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NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA ($NVDA) is trending as investors brace for the company's earnings report, with mixed sentiment prevalent in community discussions. While some anticipate a positive catalyst for the stock and AI sector, others are wary of overvaluation and potential downside, pointing to heavy put action and concerns about AI spending.

$WAGMI is a community-driven meme token built on the Solana blockchain, designed to bring positivity, unity, and humor into the crypto space. The project encourages community engagement through memes, social interaction, and token-based activities. It leverages Solana’s fast and low-cost infrastructure to allow for smooth on-chain interactions, such as token transfers, community games, and NFT integration. The goal is to foster a fun, inclusive ecosystem where holders feel they are part of a larger movement – "We Are Gonna Make It."

WAGMI

$WAGMI is trending due to its strong, active community and the positive sentiment surrounding its potential within the Solana ecosystem. Discussions highlight the community's unwavering support and collaborative spirit, with many expressing excitement about the project's future. The community is chanting 'CAW CAW CAW'.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Coinbase is trending as it moves its incorporation from Delaware to Texas, citing legal predictability, which mirrors a move made by Elon Musk. The crypto exchange's stock is experiencing volatility amid broader discussions around Bitcoin's price action and its impact on crypto-related stocks. Community members are actively trading options and debating potential support and resistance levels, as well as the company's long-term prospects.

Red Cat Holdings, Inc. provides products, services and solutions to the drone industry. It also engages in the provision of distributed data storage, analytics and services for the drone industry.The firm product include Dronebox, which is a blockchain technology that records, stores and analyzes flight data and information from a drone. It operates through the Enterprise Segment. The Enterprise Segment will focus on developing a hardware enabled software platform of services and solutions to government and commercial enterprises and the military. The company was founded by Jeffrey M. Thompson in February 1984 and is headquartered in San Juan, Puerto Rico.

Red Cat Holdings Inc

Red Cat Holdings ($RCAT) is trending due to discussions around its recent earnings report and lowered guidance, sparking debate about management's credibility and future prospects. While some investors express concerns and disappointment, others remain optimistic about the company's long-term potential in the drone warfare and USV sectors, viewing the dip as a buying opportunity. Community members are actively comparing $RCAT with competitors, particularly $ONDS, and analyzing institutional ownership changes.

TMC the metals co., Inc. is a deep-sea minerals exploration company focused on the collection and processing of polymetallic nodules found on the seafloor in international waters of the Clarion Clipperton Zone in the Pacific Ocean (CCZ). These nodules contain high grades of four metals (nickel, copper, cobalt, manganese) which can be used as (i) feedstock for battery cathode precursors (nickel, cobalt and manganese sulfates, or intermediate nickel-copper-cobalt matte) for electric vehicles (EV) and renewable energy storage markets, (ii) copper cathode for EV wiring, energy transmission and other applications and (iii) manganese silicate for manganese alloy production required for steel production. The company was founded in 2021 and is headquartered in Vancouver, Canada.

TMC the metals company Inc

TMC is trending as investors discuss the potential impact of critical mineral supply chains and recent meetings involving key players. Community members are weighing the significance of government and industry interest in deep-sea mining, as well as the company's timeline for commercial production. Bullish sentiment is building amidst discussions around potential catalysts for the stock.

NuScale Power Corp. provides proprietary and innovative advanced small modular reactor (SMR) nuclear technology, with a mission to help power the global energy transition by delivering safe, scalable, and reliable carbon-free energy. Its products include VOYGR SMR Plants and Energy Exploration (E2) Centers. The company was founded by José N. Reyes in 2007 and is headquartered in Corvallis, OR.

NuScale Power Corporation - Ordinary Shares - Class A

NuScale Power Corp

NuScale Power Corp ($SMR) is trending amid discussions about its potential role in powering AI data centers and broader clean energy initiatives, with community members debating its valuation and future prospects. Some traders point to potential deals and government investments as catalysts, while others express concern about share dilution and the company's financial performance compared to peers like $OKLO. Options activity and technical analysis are also driving interest in $SMR.

Olema Pharmaceuticals, Inc. is a clinical-stage biopharmaceutical company, which focuses on the discovery, development, and commercialization of next generation targeted therapies for women’s cancers. Its product candidate, OP-1250, is a novel oral therapy with combined activity as both a complete ER antagonist, or CERAN, and a selective ER degrader, or SERD, which is believed to drive deeper, more durable responses than existing therapies. The company was founded by Cyrus L. Harmon and Peter J. Kushner on August 7, 2006 and is headquartered in San Francisco, CA.

Olema Pharmaceuticals Inc

Olema Pharmaceuticals is trending due to optimism surrounding its breast cancer treatment pipeline, sparked by positive data from a Roche breast cancer trial; this has led to analyst upgrades and community discussion around a potential bidding war and buyout. Terminating a previous ATM prospectus and announcing a new public offering, potentially priced around $11, generates debate about dilution and the stock's future prospects, especially given high institutional ownership and short interest.

The Home Depot, Inc. engages in the sale of building materials and home improvement products. Its products include building materials, home improvement products, lawn and garden products and decor products. The firm operates through the following geographical segments: U.S., Canada and Mexico. It offers home improvement installation services, and tool and rental equipment. The company was founded by Bernard Marcus, Arthur M. Blank, Kenneth Gerald Langone and Pat Farrah on June 29, 1978 and is headquartered at Atlanta, GA.

Home Depot, Inc.

Home Depot is trending as the community digests mixed earnings and debates the impact of housing market trends and potential interest rate cuts. While some analysts remain bullish, community members are closely watching sales and margins, with discussions around tariff implications and the company's competitive positioning against peers like Lowe's. Bearish sentiment has been fueled by concerns of consumer spending and macroeconomic headwinds.

The TJX Cos., Inc. engages in the retail of apparel and home fashion products. It operates through the following business segments: Marmaxx, HomeGoods, TJX Canada, and TJX International. The Marmaxx segment sells family apparel including apparel, home fashions, and other merchandise. The HomeGoods segment offers an assortment of home fashions, including furniture, rugs, lighting, soft home, decorative accessories, tabletop and cookware as well as expanded pet, kids, and gourmet food departments. The TJX Canada segment operates the Winners, Marshalls, and HomeSense chains in Canada. The TJX International segment includes operations of T.K. Maxx and Homesense chains in Europe and the T.K. Maxx chain in Australia. The company was founded by Bernard Cammarata in 1962 and is headquartered in Framingham, MA.

TJX Companies, Inc.

TJX is trending as it prepares to report earnings, with analysts anticipating continued growth driven by its off-price retail model, even as some funds reduced their positions. The community is weighing the potential impact of earnings against positive momentum and strong financial performance, including sales growth and margin management. Discussions also include potential stock splits and the attractiveness of TJX compared to other retailers.

Lowe's Companies, Inc. engages in the retail sale of home improvement products. The firm offers products for maintenance, repair, remodeling, home decorating, and property maintenance. It also provides home improvement products in the following categories: appliances, seasonal & outdoor living, lumber, lawn & garden, kitchens & bath, hardware, building materials, millwork, paint, rough plumbing, tools, electrical, flooring, and décor. The company was founded in 1946 and is headquartered in Mooresville, NC.

Lowe`s Cos., Inc.

Lowe's Companies, Inc.

Lowe's is trending due to its recent earnings release, which, despite beating expectations, included a soft sales outlook causing some investor concern. Community members are actively discussing the potential impact of these results on the stock's future performance, particularly in light of headwinds in the home improvement sector. Analysts are weighing in with varied price target adjustments, adding to the ongoing conversation around the stock's valuation and near-term prospects.

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Microsoft Corporation

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<ul class="summary-bullets"><li>Microsoft now has strong positioning across multiple secular growth drivers.</li><li>The analyst viewed the stock as underappreciated, given the durability of topline demand and potential for further margin expansion.</li><li>His price target suggests 32% upside from current levels.</li></ul>Following Microsoft Corp.’s (MSFT) announcement of an expanded partnership with artificial intelligence (AI) startup <a href="https://stocktwits.com/symbol/ANTHROPIC">Anthropic</a> on Tuesday, an analyst reiterated his bullish stance on the software giant. The agreement comes at a time when skepticism around the technology abounds.<a href="https://stocktwits.com/symbol/MSFT">Microsoft stock</a> fell 2.70% on Tuesday amid the broader tech rout, but is up about 18% year-to-date.&nbsp;<h2 class="st-heading-2">Analyst Affirms Bullish Stance</h2>Morgan Stanley analyst Keith Weiss said the deal aligns with his view that the Microsoft story is broader than generative AI and the generative AI (GenAI) story is broader than just OpenAI, according to a summary of the note on Fly.Weiss noted that the Satya Nadella-led company now has strong positioning across multiple secular growth drivers, including genAI, the migration of enterprise workloads to the public cloud, and cybersecurity. The analyst viewed the stock as underappreciated, given the durability of topline demand and potential for further margin expansion.Morgan Stanley has an ‘Overweight’ rating on Microsoft’s stock and a $650 price target, implying 32% upside potential from Tuesday’s close.Microsoft’s deal with Amazon-backed Anthropic provides for&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/anthropic-commits-30-billion-to-expand-azure-capacity-nvidia-microsoft-to-invest/cLPV4IvRE7t">Anthropic to buy $30 billion of Azure compute capacity,</a> which involves using up to 1 gigawatt (GW) of compute power from Nvidia. Nvidia and Microsoft, in turn, have agreed to invest up to $10 billion and up to $5 billion, respectively, in Anthropic.The investment deal with Microsoft and Nvidia has pushed Anthropic’s valuation to about $350 billion, up from $185 billion as of September, CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/11/18/anthropic-ai-azure-microsoft-nvidia.html">reported</a>, citing a source. The AI startup is the maker of the Claude large-language mode.<h2 class="st-heading-2">What Retail Feels About Microsoft Stock</h2>Retail sentiment toward Microsoft stock among retail traders on Stocktwits remained ‘bearish’ as of late Tuesday, and the message volume improved, although only to ‘normal’ levels.A bullish watcher of the stock recommended loading it under $500.<stembedurl>https://stocktwits.com/LongGrowthAndValue/message/636669520</stembedurl>Delving into the deal per se, a user said it is bad news for AMD and <a href="https://stocktwits.com/symbol/OPENAI">OpenAI</a> and good news for Nvidia and Intel. “$MSFT was one of the original investors in OpenAI Bubble and is now partnering with a direct competitor, Anthropic,” they said.<stembedurl>https://stocktwits.com/LongGrowthAndValue/message/636669520</stembedurl>The circular nature of the deal could trigger some anxiety among market participants, who are already worried about the amount of money invested in AI. Skeptics such as Michael Burry,&nbsp;of “The Big Short” fame, have flagged the rising capital spending (capex) by hyperscalers and see the trend as a precursor to a bubble burst and, in turn, a market crash. Fund managers have recently trimmed or exited positions in AI names, including Nvidia.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tesla-stock-snaps-2-days-of-gains-amid-fierce-robotaxi-battle-musk-touts-major-valuation-change-after-arizona-permit-win/cLP8sAkREJ7">Tesla Stock Snaps 2 Days Of Gains Amid Fierce Robotaxi Battle — Musk Touts ‘Major Valuation Change’ After Arizona Permit Win</a>

In this photo illustration the Microsoft logo is displayed on a mobile phone screen in Ankara, Turkiye on October 11, 2025.

Microsoft Analyst Says $30B Anthropic Cloud Deal Proves MSFT Story Is Much More Than GenAI, Predicts 32% Upside For Stock

Retail views Microsoft’s Anthropic deal as a negative for the software giant’s original AI partner OpenAI.

Equity

<ul class="summary-bullets"><li>Apple’s iPhone sales in China climbed 37% year over year (YoY) in October.</li><li>The new Huawei flagship model, scheduled to be launched next week, could temper Apple’s strength.</li><li>But a market research analyst predicted no significant impact.</li></ul>Apple Inc.’s (AAPL) China woes may be a thing of the past, as the tech giant has reportedly outperformed the market in terms of sales of its latest iPhone iteration.<a href="https://stocktwits.com/symbol/AAPL">Apple stock</a> has lagged behind most of its mega-cap rivals this year, with the softness partly attributable to the China risk amid the ongoing standoff between the U.S. and China, as well as the imposition of tariffs and counter-tariff measures.<h2 class="st-heading-2">Apple’s Positive China Tidings</h2>The Tim Cook-led company’s China iPhone sales climbed 37% year over year (YoY) in October, thanks to a strong showing by the iPhone 17 Series, Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-11-18/apple-s-iphone-sales-surge-in-china-to-take-25-market-share?srnd=homepage-asia">reported</a>, citing data from Counterpoint Research. iPhones accounted for one of every three smartphones sold in China during the month — a threshold the company hasn’t reached since 2022. New iPhone models accounted for over 80% of the total iPhones sold in China in October.Each of the iPhone 17 variants outperformed their respective models from the previous iteration (iPhone 16) by double-digit percentage. More importantly, Apple’s resurgence in China helped lift sagging smartphone industry sales in the country to 8% growth.Counterpoint analyst Ivan Lam said, “We’re likely to see growth amplified as rising ASPs push the top-line higher.”Among other vendors, Oppo clocked 19% YoY sales growth in October. On the other hand, Apple’s chief rival in China, Huawei, experienced a YoY sales decline as it did not release any new models. The equation could change in the coming weeks, as Huawei is set to release a new flagship smartphone model next week.For now, Lam said iPhone demand trends remain steady. While stating that the Huawei Mate 80 Series launch on Nov. 25 could pose a risk to Apple, Lam said, “But there’s a lot of momentum behind Apple and at this point not much tapering to indicate a steep dropoff.”<h2 class="st-heading-2">Why China Is Key For Apple</h2>Apple derived roughly 14% of its September quarter sales from Greater China, comprising mainland China, Hong Kong, Taiwan and Taipei. China, which used to clock the fastest growth among geographies, was the lone region witnessing YoY sales decline during the quarter.China is important for Apple, both as a supply chain and an end market.Apple issued a strong revenue growth forecast for the December quarter when it announced its September quarter results last month, underpinned by a return of growth in China due to strong uptake of iPhone 17 models and continued strength in the Services business.<h2 class="st-heading-2">What Retail Feels About AAPL Stock</h2>On Stocktwits, retail sentiment toward Apple stock remained ‘bearish’ as of early Tuesday, and the message volume was ‘low.’<figure class="image"><img style="aspect-ratio:683/56;" src="https://news.stocktwits-cdn.com/Screenshot_2025_11_18_at_2_09_06_AM_png_0671cd1f7e.webp" alt="Screenshot 2025-11-18 at 2.09.06 AM.png" width="683" height="56"><figcaption>AAPL sentiment and message volume as of 2 a.m. ET, Nov. 18 | source: Stocktwits</figcaption></figure>The stock has gained merely 7.3% this year, and the average analysts’ price target for the stock, provided by Koyfin, signals mid-single-digit percentage gains.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/palantir-rival-databricks-reportedly-chases-130-b-valuation-in-new-funding-round/cLPNtEAREeA">Palantir’s ‘Most Significant Threat’ Databricks Reportedly Chases $130B Valuation In New Funding Round</a>

Customers try out iPhone 17 Pro smartphones inside the Apple Store at Sanlitun Taikoo Li on November 8, 2025, in Beijing, China. 

iPhone 17 Momentum Fuels Apple’s China Comeback In October; Analyst Says Huawei Threat Won’t Trigger Sharp Drop-Off

Apple is on track to meet its prediction of returning to growth in the Chinese market, based on new data on iPhone sales in the country.  

<ul><li>In August, San Francisco, California-based Databricks said it had signed a term sheet for its Series K round, with backing from existing investors.</li><li>That funding round valued the company at more than $100 billion.</li><li>The company surpassed a $4 billion revenue run rate during the second quarter.</li></ul>Databricks, a cloud-based data analytics and artificial intelligence (AI) platform provider, is reportedly seeking to raise fresh financing, with the proposed funding round valuing the private company at over $130 billion.The report arrives even as investors, particularly those seeking exposure to AI names, look ahead to the company’s public listing, rumored to occur either in late 2025 or early 2026. In a short report released in mid-August on Palantir Technologies, Inc. (PLTR), Andrew Left's Citron Research called Databricks the “most significant threat” to the Alex Karp-led company.<h2 class="st-heading-2">What We Know About Databricks’ Funding Round</h2>Databricks is in talks to raise funds at a valuation 30% higher than its previous financing round, The Information reported, citing two people familiar with the discussions.In August, San Francisco, California-based Databricks said it had signed a term sheet for its Series K round, with backing from existing investors, valuing the company at more than $100 billion. The company stated then that it expects to utilize the new capital to “accelerate its AI strategy — expanding Agent Bricks, investing in its new database offering Lakebase, and fueling global growth.”Databricks announced a partnership with OpenAI in late September to bring frontier Intelligence to enterprises with Databricks' “Agent Bricks.”<h2 class="st-heading-2">Databricks — A Rising AI Powerhouse?</h2>The company, founded in 2013 by the original creators of the lakehouse architecture and open source projects Apache Spark, Delta Lake, MLflow, and Unity Catalog, boasts of over 15,000 companies as among its customers, with more than 60% of the Fortune 500 companies relying on its platform.Investors in the company include BlackRock, Salesforce Ventures, Microsoft, Tiger Global, Franklin Templeton, Sinewave Ventures, Fidelity Investments and Andreessen Horowitz.Databricks announced in early September that it had surpassed a $4 billion revenue run rate in the second quarter, with year-over-year (YoY) growth exceeding 50%. The company’s AI products reached a $1 billion run rate earlier this year.<h2 class="st-heading-2">Potent Palantir Rival?</h2>Citron already views Databricks as a giant, bracketing the company alongside Microsoft. In a short report, Citron noted that Palantir’s expansion into the enterprise space pits it against established software giants that dominate at scale.The firm highlighted “Databricks—still private but already a cornerstone of data and AI for theFortune 500—as the most significant threat.” “Databricks offers true software economics, a risk Wall Street has yet to fully factor into Palantir’s valuation.” Palantir's market capitalization is a little over $400 billion, based on the stock's closing price on Monday. <a href="https://stocktwits.com/symbol/PLTR">Palantir stock</a> has more than doubled this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvda-retail-bulls-shrug-off-ai-bubble-worries-expect-q3-beat/cLPNAurREep">No AI Bubble Here: Nvidia Retail Bulls Shrug Off All Concerns And Expect Yet Another Monster Quarter</a>

In this photo illustration, the Databricks logo is seen displayed on a smartphone screen. 

 Palantir’s ‘Most Significant Threat’ Databricks Reportedly Chases $130B Valuation In New Funding Round 

 Citron Research said in August that Databricks is already a cornerstone of data and AI for Fortune 500 companies.

Best-Performing ETFs of Last Week

Top ETFs that soared last week despite market swings included shipping (BWET), lithium miners (LITP), crypto bear (REKT), biotech (BBC) and rare earths (REMX).

XLK, LRCX, QCOM, AMAT: Large Inflows Detected at ETF

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the The Technology Select Sector SPDR Fund (Symbol: XLK) where we have...

<ul class="summary-bullets"><li>Apple’s iPhone sales in China climbed 22% YoY in the first month after it was launched.</li><li>In comparison, the iPhone 16 series experienced a 5% drop in sales in the first month following its launch in 2024.</li><li>Overall, smartphone sales in China declined by 2.7% in the third quarter.</li></ul>Apple, Inc. (AAPL) stock rose marginally in Friday’s early premarket session, even as the&nbsp; <a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> ETF, which tracks the Nasdaq 100 Index — an index comprising the 100 biggest non-financial tech stocks, fell about 0.40%.&nbsp;After underperforming the tech sector for much of the year,&nbsp;<a href="https://stocktwits.com/symbol/AAPL">Apple’s stock&nbsp;</a>has turned the corner as artificial intelligence (AI) bubble fears ravaged most of its big tech rivals, which have heavy exposure to the technology.<h2 class="st-heading-2">Apple’s China Strength Returning?</h2>The latest iteration of Apple’s flagship product, the iPhone, saw brisk sales in China, according to market research firm Counterpoint, Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/china/apples-china-iphone-sales-jumped-22-month-after-iphone-17-launch-2025-11-14/#:~:text=Apple's%20China%20iPhone%20sales%20jumped%2022%25%20in%20month%20after%20iPhone%2017%20launch,-By%20Che%20Pan&amp;text=BEIJING%2C%20Nov%2014%20(Reuters),private%20survey%20showed%20on%20Friday">reported.</a> Following the iPhone 17 series launch in mid-September 19 through October, it accounted for nearly four-fifths of the company’s smartphone sales in China.Apple’s China iPhone sales increased 22% year over year (YoY) in the first month after its launch, even as the broader market showed signs of softening. In comparison, the iPhone 16 series saw a 5% YoY drop in the first month following its launch in 2024.Overall, smartphone sales fell 2.7% YoY in China in the third quarter, the report said.&nbsp;The solid performance in China should bode well for Apple, which counts the country as one of its key end markets and also a key supply chain.&nbsp;<h2 class="st-heading-2">Apple’s AI Lag&nbsp; A ‘Blessing In Disguise’</h2>Market watchers attribute the relative resilience of Apple’s stock amid the AI-induced sell-off to the company’s slow adoption of the technology. Once considered a pushback, it has now offered insulation from the market fears. The company’s most advanced AI adoption is expected to materialize when it launches its upgraded Siri personal assistant next year.<h2 class="st-heading-2">What Retail Feels About Apple’s Stock</h2>On Stocktwits, retail investors, however, remained ‘bearish’ toward the Apple stock. The message volume on the stream also remained ‘low.’Notwithstanding the recent resilience, retail traders fear that the stock will become a victim to rotation out of techs.<stembedurl>https://stocktwits.com/HankHedgeHogFund/message/636141998</stembedurl>Another watcher said Apple’s stock would be the last to fall, touching even the&nbsp; $220 levels.Apple’s stock has gained about 9.5% so far this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/sound-hound-stock-s-recent-slump-tests-retail-traders-patience/cLPQdU6REEx">SoundHound Stock’s Recent Slump Tests Retail Traders’ Patience, But Analysts See Nearly 40% Upside From Here</a>

An attendee takes a video of a display of new Apple iPhone 17 Pros during an Apple special event at Apple headquarters on September 9, 2025 in Cupertino, California. 

Apple’s China iPhone 17 Sales Outperform Industry: Stock Slips Premarket Amid Souring Tech Sentiment

Apple’s slow AI adoption has insulated the company from the recent AI-led sell-off, according to market watchers.

<ul class="summary-bullets"><li>CFO Mark Patterson stated that the company achieved solid margins and operating cash flow.&nbsp;</li><li>He also noted that artificial intelligence (AI) continued to build and referred to the ramp-up of a multi-year, multi-billion-dollar campus refresh opportunity.</li><li>The company also experienced strong demand for refreshed networking products.</li></ul>Cisco Systems, Inc. (CSCO) shares climbed over 7% in extended trading as investors cheered the networking giant’s quarterly beat and upbeat guidance. Retail sentiment toward&nbsp;<a href="https://stocktwits.com/symbol/CSCO">Cisco’s stock</a> also improved notably to very buoyant levels.If the after-hours session’s gains are sustained in Thursday’s session, the stock appears on track to record its best day since early April.<h2 class="st-heading-2">Cisco’s Q1 Earnings Snapshot</h2>San Jose, California-based Cisco reported adjusted earnings per share (EPS) of $1 per share on revenue of $14.88 billion, exceeding the consensus estimates of $0.98 and $14.78 billion. The quarterly results also marked an improvement from the $0.91 per share adjusted earnings and $14.78 billion revenue the company reported for the year-ago quarter. Revenue climbed 8% year over year (YoY), with product revenue up a steeper 10%.The results also exceeded the company's guidance ranges issued in mid-August.On the earnings call, Chairman and CEO Chuck Robbins attributed the revenue growth to robust demand for our AI infrastructure and campus networking solution, according to a Koyfin transcript. “We had a solid start to fiscal 2026, and Cisco is on track to deliver our strongest year yet,” the executive said.&nbsp;He noted that orders from service providers and cloud customers&nbsp;remained very strong, up 45% YoY, driven by high double-digit growth in hyperscalers. AI infrastructure orders taken from hyperscalers totaled $1.3 billion, he added.CFO Mark Patterson stated that the company achieved solid margins and operating cash flow. He noted that artificial intelligence (AI) continued to build and referred to the ramp-up of a multi-year, multi-billion-dollar campus refresh opportunity. The finance chief also signaled strong demand for refreshed networking products.Among operational metrics, remaining performance obligations (RPO) were at $15.7 billion at the end of the quarter, compared to $16.1 billion at the end of the fiscal year 2025.<h2 class="st-heading-2">Cisco’s Capital Return</h2>The company said its board declared a quarterly dividend of $0.41, payable on Jan. 21, 2026, to shareholders of record as of Jan. 2, 2026.&nbsp;<h2 class="st-heading-2">Cisco’s Outlook</h2>For the second quarter, Cisco expects adjusted EPS of $1.01-$1.03 and revenue of $15 billion-$15.2 billion. Analysts, on average, expect the metrics to come in at $0.99 and $14.64 billion.The company has raised its full-year guidance, now modeling adjusted EPS of $4.08 to $4.14, up from its previous estimate of $4.00 to $4.06. It also&nbsp;raised its revenue guidance to $60.2 billion to $61 billion, up from $59 billion to $60 billion. The new guidance exceeded the consensus estimates of $4.04 and $59.68 billion, respectively.On the earnings call, Robbins said AI infrastructure revenue from hyperscalers will likely hit about $3 billion in the fiscal year 2026.<h2 class="st-heading-2">What Retail Feels About Cisco’s Stock</h2>On Stocktwits, retail sentiment toward the stock improved to ‘extremely bullish’ as of late Wednesday, from ‘bullish’ a day before. The message volume on the stream also increased to an ‘extremely bullish’ level.<figure class="image"><img style="aspect-ratio:685/58;" src="https://news.stocktwits-cdn.com/Screenshot_2025_11_12_at_7_53_48_PM_png_002f46534f.webp" alt="Screenshot 2025-11-12 at 7.53.48 PM.png" width="685" height="58"><figcaption>CSCO sentiment and message volume as of 7:50 p.m. ET, Nov. 12 | source: Stocktwits</figcaption></figure>A bullish watcher predicted a short-squeeze rally. However, short interest in the stock has reduced to 1.2% from 1.5% in early June.<stembedurl>https://stocktwits.com/Johnnytwofour2/message/635962766</stembedurl>Another user is positioned for an all-time high.<stembedurl>https://stocktwits.com/mowoko/message/635963755</stembedurl>Cisco’s stock has traded in a 52-week range of $52.11 to $74.84, and&nbsp;its all-time high was set during the March 2000 dot-com era at $82.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/jpmorgan-rolls-out-stablecoin-jpmd-on-coinbase-on-chain-payments-are-the-future/cLPeEb2REdp">JPMorgan Rolls Out Stablecoin JPMD On Coinbase – ‘On-Chain Payments Are The Future’ Says Brian Armstrong</a>

Cisco logo is displayed on a mobile phone with the digital screen visible in the background in this photo illustration in Brussels, Belgium, on November 11, 2025. 

Cisco Stock Rallies Over 7% After-Hours On Beat-And-Raise Q1: CEO Touts Strong AI Infrastructure Demand 

Cisco’s Chuck Robbins said the company is on track to deliver its strongest year yet.

<ul class="summary-bullets"><li>Microsoft reported its second Microsoft 365 outage in less than a month, disrupting Teams for Education.</li><li>The issue prevented users from opening or loading assignments and grades.</li><li>The company is restarting backend systems and implementing configuration changes to resolve the problem.</li></ul>Microsoft (MSFT) reported a second major disruption in less than a month to its Microsoft 365 platform, affecting users of Teams for Education across Europe on Wednesday.&nbsp;According to Microsoft’s support account on X, the issue has prevented administrators and other users from opening or loading assignments and grades in Microsoft Teams for Education. “Any user with a Microsoft Teams Educational account may be unable to open or load assignments and grades,” the company <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/MSFT365Status/status/1988560064433516943">wrote,</a> directing affected users to the admin center for updates.<figure class="image"><a class="st-link-external" href="https://x.com/MSFT365Status/" target="_blank" rel="noopener noreferrer nofollow"><img style="aspect-ratio:820/266;" src="https://news.stocktwits-cdn.com/MSFT_1_jpg_0f2b6570a3.webp" alt="MSFT1.jpg" width="820" height="266"></a><figcaption>@MSFT365Status/X</figcaption></figure><a href="http://stocktwits.com/symbol/MSFT">MSFT’s stock</a> edged 0.3% in pre-market trade with retail sentiment around the software giant trending in ‘neutral’ territory over the past day.Microsoft said it is restarting certain backend infrastructure components that power Teams services to try and mitigate the impact. In its latest&nbsp;update, the company stated that while the issue was initially identified among administrators, it has now affected a broader group of users.Microsoft did not provide a timeline for full restoration, but said updates would be communicated through the Microsoft 365 admin center.<figure class="image"><a class="st-link-external" href="https://x.com/MSFT365Status/" target="_blank" rel="noopener noreferrer nofollow"><img style="aspect-ratio:820/542;" src="https://news.stocktwits-cdn.com/MSFT_2_jpg_5afbed59da.webp" alt="MSFT2.jpg" width="820" height="542"></a><figcaption>@MSFT365Status/X</figcaption></figure>The outage comes less than a month after a previous&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/microsoft-hit-by-azure-office-365-service-disruptions-ahead-of-q3-results/cLGZMHUR3wU">service disruption&nbsp;</a>on October 29, which latest nearly eight hours and was caused by a configuration error in Azure Front Door (AFD) – Microsoft’s content delivery network service. The issue highlights persistent reliability risks for businesses and educational institutions heavily dependent on Microsoft 365’s collaboration and productivity tools, especially Teams.&nbsp;In its latest update, Microsoft&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/MSFT365Status/status/1988623718566772790?s=20">said</a> its making a configuration change to resolve the issue that was preventing us from connecting additional backend infrastructure to the affected service and mitigating user impact.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/jim-cramer-says-the-year-of-magical-investing-is-ending/cLPIu0JRE5o">Jim Cramer Says The ‘Year of Magical Investing’ Is Ending – ‘Too Much OpenAI IOUs Flying Around’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Microsoft office building is in the RheinauArtOffice in Cologne, Germany, on September 11, 2025. (Photo by Michael Nguyen/NurPhoto via Getty Images)

Second Microsoft Outage In A Month Disrupts Teams Access Across Europe 

Microsoft did not provide a timeline for full restoration, but said updates would be communicated through the Microsoft 365 admin center.

<ul class="summary-bullets"><li>Erste Group analyst Hans Engel said the company’s quarterly guidance is conservative and therefore is achievable.</li><li>According to Fiscal.ai-compiled consensus, the networking giant is expected to report adjusted earnings per share (EPS) of $0.98 and revenue of $14.78 billion.&nbsp;</li><li>The stock has gained about 25% this year.</li></ul>Cisco Systems, Inc. (CSCO) stock is currently trading shy of its 52-week high of $74.84, set earlier this month, as it inches toward its dot-com bubble peak ($82). The rising retail interest in&nbsp;<a href="https://stocktwits.com/symbol/CSCO">Cisco stock</a> has come ahead of the company’s quarterly results due after the market close on Wednesday.<h2 class="st-heading-2">What Analysts Model For Cisco’s Q1</h2>According to Fiscal.ai-compiled consensus, the networking giant is expected to report adjusted earnings per share (EPS) of $0.98 and revenue of $14.78 billion. This compares to the year-ago EPS and revenue of $0.91 and $13.84 billion, respectively.Cisco’s guidance, issued in mid-August, calls for adjusted EPS of $0.97-$0.99 and revenue in the range of $14.65 billion to $14.85 billion.While upgrading Cisco stock to ‘Buy’ from ‘Hold’ on Monday, Erste Group analyst Hans Engel said the company’s quarterly guidance is conservative and therefore is achievable, according to the summary of the note on the Fly. The analyst believes that the company’s operating margin and its return on equity will remain above average.Traders may also focus on whether the company updates its full-year outlook, which currently models adjusted EPS of $4-$4.26 and revenue of $59 billion to $60 billion. Engel termed the guidance as “optimistic.”&nbsp; The focus will also be on artificial intelligence (AI)-related gain.<h2 class="st-heading-2">Huawei’s Loss, Cisco’s Gain?</h2>Cisco's stock may also benefit from another headline. A Bloomberg report, citing people familiar with the matter,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-11-10/eu-eyes-banning-huawei-from-mobile-networks-of-member-countries">stated</a> late Monday that the European Commission is considering asking European Union (EU) member companies to phase out Chinese telecom equipment makers Huawei and ZTE from their networks.EC Vice President Henna Virkkunen is reportedly planning to implement the commission’s 2020 recommendation to avoid high-risk vendors and make that a legal requirement. It was also considering dissuading non-EU countries from sourcing from Chinese vendors by freezing “Global Gateway” funding for nations that do not comply with the diktat.If implemented, this could prove&nbsp;beneficial&nbsp;for U.S. vendors, such as Cisco.<h2 class="st-heading-2">What Retail Feels About Cisco Systems</h2>On Stocktwits, retail sentiment toward Cisco stock shifted to ‘bullish’ by early Tuesday, up from ‘bearish’ the day before. The message volume increased, yet only to ‘normal’ levels.A bullish watcher predicts that the stock will move very little after earnings but expects it to cross $80 by the end of the year.<stembedurl>https://stocktwits.com/Tat2doc/message/635649935</stembedurl>According to Koyfin, the average analysts’ price target for the stock is $76.96, implying&nbsp;nearly&nbsp;7% upside from the closing price on Monday. The stock has gained about 25% this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp; <a href="https://stocktwits.com/news-articles/markets/equity/big-bear-stock-surges-over-12-after-hours-on-250-m-ask-sage-deal-q3-beat/cLPdWRQRE2U">BigBear Stock Surges Over 12% After-Hours On $250M Ask Sage Deal, Q3 Beat — Retail Impressed With Results</a>

In this photo illustration, the logo of Cisco Systems, Inc. is displayed on a smartphone screen(Photo illustration by Cheng Xin/Getty Images)

Cisco To Test Dotcom Peak? Stock Draws Retail Buzz Ahead Of Q1 Earnings This Week

 Cisco is scheduled to report its first-quarter results after the market closes on Wednesday.

Senate's Deal Signals Potential End to US Govt. Shutdown: Top ETFs to Buy

A bipartisan Senate deal signals an end to the U.S. government shutdown, sparking investor interest in ETFs like XLV and SPY.

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