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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 experiencing significant volatility following a blockbuster earnings report, where blowout revenue and EPS figures were accompanied by aggressive upward guidance that left many traders debating whether the stock's massive prior run-up had already priced in these results. The community is sharply divided, with bulls pointing to the company's central role in the AI memory supercycle and record margins, while bears and skeptics argue that the aggressive capital expenditure plans and broader market macro concerns are fueling a classic 'sell-the-news' event.

Swarmer, Inc. is an AI-driven software company, which develops software platforms and AI systems for autonomous swarm control of drones and unmanned vehicles. The firm offers STYX AI Command and Control System, MINAS Autonomy and Collaboration AI, and TRIDENT Embedded Drone Operating System. The company was founded by Alex Fink and Serhii Kuprienko in May 2023 and is headquartered in Austin, TX.

Swarmer Inc.

Swarmer Inc. is experiencing extreme price volatility and massive retail attention following its recent IPO, with investors fueled by the company's combat-proven drone technology in Ukraine and speculation regarding potential U.S. defense contracts. The community is actively debating the stock's massive valuation relative to its early-stage financials, while traders closely monitor its parabolic momentum and frequent volatility halts for signs of continued institutional interest.

Venture Global, Inc. engages in the provision of United States liquefied natural gas sourced from resource rich North American natural gas basins. It operates through the following segments: Calcasieu Project, Plaquemines Project, CP2 Project, and Sales and shipping. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

Venture Global is surging as market participants capitalize on the supply shock in the global LNG market caused by the Ras Laffan terminal shutdown and the ongoing crisis in the Strait of Hormuz. Community discussion is heavily focused on the company's unique ability to sell excess capacity on the spot market, with many traders anticipating a potential short squeeze as geopolitical instability keeps natural gas prices elevated.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

Gorilla Technology Group Inc. is trending due to a newly announced binding agreement with Yotta Data Services to deploy high-performance GPU infrastructure for sovereign AI projects in India, which is projected to generate over $500 million in revenue over five years. The community is actively debating the significance of this contract in validating the company's long-term AI infrastructure strategy versus concerns over past execution, project transparency, and the potential impact of ongoing management communication regarding the pipeline.

Palladyne AI Corp. engages in the design, development, and manufacture of industrial robotic systems that augment human performance by combining human intelligence, instinct, and judgment with the strength, endurance, and precision of machines to enhance employee safety and productivity. Its products include Palldyne IQ and Palladyne Pilot. The company was founded by Fraser M. Smith and Benjamin G. Wolff in 2015 and is headquartered in Salt Lake City, UT.

Palladyne AI Corp.

Palladyne AI is currently a focal point for investors following strong quarterly earnings, reaffirmed multi-hundred percent revenue growth guidance, and the successful securing of significant defense contracts for missile propulsion and autonomous swarm technology. Community discussion is heavily divided between retail investors capitalizing on the stock's high short interest for a potential squeeze and those focused on the long-term potential of the firm's pivot into integrated defense manufacturing.

Pony.ai, Inc. develops artificial intelligence-based robot designed for autonomous driving. The firm's software algorithms and infrastructure enables a vehicle to perceive its surroundings, predict what others will do, and maneuver itself accordingly. The company was founded by Jun Peng and Tian Cheng Lou in November 4, 2016 and is headquartered in Guangzhou, China.

Pony AI Inc. - ADR

Pony AI Inc

Pony AI is currently trending as investors focus on its aggressive fleet expansion goals and recent regulatory milestones, including a citywide driverless robotaxi permit in Shenzhen. While market participants are actively debating the company's path to profitability and unit economics, significant community attention remains locked on its strategic partnerships with major automakers and upcoming quarterly earnings.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is currently facing intense market skepticism and extreme volatility, with community sentiment deeply polarized between supporters viewing the stock as a vehicle for political alignment and critics highlighting its deteriorating financial performance and connection to broader economic tensions. Investors and commentators are actively fixating on the company's declining share price, management's policy decisions, and the intense, often heated, social media discourse surrounding its political ties and business viability.

NextDecade Corp. is a development company, which focuses on liquefied natural gas (LNG) export projects and associated pipelines. It develops and manages land-based and floating liquefied natural gas projects in the Gulf Coast with focus on the Rio Grande LNG. The company was founded by Kathleen Eishbrenner in 2010 and is headquartered in Houston, TX.

NextDecade Corporation

NextDecade is currently trending due to active accumulation by institutional players like Hanwha, who have been building a significant stake even as the stock trades at levels well below recent highs. The community is heavily focused on the project's long-term potential as an essential global LNG supplier, often debating the company's valuation models, upcoming expansion milestones, and the ongoing structural shift toward secure energy infrastructure.

Cheniere Energy, Inc. engages in liquefied natural gas (LNG) related businesses. It owns and operates LNG terminals, develops, constructs, and operates liquefaction projects near Corpus Christi, Texas, and at the Sabine Pass LNG terminal. The company was founded by Charif Souki in 1996 and is headquartered in Houston, TX.

Cheniere Energy Inc.

Cheniere Energy (LNG) is trending as natural gas markets react to significant supply disruptions in the Middle East, with facilities in Iran and Qatar sustaining damage that threatens nearly one-fifth of global LNG capacity. The community is actively debating the stock's role as a strategic energy play, with many investors pointing to Cheniere's position as a dominant U.S. exporter as a crucial solution for energy-hungry European and Asian markets facing potential long-term shortages.

Accenture is a global professional services company that helps the world’s businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services, creating tangible value at speed and scale. The firm combines technology and leadership in cloud, data and AI with industry experience, functional expertise and global delivery capability. Its services include Strategy & Consulting, Technology, Operations, Industry X, and Song. It operates through the following geographical segments: North America, EMEA, and Growth Markets. The company was founded in 1989 and is headquartered in Dublin, Ireland.

Accenture plc - Ordinary Shares - Class A

Accenture is attracting attention as investors weigh a major expansion of its partnership with Anthropic against broader concerns about AI disruption to the traditional consulting business model. While some in the community see the current price as an attractive long-term entry point for a quality firm, others remain skeptical, citing intense competition and potential headcount reductions as the industry adapts to automation.

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<ul class="summary-bullets"><li>NemoClaw is designed for enterprises to build AI agents that perform tasks for their own workforces.</li><li>Nvidia shares rose 0.6% in premarket trading on Tuesday.</li><li>Stocktwits retail sentiment continues to track in the ‘bearish’ zone.</li></ul>Nvidia shares advanced 0.6% in early premarket trading on Tuesday, amid a broad rebound in U.S. stocks and a report detailing the company’s plan to launch an agentic AI tool.<h2 class="st-heading-2">‘NemoClaw’</h2>The AI chipmaker is preparing to launch NemoClaw, an open source platform that would allow enterprises to build AI agents to perform tasks for their own workforces, tech news site Wired&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wired.com/story/nvidia-planning-ai-agent-platform-launch-open-source/">reported</a> late Monday, citing unnamed sources.Nvidia has reportedly reached out to Salesforce, Cisco, Google, Adobe, and CrowdStrike to forge partnerships for the agent platform.&nbsp;The tool is seen to be similar to OpenClaw, which went viral earlier this year. OpenClaw became one of the fastest-growing projects on GitHub due to its ability to connect AI models with other apps, such as email, messaging, and file storage, to automatically perform tasks.<h2 class="st-heading-2">More Signals For NVDA Stock</h2>The details of NemoClaw come as Nvidia prepares for its annual developer conference in San Jose next week.&nbsp;The platform underscores a major push into open-source AI and takes on agentic AI offerings from software majors, as Nvidia tries to maintain its dominance in AI infrastructure at a time when leading AI labs are building their own custom chips.Separately, Anthropic is also making rapid strides with new features for its agentic AI platform, Claude Cowork. On Monday, the company&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://claude.com/blog/code-review">introduced</a> Code Review in beta, a tool designed to analyze new code for bugs and other potentially problematic issues.<h2 class="st-heading-2">Retail Mood For NVDA Still Dull</h2>Meanwhile, Nvidia stock appears to be gaining some lift from the just-released&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tsmc-stock-jumps-pre-market-on-strong-sales-update-but-iran-war-jitters-keep-retail-traders-cautious/cZdomVbRIep">February sales figures</a> from its largest chip manufacturing partner, TSMC. The Taiwanese firm’s sales rose 22% last month, and 30% for the first two months of the year, according to financials published early Tuesday.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_10_at_2_25_29_PM_png_f6f76ee381.webp" alt="Screenshot 2026-03-10 at 2.25.29 PM.png" width="700" height="85"><figcaption>NVDA sentiment and message volume as of March 10 | Source: Stocktwits</figcaption></figure>Still, the Stocktwits sentiment for NVDA remained ‘bearish, unchanged from the previous day.&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia shares</a> are down 2% year to date, as of their last close.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/oracle-says-flagship-data-center-expansion-on-track-as-investors-brace-for-q3-report/cZdomK8RIeo">Oracle Says Flagship Data Center Expansion On Track As Investors Brace For Q3 Report</a>

Nvidia banner with the company logo at a tech exibition in Grenoble, France, on February 4, 2026. (Photo by Romain Doucelin/NurPhoto via Getty Images)

Nvidia's Next AI Bet? Report Says ‘NemoClaw’ Could Power Enterprise AI Agents

Wired reported details of Nvidia’s forthcoming agentic AI platform, NemoClaw, which appears similar to the viral tool OpenClaw, ahead of the company’s annual developer conference in San Jose next week. 

Why Is NVDA Stock Up In Premarket Today?

Equity

 The logo of Intuit Inc. is displayed on a smartphone screen on May 18, 2025, in Chongqing, China.

INTU Stock Leads Software Comeback With Best Week In 25 Years As Anthropic AI Fears Ease

Shares of key software majors Oracle, Microsoft, and Salesforce also gained last week.

<ul class="summary-bullets"><li>ARK Invest CEO Cathie Wood compared Anthropic’s Claude AI to the early days of the personal computer revolution.</li><li>She said Claude automated multiple internal finance workflows that had been planned for months of development with ease.</li><li>Alongside this, Claude rapidly rose in popularity as Anthropic faced growing scrutiny from the Pentagon.</li></ul>As ARK Invest continues to shift capital toward AI infrastructure and platforms, CEO Cathie Wood has called Anthropic’s Claude AI&nbsp;'A True PC' moment, seeing potential&nbsp;similar to the personal computer revolution back in the 1980s.Speaking in the latest&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=Q2gBVQ7NqyY">episode</a> of the&nbsp;In the Know (ITK) series, she compared Claude AI’s development to IBM's introduction of its first personal computer and Apple's release of Lisa in 1983. “This was the moment when [people] gathered to see what it was and what it could do,” she added.Back then, those systems could only do simple tasks and basic math, but they eventually changed the world economy. She said that something similar happened recently with her team when a finance worker used Claude to finish projects that had been on hold for months. Wood says the employee was surprised by how quickly the AI generated detailed tables, graphs, and calculations, and that the results were checked against manual calculations to ensure they were correct.&nbsp;She added that she was “blown away by how quickly he was able to automate all of these automation projects that he had lined up over the past six months.”Wood pointed out that the rise of cloud computing in the middle of the 2000s and later improvements in deep learning and transformer models were important steps that have led to the current wave of AI innovation.Last week, ARK Invest put more money into several AI and computing companies, including Baidu (BIDU),&nbsp;<a href="https://stocktwits.com/symbol/CRWV">CoreWeave (CRWV)</a>, and <a href="https://stocktwits.com/symbol/AMD">Advanced Micro Devices (AMD)</a>. The company is still allocating funds to AI infrastructure and platforms.<h2 class="st-heading-2">Claude’s Rise Amid Industry Tensions</h2>Wood's comments come at a time when Anthropic's Claude AI was becoming increasingly popular in the AI field. Last week, Claude&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/02/28/anthropics-claude-apple-apps.html">rose</a> to the #1 spot on free US apps on Apple, beating ChatGPT. This happened after tensions rose between Anthropic and the US Department of War, after&nbsp;<a href="https://stocktwits.com/news-articles/business/others/us-ai-policy-government-access-pentagon-anthropic/cZdKyupRI41">Anthropic refused</a> to allow the military access to users’ data for Pentagon-linked projects and mass surveillance.&nbsp;Despite the controversy, Wood suggested that the rapid improvement in AI tools showed the technology could be entering a phase in which multiple innovations converged at once, accelerating adoption across industries.&nbsp;Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/x-money-finance-crypto-technologist-paul-barron/cZdl2uhRI4p">Will X Money Transform Finance And Crypto? Technologist Paul Barron Thinks It Could</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Claude by Anthropic app logo appears on the screen of a smartphone in Reno, United States, on November 21, 2024. (Photo by Jaque Silva/NurPhoto via Getty Images)

Cathie Wood Calls Anthropic’s Claude AI A ‘True PC Moment’

Claude beat ChatGPT to become the top free US app on Apple last week.

Others

Claude beat ChatGPT to become the top free US app on Apple last week.


<ul class="summary-bullets"><li>The Trump administration drafted new AI rules that required companies to allow “any lawful” use of their models for US government contracts.</li><li>The move followed the Pentagon labelling Anthropic a “supply-chain risk” and banning contractors from using its AI technology.</li><li>Officials warned that restricting access to AI systems during a crisis could pose national security risks, fuelling the push for tighter rules.</li></ul>The Trump administration has reportedly mandated that AI firms allow the government to use their models for lawful purposes.The United States created new artificial intelligence guidelines in response to its fight with Anthropic, which required AI businesses to allow the government to use their models for authorized purposes, according to a Financial Times&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/d8c2969f-2812-44d2-8860-3059fb770bdb">report.</a>The draft guidelines, reviewed by the Financial Times, prepared by the U.S. General Services Administration (GSA), explained that AI companies seeking government contracts must grant the U.S. an “irrevocable license” to use their systems. The guidance would apply to civilian contracts and strengthen the government’s approach to accessing AI services.The draft also stated that contractors had to ensure that their AI systems did not intentionally have partisan or ideological judgments in their outputs. In addition, companies had to disclose whether their models had been modified or configured to comply with any non-U.S. government or commercial regulatory frameworks, the report said.The developments followed a clash between the Department of War and Anthropic over how the company’s models could be used in military applications. The Pentagon, which is the headquarters of the US’s Defense Department, had sought operational access to Anthropic’s AI systems, but the company&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.anthropic.com/news/statement-department-of-war">refused</a> to provide complete access.&nbsp;On Stocktwits, retail sentiment around Anthropic remained in the 'bearish' zone, accompanied by 'normal' chatter levels over the past day.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_07_at_2_23_01_AM_png_93eb24469c.webp" alt="Screenshot 2026-03-07 at 2.23.01 AM.png" width="1014" height="124"><figcaption>Anthropic retail sentiment and message volume on March 7 as of 2:24 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Pentagon Clash With Anthropic</h2>The Pentagon and AI company Anthropic are currently at odds over how the U.S. military can use Anthropic's AI system, Claude. Anthropic wouldn't take away the protections that keep its technology from being used for fully autonomous weapons or mass domestic surveillance, saying that these uses are unsafe and wrong. The Pentagon then canceled its contract with the company, citing it as a possible "supply chain risk," which meant the company couldn't work on defense projects anymore. Anthropic has said it will take legal action over this decision.Following this, the Department of Defense formally designated Anthropic a “<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/03/05/anthropic-pentagon-ai-claude-iran.html">supply-chain risk</a>” on Thursday.&nbsp;<h2 class="st-heading-2">US Department Of War Official Flags National Security Concern&nbsp;</h2>Speaking on the All-In Podcast on Friday, Undersecretary of Defense for Research and Engineering &nbsp;Emil Michael&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=gzwRflcLPAA">said</a> officials were “scared” that Anthropic could restrict access to its AI models during the national security crisis.Michael said the dispute intensified when Anthropic CEO&nbsp;<a href="https://stocktwits.com/news-articles/business/others/openai-altman-anthropic-extremely-scary-precedent-pentagon/cZdcsKvRIcE">Dario Amodei suggested Pentagon</a> officials could call the company for exceptions if certain uses of its AI systems were needed.&nbsp;Michael said such an approach would be impractical during fast-moving military scenarios, including situations tied to President Donald Trump’s Golden Dome missile defense initiative. Amodei said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.anthropic.com/news/where-stand-department-war">statement</a> that he may challenge the decision in court. Anthronic is the first American company to be named a “supply chain risk.&nbsp;Read also: <a href="https://stocktwits.com/news-articles/markets/equity/novo-nordisk-partner-hims-hers-weightloss-drugs-report/cZdKvdBRI40">Novo Nordisk To Partner With Hims &amp; Hers To Sell Weight-Loss Drugs: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

President Trump signed executive orders which included the renaming of the Department of Defense to the Department of War. (Photo by Kevin Dietsch/Getty Images)

US Drafts AI Policy Requiring Firms To Grant ‘Irrevocable’ Government Access

Anthropic became the first American AI firm to be labeled a risk after refusing to grant the Department of Defense access to its data.

Pentagon–Anthropic Clash Prompts New US Rules On AI Government Access 

Anthropic became the first American AI firm to be labeled a risk after refusing to grant the Department of Defense access to its data.


<ul class="summary-bullets"><li>Google will have Anthropic products available through its platforms, like Google Cloud, the company reportedly said.&nbsp;</li><li>On Thursday, Microsoft also reportedly issued a similar clarification, saying Anthropic’s AI technology embeds in its products would remain available for non-defense clients.</li><li>On Thursday, the government reportedly notified Anthropic that it was a supply chain risk to the U.S.</li></ul>Google has reportedly said it will continue deploying Anthropic’s artificial intelligence technology for projects and clients not related to defense work.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/03/06/google-says-anthropic-remains-available-outside-of-defense-projects.html">report</a> from CNBC, a Google spokesperson said on Friday that the U.S. government’s ‘ban’ of the AI startup does not “preclude” companies from using Anthropic on non-defense related projects.Alphabet Inc.’s (GOOG, GOOGL) Google will have Anthropic products available through its platforms, like Google Cloud, the company reportedly said.Earlier on Thursday, Microsoft Corp. (MSFT) also reportedly issued a similar <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/03/05/microsoft-says-anthropics-products-can-remain-available-to-customers-after-security-risk-designation.html">clarification</a>, saying Anthropic’s AI technology embeds in its products would remain available for clients, excluding ones related to the U.S. Department of War.<h2 class="st-heading-2">Supply Chain Risk</h2>Last week, U.S. President Donald Trump <a href="https://stocktwits.com/news-articles/markets/equity/trump-directs-us-agencies-to-immediately-stop-using-anthropic-systems-amid-clash-over-military-ai-controls/cZTcw9JRITw">announced</a> that all federal agencies in the country, including the Department of War, would stop using Anthropic’s products with immediate effect.On Thursday, the government also reportedly <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-03-05/pentagon-says-it-s-told-anthropic-the-firm-is-supply-chain-risk">notified</a> Anthropic that it was a supply chain risk to the country. “DOW officially informed Anthropic leadership the company and its products are deemed a supply chain risk, effective immediately,” a senior defense official of the Department of War reportedly told Bloomberg News.Anthropic CEO Dario Amodei had previously pushed back on the Pentagon’s plans to use its AI models for mass domestic surveillance and fully autonomous weapons. As per the CNBC report, Anthropic’s technology was used by the U.S. for its most recent strikes on Iran.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/GOOG">GOOG shares</a> was in the ‘bearish’ territory amid ‘low’ message volumes at the time of writing.Meanwhile, retail sentiment around ANTHROPIC was in the ‘bearish’ territory amid ‘extremely high’ message volumes at the time of writing.GOOG shares have surged more than 71% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/bbai-shares-climb-after-having-declined-this-year-retail-says-buy-now-to-triple-your-money/cZdLBGIRI45">BBAI Shares Climb After Having Declined 25% This Year — Retail Says Buy Now To Triple Your Money</a>

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)

Google To Reportedly Continue Anthropic Deployment For Non-Defense Clients

According to a report from CNBC, a Google spokesperson said on Friday that the U.S. government’s ‘ban’ of the AI startup does not “preclude” companies from using Anthropic on non-defense related projects. 

Google To Reportedly Continue Anthropic Deployment For Non-Defense Clients 

Michael Burry attends the "The Big Short" New York premiere at Ziegfeld Theater on November 23, 2015 in New York City.

‘Big Short’ Fame Michael Burry Pitches Bold AI Deal Ideas For Apple, Adobe — And Fires Shots At Tesla CEO Elon Musk

Burry believes Anthropic and Midjourney are excellent targets for Apple and Adobe, respectively.

<ul class="summary-bullets"><li>Palantir investors are looking at developments regarding the government’s ban on using Anthropic’s technology in the defence sector and how it affects Palantir.</li><li>A new Reuters report said Anthropic has made a last-ditch effort to negotiate a new deal, after the U.S. last week designated it a supply chain risk.</li><li>Anthropic's defence platform, Maven, used Anthropic’s Claude AI and unwinding it would require time and resources.</li></ul>Shares of Palantir Technologies, Inc. edged 0.4% lower in early premarket trading on Thursday, putting the stock on track to snap a six-day winning streak fueled by investors piling into defense-linked companies amid the escalating U.S.-Israel-Iran conflict.&nbsp;Palantir stock gained nearly 20% over this streak, climbing to a one-month high, with the premarket move suggesting that some investors were booking profits. It’s likely that PLTR would miss breaking its previous best streak from late April, when it rose for seven days straight.Palantir also finds itself in a unique position, given the U.S. government’s move to designate AI firm Anthropic as a supply chain risk, which means Anthropic technology would not be used by the government or any of its contractors.&nbsp;<h2 class="st-heading-2">How Palantir Is Affected From US Govt Ban On Anthropic</h2>Palantir’s AI-driven defense platform, Maven Smart Systems, has integrated Anthropic’s Claude AI model to assist with intelligence, targeting, and military decision workflows. It would have to replace Claude with an AI model from a competitor, which might cause short-term issues and costs. A definitive estimate of the disruption is not available.Meanwhile, the Financial Times&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/97bda2ef-fc06-40b3-a867-f61a711b148b">reported</a> late Wednesday that Anthropic is making a last-ditch attempt to strike a deal with the US defence department. Agreeing on a new contract would enable the US military to continue using Anthropic’s technology and greatly reduce the risk of being frozen out of the military’s supply chain.<h2 class="st-heading-2">Retail Remains Upbeat</h2>As the Anthropic issue drags on, retail investors have been debating its implications for Palantir. On Stocktwits, message volume for the PLTR ticker has surged 10% over the past week. The retail sentiment was ‘bullish’ as of early Thursday, unchanged since the prior day.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_05_at_3_13_53_PM_png_f12f577b28.webp" alt="Screenshot 2026-03-05 at 3.13.53 PM.png" width="566" height="78"><figcaption>PLTR sentiment and message volume as of March 5 | Source: Stocktwits</figcaption></figure>“Palantir is still just getting started..think about it we haven’t seen their best days yet… stay invested!” a user&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/RoadWarrior66/message/646635960">said</a>, while another&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/Enlaplaya2019/message/646636837">forecast</a> a sharp rally as the war subsides. “we are back in bull market! Buy buy buy,”&nbsp;<a href="https://stocktwits.com/butterballs8/message/646617392">said</a> a third user.<h2 class="st-heading-2">'Painful Task' To Replace Claude From PTLR Platform</h2>On Wednesday, Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/technology/palantir-faces-challenge-remove-anthropic-pentagons-ai-software-2026-03-04/">reported</a> that Palantir’s task of replacing Claude in its systems would be “painful,” as its Maven platform uses multiple prompts and workflows built on Anthropic's Claude code.According to the report, which cited unnamed sources, Palantir would have to rebuild parts of its software, and it is unclear how long that would take.<h2 class="st-heading-2">Analysts’ View On PLTR Mixed</h2>For now, analysts' views are mixed. Fifteen on 28 recommend a ‘Buy’ or higher on the stock, 11 recommend ‘Hold,’ and two recommend ‘Sell’ or lower, according to Koyfin. Their average price target of $186.41 implies an upside of 22% from the stock’s last close.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

The Palantir Technologies logo is displayed on a mobile phone in this photo illustration in Brussels, Belgium, on August 6, 2025.

Palantir Stock Set To Break Hottest Streak In Nearly A Year — Could Pentagon’s Anthropic Rift Derail It?

PLTR shares have ended in the green for six straight sessions, rising by over 13%; they dropped marginally in Thursday's premarket.

An illustrative stock graph is seen behind the Broadcom logo displayed on a phone screen. (Photo by Jakub Porzycki/NurPhoto via Getty Images)

Broadcom Stock Rises On AI-Powered Beat, But VMware-Led Software Growth Slows Sharply

Broadcom’s software business, built around its $69 billion acquisition of VMware, is slowing down.

AVGO Stock Jumps: AI Drives Upside, But At Software’s Cost?

<ul class="summary-bullets"><li>The CEO also said that Nvidia’s $10 billion investment in rival Anthropic would also potentially be its last round.&nbsp;</li><li>Huang highlighted that Nvidia had expanded OpenAI's capacity from Azure to OCI, and AWS as well.&nbsp;</li><li>At Anthropic, Huang said the focus was also to expand capacity “aggressively” at AWS and Azure.</li></ul>Nvidia Corp.'s CEO, Jensen Huang, said the semiconductor company's recent $30 billion investment in the artificial intelligence startup OpenAI was potentially the last investment before it went public.Huang said at the Morgan Stanley Technology, Media &amp; Telecom Conference on Wednesday that the potential to invest an additional $100 billion in the startup, as discussed in a deal in September, was probably not slated for before the initial public offering.“The reason for that is because they're gonna go public. I'm fairly sure that if we provide the capacity they need, which the compute capacity they need, which we're ramping up hard to go to, the revenues will more than follow,” Huang said.The CEO added that Nvidia’s $10 billion investment in rival Anthropic would also potentially be its last.<h2 class="st-heading-2">Partnership Details</h2>Nvidia and OpenAI reached a deal in September last year. However, earlier in Feb., Huang reportedly <a href="https://stocktwits.com/news-articles/markets/equity/is-nvidias-100b-deal-with-openai-stalled-altman-huang-and-oracle-try-to-calm-market-jitters/cZbiWZUR4lc">said</a> that the agreement was “never a commitment,” instead hinting that the semiconductor company would participate in the startup’s ongoing $100 billion equity raise.Both OpenAI and Anthropic are widely touted to go public in 2026.Meanwhile, Huang provided updates on Nvidia’s partnerships with OpenAI and Anthropic at the conference. He highlighted that the company had expanded OpenAI's capacity from Azure to OCI and AWS as well. “We're ramping AWS like mad. We're ramping them as hard as we can so that OpenAI has access to even more capacity,” he said.Speaking of Anthropic, Huang said the focus there was also to expand capacity “aggressively” at AWS and Azure.Huang also highlighted <a href="https://stocktwits.com/symbol/META">Meta</a> Inc.’s (META) new Superintelligence labs. “A brand-new lab came into the world, and they're in need of a few million GPUs, and that's MSL. That MSL is a net new on top of Meta,” he said.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/NVDA">NVDA shares</a> was in the ‘extremely bullish’ territory over the past 24 hours amid ‘extremely high’ message volumes.Meanwhile, retail sentiment around <a href="https://stocktwits.com/symbol/OPENAI">OpenAI</a> was in the ‘bullish’ territory at the time of writing, while for <a href="https://stocktwits.com/symbol/ANTHROPIC">Anthropic</a>, it was in the ‘bearish’ territory.Shares of NVDA have gained more than 65% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Nvidia CEO Jensen Huang addresses participants at CES 2025 in Las Vegas, Nevada, on January 6, 2025. (Photo by Artur Widak/NurPhoto via Getty Images)

Nvidia’s Huang Says $30B OpenAI Investment May Be Last Pre-IPO Deal

CEO Jensen Huang said at a conference on Wednesday that the potential to invest an additional $100 billion in the startup, as discussed in a deal in September, was probably not slated for before its IPO. 

<ul class="summary-bullets"><li>Pajjuri said that the sustainability of Anthropic’s demand beyond the first half of FY27 looks less clear, given the AI lab’s agreement with Nvidia and Microsoft.</li><li>On the earnings front, RBC Capital expects Broadcom to report a beat, backed by strong TPU and networking demand, ahead of its Q1 earnings due on March 4.</li><li>The analyst also said that the competition from Taiwanese semiconductor company MediaTek was not overly concerning.</li></ul>Shares of Broadcom Inc. garnered Wall Street attention ahead of the company’s first-quarter (Q1) 2026 earnings results due on March 4. RBC Capital lowered its price target on Broadcom, citing concerns over the lack of visibility into its customer Anthropic’s demand.RBC Capital analyst Srini Pajjuri lowered the price target on Broadcom (AVGO) to $340 from $370 and maintained a ‘Sector Perform’ rating on its shares.<a href="https://stocktwits.com/symbol/AVGO">AVGO stock</a> was down 1.7% at the time of writing.<h2 class="st-heading-2">Analyst Rationale</h2>RBC Capital’s Pajjuri said that the sustainability of Anthropic’s demand beyond the first half of FY27 looks less clear, given the AI lab’s agreement with Nvidia Corp. (NVDA) and Microsoft Corp. (MSFT).In Dec. 2025, Broadcom CEO Hock Tan <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/12/11/broadcom-reveals-its-mystery-10-billion-customer-is-anthropic.html">said</a> at the fourth-quarter (Q4) earnings call that the company had signed Anthropic as a customer, which had placed a $10 billion order for Google’s tensor processing units, with an additional order of $11 billion for the subsequent order.Meanwhile, Anthropic also <a href="https://stocktwits.com/news-articles/markets/equity/anthropic-commits-30-billion-to-expand-azure-capacity-nvidia-microsoft-to-invest/cLPV4IvRE7t">committed</a> to purchasing $30 billion of Azure compute capacity for up to one gigawatt, powered by NVIDIA Grace Blackwell and Vera Rubin systems.On the earnings front, RBC Capital expects Broadcom to report a beat, backed by strong TPU and networking demand. The analyst also said that the competition from Taiwanese semiconductor company MediaTek was not overly concerning.<h2 class="st-heading-2">Earnings Expectations</h2>For Q1, Wall Street expects Broadcom to report revenue of $19.1 billion, a 22.4% increase from the same period last year. Meanwhile, the company is expected to post earnings per share of $2.02, compared to $1.6 in the same period of 2025.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around AVGO shares jumped to ‘extremely bullish’ from ‘bullish’ territory over the past 24 hours, amid ‘high’ message volumes.One bullish user said they expect AI revenue to double, calling the shares ‘undervalued.’<stembedurl>https://stocktwits.com/Roar01/message/646293451</stembedurl>&nbsp;Shares of AVGO have risen more than 67% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com

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

Broadcom Price Target Lowered Amid Anthropic Demand Uncertainty

RBC Capital analyst Srini Pajjuri lowered the price target on Broadcom to $340 from $370 and maintained a ‘Sector Perform’ rating on its shares.

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