Palantir has captured only a tiny portion of its potential revenue pool, accounting for about 2.4% of a $119 billion opportunity identified in 2020, leaving room for sizeable expansion if adoption accelerates in commercial and government sectors, the firm added.&nbsp;&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2><a href="https://stocktwits.com/symbol/PLTR">Palantir stock</a> traded over 1% higher in Thursday’s premarket. On Stocktwits, retail sentiment around the stock jumped to ‘bullish’ from ‘neutral’ territory the previous day. Message volume changed to ‘high’ from ‘normal’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_22_092031_png_86f1f1cc67.webp" alt="PLTR’s Sentiment Meter and Message Volume as of 09:00 a.m. ET on Jan. 22, 2026 | Source: Stocktwits" width="935" height="107"><figcaption>PLTR’s Sentiment Meter and Message Volume as of 09:00 a.m. ET on Jan. 22, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Deals At Davos&nbsp;</h2>On Wednesday, Palantir signed several deals&nbsp;at the World Economic Forum (WEF) meeting in Davos, Switzerland. The company has partnered with U.K.-based AI company Sovereign AI (S-AI) and Accenture to develop advanced sovereign AI data centers across Europe, the Middle East, and Africa, with plans to expand into the Asia-Pacific region.&nbsp;Additionally, Palantir also strengthened its agreement with HD Hyundai. The partnership broadens the use of Palantir’s Foundry and AI Platform across shipbuilding, energy, construction equipment, robotics, and marine services.Last week, Citi upgraded the stock to ‘Buy’ from ‘Neutral’ and lifted its price target to $235, citing expectations for much higher consensus forecasts in 2026, according to The Fly. The bank pointed to faster enterprise adoption and rising defense spending as major growth drivers.Palantir is expected to report fourth-quarter earnings on February 2. Analysts see a revenue of $1.34 billion and earnings per share (EPS) of $0.23, according to Fiscal AI data.&nbsp;PLTR stock has gained 115% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-glsi-stock-surging-premarket-today/cmUzwq3R4QY">Why Did Greenwich LifeSciences Stock Soar Pre-Market Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Palantir’s AI Potential Spurs New Buy Call From Phillip Securities – Firm Sees 26% Upside Potential

Palantir has captured only a tiny portion of its potential revenue pool, accounting for about 2.4% of a $119 billion opportunity identified in 2020, the firm said.

Software Stocks: From Market Leaders to AI Victims

After a decade of growth and soaring stock prices, the software industry is being disrupted by artificial intelligence.

Traders work on the floor of the New York Stock Exchange during morning trading on January 06, 2026 in New York City. (Photo by Michael M. Santiago/Getty Images)

 From Intuit To Adobe To Salesforce, SaaS Stocks Stumble As AI Fears Trigger Selloff — Retail Eyes Selective Bets

Shares Expanded Tech-Software Sector ETF (IGV) fell 6.4% last week.

<ul class="summary-bullets"><li>As per a Reuters report, the bondholders who purchased $18 billion of the company’s notes issued in Sept. 2025, were blindsided when the company went back for another $38 billion of ‍loans just seven weeks later.</li><li>The Sept. 2025 bond sale came just two weeks after ‍Oracle signed a $300 billion deal with OpenAI to provide computing power over about five years.&nbsp;</li><li>Meanwhile, technology companies in the U.S. declined on Tuesday.</li></ul>Shares of Oracle Corp. (ORCL) slumped over 5% on Wednesday after a bondholder lawsuit that claimed suffering losses over the company’s failure to disclose the need to issue substantial debt to scale its artificial intelligence infrastructure.The slump in <a href="https://stocktwits.com/symbol/ORCL">ORCL shares</a> came amid a broader decline of tech stocks, with the tech-heavy Nasdaq 100 declining over 1.5% at the time of writing.<h2 class="st-heading-2">Lawsuit Details</h2>The proposed lawsuit, filed in a New York state court in Manhattan, according to a Reuters <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/sustainability/boards-policy-regulation/oracle-sued-by-bondholders-over-losses-tied-ai-buildout-2026-01-14/">report</a>, was on ​behalf of bondholders who purchased $18 billion of notes and bonds that the company issued in Sept. 2025.The bond sale came just two weeks after ‍Oracle signed a $300 billion deal with OpenAI to provide computing power over about five years. The investors claimed they were blindsided when the company went back for another $38 billion of ‍loans just seven weeks later to bankroll two additional data centers to support the OpenAI agreement.The complaint held the company, ​chairman and co-founder Larry Ellison, former CEO Safra Catz, Chief Accounting Officer Maria Smith, and Oracle’s underwriters strictly liable for false and misleading statements in the $18 billion debt sale’s offering documents, as per Reuters.The bondholders are seeking unspecified damages, as per the report.<h2 class="st-heading-2">Tech Selloff</h2>Meanwhile, technology companies declined on Tuesday.Chip stocks like Broadcom Inc. (AVGO), Nvidia Corp. (NVDA), and Micron Technology (MU) fell over 4.5%, 1.8% and 2% respectively amid a broader sell off.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around ORCL shares remained in the ‘bearish’ territory over the past day amid ‘low’ message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_15_at_1_45_05_AM_png_5d3a69db14.webp" alt="On Stocktwits, retail sentiment around ORCL shares remained in the ‘bearish’ territory over the past day amid ‘low’ message volumes." width="1284" height="155"></figure>&nbsp;Shares of ORCL have gained over 22% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

Why Is ORCL Stock Falling Today?

Oracle faced a bondholder lawsuit on Wednesday that claimed suffering losses over the company’s failure to disclose the need to issue substantial debt to scale its artificial intelligence infrastructure.

<ul class="summary-bullets"><li>In a detailed analysis spanning 24 hours from January 5 to January 6, deepfake researcher Genevieve Oh monitored the @Grok feed on X.</li><li>The research found that roughly 6,700 images per hour were flagged as nudifying or sexually suggestive.</li><li>Officials in Europe, India, and Malaysia have opened probes into X after a surge in nonconsensual intimate images.</li></ul>Elon Musk’s social media platform X has recently emerged as a major site for an unprecedented flood of AI-generated&nbsp;non-consensually undressed images, according to a third-party review of content tied to its built-in chatbot, Grok.&nbsp;According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-01-07/musk-s-grok-ai-generated-thousands-of-undressed-images-per-hour-on-x">report</a>, research found the volume of sexually suggestive and “undressed” visuals posted publicly on the network was far higher than on other major sites for similar content during the same period.<h2 class="st-heading-2">Massive Output From Grok AI</h2>In a detailed analysis spanning 24 hours from January 5 to January 6, deepfake researcher Genevieve Oh monitored the @Grok feed on X and found that roughly 6,700 images per hour were flagged as nudifying or sexually suggestive, dwarfing the average of about 79 such images per hour seen on the next busiest platforms, the report said.The scale of the content has prompted sharp criticism from experts and regulators over the social network’s handling of generative technology.The report cited Brandie Nonnecke, senior director of policy at Americans for Responsible Innovation, who said that Grok has far fewer safeguards than other major chatbots and allows users to create sexual images of real people, even children, with little restriction.<h2 class="st-heading-2">Regulators Step In</h2>According to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/01/05/india-eu-investigate-musks-x-after-grok-created-deepfake-child-porn.html">repor</a>t, the concerns follow recent updates to Grok Imagine, which allow users to generate images more easily from text prompts. Safety advocates say those changes coincided with a sharp increase in manipulated images derived from real photos and videos.Officials in Europe, India, and Malaysia have opened probes into X after a surge in nonconsensual intimate images, said the report.&nbsp;At a Monday press briefing, European Commission spokesperson, Thomas Regnier said the agency is “very seriously looking into this matter” and knows that X and Grok have introduced a spicy mode displaying explicit sexual content.&nbsp;“This is not ‘spicy,’” Regnier said. “This is illegal. This is appalling. This is disgusting. This is how we see it, and this has no place in Europe.”Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/one-stream-stock-faces-wave-of-analyst-downgrades-as-hg-capital-deal-caps-upside/cmxyUjVR4ct">OneStream Stock Faces Wave Of Analyst Downgrades As Hg Capital Deal Caps Upside</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A smartphone displays the Grok logo while resting on a computer keyboard.

Grok AI Is In The Spotlight Today – This Time Not For A Good Reason

According to a Bloomberg report, research found the volume of sexually suggestive and “undressed” visuals posted publicly on the X platform was far higher than on other major sites.

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