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A recent report identified 2025's worst-performing large-cap stocks, while Wall Street analysts simultaneously issued strong 2026 forecasts, projecting significant divergence among tech giants. The market is rotating from broad tech holdings to specific firms poised to lead the next AI phase.
Twilio's stock jumped 20% following a Q3 report that surpassed analyst expectations, driven by accelerated sales growth and improved profitability. The company demonstrated significant operational efficiency, signaling a bullish outlook to investors.