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AST Spacemobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an extensive IP and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is currently trending due to a combination of anticipation for the upcoming BlueBird 7 satellite launch and heightened investor interest following positive engagement from Meta executives regarding potential collaboration. The community is actively debating the company's long-term competitive positioning against major industry players and watching closely for signs that its infrastructure will serve as a key pillar in next-generation global connectivity.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Novavax is trending due to heightened activist pressure from Shah Capital, which has increased its stake and is challenging the current board's leadership and compensation structure. Investors remain sharply divided, with many debating the impact of a potential proxy fight versus the long-term value of the company's vaccine platform and ongoing partnership negotiations.

A project grown out of the community's love and passion for the weed culture. Launched around early 2025, $weedcoin, “Like Bitcoin but way higher,” emphasizes its alignment with cannabis culture and a laid-back vibe. Unlike other Weed communities, this project leans heavily into community engagement over technical utility, aiming to build a “stoner community” through social media presence and decentralized governance. We also aim to focus on onboarding web2 businesses and users onto web3 through the token.

Weedcoin

The Weedcoin community is rallying behind the project's long-term focus on cannabis culture, citing momentum leading into seasonal events and anticipation of broader industry developments. Investors are actively discussing the strength of the project's grassroots backing and the consistency of the community's engagement as a key driver for its current visibility.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is seeing a surge in sentiment and volume as the company officially joins Elon Musk's Terafab project, aiming to manufacture high-performance chips for Tesla and SpaceX. Investors are actively discussing this partnership as a key inflection point in Intel's foundry comeback strategy, with many eyeing a breakout above recent resistance levels.

Delta Air Lines, Inc. engages in the provision of scheduled air transportation for passengers and cargo. It operates through the Airline and Refinery segments. The Airline segment provides scheduled air transportation for passengers and cargo. The Refinery segment provides jet fuel to the airline segment. The company was founded by Collett Everman Woolman in 1928 and is headquartered in Atlanta, GA.

Delta Air Lines, Inc.

Delta Air Lines is facing downward price pressure despite beating Q4 earnings expectations, as investors react cautiously to a weaker-than-anticipated full-year earnings outlook. The community remains divided between long-term confidence in the airline's premium travel strategy and concerns regarding high labor costs and the impact of recent government shutdown disruptions on revenue growth.

XRP is a decentralized digital asset and the native token of the XRP Ledger, a Layer 1 blockchain designed for high-performance global payments. Its primary value proposition is offering a fast, cost-effective alternative to traditional banking systems by enabling near-instant cross-border settlements that finalize in three to five seconds. By serving as a neutral bridge asset between different fiat currencies, it helps financial institutions lower liquidity costs and eliminates the need for pre-funded accounts.  The network is unique because it utilizes a federated consensus protocol instead of energy-intensive mining or staking. This system achieves deterministic finality through a Unique Node List of trusted validators who must reach an eighty percent agreement threshold to permanently record transactions. This infrastructure supports a sustained throughput of 1,500 transactions per second and includes a built-in decentralized exchange that allows for the automated trading of any tokenized asset without intermediaries.  The project traces its origins back to 2004 with Ryan Fugger before being co-founded in its modern form by Jed McCaleb and Chris Larsen. The company, now known as Ripple, works with major financial institutions as partners and investors to build global payment solutions. To protect the network from spam, a small amount of XRP is burned during every transaction, and the token is further utilized by institutions as collateral to access traditional markets and manage digital asset infrastructure.  Institutional adoption of the asset reached a major milestone in November 2025 when the SEC approved the first wave of spot XRP ETFs. These products, offered by major issuers including Bitwise, Grayscale, 21Shares, Canary Capital, and Franklin Templeton, are now listed on prominent exchanges like the NYSE Arca, Nasdaq, and Cboe BZX. While Ripple remains a key contributor to the ecosystem, the underlying XRP Ledger continues to operate as an open-source and decentralized network.

Ripple

XRP is trending as investors remain polarized, balancing optimism around potential regulatory clarity from the Clarity Act and institutional adoption against frustration over stagnant price action compared to other major crypto assets. The community is actively debating whether the current accumulation phase is a strategic entry point or a sign of further volatility, while many remain focused on Ripple's ongoing efforts to integrate with traditional finance.

Hertz Global Holdings, Inc. engages in the vehicle rental business through the Hertz, Dollar, and Thrifty brands. It operates under the Americas Rental Car (RAC) and International Rental Car (RAC) segments. The Americas RAC segment focuses on operations in the United States, Canada, Latin America, and the Caribbean. The International RAC segment includes the provision of rental and sales of vehicles and value-added services in other locations. The company was founded in 1918 and is headquartered in Estero, FL.

Hertz Global Holdings Inc. - Ordinary Shares (New)

Hertz Global Holdings Inc

Hertz is seeing heightened volatility and investor interest driven by strong institutional backing, specifically from Bill Ackman's Pershing Square, and a high short interest that has sparked persistent short squeeze speculation. The community is actively debating the stock's turnaround potential, focusing on recent option flow, the impact of broader travel trends, and its correlation with other rental sector names like Avis.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is currently trending as investors weigh strong underlying fundamentals, such as robust revenue growth and AI-driven ad efficiency, against volatility stemming from geopolitical tensions and uncertainty surrounding AI infrastructure spending. The community is actively debating the company's valuation relative to its peers, with many traders closely monitoring institutional accumulation patterns and key resistance levels as they navigate a broader market landscape shaped by policy announcements and macro risks.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

Aehr Test Systems is surging amid strong institutional interest and multiple order wins for its wafer-level burn-in technology, which investors view as a critical bottleneck solution for the scaling of AI and silicon photonics infrastructure. While bullish community members point to the company's backlog and critical role in the semiconductor supply chain, some market participants remain skeptical, expressing concerns over current revenue declines and a high market valuation relative to near-term earnings.

iShares Trust - iShares 20+ Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

The iShares 20+ Year Treasury Bond ETF (TLT) remains a focal point as traders react to shifting geopolitical tensions and inflation data tied to the ongoing conflict with Iran. The community is actively debating the future of long-term rates, with bears bracing for a squeeze near technical support levels while bulls monitor for potential bond market strength amid broader economic instability.

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Nifty 50

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Tata Consultancy Services

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HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

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SPDR S&P 500 ETF

Apple Inc.

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<ul class="summary-bullets"><li>CRWD posted its best day in over six months.</li><li>JPMorgan named PANW as its top pick in the cybersecurity space.</li><li>Stocktwits retail sentiment shifted to ‘extremely bullish’ for CRWD and ‘bullish’ for PANW.</li></ul>AI startup Anthropic’s announcements typically trigger a selloff in software and cybersecurity stocks, but that was not the case on Tuesday.The Claude AI developer announced a new cybersecurity initiative called Project Glasswing, in which several partners would gain access to its yet-to-be-released Mythos Preview AI model for “defensive purposes.”Shares of CrowdStrike and Palo Alto Networks, named partners in the project, surged sharply on the news. CRWD gained 6.2% in its best single-day performance in over six months, while PANW gained nearly 5%.The stocks rose a further 2.4% in the overnight session heading into Wednesday, after the U.S. announced a temporary ceasefire deal with Iran, lifting market sentiment.&nbsp;The moves are notable, as CrowdStrike and Palo Networks have seen their stocks drop 9.7% and 7.8%, respectively, year to date, amid fears that improved AI models from companies like Anthropic and OpenAI would reduce demand for their cybersecurity solutions.Those concerns specifically hit the cybersecurity space on March 27 after Fortune reported that Anthropic was developing the new Claude model, Mythos.<h2 class="st-heading-2">What Is Anthropic’s Project Glasswing?</h2>“We have launched Project Glasswing, an effort to use Mythos Preview to help secure the world’s most critical software, and to prepare the industry for the practices we all will need to adopt to keep ahead of cyberattackers,” Anthropic said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://red.anthropic.com/2026/mythos-preview/">blog post</a> on Tuesday.Other partners in the project include Nvidia, Amazon Web Services, Apple, Google, and Microsoft. The blog also revealed various technical aspects of the model.<h2 class="st-heading-2">Analyst, Retail View On CRWD, PANW</h2>JPMorgan announced Palo Alto as its top pick in the cybersecurity space, and expects the shares to rip higher as the company positions its platform as a critical layer in the AI security stack.The research firm also cited an upbeat view on the company’s recently completed $25 billion acquisition of CyberArk.On Stocktwits, the retail sentiment for&nbsp;<a href="https://stocktwits.com/symbol/CRWD">CrowdStrike</a> flipped to ‘extremely bullish’ from ‘bearish’ the previous day, while the sentiment for&nbsp;<a href="https://stocktwits.com/symbol/PANW">Palo Alto</a> turned ‘bullish’ from ‘neutral.’A user&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/The_Reaper/message/649633171">noticed</a> the reverse head-and-shoulders pattern forming on CRWD charts, which is seen as a key bullish signal.<stembedurl>https://stocktwits.com/The_Reaper/message/649633171</stembedurl>For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/open-s-home-acquisitions-rise-sharply-retail-traders-stay-on-sidelines-as-stock-trades-38-off-year-s-high/cZJOFmwRIq1">OPEN’s Home Acquisitions Rise Sharply — Retail Traders Stay On Sidelines As Stock Trades 38% Off Year’s High</a>&nbsp;

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

CrowdStrike, Palo Alto Stocks Surge — Anthropic’s Latest AI Rollout Turns Into Tailwind For Once

Anthropic has partnered with the cybersecurity firms and others to test a new AI model “to help secure the world’s most critical software.”

Equity

Anthropic has partnered with the cybersecurity firms and others to test a new AI model “to help secure the world’s most critical software.”


<ul class="summary-bullets"><li>Project ‌Glasswing will allow some of the top tech organizations to use its Mythos Preview for defensive cybersecurity work, Anthropic said.&nbsp;</li><li>Nvidia, Amazon Web Services, Apple, Google, and Microsoft were some of the companies named as partners. &nbsp;</li><li>Anthropic is further committing up to $100 million in usage credits to support these efforts, alongside $4 million in direct funding for open-source security organizations.</li></ul>Anthropic on Tuesday announced that it has launched ‘Project Glasswing,’ a new cybersecurity initiative alongside major technology companies including Nvidia Corp. (NVDA), Amazon Web Services, Apple Inc. (AAPL), Google (GOOG, GOOGL), and Microsoft Corp. (MSFT), among others.The initiative will leverage Anthropic’s unreleased frontier AI model, Claude Mythos Preview, which the company says will help with software vulnerability detection "in an effort to secure the world's most critical software."Project ‌Glasswing will allow some of the top tech organizations to use its AI model for defensive cybersecurity work, Anthropic said.Broadcom Inc. (AVGO), Cisco Systems (CSCO), CrowdStrike Holdings (CRWD), JPMorgan Chase (JPM), Palo Alto Networks (PANW), and The Linux Foundation have also been listed as partners.<h2 class="st-heading-2">Anthropic’s Project Glasswing</h2>As part of Project Glasswing, partners will deploy Anthropic’s Mythos Preview within their defensive security operations, while Anthropic will share insights broadly to benefit the wider industry. Access has also been extended to more than 40 additional organizations responsible for critical software infrastructure, enabling them to scan and secure both proprietary and open-source systems, the company said.Anthropic is further committing up to $100 million in usage credits to support these efforts, alongside $4 million in direct funding for open-source security organizations.“Mythos Preview has already found thousands of high-severity vulnerabilities, including some in every major operating system and web browser,” the company said. “Given the rate of AI progress, it will not be long before such capabilities proliferate, potentially beyond actors who are committed to deploying them safely. Project Glasswing is an urgent attempt to put these capabilities to work for defensive purposes.”<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/NVDA">NVDA shares</a> was in the ‘extremely bullish’ territory at the time of writing, amid ‘normal’ message volumes. For <a href="https://stocktwits.com/symbol/AMZN">AMZN shares</a>, sentiment was in the ‘bearish’ territory amid ‘normal’ message volumes.Meanwhile, Anthropic’s retail sentiment was in the ‘bullish’ territory.NVDA stock and <a href="https://stocktwits.com/symbol/AAPL">AAPL shares</a> have declined about 7% so far this year, while AMZN shares have dipped more than 6%. Anthropic is a private company, expected to go public later this year.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/aws-chief-warns-of-global-economic-drag-as-iran-linked-attacks-target-cloud-infrastructure-report/cZJJCR5RIp6">AWS Chief Warns Of Global Economic Drag As Iran-Linked Attacks Target Cloud Infrastructure: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

This photograph shows a smartphone screen displaying the logo of Anthropic, an American company specializing in artificial intelligence (AI). (Photo by Samuel Boivin/NurPhoto via Getty Images)

Nvidia, Amazon, Apple Partner With Anthropic On AI Cybersecurity Effort — Here’s What Project Glasswing Is About

Anthropic on Tuesday announced that it has launched ‘Project Glasswing,’ a new cybersecurity initiative alongside major technology companies that will leverage its unreleased frontier AI model. 

<ul class="summary-bullets"><li>Wall Street analysts are also building a long-term bull case for Broadcom despite a broader market dip in AI stocks.&nbsp;</li><li>One Stocktwits user said that the deals reinforced the market’s suspicion that Broadcom is quickly turning into one of the core enablers of hyperscale AI buildout.&nbsp;</li><li>The 12-month average price target that the Street sees for AVGO stock is $471.55, an upside of about 43% from the current trading price, according to Koyfin data.</li></ul>Broadcom Inc. (AVGO) has been on the retail radar ever since the semiconductor company announced an extension of its long-term partnership with Alphabet Inc.’s (GOOG, GOOGL) Google to supply custom chips, as well as with Anthropic.On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/AVGO">AVGO stock</a> jumped from ‘bearish’ to ‘bullish’ territory over the past 24 hours, while chatter grew 1,175% in the same period, rising from ‘low’ to ‘high’ levels.Retail traders cheered the partnership expansion with Google as a deal that indicated Broadcom’s strengthening position in the artificial intelligence sector, with some anticipating an upside of up to 52.7% by the end of the year.Meanwhile, Wall Street analysts are also building a long-term bull case for the Palo Alto-based company despite a broader market dip in AI stocks.<h2 class="st-heading-2">What’s Retail Saying?</h2>One bullish user on Stocktwits applauded <a href="https://stocktwits.com/news-articles/markets/equity/broadcom-inks-deal-with-google-anthropic-compute-access-expanded/cZJ4y2CRIYo">Broadcom’s deal with Google and Anthropic,</a> announced on Monday. The user said that the deal reinforced the market’s suspicion that Broadcom is quickly turning into one of the core enablers of hyperscale AI buildout.<stembedurl>https://stocktwits.com/hajjah/message/649564426</stembedurl>&nbsp;Another bullish user said that Tensor Processing Units (TPUs) and Application-Specific Integrated Circuit (ASICs), which Broadcom manufactures, are the new Graphics Processing Units (GPUs) in the market, adding that they were a “million times better.”<stembedurl>https://stocktwits.com/Roar01/message/649562990</stembedurl>&nbsp;A third user called the latest deals a “mega” deal, adding that the stock would rise to more than $500 by the end of the year. AVGO shares were trading around $327.34 at the time of writing.<stembedurl>https://stocktwits.com/Roar01/message/649551586</stembedurl><h2 class="st-heading-2">&nbsp;</h2><h2 class="st-heading-2">Wall Street Consensus</h2>Analysts on Wall Street are also eyeing big gains for Broadcom amid its AI infrastructure deals.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/04/07/broadcom-lands-big-deal-specialty-chips-deal-wall-street-sees-stock-surging.html">report</a> from CNBC, JPMorgan analyst Harlan Sur said in a note that the firm is “significantly more confident” about Broadcom achieving more than $120 billion in AI revenues for fiscal year 2027. “We view this as a major proof point for the durability and expanding [total addressable market] of AVGO’s XPU ASIC Franchise. … We believe there is more to come,” Sur, who has an ‘Overweight’ rating on the shares, reportedly said.Meanwhile, 47 out of 49 analysts have a ‘Buy’ or higher rating for AVGO stock, according to data from Koyfin. The 12-month average price target that the Street sees is $471.55, representing a potential upside of about 43% from the current trading price.<h2 class="st-heading-2">AI Infrastructure Deals</h2>Broadcom has locked in several major AI infrastructure deals, including the latest long-term TPU and networking agreements with Google, large-scale compute expansion tied to Anthropic, custom chip collaboration with OpenAI, and accelerator development support for Meta Platforms (META).The company also recently said that its custom XPU and ASIC business now serves at least five major customers, with incremental demand from a “fourth” and “fifth” customer—partly tied to Anthropic.Meanwhile, CEO Hock Tan said that Broadcom expects <a href="https://stocktwits.com/news-articles/markets/equity/broadcom-posts-modest-q1-2026-beat-forecasts-revenue-ahead-of-estimates/cZd9zbmRIdQ">AI chips revenue to exceed $100 billion</a> in 2027, underpinning a sharp growth outlook and reinforcing Broadcom’s key role in AI hyperscale infrastructure.Shares of AVGO have risen more than 113% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Broadcom Ink logo is displayed on a mobile phone in this photo illustration in Brussels, Belgium, on September 2, 2025. 

AVGO Stock Garners Attention Amid Google Chips Deal — Retail Says Broadcom Turning Into Core Enabler Of AI Hyperscale Buildout

Retail traders cheered the partnership expansion with Google and Anthropic as deals that indicated Broadcom’s strengthening position in the AI infrastructure sector.

Is Broadcom Becoming The Backbone Of AI Hyperscale Infrastructure? Retail Thinks So

<ul class="summary-bullets"><li>Retail investors are already gaining exposure to these marquee pre-IPO tech names through funds such as ARKK, VCX, DXYZ, and AGIX.</li><li>Anthropic announced a major cloud deal with Broadcom, which also involves Google, on Monday.</li><li>CNBC’s Jim Cramer worries about ‘excess supply’ and argues that Anthropic, OpenAI, and SpaceX IPOs should be spaced out.</li></ul>AI startup Anthropic has revealed that its annualized revenue rate has surged past $30 billion, more than tripling from $9 billion last year and surpassing rival OpenAI. It also now serves over 1,000 customers, each paying upwards of $1 million annually, marking key growth milestones as it moves toward a potential IPO.Meanwhile, Elon Musk-owned SpaceX reportedly engaged with bankers on Monday and discussed plans to host its IPO roadshow and a major event for retail investors in June, Reuters reported, citing sources.&nbsp;Along with a potential IPO from OpenAI, the listings from Anthropic and SpaceX would make 2026 a bumper year for IPOs, as the two are planning to raise around $60 billion and $75 billion, respectively, according to reports.The developments underscore a rapid push toward listings, fueling rising investor enthusiasm and drawing closer scrutiny from analysts.<h2 class="st-heading-2">Retail Investors Eye SpaceX, Anthropic Exposure</h2>Retail investors are already gaining exposure to these marquee pre-IPO tech names through funds such as ARK Innovation (ARKK), Fundrise Innovation Fund (VCX), Destiny Tech100 (DXYZ), and KraneShares Artificial Intelligence &amp; Technology ETF (AGIX).Last week, Ark Invest said it picked up a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/anthropic-s-ipo-said-to-be-coming-as-early-as-october-here-s-how-to-pick-up-a-stake-before-it-goes-public/cZ3uU4aRIlA">$240 million stake in OpenAI</a> through its funds ARKK, ARK Fintech Innovation (ARKF) and ARK Next Generation Internet (ARKW). Stocktwits previously published explainers on investing in&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/anthropic-s-ipo-said-to-be-coming-as-early-as-october-here-s-how-to-pick-up-a-stake-before-it-goes-public/cZ3uU4aRIlA">Anthropic</a> and&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/how-to-buy-spacex-before-ipo-5-funds-owning-spacex/cZ3uVbqRIlL">SpaceX</a> ahead of their IPOs.The interest is high, so much so that some analysts worry that the scale of these listings would distort the market. “I am very worried about the amount of supply stemming from SpaceX, OpenAI and Anthropic,” CNBC’s Jim Cramer said in an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/jimcramer/status/2041313468624638390?s=20">X post</a> on Monday. “They really need to be spaced out and we will need no lock-ups so SpaceX won't open at $3 trillion.”<h2 class="st-heading-2">Anthropic, SpaceX Updates</h2>Anthropic&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.anthropic.com/news/google-broadcom-partnership-compute">discussed</a> its revenue milestone alongside the announcement of a major deal with Google and Broadcom. Broadcom will develop and supply custom artificial-intelligence chips for Google and additional computing capacity for Anthropic, as part of an expansion of the strategic collaboration among the three companies. Anthropic will access about 3.5 gigawatts of TPU-based computing capacity beginning in 2027.&nbsp;The latest data from Claude AI’s developer indicates it has, in effect, pipped Sam Altman’s OpenAI, which&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/technology/openai-tops-25-billion-annualized-revenue-last-month-information-reports-2026-03-05/">reportedly</a> had an annualized revenue rate of $25 billion (as of the end of February).SpaceX would launch its IPO roadshow on June 8, followed by an event for 1,500 retail investors on June 11, Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/finance/spacex-lays-out-ipo-details-targets-early-june-roadshow-sources-say-2026-04-07/">reported</a>. About 125 financial analysts from the 21 banks on the ​deal are scheduled to meet with the company the day before its roadshow.An IPO roadshow is a series of presentations by a company’s management to potential investors to generate interest and gauge demand before going public.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-s-double-whammy-this-week-foldable-i-phone-delays-and-chinese-ai-patent-setback-but-retail-stays-bullish/cZJJ1CmRIpG">Apple’s Double Whammy This Week: Foldable iPhone Delays And Chinese AI Patent Setback — But Retail Stays Bullish</a>&nbsp;

Anthropic Tops OpenAI On Revenue With $30B Run-Rate While SpaceX Plans June Investor Roadshow Ahead Of Mega IPOs

Listings from Anthropic and SpaceX would make 2026 a bumper year for IPOs, as the two are planning to raise around $60 billion and $75 billion, respectively, according to reports.

<ul class="summary-bullets"><li>The deal with Google also included a supply assurance agreement for Broadcom to provide networking and other components to be used in the latter's next-generation AI racks up to 2031.</li><li>Separately, Broadcom, Google, and Anthropic have also expanded their current strategic collaboration, the filing said.&nbsp;</li><li>The expanded collaboration will involve Anthropic accessing approximately 3.5 gigawatts through Broadcom from 2027.</li></ul>Broadcom Inc. (AVGO) and Alphabet Inc.’s (GOOG, GOOGL) Google have entered into a long-term partnership for the Palo Alto-headquartered company to develop and supply custom Tensor Processing Units (TPUs) for the search engine company.In a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/Archives/edgar/data/1730168/000119312526144028/d87999d8k.htm">filing</a> with the U.S. Securities and Exchange Commission, the companies said that Broadcom’s TPUs would power future generations of Google’s TPUs.Separately, Broadcom, Google, and Anthropic PBC have also expanded their current strategic collaboration, the filing said.<a href="https://stocktwits.com/symbol/AVGO">AVGO stock</a> gained nearly 3% after-hours following the announcement, while <a href="https://stocktwits.com/symbol/GOOG">GOOG stock</a> climbed about 0.19%.<h2 class="st-heading-2">Deal Contours</h2>The deal with Google also includes a supply assurance agreement for Broadcom to provide networking and other components to be used in the latter's next-generation AI racks through 2031, the company said.Meanwhile, Broadcom, Google, and Anthropic’s expanded collaboration will involve Anthropic accessing about 3.5 gigawatts (GWs) via Broadcom from 2027. This is part of the multiple GWs of next-generation TPU-based AI compute capacity committed by Anthropic. The additional TPU capacity will support rapidly scaling needs for Anthropic's models, the company said.“This groundbreaking partnership with Google and Broadcom is a continuation of our disciplined approach to scaling infrastructure: we are building the capacity necessary to serve the exponential growth we have seen in our customer base while also enabling Claude to define the frontier of AI development,” said Krishna Rao, CFO of Anthropic.“We are making our most significant compute commitment to date to keep pace with our unprecedented growth,” Rao added.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around AVGO stock stayed in the ‘bearish’ territory at the time of writing, while sentiment around GOOG shares was in the ‘bullish’ territory.One user noted that Broadcom would now be a central partner for Google, Anthropic, and other tech giants, with many large single LLMs running on Broadcom's infrastructure. The user said that while a 2% move is “good,” a fundamental reaction would come shortly.<stembedurl>https://stocktwits.com/cheezit_frog/message/649530100</stembedurl>&nbsp;Another user said that AVGO shares should have rallied higher on the news.<stembedurl>https://stocktwits.com/Brooklyntrades/message/649530471</stembedurl>&nbsp;AVGO stock has risen nearly 104% in the past year. Meanwhile, GOOG shares have rallied 99% in the same time.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/this-micro-cap-tech-stock-surged-today-heres-why/cZJ4DffRIYF">Why Is FCUV Stock Surging More Than 67% Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Broadcom Inks Deal With Google For Custom TPUs, AI Infra; Anthropic Compute Access Expanded

In a filing with the SEC, the companies said that Broadcom’s Tensor Processing Units would power future generations of Google’s TPUs. 

<ul class="summary-bullets"><li>OpenAI CFO Sarah Friar&nbsp;feels OpenAI won’t be ready for an IPO this year and voiced concerns that reflect the tensions and risks in Altman’s Q4 target, The Information reported.</li><li>Altman has reportedly been excluding Frier from some conversations related to the company’s financial plans.</li><li>Retail investors are increasingly eyeing marquee pre-IPO tech companies, including Anthropic and SpaceX, and picking exposure through funds like ARKK, VCX, and DXYZ.</li></ul>OpenAI CFO Sarah Friar has internally warned that the company’s IPO timeline may be too aggressive, putting her at odds with CEO Sam Altman, who is pushing for a fourth-quarter listing.The Information reported, citing a source, that Friar believes OpenAI won’t be ready for an IPO this year and voiced concerns that reflect the tensions and risks inherent in the CEO’s extraordinarily ambitious plans.She said she wasn’t sure yet whether OpenAI would need to pour so much money into&nbsp;acquiring AI servers in the coming years or whether its slowing revenue growth would support the commitments, according to the&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/openai-ceo-cfo-diverge-ipo-timing?rc=prcjzy">report</a>.As a&nbsp;result, Altman has reportedly been excluding Frier from certain conversations about the company’s financial plans. Moreover, last year, Frier stopped reporting to Altman and instead began reporting to Fidji Simo, who had joined as head of OpenAI’s applications business.<h2 class="st-heading-2">Fresh Headache For OpenAI</h2>The development adds another layer of risk for OpenAI, which in recent months has faced investor concerns over its heavy infrastructure spending, a reportedly&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/microsoft-backed-open-ai-now-it-may-sue-over-a-rival-cloud-deal-here-s-what-s-at-stake/cZ37cZNRIgE">strained relationship</a> with key backer Microsoft, and rising&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-anthropic-s-ipo-might-just-be-juicier-than-open-ai-s/cLIXYLXRE1c">competition</a> from rival and IPO hopeful Anthropic.OpenAI raised $122 billion billion last month, the biggest equity funding round ever. The funds, most of which are from Amazon and Nvidia in return for purchase commitments for cloud capacity and chips, would come in tranches.<h2 class="st-heading-2">Retail Eying Exposure In Top Pre-IPO Tech Firms&nbsp;</h2>Retail investors are closely watching IPO updates for marquee tech companies such as OpenAI, Anthropic and SpaceX, with many already picking up exposure through funds such as ARK Innovation (ARKK), Fundrise Innovation Fund (VCX), Destiny Tech100 (DXYZ), and KraneShares Artificial Intelligence &amp; Technology ETF (AGIX).Last week, Ark Invest said it picked up a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/anthropic-s-ipo-said-to-be-coming-as-early-as-october-here-s-how-to-pick-up-a-stake-before-it-goes-public/cZ3uU4aRIlA">$240 million stake in OpenAI</a> through its funds ARKK, ARK Fintech Innovation (ARKF) and ARK Next Generation Internet (ARKW).<h2 class="st-heading-2">Iran Issues Threat To OpenAI’s Abu Dhabi Data Center</h2>In a separate development,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.tomshardware.com/tech-industry/iran-threatens-complete-and-utter-annihilation-of-openais-usd30b-stargate-ai-data-center-in-abu-dhabi-regime-posts-video-with-satellite-imagery-of-chatgpt-makers-premier-1gw-data-center">reports</a> over the weekend said Iran issued fresh threats to target U.S. infrastructure in the Gulf, specifically naming the $30 billion Stargate AI data center in Abu Dhabi, unless Washington halts its attacks.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/intc-stock-rally-analysts-see-further-upside-foundry-deals-after-buyback-of-ireland-fab-stake/cZJ4OiGRIok">INTC Stock Rally: Analysts See Further Upside, Foundry Deals After Buyback Of Ireland Fab Stake</a>&nbsp;

OpenAI CFO Sarah Friar pictured at Queen's University on April 19, 2023 in Belfast, Northern Ireland. (Photo by Brian Lawless - Pool/Getty Images)

OpenAI IPO: CFO Reportedly Flags 2026 Timeline As Aggressive In Rift With CEO Sam Altman

The development adds risk for OpenAI, which has faced concerns over heavy infrastructure spending, a strained relationship with Microsoft, and rising competition from Anthropic.

<ul class="summary-bullets"><li>TechCrunch reported, citing Indagari data, that Claude’s popularity has increased significantly over the last six months.</li><li>Reports said that Anthropic, OpenAI, and others are working on AI models that would be proficient in hacking.</li><li>Meanwhile, funds like KraneShares AI ETF, ARK Venture Fund (3.8%) and Fundrise Innovation Fund are gaining traction from retail investors for their stakes in top unlisted tech giants.</li></ul>With Anthropic eyeing an initial public offering as early as October, investors are increasingly looking for exposure to the fast-growing AI startup while closely tracking developments that could shape sentiment ahead of the listing.New data, first&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://techcrunch.com/2026/03/28/anthropics-claude-popularity-with-paying-consumers-is-skyrocketing/">reported</a> by TechCrunch, indicates that the Anthropic AI bot Claude gained paid subscribers at record levels.&nbsp;Consumer spending tracker Indagari analyzed anonymized credit card transactions from 28 million U.S. consumers and estimated that paid users for Clause, excluding enterprise users, more than doubled to nearly 600,000 from 250,000 through February.&nbsp;The TechCrunch attributed the bot’s surge in popularity to the ongoing clash between the U.S. government and Anthropic over defense-related AI use, as well as the company’s recent Super Bowl ads that&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://techcrunch.com/2026/02/13/anthropics-super-bowl-ads-mocking-ai-with-ads-helped-push-claudes-app-into-the-top-10/">took aim</a> at rival OpenAI’s ChatGPT.In separate but crucial news for the AI sector, Axios&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.axios.com/2026/03/29/claude-mythos-anthropic-cyberattack-ai-agents">reported</a>, citing AI and government officials, that Anthropic, OpenAI and other tech giants will soon release new models that could hack sophisticated systems at scale.&nbsp;In fact, last week, Fortune&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://fortune.com/2026/03/26/anthropic-says-testing-mythos-powerful-new-ai-model-after-data-leak-reveals-its-existence-step-change-in-capabilities/?utm_source=newsletter&amp;utm_medium=email&amp;utm_campaign=sendto_newslettertest_csuite&amp;stream=top#_ga=2.267172493.2012405429.1774863814-1431982654.1771288787">reported</a> on an unpublished Anthropic blog post describing Mythos. The post said the model is "currently far ahead of any other AI model in cyber capabilities."As the potential IPO draws closer, investors are increasingly eyeing proxy funds that offer exposure to Anthropic. Stocktwits published an&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/anthropic-s-ipo-said-to-be-coming-as-early-as-october-here-s-how-to-pick-up-a-stake-before-it-goes-public/cZ3uU4aRIlA">explainer</a> on them last week.Only two ETFs –&nbsp;<a href="https://stocktwits.com/symbol/AGIX">KraneShares Artificial Intelligence &amp; Technology ETF (AGIX)</a> and&nbsp;<a href="https://stocktwits.com/symbol/DXYZ">Destiny Tech 100 (DXYZ)</a> – currently offer direct exposure to Anthropic, though allocations are relatively small and not fully disclosed.Retail-access private funds provide more meaningful exposure, with&nbsp;<a href="https://stocktwits.com/symbol/ARKVX">ARK Venture Fund (ARKVX)</a> (3.8%) and&nbsp;<a href="https://stocktwits.com/symbol/VCX">Fundrise Innovation Fund (VCX)</a> (20%) holding notable stakes in Anthropic.On Stocktwits, the retail sentiment was ‘bullish’ for AGIX and ‘extremely bullish’ for DXYZ, VCX and ARKVX. The sentiment for&nbsp;<a href="https://stocktwits.com/symbol/ANTHROPIC">Anthropic</a> was ‘neutral.’&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rzlv-jumps-13-ahead-of-half-year-report-analysts-expect-huge-upside-potential-this-year/cZERl20RIZF">RZLV Jumps 13% Ahead Of Half Year Report – Analysts Expect Huge Upside Potential This Year</a>&nbsp;

The Claude by Anthropic app logo appears on the screen of a smartphone

Anthropic’s Paid Users Reportedly Doubled Ahead Of IPO – Retail Piles Into Proxy Funds

Retail investors are increasingly eyeing exchange-traded and private funds that offer exposure to Anthropic ahead of its potential IPO in the fourth quarter.

<ul class="summary-bullets"><li>The fund launched a tokenized on-chain version of its portfolio, offering global exposure to SpaceX, OpenAI, Anthropic and Databricks through a single asset.</li><li>CEO Ben Miller said Fundrise rejected hedge fund allocations, prioritizing retail investors for access to shares during the listing.</li><li>Demand for proxy exposure is rising ahead of expected SpaceX, Anthropic and OpenAI IPOs, even as Citron questioned the fund’s premium to NAV.</li></ul>Shares of Fundrise Innovation Fund (VCX) fell nearly 10% in premarket trading on Tuesday, giving back some recent gains as the fund expanded blockchain-based access to private tech giants, including SpaceX and Anthropic.The decline follows a volatile stretch since the fund’s listing, during which shares surged more than 500% over five sessions before dropping over 65% after short seller Citron Research disclosed a bearish position.The heightened buzz for&nbsp;<a href="https://stocktwits.com/symbol/VCX">VCX</a> comes as investors increasingly position through public-market proxy vehicles ahead of expected listings from several large private tech companies widely seen as anchors of the next major IPO cycle.<h2 class="st-heading-2">VCX Takes Private Tech Onchain</h2>The retail-focused structure now extends beyond the public listing through a newly tokenized version of the portfolio that enables eligible investors globally to gain exposure to a diversified basket of late-stage private tech companies, including SpaceX, OpenAI, Anthropic and Databricks, through a single blockchain-based asset.Payward, the parent company of the tokenized equities platform enabling the launch, said the move expands access beyond traditional venture structures. The tokenized version is expected to go live in the coming days and will allow integration into on-chain financial applications, including lending, collateralization, and automated investment strategies.<h2 class="st-heading-2">VCX Rejects Hedge Funds For Retail</h2>In a new&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=inqOrylHwp8&amp;t=5s">interview</a> over the weekend with Craig Stephens, host of the Access IPOs podcast, Fundrise CEO Ben Miller said the fund was structured to prioritize individual investors rather than institutional buyers typically involved in IPO allocations. Miller said the firm rejected raising capital through hedge funds and instead distributed shares directly to platform investors.“Let the retail investors be the ones who get the inside shares rather than the hedge funds,” Miller said, adding that “our customer is the retail investor, is the individual investor, not the institutions.”VCX has raised between $450 million and $500 million from about 100,000 investors, according to Miller, and delivered strong early performance before its listing. “It performed really well over the first few years,” he said. “I think the average client return was 40% a year.”<h2 class="st-heading-2">Private Tech IPO Pipeline Heats Up</h2>Demand for vehicles offering proxy exposure to private technology leaders has increased following reports that SpaceX could file its IPO prospectus any day now, ahead of a potential June listing expected to raise more than $75 billion.Anthropic has hired IPO counsel ahead of a possible 2026 listing, while OpenAI is reportedly preparing for a potential fourth-quarter debut after expanding a financing round that could mark its final major private raise before entering public markets. Together, the three companies represent more than $2 trillion in combined private-market value.<h2 class="st-heading-2">Citron Short Sparks VCX Valuation Debate</h2>The rally has also drawn scrutiny from short seller Citron Research, which&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/vcx-tanks-after-citron-shorts-anthropic-proxy-urges-sec-investigation-fundrise/cZ3rU6ORIkP">said</a> it is short VCX and argued that the fund’s market price remains disconnected from the underlying asset's value. Citron noted that the shares traded above $400, even though the underlying assets were worth roughly $19, and urged regulators to examine whether the sponsor is compensating influencers or publishers to promote the fund.However, Fundrise rejected the criticism. “Some companies short stock and then do PR smear campaign to drive the stock down,” Miller&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/vcx-ceo-pushes-back-against-citron-criticism-says-retail-investors-risk-missing-out-on-private-ai-wealth/cZ3HcpwRIly">said</a> on CNBC. “Trying to talk down the stock, that hurt our investors.”<h2 class="st-heading-2">How Do Stocktwits Users Feel About VCX?</h2>On Stocktwits, retail sentiment for VCX has remained ‘extremely bullish’ over the past week amid ‘extremely high’ message volume,&nbsp;with a more than quadrupling of followers over the past week.<figure class="image"><img src="https://news.stocktwits-cdn.com/vcx_ss_png_7a93969e28.webp" alt="vcx ss.png" width="970" height="144"><figcaption>VCX sentiment and message volume as of March 30 | Source: Stocktwits</figcaption></figure>One user&nbsp;<a href="https://stocktwits.com/chamono1942/message/648878128">said</a>, “This is a combination of well-known unlisted stocks and cryptocurrencies! Game changers of the future!”<stembedurl>https://stocktwits.com/chamono1942/message/648878128</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/toolajittooquit/message/648901340">said</a>, “Just waiting on the spacex ipo to watch vcx jump to $500.”<stembedurl>https://stocktwits.com/toolajittooquit/message/648901340</stembedurl>For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mark-cuban-roasts-elon-musk-work-will-be-optional-spacex-ipo-grok/cZER14cRIZ1">Will SpaceX IPO Prospectus Be Written By Grok? Mark Cuban Roasts Elon Musk Over His ‘Work Will Be Optional’ Claim</a>

VCX Tumbles Premarket: Fundrise Opens SpaceX, Anthropic, Databricks Onchain After Snubbing Hedge Funds

Payward-backed infrastructure enables the tokenized version to integrate into lending, collateralization and automated on-chain investment strategies.

<ul class="summary-bullets"><li>Started in 2021,&nbsp;Anthropic was last valued at $380 billion.</li><li>Reports say the AI firm is targeting a $60 billion raise, with the offering expected in October.</li><li>ETFs such as KraneShares Artificial Intelligence &amp; Technology ETF (AGIX) and Destiny Tech100 (DXYZ) hold Anthropic equity.</li></ul>AI upstart Anthropic is moving decisively toward a public listing, with a new report suggesting it has already held talks with investment banks and could launch its IPO as early as October. The offering is shaping up to be part of a mega wave of listings this year that is also expected to include OpenAI and SpaceX.Even before prospectuses are filed, some investors are getting ahead of the curve by gaining exposure through exchange-traded funds and private investment vehicles, products that have attracted significant interest over the past year.Bloomberg <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-03-27/claude-ai-maker-anthropic-said-to-weigh-ipo-as-soon-as-october">reported</a>, citing sources, that Goldman Sachs, JPMorgan, and Morgan Stanley might be hired managers for Anthropic's IPO, which could raise a staggering $60 billion.Anthropic, founded by former OpenAI employees in 2021, is believed to be <a href="https://stocktwits.com/news-articles/markets/equity/why-anthropic-s-ipo-might-just-be-juicier-than-open-ai-s/cLIXYLXRE1c">quickly closing the gap</a> with OpenAI. According to reported internal projections, Anthropic expects to be profitable in 2028, while OpenAI expects $74 billion in operating losses that year.Anthropic has also left a mark more recently with the launch of a series of agentic AI tools as part of its offering, Claude Cowork, which triggered <a href="https://stocktwits.com/news-articles/markets/equity/saas-stocks-stumble-as-ai-fears-trigger-selloff-retail-eyes-selective-bets/cmUu4hVR49H">a widespread sell-off</a> in the shares of major software companies.Although the IPO timeline could vary, picking up exposure to Anthropic before the event is possible through the following funds:<figure class="table"><table class="ck-table-resized"><colgroup><col><col><col></colgroup><tbody><tr><td>Fund</td><td>Anthropic Exposure</td><td>Top 5 Holdings</td></tr><tr><td>KraneShares Artificial Intelligence &amp; Technology ETF (AGIX)</td><td>2.5%</td><td>Nvidia (5.1%), Microsoft (4%), Meta (3.9%), Alphabet (3.5%), Apple (3.3%)</td></tr><tr><td>Fundrise Innovation Fund (VCX)</td><td>20%</td><td>Databricks (17.7%), OpenAI (9.9%), Anduril (6.9%), Ramp (5.1%), Tesla (5%)</td></tr><tr><td>ARK Venture Fund (ARKVX)</td><td>3.8%</td><td>SpaceX (17.9%), Replit (4.9%), Figure AI (3.7%), Databricks (3.1%), Zipline (3%)</td></tr><tr><td>Destiny Tech100 (DXYZ)</td><td>Undisclosed</td><td>SpaceX (16.2%), Shield AI (4.1%), Databricks (4%), Beast Industries (3.5%), OpenEvidence (3.5%)</td></tr></tbody></table></figure>Source: Funds’ disclosures.<h2 class="st-heading-2"> Soaring Interest In Private Tech ETFs, Funds</h2>For now, only two exchange-traded funds – the KraneShares Artificial Intelligence &amp; Technology ETF (AGIX) and Destiny Tech100 (DXYZ) – offer direct exposure to Anthropic.About 2.5% of AGIX's holdings is currently Anthropic equity, while DXYZ’s Anthropic holding is much smaller and&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://destiny.xyz/tech100">not detailed</a> by the fund.&nbsp;ARK Venture Fund (ARKVX), a private fund that allows retail access, is another major source. About 3.8% of ARKVX’s portfolio is composed of Anthropic equity, in addition to large stakes in SpaceX, OpenAI, and several listed tech companies.Meanwhile, the Fundrise Innovation Fund (VCX), another private fund with retail access, held roughly 20% exposure to Anthropic.The funds are in high demand. Shares of the VCX have surged nearly 2,000% since listing last week, a key signal to investors in pre-IPO tech companies. ARKVX has returned 63% over the past year, sharply higher than the benchmark indices; DXYZ shares have declined 26% over the past 12 months.The funds are already a hit with retail investors. Watchers on Stocktwits for VCX have increased 2,000% in a week, while those for DXYZ and ARKVX have increased 32% and 22%, respectively, over the past month.Besides the funds, Amazon and Alphabet are among the largest investors with multi-billion-dollar stakes in Anthropic.<h2 class="st-heading-2">Anthropic Valuation Soars To $380B</h2>Anthropic was valued at about $380 billion following a $30 billion funding round led by MGX that closed in February. The company counts Alphabet, Google, Amazon, Microsoft, and Nvidia among its partners, each of which has also taken an equity stake and supplied specialized chips and other technology under agreements worth tens of billions of dollars.It’s been in the news recently over its fallout with the Pentagon over the use of AI in the defense business.&nbsp;The U.S. government designated the AI firm a supply chain risk – meaning it can’t do business with the government or any of its contractors – after Anthropic refused to remove safety guardrails that prevent its Claude AI from being used for fully autonomous weapons or mass domestic surveillance.On Thursday, Anthropic won a preliminary injunction, pausing the government’s plan to sever all ties with the company while the case is heard in the San Francisco federal court.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-s-tough-year-gets-slightly-worse-indie-game-devs-call-for-boycott-urge-peers-to-tank-stock-here-s-why/cZ3utfIRIlN">Nvidia's Tough Year Gets Slightly Worse: Indie Game Devs Call For Boycott, Urge Peers To 'Tank' Stock — Here's Why</a>&nbsp;

Anthropic's IPO Said To Be Coming As Early As October — Here's How To Pick Up A Stake Before It Goes Public

Anthropic is billed as one of the biggest forthcoming IPOs this year.

<ul class="summary-bullets"><li>The chatbots will also be able to work with an upcoming Siri app and other features in the Apple Intelligence platform, as per the report.&nbsp;</li><li>The plans to make Siri available to outside competitors is an attempt for Apple to push deeper into AI, where it has lagged behind its peers, as per the report. &nbsp;</li><li>However, the report also clarified that was as yet unclear if Apple would allow any AI app to be added to Siri or if it will require a specific approval process.</li></ul>Apple Inc. (AAPL) is reportedly planning to make its Siri available to rival artificial intelligence assistants in a move that will help its iPhone evolve to become an AI platform.According to a Bloomberg <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-03-26/apple-plans-to-open-up-siri-to-rival-ai-assistants-beyond-chatgpt-in-ios-27">report</a>, citing people with knowledge of the matter, Apple is planning the change as part of upgrades to Siri in the upcoming iOS 27 update.The tech company is working on new tools that will allow AI chatbot apps to be installed on the iPhone via the App Store, which will integrate with Siri, as per the report. The chatbots will also be able to work with an upcoming Siri app and other features in the Apple Intelligence platform, as per the report.AAPL shares were trading 0.5% higher at the time of writing.<h2 class="st-heading-2">The Siri Update</h2>The plans to make Siri available to outside competitors is an attempt for Apple to push deeper into AI, where it has lagged behind its peers, as per the report. Siri is reportedly an integral part of this plan. &nbsp;Earlier, reports emerged touting <a href="https://stocktwits.com/news-articles/markets/equity/apple-siri-upgrade-potentially-delayed-after-testing-issues-report/cZb6o7DR4AQ">Apple’s plans to overhaul Siri</a> into an AI chatbot later this year, though official updates from the company are yet to come.The new update would allow Apple users to leverage Siri voice assistant to tap into Alphabet Inc.’s (GOOG, GOOGL) Google Gemini or Anthropic PBC’s Claude for queries if they were installed in the device. This would be similar to how Apple Intelligence allows queries to be routed to ChatGPT. As per the report, this update would also allow Apple to generate more money from third-party AI subscriptions through the App Store.The new approach would remove the need for one-off partnerships like the ChatGPT deal, allowing the company to integrate multiple external AI services faster and broaden AI use across its operating systems without negotiating separate agreements, as per Bloomberg.However, the report also clarified that was as yet unclear if Apple would allow any AI app to be added to Siri or if it will require a specific approval process.<h2 class="st-heading-2">Launch Timeline</h2>Apple is planning to announce its latest software on June 8 at its Worldwide Developers Conference, as per the Bloomberg report. However, the features could still change or get delayed.Recent reports, however, have suggested that upgrades to Siri have faced issues during testing, potentially delaying the release of some functional updates.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/AAPL">AAPL shares</a> improved from ‘bearish’ to ‘neutral’ territory over the past 24 hours amid ‘normal’ message volumes.AAPL stock has gained more than 14% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Apple Intelligence logo is being displayed on a smartphone, with the Apple Siri logo in the background. (Photo by Nikolas Kokovlis/NurPhoto via Getty Images)

Apple Reportedly Eyes An iPhone AI Platform With Plans To Open Up Siri To Rivals In iOS Update

According to a report from Bloomberg, which cited people with knowledge of the matter, Apple is working on new tools that will allow AI chatbot apps to be installed on the iPhone via the App Store that will integrate with Siri.

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