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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 is trending as investors eagerly await earnings, with the community split on whether results will justify the current valuation amidst AI bubble concerns. Bulls anticipate strong guidance and a continuation of the AI-driven rally, while bears foresee a potential correction and profit-taking, regardless of the earnings outcome. Discussions also include the broader implications for the tech sector and the overall market sentiment.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is trending amid discussions surrounding the release of the Epstein files, with community members debating the potential implications for various political figures. The stock's performance and broader political narratives are heavily intertwined in ongoing conversations. Speculation about investigations and potential impacts on the company's valuation are also circulating.

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 positive data from a competitor's breast cancer drug trial, sparking optimism for Olema's similar treatment; the community is discussing potential bidding wars and analyst upgrades while also closely watching for a potential offering. Some traders believe shorts are trapped, while others are wary of a pump and dump, with community members debating the stock's valuation and future prospects. 

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's recent earnings are driving much of the current conversation, with some investors pointing to missed expectations and lowered guidance, while others see a buying opportunity amidst market volatility. Community members are actively debating the impact of housing market trends and consumer spending habits on the stock's performance, along with a recently completed acquisition. Technical analysis and potential support levels are also being discussed as potential entry points.

Kazia Therapeutics Ltd. is an oncology-focused biotechnology company, which engages in the business of pharmaceutical drug development. It focuses on its Paxalisib program, which is designed to treat brain cancer. The company was founded by Graham Edmund Kelly in March 1994 and is headquartered in Sydney, Australia.

Kazia Therapeutics Limited - ADR

Kazia Therapeutics

KZIA is trending following promising initial results from a Phase 1b trial of its drug, paxalisib, in combination with Keytruda and chemotherapy for metastatic triple-negative breast cancer, showing a reduction in tumor cells. The community is discussing the potential of this early data and whether it will lead to further advances in the company's pipeline programs. Bullish sentiment is high, with some anticipating a short squeeze due to the low float and recent heavy shorting activity.

BTQ Technologies Corp. engages in the business of post-quantum encryption. It focuses on applications to the blockchain industry. Its products include PQScale, Keelug, Kenting, Preon, QPoW, and QByte. The company was founded by Nicolas Roussy Newton on March 26, 2021 and is headquartered in Vancouver, Canada.

BTQ Technologies Corp

BTQ Technologies is trending as investors discuss the company's GPU-accelerated QLEO launch with NVIDIA CUDA-Q compatibility, a collaboration with Quobly. Bullish sentiment seems to be building around the potential for accelerated quantum simulations. Recent insider buying by the CEO is adding to the positive chatter, as well as discussion of partnerships and catalysts.

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.

LOW is trending due to its recent earnings report, which, despite exceeding expectations, included guidance suggesting a sales decline, sparking mixed reactions. The community is actively discussing the company's prospects amid a softening DIY market and the potential impact of strategic initiatives. Analyst target prices are being updated following the report, with some seeing longer-term value.

ZIM Integrated Shipping Services Ltd. engages in the provision of shipping and logistics services. It offers shipping solutions, including the transportation of out-of-gauge cargo, refrigerated cargo, and dangerous and hazardous cargo. The company was founded on June 7, 1945 and is headquartered in Haifa, Israel.

Zim Integrated Shipping Services Ltd

ZIM is trending amid buyout speculation and board consideration of acquisition offers, with community members debating fair valuation and potential for a short squeeze given elevated short interest and borrow rates. Concerns remain around Q3 earnings, sustainability of shipping rates, and the impact of potential privatization on shareholder value, as well as the potential influence from a 'golden share' for investors.

Target Corp. engages in the operation and ownership of general merchandise stores. It offers food and general merchandise, clothing and household goods, electronics, and toys. Its brands include A New Day, All in Motion, Art Class, Auden, AVA & VIV, Boots and Barkley, Brightroom, Bullseye's Playground, Casaluna, Cat & Jack, Cloud Island, Colsie, dealworthy, Embark, Everspring, Favorite Day, Figmint, Future Collective, Gigglescape, Good & Gather, Goodfellow & Co, Hearth & Hand with Magnolia, Heyday, Hyde & EEK! Boutique, JoyLab, Kindfull, Kona Sol, Made By Design, Market Pantry, Mondo Llama, More Than Magic, Opalhouse, Open Story, Original Use, Pillowfort, Project 62, Room Essentials, Shade & Shore, Smartly, Smith & Hawken, Sonia Kashuk, Spritz, Sun Squad, Threshold, Universal Thread, up&up, Wild Fable, Wondershop, Xhilaration, California Roots, Casa Cantina, The Collection, Headliner, Jingle & Mingle, Rosé Bae, Photograph, SunPop, and Wine Cube. The company was founded by George Draper Dayton in 1902 and is headquartered in Minneapolis, MN.

Target Corp

Target is trending as investors discuss upcoming earnings, with community members split on whether the company will beat expectations amid concerns about consumer spending and tariffs. Bullish investors are anticipating a potential turnaround and highlight the stock's attractive valuation and dividend yield, while bears express concerns about declining sales and brand issues. The conversation also includes discussion of potential acquisitions and job cuts.

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 following an earnings beat and raised guidance, highlighting the strength of discount retailers in the current market. Community discussions revolve around potential price targets and whether TJX can maintain its momentum, especially compared to peers like Target. Analysts are optimistic, citing the company's effective off-price model and ability to capture market share.

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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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