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An AI x Metaverse Protocol that is building the future of virtual interactions.

Virtual Protocol

Virtual Protocol ($VIRTUAL) is trending as the community discusses its potential, recent gains, and possible integrations with AI and gaming platforms like Roblox. Some traders are taking profits, while others are looking to accumulate, viewing it as a long-term play in the AI agent space, especially after its listing on crypto.com. The focus is also on the project's ecosystem and its agents like G.A.M.E, with many anticipating a continued upward trajectory and speculating about a Coinbase listing.

Welcome to SLAP – The Only Coin That Slaps Harder Than Your Moms  Tired of coins that claim they SLAP but are nothing but limp wrists? SLAP is here to SLAP some sense into the crypto space.  Founded by the Flutter of Five Fingers and powered by the Prancing of the Pried Palm, SLAP isn’t just another coin—it’s an attitude.  We’re not here to talk roadmaps, utility, or world peace. We’re here to SLAP charts, SLAP the haters, and SLAP our way to the top. No VC suits, no corporate nonsense—just raw, unfiltered internet culture with a side of “did we just do that?  ”So load your wallet, mute your financial advisor, and get ready to ride the most unhinged meme rocket. Open up your hands, and start swingin'. You never know what you could hit.  SLAP: It’s not a coin. It’s a lifestyle.

Slap

The social token $SLAP is trending, fueled by community enthusiasm and its association with real-world ventures, including MMA sponsorships featuring Karolina Arm. Discussions highlight its strong community, "lifestyle" branding, and potential for significant growth, particularly as it gains traction on new platforms like Cryptotwits.

Codatta

Codatta ($XNY) is trending as the community discusses its potential breakout and recovery, with some noting its ability to hold gains despite Bitcoin's volatility. Traders are watching for a move past key resistance levels, while also highlighting its on-chain fingerprint verification launching in 2025.

Ripple is the catchall name for the cryptocurrency platform, the transactional protocol for which is actually XRP, in the same fashion as Ethereum is the name for the platform that facilitates trades in Ether. Like other cryptocurrencies, Ripple is built atop the idea of a distributed ledger network which requires various parties to participate in validating transactions, rather than any singular centralized authority. That facilitates transactions all over the world, and transfer fees are far cheaper than the likes of bitcoin. Unlike other cryptocurrencies, XRP transfers are effectively immediate, requiring no typical confirmation time.  Ripple was originally founded by a single company, Ripple Labs, and continues to be backed by it, rather than the larger network of developers that continue bitcoin’s development. It also doesn’t have a fluctuating amount of its currency in existence. Where bitcoin has a continually growing pool with an eventual maximum, and Ethereum theoretically has no limit, Ripple was created with all of its 100 billion XRP tokens right out of the gate. That number is maintained with no mining and most of the tokens are owned and held by Ripple Labs itself — around 60 billion at the latest count.  Even at the recently reduced value of around half a dollar per XRP, that means Ripple Labs is currently sitting on around $20 billion worth of the cryptocurrency (note: Ripple’s price crashed hard recently, and may be worth far less than $60 billion by time you read this). It holds 55 billion XRP in an escrow account, which allows it to sell up to a billion per month if it so chooses in order to fund new projects and acquisitions. Selling such an amount would likely have a drastic effect on the cryptocurrency’s value, and isn’t something Ripple Labs plans to do anytime soon.  In actuality, Ripple Labs is looking to leverage the technology behind XRP to allow for faster banking transactions around the world. While Bitcoin and other cryptocurrencies are built on the idea of separating financial transactions from the financial organizations of traditional currencies, Ripple is almost the opposite in every sense.  XRP by Ripple price can be found on this page alongside the market capitalization and additional stats.

Ripple

XRP is trending amid discussions about potential ETF approvals and Ripple's expanding role in institutional finance, including its recent acquisition of GTreasury. Community members are focused on the implications of Ripple Prime and the possibility of a supply squeeze, with some speculating on ambitious price targets. Discussions also include recent mentions as a donor of the White House ballroom.

NXP Semiconductors NV is a holding company which engages in the provision of semiconductor solutions. It operates through the following geographical segments: China, Netherlands, United States, Singapore, Germany, Japan, South Korea, Malaysia, and Other Countries. The company was founded on August 2, 2006, and is headquartered in Eindhoven, the Netherlands.

NXP Semiconductors NV

NXP Semiconductors ($NXPI) is trending due to positive analyst upgrades citing a potential recovery in the automotive and industrial sectors. Community members are discussing the stock's solid foundation and potential for an earnings beat, while some point to unusual options activity. Broader sector trends and NXP's deep partnerships, particularly in automotive and AI, are also fueling the conversation.

Cadence Design Systems, Inc. engages in the provision of design and development of integrated circuits and electronic devices. It operates through the following geographical segments: Americas, Asia, EMEA, and Japan. The company was founded by Alberto Sangiovanni-Vincentelli, Gudmundur A. Hjartarson, K. Bobby Chao, and K. Charles Janac in June 1988 and is headquartered in San Jose, CA.

Cadence Design Systems, Inc.

Cadence Design Systems is trending as investors anticipate the upcoming Q3 earnings report on Oct. 27, with focus on AI-driven design demand and the company's strong backlog. The community is discussing whether Cadence can deliver another earnings beat, especially with a positive Earnings ESP and Zacks Rank. Some analysts have updated their ratings, and options traders are actively positioning themselves for potential price movements.

noice

The crypto token $NOICE is trending amid discussions about its recent listing on Coinbase and potential integration with X (Twitter) and Solana. Community members are actively debating its potential for significant gains, while also pointing out concerns about market manipulation and large wallet dumps. Some traders are also drawing comparisons to other Coinbase-listed tokens.

Eastman Chemical Co. engages in the provision of specialty chemicals. It operates through the following segments: Advanced Material (AM), Additives and Functional Products (AFP), Chemical Intermediates (CI), and Fibers. The AM segment produces and markets its polymers, films, and plastics with differentiated performance properties for value-added end uses in transportation, consumables, building and construction, durable goods, and health and wellness markets. The AFP segment includes chemicals for products in the transportation, consumables, building and construction, animal nutrition, crop protection, energy, personal and home care, and other markets. The CI segment consists of large scale and vertical integration from the cellulose and acetyl, olefins, and alkylamines streams to support operating segments with advantaged cost positions. The Fibers segment offers cellulose acetate tow for use in filtration media, primarily cigarette filters. The company was founded by George Eastman in 1920 and is headquartered in Kingsport, TN.

Eastman Chemical Co

Eastman Chemical ($EMN) is trending due to recent analyst rating adjustments and price target updates, sparking discussions about its valuation and future performance. Community members are actively weighing the impact of these revisions and debating whether the stock presents a buying opportunity. The company's initiatives in molecular recycling and sustainable materials are also being considered in the broader context of its growth potential.

Bitcoin Cash is a hard fork of Bitcoin with a protocol upgrade to fix on-chain capacity. Bitcoin Cash intends to be a Bitcoin without Segregated Witness (SegWit) as soft fork, where upgrades of the protocol are done mainly through hard forks and without changing the original economic rules of the Bitcoin.  Bitcoin Cash (BCH) is released on 1st August 2017 as an upgraded version of the original Bitcoin Core software. The main upgrade is the increase in the block size limit from 1MB to 8MB. This effectively allows miners on the BCH chain to process up to 8 times more payments per second in comparison to Bitcoin. This makes for faster, cheaper transactions and a much smoother user experience.  Why was Bitcoin Cash Created?  The main objective of Bitcoin Cash is to to bring back the essential qualities of money inherent in the original Bitcoin software. Over the years, these qualities were filtered out of Bitcoin Core and progress was stifled by various people, organizations, and companies involved in Bitcoin protocol development. The result is that Bitcoin Core is currently unusable as money due to increasingly high fees per transactions and transfer times taking hours to complete. This is all because of the 1MB limitation of Bitcoin Core’s block size, causing it unable to accommodate to large number of transactions.  Essentially Bitcoin Cash is a community-activated upgrade (otherwise known as a hard fork) of Bitcoin that increased the block size to 8MB, solving the scaling issues that plague Bitcoin Core today.  Nov 16th 2018: A hashwar resulted in a split between Bitcoin SV and Bitcoin ABC

Bitcoin Cash

Bitcoin Cash is trending as the community discusses its potential as a faster and cheaper alternative to Bitcoin, especially with rising fees on the Bitcoin network. Some believe an "alt season" is beginning, potentially initiating a rotation into BCH. Growing institutional interest is also being noted.

Trump For President

TRUMP CRYPTO is trending amid discussions about its connection to Donald Trump, with community members debating the implications of his political actions and potential conflicts of interest. Some investors are expressing concerns about the coin's performance and its long-term viability, while others are speculating on potential catalysts, including news and developments related to Trump's activities.

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<ul class="summary-bullets"><li>Super Micro’s order momentum, particularly amid investor concerns about market share erosion, is encouraging, Goldman says.</li><li>The firm’s upgraded price target implied more than 37% downside from current levels.</li><li>Retail traders see Super Micro stock as a long-term winner.</li></ul>Super Micro Computer, Inc. (SMCI) stock trended on Stocktwits after it rebounded in Friday’s premarket, following the company's negative preannouncement that sent the stock down nearly 9% in the previous session.Buoyed by Goldman Sach’s bullish commentary regarding order momentum,&nbsp;<a href="https://stocktwits.com/symbol/SMCI">Super Micro stock</a> climbed by over 1.5% in early premarket trading.<h2 class="st-heading-2">Super Micro’s Positive Deal Momentum</h2>Goldman analyst Michael Ng, in a note released late Thursday, said he is encouraged by artificial intelligence (AI) server maker Super Micro’s order momentum, particularly amid investor concerns about market share erosion, a summary of the note published on the Fly showed. As such, the analyst raised the price target to $30 from $27, implying over 37% downside from Thursday’s closing price of $47.92. Ng maintained a ‘Sell’ rating on the stock.&nbsp;Ng also noted the revenue miss predicted for the first quarter, dragged by deliveries pushed back to the second quarter as customers upgrade designs. The analyst expects the revenue miss to pressure margins.<h2 class="st-heading-2">What Retail Feels About Super Micro</h2>On Stocktwits, retail sentiment toward Super Micro stock flipped to ‘bullish’ by early Friday from ‘bearish’ the day before, and the message volume improved to ‘high’ levels.A bullish watcher recommended buying “any and all” dips in AI-leveraged names such as Super Micro.&nbsp;<stembedurl>https://stocktwits.com/Flickted/message/633539853</stembedurl>Another user called Super Micro a “long-term” winner. “SMCI could be the only OEM shipping GB300 racks in volume = strong pricing power &amp; margin boost,” they said. The user also said the pushout of revenue to the second quarter may have been due to a big customer likely upgrading orders to the GB300 Nvidia processor from the previous GB200 iteration.<stembedurl>https://stocktwits.com/amiteshsharma/message/633536853</stembedurl>Super Micro stock has traded in a 52-week range of $17.25 to $66.44, with the upper bound being its all-time high hit on Feb. 19. For the year-to-date (YTD) period, the stock has gained over 57%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/alphabet-stock-rises-premarket-gets-big-price-target-hike/cLGJ0AVR3sg">Alphabet Stock Rises Premarket: Google Parent Gets Big Price-Target Hike As Q3 Earnings Loom</a>

Super Micro Computer, Inc. (Supermicro) logo appears on the screen of a smartphone in Reno, United States, on December 7, 2024.

Super Micro Stock Rises Premarket As Analyst Points To Strong Orders: Retail Traders Look To Capitalize On Thursday Dip

Super Micro’s order momentum, particularly amid investor concerns about market share erosion, is encouraging, Goldman says.

Equity

<ul class="summary-bullets"><li>Stifel said its checks showed Q3 advertising growth trends generally improved from Q2.</li><li>The company is scheduled to report its Q3 results after the market closes on Wednesday.</li><li>The stock currently trades just shy of its all-time intraday high of $257.33 reached this Monday.</li></ul>Alphabet, Inc. (GOOGL) (GOOG) is on retail traders’ radar this week amid a raft of headlines regarding the company. Bullish commentary issued by a Wall Street firm could add to the buoyancy in the final session of the week, as the Sundar Pichai-led company prepares to release its quarterly results next week.<a href="https://stocktwits.com/symbol/GOOGL">Alphabet’s stock,</a> which is down marginally for the week, traded up over 1% in Friday’s early premarket session.<h2 class="st-heading-2">Stifel Bullish Ahead Of Q3 Results</h2>In a broader research note covering digital advertising companies, released late Thursday, Stifel said its checks showed third-quarter advertising growth trends generally improved relative to the previous quarter, the Fly reported. The strength was more back-end loaded during the quarter, the firm added. As such, the firm raised its price target for Alphabet stock to $292 from $222, implying roughly 16% upside from Thursday’s closing price of $253.08. Stifel attributed the action to its improved next-12-month multiple and favorable antitrust remedies for the Search business.The firm, however, sounded cautious about the fourth quarter due to tougher comparisons and continued macro uncertainty, despite a positive ad spending environment.&nbsp;<h2 class="st-heading-2">Alphabet’s See-Saw Week</h2>The Google parent’s stock started the week on a firm note amid broader market strength, but came under significant&nbsp;pressure on Tuesday after OpenAI unveiled its ChatGPT browser Atlas, triggering a sell-off amid competition concerns.The stock rebounded over the subsequent two sessions, buoyed by the company's new quantum algorithm and reports of a multi-billion-dollar cloud computing deal with Anthropic. The Amazon-backed artificial intelligence (AI) startup later confirmed that it plans to expand its use of Google Cloud technologies, including up to one million TPUs. The expansion is worth tens of billions of dollars and is expected to bring well over a gigawatt of capacity online in 2026.Additionally, Bernstein&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://in.investing.com/news/analyst-ratings/bernstein-raises-alphabet-stock-price-target-to-260-on-ai-progress-93CH-5058793">raised</a> the stock's price target to $260 from $210, citing abating antitrust concerns and accelerating AI development, according to&nbsp;Investing.com.<h2 class="st-heading-2">What Retail Traders Feel About GOOGL Stock</h2>On Stocktwits, retail sentiment toward Alphabet stock improved to ‘extremely bullish’ by early Friday, from ‘bullish’ a day ago. The message volume on the stream remained ‘extremely high.’A bullish user said they expected an ‘explosive’ new high on Friday. The stock currently trades just shy of its all-time intraday high of $257.33 reached this Monday.<stembedurl>https://stocktwits.com/eu_lern/message/633509545</stembedurl>All eyes are on the stock next week, as the company is scheduled to report its third-quarter fiscal year 2025 results after the market closes on Wednesday. According to&nbsp;Fiscal.ai-compiled consensus, the company is expected to report earnings per share of $2.29 and revenue of $100.01 billion.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp; <a href="https://stocktwits.com/news-articles/markets/equity/nasdaq-s-and-p-500-futures-climb-as-market-eyes-yet-another-weekly-gain/cLGJWnFR3sB">Nasdaq, S&amp;P 500 Futures Climb As Market Eyes Yet Another Weekly Gain— Strategist Suggests Rally May Have More Legs</a>

 General view of the Google headquarters in King's Cross as the tech giant faces a 5 billion pound lawsuit in the UK for allegedly abusing its online search dominance. 

Alphabet Stock Rises Premarket: Google Parent Gets Big Price-Target Hike As Q3 Earnings Loom

Stifel said its checks showed Q3 advertising growth trends generally improved from Q2.

<ul class="summary-bullets"><li>Since the rumors of Paramount’s interest floated around for the first time (Sept. 11), WBD stock has gained about 70%.</li><li>WBD confirmed Tuesday morning that its board has initiated a review of strategic alternatives to maximize shareholder value.</li><li>This week, a Wall Street firm named Netflix, Apple, Amazon, and Comcast as potential suitors.</li></ul>Paramount Skydance's (PSKY) rumored bid for fellow media conglomerate Warner Bros. Discovery, Inc. (WBD) has reportedly received a&nbsp;thumbs-down from the Writers Guild of America (WGA), which represents writers in film, television, radio, and online media.<h2 class="st-heading-2">WGA Pledges To Oppose Deal</h2>According to a Bloomberg<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-10-23/writers-guild-plans-to-oppose-paramount-warner-bros-merger?srnd=homepage-asia">&nbsp;report</a> citing an emailed statement from WGA, the rumored Paramount-WBD combo would be a disaster for all stakeholders. "Merger after merger in the media industry has harmed workers, diminished competition and free speech, and wasted hundreds of billions of dollars better invested in organic growth," the union said.It sees the potential combination as "a disaster for writers, for consumers, and for competition." The guild also said it will urge press regulators to block the deal.<h2 class="st-heading-2">WBD Initiates Strategic Review</h2>The guild's opposition comes amid media reports that WBD had shot down overtures from Paramount. CNBC's David Faber reportedly<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/10/22/wbd-rejected-three-paramount-offers-sources.html"> said</a> on Wednesday that Paramount made three bids for WBD, which the latter rejected. The final bid was $24 per share, with 80% of the offer paid in cash. Previously, Paramount reportedly offered between $22 per share and $24 per share.&nbsp;WBD confirmed Tuesday morning that, while it continues to advance its previously announced plan to separate Discovery Global, its board has initiated a review of strategic alternatives to maximize shareholder value. WBD CEO David Zaslav said, "It's no surprise that the significant value of our portfolio is receiving increased recognition by others in the market."&nbsp; "After receiving interest from multiple parties, we have initiated a comprehensive review of strategic alternatives to identify the best path forward to unlock the full value of our assets."<a href="https://stocktwits.com/symbol/WBD">WBD</a> stock ended Thursday's session up 3.51% at $21.25. Since rumors of Paramount's interest&nbsp;first surfaced&nbsp;(Sept. 11), WBD stock has gained about 70%. The company now boasts a market capitalization of $52.61 billion compared to Paramount's $18.16 billion. Paramount, which merged with David Ellison's Skydance in early August, has seen its stock record a more modest 9% gain during the period.For the year-to-date period, WBD stock has risen 101% compared to a 58.5% gain for<a href="https://stocktwits.com/symbol/PSKY">&nbsp;Paramount stock.</a>A New York Post report <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://nypost.com/2025/10/23/media/trump-admin-favors-paramount-skydance-in-race-to-buy-warner-bros-discovery-sources/">stated</a> on Thursday that the Trump administration is reportedly favoring Paramount's takeover of WBD.<h2 class="st-heading-2">What Retail Traders Feel About WBD</h2>On Stocktwits, retail traders stayed 'extremely bullish' toward WBD stock, with the message volume on the stream also 'extremely high.' Paramount stock, however, elicited 'neutral' sentiment, accompanied by 'normal' message volume.Writing on the WBD stream, a user flagged the difficulty of getting the deal done, including a potential legal battle.&nbsp;<stembedurl>https://stocktwits.com/Brockdl/message/633529855</stembedurl>Another user sees the leakage of deal news rumors as a ploy to lift WBD's stock price. "The higher the market price goes, the higher the buyout," they said.<a href="https://stocktwits.com/Annie_Preferred/message/633518386">https://stocktwits.com/Annie_Preferred/message/633518386</a>In a report released Tuesday, Benchmark analysts raised WBD's price target to $25 from $18, citing the company's decision to explore strategic alternatives, the Fly reported. The firm named Netflix, Apple, Amazon, and Comcast as potential suitors, though it stated that the latter three might face transactional friction from the Trump administration in the event of a deal. On the earnings call, however, Netflix's management ruled out a merger with a traditional media company.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/veri-sign-q3-beat-turns-retail-traders-bullish-but-stock-slides-after-hours/cLGJ7BaR3rv">VeriSign Q3 Beat Turns Retail Traders Bullish — But Stock Slides After-Hours</a>

Warner Bros. Discovery building, 230 Park Avenue South, New York City, New York, USA. 

Warner Bros Discovery Stock Spikes On Takeover Buzz — But Writers Guild Slams Potential Paramount Merger As ‘Disaster’

Since the rumors of Paramount’s interest floated around for the first time (Sept. 11), WBD stock has gained about 70%.

&nbsp;<ul class="summary-bullets"><li>Third-quarter earnings and revenue powered past consensus estimates.</li><li>CEO Jim Bidzos said, “In the quarter, we delivered both growth in the domain name base and solid financial performance.”</li><li>The stock trades 19% off its late-July all-time intraday high.</li></ul>VeriSign (VRSN) shares slipped more than a percent in Thursday’s extended session despite a third-quarter beat and raised full-year revenue guidance. Retail traders have become optimistic about the stock's prospects.&nbsp;<a href="https://stocktwits.com/symbol/VRSN">VeriSign’s stock</a> has gained about 22% so far this year. It is one of the very few tech stocks Warren Buffett’s Berkshire Hathaway holds in its portfolio. The investment holding company, however, trimmed its stake by one-third in late July to 9.6% from 14.2%.<h2 class="st-heading-2">VeriSign’s Q3 Earnings Snapshot</h2>VeriSign, which provides internet infrastructure and domain name registry services, reported earnings per share (EPS) of $2.27 for the third quarter of fiscal year 2025, ahead of the Fiscal.ai-compiled consensus estimate of $2.24.&nbsp; Revenue climbed 7.3% year-over-year (YoY) to $419 million versus the $416.85-million consensus.“In the quarter, we delivered both growth in the domain name base and solid financial performance,” said CEO Jim Bidzos. “We also continued our consistent return of value to shareholders through dividends and share repurchases.”VeriSign ended the quarter with cash, cash equivalents, and marketable securities of $618 million, while generating cash flow from operations of $308 million in the third quarter.<h2 class="st-heading-2">VeriSign&nbsp;Bumps Up Outlook</h2>On the earnings call, CFO John Calys said the full-year revenue will likely come in at $1.652 billion to $1.657 billion, slightly higher than the previous guidance of $1.645 billion to $1.655 billion, according to a transcript provided by Koyfin.&nbsp;The company narrowed its operating income guidance to $1.119 billion to $1.1124 billion,&nbsp;from a prior expectation of&nbsp;$1.117 billion to $1.127 billion. It maintained its capital expenditure guidance for the year at $25 million to $35 million.<h2 class="st-heading-2">What Retail’s Feeling About VeriSign Stock</h2>On Stocktwits, retail sentiment toward the stock turned ‘extremely bullish’ by late Thursday, up from ‘neutral’ seen a day ago. The message volume on the stream also turned to ‘high’ levels.A bullish user pointed to VeriSign’s double beat and flagged their bullish stance on the stock.<stembedurl>https://stocktwits.com/Dieseld28/message/633497201</stembedurl><stembedurl>https://stocktwits.com/Dieseld28/message/633497768</stembedurl>VeriSign stock has traded in a 52-week range of $175.62 to $310.60, with the upper bound being its all-time high reached on July 28.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/intel-stock-jumps-after-hours-as-ai-demand-powers-q3-beat/cLGJeGoR3rt">Intel Stock Jumps After-Hours As AI Demand Powers Q3 Beat: Jim Cramer Lauds ‘Terrific’ CEO Lip-Bu Tan</a>

In this photo illustration, the VERISIGN logo is seen displayed on a smartphone and in the background. 

VeriSign Q3 Beat Turns Retail Traders Bullish — But Stock Slides After-Hours

Third-quarter earnings and revenue powered past consensus estimates.

&nbsp;<ul class="summary-bullets"><li>The quarterly results also exceeded the company's guidance issued in late July.</li><li>CEO Lip-Bu Tan said, “Our Q3 results reflect improved execution and steady progress against our strategic priorities.”</li><li>Intel’s stock is on track to top the $40 psychological level for the first time since early April in 2024.</li></ul>Intel Corp. (INTC) stock jumped nearly 8% in Thursday’s extended session after the chipmaker announced better-than-expected third-quarter results, riding on the artificial intelligence (AI)-related demand for its PCs and other products. The company also issued a robust forward outlook.Thanks to the company’s strategic initiatives and external investments,&nbsp;<a href="https://stocktwits.com/symbol/INTC">Intel’s stock</a> has gained 90% this year.<h2 class="st-heading-2">Intel’s Q3 Earnings Snapshot</h2>Santa Clara, California-based Intel reported adjusted earnings per share (EPS) of $0.23 for the third quarter of the fiscal year 2025, turning around from a loss of $0.46 in the year-ago quarter. Revenue climbed 3% year-over-year (YoY) to $13.7 billion.&nbsp;According to the&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="http://fiscal.ai">Fiscal.ai</a> consensus, the company was expected to report an adjusted EPS of $0.01 and revenue of $13.11 billion. The results also exceeded the company's guidance issued in late July.Commenting on the results, CEO Lip-Bu Tan said, “Our Q3 results reflect improved execution and steady progress against our strategic priorities.” He noted that AI accelerated demand for compute, creating opportunities for the company’s portfolio of products, including its core x86 platforms, new efforts in purpose-built ASICs and accelerators, and foundry services.Among business segments,&nbsp;Intel’s Client Computing Group (CCG) recorded YoY revenue growth of 5% to $8.5 billion, helping to offset the 1% drop in Data Center and AI (DCAI) revenue ($4.1 billion). Intel Foundry revenue fell 2% to $12.7 billion. On the earnings call, management noted better-than-expected PC AI revenue of $4.1 billion, marking 5% sequential growth, according to a transcript of the call provided by Koyfin. The company generated $2.5 billion in cash from operations during the quarter.Intel’s Q3 marked the fourth consecutive quarter of improved execution, the company said. Its balance sheet strengthened during the quarter, thanks to investments by the U.S. government (10% stake), Nvidia ($5 billion) and SoftBank Group ($2 billion). The company said it received $5.7 billion of the total $8.9 billion in earmarked government funding during the quarter.In a post on X, CNBC Mad Money host Jim Cramer&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/jimcramer/status/1981464740774687231">said</a>, “Lip-Bu Tan is so great. That Intel quarter was something. What a terrific manager he is.” In a separate post, he noted that demand outpaced supply across the PC chain.<h2 class="st-heading-2">What Intel Models For Q4</h2>For the fourth quarter, Intel expects adjusted EPS of $0.08, in line with the Street estimate, and revenue of $12.8 billion to $13.8 billion versus the consensus of $13.35 billion. The company expects adjusted gross margin to be at 36.5%.CFO David Zinser noted that current demand outpaced supply and expected the trend to persist into 2026. The company expects client consumption total addressable market (TAM) to approach 290 million units in 2025, marking the fastest TAM growth since 2021. “We're prudently preparing for another year of strong demand in 2026 as Core Ultra 3 ramps into a healthy PC ecosystem,” Zinser said on the call.<h2 class="st-heading-2">What Retail’s Saying About Intel’s Q3 Print</h2>Intel was the top-trending equity ticker on Stockwits late Thursday. Retail sentiment toward the stock flipped to ‘bullish’ by late Thursday, from ‘bearish’ the day before. Retail chatter also improved to ‘high’ levels, with the 24-hour message volume leading up to late Thursday rising by 285%.A bullish user said Intel’s stock is positioned for the best gains for the year if the company continues to execute.<stembedurl>https://stocktwits.com/CowBoE/message/633526754</stembedurl>Another user lauded the company’s resurgence. “What a comeback! Ending this year close to $60 will be perfect,” they said.<stembedurl>https://stocktwits.com/yooa/message/633522194</stembedurl><h2 class="st-heading-2">Intel Stock Tops $40</h2>Following the post-earnings stock reaction in the after-hours session, Intel’s stock topped the $40 mark. If the gains are sustained in Friday’s regular session, the stock is on track to top the psychological level for the first time since early April in 2024.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ford-stock-rallies-after-hours-as-tariff-relief-novelis-restart-brighten-2025-outlook-for-f-150-trucks/cLGJEunR3rq">Ford Stock Rallies After-Hours As Tariff Relief, Novelis Restart Brighten 2025 Outlook For F-150 Trucks</a>

Intel logo is on a smartphone screen, with the company's branding in the background. Donald Trump posted AI-generated picture showing him trading Intel stock. (Photo by Cheng Xin/Getty Images)

Intel Stock Jumps After-Hours As AI Demand Powers Q3 Beat: Jim Cramer Lauds ‘Terrific’ CEO Lip-Bu Tan

The quarterly results also exceeded the company's guidance issued in late July.

<ul class="summary-bullets"><li>The recall includes model year 2024-2026 Cybertrucks, where the vehicle controller software may cause the front parking lights to be too bright.</li><li>As for a fix, Tesla released an over-the-air software update, free of charge to the customer. &nbsp;</li></ul>Tesla Inc. (TSLA) on Thursday recalled 63,619 Cybertruck vehicles, citing concerns about the front parking lights, the National Highway Traffic Safety Administration (NHTSA) stated.The <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://static.nhtsa.gov/odi/rcl/2025/RCLRPT-25V699-7285.pdf">recall </a>includes model year 2024-2026 Cybertrucks, where the vehicle controller software may cause the front parking lights to be too bright and exceed the maximum light output. These Cybertrucks were manufactured between Nov. 13, 2023, and Oct. 11, 2025.<h2 class="st-heading-2">What’s The Concern?</h2>Bright front parking lights will adversely affect the vision of other drivers and increase the risk of a crash, the regulator noted.As for a fix, Tesla released an over-the-air software update, free of charge to the customer. The release incorporating the fix began rolling out on October 8, the company added.Tesla is not aware of any warranty claims or field reports related to this issue, the regulator said. The company is also not aware of any collisions, injuries, or fatalities related to the issue, either, it added.The company identified the issue on October 1 during an interval review and subsequently decided to issue the recall after conducting a probe.<h2 class="st-heading-2">What Are Stocktwits Users Saying?</h2><a href="https://stocktwits.com/symbol/TSLA">Tesla shares</a> traded 4% lower in the premarket session at the time of writing. On Stocktwits, retail sentiment around TSLA stock stayed within the ‘extremely bearish’ territory over the past 24 hours while message volume jumped from ‘low’ to ‘high’ levels. Retail chatter around TSLA soared 314% over 24 hours, as of Thursday morning, according to Stocktwits data.A Stocktwits user opined that the stock has the potential to reach up to $500.<stembedurl>https://stocktwits.com/trading_momentum_x/message/633382467</stembedurl><h2 class="st-heading-2">Tesla Q3 Earnings</h2>Tesla on Wednesday <a href="https://stocktwits.com/news-articles/markets/equity/tesla-stock-slides-4-after-hours-on-q3-miss-rising-costs-tariffs-and-musk-s-1-trillion-pay-plea-rattle-investors/cLGE6chR3qs">posted</a> quarterly profit that missed Wall Street expectations, as rising costs and U.S. tariffs undercut record vehicle deliveries and revenue. Adjusted earnings for the third quarter (Q3) stood at $0.50 per share, below Koyfin’s estimate of $0.56, while revenue rose 12% to $28.1 billion, beating Koyfin’s forecast of $26.7 billion.TSLA stock is up by 9% this year and has more than doubled over the past 12 months.&nbsp;Read also: <a href="https://stocktwits.com/news-articles/markets/equity/microsoft-demands-industry-topping-profit-margins-from-xbox-report/cLG4WumR3AM">Microsoft Demands Industry-Topping Profit Margins From Xbox: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 A Cybertruck from Tesla drives across a street in Manhattan. Photo: Sven Hoppe/dpa (Photo by Sven Hoppe/picture alliance via Getty Images)

Tesla Recalls Nearly 64,000 Cybertrucks Over Concerns With The Front Parking Lights

The recall includes model year 2024-2026 Cybertrucks, where the vehicle controller software may cause the front parking lights to be too bright.

<ul class="summary-bullets"><li>Ives believes that Wall Street is still underestimating Microsoft’s growth trajectory going forward.</li><li>Morgan Stanley analyst Keith Weiss said Microsoft remains best positioned as chief investment officers of companies prioritize GenaAI</li><li>According to the Fiscal.ai-compiled consensus, Microsoft is expected to report EPS of $3.67 and revenue of $75.36 billion.</li></ul>Ahead of software giant Microsoft Corp.’s (MSFT) fiscal first-quarter earnings report, which is due after the market close on Wednesday, an analyst said he looks forward to “robust results.”<a href="https://stocktwits.com/symbol/MSFT">Microsoft stock</a> has gained over 24% so far this year, outperforming the broader market and the tech sector, although the rise trailed the red-hot pace of some of its mega-cap tech peers.<h2 class="st-heading-2">MSFT In Midst of Hitting Next AI Monetization Phase: Analyst</h2>In a note released Wednesday, Wedbush analyst Daniel Ives said he expects another strong earnings/outlook next week,&nbsp; further validating the Microsoft artificial intelligence (AI) growth story for the fiscal year 2026. “We believe Microsoft is in the midst of hitting its next phase of monetization on the AI front and more enterprises are accelerating their AI budgets and strategic footprint.”Ives believes that the Street is still underestimating Microsoft’s growth trajectory going forward. He views the Satya Nadella-led company as the clear frontrunner in enterprise hyper-scale AI, despite growing competition from Amazon’s AWS and Google’s GCP.The tech analyst said, “Our thesis remains that the cloud and AI monetization are going to comprise a larger piece of Redmond going forward and will ultimately spur growth and margins over the coming years.”Wedbush has an ‘Outperform’ rating and $625 price target for Microsoft.<h2 class="st-heading-2">What Street Expects From MSFT’s Q1 Print</h2>According to the Fiscal.ai-compiled consensus, Microsoft is expected to report earnings per share (EPS) of $3.67 and revenue of $75.36 billion. This compares to the year-ago’s $3.3 in EPS and $65.58 billion in revenue.In a note released earlier this month, Morgan Stanley analyst Keith Weiss said Microsoft remains best positioned as chief investment officers of companies prioritize generative AI (GenAI). Microsoft’s key secular themes, its deep integrations across the software ecosystem, vast scope of products to monetize GenAI across its broad portfolio and installed base, and significant and increasing AI infrastructure investments place it in good standing, the analyst said.<h2 class="st-heading-2">Retail’s Waning Confidence In MSFT Stock</h2>Stocktwits’ retail users held a grim view of a stock, with the sentiment remaining ‘bearish’ for about a month now. The message volume on the Microsoft Stream remained ‘normal.’Most users holding a muted view of the Microsoft stock premised their worries on factors extraneous to the company. “Market is inflated…Don't catch [a] falling knife,” one of them said.<stembedurl>https://stocktwits.com/jaysonlandry/message/633314921</stembedurl>However, a bullish user said Microsoft is still the “king of consistency.”<stembedurl>https://stocktwits.com/jaysonlandry/message/633314921</stembedurl>Microsoft stock has traded in a 52-week range of $344.79-$555.45, with the upper end being the intraday peak hit on July 31. The average analyst’s price target for the stock is $621.27, according to Koyfin, implying upside potential of about 20%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dow-nasdaq-100-futures-diverge-as-traders-digest-earnings/cLG4ex0R3AJ">Dow, Nasdaq 100 Futures Diverge As Traders Digest Earnings — Strategist Flags Risk Of First Correction Since April But Advises Seizing ‘Buying Opportunities’</a>

The Microsoft logo represents the American multinational corporation and technology company best known for its software products like Windows.

Why This Microsoft Analyst Expects Another Strong Quarterly Earnings, Outlook From Redmond Next Week

Ives believes that Wall Street is still underestimating Microsoft’s growth trajectory going forward.

<ul class="summary-bullets"><li>Core Scientific derives a bulk of its total revenue from digital asset self-mining and hosted mining.</li><li>Core Scientific shareholders are scheduled to vote on the deal to be bought by CoreWeave in a special meeting to be held on Oct. 30.</li><li>CEO Michael Intrator reportedly clarified in an interview this week that CoreWeave would not sweeten its offer.</li></ul>Core Scientific (CORZ) stock is on track to rebound from Wednesday’s steep sell-off, with retail sentiment remaining upbeat. Following Wednesday’s 7.4%&nbsp;plunge,&nbsp;<a href="https://stocktwits.com/symbol/CORZ">CORZ stock</a>&nbsp;is headed for its worst week since early August.Dover, Delaware-based Core Scientific, a data center infrastructure and crypto mining company, has agreed to be taken over by Nvidia-backed CoreWeave (CRWV) in an all-stock transaction. Core Scientific shareholders would receive 0.1235 newly-issued Class A common stock for every CORZ stock they hold, translating to a total deal value of about $9 billion compared to Core Scientific’s current market capitalization of $5.471 billion.Buoyed by artificial intelligence (AI)-related demand for infrastructure and the CoreWeave deal, the stock has been on a broader uptrend since the post-tariff lows seen in early April. The stock had hit an all-time high of $20.36 (intraday) on Oct. 16 but has since retreated from the peak.<h2 class="st-heading-2">What’s Ailing CORZ Stock&nbsp;</h2>The recent weakness in Core Scientific stock may be partly attributed to the crypto market's weakness amid an uncertain geopolitical backdrop. <a href="https://stocktwits.com/coins/bitcoin">Bitcoin</a> has lost about 14% from its Oct. 6 peak of $126,198.07, indicating it is in correction territory.Core Scientific derives a bulk of its total revenue from digital asset self-mining and hosted mining. The second-quarter results released in early August showed that roughly 87% of the total revenue of $78.6 million was derived from these two segments. Colocation revenue related to high-performance computing hosting contributed only $10.6.Additionally, proxy advisory firms ISS and Glass Lewis have opposed the CoreWeave deal, urging Core Scientific shareholders to vote against the latter’s sale to the former.In a statement, Glass Lewis said, “The market's prolonged discount of the deal's implied value to Core Scientific's share price—combined with the absence of any mechanisms to mitigate downside risk—indicates that the proposed exchange does not adequately compensate Core Scientific shareholders for the risks inherent in the CoreWeave consideration.”&nbsp; Two Seas Capital, one of the largest Core Scientific shareholders, has also opposed the proposed transaction.Responding to the development, CoreWeave said in a statement released late Wednesday that it disagreed with the proxy firms’ rejection call. “While neither ISS nor Glass Lewis questions the strategic merit of the transaction, both base their recommendations largely on the current Core Scientific stock price and overlook the risks of a standalone Core Scientific,” it said.In a CNBC interview CEO, CoreWeave CEO Michael Intrator&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/10/21/coreweave-ceo-on-core-scientific-deal-as-shareholder-opposition-rises.html">said</a> earlier this week that Core Scientific would be a “nice to have” rather than a necessity, adding that CoreWeave would not sweeten its offer.<h2 class="st-heading-2">What Retail’s Feeling About Core Scientific Stock</h2>On Stocktwits, retail sentiment toward Core Scientific stock remained ‘bullish’ as of early Thursday, although down from the ‘extremely bullish’ sentiment seen from a week ago. The message volume on the CORZ stream remained ‘high.’A user expects Two Seas to call a special shareholder meeting if the merger proposal is rejected, to remove the full slate of directors and name a new CEO.<stembedurl>https://stocktwits.com/Rayyleee/message/633370800</stembedurl>Another user, however, said there is no future for Core Scientific if the deal does not go through.<stembedurl>https://stocktwits.com/Cloud_Data/message/633352356</stembedurl>Core Scientific shareholders are scheduled to vote on the deal in a special meeting to be held on Oct. 30. The original timeline for the completion of the agreement is the fourth quarter.In overnight trading, Core Scientific stock rose 1.12%, according to Yahoo Finance. The stock has gained about 27% 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/trump-administration-reportedly-mulls-quantum-investments/cLG4PlHR3q6">IONQ, QBTS, RGTI: Retail Traders Gear Up For ‘Explosive’ Moves As Trump Administration Reportedly Mulls Quantum Investments</a>

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

Core Scientific Stock Heads For Worst Week In Nearly 3 Months Amid Crypto Selloff, CoreWeave Deal Uncertainty — But Retail Stays Upbeat

Core Scientific shareholders are scheduled to vote on the deal to be bought by CoreWeave in a special meeting to be held on Oct. 30.

<ul class="summary-bullets"><li>First-quarter revenue grew 27.6% YoY, although slowing from the 33.6% pace seen in the previous quarter.</li><li>CEO Tim Archer said the company is executing well in an environment of tremendous opportunity.</li><li>Retail sentiment toward LRCX stock improved to ‘extremely bullish’ on Stocktwits by late Wednesday.</li></ul>Semiconductor equipment maker Lam Research Corp’s (LRCX) stock slipped 0.54% in Wednesday’s extended session following its quarterly results, but it has since wiped the losses. In overnight trading,&nbsp;<a href="https://stocktwits.com/symbol/LRCX">LRCX stock</a> traded up 0.17%, according to Yahoo Finance.Lam Research stock has nearly doubled this year (+97%).<h2 class="st-heading-2">Lam Research’s Q1 Earnings Snapshot</h2>Fremont, California-based Lam Research’s revenue for the first quarter of the fiscal year 2026 grew 27.6% year-over-year (YoY), although slowing from the 33.6% pace seen in the previous quarter, while adjusted earnings per share (EPS) jumped nearly 47%. The revenue marked a quarterly record.-Revenue: $5.32 billion Vs. Fiscal.ai-compiled consensus of $5.23 billion-Adjusted EPS: $1.26 Vs. $1.22 consensus-Adjusted gross margin: 35%, up 60 basis points from Q4’25Lam Research’s CEO Tim Archer said the company’s innovations are helping its customers address major artificial intelligence (AI)-driven manufacturing inflections. “We are executing well in an environment of tremendous opportunity, and with our expanding portfolio of products and solutions across critical device segments, we are strongly positioned for continued growth.”Among business segments, systems revenue, accounting for roughly 67% of the total revenue, jumped about 49% and 3% sequentially. Geographically, China accounted for 43% of the total revenue, Taiwan 19%, Korea 15% and Japan 10%.<h2 class="st-heading-2">Lam Research’s Outlook</h2>The company guided second-quarter revenue in the range of $4.9 billion to $5.5 billion and adjusted EPS of $1.05 to $1.25.&nbsp; Analysts, on average, expect the metrics to be at $5.23 billion and $1.03, respectively. It expects adjusted margins to come in at 33% +/- 1%.On the earnings call, CEO Archer said the quarterly revenue guidance incorporated roughly a $200 million revenue impact from the recently announced 50% affiliate rule restricting shipments to certain domestic&nbsp;Chinese customers, according to a transcript provided by Koyfin. The company expects the rule to impact its full-year revenue by about $600 million.&nbsp;Archer expects the China region to represent less than 30% of our overall revenues in calendar year 2026. Worldwide wafer fabrication equipment (WFE) spending has been shaping up to be slightly better than the company’s prior view of $105 billion in the calendar year 2025, predominantly due to better-than-expected high-bandwidth memory (HBM)-related investments, he added.<h2 class="st-heading-2">What Retail’s Feeling About LRCX Stock</h2>Retail sentiment toward LRCX stock improved to ‘extremely bullish’ on Stocktwits by late Wednesday, from the ‘neutral’ mood seen a day ago. Retail chatter also grew to ‘extremely high’ levels. The message volume on the stream climbed nearly 1,800% over the 24 hours leading up to late Wednesday.A bullish user lamented that “good companies” are being held down as usual, adding that the stock could climb to $300 next year. LRCX stock settled&nbsp;in Wednesday’s regular session at $141.25.<stembedurl>https://stocktwits.com/BigMoneyBenjamins/message/633341030</stembedurl>Another user suggested that the post-earnings stock reaction may have been due to the soft guidance, which potentially triggered profit-taking. ‘Planning to reload later,” they said.<stembedurl>https://stocktwits.com/WhorenLauren/message/633332173</stembedurl>According to Koyfin, the consensus price target for LRCX stock is $130.96, implying over 7% downside from current levels.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ibm-stock-plunges-after-hours-despite-q3-revenue-beat-guidance-hike/cLG4GCYR3qt">IBM Stock Plunges After-Hours Despite Q3 Revenue Beat, Guidance Hike: Analyst Says Buy Any ‘Knee-Jerk’ Weakness</a>

In this photo illustration, a person holds a smartphone displaying the logo of Lam Research Corporation (NASDAQ: LRCX) on July 28, 2025, in Chongqing, China. 

Lam Research Stock Wobbles After-Hours Despite Q1 Beat: Here’s Why

First-quarter revenue grew 27.6% YoY, although slowing from the 33.6% pace seen in the previous quarter.

&nbsp;<ul class="summary-bullets"><li>The company’s GenAI book of business stood at more than $9.5 billion, accelerating from the $7.5 billion in the previous quarter.</li><li>The board approved a regular quarterly cash dividend of $1.68, payable on Dec. 10.</li><li>Commenting on the results, Wedbush’s Daniel Ives said IBM delivered “solid metrics with AI path front and center into the fiscal year 2026.”</li></ul>International Business Machines Corp. (IBM) stock slumped 6.52% in extended trading despite the business services giant’s fairly positive quarterly results and guidance raise but retail sentiment toward the stock improved notably to buoyant levels.<a href="https://stocktwits.com/symbol/IBM">IBM’s stock,</a> which has gained over 33% year-to-date, ended Wednesday’s session up nearly 2% at $287.51.&nbsp;<h2 class="st-heading-2">IBM’s Q3 Earnings Snapshot</h2>Armonk, New York-based IBM’s CEO, Arvind Krishna, said key quarterly metrics such as revenue, profit, and free cash flow all exceeded the company’s expectations as clients across the globe leveraged the company’s technology and domain expertise to drive productivity and deliver real business value with artificial intelligence (AI). He noted that the company’s generative AI (GenAI) book of business stood at more than $9.5 billion, accelerating from the $7.5 billion in the previous quarter.Here’s how the third-quarter headline metrics panned out:-Revenue: $16.3 billion, up 9% year-over-year (YoY), Vs. Fiscal.ai-compiled $16.10 billion consensus-Adjusted earnings per share (EPS): $2.65, aligning with the consensus-Adjusted gross margin: 58.7%, up&nbsp; 1.2 pointsIBM CFO James&nbsp;Kavanaugh attributed the accelerated revenue and profit growth to “new innovation, the strength and diversity of our portfolio, and our disciplined execution.” “Consistent focus on the fundamentals of our business delivered double-digit growth in adjusted EBITDA, and drove another quarter of strong free cash flow, the fuel for our investments and ability to return value to shareholders.”Among business segments, infrastructure revenue ($3.6 billion) climbed 17% YoY, while software ($7.2 billion) and consulting revenue ($5.3 billion) rose 10% and 3%, respectively. In the infrastructure business, IBM z17, which integrates advanced AI into hybrid cloud, saw 61% growth. The consulting business showed strong GenAI demand with over $1.5 billion in bookings in the quarter. IBM attributed the strong software revenue growth to automation, which was up 22%.Commenting on the results, Wedbush’s Daniel Ives said IBM delivered “solid metrics with AI path front and center into the fiscal year 2026,” adding that AI projects were ramping big. The analyst attributed the strong AI book of business to increasing demand for the company’s AI agents and assistants, as well as the widening of its reach across verticals.&nbsp;<h2 class="st-heading-2">IBM Shareholder Return</h2>The board approved a regular quarterly cash dividend of $1.68, payable on Dec. 10, to shareholders of record on Nov. 10.&nbsp;<h2 class="st-heading-2">What Retail Is Saying About IBM’s Q3 Print</h2>On Stocktwits, retail sentiment toward the stock soared to an ‘extremely bullish’ level by late Wednesday, from ‘bearish’ a day ago. The message volume also perked up to ‘extremely high’ levels, with the 24-hour change in the retail chatter leading up to late Wednesday at about 800%. The stock was among the top 15 trending equity tickers on the platform.&nbsp;<stembedurl>https://stocktwits.com/skcour/message/633357476</stembedurl>Another user smelt a dip-buying opportunity. “Good time to start buying in?" they asked.<stembedurl>https://stocktwits.com/WorkHard7/message/633352511</stembedurl><h2 class="st-heading-2">What Is IBM’s Outlook?</h2>Krishna said, “Given the strength of our business, we are raising our full-year outlook for revenue growth and free cash flow.” The company guided constant currency revenue growth of more than 5% and free cash flow of $14 billion for the year, versus its previous outlook of at least 5% revenue growth and $13.5 billion in free cash flow.In a prepared speech delivered on the earnings call, Krishna made note of macro uncertainties but stated that overall, the company continued to see broad-based demand from clients.Analyst Ives said, “We would be buyers of any modest knee-jerk weakness in the stock,” as he sees IBM well-positioned to capitalize on the “current demand wave for hybrid cloud and AI Applications.”IBM is part of Wedbush’s Best Ideas and “Ives AI 30”&nbsp;lists. The&nbsp;research firm maintained an ‘Outperform’ rating and $325 price target for the stock.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tesla-stock-slides-4-after-hours-on-q3-miss-rising-costs-tariffs-and-musk-s-1-trillion-pay-plea-rattle-investors/cLGE6chR3qs">Tesla Stock Slides 4% After-Hours On Q3 Miss: Rising Costs, Tariffs And Musk’s $1 Trillion Pay Plea Rattle Investors</a>

A group of people attend the inauguration of IBM's new European Digital Sales center in La Marina, June 3, 2025, in Valencia, Valencia, Spain. 

IBM Stock Plunges After-Hours Despite Q3 Revenue Beat, Guidance Hike: Analyst Says Buy Any ‘Knee-Jerk’ Weakness

The company’s GenAI book of business stood at more than $9.5 billion, accelerating from the $7.5 billion in the previous quarter.

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