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Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood shares are facing significant downward pressure as the company reported a double-miss on both earnings and revenue, largely driven by a sharp decline in crypto trading activity. While management highlights resilience in long-term platform assets and the development of new initiatives like prediction markets and Trump-affiliated accounts, the community is currently debating whether the dip presents an attractive buying opportunity or a signal to pivot toward stronger financial sector competitors.

Enphase Energy, Inc. is a global energy technology company, which engages in the business of designing, developing, manufacturing, and selling home energy solutions that manage energy generation, energy storage, control, and communications on one intelligent platform. It operates through the following geographical segments: the United States, the Netherlands, and Others. The company was founded by Raghuveer R. Belur and Martin Fornage in March 2006 and is headquartered in Fremont, CA.

Enphase Energy Inc

Enphase Energy is facing intense selling pressure as investors weigh weak residential demand and sector-wide headwinds against the company's recent pivot into AI data center infrastructure through its new solid-state transformer technology. While some traders view the recent drop as an accumulation opportunity for a long-term turnaround, the broader community remains divided, with bearish voices highlighting persistent debt concerns and margin compression.

Seagate Technology Holdings Plc operates as holding company that is engaged in the development, production, and distribution of data storage products and electronic data storage solutions. Its products include hard disk drives, solid state hybrid drives, solid state drives, peripheral component interconnect express cards, serial advanced technology attachment controllers, storage subsystems and computing solutions. The firm offers its products under the Backup Plus and Expansion product lines, and Maxtor and LaCie brands. The company was founded in 1978 and is headquartered in Fremont, CA.

Seagate Technology Holdings Plc

Seagate Technology is experiencing significant market volatility and trading volume after delivering strong earnings and an upbeat data center storage forecast that suggests structural industry growth. Investors and community members are actively debating whether the current price action signals a sustainable AI-driven rally or an overextended bubble prone to profit-taking.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokia is trending as investors rotate into critical AI infrastructure and optical networking, fueled by a positive analyst re-rating and robust demand for data center buildouts. The community is actively discussing the stock's multi-year breakout, strong institutional interest, and its strategic shift from traditional telecom to a foundational AI connectivity provider.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy Corp

Bloom Energy is surging as investors increasingly view its hydrogen-based fuel cell technology as a critical solution to the power constraints facing AI data centers, with major partnerships like the expanded Oracle agreement fueling significant backlog growth. Community sentiment remains highly bullish, with many viewing the company as essential long-term infrastructure and drawing comparisons to major AI-driven stock winners of the past decade.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Western Digital is trending as memory and storage stocks experience heightened volatility and rotation driven by AI infrastructure demand. The community is actively debating whether the current momentum is a sustainable long-term supercycle or a bubble, with many traders closely monitoring HDD scarcity and institutional position adjustments ahead of upcoming earnings.

Rayls is a Layer-1 blockchain ecosystem designed for financial institutions to bridge traditional finance (TradFi) and decentralized finance (DeFi). Developed by Parfin, Rayls combines a public chain, private networks, and institutional privacy nodes into a unified infrastructure that supports compliant, scalable, and privacy-preserving asset tokenization and settlement. Its architecture connects regulated banks and payment systems with public DeFi liquidity while maintaining confidentiality through the Rayls Enygma privacy protocol. The network enables tokenization of real-world assets, CBDCs, and stablecoins using EVM-compatible technology, fixed USD-pegged gas fees, deterministic finality, and harmful MEV protection.

Rayls

Rayls is generating significant community interest driven by anticipation of its mainnet launch and speculation regarding potential institutional adoption. Investors are actively discussing the token's volatility and low market capitalization, with many debating whether the recent price action indicates a major breakout or a prolonged consolidation period.

Superfluid is a revolutionary asset streaming and distribution protocol bringing subscriptions, salaries, vesting, and rewards to DAOs and crypto-native businesses worldwide. This is made possible by the protocol’s smart contract framework which introduces the Super Token - an extension to the ERC-20 standard enabling the transfer of value in completely novel ways.

Superfluid

Superfluid is gaining significant traction due to its low circulating supply, decentralized holder distribution, and widespread speculation regarding potential new exchange listings. Investors are closely monitoring the token for signs of growth as they weigh its current exclusive availability on Coinbase against its long-term potential in the DeFi and payments space.

Visa, Inc. engages in the provision of digital payment services. It also facilitates global commerce through the transfer of value and information among a global network of consumers, merchants, financial institutions, businesses, strategic partners, and government entities. It offers debit cards, credit cards, prepaid products, commercial payment solutions, and global automated teller machines. The company was founded by Dee Hock in 1958 and is headquartered in San Francisco, CA.

Visa Inc - Ordinary Shares - Class A

Visa Inc

Visa is currently in focus following a strong earnings report that topped expectations for both revenue and EPS, combined with the announcement of a 20 billion dollar share repurchase program. Investors are actively discussing the company's resilience as a 'boring compounder' that continues to demonstrate execution and cash flow strength, while some market participants weigh long-term growth against fears regarding AI disruption and geopolitical shifts in payment infrastructure.

Teradyne, Inc. engages in the development and sale of automatic test systems. It operates through the following business segments: Semiconductor Test, Robotics, and All Other. The Semiconductor Test segment designs, manufactures, and markets semiconductor test products and services. The Robotics segment includes operations related to the design, manufacturing, and marketing of collaborative robotic arms, autonomous mobile robots, and advanced robotic control software. The company was founded by Alexander V. d'Arbeloff and Nicholas DeWolf in 1960 and is headquartered in North Reading, MA.

Teradyne, Inc.

Teradyne shares have faced significant volatility following a weak second-quarter revenue forecast and broader sector pressure. The community is actively debating whether to buy the dip based on the company's long-term potential in AI and chip-testing infrastructure or to avoid the stock due to ongoing macroeconomic headwinds.

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<ul class="summary-bullets"><li>Uber is investing in HysetCo via a convertible loan to expand its fleet and boost hydrogen taxi services in France.&nbsp;</li><li>HysetCo’s fleet will be integrated into Uber’s platform, especially for its premium Business Taxi service for corporate clients.</li><li>On Monday, Uber also disclosed a 11.5% stake in the EV maker,&nbsp;Lucid.</li></ul>Uber Technologies Inc. (UBER) stock drew attention on Wednesday after the company made an investment in the French hydrogen mobility specialist HysetCo.The partnership is aimed at shoring up adoption of zero-emission transportation in urban taxi and ride-hailing services, in a push toward cleaner mobility in major cities such as Paris.<h2 class="st-heading-2">Expansion Of Hydrogen Taxi Services</h2>The agreement includes an investment from Uber in HysetCo through a convertible loan designed to support fleet expansion and strengthen hydrogen-powered taxi services in France.&nbsp;This marks Uber’s first direct investment in a French company as it deepens its involvement in the European taxi ecosystem and expands its sustainability-focused transport strategy. Uber is planning to integrate roughly 2,000 hydrogen-powered taxis over the next five years.&nbsp;HysetCo’s fleet will be increasingly integrated into Uber’s platform, particularly through its premium “Business Taxi” service tailored for corporate clients.&nbsp;<a href="https://stocktwits.com/symbol/UBER">Uber stock</a> traded over 1% higher in Wednesday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘neutral’ territory with ‘high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_22_045757_png_b5b65e9478.webp" alt="UBER’s Sentiment Meter and Message Volume as of 04:45 a.m. ET on Apr.22, 2026 | Source: Stocktwits" width="928" height="95"><figcaption>UBER’s Sentiment Meter and Message Volume as of 04:45 a.m. ET on Apr.22, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Stronger Integration For Drivers And Fleet Operators</h2>Through this collaboration, HysetCo drivers will gain access to Uber’s platform, joining thousands of other taxi operators in the Paris region. Drivers will benefit from consistent ride demand and platform features such as upfront fare estimates.The arrangement is expected to boost utilization rates for hydrogen vehicles while giving Uber a stronger foothold in the regulated taxi market, particularly in France.On April 15, Uber&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/uber-reportedly-commits-10-billion-dollars-in-robotaxi-push/cZJtPfXRIvV">committed</a> $10 billion to its taxi strategy, including $2.5 billion in equity investments and over $7.5 billion for robotaxi fleets. Consequently, Uber disclosed it will&nbsp;invest up to $1.25 billion in Rivian Automotive Inc (RIVN) through 2031.&nbsp;On Monday, Uber also&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/lcid-stock-pops-after-hours-as-uber-loads-up-on-more-shares/cZB46cLRIzu">disclosed</a> a 11.5% stake in the EV maker&nbsp;Lucid Group Inc (LCID). The updated stake came alongside an expanded partnership to deploy Lucid’s electric vehicles as robotaxis on Uber’s platform.&nbsp;UBER stock has gained over 3% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/gtlb-stock-eyes-third-day-of-gains-what-is-fueling-this-turnaround/cZBBjV8ReGJ">GTLB Stock Eyes Third Day Of Gains: What’s Fueling This Turnaround?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Uber Technologies Inc logo is seen displayed on a smartphone screen. 

UBER Stock In Spotlight After Company Backs Hydrogen Taxi Expansion In Europe

UBER Stock - The partnership aims to boost zero-emission transport in taxis and ride-hailing services, supporting cleaner mobility in cities like Paris. 

Equity

The partnership aims to boost zero-emission transport in taxis and ride-hailing services, supporting cleaner mobility in cities like Paris. 


<ul class="summary-bullets"><li>Delta raised its first-quarter revenue forecast to between $15 billion and $15.3 billion.</li><li>According to Bastian, strong passenger demand offsets higher fuel and winter disruption costs</li><li>Brent crude futures expiring in May increased 2% at $102 a barrel on Tuesday.</li></ul>Delta Air Lines is feeling the heat from surging oil prices. Ed Bastian, CEO of Delta Air Lines Inc. (DAL), has warned that jet fuel prices have nearly doubled this quarter, creating a $400 million cost headwind even as travel demand remains strong, helping offset the impact.&nbsp;Speaking in a CNBC interview, Bastian stated that a sharp increase in jet fuel prices has significantly raised expenses this quarter, even as customer demand continues to exceed expectations.&nbsp;<blockquote>“Jet fuel prices have almost doubled just since the start of quarter. That’s a fairly significant hit for us about $400 million in the quarter. That said the demand drive has been great.”-Ed Bastian, CEO, Delta Air Lines</blockquote><h2 class="st-heading-2">Fuel Costs Surge</h2>According to a CNN&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://edition.cnn.com/world/live-news/iran-war-us-israel-trump-03-16-26?post-id=cmmtejsss00003b6vgup90wfm">report</a>, U.S. President Donald Trump has pressed allies to help ensure the oil tankers can pass through the critical Strait of Hormuz, but so far countries have either stayed neutral or refused to cooperate.&nbsp;&nbsp;At the time of writing, U.S. West Texas Intermediate (WTI) crude futures maturing in May traded 3% higher at nearly $97 a barrel, and Brent crude futures expiring in May increased 2% at $102 a barrel.<a href="https://stocktwits.com/symbol/DAL">Delta Airlines' stock</a> traded over 5% higher in Tuesday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory amid ‘high’ message volume levels.&nbsp;<h2 class="st-heading-2">Revenue Expectations Adjusted</h2>Presenting at the J.P. Morgan Industrials Conference, Delta raised its first-quarter revenue forecast to roughly $15 billion and $15.3 billion, representing a 6.8% to 9% increase from $14.04 billion during the same period last year.Delta reaffirmed its earnings guidance for the quarter, maintaining expectations of adjusted earnings between $0.50 and $0.90 per share. According to Bastian, robust passenger demand is helping counterbalance not only higher fuel costs but also operational challenges stemming from a difficult winter travel season.The airline’s forward bookings continue to show resilience, even amid global uncertainty. Bastian said reservations have increased 25% year-on-year, indicating sustained consumer appetite for travel.Since the start of the U.S.-Iran conflict, American Airlines and United Airlines have declined 19% and 15%, respectively, while DAL has dropped over 7%.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/lmnd-stock-rises-pre-market-morgan-stanley-backs-its-early-bet-on-autonomous-vehicle-insurance/cZ3ERptRIQt">LMND Stock Rises Pre-Market: Morgan Stanley Backs Its Early Bet On Autonomous Vehicle Insurance</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A Delta Airlines plane sits on the tarmac at the Austin-Bergstrom International Airport.

DAL Stock In Focus: Jet Fuel Spike Adds $400M Pressure On Delta, CEO Reportedly Says Demand Is Still ‘Great’

Bastian pointed to strong performance across core, and premium segments, while maintaining Delta’s first-quarter earnings outlook despite pressures from fuel costs and adverse weather conditions.

Should You Invest in the iShares U.S. Transportation ETF (IYT)?

<ul class="summary-bullets"><li>The partnership plans to offer self-driving cars to Uber users while keeping Zoox’s own app service running.</li><li>Zoox vehicles are built specifically for ride-hailing, not converted from regular cars.</li><li>The NHTSA is now taking public feedback on Zoox’s driverless robotaxi ahead of paid launches.</li></ul>Amazon.com Inc’s (AMZN) autonomous vehicle unit Zoox and Uber Technologies, Inc. (UBER) on Wednesday announced a partnership to bring Zoox’s purpose-built robotaxis into Uber’s ride-hailing network.&nbsp;The collaboration aims to introduce autonomous vehicles to Uber riders while maintaining Zoox’s existing app-based service.&nbsp;Purpose-Built RobotaxisUnlike retrofitted passenger cars, Zoox vehicles are designed from the ground up for ride-hailing. The vehicles focus on passenger comfort and are intended to enhance social interaction.&nbsp;The rollout is set to begin in Las Vegas in summer 2026, with Los Angeles scheduled to follow by mid-2027.<blockquote>“The Zoox robotaxi is unlike any other vehicle on the planet – it was purpose-built from the ground up to deliver an extraordinary experience.”-Dara Khosrowshahi, CEO, Uber</blockquote><a href="https://stocktwits.com/symbol/UBER">Uber stock</a> traded over 3% higher on Wednesday morning.&nbsp;<h2 class="st-heading-2">Dual-Service Availability</h2>Zoox will continue to provide rides through its own app in both Las Vegas and Los Angeles. The partnership ensures that customers can access the same autonomous fleet through either platform, providing flexibility and broadening adoption opportunities in key urban markets.According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-03-11/uber-inks-partnership-with-amazon-s-zoox-to-offer-robotaxi-rides">report</a>, the National Highway Traffic Safety Administration (NHTSA) said on Tuesday it is now accepting public comments on Zoox’s driverless robotaxi, an important step before starting paid rides.<h2 class="st-heading-2">How Did Stocktwits Users React?&nbsp;</h2>On Stocktwits, retail sentiment around the stock jumped to ‘bullish’ from ‘bearish’ territory the previous day. Message volume shifted to ‘normal’ from ‘low’ levels in 24 hours.Some retail traders welcomed the partnership, with one Stocktwits user saying that this deal “makes the most sense for Amazon”.<stembedurl>https://stocktwits.com/Robertoflay/message/647203559</stembedurl>Another user called Uber undervalued.&nbsp;<stembedurl>https://stocktwits.com/mosh0007/message/647219610</stembedurl>UBER stock has gained over 4% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nbis-stock-jumps-nvidia-invests-ai-computing/cZdAyi6RIJN">NBIS Stock Rockets 10% Today – What’s The $2B Nvidia Connection?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A modified Toyota sport-utility vehicle by Zoox, Amazon's autonomous robotaxi division is driven on the Las Vegas Strip on March 15, 2025 in Las Vegas, Nevada. (Photo by Kevin Carter/Getty Images)

Uber To Add Zoox Robotaxis To Its Ride-Hailing Fleet: Retail Says The Deal 'Makes The Most Sense For Amazon'

The integrated fleet rollout is set to begin in Las Vegas in summer 2026, with Los Angeles scheduled to follow by 2027.

Airline ETFs on the Radar Amid Intensifying US-Iran Feud

JETS and other airline ETFs draw scrutiny as US-Iran strikes disrupt 21,300 flights, rattle carrier shares.

Uber Slumps Over 5% on Tepid Outlook: ETFs in Focus 

Uber beats revenue estimates in Q4, but softer profit guidance pressures shares. Delivery growth remains strong. 

<ul class="summary-bullets"><li>In Q4, the San Francisco‑based company saw trips completed on its platforms rise by about 22% YoY to approximately 3.8 billion.</li><li>Uber ended the quarter with unrestricted cash, short‑term securities, and equivalents totaling $7.6 billion.</li><li>Looking ahead, Uber forecasts Q1 adjusted EPS in the range of $0.65 to $0.72.&nbsp;</li></ul>Uber Technologies, Inc. (UBER) posted strong financial results for the fourth quarter (Q4), reporting strong demand across its ride‑hailing and delivery platforms.&nbsp;Revenue reached $14.4 billion, up 20% year-on-year (YoY) and adjusted earnings per share (EPS) was $0.71. While revenue exceeded the analysts consensus estimate of $14.3 billion, EPS came in below the estimate of $0.78, according to Fiscal AI data.&nbsp;Following the earnings release,&nbsp;<a href="https://stocktwits.com/symbol/UBER">Uber stock</a> traded over 8% lower in Wednesday’s premarket.&nbsp;However, on Stocktwits, retail sentiment around the stock improved to ‘extremely bullish’ from ‘bullish’ territory the previous day. Message volume shifted to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;<h2 class="st-heading-2">Uber Demand Remains Strong: Trips, Gross Bookings Hit Record</h2>During the three months ended Dec. 31, 2025, the San Francisco‑based company saw trips completed on its platforms rise by about 22% YoY to approximately 3.8 billion. Gross Bookings, which measure the total value of transactions across its services, climbed 22% YoY to $54.1 billion.Uber ended the quarter with unrestricted cash, short‑term securities, and equivalents totaling $7.6 billion. Operating cash flow was $2.9 billion with a free cash flow of $2.8 billion.<blockquote>“Uber accelerated into another record-breaking quarter, with more than 200 million monthly users completing more than 40 million trips every day—our largest and most engaged consumer base ever.”- Dara Khosrowshahi, CEO, Uber&nbsp;</blockquote><h2 class="st-heading-2">Uber’s Q1 2026 Outlook&nbsp;</h2>Looking ahead, Uber projected that first‑quarter (Q1) 2026 gross bookings would fall between $52 billion and $53.5 billion. The company also forecast adjusted EPS in the range of $0.65 to $0.72.&nbsp;“We enter 2026 with a rapidly growing topline, significant cash flow, and a clear path to becoming the largest facilitator of AV trips in the world,” Khosrowshahi added.&nbsp;UBER stock has gained over 11% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-tv-itunes-outage-services-disruption-aapl/cZbS6LFR4Zo">Apple Reports Temporary Outage Across Apple TV, iTunes Services</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

UBER Stock Slides After Earnings: EPS Miss Overshadows Strong Revenue Growth

Uber’s fourth-quarter adjusted earnings per share (EPS) of $0.71 came in below the analysts' consensus estimate of $0.78.

Uber’s Q4 Shows Demand Strength, But Profit Expectations Trip The Stock

<ul class="summary-bullets"><li>UPS' FY 2025 revenue came in at $88.7 billion, above estimates of $87.95 billion, according to Fiscal.ai data.</li><li>UPS’ Q4 revenue came in at $24.5 billion, above Wall Street’s estimates of $24 billion</li><li>CFO Brian Dykes said the company expects to reduce total operational hours by about 25 million.</li></ul>United Parcel Service (UPS) shares jumped nearly 4% in pre-market trading on Tuesday after the company delivered better-than-expected fourth-quarter and full-year 2025 results, issued an upbeat outlook for 2026,&nbsp;and announced 30,000 job cuts this year.&nbsp;The stock gave up some of its early gains after the opening bell and was up 2.5% at the time of writing.The package delivery giant forecast 2026 revenue of about $89.7 billion, and guided for a non-GAAP adjusted operating margin of 9.6%. FY 2025 revenue came in at $88.7 billion, above estimates of $87.95 billion, according to Fiscal.ai data.UPS’ Q4 revenue came in at $24.5 billion, above Wall Street’s estimates of $24 billion, while adjusted earnings per share were $2.38, compared to analysts’ estimates of $2.1.“Looking ahead, upon completion of the Amazon glide-down, 2026 will be an inflection point in the execution of our strategy to deliver growth and sustained margin expansion,” said Carol Tomé, UPS chief executive officer.<h2 class="st-heading-2">Job Cuts</h2>United Parcel Service plans to cut an additional 30,000 jobs this year as it winds down its partnership with Amazon. CFO Brian Dykes said the company expects to reduce total operational hours by about 25 million.“Looking at the variable costs associated with the Amazon volume decline, in 2026, we plan to reduce total operational hours by approximately 25 million hours. In terms of semi-variable costs, we expect to reduce operational positions by up to 30,000. This will be accomplished through attrition, and we expect to offer a second voluntary separation program for full-time drivers,” Dykes said in a call with analysts.UPS said in January last year it would speed up cuts to millions of low-margin Amazon deliveries, calling the business highly dilutive to margins. In 2025, the company cut 48,000 jobs, offered driver buyouts, and shut down operations at 93 facilities as Amazon volumes declined.<h2 class="st-heading-2">Retail Reaction</h2>Retail sentiment on Stocktwits flipped to 'extremely bullish' from 'neutral' a day earlier, amid 'extremely high' message volumes.&nbsp;<img src="https://news.stocktwits-cdn.com/UPS_jpg_06d008dbf2.webp" alt="UPS.jpg">One bullish user expects <a href="https://stocktwits.com/symbol/UPS">UPS stock</a> to climb to $150.<stembedurl>https://stocktwits.com/JasonRKT/message/642991628</stembedurl>The stock has declined 17% over the past year but is up more than 11% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

A UPS truck is parked as a driver makes a delivery on January 30, 2024 in Miami Beach, Florida. 

UPS Announces 30,000 Job Cuts This Year – CEO Calls 2026 An Inflection Year After Amazon Pullback 

The package delivery giant forecast 2026 revenue of about $89.7 billion, and guided for a non-GAAP adjusted operating margin of 9.6%.

Q4 Earnings Approaching: Sector ETFs Under Pressure 

Q4 earnings are near for some sectors facing pressure. Autos, Transportation and Staples ETFs CARZ, IYT, XLP look vulnerable.

<ul class="summary-bullets"><li>The airline operator stated that its fourth-quarter (Q4) revenue growth was affected by the government shutdown.&nbsp;</li><li>Delta projects 2026 earnings per share growth of 20% YoY to between $6.50 and $7.50.&nbsp;</li><li>Delta sees first-quarter 2026 total revenue growth of 5-7% and earnings per share between $0.50 and $0.90.</li></ul>Delta Air Lines (DAL) stock tumbled over 6% on Tuesday after a&nbsp;disappointing 2026 profit guidance that overshadowed a slight beat in its fourth-quarter earnings.The airline operator also stated that its fourth-quarter (Q4) revenue growth was affected by the government shutdown as&nbsp;the U.S. aviation regulator ordered a 10% reduction in air traffic to reduce pressure and ensure safety.<h2 class="st-heading-2">Financial Performance And Outlook</h2>In the fourth-quarter, Delta recorded $16.0 billion in operating revenue and earnings per share (EPS) of $1.86. Both revenue and EPS exceeded the analysts’ consensus estimate of $15.7 billion and $1.71, respectively, according to Fiscal AI data.&nbsp;The company said Q4 revenue grew 1.2% year-over-year (YoY) despite a temporary government shutdown impacting domestic operations. Delta projected a 2026 earnings per share growth of 20% YoY to between $6.50 and $7.50.&nbsp;Delta sees first-quarter 2026 total revenue growth of 5-7% and earnings per share between $0.50 and $0.90."2026 is off to a strong start with top-line growth accelerating on consumer and corporate demand. For the full year, we expect to deliver margin expansion and earnings growth of 20 percent year-over-year."-Ed Bastian, CEO, Delta Air Lines<h2 class="st-heading-2">Fleet Expansion&nbsp;</h2>Additionally, Delta announced that it has reached an agreement with Boeing (BA) to acquire 30 787-10 widebody aircraft, with options for an additional 30 planes.Deliveries are expected to start in 2031. The new aircraft promises improved fuel efficiency, cost advantages, and extended long-haul capabilities.&nbsp;"Delta is building the fleet for the future, enhancing the customer experience, driving operational improvements and providing steady replacements for less efficient, older aircraft in the decade to come," added Ed Bastian.&nbsp;Commenting on the deal, CNBC’s Jim Cramer said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/jimcramer/status/2011039345009140019">post</a> on X that Delta’s large aircraft order represents a major win with high profit potential.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_13_072344_png_7883f7e022.webp" alt="Screenshot 2026-01-13 072344.png" width="595" height="227"></figure><h2 class="st-heading-2">What’s The Retail Mood On Stocktwits?</h2>On Stocktwits, retail sentiment around&nbsp;<a href="https://stocktwits.com/symbol/DAL">Delta stock</a> changed to ‘extremely bullish’ from ‘bullish’ territory the previous day. Message volume also shifted to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_13_073843_png_6882a4eb3e.webp" alt="DAL’s Sentiment Meter and Message Volume as of 07:40 a.m. ET on Jan. 13, 2026 | Source: Stocktwits" width="932" height="99"><figcaption>DAL’s Sentiment Meter and Message Volume as of 07:40 a.m. ET on Jan. 13, 2026 | Source: Stocktwits</figcaption></figure>DAL stock has gained over 9% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/what-is-driving-intel-latest-rally-a-fresh-bull-case-from-key-banc/cmUX5XvR44F">What’s Driving Intel’s Latest Rally? A Fresh Bull Case From KeyBanc</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Delta Air Lines Stock Tumbles Despite Q4 Earnings Beat – Even A Boeing Order Failed To Lift Confidence 

In the fourth-quarter, Delta recorded $16.0 billion in operating revenue and earnings per share (EPS) of $1.86, both exceeding analysts’ consensus estimates. 

DAL Stock Tumbles Pre-Market Despite Q4 Beat, Boeing Order: What Spooked Investors?

In the fourth-quarter, Delta recorded $16.0 billion in operating revenue and earnings per share (EPS) of $1.86, both exceeding analysts’ consensus estimates. 


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