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Invesco QQQ Trust Series 1

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 is a focal point of discussion, driven by its rapidly expanding prediction markets and the recent launch of 24/7 trading. While some investors voice frustration over perceived trading inconsistencies and its sensitivity to cryptocurrency fluctuations, others highlight its growth potential and recent analyst upgrades. The broader conversation centers on Robinhood's innovation in fintech and its position within evolving digital asset regulations.

Springview Holdings Ltd. engages in the design and construction of residential and commercial buildings. It involves new construction, reconstruction, alterations, and other general contracting services. The company was founded in 2002 and is headquartered in Singapore.

Springview Holdings Ltd - Ordinary Shares - Class A

Springview Holdings Ltd

Springview Holdings (SPHL) is experiencing intense investor interest driven by a newly announced strategic partnership for solar and green-energy solutions in Singapore. The community is actively discussing the stock's extremely low float, fueling speculation about significant short squeeze potential and prompting expectations of highly volatile price action. While many anticipate a substantial upward move, a segment of traders urges caution, referencing the ticker's history of sharp price fluctuations.

BRC Group Holdings, Inc. engages in the provision of financial services and solutions to the capital raising and financial advisory needs of public and private firms. It operates through the following segments: Capital Markets, Wealth Management, Financial Consulting, Auction and Liquidation, Communications, and Consumer. The Capital Markets segment provides investment banking, corporate finance, research, wealth management, and sales and trading services to corporate, institutional, and high net worth clients. The Wealth Management segment offers retail brokerage, investment management, and insurance, and tax preparation services. The Financial Consulting segment focuses on a variety of specialized advisory services spanning bankruptcy, restructuring, turnaround management, forensic accounting, crisis and litigation support, appraisal and valuation, real estate, and operations management. The Auction and Liquidation segment deals with retail liquidation services. The Communications segment is composed of a portfolio of companies acquired for attractive risk-adjusted investment return characteristics. The Consumer segment includes Targus and the Brands investment portfolio. The company was founded in 1973 and is headquartered in Los Angeles, CA.

BRC Group Holdings Inc.

B. Riley Financial Inc

B. Riley Financial (RILY) is trending after filing its Q3 financial results, showcasing renewed profitability and NASDAQ compliance. This development has ignited intense community discussion around a potential short and gamma squeeze, with many comparing it to past explosive market events due to high short interest and a constrained float.

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

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Coinbase is actively trending due to significant developments around the proposed "Clarity Act," a crypto market structure bill. Its recent delay, reportedly influenced by Coinbase's pushback on stablecoin reward provisions, has ignited community debate, with some viewing it favorably for the exchange's revenue while others express frustration over the stock's price action despite a strong crypto market and analyst upgrades. As a major crypto platform, its performance remains closely watched in the context of evolving regulation and broader digital asset sentiment.

Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is experiencing strong bullish momentum following a significant analyst upgrade that highlights its server CPUs are reportedly sold out through 2026 due to surging hyperscaler demand for AI. Community discussion centers on this impressive AI accelerator traction and a new strategic partnership with TCS, cementing AMD's position in the rapidly expanding AI chip market. Investors are particularly focused on the company's notable strength and resilience during recent market weakness.

Moolec Science SA engages in the development and production of science-based food ingredients. Its products include pet food, animal feed, and dietary supplements. The company was founded by Gastón Paladini, Henk Hoogenkamp, and Martin Salinas in 2020 and is headquartered in George Town, Cayman Islands.

Moolec Science SA

AI summary generating... hang tight! 🤖 Beep boop bop...

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. It provides online news services where users can select and rank web content. The firm also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit Inc. is gaining traction following several analyst upgrades and an increasing focus on its platform's value as a source for AI training data, with major AI models reportedly citing Reddit content. The community is actively discussing its strong growth prospects, while some debate its current valuation, observing technical levels for potential upward movement.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is trending amid significant price volatility and heavy trading volume, driven by community debate surrounding recent insider stock sales and market interpretations of new AI agent competition. While many investors view the current dip as a prime accumulation opportunity given the company's robust financials and strategic position in agentic AI, others express caution regarding persistent insider selling and the evolving competitive landscape in the software sector.

Ondas Holdings, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Holdings Inc

Innodata, Inc. is a data engineering company, which engages in providing artificial intelligence software platforms and management of its services. It operates through the following business segments: Digital Data Solutions (DDS), Synodex, and Agility. The DDS segment combines deep neural networks and human expertise in multiple domains to make unstructured information useable. The Synodex segment enables clients in the insurance and healthcare sectors to transform medical records into useable digital data and to apply technologies to the digital data to augment decision support. The Agility segment provides tools and related professional services that enable public relations and communications professionals to discover influencers, amplify messages, monitor coverage, and measure the impact of campaigns. The company was founded by Todd H. Solomon in 1988 and is headquartered in Ridgefield Park, NJ.

Innodata Inc

Innodata (INOD) is gaining significant traction following a recent analyst upgrade to "Top Pick" and widespread anticipation of a pivotal partnership announcement, potentially related to government, military, and sovereign AI initiatives. The community is actively discussing strong technical indicators pointing to a potential breakout above key resistance levels, fueling expectations of a substantial short squeeze. Many view INOD as an undervalued "picks-and-shovels" AI play, poised for a significant re-rating as the market focuses on data engineering and AI infrastructure.

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<ul class="summary-bullets"><li>SpaceX led the poll with about 59%, well ahead of OpenAI at roughly 26% and Discord near 10%.</li><li>Retail interest in SpaceX has surged, with watcher count up about 116% over the past year and message volume up roughly 1,600% in the last 90 days.</li><li>Other names mentioned by retail investors include Databricks, Anduril, and Anthropic.</li></ul>Retail investors are already looking ahead to the next wave of blockbuster IPOs, and a recent poll shows a clear favorite emerging well before any official filings.&nbsp;Among SpaceX, OpenAI, and Discord, SpaceX emerged as the most anticipated potential 2026 listing by a wide margin in a recent&nbsp;<a href="https://stocktwits.com/discussions/which-potential-2026-ipo-are-you-most-excited-for/641125720">Stocktwits poll</a>, capturing about 59% of the vote.<h2 class="st-heading-2">SpaceX Leads Retail Anticipation</h2><img src="https://news.stocktwits-cdn.com/Space_X_Elon_Musk_jpg_b27208e213.webp" alt="U.S. President Donald Trump acknowledges SpaceX founder Elon Musk (R) after the successful launch of the SpaceX Falcon 9 rocket with the manned Crew Dragon spacecraft at the Kennedy Space Center on May 30, 2020.">SpaceX has not formally announced IPO plans, but speculation around a mid- to late-2026 listing has intensified. That anticipation has been amplified by&nbsp;CEO Elon Musk’s public comments, rising market chatter, and growing debate on Wall Street over how such a listing could be structured.Over the past year, SpaceX’s watcher count on Stocktwits has risen about 116%, while message volume has surged roughly 1,600% over the past 90 days. The company’s dominance in low Earth orbit launches, rapid Starlink expansion, and launch cadence reinforce its position as retail’s clear favorite.Retail sentiment for&nbsp;<a href="https://stocktwits.com/symbol/SPACEX">SpaceX</a> was ‘extremely bullish’ amid ‘high’ message volume.<h2 class="st-heading-2">OpenAI Ranks Second As AI IPO Speculation Builds</h2><img src="https://news.stocktwits-cdn.com/Getty_Images_2238160824_jpg_d18c8fe07a.webp" alt="The OpenAI logo displays on a smartphone screen reflecting green beams. (Photo by Samuel Boivin/NurPhoto via Getty Images)">OpenAI placed second in the poll with roughly 26% of votes. The maker of ChatGPT has reportedly begun discussions about<a href="https://stocktwits.com/news-articles/markets/equity/openai-ipo-could-be-the-biggest-ever-aiming-for-a-whopping-1-trillion/cLGFXW3R3D9"> a potential IPO</a> that could value the company at around $1 trillion, with a possible filing as soon as the second half of 2026.The company’s transition to a for-profit structure and its capital-intensive AI ambitions have kept it firmly in focus.On Stocktwits, retail sentiment for&nbsp;<a href="https://stocktwits.com/symbol/OPENAI">OpenAI</a> was ‘neutral’ amid ‘low’ message volume.<h2 class="st-heading-2">Discord Draws Interest After IPO Reports</h2><img src="https://news.stocktwits-cdn.com/Getty_Images_2031350343_jpg_801133a3e6.webp" alt="In this photo illustration, a Discord logo seen displayed on a smartphone. (Photo Illustration by Mateusz Slodkowski/SOPA Images/LightRocket via Getty Images)">Discord garnered about 10% of the poll after reports said the chat platform has&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/discord-confidentially-files-for-ipo/cmxymfiR4ce">confidentially filed for a U.S. IPO</a>, though timing and deal size remain unclear.The company now has more than 200 million monthly active users and has expanded far beyond gaming into tech, AI, crypto, and creator communities. It was valued at roughly $15 billion in its last funding round in 2021 and previously turned down a $12 billion acquisition offer from Microsoft.On Stocktwits, retail sentiment for&nbsp;<a href="https://stocktwits.com/symbol/DISCORD">Discord</a> was ‘extremely bullish’ amid ‘extremely high’ message volume.<h2 class="st-heading-2">Broader IPO Watchlist</h2>Beyond the main poll options, retail users pointed to a broader set of companies they are watching for potential listings, including Databricks, Anduril, and Anthropic.Databricks signed a Series K term sheet in August, valuing the company at more than $100 billion, with subsequent reports suggesting that fresh financing could push the valuation above $130 billion.The company has disclosed a $4 billion revenue run rate, more than 50% year-over-year growth, and a $1 billion AI products run rate.On Stocktwits, retail sentiment for&nbsp;<a href="https://stocktwits.com/symbol/DATABRICKS">Databricks</a> was ‘neutral’ amid ‘high’ message volume.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>One user said, "most excited for the discord IPO as that's gonna be valuable but spaceX is likely a huge game changer for the emerging space economy."<stembedurl>https://stocktwits.com/PMCS/message/641153602</stembedurl>Another bearish user said, "Every one of those IPOs is ridiculously overvalued."<stembedurl>https://stocktwits.com/HedgedLongTermInvestor/message/641130582</stembedurl>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Retail traders overwhelmingly picked SpaceX as their most anticipated 2026 IPO, far outpacing OpenAI and Discord. (Photo credot: Getty Images)

SpaceX, OpenAI Or Discord? Retail Traders Pick Their Most Awaited 2026 IPO — And The Winner Was Obvious

Retail traders overwhelmingly picked SpaceX as their most anticipated 2026 IPO, far outpacing OpenAI and Discord.

Equity

<ul class="summary-bullets"><li>The Wall Street Journal reported on Wednesday, citing people familiar with the matter, that the new financing round will be led by Singapore’s sovereign wealth fund GIC and Coatue Management.&nbsp;</li><li>The new funding round is expected to close in the coming weeks, the report said, while adding that the total deal amount could change.</li><li>Meanwhile, Anthropic’s rival OpenAI is also reportedly in talks to raise additional capital.</li></ul>Claude chatbot developer Anthropic is reportedly planning to raise $10 billion at a valuation of $350 billion, nearly double its valuation from four months ago.The Wall Street Journal <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/tech/ai/anthropic-raising-10-billion-at-350-billion-value-62af49f4?gaa_at=eafs&amp;gaa_n=AWEtsqfreO4bK1gP-8SV3R-yDh3n8vJYpf4NRFC8TNMRDrWpDi2VSu5grKP_mbCQP4c%3D&amp;gaa_ts=695ea48d&amp;gaa_sig=q5Y5Ndk53_YP767_rhw750M8ZX7swSjVo8iSvi-GDxd4bac6H08S08eY51x3iy80TRk-h-5l6PG6DwKNJSupMw%3D%3D">reported</a> on Wednesday, citing people familiar with the matter, that the new financing round will be led by Singapore’s sovereign wealth fund GIC and Coatue Management.In a September $13 billion investment round, the company was valued at $183 billion.The new funding round is expected to close in the coming weeks, the report said, while adding that the total deal amount could change. Anthropic is expected to go public this year.<h2 class="st-heading-2">Other Investments</h2>According to an unnamed source cited by WSJ, the new capital is in addition to Nvidia’s and Microsoft’s plan to invest up to $15 billion in the company. The Open AI competitor’s existing investors include Lightspeed Venture Partners, Fidelity Management &amp; Research, and Iconiq Capital.Founded in 2021 by former OpenAI employees, Anthropic is known for its Claude family of large language models. It competes directly with OpenAI, and the most recent version of its AI model is Claude Opus 4.5, with a focus on agentic tasks, real-world coding, and reasoning.Meanwhile, OpenAI is also in talks to raise additional capital, according to a WSJ report from December. The company is reportedly looking to raise as much as $100 billion in a fundraising round which could value the company at up to $830 billion.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/ANTHROPIC">ANTHROPIC</a> trended in the ‘bearish’ territory, accompanied by ‘normal’ levels of message volume.Meanwhile, sentiment around <a href="https://stocktwits.com/symbol/OPENAI">OPENAI</a> stayed within the ‘bearish’ territory amid ‘low’ message volume.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/caterpillar-partners-with-nvidia-to-enhance-its-fleet-and-manufacturing-with-ai/cmxzIPBR42m">Caterpillar Partners With Nvidia To Enhance Its Fleet And Manufacturing With AI</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)

Anthropic Reportedly Eyes $350 Billion Valuation In New $10 Billion Funding Round 

In September, a $13 billion investment valued the company at $183 billion.

<ul class="summary-bullets"><li>The added site expands xAI’s growing data center footprint tied to its Colossus AI infrastructure build-out.</li><li>The scale-up comes alongside aggressive fundraising aimed at financing large Nvidia-based compute deployments.</li><li>The expansion adds momentum as xAI ramps prepares broader Grok deployments in 2026.</li></ul>Elon Musk confirmed that xAI has acquired a third facility, a building referred to as "Macrohardrr," adding to its rapidly expanding AI infrastructure footprint.<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/2006108047609930069">In a post on X</a>, Musk said the additional building would take xAI’s training compute capacity to nearly 2 gigawatts.<h2 class="st-heading-2">Expanding The Colossus Complex</h2>The confirmation follows reports that xAI is expanding its massive data center presence in the Memphis region. The company has already built one data center in the city, known as Colossus, and is constructing a second nearby site dubbed Colossus 2.According to earlier reporting by&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/elon-musks-xai-buys-building-third-supersized-data-center">The Information</a>, xAI also purchased a large warehouse in Southaven, Mississippi, where it plans to develop an adjoining facility tied to its Memphis operations. The expansion reflects Musk’s ambition to build what he has described as the world’s largest data center dedicated to AI training.Musk has previously said Colossus 2 could eventually house about 550,000 chips from Nvidia, a build-out that would require tens of billions of dollars in investment.<h2 class="st-heading-2">Heavy Fundraising&nbsp;</h2>xAI has been raising capital aggressively in 2025 to finance its infrastructure push. In October, the company was reportedly in talks earlier this year to raise around $20 billion in a mix of debt and equity, in part to fund purchases of Nvidia processors for Colossus 2.In November, The Wall Street Journal reported that&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/elon-musks-xai-nears-new-funding-doubling-its-valuation-to-230b-report/cLP8zzSREJ1">xAI is in advanced discussions</a> to raise about $15 billion in equity funding at a potential valuation of roughly $230 billion, a sharp increase from the $113 billion valuation disclosed in March, when xAI absorbed the social media platform X.&nbsp;<h2 class="st-heading-2">Government Contracts Add To Momentum</h2>Last week, the U.S. Department of War announced an&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/pentagon-inks-deal-with-elon-musk-xai/cLeFr6EREuG">agreement to deploy xAI’s systems on its GenAI.mil platform</a>, with initial deployment targeted for early 2026. Under the deal, xAI’s Grok models will be embedded into the platform at Impact Level 5, enabling use with controlled unclassified information.That agreement followed xAI’s launch of xAI For Government in July, a suite of AI products aimed at federal, state, local, and national security customers. xAI also secured a $200 million contract from the Department of War in July, alongside similar awards to OpenAI, Google, and Anthropic, as part of an effort to scale advanced AI adoption across defense operations.On Stocktwits, retail sentiment for XAI was ‘bearish’ amid ‘extremely low’ message volume.<figure class="image"><img style="aspect-ratio:968/166;" src="https://news.stocktwits-cdn.com/xai_ss_png_6e796ab3d5.webp" alt="xai ss.png" width="968" height="166"><figcaption>XAI sentiment and message volume as of December 30| Source: Stocktwits</figcaption></figure>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The xAI logo is seen on a mobile device in this photo illustration on 13 July, 2023 in Warsaw, Poland. 

Elon Musk Confirms xAI Is Near 2GW Of Training Power After Buying Third ‘Macrohardrr’ Facility

The update comes as xAI continues to expand its data center footprint alongside recent fundraising efforts.

<ul class="summary-bullets"><li>A group of writers, which includes the author of "Bad Blood,” sued OpenAI and leading AI chatbot firms on Monday.</li><li>The lawsuit is the latest in a list of complaints against AI companies, mainly OpenAI.</li><li>Data shows that OpenAI has received at least seven new lawsuits this year.</li></ul>John Carreyrou, a New York Times reporter and author of "Bad Blood: Secrets and Lies in a Silicon Valley Startup," and five other writers sued OpenAI, Anthropic, xAI, Google, and Meta Platform on Monday for using copyrighted books without permission to train their AI systems.The development is only the latest in a series of lawsuits and complaints against AI chatbot companies, particularly OpenAI. Stocktwits-compiled data (see table) shows that the ChatGPT maker has had a rather busy year on the legal front. In fact, an increasing share of lawsuits is now being brought by independent plaintiffs, rather than large corporations, as was the case in the past.The latest authors’ lawsuit – which follows a similar but more significant one filed by the Authors Guild and prominent novelists like John Grisham and George R.R. Martin in 2023 – accuses AI companies of pirating their books and feeding them into the large language models (LLMs) that power the companies' chatbots. The case is the first to name xAI as a defendant.<h2 class="st-heading-2">OpenAI’s List Of Legal Troubles</h2>&nbsp;<figure class="table"><table class="ck-table-resized"><colgroup><col style="width:25%;"><col style="width:25%;"><col style="width:25%;"><col style="width:25%;"></colgroup><tbody><tr><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Lawsuit</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Filed</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Issue</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Status</td></tr><tr><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Authors Guild</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Sep-23</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Copyright/Class Action</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Ongoing; claims were allowed to proceed with discovery underway</td></tr><tr><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">The New York Times v. OpenAI &amp; Microsoft</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Dec-23</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Copyright</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Ongoing; discovery and litigation ahead</td></tr><tr><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">GEMA&nbsp;</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Nov-24</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Copyright</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Court ruled against OpenAI in Nov 2025; OpenAI is considering an appeal</td></tr><tr><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Ziff Davis</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Apr-25</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Copyright</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Ongoing; discovery underway</td></tr><tr><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Raine Family</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Aug-25</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Negligence/Wrongful Death</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Ongoing; lawsuit actively proceeding in California state court</td></tr><tr><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Elon Musk/xAI v. OpenAI &amp; Apple&nbsp;</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Aug-25</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Antitrust</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Ongoing; early bid to block the for-profit plan was rejected, but broader claims continue</td></tr><tr><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Cameo</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Oct-25</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Trademark</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Ongoing; OpenAI has disputed an exclusive trademark claim</td></tr><tr><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">ANI</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Nov-25</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Copyright</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Ongoing; hearings and submissions continuing in India</td></tr><tr><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Suzanne Adams' Estate</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Dec-25</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Negligence/Wrongful Death</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Newly filed</td></tr></tbody></table></figure>Source: media reports, Stocktwits research Those claims are not new. Interestingly, OpenAI rival Perplexity recently reached a $1.5 billion&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.nytimes.com/2025/09/05/technology/anthropic-settlement-copyright-ai.html">settlement</a> with a class of authors who made similar claims against it. However, even as lawsuits mount, OpenAI has yet to offer a settlement or bring a significant case to a definitive close.<h2 class="st-heading-2">Significant Cases</h2>The most significant case against OpenAI is one brought by The New York Times in late 2023. It also names Microsoft, an OpenAI investor, as a defendant. In March this year, a New York judge allowed the core copyright claims to proceed. The widely watched case could serve as a benchmark for an evolving AI copyright landscape.&nbsp;More recently, a separate kind of development jolted the AI industry. A U.S. teenager took his life in April after allegedly discussing the plan at length with ChatGPT; his parents subsequently&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/california-couple-sues-open-ai-ceo-sam-altman-over-chat-gpt-allegedly-abetting-teenage-son-s-suicide/chsxtroRdkm">sued</a> OpenAI and CEO Sam Altman for negligence and wrongful death. The Adam Raine case revived the debate over another, but more critical, topic: AI safety. The case is ongoing.The legal issues come as OpenAI’s massive expansion draws scrutiny. Although the company has raised significant funding and recently converted to a for-profit entity (which opens it up to further capital raises), its pledge to invest $1.4 trillion in AI infrastructure has raised concerns.&nbsp;Altman has&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/sam-altman-agrees-openai-should-fail-if-we-screw-up-and-can-t-fix-it-after-rejecting-need-for-government-guarantees/cL2vVRORET3">said</a> that OpenAI is on track to achieve $20 billion in annualized revenue by the year-end, “and grow to hundreds of billions by 2030.” However, its billions of dollars in seemingly&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amazon-said-to-be-weighing-10b-investment-in-open-ai/cLeOJXxREpq">“circular deals”</a> with cloud and chip companies are drawing scrutiny and putting pressure on partners, such as&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/behind-oracle-s-ai-boom-lies-a-balance-sheet-time-bomb/cLIxGYWREVD">Oracle</a>.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/chinas-tech-giants-race-to-close-ai-capex-gap-with-us-rivals/cLep1pjREuW">China’s Tech Giants Race To Close AI Capex Gap With US Rivals — ByteDance’s Post-TikTok Pivot Is The Latest Signal</a>

OpenAI CEO Sam Altman testifies before a Senate committee at the Capitol Hill on May 08, 2025 in Washington, DC. (Photo by Chip Somodevilla/Getty Images)

OpenAI’s Damning Year Of Legal Battles Exposes Cost Of Moving Fast In AI Gold Rush

Lawsuits against Sam Altman’s company are increasingly coming from authors, estates, and private plaintiffs.

<ul class="summary-bullets"><li>Dresser joins after leading Slack and holding senior roles at Salesforce.</li><li>OpenAI now supports over seven million ChatGPT work accounts, with Enterprise seats up nearly ninefold since 2024.</li><li>The hiring comes as rivals escalate efforts, including Google’s Gemini plans and Anthropic’s IPO preparation.</li></ul>OpenAI has hired Slack CEO Denise Dresser as its new chief revenue officer, moving to accelerate enterprise adoption of its AI products amid intensifying competition and rising infrastructure demands.<h2 class="st-heading-2">OpenAI Ropes In Veteran Salesforce Leader</h2>Dresser became Slack’s CEO in late 2023 after Salesforce acquired the workplace messaging platform. She also spent many years at Salesforce in senior roles. The company is also working through rising competitive and financial demands as it plans to invest $1.4 trillion in AI infrastructure, according to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-12-09/openai-hires-slack-ceo-denise-dresser-as-chief-revenue-officer">report</a>.“I’ve spent my career helping scale category-defining platforms,” Dresser said in a statement to Bloomberg, adding that she looks forward to helping OpenAI as it moves into its next phase of enterprise growth.<h2 class="st-heading-2">Competitive Pressure Builds Around OpenAI</h2>The leadership change comes as several rivals move quickly in the AI market.Anthropic, which is backed by Amazon and Google, is&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-anthropic-s-ipo-might-just-be-juicier-than-open-ai-s/cLIXYLXRE1c">preparing for an initial public offering as early as next year</a>. The Financial Times said that the company is targeting a valuation of about $300 billion, following its last valuation of roughly $180 billion. OpenAI has been moving more slowly on a potential IPO, though earlier reports said it could begin the process in the second half of 2026.Meanwhile, Google is&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/google-reportedly-eyeing-ads-on-gemini-in-2026/cLIYxGqREmY">exploring placing ads inside its Gemini chatbot</a> and has told advertising clients that 2026 is the target for rolling this out. The company is also developing AI glasses with Samsung, Gentle Monster and Warby Parker, with the first models expected in 2026.SoftBank and Nvidia are in discussions to join a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/soft-bank-nvidia-weigh-over-1-b-skild-ai-investment-at-14-b-valuation/cLIYHZGREmK">funding round for Skild AI</a> that would value the robotics-model developer at about $14 billion. The company’s technology is designed to act as a software “brain” for robots across different uses.<h2 class="st-heading-2">OpenAI Highlights Growth In Enterprise Adoption</h2><a href="https://stocktwits.com/news-articles/markets/equity/open-ai-survey-shows-major-productivity-surge-among-customers-how-much-time-did-heavy-users-save/cLIYHe9REm0">OpenAI’s latest State of Enterprise AI report</a>, released Monday, pointed to rising use of its tools inside companies. Weekly interactions with ChatGPT Enterprise have increased nearly eightfold over the past year, and the average user is sending about 30% more messages than before.The report said companies are shifting from experimenting with AI to using it inside daily workflows. Tools like “Projects” and “Custom GPTs” saw a 19-fold increase this year.OpenAI now supports more than seven million ChatGPT work accounts, and the number of ChatGPT Enterprise seats has grown almost ninefold since 2024.The report also said that about 75% of surveyed workers felt AI helped improve either the speed or the quality of their work. Many reported saving 40 to 60 minutes a day, with heavier users saving more than 10 hours a week.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment for OpenAI was ‘bearish’ amid ‘extremely low’ message volume.<figure class="image"><img style="aspect-ratio:967/141;" src="https://news.stocktwits-cdn.com/openai_ss_png_8eae8a185f.webp" alt="openai ss.png" width="967" height="141"><figcaption>OPENAI sentiment and message volume as of December 9| Source: Stocktwits</figcaption></figure>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The OpenAI logo displays on a smartphone screen reflecting green beams. (Photo by Samuel Boivin/NurPhoto via Getty Images)

OpenAI Hires Slack CEO As Google And Anthropic Intensify The Race Around Its $1.4T AI Push: Report

OpenAI has reportedly hired Slack CEO Denise Dresser as its new chief revenue officer to strengthen its enterprise AI business amid intensifying competition.

<ul class="summary-bullets"><li>Anthropic has reportedly retained a law firm to start its IPO process, aiming to go public as early as next year.</li><li>Months ago, reports speculated that OpenAI had also started discussions for an IPO for the next year or 2027.</li><li>The simultaneous high-stakes IPOs might present challenges, even as investors appreciate their different approaches and financial goals.</li></ul>Anthropic, the Amazon- and Google-backed firm behind the Claude AI chatbot, is reportedly preparing for an initial public offering that could come as early as next year – potentially pitting its IPO against that of OpenAI.The development presents a new twist in AI rivalries, just as a power-packed year of innovation and soaring tech valuations draws to a close, and could have wide implications for the sector.Anthropic was last valued at about $180 billion, which is about a third of OpenAI’s reported $500 billion valuation. Still, it is poised to be one of the largest IPOs ever. The Financial Times&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/3254fa30-5bdb-4c30-8560-7cd7ebbefc5f">reported</a> that the company has retained law firm Wilson Sonsini to launch the process and is reportedly seeking a valuation of $300 billion. OpenAI, on the other hand, is proceeding at a slower pace, although a previous report&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/openai-ipo-could-be-the-biggest-ever-aiming-for-a-whopping-1-trillion/cLGFXW3R3D9">said</a> it could file the paperwork with the markets regulator in the second half of 2026. &nbsp;<figure class="image"><img style="aspect-ratio:625/476;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_03_at_5_43_23_PM_png_c2169ceb38.webp" alt="Screenshot 2025-12-03 at 5.43.23 PM.png" width="625" height="476"></figure><h2 class="st-heading-2">Different Approaches</h2>Simultaneous high-stakes IPOs present a number of challenges: For one, investors might be forced to invest in only one of the companies, given the likely high asking prices, making it a competition to win over investors.The other issue is pricing, and benchmarking them might not be easy. OpenAI and Anthropic have widely different approaches. With an eye-popping $1.4 trillion cloud investment commitment, OpenAI is more aggressive. However, Anthropic has broader penetration among enterprise customers.<figure class="table"><table class="ck-table-resized"><colgroup><col style="width:33.33%;"><col style="width:33.33%;"><col style="width:33.34%;"></colgroup><tbody><tr><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;vertical-align:bottom;">&nbsp;</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">OpenAI</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Anthropic&nbsp;</td></tr><tr><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;vertical-align:bottom;">Founding year</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">2015</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">2021</td></tr><tr><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;vertical-align:bottom;">Funding raised</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">$58 billion</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">$27.3 billion</td></tr><tr><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;vertical-align:bottom;">Investors</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Microsoft (primary backer), Thrive Capital, Khosla Ventures, Nvidia, SoftBank, Fidelity, MGX</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Amazon, Google (primary backers), Salesforce, Spark Capital, Menlo Ventures, Iconiq, Jane Street.</td></tr><tr><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;vertical-align:bottom;">2025 revenue (projected)</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">$20 billion</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">$7 billion</td></tr><tr><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;vertical-align:bottom;">Userbase (monthly active)</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">800 million&nbsp;</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">20 million&nbsp;</td></tr><tr><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;vertical-align:bottom;">Major institutional customers</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Morgan Stanley, Salesforce, PwC, Stripe, Duolingo, Moderna, Rakuten</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;">Pfizer, Zoom, Bridgewater Associates, BCG, Perplexity, Intuit</td></tr></tbody></table></figure>Source: Media and company reports, Tracxn; Note: The table is not exhaustive<h2 class="st-heading-2"> Financials</h2>From a public market perspective, Anthropic’s report card looks slightly better at this point. The FT&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amazon-backed-anthropic-seen-turning-profitable-two-years-ahead-of-open-ai-report/cLPdKzRREPc">reported</a> last month that Anthropic’s internal projections show it expects to turn in a profit in 2028.&nbsp;By contrast, OpenAI forecasts $74 billion in operating losses that year, roughly three-fourths of its projected revenue, largely due to ballooning spending on computing costs.This year, Anthropic could clock $4.2 billion in sales, the FT reported; OpenAI's CEO Sam Altman earlier&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/sama/status/1986514377470845007">said</a> the company would finish the current year with $20 billion in annualized revenue and “hundreds of billions by 2030.”<h2 class="st-heading-2">Altman Declares ‘Code Red’ After Gemini 3</h2>The development comes as OpenAI finds itself cornered. After Google’s Gemini 3 and Nano Bananas enthralled users in the last few weeks, Altman has declared a “code red” at the company, telling staff to prioritize major improvements to ChatGPT.According to internal memos, OpenAI is pausing projects such as ads, shopping tools, health agents, and its Pulse assistant to focus on faster, more reliable, and more personalized performance for ChatGPT. Teams will join daily calls, and employees are encouraged to shift temporarily to speed up the upgrades.<h2 class="st-heading-2">AI Bubble?</h2>Then there is the question of the “AI bubble,” and the uncertainty around markets’ perception of AI next year. Over the past few months, several prominent voices, including JPMorgan CEO Jamie Dimon, have raised concerns about a perceived mismatch between billions of dollars in AI investment and future returns.&nbsp;Those concerns led to a broad sell-off in the U.S. market last month. Meanwhile, analysts have said that while OpenAI is the largest player with the highest consumer mindshare, its gaps with the number two and three would shrink in the coming years.That said, with strong market performance of newly listed CoreWeave and Circle Internet, and the still record-at-record valuations of Nvidia and Alphabet – all major AI-linked stocks – investors might shell out big cash for both OpenAI and Anthropic next year despite their red bottom lines.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/polymarket-kalshi-prediction-markets-keep-draft-kings-flutter-on-high-alert/cLIXNrAREKH">The Prediction Markets Rush: Polymarket, Kalshi Are Ascending Fast — And Sportsbooks DraftKings And Flutter Are On High Alert</a>

The logos of Google Gemini, ChatGPT, Microsoft Copilot, Claude by Anthropic, Perplexity, and Bing apps are displayed on the screen of a smartphone. (Photo by Jaque Silva/NurPhoto via Getty Images)

Why Anthropic’s IPO Might Just Be Juicier Than OpenAI’s

Both AI giants might launch their public market offerings next year.

<ul class="summary-bullets"><li>According to the index, Anthropic led in terms of maintaining user privacy by not training its models on user data.</li><li>OpenAI was praised as the only company in the index to publish its whistleblowing policy, which outlines its more robust risk management approach, according to the report.</li><li>Anthropic is also said to be in early talks to launch an initial public offering next year, according to a report by The Financial Times.</li></ul>Top AI startups Anthropic and OpenAI emerged at the top of the list in the latest AI safety index released by Future of Life Institute on Wednesday.The index, which measures the practices of top AI companies across a range of aspects such as risk assessment, current harms, safety frameworks, and governance, among others, noted that a fundamental rethink of the approach to AI safety is needed.Anthropic received an overall grade of C+, followed by OpenAI at C, Alphabet Inc.’s (GOOG) (GOOGL) Google DeepMind at C-, xAI and Meta Platforms Inc. (META) at D, and Chinese AI startups Zhipu and DeepSeek at F.“Some companies are making token efforts, but none are doing enough. We are spending hundreds of billions of dollars to create superintelligent AI systems over which we will inevitably lose control,” said Stuart Russell, OBE, Professor of Computer Science at UC Berkeley.<a href="https://stocktwits.com/symbol/ANTHROPIC">Anthropic</a> and&nbsp;<a href="https://stocktwits.com/symbol/ANTHROPIC">OpenAI</a> are not listed publicly at the moment. Retail sentiment on Stocktwits around the two AI startups was in the ‘bearish’ and ‘extremely bearish’ territories, respectively. Anthropic is also in the news for reportedly being in early talks for an initial public offering (IPO) in 2026.<h2 class="st-heading-2">Anthropic, OpenAI Get Praised</h2>According to the index, Anthropic led in terms of maintaining user privacy by not training its models on user data.OpenAI was praised as the only company in the index to publish its whistleblowing policy, which outlines its more robust risk management approach, according to the report.However, the reviewers noted there is still a lot left to be done. “Companies claim they will achieve artificial general intelligence (AGI) within the decade, yet none scored above D in Existential Safety planning,” they said.<h2 class="st-heading-2">Anthropic’s Potential IPO Plans</h2>Anthropic is said to be in early talks to launch an IPO next year, according to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/3254fa30-5bdb-4c30-8560-7cd7ebbefc5f">report</a> by The Financial Times. The maker of the Claude chatbot is also in talks for a private funding round that values it between $300 billion and $350 billion, according to the report.This brings it close to OpenAI, which is valued at&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/open-ai-valuation-soars-to-500-b-after-6-6-b-employee-stock-sale-to-thrive-soft-bank-others/chCr27GR3OQ">$500 billion</a> following a $6.6 billion employee stock sale in October.Anthropic has tapped law firm Wilson Sonsini to begin working on its IPO plans. The firm has also worked on IPOs for companies such as Google, LinkedIn, and Lyft.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/elon-musk-starlink-rival-eutelsat-shares-fall-softbank-trims-stake/cLIXnbNREKx">Elon Musk’s Starlink Rival Eutelsat Shares Slides After SoftBank Reportedly Cuts Its Stake</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Anthropic, OpenAI Lead New AI Safety Index But Grades Signal ‘Not Enough’ Is Being Done – Chinese Rivals DeepSeek, Zhipu Rated ‘F’

The index, which measures the practices of top AI companies across a range of aspects, noted that a fundamental rethink of the approach to AI safety is needed.

<ul class="summary-bullets"><li>Claude Code reached $1 billion in run-rate revenue after six months of becoming available to the public last month.</li><li>As per Anthropic, the acquisition of Bun will mean faster performance, improved stability and new capabilities for Claude Code users.</li><li>Anthropic said on Tuesday that the company will continue to pursue opportunities that bolster technical excellence.</li></ul>AI company Anthropic said on Tuesday that it is acquiring software maker Bun to accelerate coding agent Claude Code, marking its first acquisition.“Bun will be instrumental in helping us build the infrastructure for the next generation of software. Together, we will continue to make Claude the platform of choice for coders and anyone who relies on AI for important work,” Anthropic <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.anthropic.com/news/anthropic-acquires-bun-as-claude-code-reaches-usd1b-milestone">said</a> in a statement. The company, however, did not divulge the terms of the deal.<h2 class="st-heading-2">Claude Code Hits Milestone</h2>Claude Code is an AI-powered coding tool aimed at changing how teams build software. Last month, it reached $1 billion in run-rate revenue after six months of becoming available to the public, Anthropic said. &nbsp;Bun’s primary product, meanwhile, is a fast, incrementally adoptable all-in-one JavaScript, TypeScript and JSX toolkit aimed at helping developers build and test applications. Bun was founded by former Stripe engineer Jarred Sumner in 2021.As per Anthropic, the acquisition of Bun will mean faster performance, improved stability and new capabilities for Claude Code users. Anthropic has been working with Bun over the past few months already.“Claude Code reached $1 billion in run-rate revenue in only 6 months, and bringing the Bun team into Anthropic means we can build the infrastructure to compound that momentum and keep pace with the exponential growth in AI adoption." Anthropic Chief Product Officer Mike Krieger said. Bun gets more than 7 million monthly downloads, the company noted, highlighting the growing demand for its toolkit as an essential tool for developers.<h2 class="st-heading-2">Opportunities Ahead</h2>Anthropic said on Tuesday that the company will continue to pursue opportunities that bolster technical excellence as it gears forward in the enterprise AI sector. The company added that Bun will remain open source.On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/ANTHROPIC">Anthropic</a> is within the ‘bearish’ territory, coupled with ‘extremely low’ message volume.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/archer-aviation-stock-jumps-on-tech-deal-with-karem-for-military-aircraft/cLIaAwMREKS">Archer Aviation Stock Jumps On Tech Deal With Karem For Military Aircraft — Retail Seeks Tangible Progress</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Anthropic Scoops Up Software Maker Bun After Claude Code Hits $1B Run-Rate

The company did not divulge the terms of the deal. 

Anthropic Acquires Software Maker Bun To Advance Claude Code 

<ul class="summary-bullets"><li>Microsoft now has strong positioning across multiple secular growth drivers.</li><li>The analyst viewed the stock as underappreciated, given the durability of topline demand and potential for further margin expansion.</li><li>His price target suggests 32% upside from current levels.</li></ul>Following Microsoft Corp.’s (MSFT) announcement of an expanded partnership with artificial intelligence (AI) startup <a href="https://stocktwits.com/symbol/ANTHROPIC">Anthropic</a> on Tuesday, an analyst reiterated his bullish stance on the software giant. The agreement comes at a time when skepticism around the technology abounds.<a href="https://stocktwits.com/symbol/MSFT">Microsoft stock</a> fell 2.70% on Tuesday amid the broader tech rout, but is up about 18% year-to-date.&nbsp;<h2 class="st-heading-2">Analyst Affirms Bullish Stance</h2>Morgan Stanley analyst Keith Weiss said the deal aligns with his view that the Microsoft story is broader than generative AI and the generative AI (GenAI) story is broader than just OpenAI, according to a summary of the note on Fly.Weiss noted that the Satya Nadella-led company now has strong positioning across multiple secular growth drivers, including genAI, the migration of enterprise workloads to the public cloud, and cybersecurity. The analyst viewed the stock as underappreciated, given the durability of topline demand and potential for further margin expansion.Morgan Stanley has an ‘Overweight’ rating on Microsoft’s stock and a $650 price target, implying 32% upside potential from Tuesday’s close.Microsoft’s deal with Amazon-backed Anthropic provides for&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/anthropic-commits-30-billion-to-expand-azure-capacity-nvidia-microsoft-to-invest/cLPV4IvRE7t">Anthropic to buy $30 billion of Azure compute capacity,</a> which involves using up to 1 gigawatt (GW) of compute power from Nvidia. Nvidia and Microsoft, in turn, have agreed to invest up to $10 billion and up to $5 billion, respectively, in Anthropic.The investment deal with Microsoft and Nvidia has pushed Anthropic’s valuation to about $350 billion, up from $185 billion as of September, CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/11/18/anthropic-ai-azure-microsoft-nvidia.html">reported</a>, citing a source. The AI startup is the maker of the Claude large-language mode.<h2 class="st-heading-2">What Retail Feels About Microsoft Stock</h2>Retail sentiment toward Microsoft stock among retail traders on Stocktwits remained ‘bearish’ as of late Tuesday, and the message volume improved, although only to ‘normal’ levels.A bullish watcher of the stock recommended loading it under $500.<stembedurl>https://stocktwits.com/LongGrowthAndValue/message/636669520</stembedurl>Delving into the deal per se, a user said it is bad news for AMD and <a href="https://stocktwits.com/symbol/OPENAI">OpenAI</a> and good news for Nvidia and Intel. “$MSFT was one of the original investors in OpenAI Bubble and is now partnering with a direct competitor, Anthropic,” they said.<stembedurl>https://stocktwits.com/LongGrowthAndValue/message/636669520</stembedurl>The circular nature of the deal could trigger some anxiety among market participants, who are already worried about the amount of money invested in AI. Skeptics such as Michael Burry,&nbsp;of “The Big Short” fame, have flagged the rising capital spending (capex) by hyperscalers and see the trend as a precursor to a bubble burst and, in turn, a market crash. Fund managers have recently trimmed or exited positions in AI names, including Nvidia.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tesla-stock-snaps-2-days-of-gains-amid-fierce-robotaxi-battle-musk-touts-major-valuation-change-after-arizona-permit-win/cLP8sAkREJ7">Tesla Stock Snaps 2 Days Of Gains Amid Fierce Robotaxi Battle — Musk Touts ‘Major Valuation Change’ After Arizona Permit Win</a>

In this photo illustration the Microsoft logo is displayed on a mobile phone screen in Ankara, Turkiye on October 11, 2025.

Microsoft Analyst Says $30B Anthropic Cloud Deal Proves MSFT Story Is Much More Than GenAI, Predicts 32% Upside For Stock

Retail views Microsoft’s Anthropic deal as a negative for the software giant’s original AI partner OpenAI.

<ul class="summary-bullets"><li>Anthropic has committed to buying $30 billion in Azure compute capacity, including up to one gigawatt on Nvidia systems.</li><li>Nvidia and Microsoft pledged up to $10 billion and $5 billion in new investment to support Anthropic’s expansion.</li><li>Claude will now be available across all three major cloud platforms through an expanded Microsoft partnership.</li></ul>Amazon (AMZN)-backed AI startup Anthropic announced on Tuesday that it has committed to buying $30 billion in Azure compute capacity, with the potential to use up to one gigawatt of compute power on Nvidia (NVDA) systems.Anthropic’s compute commitment will initially be up to one gigawatt of compute capacity with NVIDIA Grace Blackwell and Vera Rubin systems. The two will also be collaborating on design and engineering to optimise Nvidia’s hardware for Claude’s workload.As part of the partnership, NVIDIA and Microsoft are committing to invest up to $10 billion and up to $5 billion, respectively, in Anthropic.&nbsp;On Stocktwits, retail sentiment around Anthropic trended in ‘extremely bullish’ territory amid ‘extremely high’ levels of chatter.&nbsp;Meanwhile,&nbsp;<a href="http://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> slid more than 3% in midday trade and&nbsp;<a href="http://stocktwits.com/symbol/MSFT">Microsoft’s stock</a> fell nearly 4%, tracking weakness across megacap tech.&nbsp;<a href="https://stocktwits.com/symbol/AMZN">Amazon’s stock</a> was down 3.8%.<h2 class="st-heading-2">Anthropic, Microsoft Expand Partnership</h2>Microsoft and Anthropic also expanded their existing partnership to bring Claude to more enterprise customers. Microsoft Foundry users will gain access to multiple versions of Claude. This will make Claude the only frontier AI model available across all three major cloud platforms. Azure customers will also receive expanded model options and deeper Claude-specific capabilities.<h2 class="st-heading-2">More Spending Amid ‘AI Bubble’ Concerns</h2>The deal comes amid investor concerns of an ‘AI bubble’ where spending on AI may be outpacing future growth prospects. “The Big Short” investor Michael Burry, who warned about the U.S. housing crisis, has&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/michael-burry-sounds-fresh-ai-bubble-alarm/cLPkiMVREId">pointed</a> to accelerating AI spending that may not align with long-term revenue potential.Even Google (GOOG, GOOGL) CEO Sundar Pichai recently&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bbc.com/news/articles/cwy7vrd8k4eo">acknowledged</a> “elements of irrationality” in the current investment cycle, warning that a sharp correction could affect even the largest technology companies.However, not everyone agrees. Veteran strategist Charles Clough, who&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/charles-clough-who-predicted-1990s-crash-says-todays-tech-rally-isnt-a-bubble/cLPdD48REPD">predicted</a> the late-1990s market downturn, believes that today’s concerns may be misplaced. According to Clough, the present rally is supported by strong earnings, ample liquidity, and well-capitalized companies rather than pure speculation.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/btc-price-rebounds-to-91-000-after-1-billion-crypto-liquidation-wave/cLPVb54RE77">BTC Price Rebounds To $91,000 After $1 Billion Crypto Liquidation Wave</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Anthropic Commits $30 Billion To Expand Azure Capacity – Nvidia, Microsoft To Invest $15 Billion In The AI Startup

Anthropic and Nvidia stated they would collaborate on the design and fine-tuning of AI models to improve performance, efficiency, and cost. 

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A few major private companies are being discussed as potential IPO candidates in 2026 — including SpaceX, Discord, Databricks, OpenAI, Anthropic, and Deel. IPO timelines can shift, but if one of these listings happens this year, which are you most excited to watch?

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