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

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood shares are under pressure after the company reported a double miss on both top and bottom-line estimates for the first quarter, fueled by a significant decline in crypto trading revenue and rising operating expenses. While the community remains polarizedwith some investors dumping the stock due to deteriorating fundamentals and others viewing the sell-off as a buying opportunity given the growth in prediction markets and subscription servicestraders are closely watching the upcoming conference call for signs of stabilization.

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

Enphase Energy Inc

Enphase Energy is facing significant volatility as investors debate the impact of broader macro headwinds, interest rate concerns, and tariff pressures on its solar business. The community is heavily polarized, with many discussing the company's new focus on solid-state transformers for AI data centers as a potential long-term catalyst versus immediate concerns over revenue guidance and solar sector sentiment.

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

Seagate Technology Holdings Plc

Seagate Technology is experiencing significant upward momentum following a double-beat earnings report and bullish guidance, which highlights a structural growth narrative driven by robust data center and AI-related storage demand. Investors are actively debating the sustainability of this parabolic run, with some celebrating the hardware backbone of AI while others express concerns over potential overvaluation and cyclical risks.

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

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy Corp

Bloom Energy is surging as the company becomes a key infrastructure play for the AI data center boom, driven by its ability to provide on-site, grid-independent power through its solid-oxide fuel cell technology. The community is heavily focused on the stock's massive revenue growth, its expanding backlog tied to major partnerships with hyperscalers like Oracle, and ongoing debate regarding whether the stock's current valuation represents a fundamental re-rating or a speculative bubble.

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

Visa Inc - Ordinary Shares - Class A

Visa Inc

Visa is gaining attention following a strong quarterly earnings report that featured a revenue beat and robust volume growth, signaling institutional confidence in the company's resilience. The community is actively discussing its status as a reliable compounder while debating the potential impacts of fintech competition and regulatory headlines.

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

Western Digital Corp.

Western Digital is trending as investors aggressively rotate into AI infrastructure plays, fueled by strong data center demand and optimism surrounding an earnings beat. The community remains divided between long-term bulls betting on storage 'memflation' and skeptics pointing to overvaluation and potential supply chain headwinds.

Avis Budget Group, Inc. engages in the provision of vehicle sharing and rental services. It operates through the Americas and International segments. The Americas segment includes vehicle rental and car sharing operations in North America, South America, Central America, and the Caribbean. The International segment is involved in vehicle rental and car sharing operations in Europe, the Middle East, Africa, Asia, and Australasia. The company was founded in 1946 and is headquartered in Parsippany, NJ.

Avis Budget Group Inc

Avis Budget Group is experiencing extreme volatility and intense community debate as investors speculate on a potential short squeeze amid massive debt levels and upcoming earnings. The stock is a battleground between retail bulls banking on another parabolic run and bears arguing the company is fundamentally broken and facing an imminent valuation collapse.

Starbucks Corp. engages in the production, marketing, and retailing of specialty coffee. It operates through the following segments: North America, International, and Channel Development. The North America segment focuses on the United States and Canada. The International segment is involved in China, Japan, Asia Pacific, Europe, Middle East, Africa, Latin America, and Caribbean. The Channel Development segment includes roasted whole bean and ground coffees, Seattle’s Best Coffee, and Teavana-branded single-serve products. The company was founded by Jerry Baldwin and Howard D. Schultz on November 4, 1985, and is headquartered in Seattle, WA.

Starbucks Corp.

Starbucks Corp

Starbucks is trending following a revenue beat and the first report of U.S. transaction growth in two years, signaling that the CEO's turnaround plan is gaining momentum. While community members debate the stock's high valuation and ongoing margin pressures, active discussions are focused on whether traffic gains can sustain long-term growth as the company pivots to a more efficient operational model.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is trending as analysts highlight the stock's role in a long-term AI-driven memory supercycle, leading to multiple aggressive price target upgrades. The community is actively discussing Microns valuation, its critical supply agreements for high-bandwidth memory, and the stock's potential for significant upside despite recent gains.

Critical Metals Corp. engages in the mining, exploration, and development of lithium metals. It owns Wolfsberg Project and Tanbreez Project. The company was founded on October 24, 2022 and is headquartered in British Virgin Islands.

Critical Metals Corp.

Critical Metals Corp. is trending as investors rally around the company's $835 million deal to acquire European Lithium and secure 100% ownership of the massive Tanbreez rare earth deposit in Greenland. The community is buzzing over the news, with many highlighting the reduced dilution, strengthened balance sheet, and long-term geopolitical importance of securing non-Chinese mineral supply chains.

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<ul class="summary-bullets"><li>Microsoft will also no longer pay a revenue share to OpenAI, and its revenue share with OpenAI will now be subject to a cap.</li><li>This marks a notable shift from the October 2025 update, in which Microsoft and OpenAI said the revenue-sharing agreement would remain in effect until AGI is declared.</li><li>OpenAI can now use other cloud providers for its products, but will continue launching them first on Microsoft Azure unless Microsoft declines to support the rollout.</li></ul>Microsoft Corp. (MSFT) and OpenAI, on Monday, announced a second amendment to their agreement within six months, with the Windows maker losing exclusive access to OpenAI’s models.This is a sharp departure from the previous terms, which granted Microsoft exclusive access to OpenAI’s intellectual property for its models and products through 2032.This comes a month after Microsoft tapped OpenAI rival Anthropic, adding Copilot Cowork to its portfolio of AI-powered tools. The company also announced it would make the latest Claude Sonnet models available to its M365 Copilot users, who previously only had access to OpenAI’s models.<a href="https://stocktwits.com/symbol/MSFT">Microsoft shares</a> were down more than 1% in Monday’s opening trade. MSFT was among the top trending tickers on the platform at the time of writing.<h2 class="st-heading-2">Microsoft To Continue To Have A License To OpenAI Models</h2>The announcement stated that Microsoft will continue to hold a license to all of OpenAI’s intellectual property for models and products through 2032, as the two companies had agreed earlier. The key change in this regard is that Microsoft has now lost its exclusivity, allowing OpenAI to license its models to other companies.Microsoft will also no longer pay a revenue share to OpenAI. Simultaneously, OpenAI stated that while Microsoft will continue to receive a share of its revenue through 2030, that share will now be subject to a cap.This is also a significant departure from the changes to their agreement announced by the two companies in October 2025, in which Microsoft and OpenAI stated that the revenue-sharing agreement would remain in place until the AI startup declared artificial general intelligence (AGI).<h2 class="st-heading-2">OpenAI Free To Choose Other Cloud Providers</h2>OpenAI is now free to choose other cloud providers to serve all its products. The AI startup will continue to ship its products first on Azure, unless Microsoft chooses not to support the rollout.The October 2025 agreement stated that OpenAI’s Application Programming Interface (API) products developed with third parties would be exclusive to Azure, while only non-API products could be served on other cloud providers.The two companies had previously stated that there would be Azure API exclusivity until OpenAI achieved AGI.Microsoft will continue to be OpenAI’s primary cloud provider. The company will also continue to participate directly in OpenAI’s growth as a major shareholder, having invested more than $13 billion since 2019.<h2 class="st-heading-2">Microsoft’s Q3 Earnings Ahead</h2>Microsoft and OpenAI’s agreement changes come days ahead of the former’s third-quarter (Q3) earnings.According to data from Fiscal.ai, Microsoft is expected to report earnings per share (EPS) of $4.06 on revenue of $81.43 billion.The company reported EPS of $3.46 on revenue of $70.07 billion during the same period a year ago.Microsoft is scheduled to report its Q3 earnings after the bell on Wednesday, April 29.<h2 class="st-heading-2">How Did Retail Traders React?</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/MSFT">Microsoft</a> trended in the ‘neutral’ territory, with message volumes at ‘normal’ levels at the time of writing.One bullish user thinks that this is good for Microsoft since it will not be solely dependent on OpenAI.<stembedurl>https://stocktwits.com/GenerousY/message/651494859</stembedurl>Another user called the decline in Microsoft stock an overreaction.<stembedurl>https://stocktwits.com/jamescinv/message/651494170</stembedurl><a href="https://stocktwits.com/symbol/MSFT">MSFT stock</a> is down 13% year-to-date, but up 7% over the past 12 months. The S&amp;P 500 ETF (SPY) is up 30% over the past 12 months, while the Invesco QQQ Trust ETF (QQQ) is up 40%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/peloton-spotify-290-million-subscribers-fitness-content-pton-stock-soars/cZBNo3mRePd">Peloton’s Spotify Deal Opens Doors To 290M Users: PTON Stock On Track For Best Gains This Month</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The OpenAI logo appears on a smartphone screen with the Microsoft logo in the background. 

Microsoft Loses Exclusive Access To OpenAI Models In Partnership Reset Ahead Of Q3 Earnings

Microsoft will continue to have a license for all of OpenAI’s intellectual property for models and products through 2032.

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<ul class="summary-bullets"><li>Google will put in another $30 billion on top of the $10 billion it plans to invest in Anthropic if it achieves certain performance targets.</li><li>Separately, Google and Microsoft are among the tech companies seeking to secure their computing power in SoftBank’s under-construction data center in the U.S.</li><li>Earlier today, Meta said it will deploy Amazon’s AWS Graviton chips across its data centers under a “multibillion-dollar” agreement.</li></ul>Google parent Alphabet Inc. (GOOG, GOOGL) is reportedly set to invest up to $40 billion in artificial intelligence company Anthropic.According to a Bloomberg report on Friday, the tech giant is committing to invest $10 billion now in cash at a $350 billion valuation, and will put in another $30 billion down the line if Anthropic achieves certain performance targets.Separately, a Nikkei report on Friday said that Google and Microsoft (MSFT) will participate in bidding to select clients for a data center SoftBank Group is building in the U.S., with a decision expected as early as this month.Google, Microsoft, and other cloud giants are participating in the bidding process to select one or more operators. Tech giants such as Nvidia (NVDA), Meta (META), and OpenAI are also candidates, the report stated.<h1 class="st-heading-1">Major Announcement From Tech Giants This Week</h1>U.S. tech giants are in the news this week for major announcements on artificial intelligence, reflecting a collaborative effort to bring online the necessary computing power as demand for it soars.On Monday, Anthropic struck a deal with Amazon (AMZN) to secure up to five gigawatts of compute capacity for training and deploying Claude, its software coding AI. Anthropic is also committing more than $100 billion over the next ten years to AWS technologies.On Wednesday, Google CEO Sundar Pichai showed off the eighth-generation Tensor Processing Unit (TPU) chips designed for AI model training, which boasted specifications so impressive that Tesla CEO Elon Musk chimed in on X to acknowledge them.Other “Magnificent 7” peers have also been creating a lot of buzz. Earlier on Friday, Meta said it will deploy Amazon’s AWS Graviton chips across its data centers under a “multibillion-dollar” agreement.Four out of the seven Mag-7 stocks, Microsoft (MSFT), Tesla (TSLA), Apple (AAPL), and Meta (META), have underperformed the benchmark S&amp;P so far this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/meta-amazon-ai-chip-deal-graviton-earnings/cZBh5HFRec4">Meta Taps Amazon’s Graviton Chips To Power AI Buildout – Raises Stakes Ahead Of Earnings Next Week</a>

A Google logo is displayed outside an office building on December 12, 2025 in San Diego, CA. (Photo by Kevin Carter/Getty Images)

Google Reportedly Set To Invest Up To $40B In Anthropic – Here’s The Breakup

Google is committing to invest $10 billion in Anthropic at a $350 billion valuation.

<ul class="summary-bullets"><li>DeepSeek’s new V4-Pro model trails only Google’s Gemini 3.1-Pro for world knowledge and the overall performance is only “marginally short” of OpenAI’s GPT‑5.4, the company said.</li><li>The V4-Pro delivered better results than Anthropic’s Sonnet 4.5 but came in behind the U.S. startup’s flagship Opus 4.6 model.</li><li>DeepSeek added that the V4 series has been tested on Huawei’s Ascend NPUs, marking a milestone for Chinese chips.</li></ul>DeepSeek, one of the most important and closely watched AI startups from China, on Friday released its latest AI models and touted its ability to go toe-to-toe with AI from U.S. rivals such as OpenAI, Anthropic and Google.The release comes after a long period of lull and over a year since its then-flagship model, the DeepSeek-R1, sent shockwaves through the global tech scene by matching benchmark capacities while being developed at a fraction of the cost of Western models.In the WeChat release, DeepSeek said its V4-Pro and V4-Flash were nearly as proficient as the top-of-the-line AI models in the market.The Pro model beats all rival open models for maths and coding, and trails only Google’s Gemini 3.1-Pro for world knowledge, DeepSeek said. Its performance is “marginally short” of OpenAI’s GPT‑5.4 model.It beats Anthropic’s Sonnet 4.5 in user experience and delivers output quality closer to Opus 4.6’s non-thought mode, though it still lags behind Opus 4.6’s thought mode, the company said.<h2 class="st-heading-2">DeepSeek’s V4 Runs On Huawei Chips</h2>DeepSeek also said it has successfully tested one of V4’s core efficiency methods across both Nvidia GPUs and Huawei’s Ascend NPUs, marking a milestone for Chinese chips.&nbsp;In a WeChat update, Huawei added that its Ascend platform now provides full-stack compatibility for DeepSeek V4 models.While DeepSeek has repeatedly delayed releasing a major model update, domestic tech giants Alibaba and ByteDance have aggressively pushed out updates.Alibaba, which has pushed updates each month of the year, is rapidly pivoting Qwen toward agentic AI, multimodal capabilities, and mass consumer adoption.<h2 class="st-heading-2">OpenAI, Anthropic Prep For IPO</h2>The development comes as OpenAI and Anthropic prepare for their initial public offerings (IPOs), likely to arrive in the final quarter of 2026. Anthropic recently disclosed that its annual revenue run rate had hit $30 billion, surpassing that of OpenAI.Both firms are yet to file their paperwork. However, 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).Ark Invest recently&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/cathie-wood-makes-240-m-bet-in-open-ai-s-mammoth-fundraise-as-ipo-looms/cZ7H03dRInm">picked up</a> a $240 million stake in OpenAI 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.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/poet-stock-eyes-best-week-in-nearly-2-years-traders-now-hint-at-a-possible-amazon-connection/cZBWyz4ReTs">POET Stock Eyes Best Week In Nearly 2 Years: Traders Now Hint At A Possible Amazon Connection</a>&nbsp;

Deepseek logo is screened on a mbolie phone for illustration photo. (Photo by Beata Zawrzel/NurPhoto via Getty Images)

China’s DeepSeek Releases New AI Models It Claims ‘Nearly’ Match Up To OpenAI, Anthropic Tech

DeepSeek said it tested the latest V4 models on Huawei chips, signaling a shift in China's AI stack.

<ul class="summary-bullets"><li>AMZN stock jumped over 2% in after-hours following the announcement.</li><li>Some traders&nbsp;are now eyeing Amazon’s Q1 report next week as the major catalyst.</li><li>Stocktwits sentiment for AMZN remained unchanged at ‘bullish.’</li></ul>Amazon.com Inc. is doubling down on its partnership with Anthropic, committing up to $25 billion under an arrangement that includes purchasing each other’s services. The structure has renewed concerns around so-called circular deals, with some retail traders questioning how much real upside the agreement delivers.Even though Amazon’s shares gained over 2% in the after-market session on Monday and rose further overnight, following the joint announcement, the retail sentiment reading for AMZN did not budge.&nbsp;<h2 class="st-heading-2">Retail Traders Proceed With Caution</h2>On Stocktwits, the sentiment remained ‘bullish,’ unchanged since last Friday. The sentiment for Anthropic was ‘bearish.’ Retail traders and analysts broadly sounded upbeat, but certain pockets of the market sounded skeptical.“$AMZN almost a $3T company moving like this on a $30B investment,” said a user, one user&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/Dejantrades/message/650825813">said</a>, pointing to what some see as outsized market reactions to AI-related updates.&nbsp;Another&nbsp;<a href="https://stocktwits.com/fckrddt/message/650829416">wrote</a>: “$AMZN so last month Amazon dropped from $240 to $190 because it was investing in AI, and today it rises after hours because it's investing more in AI? and I am supposed to believe the market is fair and they don't make s*** up as they go?”On the other hand, certain traders argued that the deal “locks in” future revenue. “$AMZN they just locked in a $100B in AWS revs and 5 GW high margin Tranium over ten years. $5B capex now and rest later is well worth guaranteed profitable sales,”&nbsp;<a href="https://stocktwits.com/jcd42/message/650830207">said</a> a user.&nbsp;<h2 class="st-heading-2">Amazon Deepens Anthropic Tie-Up</h2>Amazon was one of Anthropic’s early backers, having already invested upwards of $8 billion into the AI company. Most of Anthropic’s services and computing resources are hosted on servers operated by Amazon Web Services. With a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/anthropic-tops-open-ai-on-revenue-with-30-b-run-rate-while-space-x-plans-june-investor-roadshow-ahead-of-mega-ip-os/cZJJmVzRIpR">sharp rise in sales</a> and a battery of new AI launches, Anthropic is seen threatening OpenAI’s pole position as the two firms prepare to go public later this year.Under the latest deal, Amazon will invest $5 billion in Anthropic upfront and up to an additional $20 billion in the future, tied to certain commercial milestones. Anthropic has committed to spending more than $100 billion on AWS technologies over the next 10 years, including current and future generations of Trainium, Amazon’s custom AI chips.&nbsp;<h2 class="st-heading-2">AWS Cloud Math, Chip Boost</h2>Corey Quinn, a cloud economics expert at Duckbill,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/quinnypig/status/2046349914809291044">questioned</a> on X how much of Amazon’s investment is being made in the form of AWS credits – a point that has repeatedly surfaced in discussions around AWS, with some arguing that credit-based, service-for-service arrangements are a key driver of AWS growth.“Amazon has compute, so Anthropic has to pay for their compute and let them invest in the company,” CNBC’s Jim Cramer&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/jimcramer/status/2046399188330573983">said</a> on X. “Circular deals are meant to puff up earnings. No earnings are being puffed here, believe me. However, we are seeing a solid return on the data center now. Jensen was right all along.”A circular deal is when companies fund or pay each other in ways that loop revenue back (such as investing in a partner that then spends it on your services), inflating growth metrics without real independent demand.However, the Anthropic deal&nbsp;is a strong fit for Amazon’s chips business. “Trainium is the next custom AI chip to catch fire as demand for AI compute knows no limit,”&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/danielnewmanUV/status/2046342010479534311">said</a> Daniel Newman, CEO of The Futurum Group.Amazon recently revealed that the chip business, which includes Graviton processors, Trainium AI chips, and Nitro networking cards, ​has an ⁠annualized revenue run-rate of over $20 billion.In another bullish signal, Cathie Wood’s ARK Space Exploration &amp; Innovation ETF (ARKK) increased its Amazon position with the purchase of an additional $874,955 worth of shares on Monday.Traders are now keeping&nbsp;a close eye on Amazon’s quarterly report due on April 29. As of the last close,&nbsp;<a href="https://stocktwits.com/symbol/AMZN">Amazon’s shares</a> are up 7.6% year to date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-after-tim-cook-analysts-see-continuity-pick-not-vision-play-under-new-ceo-john-ternus/cZBIPluRIzz">Apple After Tim Cook: Analysts See Continuity Pick, Not Vision Play Under New CEO John Ternus</a>&nbsp;

In this photo illustration logo of Anthropic is displayed on a mobile phone screen in front of the Amazon logo on a computer screen. (Photo by Harun Ozalp/Anadolu via Getty Images)

AMZN Stock Extends Gains Overnight On Anthropic Boost — But 'Circular Deal' Fears Are Keeping Retail On Edge

Amazon has committed to invest up to $25 billion in Anthropic. In return, the AI startup will double down its spending on Amazon Cloud Services over the next decade.

<ul class="summary-bullets"><li>Benioff believes investor fears over AI disruptions rocking software firms are overdone.</li><li>Salesforce shares have declined more than 30% in 2026.</li><li>Still, about three-fourths of analysts recommend ‘Buy’ or higher, per Koyfin.</li></ul>Salesforce CEO Mark Benioff has given a clear rebuttal amid the ongoing software selloff:&nbsp;the bears have it&nbsp;all wrong.The chief of the top-tier software player, whose tools help enterprises manage customer relationships, sales, marketing, and support, said that AI is making Salesforce more valuable to its customers, and AI firms or competitors can’t “vibe-code” their own sales-management software to compete with Salesforce on security, compliance and other vital features.<h2 class="st-heading-2">CRM Back Against The Wall? Not Quite</h2>“People think we have our back against the wall when in fact the opportunity has never been greater,” Benioff said in an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/tech/ai/marc-benioff-says-the-software-bears-are-all-wrong-about-salesforce-c7042852">interview</a> with the Wall Street Journal."The software bears are dead wrong. At @Pearson, #Agentforce autonomously handles order statuses, refunds &amp; lost access codes — increasing the percentage of customer questions resolved without any human interaction by 40%, says VP Gabriele Bauman," Benioff&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Benioff/status/2046077126944948428">reiterated</a> on X.&nbsp;&nbsp;"At @PenFed, our Agentforce agent handles password resets &amp; account unlocks for employees — reducing total IT tickets by 40%, says EVP &amp; CIO Shree Reddy. This is the Agentic Enterprise delivering real ROI today — not hype. Agenticware, not Software."As a key constituent of the software-as-a-service sector, Salesforce has been caught in what traders are cheekily calling the "SaaSpocalypse" — a broad dent in SaaS valuations driven by fears that AI agents like Anthropic's Claude can perform professional tasks cheaper and more effectively than human workers, threatening the traditional per-seat subscription model that underpins the industry.&nbsp;<a href="https://stocktwits.com/symbol/CRM">CRM shares</a> are down 31% year to date,&nbsp;already worse than last year’s 20% tumble, but still not as bad as the 47% cratering seen in 2022. However, some software peers, such as Atlassian, Workday, Intuit, and Zscaler, have fallen even more sharply.Sales grew 12% to $11.2 billion in the last quarter, exceeding Wall Street’s expectations, but a soft fiscal first-quarter forecast weighed on the company's sentiment.<h2 class="st-heading-2">CRM CEO Outlines Catalysts</h2>In the Journal report, Benioff outlined a few levers that would push Salesforce out of the slump. First up, the company’s flagship Agentforce platform is finally picking up after a slow start. Launched in late 2024, it is now used by 23,000 of its 150,000 customers to build custom autonomous agents for workflows.Now, Salesforce is building a new AI platform, code-named Agent Albert, which will be unveiled at the end of the year. The tool – a culmination of a three-year effort – would be able to automatically study its users and take actions on their behalf, according to the report.Thirdly, Salesforce's investment in Anthropic could come into play. Since 2023, Salesforce has invested more than $300 million in the AI start, which was recently valued at $380 billion and is planning to go public later this year.In February, Salesforce expanded its integration with Anthropic, allowing its data and tools — starting with Slack and Agentforce 360 — to be accessed directly within Claude, with outputs feeding back into Salesforce workflows.<h2 class="st-heading-2">Retail, Analyst Views On CRM</h2>Although CRM has been one of the most-cited stocks ripe for a software rebound, retail sentiment for the ticker on Stocktwits has been falling since the start of last week and was ‘neutral’ early Monday.Analysts, however, believe a rebound is likely. Currently, 35 of 46 recommend ‘Buy’ or higher, 10 recommend ‘Hold,’ and one recommends ‘Strong Sell,’ per Koyfin. Their average price target of $268.87 implies a 48% upside from the last close.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/alphabet-s-google-may-be-sitting-on-a-234-b-gold-mine-and-space-x-anthropic-ip-os-could-unlock-it-this-year/cZBdcnVRIyS">Alphabet’s Google May Be Sitting On A $234B Gold Mine — And SpaceX, Anthropic IPOs Could Unlock It This Year</a>&nbsp;

CEO of the software company Salesforce, Marc Benioff attends the 55th annual meeting of the World Economic Forum (WEF) in Davos, Switzerland on January 23, 2025. (Photo by Halil Sagirkaya/Anadolu via Getty Images)

Salesforce CEO Marc Benioff Thinks ‘SaaSpocalypse’ Bears Are ‘Dead Wrong’ — Even As CRM Stock Tracks Worst Year Since 2022

Agentforce momentum, Anthropic tie-up, and a new forthcoming AI platform will power Salesforce’s rise, CEO Mark Benioff said in an interview with WSJ.

<ul class="summary-bullets"><li>The initial public offerings from SpaceX and Anthropic are among the hottest offerings investors are watching for 2026.</li><li>Given their target IPO valuations, Google’s stake in the two firms combined stands to nearly double to $234 billion.&nbsp;</li><li>Retail investors are already picking stakes in marquee pre-IPO tech firms, including OpenAI, through funds such as Fundrise Innovation Fund (VCX), Destiny Tech100 (DXYZ), and those run by Ark Invest.</li></ul>Alphabet, Inc. could be sitting atop a massive, unrealized windfall worth hundreds of billions thanks to its stakes in Elon Musk’s rocket company, SpaceX, and the OpenAI challenger, Anthropic, both of which are planning to go public later this year.The initial public offerings from SpaceX and Anthropic are the hottest offerings investors are watching for 2026 – SpaceX’s IPO could trump Saudi Aramco’s to be the largest to date – and investors are already lapping up exposure through funds such as Fundrise Innovation Fund (VCX), Destiny Tech100 (DXYZ), and those run by Cathie Wood’s Ark Investment Management.Google owns a 6.1% stake in SpaceX, according to an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.commerce.alaska.gov/cbp/main/search/entities">April filing</a> with Alaska’s Department of Commerce, Community, and Economic Development. Its stake in Anthropic is reportedly around 14%. The latter figure is from Google’s submissions in an antitrust court case in March last year, and was&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.nytimes.com/2025/03/11/technology/google-investment-anthropic.html">reported</a> by the New York Times.The quantum of Google’s shareholding would have changed somewhat after Anthropic raised a $30 billion round at a $380 billion valuation in February.Based on Stocktwits’ calculations, Google’s stakes in SpaceX and Anthropic are worth around $76 billion and $50 billion, respectively. When the two firms do list – and based on the higher valuation targets discussed in media reports – Google could end up with a combined stake of a massive $241 billion. To put that in perspective, Alphabet made less than that over the second half of last year. &nbsp;<div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col></colgroup><tbody><tr><td>&nbsp;</td><td>Value Of Google's Stake</td><td>Potential Value Of Google's Stake During IPO</td></tr><tr><td>Anthropic</td><td>$53.2B&nbsp;</td><td>$112B</td></tr><tr><td>SpaceX</td><td>$76.3B</td><td>$122B</td></tr></tbody></table></figure></div>Note: SpaceX's current valuation is $1.25T (Feb '26); Anthropic's current valuation is $380B (Feb '26). The firms are targeting IPO valuations of $2 trillion and over $800 billion, respectively, per media reports. &nbsp;It is entirely up to Google when&nbsp;or whether&nbsp;it sells the stakes, although large early investors typically divest a portion of their holdings in mega IPOs. Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-04-02/spacex-is-said-to-target-more-than-2-trillion-valuation-in-ipo">reported</a> earlier this month that SpaceX was targeting a $2 trillion valuation and planned to start roadshows in June. Separately, the news agency&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-04-14/anthropic-attracts-investor-offers-at-a-800-billion-valuation">reported</a> last week, citing sources, that Anthropic received offers from investors willing to invest at an $800 billion valuation.&nbsp;Anthropic recently&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/anthropic-tops-open-ai-on-revenue-with-30-b-run-rate-while-space-x-plans-june-investor-roadshow-ahead-of-mega-ip-os/cZJJmVzRIpR">revealed</a> that its annualized revenue rate has surged past $30 billion, more than tripling from $9 billion last year and surpassing rival OpenAI.&nbsp;Both IPOs are expected in the fourth quarter of this year, as per media reports.<a href="https://stocktwits.com/symbol/GOOGL">GOOGL</a> was the top-performing stock in the Magnificent Seven group last year, thanks to praises for its Gemini 3 model and a crucial AI tie-up with Apple, among other triggers. Shares&nbsp;lost steam early in 2026 amid a broader selloff in tech shares, but have rebounded sharply this month. GOOGL is up 9.2% year to date.Meanwhile, 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).Ark Invest&nbsp;recently&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/cathie-wood-makes-240-m-bet-in-open-ai-s-mammoth-fundraise-as-ipo-looms/cZ7H03dRInm">picked up</a> a $240 million stake in OpenAI 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.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/buy-nflx-stock-dip-wall-street-analysts-stay-bullish-while-cathie-wood-s-ark-piles-in-after-post-earnings-slide/cZB5CRhRIyL">Buy NFLX Stock Dip? Wall Street Analysts Stay Bullish While Cathie Wood’s Ark Piles In After Post-Earnings Slide</a>&nbsp;

Google CEO Sundar Pichai walks to lunch at the Allen & Company Sun Valley Conference on July 9, 2025 in Sun Valley, Idaho. (Photo by Kevin Dietsch/Getty Images)

Alphabet’s Google May Be Sitting On A $234B Gold Mine — And SpaceX, Anthropic IPOs Could Unlock It This Year

The search giant holds a 6.1% stake in SpaceX (sourced from an Alaska state filing) and a 14% stake in Anthropic (from antitrust court submissions).

<ul class="summary-bullets"><li>The stock is on track for its strongest weekly gain in about a year and ranked as the second-best Magnificent Seven performer on Wednesday after Tesla.</li><li>Baird lowered its price target to $500 from $540 but maintained an ‘Outperform’ rating, citing Copilot-related sentiment concerns alongside broader software-sector pressure.</li><li>Xbox Series console demand strengthened, with U.S. video-game hardware spending nearly doubling from the previous year in early April.</li></ul>Shares of Microsoft Corp. (MSFT) logged their best day in nearly a year on Wednesday as investors bet Copilot traction and Azure trends could help reset sentiment ahead of the company’s third-quarter (Q3) earnings report due later this month.<a href="https://stocktwits.com/symbol/MSFT">MSFT stock</a> jumped 5% on Wednesday, hitting its highest level in nearly two months. Shares are also headed for their best weekly gain in about a year and were the second-best performer among the “Magnificent Seven” on Wednesday after Tesla.<h2 class="st-heading-2">Microsoft Q3 Preview: Copilot Progress, Azure Trends In Focus</h2>On Wednesday, Baird lowered its price target on Microsoft to $500 from $540 while maintaining an ‘Outperform’ rating, citing mixed-to-negative sentiment around the company’s software exposure and competitive concerns tied to Copilot, its flagship workplace AI assistant, as AI innovation accelerates across the sector.Still, the brokerage said continued Copilot traction, strong Azure trends and earnings-per-share growth could help address investor concerns heading into the April 29 report. Baird added that investors are waiting for clearer signs of Azure acceleration before turning more optimistic, though such improvement is unlikely in the upcoming quarter.According to Koyfin estimates, Microsoft is expected to report revenue of $81.39 billion in Q3, compared with $81.27 billion in the prior quarter. Earnings before interest, taxes, depreciation, and amortization (EBITDA) is projected at $48.2 billion, while adjusted earnings per share (EPS) is expected at $4.07.<h2 class="st-heading-2">Copilot Adoption Push Remains Key To AI Strategy</h2>Earlier this month, Microsoft&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-04-02/microsoft-hit-audacious-copilot-goals-after-wall-street-input">reportedly</a> pivoted its AI sales strategy to encourage paid adoption of Copilot, after previously focusing on free usage across its Office ecosystem. The firm disclosed in January that about 3% of Office software users were paying for Copilot. Microsoft apparently met “some pretty big audacious goals” for Copilot sales in the quarter ended in March.Microsoft is also&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/microsoft-plots-new-copilot-features-inspired-openclaw?rc=prcjzy">reportedly</a> developing new Copilot capabilities inspired by autonomous agent tech, such as OpenClaw, including always-on assistants that can operate across Microsoft 365 applications on behalf of users.<h2 class="st-heading-2">Xbox Demand Boosts MSFT Shares</h2>Demand for Xbox Series consoles provided another layer of support for Microsoft’s gaming ecosystem after U.S. video-game hardware spending nearly doubled year over year in the week ending April 4, according to Circana’s Retail Tracking Service.&nbsp;The increase came ahead of planned price increases and coincided with Sony’s PlayStation 5 hardware hitting its highest weekly sales levels of 2026.<h2 class="st-heading-2">Microsoft Scales Cloud Footprint&nbsp;</h2>Investors continue to watch the performance of Azure, the company’s cloud platform, closely heading into earnings as Microsoft expands its global cloud footprint to support rising AI workloads. Earlier this week, the company announced plans to acquire 3,200 acres in Cheyenne, Wyoming, to expand its data center footprint.The expansion builds on Microsoft’s existing presence in the region and follows additional commitments of over $1 billion toward AI infrastructure investment in Thailand and $5.5 billion in Singapore through 2029.<h2 class="st-heading-2">Rising AI Competition Keeps Pressure On MSFT</h2>Despite the recent rebound in the stock, investor concerns about Microsoft’s AI positioning remain elevated after Anthropic disclosed details about its Claude Mythos Preview model last week, which the company said outperformed earlier systems across coding and reasoning benchmarks. Anthropic said the model identified thousands of previously unknown vulnerabilities across major operating systems and web browsers during testing.Competition has also increased as OpenAI began rolling out its GPT-5.4-Cyber model to selected users to help organizations identify software vulnerabilities.<h2 class="st-heading-2">How Do Retail Traders Feel About MSFT?</h2>On Stocktwits, retail sentiment for MSFT jumped to ‘extremely bullish’ from ‘bullish’ levels a day ago amid a 178% rise in message volumes over the past month.<figure class="image"><img src="https://news.stocktwits-cdn.com/msft_png_a31ef7a29d.webp" alt="msft.png" width="967" height="144"><figcaption>MSFT sentiment and message volume as of April 15 | Source: Stocktwits</figcaption></figure>One user&nbsp;<a href="https://stocktwits.com/Grkgy88/message/650395587">said</a>, “A 7-10% up day is coming before earnings. After earnings, I’m hoping 460-500. Let’s see.”<stembedurl>https://stocktwits.com/Grkgy88/message/650395587</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/StrategicInvesting/message/650386753">said</a>, “Hold for long term, this is a very good price, we should fill 480 gap after er! reward is more than the risk!”<stembedurl>https://stocktwits.com/StrategicInvesting/message/650386753</stembedurl>MSFT stock has fallen 15% so far this year, making it the worst performer among the “Magnificent Seven” group.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-lcid-xair-cag-stocks-hit-52-week-lows-today/cZJv2AoRIwv">Lucid, Beyond Air, Conagra Stocks Hit 52-Week Lows: What's Behind The Drag?</a>

The Microsoft logo appears on a smartphone screen with the OpenAI logo in the background

MSFT Records Best Day In Nearly A Year Despite Anthropic, OpenAI Pressure — Can Copilot Momentum Carry Into Q3 Results?

Microsoft recently shifted its AI strategy toward paid Copilot adoption and said it met “some pretty big audacious goals” for Copilot sales in the March quarter.

Photo Illustration - Anthropic Launches Project Glasswing. (Photo by Samuel Boivin/NurPhoto via Getty Images)

Anthropic’s ‘Mythos’ Triggers Scramble Among Coinbase, Binance: Report

Large banks and tech organizations have early access to Mythos, while crypto companies still rely on older AI models and internal security technologies

Large banks and tech organizations have early access to Mythos, while crypto companies still rely on older AI models and internal security technologies.

<ul class="summary-bullets"><li>AVGO and META stocks jumped in Tuesday’s after-hours session.</li><li>As part of the deal, Broadcom CEO Hock Tan will step down from Meta’s board.</li><li>AVGO has rallied strongly this month, fueled by a recent chip deal with Google.</li></ul>Broadcom shares gained 3.2% in after-hours trading on Tuesday, extending a hot&nbsp;six-session winning streak, after the chipmaker announced an extension of its deal with Meta Platforms.Broadcom&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.broadcom.com/company/news/product-releases/64236">will produce</a> Meta’s AI chips, the Meta Training and Inference Accelerator (MTIA), through 2029. The chips will serve as the foundation of Meta’s AI data centers. The expanded deal includes an initial commitment of over 1 gigawatt of computing ​capacity.&nbsp;Additionally, Broadcom CEO Hock Tan will leave Meta’s board of directors and become an advisor, guiding the social media giant on its custom silicon roadmap and future infrastructure investments.<a href="https://stocktwits.com/symbol/META">Meta shares</a> rose 0.5% after hours&nbsp;on Tuesday.<h2 class="st-heading-2">Broadcom Rides Mega Deals Momentum</h2>The development is part of a growing trend&nbsp;in which major technology companies such as Meta, Google, and Amazon are designing their own chips to reduce their reliance on Nvidia's costly processors.The Meta deal comes on the heels of Broadcom's expansion of its partnership with Google. Broadcom said on April 6 that it would produce Google’s Tensor Processing Units (TPUs), along with networking and other components for Google’s next-generation AI data center racks, through 2031.As part of the Google-Broadcom deal, Anthropic would lease 3.5 gigawatts of TPU-based computing capacity beginning in 2027.Goldman Sachs said at the time that Broadcom’s growing and increasingly diverse exposure to key customers with leading AI models positions it as a key beneficiary of AI.Amid deal momentum, Broadcom shares have rallied about 30% since a recent low on March 30; they have risen in eight of the last nine trading sessions.<h2 class="st-heading-2">Retail View On AVGO Consistently Bullish</h2>On Stocktwits, the retail sentiment for AVGO was ‘extremely bullish,’ unchanged since the start of last week, as several traders took note of the back-to-back mega deals.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_15_at_7_22_59_AM_png_03235d31aa.webp" alt="Screenshot 2026-04-15 at 7.22.59 AM.png" width="685" height="81"><figcaption>AVGO sentiment and message volume as of April 14 | Source: Stocktwits</figcaption></figure>Technical traders are closely monitoring a massive breakout from a long-term descending triangle pattern as the stock tests crucial $400 resistance levels.“$AVGO Man what a week for us Broadcom bulls! Rising from the ashes, we are now in sight to get over the $400 hump. What a wild ride. I almost bailed when we dipped below $300, but I believe Hock Tan will deliver us to the Promised Land! $415+ coming soon!”&nbsp;<a href="https://stocktwits.com/Siccest1/message/650006933">said</a> a trader.&nbsp;With the recent surge,&nbsp;<a href="https://stocktwits.com/symbol/AVGO">Broadcom shares</a> are now up 10.2% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

In this photo illustration, a person holds a smartphone displaying the logo of Broadcom Inc.

Why Did AVGO Stock Jump Over 3% In After-Hours Trading Today?

Broadcom and Meta are deepening their partnership, with Broadcom set to produce Meta’s AI data center chips through 2029.

<ul class="summary-bullets"><li>The new products could be released as soon as this week, the report said.&nbsp;</li><li>According to The Information, Anthropic's upcoming design tool aims to help both technical and non-technical users create presentations, websites, landing pages and products using prompts in natural language.&nbsp;</li><li>Earlier this week, BTIG noted that AI is raising a host of questions about the future of the creative ecosystem.</li></ul>Shares of GoDaddy (GDDY), Adobe (ADBE), Wix.Com (WIX) and Figma (FIG) edged lower on Tuesday on the heels of a report that Anthropic is preparing a new AI-powered tool for designing websites and presentations.The Information <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/briefings/exclusive-anthropic-preps-opus-4-7-model-ai-design-tool?rc=prcjzy">reported</a> on Tuesday, citing a person familiar with the matter, that the AI company is preparing its next flagship model, Claude Opus 4.7, along with a new AI-powered tool for designing websites and presentations. The new products could be released as soon as this week, the report said.According to The Information, Anthropic's upcoming design tool aims to help both technical and non-technical users create presentations, websites, landing pages and products using prompts in natural language.GDDY, ADBE, WIX and FI shares traded 2%-3% lower at the time of writing.<h2 class="st-heading-2">How Did Retail Traders React?</h2>On Stocktwits, retail sentiment around ADBE, GDDY and FIG stocks trended in the ‘bullish’ territory at the time of writing. &nbsp;While retail chatter around <a href="https://stocktwits.com/symbol/GDDY">GDDY </a>and ADBE stayed within the ‘normal’ territory at the time of writing, message volume on FIG stayed at ‘extremely high’ levels.A Stocktwits user said that Claude will put Adobe and Figma “out of business.”<stembedurl>https://www.stocktwits.com/AllinCapital/message/650265699</stembedurl>Another user dismissed the report’s impact on Figma, opining that the company’s products are superior to any product in the market.<stembedurl>https://www.stocktwits.com/Muktar65/message/650264148</stembedurl>A third user termed the selloff a buy signal.<stembedurl>https://www.stocktwits.com/LastDance003/message/650264459</stembedurl>On Monday, BTIG initiated coverage of ADBE and FIG with a ‘Neutral’ rating and no price target. The firm noted that AI is "raising a host of questions about the future of the creative ecosystem" and added that it wants more conviction in how AI ultimately reshapes the creative space before recommending ADBE shares.<a href="https://stocktwits.com/symbol/GDDY">GDDY</a> has fallen 53% over the past 12 months while <a href="https://stocktwits.com/symbol/ADBE">ADBE</a> fell 33% and <a href="https://stocktwits.com/symbol/FIG">FIG</a> lost 84%. <a href="https://stocktwits.com/symbol/WIX">WIX shares</a> lost 60% in the meantime.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/rivian-inks-partnership-with-former-tesla-execs-firm-for-energy-storage/cZJqgLcRIv7">Rivian Inks Partnership With Former Tesla Exec’s Firm For Energy Storage At Illinois Plant Ahead Of Launching Model Y Rival</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)

ADBE, WIX, FIG, GDDY Stocks Fall As Anthropic Reportedly Prepares To Launch AI Design Tool

The Information reported on Tuesday, citing a person familiar with the matter, that Anthropic is preparing its next flagship model, Claude Opus 4.7, along with a new AI-powered tool for designing websites and presentations.

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