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Global X Cloud Computing ETF
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Updated: 4:15 PM EDT, Apr 2, 2025
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CoreWeave IPO: Nvidia-Backed AI Cloud Firm Sees Strong Retail Interest As It Targets $2.7B Raise
March 25, 2025
CoreWeave has set an IPO price range of $45-$55, which could give it a valuation of $27 billion to $32 billion.
Via
Stocktwits
Topics
Artificial Intelligence
Initial Public Offering
Exposures
Artificial Intelligence
Securities Market
Nvidia-Backed CoreWeave Readies For Market Debut This Week: What You Need To Know About AI Cloud Firm
March 24, 2025
The CoreWeave IPO has reportedly been oversubscribed after early mutual fund support and is poised to raise as much as $2.7 billion.
Via
Stocktwits
Topics
Artificial Intelligence
Initial Public Offering
Exposures
Artificial Intelligence
Securities Market
Adobe Analyst Drops Bearish Stance On Valuation, Fundamental Improvement: Retail Sentiment Flips To ‘Bullish’
March 21, 2025
KeyBanc analyst Jackson Ader said he expects revisions to fundamentals throughout the remainder of the year.
Via
Stocktwits
Salesforce ‘Putting Real Wood Behind Its AI Arrow’ But Mass Agentic Adoption Will Take Time, Says Analyst: Retail Mood Stays Subdued
March 20, 2025
Macquarie analysts think mass market adoption of agentic AI will take time, probably two years.
Via
Stocktwits
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Box Reaffirms FY26 Guidance, Touts $100B Market Opportunity At Analyst Day Event: Retail Sentiment Lags
March 19, 2025
The combined long-term revenue and free cash flow growth is estimated at 45%-50%.
Via
Stocktwits
Zoom Introduces Customizable AI Companion With New Add-Ons For Businesses
March 17, 2025
Zoom unveils new AI capabilities and enhancements across its platform, including a centralized hub for assets and custom agent integrations, aiming to boost productivity and streamline tasks.
Via
Benzinga
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Adobe Stock Slides As Disappointing Revenue Guidance Overshadows Q1 Beat: Retail Mood Hits Rock Bottom
March 13, 2025
CEO Shantanu Narayen said Adobe is well-positioned to capitalize on the acceleration of the creative economy driven by AI, but retailers on Stocktwits see it as an expense AI play.
Via
Stocktwits
Topics
Artificial Intelligence
Economy
Exposures
Artificial Intelligence
Economy
Adobe Stock Draws Pessimistic Retail Reaction Ahead Of Wednesday’s Q1 Earnings
March 12, 2025
Morgan Stanley analyst Keith Weiss said he sees a lower bar going into the earnings, as debates on Adobe's GenAI positioning and increasing competition have led to the recent stock underperformance.
Via
Stocktwits
Box Stock Slides Premarket After In-Line Q4, Weak Guidance: Retail Stays Bullish
March 05, 2025
CEO Aaron Levie said Box delivered its strongest set of AI-powered innovations and launched Enterprise Advanced, integrating the full capabilities of its platform into one solution.
Via
Stocktwits
Box Stock Slips Ahead Of Q4 Print Due After Tuesday’s Closing Bell: Retail Sentiment Soars
March 04, 2025
The Finchat-compiled consensus calls for flat bottom-line results and 6.2% year-over-year revenue growth.
Via
Stocktwits
Most Retail Investors See AI Server Maker C3.ai Stock As Undervalued After Post-Earnings Dip
February 28, 2025
Most sell-side analysts tempered their opinions by citing the moderation in revenue growth to 26% from 29% in the previous quarter.
Via
Stocktwits
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
C3.ai Stock Slides Despite Q3 Beat But Retail Sentiment Turns Markedly Upbeat
February 27, 2025
CEO Thomas Siebel said the company expanded its global distribution network and advanced its leadership in agentic and generative AI.
Via
Stocktwits
Salesforce Stock Sinks As Weak Guidance Dents Sentiment, But Retail Undeterred
February 27, 2025
The company closed 5,000 Agentforce deals since October, more than 3,000 of which were paid.
Via
Stocktwits
Workday Q4 Earnings Round The Corner: Analysts, Retail Worry About Stock’s Valuation
February 25, 2025
The Finchat-compiled consensus calls for adjusted earnings per share of $1.78 and revenue of $2.18 billion, up 13.5% year over year.
Via
Stocktwits
Salesforce Stock Receives Price Target Cut Ahead Of Wednesday's Q4 Print - Retail Eyes Rally Reacceleration
February 25, 2025
A Citi analyst noted that Agentforce activity remained robust, but the company had to offer heavy discounts to drive adoption.
Via
Stocktwits
Zoom Video Stock Headed Toward One-Month Low As Lackluster Guidance Takes Sheen Off Q4 Beat: Retail Mood Mixed
February 25, 2025
The company ended the quarter with 192,600 enterprise customers, up slightly from 192,400 in the previous quarter.
Via
Stocktwits
Dropbox Stock Slumps As Downbeat Guidance Takes Sheen Off Q4 Beat: Retail Confidence Nosedives
February 21, 2025
The company said it brought its AI-powered product, Dash for Business, to market and restructured its core business to be even more efficient.’
Via
Stocktwits
Five9 Stock Poised To Record Biggest Gain In Over 2 Years On AI-Powered Q4 Beat: Retail Upbeat
February 20, 2025
CEO Mike Burkland said the company is well positioned with its AI-powered platform and trusted AI experts to continue driving durable long-term growth
Via
Stocktwits
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Workday Stock Snags Ratings Downgrade Ahead Of Next Week’s Q4 Report: Retail Stays Downbeat
February 19, 2025
Analyst Keith Weiss said he would be more constructive on the stock if growth stabilizes and accelerates back to the management’s 15% target.
Via
Stocktwits
Snowflake Stock Nears One-Year High As Analyst Upgrade Signals Strength In Cloud Data Demand: Retail Takes Notice
February 18, 2025
Snowflake has surged 46% in six months, and Wolfe Research believes the momentum will continue as demand trends improve.
Via
Stocktwits
Adobe Analyst Says ‘Step In The Right Direction’ As Company Announces AI Video Generation Tool, Firefly Subscription Plans: Retail’s Unimpressed
February 12, 2025
he company said the new Firefly Model is the industry’s first commercially safe artificial intelligence video generation model, which can generate IP-friendly video content
Via
Stocktwits
Topics
Artificial Intelligence
Exposures
Artificial Intelligence
Freshworks Analysts Boost Price Targets After Solid Q4 Results, But Retail Turns Cautious
February 12, 2025
CEO Dennis Woodside said the company outperformed its previously provided estimates again in the fourth quarter across all our key metrics.
Via
Stocktwits
Freshworks Stock Rises Premarket After Analyst Predicts 19% Upside Potential: Retail Sentiment Flips To ‘Bearish’
February 06, 2025
UBS said demand for Freshworks products continued to be a “tale of two cities.”
Via
Stocktwits
Workday Stock Rallies After Company Announces Workforce Reduction, Reaffirms Q4 Guidance: Retail’s Extremely Bullish
February 05, 2025
Workday said it plans to eliminate 8.5% of its workforce but clarified that it would continue hiring in key strategic areas and locations throughout the fiscal year 2025.
Via
Stocktwits
HubSpot Stock Gets Price Target Boost Ahead Of Q4 Results: Retail Exudes Confidence
February 02, 2025
Citing checks with HubSpot’s partners, the firm said it is increasingly confident that the company will report solid fourth-quarter results and provide positive guidance for 2025.
Via
Stocktwits
HubSpot Pulls Back In Premarket As Analyst Downgrades Stock On Valuation Concerns: Retail Mood Mixed
January 17, 2025
TD Cown expects HubSpot’s growth to decelerate to the upper teens from 20%-plus growth.
Via
Stocktwits
Adobe Stock Rises As Analyst Says Risk-Reward Has Improved Following Recent Underperformance: Retail Turns Upbeat
January 15, 2025
Exane BNP Paribas analysts said the stock now prices Adobe’s near-term risk of rising competition from creative apps.
Via
Stocktwits
Quantum Computing: The New AI? A Look at the Rapidly Expanding Market and Top Stocks For 2025
December 22, 2024
Quantum computing is poised to revolutionize industries by 2025, offering immense growth opportunities for investors in top stocks and ETFs.
Via
Benzinga
Box Posts Earnings Beat, But Analyst Maintains Bearish View About Uncertain Enterprise Advanced Adoption
December 04, 2024
RBC Capital Markets analyst reiterated Underperform rating and price target of $21 for Box Inc after Q3 results. Revenue and EPS beat estimates.
Via
Benzinga
Topics
Earnings
Exposures
Financial
Wednesday's Rally Followed By Friday's
November 09, 2024
Everyone who follows the stock market knows that a huge rally occurred on Wednesday, and by Friday, new highs were set for many of the most important stocks, ETFs, and Indexes. Tuesday's rally off the...
Via
Talk Markets
Topics
ETFs
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