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The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Trade Desk is trending as community members discuss a recent price dip possibly connected to news of Amazon offering free trials of its DSP, raising concerns about increased competition. Some investors are calling for the CEO to address investor fears, while others speculate about market manipulation and the potential for a pre-earnings rally. The stock's volatile price action and sensitivity to broader market trends remain a key point of discussion.

Syndax Pharmaceuticals, Inc. engages in the development of cancer therapies. Its products include SyndAccess, Revuforj, Niktimvo, and IncyteCARES. The company was founded by Richard A. Heyman, Eckard Weber, Peter Ordentlich, Ronald M. Evans and Michael Downes on October 11, 2005 and is headquartered in New York, NY.

Syndax Pharmaceuticals Inc

Syndax Pharmaceuticals is trending due to FDA approval of its leukemia drug Revuforj, although a black box warning about potentially fatal side effects has tempered enthusiasm. The community is debating the significance of the safety label, with some seeing a buying opportunity while others express concern. Despite the approval, the stock has declined, prompting discussion about short selling, market manipulation, and potential future buyout offers.

Energy Fuels, Inc. is a mining development company, which engages in the exploration and evaluation of uranium and vanadium properties. It also operates the Nichols Ranch, Alta Mesa, and White Mesa Mill projects. The company was founded by George E. L. Glasier and John David Mason on June 24, 1987 and is headquartered in Lakewood, CO.

Energy Fuels Inc

Energy Fuels ($UUUU) is mega trending as traders discuss potential government contracts and insider trading activity based on recent call option sweeps. Community members are actively debating whether the stock will break through the $23 resistance and make a run to $27. The focus remains on domestic rare earth production and the potential impact of geopolitical events.

Picard Medical, Inc. is a medical technology company, which manufactures and sells the only U.S. FDA, and Health Canada approved implantable SynCardia TAH. It develops the first fully implantable SynCardia TAH as an alternative to heart transplantation for patients with biventricular heart failure in the U.S. and around the world. The company is headquartered in Tucson, AZ.

Picard Medical Inc.

PMI is trending as traders react to a recent price drop, with some citing a company statement addressing the decline and others pointing to a potential misunderstanding of a recent SEC filing regarding share dilution. The community is actively debating whether the stock represents a long-term value opportunity, while also questioning if the volatility is related to a pump-and-dump scheme. Some traders are reporting difficulty buying shares on certain platforms, further fueling speculation.

Newegg Commerce, Inc. is an e-commerce company. It offers direct sales and an online marketplace platform for IT computer components, consumer electronics, entertainment, smart home and gaming products. The firm also provides third-party logistics services globally. The company was founded on July 22, 2003 and is headquartered in City of Industry, CA.

Newegg Commerce Inc

NEGG is trending as retail investors rally behind a potential short squeeze, fueled by high borrowing costs and a perceived scarcity of shares available for shorting. The community is actively discussing strategies to pressure short sellers, with some pointing to insider buying as a bullish signal. Despite some volatility, there's a general sentiment that a significant move is on the horizon, and that high CTB/borrowing fees are making it hard for shorts to maintain positions.

Creative Media & Community Trust Corp. is a real estate investment trust that seeks to own, operate, and develop premier multifamily and creative office assets in vibrant and emerging communities throughout the United States. It operates through the following segments: Office, Hotel, and Lending. The Office segment consists of the rental of office space and other tenant services, including tenant reimbursements, parking, and storage space rental. The Hotel segment involves the operation of hotel properties. The Lending segment focuses on loans to small businesses. The company was founded in 1993 and is headquartered in Dallas, TX.

Creative Media & Community Trust

CMCT is trending as traders discuss a potential short squeeze and a low float, with some drawing comparisons to other stocks that have experienced significant upward movement. The community is actively watching key breakout levels, anticipating a rapid price increase if certain thresholds are met. However, concerns remain around reverse splits and the company's financials.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

NBIS is trending as the stock experiences a volatile period, marked by a recent pullback and subsequent rebound, leading to active discussions about potential bottom levels and future price movements. Community members are debating whether to buy the dip, hold through the volatility, or take profits, with some drawing comparisons to other AI-related stocks. Positive sentiment is building around upcoming earnings and potential partnership announcements, contributing to speculation about a significant price surge.

Click Holdings Ltd. operates as a holding company which provides temporary and permanent personnel solutions. Its services include professional solution services, nursing solution services, and logistics and other solution services. The company was founded by Chan Chun Sing on January 31, 2024 and is headquartered in Hong Kong.

Click Holdings Ltd. - Ordinary Shares - Class A

Click Holdings Limited

CLIK is trending due to discussions around its low float and potential for a significant short squeeze, with some drawing comparisons to other Hong Kong stocks that have experienced massive gains. Community members are debating its potential, citing its small float and upcoming news catalysts while also acknowledging concerns about dilution and large sellers. The stock's connection to the Hong Kong/China market and its potential for volatility are also driving interest.

ADMA Biologics, Inc. operates as a biopharmaceutical company, which is engaged in manufacturing, marketing, and developing specialty plasma-derived biologics. The firm operates through the following business segments: ADMA BioManufacturing, Plasma Collection Center, and Corporate. The ADMA BioManufacturing segment consists of immune globulin manufacturing and development operations. The Plasma Collection Center consists of source plasma collection facilities. The Corporate segment includes general and administrative overhead expenses. The company was founded by Adam S. Grossman and Jerrold B. Grossman on June 24, 2004 and is headquartered in Ramsey, NJ.

Adma Biologics Inc

Shares of ADMA are experiencing volatility, with community members pointing to potential manipulation and profit-taking as possible causes for recent price swings. While some investors express concern over open put positions and overall market conditions, others are optimistic about a pre-earnings run-up, citing strong pre-market activity and anticipating positive earnings driven by a new FDA-approved production process. Some are also speculating about a potential buyout, while others suggest the recent slide provides a buying opportunity given the company's fundamentals.

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

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Coinbase ($COIN) is trending as investors digest J.P. Morgan's upgrade to "overweight" and a raised price target, fueled by optimism around new revenue streams and the potential of its Base blockchain. Community members are actively discussing the stock's outperformance relative to Bitcoin YTD and anticipating a potential move towards new 52-week highs. Some traders are closely watching option activity, while others express concerns about correlation to crypto markets and volatility ahead of earnings.

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<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.

Equity

<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%.

Netflix Lags Q3 Earnings Yet Ups Free Cash Flow View: ETFs in Spotlight

 Netflix's Q3 earnings miss hits shares hard, but ETFs like FDN, XLC and FNGS offer a diversified play on its long-term potential.  

<ul class="summary-bullets"><li>The company’s Q3 revenue hit $30.7 billion while earnings per share (EPS) met analyst expectations.</li><li>AT&amp;T logged 288,000 new fiber customers and 270,000 new “Internet Air” customers.</li><li>Retail investor sentiment surrounding the stock turned 'extremely bullish' on Stocktwits.</li></ul>AT&amp;T Inc.(T) Chairman and CEO, John Stankey, said on Wednesday that the company&nbsp;delivered a strong performance in the third quarter (Q3) of 2025, showcasing strength in both its wireless and fiber broadband operations.&nbsp;<blockquote>"We achieved our highest total broadband net adds in 8 years”.- John Stankey, Chairman And CEO, AT&amp;T</blockquote>"In Mobility, we delivered over 400,000 postpaid phone net adds in the quarter, which is slightly ahead of our performance a year ago," Stankey added in the earnings call.<h2 class="st-heading-2">Revenue And EPS&nbsp;</h2>The company recorded a revenue of $30.7 billion, marking a 1.6% year-on-year (YoY) increase, while adjusted earnings per share (EPS) stood at $0.54. While Q3 revenue slightly missed the analysts’ consensus estimate of $30.8 billion, EPS matched the estimate, according to Fiscal AI data.&nbsp;Operating income reached $6.1 billion, marking a 190% jump YoY, and free cash flow increased to $4.9 billion from $4.6 billion last year.AT&amp;T stock traded over 2% lower on Wednesday afternoon. On Stocktwits, retail sentiment around the stock improved to ‘extremely bullish’ from ‘bullish’ territory the previous day. Message volume shifted to ‘high’ from ‘normal’ levels in 24 hours.&nbsp;<figure class="image"><img style="aspect-ratio:935/102;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_22_141100_png_ffd5ad5340.webp" alt="T’s Sentiment Meter and Message Volume as of 01:45 p.m. ET on Oct. 22, 2025 | Source: Stocktwits" width="935" height="102"><figcaption>T’s Sentiment Meter and Message Volume as of 01:45 p.m. ET on Oct. 22, 2025 | Source: Stocktwits</figcaption></figure>The stock experienced a 257% increase in user messages as of Wednesday morning.&nbsp;<h2 class="st-heading-2">Strong Customer Additions&nbsp;</h2>The company added 405,000 post‑paid phone subscribers during the quarter while maintaining postpaid phone churn at 0.92%. On the broadband front, it logged 288,000 new fiber customers and 270,000 new “Internet Air” customers.&nbsp;Led by these gains, consumer fiber broadband revenue advanced 16.8% YoY to $2.2 billion. Notably, over 41% of AT&amp;T Fiber households also subscribe to AT&amp;T Mobility service.AT&amp;T stock has gained over 11% year-to-date and over 18% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/intuitive-surgical-earnings-spark-analysts-price-target-hike-retail-optimism-jumps/cLG5iCVR3qF">Intuitive Surgical Earnings Spark Analysts' Price Target Hike On Wall Street– Retail Optimism Jumps</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 AT&T store, building exterior, Fifth Avenue, New York City, New York, USA. 

AT&T CEO Touts Strongest Broadband Growth In 8 Years: Retail Joins The Party

The company’s Q3 revenue hit $30.7 billion while EPS met analyst expectations.

<ul class="summary-bullets"><li>Netflix's third-quarter revenue and EPS missed Wall Street targets.</li><li>Evercore ISI said the stock’s 6% fall is due to the Brazilian tax issue and absence of 2026 guidance.</li><li>Piper Sandler analyst Thomas Champion revised the firm’s price target down to $1,400 from $1,500.</li></ul>Netflix Inc. (NFLX) stock was in the spotlight on Wednesday morning after the streaming giant’s third-quarter (Q3) revenue and earnings per share (EPS) fell short of Wall Street expectations and prompted analysts to slash price targets.The company’s Q3 revenue of&nbsp;$11.51 billion and EPS of $5.87 both missed the analysts’ consensus estimate of $11.52 billion and $6.95, respectively, according to Fiscal AI data.&nbsp;<h2 class="st-heading-2">Minor Revenue Miss Triggers Major Stock Reaction</h2>Evercore ISI pointed out that the streaming giant’s revenue missed estimates by just 0.1%, marking the first such shortfall in two years. Despite the minor scale of the miss, the firm noted it had an outsized impact due to Netflix’s subscription-based model, which tends to show minimal volatility in earnings from quarter to quarter.&nbsp;<a href="https://stocktwits.com/symbol/NFLX">Netflix stock</a> traded over 6% lower in Wednesday’s premarket and was among the top five trending tickers on Stocktwits. Retail sentiment around the stock remained in ‘bullish’ territory, and message volume improved to ‘extremely high’ from ‘normal’ levels in 24 hours.&nbsp;<figure class="image"><img style="aspect-ratio:939/114;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_22_064712_png_a1258c8af1.webp" alt="NFLXs Sentiment Meter and Message Volume as of 07:00 a.m. ET on Oct. 22, 2025 | Source: Stocktwits" width="939" height="114"><figcaption>NFLXs Sentiment Meter and Message Volume as of 07:00 a.m. ET on Oct. 22, 2025 | Source: Stocktwits</figcaption></figure>According to Evercore, the 6% drop in the stock stemmed from the revenue miss, an unexpected Brazil-related tax expense, and the lack of any guidance for 2026.<h2 class="st-heading-2">Piper Sandler, JPMorgan Trim Price Targets&nbsp;</h2>Meanwhile, Piper Sandler analyst Thomas Champion revised the firm’s price target down to $1,400 from $1,500, though he kept an ‘Overweight’ rating on the stock. He characterized the Q3 results as “mixed,” citing in-line sales but weaker-than-expected operating income, largely due to a $619 million tax accrual tied to a dispute in Brazil.&nbsp;Piper continues to view the company as one of the top players in the consumer internet space. JPMorgan analyst Doug Anmuth also lowered the firm's price target to $1,275 from $1,300 and reiterated a ‘Neutral’ rating on the shares.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/six-flags-stock-jumps-nearly-5-premarket-on-jana-s-activist-involvement/cLG554UR3pC">Six Flags Stock Jumps Nearly 5% Premarket — Travis Kelce’s Star Power Is In Play</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A person holds a smartphone in vertical orientation displaying the red N logo of Netflix in front of a blurred background showing the company name in bold red letters on July 13, 2025. 

Netflix’s Q3 Revenue Miss Gets Wall Street Talking: What’s Drawing Their Attention?

Netflix's third-quarter revenue and EPS missed Wall Street targets.

&nbsp;<ul class="summary-bullets"><li>Sam Altman-led OpenAI unveiled a new browser, ChatGPT Atlas, on Tuesday.</li><li>Google’s Chrome dominates the browser market, with a nearly 72% market share, according to Statcounter.</li><li>GOOGL has been among the best-performing mega-cap stocks this year, having gained nearly 33%.</li></ul>Alphabet, Inc. (GOOGL) (GOOG) stock climbed over 1% in Wednesday’s early premarket session, signaling a potential rebound from the previous session’s sharp pullback.GOOGL has been among the best-performing mega-cap stocks this year, having gained nearly 33%,&nbsp;thanks to its advances in artificial intelligence (AI) development and a&nbsp;less-than-feared antitrust ruling that allowed the company to keep its Chrome browser and search deal with Apple.<h2 class="st-heading-2">Alphabet Investors Look To Leave Browser Woes Behind</h2>On Tuesday, Google-parent&nbsp;<a href="https://stocktwits.com/symbol/GOOGL">Alphabet’s stock&nbsp;</a>fell 2.37% to $250.46,&nbsp;with 1.3 times the average trading volume, as Sam Altman-led <a href="https://stocktwits.com/symbol/OPENAI">OpenAI</a> unveiled its new browser, named ChatGPT Atlas. According to Statcounter, Google’s Chrome had a nearly 72% share in the worldwide browser market in September. Incidentally, Perplexity, another AI startup, has already launched its own Comer AI browser.The Alphabet stock may receive some support from a Bloomberg report that stated that Amazon-backed&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/anthropic-eyes-multibillion-dollar-deal-with-google-for-cloud-capacity/cLGPtOVR3pg">Anthropic is in discussions with Google</a> to secure cloud computing capacity in a deal valued in the high tens of billions.&nbsp;<h2 class="st-heading-2">What Retail Is Feeling About Alphabet Stock</h2>Alphabet stock has seen an improvement in sentiment among retailers on the&nbsp;Stocktwits platform, with the mood now ‘bullish’&nbsp;compared&nbsp;to ‘bearish’&nbsp;the previous day. The message volume on the GOOGL stream also&nbsp;increased to ‘extremely high,’ rising by over 350% in the last 24 hours leading up to late Tuesday.<figure class="image"><img style="aspect-ratio:623/51;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_22_at_5_30_51_AM_png_99ea5c8f67.webp" alt="Screenshot 2025-10-22 at 5.30.51 AM.png" width="623" height="51"><figcaption>GOOGL sentiment and message volume as of 5:30 a.m. ET, Oct. 22 | source: Stocktwits</figcaption></figure>A bullish watcher said they added 10,000 GOOGL stock on Tuesday’s dip.&nbsp;<stembedurl>https://stocktwits.com/jibuu/message/633175736</stembedurl>Another user braced for a new all-time high on Wednesday. The stock’s current intraday peak of $257.33 was reached this Monday.<stembedurl>https://stocktwits.com/jobTrader/message/633161566</stembedurl>According to Koyfin, the average analysts’ price target for the GOOGL stock is $254.13, implying 1.46% upside from Tuesday’s close.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/six-flags-stock-jumps-nearly-5-premarket-on-jana-s-activist-involvement/cLG554UR3pC">Six Flags Stock Jumps Nearly 5% Premarket — Travis Kelce’s Star Power Is In Play</a>

The Google brand logo (logo, symbol, emblem) can be seen at the company's stand at the IAA Mobility (International Motor Show) in a hall at Messe München (Bavaria, Germany) on September 12, 2025.

Alphabet Stock Rebounds Over 1% Premarket After Browser Rivalry Sell-Off, Here’s Why

Google’s Chrome dominates the browser market, with a nearly 72% market share, according to Statcounter.

&nbsp;<ul class="summary-bullets"><li>Netflix Q3 revenue was roughly in line, while EPS missed consensus and the company’s guidance.</li><li>The Brazilian tax expense that dented the bottom line covers periods from 2022 through the third quarter and was booked as a cost of revenue.</li><li>The company maintained its full-year revenue guidance but reduced its margin estimate slightly.</li></ul>Netflix, Inc. (NFLX) stock slumped about 6.50% to $80.41 in Tuesday’s extended session as traders took stock of the streaming giant’s quarterly report, which showed an earnings miss due to an expense it incurred due to an ongoing Brazilian tax dispute regarding non-income tax assessments.Retail investors stayed optimistic despite the after-hours drop in Netflix stock.<h2 class="st-heading-2">Netflix Q3 Earnings Snapshot</h2>- Revenue: $11.51 billion (up 17.2% Year-over-Year) Vs. $11.52 billion (consensus compiled by Fiscal.ai)- Earnings per share (EPS): $5.87 Vs. $6.95 consensusThe revenue growth accelerated from 15.9% in the previous quarter, driven by membership growth, pricing adjustments, and increased ad revenue, but was slightly shy of the guidance issued in late July. The company clarified that the Brazilian tax impact was not incorporated in its guidance ($6.87). It noted that the expense, which covers periods from 2022 through the third quarter, was booked as a cost of revenue. The expense also dented operating margin, which came in at 28% below the 31.5% guidance.Investing.com analyst Thomas Monteiro, however, refused to pin the lukewarm results to the Brazilian tax issue alone. “Although the tax litigation issue certainly had an impact—particularly on margins—the truth is that the company failed to deliver the kind of growth we’ve grown used to over the past couple of years,” he said.Among the red flags the analyst raised were the tougher-than-expected environment for new user acquisition, signals that the company’s price-hiking power may be nearing a short-term peak, and the healthy ad market potentially approaching a short-term peak.“While we’ll get a clearer picture next week from Meta and Alphabet, this is an early indication that the business cycle might be turning more cautious. If confirmed, both Q4 earnings and 2026 projections will become increasingly dependent on the Fed’s rate cycle."<h2 class="st-heading-2">Netflix’s Forward Outlook</h2>The Los Gatos-based company guided to fourth-quarter revenue growth of 17% versus the 16.5% consensus, and an operating margin expansion of 2 percentage points YoY to 23.9%. It clarified that the Brazilian tax expense will not have a material effect on future results.Netflix expects full-year revenue of $45.1 billion, translating to 16% growth, aligning with the previous guidance of 15%-16% growth. Analysts, on average, estimate about 15.6% topline growth for the year. The company slightly reduced its operating margin forecast for 2025 to 29% from 30%.<h2 class="st-heading-2">Not Interested In Warner Bros. Deal</h2>While answering a question from an analyst on the earnings call, co-CEO Theodore Sarandos shot down rumors of Netflix’s interest in buying out Warner Bros. Discovery (WBD), which saw its stock rally over 10% on Tuesday on the speculation.“We've been very clear in the past that we have no interest in owning legacy media networks, so there's no change there,” he said, adding that the company predominantly focused on growing organically, investing aggressively and responsibly into the growth and returning excess cash flow to shareholders through our share repurchase.<h2 class="st-heading-2">What Retail’s Saying About Netflix Earnings</h2>On Stocktwits, retail sentiment toward Netflix stock was ‘bullish’ by late Tuesday, a notch below the ‘extremely bullish’ mood. The earnings report set off heavy retail chatter on the platform. The message volume spiked nearly 1,100% over the 24 hours leading up to late Tuesday. Netflix was the top-trending equity ticker on the platform following the earnings.Most retail investors slammed the adverse stock reaction, with one user calling the Brazilian tax issue a one-time event.<stembedurl>https://stocktwits.com/emptherapies/message/633162272</stembedurl>Another user suggested it was time to load up, potentially to capitalize on the earnings drop. A third user said the stock would bounce back above $1,200 by the end of the year.<stembedurl>https://stocktwits.com/go_long_braddah/message/633160324</stembedurl><stembedurl>https://stocktwits.com/theamazingspiderman/message/633154872</stembedurl>A user referred to a comment from Evercore ISI, stating that if not for the Brazilian tax hit, EPS would have grown 7%. They also noted that the firm did not trim its $1,375 price target. The same user, however, speculated that the company may have missed on subscriber numbers, which Netflix no longer discloses.<stembedurl>https://stocktwits.com/nio11/message/633155006</stembedurl><h2 class="st-heading-2">The Netflix Stock</h2>Netflix ended Tuesday’s regular session up 0.23% at $1,24.35 and has gained 40% for the year-to-date (YTD) period. The average price target for the Netflix stock is $1,349.88, implying roughly 9% upside from Tuesday’s close.The stock has traded in a 52-week range of $1,231.78 to $1,341.15.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/anthropic-eyes-multibillion-dollar-deal-with-google-for-cloud-capacity/cLGPtOVR3pg">Anthropic Eyes Multibillion Dollar Deal With Google For Cloud Capacity: Report</a>

Netflix, Inc. (NASDAQ: NFLX) releases a financial earnings report on October 21, 2025. (Photo by Mike Campbell/NurPhoto via Getty Images)

Netflix Stock Slumps After-Hours On Q3 Results: Analyst Flags Issues Deeper Than Brazilian Tax Expense

The revenue growth accelerated from 15.9% in the previous quarter, driven by membership growth, pricing adjustments and increased ad revenue.

Netflix, Inc. (NFLX) shed&nbsp;nearly 0.5% in Friday's early premarket session, potentially moving down along with the broader market, even as retail traders remain optimistic about the streaming giant's upcoming quarterly results.The Los Gatos, California-based company is scheduled to report third-quarter earnings after the market closes on Tuesday. According to the Fiscal. ai-compiled consensus, Netflix is expected to report earnings per share (EPS) of $6.95 on revenue of $11.52 billion for the quarter.The guidance issued in late July calls for third-quarter revenue of $11.53 billion, marking 17.3% growth, an operating margin of 31.4% and EPS of $6.87.On an encouraging note, the company's content slate is more back-end loaded for the year. That said,<a href="https://stocktwits.com/symbol/NFLX">&nbsp;Netflix's stock</a> came under selling pressure after Tesla CEO Elon Musk slammed the company for its woke content and called for canceling subscriptions.The company's full-year guidance now stands at&nbsp; $44.8 billion to $45.2 billion, following an upward revision in late July.A note from Wedbush earlier this week showed that it expects ad revenue to become Netflix's primary revenue driver beginning in 2026, according to The Fly. The brokerage stated that Netflix can accelerate ad revenue contribution for the next several years by adding and improving live events, enhancing ad targeting, expanding ad partnerships, and broadening its content strategy, the firm argues. The firm also sees limited churn due to engaged premium and ad subscribers.The firm reiterated an 'Outperform rating' on the stock with a price target of $1,500,&nbsp;which represents a nearly 25% surge from the last close.An ongoing Stocktwits <a href="https://stocktwits.com/StocktwitsPolls/message/632564515">poll,</a> powered by Polymarket, showed that 57% of the respondents expect an earnings beat, while 43% do not root for a beat.<figure class="image"><a href="https://stocktwits.com/StocktwitsPolls/message/632564515"><img style="aspect-ratio:659/295;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_17_at_4_58_29_AM_png_5859af9289.webp" alt="Screenshot 2025-10-17 at 4.58.29 AM.png" width="659" height="295"></a></figure>"With Elon Musk leading a consumer revolt and service cancellations, how could they beat earnings? People are sick of the Woke ideology in their shows,"<a href="https://stocktwits.com/Binge_Thinker/message/632582814"> said</a> one bearish user, referring to the Tesla CEO's recent<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/10/02/elon-musk-calls-for-canceling-netflix-whats-happening.html">&nbsp;outrage</a> against the streaming service for allegedly promoting "transgender woke agenda."Retail sentiment toward Netflix stock&nbsp;on Stocktwits remained 'bearish' as of early Friday, and the message volume on the stream was at 'low' levels.<figure class="image"><img style="aspect-ratio:616/56;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_17_at_5_04_09_AM_png_0ee8f4231b.webp" alt="Screenshot 2025-10-17 at 5.04.09 AM.png" width="616" height="56"><figcaption>NFLX sentiment and message volume as of 5 a.m. ET, Oct. 17 | source: Stocktwits</figcaption></figure>Netflix stock has gained nearly 33% this year, outperforming the broader market and the communication services sector.On Tuesday, AMC CEO Adam Aron said that the movie theater chain has agreed to collaborate with Netflix, starting with the Halloween weekend. Netflix's most-popular movie in its history, KPop Demon Hunters, will play on approximately 400 AMC screens across its theatres in the U.S. and Europe, he added.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:<a href="https://stocktwits.com/news-articles/markets/equity/why-git-lab-stock-is-falling-about-4-in-premarket-trading-today/ch6s26wR3FM">&nbsp;Why GitLab Stock Is Falling About 4% In Premarket Trading Today</a>

Guests celebrate during the Berlinale's 10th anniversary party for the streaming service Netflix on Feb. 16, 2025. (Photo by Soeren Stache/picture alliance via Getty Images)

Netflix Stock Dips Premarket: Most Retail Traders Expect Q3 Earnings Beat Next Week

The Q3 guidance issued in late July calls for third-quarter revenue of $11.53 billion, marking 17.3% growth, an operating margin of 31.4% and EPS of $6.87.

Meta Platforms, Inc. (META) is reportedly close to clinching a massive private credit financing deal for its Louisiana data center facility, as the social-media giant aggressively pursues leadership in artificial intelligence.A Bloomberg report, citing people familiar with the matter, stated that the company is on track to secure a nearly $30 billion financing package from Blue Owl Capital and Pacific Investment Management Company (PIMCO). The financiers will soon price the bond, with PIMCO serving as the anchor lender.The proposed deal would mark a record private capital deal, comprising $27 billion in debt and $2.5 billion in equity, the report said. Morgan Stanley has advised Meta on the agreement.The proceeds of the financing deal will be used to build the Hyperion data center site, located in Richland Parish, Louisiana, with the Mark Zuckerberg-led company ultimately owning a mere 20% stake in the project and the rest held by the private-equity partner. The project is scheduled to be completed in 2029.Retail’s Pulse On MetaOn Stocktwits, retail sentiment on&nbsp;<a href="https://stocktwits.com/symbol/META">Meta stock</a> has remained ‘bearish’ amid the recent market turbulence sparked by macro and geopolitical concerns. The message volume on the stream was ‘low.’<figure class="image"><img style="aspect-ratio:621/51;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_16_at_10_16_49_PM_png_5f5475ec6d.webp" alt="Screenshot 2025-10-16 at 10.16.49 PM.png" width="621" height="51"><figcaption>META sentiment and message volume as of 10:15 p.m. ET, Oct. 16 | source: Stocktwits</figcaption></figure>Meta stock has gained nearly 22% this year, with the Koyfin-compiled average analysts’ price target of $868.26 implying roughly another 22% upside.Meta Sets Template For HyperscalersThe mobilized finances would go into a special purpose vehicle (SPV), and the structuring ensures that Meta is not taking the debt burden upon itself, but its financing entity would. The social-media giant will serve as the developer, operator, and tenant of the project.The financing deal would provide a template for other hyperscalers, comprising mainly Meta’s tech peers, to mobilize financing for their massive data center projects without denting their credit ratings, Bloomberg. The debt would not be loaded onto a company’s balance sheet, and it also provides investors with the option to put their money against physical assets.Why Deal Is Important For MetaMeta has 29 data centers across the world, with Hyperion being the biggest of them all. Meta sees the Louisiana facility as vital to its AI progress, delivering 2 gigawatt (GW) of compute capacity to train future open-source models. According to Bloomberg, at full capacity, it can draw 5GW of power. The company is currently building GW-sized data center complexes in Texas and Ohio.Zuckerberg has&nbsp;spearheaded Meta’s recent efforts to achieve artificial general intelligence (AGI)&nbsp;through a series of initiatives, including&nbsp;establishing a new Superintelligence group, aggressively recruiting AI researchers from rival companies, and increasing capital outlays for AI infrastructure development.Meta’s big tech peer Alphabet recently committed to a <a href="https://stocktwits.com/news-articles/markets/equity/alphabet-stock-falls-1-premarket-google-s-15-b-ai-push-in-india/ch6mkpiR3mG">$15 billion investment</a> in building a data center hub in India.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tesla-supervised-autonomy-analyst-warns-ahead-q3-earnings-valuation-177x-pe/ch6rM5XR3Fe">Tesla Still In ‘Supervised Autonomy,’ Says Analyst As Q3 Earnings Day Nears: ‘Shouldn’t Trade At 177x P/E’</a>

In this photo illustration, a person holds a smartphone displaying the logo of Meta Platforms Inc. (NASDAQ: META)von July 28, 2025 in Chongqing, China. 

 Meta Stock In Focus: Social Media Giant Reportedly Eyes $30B Mega Financing Deal To Power Massive Louisiana AI Data Center

Zuckerberg’s latest moonshot could set a new template for Big Tech data-center funding as Meta races toward AGI dominance.

Meta Platforms (META) announced on Wednesday that it is investing $1.5 billion to build a data center in El Paso.<a href="http://stocktwits.com/symbol/META">META’s stock</a> was down more than 4.5% in Wednesday’s midday trade. Retail sentiment around the company on Stockwits dipped to ‘bearish’ from ‘neutral’ territory while chatter remained at ‘high’ levels over the past day.&nbsp;The Mark Zuckerberg-led company said the data center is designed to scale to a gigawatt (GW) and is intended to support its growing artificial intelligence (AI) workload. It also touted that the plant will create 1,800 construction jobs at its peak and around 100 operational jobs once complete.&nbsp;Meta said it plans to integrate a closed-loop liquid-cooling system that will use zero water for most of the year, contributing to the company’s broader water-positive goal by 2030. The company said it will also source 100% of the center’s electricity from renewable energy. Meta also noted that in the company’s agreement with El Paso Electric, it has paid for new grid infrastructure required to connect the data center, including new transmission lines and substations.The tech giant added that the El Paso data center will complement Meta’s AI initiatives by powering applications ranging from AI assistants and live translations to video editing tools.&nbsp;This new data center will be the third entity the company has set up in Texas, in addition to the data centers in Forth Worth and Temple. According to the Meta Platforms, it has invested more than $10 billion in Texas so far.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/ethereum-solana-outpace-bitcoin-gains-as-crypto-market-gains/ch6nwq6R3N1">Ethereum, Solana Outpace Bitcoin Gains As Crypto Market Gains After Fed Signals More Scope For Rate Cuts</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The logo of the Facebook group Meta can be seen near the company headquarters. Photo: Andrej Sokolow/dpa (Photo by Andrej Sokolow/picture alliance via Getty Images)

Meta Announces Plans For $1.5 Billion AI Data Center In El Paso

The Mark Zuckerberg-led company said the data center is designed to scale to a gigawatt and is intended to support its growing artificial intelligence workload. 

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