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AST Spacemobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an extensive IP and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is facing significant market volatility after a Blue Origin launch failed to place the BlueBird 7 satellite into its intended orbit. While the company maintains that insurance will cover the loss and that their broader deployment roadmap remains intact, the community is actively debating whether this represents an isolated technical setback or a sign of deeper risks regarding launch provider reliability and execution timelines.

Compass Pathways Plc is a biotechnology company, which provides mental health care services. It focuses on improving the lives of those who are suffering with mental health challenges and who are not helped by current treatments. The company was founded by Goldsmith George Jay and Malievskaia Ekaterina in 2016 and is headquartered in London, the United Kingdom.

Compass Pathways Plc - ADR

COMPASS Pathways

Compass Pathways is trending as market sentiment strengthens following recent clinical progress and anticipation of pending Phase 3 data releases, fueling speculation about the company's path to potential FDA approval. Investors are actively discussing the firm's competitive position within the psychedelic-assisted therapy sector and its overall capital runway, with community focus zeroing in on key upcoming regulatory milestones.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvell Technology is trending as a high-conviction AI infrastructure play, fueled by a potential custom chip partnership with Google and sustained momentum from the semiconductor sector's recovery. Community discussion remains focused on its role as a backbone for AI inference and data center growth, with traders closely monitoring its technical breakout and institutional volume.

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 is experiencing extreme volatility and intense community debate as investors weigh strong underlying product stickiness against fears of AI disruption and competitive pressure from new design tools. While many users and long-term believers dismiss the AI threat as overblown and view the current price as a generational buying opportunity, others are actively shorting the stock, citing ongoing concerns about insider share unlocks, margin compression, and the rapid pace of AI-native software development.

Newcourt Acquisition Corp. is a blank check company, which engages in the purpose of effecting a merger, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses. The company was founded on February 25, 2021 and is headquartered in Oakland, CA.

Psyence Biomedical Ltd.

Psyence Biomedical is generating intense community interest driven by a presidential executive order aimed at fast-tracking FDA reviews and research funding for psychedelics like ibogaine. Traders are debating a potential short squeeze, highlighting the company's thin float and GMP-compliant ibogaine supply chain as key catalysts while others warn of volatility and event-driven speculation.

Vanguard Index Funds - Vanguard S&P 500 ETF

Vanguard S&P 500 ETF

Investors are actively debating the long-term impact of escalating geopolitical tensions in the Middle East, with sentiment swinging between fears of a recession and opportunism for adding to long-term positions. The community remains divided on whether current market volatility represents a temporary correction or a deeper shift, while many continue to emphasize the importance of dollar-cost averaging into core holdings like VOO to navigate the noise.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global is currently seeing significant community interest driven by a combination of strong fundamental growth and market volatility, as investors weigh the company's proprietary data moat and 18 consecutive earnings beats against broader SaaS sector concerns. While some traders are focused on short-term technical resets and price fluctuations in a volatile market, long-term bulls remain focused on the company's AI-driven marketing expansion and consistent revenue growth as key catalysts for future valuation re-rating.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: Cybersecurity, Internet of Things (IoT), and Licensing and Other. The Cybersecurity segment includes the brand Cylance, BlackBerry Spark, AtHoc, and SecuSUITE. The IoT segment focuses on software licenses, support, maintenance, and professional services. The Licensing and Other segment involves the intellectual property licensing arrangements and settlement awards. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry is attracting attention as investors anticipate the upcoming earnings report, with community focus on the potential for strong fiscal 2027 revenue guidance and a significant expansion in QNX royalty backlog. Shareholders are actively debating the company's long-term value, highlighting its growing presence in software-defined vehicles and the strategic integration of its security technology across automotive and robotics sectors.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

Sellas Life Sciences is trending as investors focus on the pivotal upcoming REGAL Phase 3 trial data, with community discourse heavily debating the trial's survival plateaus and potential for a significant short squeeze. Market participants are increasingly focused on the intersection of options expiration activity, pending AACR conference presentations on the SLS009 platform, and speculation regarding a potential buyout.

Occidental Petroleum Corp. engages in the exploration and production of oil and natural gas. It operates through the following segments: Oil and Gas, Chemical, and Midstream and Marketing. The Oil and Gas segment explores for, develops and produces oil and condensate, natural gas liquids, and natural gas. The Chemical segment manufactures and markets basic chemicals and vinyls. The Midstream and Marketing segment purchases, markets, gathers, processes, transports and stores oil, condensate, natural gas liquids, natural gas, carbon dioxide, and power. The company was founded in 1920 and is headquartered in Houston, TX.

Occidental Petroleum Corp.

Occidental Petroleum is drawing significant investor interest as energy markets remain sensitive to geopolitical instability, particularly reports of restricted transit through the Strait of Hormuz. While the broader community is actively debating the sustainability of the current price action and the impact of potential diplomatic interventions on long-term production, traders are closely monitoring institutional call flow and structural resistance levels.

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<ul class="summary-bullets"><li>Counterpoint Research said China’s smartphone shipments fell 4% year over year in Q1 2026 due to memory shortage and cost pressures.&nbsp;</li><li>Apple’s higher-end pricing helped it better withstand rising component costs than rivals with lower margins.&nbsp;</li><li>Bank of America reaffirmed its positive outlook on Apple, calling the iPhone maker the “highest quality name” in its coverage universe.&nbsp;</li></ul>China’s smartphone market started 2026 under pressure as supply constraints and rising component costs weighed on demand. However, Apple Inc. (AAPL) emerged as the standout performer, posting a 20% year-over-year increase in shipments and securing the fastest growth rate among major brands.According to Counterpoint Research, China’s smartphone shipments declined 4% YoY in the first quarter of 2026, reflecting weaker demand and cost pressures linked to memory shortages.&nbsp;<h2 class="st-heading-2">Apple Bucks The Trend&nbsp;</h2>Strong demand for Apple’s iPhone 17 lineup, combined with targeted promotions and subsidy eligibility, helped the company expand its share. Its premium pricing structure also allowed it to absorb rising component costs more effectively than lower-margin competitors.Xiaomi Corp. faced the steepest decline among major players, with shipments falling 35% as cautious pricing strategies and weaker flagship performance weighed on sales.<blockquote>“Rising component costs are already driving up retail prices, affecting both legacy models and the launch prices of new devices. This trend is expected to keep the Chinese smartphone market under significant pressure through the second quarter.”-Ivan Lam, Senior Analyst, Counterpoint Research&nbsp;</blockquote><a href="https://stocktwits.com/symbol/AAPL">Apple stock</a> traded over 1% higher on Friday. 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_04_17_091709_png_8498912033.webp" alt="AAPL’s Sentiment Meter and Message Volume as of 09:45 a.m. ET on Apr.17, 2026 | Source: Stocktwits" width="929" height="106"><figcaption>AAPL’s Sentiment Meter and Message Volume as of 09:45 a.m. ET on Apr.17, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">What Did Bank of America Say?&nbsp;</h2>According to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/04/17/friday-stock-calls-by-analyst-include-nvidia-apple-netflix-affirm.html">report</a>, Bank of America reiterated its bullish stance on Apple, describing the iPhone maker as the “highest quality name” in its coverage universe.&nbsp;“We continue to view AAPL as a high-quality compounder despite underperformance YTD vs. S&amp;P, supported by resilient Services growth and a healthy product cycle,” the firm said.&nbsp;According to a Wall Street Journal&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/tech/personal-tech/apple-mac-mini-supply-3e7a7509">report</a>, the surge of interest in locally run artificial intelligence tools has unexpectedly turned Apple’s compact Mac Mini into one of the most sought-after desktop computers.&nbsp;AAPL stock has declined by over 1% lower year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rklb-lunr-fly-analyst-sees-upside-for-lunar-boom-drives-fresh-optimism-for-space-players/cZJU8HRRIxM">RKLB, LUNR, FLY – Analyst Sees Upside For These Stocks As Lunar Boom Drives Fresh Optimism For Space Players</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A pedestrian looks at a smartphone while walking past an Apple Store featuring an iPhone 17 Pro advertisement inside a shopping mall in Shenzhen, China. (Photo by Cheng Xin/Getty Images)

Apple’s China Surge Shows Pricing Power Matters In A Supply Crunch – Retail Bulls Take Notice 

Strong demand for the iPhone 17, along with promotions and subsidies, boosted Apple’s market share. 

Equity

Strong demand for the iPhone 17, along with promotions and subsidies, boosted Apple’s market share. 


<ul class="summary-bullets"><li>In an interview with Stocktwits, QUBT chairman and CEO Yuping Huang said Anthropic’s Claude Mythos did not reveal “anything new” but should be a push to address quantum threats faster.</li><li>According to him, the broader industry needs to come together in order to increase adoption and bring quantum technology to real world applications.&nbsp;</li><li>He said QUBT expects accelerated adoption of its products and stronger revenue performance starting in 2026.</li></ul>Quantum Computing Inc. (QUBT) Chairman and chief executive Yuping Huang told Stocktwits that the extent of vulnerabilities found by Anthropic’s Claude Mythos isn’t a surprise, but should spark “urgency” for the ecosystem to adopt quantum communication technology at a larger scale very soon."I don't think it revealed anything new,” Huang told Michele Steele in an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://youtu.be/OKvhRnCfJdo?si=IPHjHAc4_ErEn2QH">exclusive interview</a> with Stocktwits. “We all know there are fundamental security issues with current encryption methods, especially under the attack of quantum computers.”<a href="https://stocktwits.com/symbol/QUBT">QUBT’s stock</a> rose over 18% in midday trade on Wednesday, on track to close at an over two-month high in a&nbsp;<a href="https://stocktwits.com/news-articles/default/5/rgti-ionq-qbts-qubt-xndu-stocks-surge-on-nvidia-quantum-push/cZJt1ijRIwK">four-day rally</a>. Retail sentiment around the company on Stocktwits jumped to ‘extremely bullish’ from ‘neutral’ over the past day, chatter rose to ‘extremely high’ from ‘high’ levels. Platform data showed a 321% increase in message volume in the last 24 hours.<blockquote>“I think over the past few years, we have certainly seen wonderful progress, but there is still a gap between the technology and wide adoption.”– Dr.Yuping Huang, Chief Executive Officer And Chairman, Quantum Computing Inc.</blockquote><h2 class="st-heading-2">‘Urgent’ To Build A Larger Quantum Ecosystem</h2>Anthropic's Claude Mythos Preview said it found thousands of high-severity vulnerabilities in every major operating system and web browser. The Amazon (AMZN)-backed startup was so worried about the damage Mythos could cause that it refused to release it publicly until there are safeguards to control its most dangerous capabilities. Coinbase (COIN) and Binance (BNB) are&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/anthropic-mythos-triggers-scramble-among-coinbase-binance-report/cZJth2LRIw9">reportedly</a> in talks with Anthropic to prepare for Mythos’ launch.According to Huang, Anthropic’s Mythos is a reminder that the existing ecosystem isn’t really that secure and an opportunity to build a “larger ecosystem” that goes beyond quantum computing companies. He said that partnerships across different sectors would allow for real world quantum-based network security technology applications.“I believe that this offers us an opportunity to rethink what the timeline for wide adoption should be and what we should do now in order to address these critical challenges before they become huge problems that none of us can solve,” Huang stated. “I do feel the urgency that we need to start to adopt quantum communication technology at a larger scale very soon."&nbsp;<h2 class="st-heading-2">QUBT Sees Faster Roadmap Execution</h2>Huang said recent acquisitions, including Luminar Semiconductor and NuCrypt, have strengthened the company’s ability to execute on its roadmap.While the overall strategy remains unchanged, he said the added capabilities could accelerate timelines. Huang expects increased adoption of the company’s quantum products and stronger revenue performance beginning in 2026, alongside the launch of new offerings.“We will also see a few opportunities that we could not have pursued, now become a reality,” he told Stocktwits. “So I hope that we can have a couple of new products to come out at the end of 2026. It's going to be very interesting.”Consensus estimates on Koyfin show the average price target on QUBT’s stock stands at $17.40, which represents a potential upside of 80% from current levels. Out of the five analysts covering the stock, three gave it a rating of ‘Buy’ while the other two recommended ‘Hold’. The shares have fallen over 8% year-to-date but gained nearly 40% in the last 12 months.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-dips-to-74-k-after-trump-claims-iran-war-is-close-to-over/cZJtOIKRIv6">Bitcoin Dips To $74K After Trump Claims Iran War Is ‘Close To Over’ – But Analyst Eyes Rally To $88K</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Quantum Computing, Quantum Physics, Quantum mechanics, Science, Technology. (Representative image courtesy of Just_Super via Getty Images)

EXCLUSIVE: QUBT CEO Says Anthropic's Mythos 'Doesn't Reveal Anything New' — But It Should Make Everyone Move Faster On Quantum Security

QUBT chairman and chief executive Yuping Huang told Stocktwits in an exclusive interview that Anthropic’s Claude Mythos preview should be a wake up call for the industry to rethink the timeline on wider adoption.

QUBT CEO Says Anthropic Mythos Demands ‘Urgent’ Quantum Security Push Now

QUBT chairman and chief executive Yuping Huang told Stocktwits in an exclusive interview that Anthropic’s Claude Mythos preview should be a wake up call for the industry to rethink the timeline on wider adoption.


<ul class="summary-bullets"><li>Terawulf said it intends to offer $800 million of common stock, with the underwriters granted a 30-day option to purchase up to an additional $120 million.</li><li>Proceeds are expected to finance a portion of the construction of a new data center at its Hawesville, Kentucky site.&nbsp;</li><li>The company also said that it expects first quarter (Q1) revenue between $30 million and $35 million, below an analyst estimate of $39.17 million.</li></ul>Shares of TeraWulf Inc. (WULF) fell 7% in after-hours trading Tuesday after the company announced a large common stock offering to fund data-center expansion and released preliminary first-quarter 2026 financial results.The data center infrastructure operator closed the regular session up nearly 8% at $20.95, hitting a fresh 52-week high. In extended trading, the stock dropped as low as $19.12, before tempering some losses.<h2 class="st-heading-2">Stock Offering</h2>The company said it intends to offer $800 million of common stock, with the underwriters granted a 30-day option to purchase up to an additional $120 million.Proceeds are expected to finance a portion of the construction of a new data center at its Hawesville, Kentucky site and to support future site acquisitions, and fund general corporate purposes, the company said.<h2 class="st-heading-2">Preliminary Results</h2>Separately, TeraWulf also said that it expects first quarter (Q1) revenue between $30 million and $35 million, below an analyst estimate of $39.17 million, and adjusted core profit between $0 million and $3 million, lower than Wall Street estimates of $4.86 million. The company ended March with $3.1 billion in cash, cash equivalents and restricted cash, and total debt of $5.8 billion.More than 50% of first-quarter revenue came from contracted high-performance computing (HPC) hosting, a shift the company said will accelerate as additional capacity comes online throughout 2026.TeraWulf also disclosed it has received allocations for a new revolving credit facility of up to $250 million, maturing in April 2030, which it said will enhance liquidity and support working capital. The company believes its strengthened balance sheet gives it sufficient capital to fund the equity component of the Kentucky data-center project and support other near term capital requirements.“Our preliminary results reflect a business that has effectively transitioned to long-term, credit-enhanced revenues,” said CFO Patrick Fleury. “With more than 50% of first quarter 2026 revenue derived from HPC hosting, and additional compute capacity expected to come online in the second quarter and throughout the remainder of the year, we expect our revenue mix to continue shifting toward stable, contracted HPC hosting revenues backed by investment-grade counterparties.”Terawulf is expected to report its full Q1 results in May.<h2 class="st-heading-2">How Did Retail Traders React?</h2>On Stocktwits, retail sentiment around WULF stayed within the ‘extremely bullish’ territory over the past 24 hours, while message volume remained at ‘extremely high’ levels.<a href="https://stocktwits.com/symbol/WULF">WULF stock</a> has gained about 748% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/pharma-bro-martin-shkreli-defends-revolution-medicines-pancreatic-cancer-study-data-progress-compounds/cZJq07vRIv9">‘Pharma Bro’ Martin Shkreli Defends Revolution Medicines’ Pancreatic Cancer Study Data: ‘Progress Compounds’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, the TeraWulf (Tera Wulf) logo is seen displayed on a smartphone screen.

Why Did WULF Stock Dive In Extended Trading After Hitting 52-Week High?

The data center infrastructure operator closed the regular session up nearly 8% at $20.95, hitting a fresh 52-week high. In extended trading, the stock dropped as low as $19.12. 

<ul class="summary-bullets"><li>Earlier this week, Anthropic unveiled Claude Managed Agents, a new tool to help developers build their own AI agents 10 times faster.&nbsp;</li><li>UiPath is a software company that provides automation tools for AI agents.&nbsp;</li><li>Meanwhile, retail traders on Stocktwits turned bullish on the stock, dismissing worries over Anthropic’s threat to the agentic AI company.</li></ul>Shares of UiPath Inc. (PATH) slid more than 5.7% on Friday, reaching an intraday 52-week low, as concerns over Anthropic’s agentic artificial intelligence tools announcement spooked markets.The company’s shares slid to $9.28 during trading hours, before closing up slightly at $9.38. The stock continued to decline in after-market hours.Meanwhile, retail traders on Stocktwits turned bullish on the stock, dismissing worries over Anthropic’s threat to the agentic AI company.<h2 class="st-heading-2">What Is Retail Saying?</h2>On Stocktwits, retail sentiment over PATH stock improved from ‘neutral’ to ‘bullish’ over the past 24 hours, while message volumes climbed from ‘low’ to ‘normal’ levels.One bullish user said that the selloff was “fearful and irrational,” adding that software companies like UiPath would integrate with agentic AI. The user added that while it would take time for that realization to impact markets, the payoff would ultimately be big.<stembedurl>https://stocktwits.com/NachoTheBull/message/649848732</stembedurl>Another user said that the company looked extremely “oversold.”<stembedurl>https://stocktwits.com/newguy1219/message/649853336</stembedurl>Another bullish user expressed disappointment that CEO Daniel Dines was not aggressively buying back the stock to improve share price and sentiment.<stembedurl>https://stocktwits.com/DizPlinTrading/message/649798117</stembedurl><h2 class="st-heading-2">What’s The Anthropic Connection?</h2>Earlier this week, Anthropic unveiled Claude Managed Agents, a new hosted service in the Claude Platform to build, deploy, and scale AI agents, making it easier for developers to build their own infrastructure 10 times faster.The company said that it would offer a secure cloud sandbox for executing code, managing long-running tasks, and handling tool orchestration, helping prototypes launch in days rather than months.The announcement, coupled with other launches from Anthropic, have led to deep selloffs in the software industry. UiPath is a software company that provides automation tools for AI agents.<a href="https://stocktwits.com/symbol/PATH/">PATH stock</a> has declined more than 40% so far this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/net-stock-heads-for-worst-drop-in-over-2-years-retail-goes-bottomfishing/cZJ0SLBRItM">NET Stock Heads For Worst Drop In Over 2 Years — Retail Goes Bottomfishing Amid Software Selloff</a>

The UiPath logo is seen displayed on a smartphone screen next to a keyboard. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

PATH Stock Slides To 52-Week Low Amid Anthropic Concerns — Retail Calls Selloff ‘Irrational’

UiPath shares slid to $9.28 during trading hours, before closing up slightly at $9.38. 

<ul class="summary-bullets"><li>The report stated that Thoma Bravo is among the potential buyers and has already expressed interest in acquiring Commvault in recent weeks.</li><li>Thoma Bravo co-founder Orlando Bravo stated during an interview at the World Economic Forum in Davos earlier this year that the firm is open to acquiring software companies amid a selloff, calling it a “huge buying opportunity.”</li><li>Commvault reported its third-quarter earnings on Jan. 27, 2026, beating Wall Street expectations, even though its stock took a beating and closed 31% lower.</li></ul>Commvault Systems Inc. (CVLT) shares hit a one-month high in Friday’s midday trade after a report stated that the company is exploring a sale.According to a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/commvault-explores-sale-after-takeover-interest-sources-say-2026-04-10/">report</a>, Commvault is working with Goldman Sachs to consider options after receiving takeover interest from multiple potential buyers.<a href="https://stocktwits.com/symbol/CVLT">Commvault shares</a> were up nearly 11% in Friday’s midday trade. Retail sentiment on Stocktwits around the company trended in the ‘bullish’ territory with message volumes at ‘high’ levels.<h2 class="st-heading-2">Thoma Bravo Among Potential Buyers</h2>The report stated that Thoma Bravo is among the potential buyers and has already expressed interest in acquiring Commvault in recent weeks. One of the sources stated that Thoma Bravo had previously made an offer, without specifying the price.Thoma Bravo co-founder Orlando Bravo stated during an interview at the World Economic Forum in Davos earlier this year that the firm is open to acquiring software companies amid a selloff, calling it a “huge buying opportunity.”Thoma Bravo is a Chicago-based private equity firm that focuses on acquiring enterprise software companies. The firm says it manages over $181 billion in assets for over 75 global software companies.<h2 class="st-heading-2">What Does Commvault Do?</h2>Commvault is a New Jersey-based company that offers cybersecurity and data protection services. Its customers include 3M, Sony, and Hilton, among others. The company helps its clients protect and recover data in the event of a cyberattack or ransomware attack, as well as system failures across cloud providers.Commvault reported its third-quarter earnings on Jan. 27, 2026, beating Wall Street expectations, even though its stock took a beating and closed 31% lower.Commvault reported earnings per share (EPS) of $1.17 on revenue of $314 million, beating Wall Street expectations of an EPS of $0.98 on revenue of $299 million, according to Fiscal.ai data.<a href="https://stocktwits.com/symbol/CVLT">CVLT stock</a> is down 30% year-to-date and 42% over the past 12 months. The Vanguard Information Technology Index Fund ETF (VGT) is up 46% over the past 12 months, while the Vanguard Small-Cap Index Fund ETF (VB) is up 34%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/pltr-stock-trump-endorses-palantir-war-fighting-capabilities/cZJ008SRIt8">Michael Burry Says He’s Still Short Palantir After Stock Sees Recovery Following&nbsp; Trump’s Endorsement</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Commvault Systems, Inc. logo is seen displayed on a smartphone screen.

CVLT Stock Hit A 1-Month High Today – What Drove The Rally?

According to a Reuters report, Commvault Systems is working with Goldman Sachs to consider options after receiving takeover interest from multiple potential buyers.

<ul class="summary-bullets"><li>Counterpoint Research said global smartphone shipments fell 6% year over year in the first quarter.</li><li>The shipments were strained by the limited availability of critical memory components, and weakened consumer demand was shaped by geopolitical uncertainty.</li><li>In Q1, Apple captured a 21% market share while expanding shipments by 5% compared to a year earlier.</li></ul>Apple Inc. (AAPL) took the lead in smartphone shipments for the first time ever in the first quarter, even as giants like Samsung and Xiaomi retreated under the weight of a global memory crunch.According to data from Counterpoint Research, the global smartphone industry opened 2026 on a weaker footing, as shipments fell amid supply disruptions and cautious consumer spending.&nbsp;<h2 class="st-heading-2">Apple Takes The Lead</h2>Worldwide smartphone shipments dropped 6% year over year in the first quarter, pressured by shortages of key memory components and a subdued buying environment influenced by geopolitical tensions, the research firm said.Manufacturers grappled with higher memory component costs and uneven demand, leading to adjustments across product lines and launch timelines.&nbsp;However, Apple has climbed to the top global position in Q1, capturing a 21% market share while expanding shipments by 5% compared to a year earlier. Strong demand for its latest iPhone lineup, combined with efficient supply chain management, helped the company navigate component shortages better than competitors, said the firm. Growth in major Asian markets, including China and India, further strengthened its position.<a href="https://stocktwits.com/symbol/AAPL">Apple stock</a> inched 0.6% higher in Friday’s premarket. 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_04_10_064912_png_bf51a3096d.webp" alt="AAPL’s Sentiment Meter and Message Volume as of 06:30 a.m. ET on Apr.10, 2026 | Source: Stocktwits" width="929" height="101"><figcaption>AAPL’s Sentiment Meter and Message Volume as of 06:30 a.m. ET on Apr.10, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Global Brands Under Pressure</h2>Samsung Electronics Co. slipped to second place with a 20% share after shipments declined 6% from a year earlier.Xiaomi held onto third place but recorded the steepest drop of 13% YoY among leading brands, with shipments falling due to its reliance on budget-conscious consumers. Meanwhile, OPPO and vivo maintained fourth and fifth positions, respectively, with relatively modest declines as they leaned on mid-range and premium segments to stabilize performance.<blockquote>“This decline in shipments is primarily driven by memory players prioritizing AI data centers over consumer electronics, leaving OEMs with compressed margins and forcing them to pass increased Bills of Material (BOM) costs directly to the consumer.”-Shilpi Jain, Senior Analyst, Counterpoint Research&nbsp;</blockquote>Jain added that limited component availability, combined with rising energy and transportation costs and economic unease linked to Middle East tensions, dampened consumer appetite for new devices, driving up interest in refurbished options and putting additional pressure on shipment volumes.AAPL stock has declined by over 4% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/eose-stock-jumped-explosive-revenue-guidance-record-shipments-battery-production/cZJW7hCRIs2">EOSE Stock Jumped 18% Today – Investors Cheer Explosive Revenue Guidance, Record Shipments And Expanding Battery Production</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Consumers are experiencing the iPhone 17 Standard Edition in an Apple smart home store in Shanghai, China on March 24, 2026. 

Apple Outperforms In Tough Q1 Even As Memory Crunch Drags Global Smartphone Shipments

Strong interest in its newest iPhone models, along with efficient supply operations, enabled the company to handle component constraints more effectively than its rivals.

The Zacks Analyst Blog Highlights MAGS, QQQ, VGT, XLK, SMH and FTEC

QQQ and other tech ETFs gain as Iran truce hopes ease risks to chips, data centers and AI, lifting sentiment despite fragile geopolitical backdrop.

Tech ETFs to Soar on "Fragile" Truce Hopes in Iran War?

Fragile ceasefire hopes may lift tech outlook: ETFs like VGT, SMH & FTEC may gain as Iran tensions ease and rate pressure softens.

<ul class="summary-bullets"><li>Aehr Test Systems reported Q3 earnings on Tuesday, posting quarterly bookings of $37.2 million, indicating a book-to-bill ratio of over 3.5x.&nbsp;</li><li>Lake Street raised its price target on AEHR stock to $56 from $50, while maintaining a ‘Buy’ rating on the stock.</li><li>Craig-Hallum also upgraded the stock to ‘Buy’ from ‘Hold’ with a $68 price target, indicating an upside potential of about 35% from the last closing price.</li></ul>Aehr Test Systems (AEHR) rallied more than 23% on Wednesday amid a series of upgrades from Wall Street analysts following its third-quarter (Q3) 2026 earnings results.The company reported net revenue of $10.3 million for the quarter, about 43.7% lower than the same period in the previous year, and also below analysts’ estimates of $10.85 million. The test solutions provider also missed earnings expectations.Despite the miss, Lake Street raised its price target on AEHR stock to $56 from $50, while maintaining a ‘Buy’ rating on the stock, according to Investing.com. Craig-Hallum also upgraded the stock to ‘Buy’ from ‘Hold’ with a $68 price target, indicating an upside potential of about 35% from the last closing price.<h2 class="st-heading-2">Street Consensus</h2>Lake Street said that while Aehr Test Systems missed revenue expectations, the strong bookings inflection was a pivotal point to consider. The analyst said that it believes the strong bookings momentum could prove its FY27 estimates to be conservative and continue to push the stock higher.Meanwhile, Craig-Hallum cited the company’s improving business momentum and significant growth opportunities over multiple business segments for its upgrade, as per TheFly.The firm said that it believes that over time, AEHR has single customers who could drive $100 million a year in revenue. As a result, Craig-Hallum said it is expecting a multi-year revenue opportunity of at least $200 million in annual revenue for the company.<h2 class="st-heading-2">AEHR Q3 Update</h2>Aehr Test Systems said that it had clocked quarterly bookings of $37.2 million, indicating a book-to-bill ratio of over 3.5x that highlighted strong customer demand across wafer-level burn-in (WLBI) and package-level burn-in (PLBI) applications. The company said that it expects bookings for the year to be on the high end of the previously stated range of $60 million to $80 million.<figure class="image"><img src="https://news.stocktwits-cdn.com/Aehr_Test_Systems_Quarterly_Bookings_jpg_f316afd3af.webp" alt="Aehr_Test_Systems_Quarterly_Bookings.jpg" width="1600" height="1134"><figcaption>AEHR Q3 bookings have soared | Source: Fiscal.ai</figcaption></figure>The company also reported a backlog as of Feb. 27 to be $38.7 million, significantly above previous quarters.<figure class="image"><img src="https://news.stocktwits-cdn.com/Aehr_Test_Systems_Quarterly_Backlog_jpg_5a54f754f1.webp" alt="Aehr_Test_Systems_Quarterly_Backlog.jpg" width="1600" height="1134"><figcaption>The company disclosed significant backlogs for Q3 | Source: Fiscal.ai</figcaption></figure><h2 class="st-heading-2">Retail Stance</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/AEHR">AEHR stock</a> was in the ‘bullish’ territory amid ‘extremely high’ message volumes at the time of writing.One bullish user pointed to the analysts’ upgrades, while adding that the company was becoming a key partner for the semiconductor sector.<stembedurl>https://stocktwits.com/Zero_C00L/message/649695898</stembedurl>AEHR stock has rallied more than 179% this year.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/inhd-stock-shot-up-today-what-s-driving-this-super-rally/cZJfbw0RIA7">INHD Stock Shot Up 180% Today – What’s Driving This Super Rally?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the AEHR Test Systems logo is displayed on a smartphone screen.

AEHR Stock Soars 23% Despite Lackluster Q3 Results — Why Is Wall Street Bullish?

Lake Street said that while Aehr Test Systems missed revenue expectations, the strong bookings inflection was a pivotal point to consider. 

<ul class="summary-bullets"><li>Microsoft has confirmed that the outage has been resolved now, and that service has been restored.</li><li>The company stated that it had identified an external service dependency that contributed to the issues across multiple Microsoft 365 services.</li><li>Earlier, users on Downdetector reported connectivity issues with Outlook on the desktop, while adding that they are also experiencing trouble connecting to the M365 admin center.</li></ul>Update: Microsoft Corp. (MSFT) services, including Microsoft 365, Outlook, Teams, Azure, and Store are now operating normally following an outage earlier on Wednesday, with error reports having plummeted on the service tracking website Downdetector.Service tracking website Downdetector showed a massive spike in Microsoft outage reports earlier in the day, with users flagging issues in accessing multiple services.<figure class="image"><img src="https://news.stocktwits-cdn.com/Microsoft_365_status_jpg_c115d22331.webp" alt="Microsoft 365 error reports on Downdetector" width="861" height="383"><figcaption>Microsoft 365 error reports on Downdetector | Downdetector</figcaption></figure>Earlier, users on Downdetector reported connectivity issues with Outlook on the desktop, while adding that they are also experiencing trouble connecting to the M365 admin center.Some users also stated that while Microsoft’s health status page did not reflect the outage, they were unable to log in to the admin page due to an “internal server error” issue.<a href="https://stocktwits.com/symbol/MSFT">Microsoft shares</a> were up nearly 2% in Wednesday morning’s trade. Retail sentiment on Stocktwits around the company trended in the ‘bearish’ territory at the time of writing.<h2 class="st-heading-2">Microsoft Confirms Issue Now Resolved</h2>An official Microsoft account on X&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/MSFT365Status/status/2041910595650203765">issued</a> an update, confirming that the issue with its services has now been resolved.“We've validated through service telemetry that our mitigation efforts were successful and service has been restored. Further details about the incident can be found in the admin center under MO1274150,” the company stated.<figure class="image"><img src="https://news.stocktwits-cdn.com/Microsoft_post_jpg_a63b84e5c1.webp" alt="Microsoft 365 Status post on X" width="581" height="177"><figcaption>Microsoft 365 Status post on X | @MSFT365Status/X</figcaption></figure>The tech giant stated in another post that it had identified an external service dependency that contributed to the issues across multiple Microsoft 365 services.<h2 class="st-heading-2">Other Recent Outages</h2>Microsoft 365 experienced another&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/is-microsoft-down-current-status/cZRtw5dR4yV">outage</a> in March 2026, with the company confirming the reports and flagging the gateway timeout errors preventing users from logging in to its services.Other services like social media platform X, OpenAI’s ChatGPT, and Yahoo have also faced outages recently. X faced multiple outages in March, February, and January this year, while ChatGPT faced issues&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/is-chatgpt-down-openai-investigating/cLPVTsuRE7h">in November</a> due to an issue at Cloudflare Inc. (NET).<a href="https://stocktwits.com/symbol/MSFT">MSFT stock</a> is down 22% year-to-date, but up 7% over the past 12 months. The Vanguard Information Technology Index Fund ETF (VGT) is up 57% over the past 12 months, while the iShares S&amp;P 500 Growth ETF (IVW) is up 44%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ktos-stock-gains-kratos-447m-contract-space-systems/cZJfbMbRIA4">Kratos Bags Contract Worth A Third Of Its Fiscal 2025 Revenue – KTOS Stock Takes Off In Opening Trade</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Screens show the logo of Microsoft and its AI service Copilot. 

Microsoft 365, Teams, Outlook, Azure And Other Services Recover After An Outage

Service tracking website Downdetector showed a massive spike in Microsoft outage reports earlier in the day, with users flagging issues in accessing multiple services.

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