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DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DKNG is trending downwards, with community sentiment reflecting frustration and disappointment with the stock's performance amidst broader market gains. Speculation centers on increased competition from prediction markets and concerns about the company's leadership and innovation. Some investors also express concern on recent deals and partnerships and if those deals will move the stock price.

Pfizer Inc. is a research-based global biopharmaceutical company, which engages in the discovery, development, manufacture, marketing, sales and distribution of biopharmaceutical products worldwide. The firm works across developed and emerging markets to advance wellness, prevention, treatments and cures that challenge the most feared diseases. The company was founded by Charles Pfizer Sr. and Charles Erhart in 1849 and is headquartered in New York, NY.

Pfizer Inc.

Pfizer Inc

Pfizer is trending amid discussions of a potential $70 billion investment and a possible drug-pricing deal with the White House, sparking debate about the implications of government involvement and pricing strategies. The community is analyzing the potential impact of these developments on Pfizer's future and comparing it to competitors in the pharmaceutical sector. Some are also looking at poor obesity data from a company $PFE recently bought.

Wolfspeed, Inc. is an innovator of wide bandgap semiconductors, focused on silicon carbide and gallium nitride (GaN) materials and devices for power and radiofrequency (RF) applications. Its product families include silicon carbide and GaN materials, power devices and RF devices, and its products are targeted for various applications such as electric vehicles, fast charging, 5G, renewable energy and storage, and aerospace and defense. The company was founded by Calvin H. Carter Jr., John W. Palmour, F. Neal Hunter, Eric Hunter, and John Edmond in 1987 and is headquartered in Durham, NC.

Wolfspeed Inc - Ordinary Shares (New)

Wolfspeed Inc

Wolfspeed's stock is trending following its emergence from Chapter 11 bankruptcy, marked by a financial restructuring that significantly reduced debt. The community is actively discussing the implications of the restructuring, particularly the conversion of old shares to new ones and the potential for a short squeeze. Some investors express concerns about dilution, while others see opportunity in the company's improved financial health and position in the silicon carbide market.

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

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta is trending due to a mixed sentiment, with some traders attributing recent price drops to a $14.2 billion AI cloud infrastructure deal with CoreWeave, while others point to broader market factors or concerns about Meta's spending.  The community is actively discussing potential bounce opportunities and whether the stock is currently oversold, while also reacting to news of Instagram reaching 3 billion monthly active users. Discussions also include Meta possibly tapping Google's Gemini AI for ad targeting.

Draganfly, Inc. engages in the manufacture and sale of commercial unmanned aerial vehicle systems and software serving the public safety, agriculture, industrial inspections, security, mapping, and surveying markets. Its products include quad-copters, fixed wing aircrafts, ground based robots, hand held controllers, and software used for tracking, live streaming, and data collection. The firm also offers custom engineering, training, simulation consulting, as well as data and flight training services. The company was founded by Zenon Dragan and Christine Dragan in 1998 and is headquartered in Saskatoon, Canada.

Draganfly Inc

Draganfly is trending following news of the U.S. Army selecting them to supply drone systems, including setting up manufacturing at overseas facilities. The community is discussing the potential implications of this deal, particularly around long-term revenue and the possibility of a short squeeze, given the stock's high short interest. Bullish sentiment seems to be building, with some anticipating further upside potential for the drone manufacturer.

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

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath ($PATH) is trending due to recent partnerships with major tech companies like NVIDIA and OpenAI, sparking excitement around its potential in agentic AI. The community is discussing a possible short squeeze, given the stock's high short interest, while also considering the impact of ongoing insider sales and comparing $PATH to competitors. Overall, the partnerships have many bullish, while others are not as convinced this is a long-term revenue driver.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is trending due to a reported $14 billion AI cloud deal with Meta, sparking excitement about the company's growth potential and role in the AI infrastructure space. The community is discussing potential revenue boosts, S&P 500 inclusion, and the implications for key hardware suppliers like Supermicro. Bullish sentiment is high, with many viewing CoreWeave as a major player in the rapidly expanding AI sector alongside Nvidia.

Aurinia Pharmaceuticals, Inc. is a clinical stage bio-pharmaceutical company, which engages in the research, development, and commercialization of therapeutic drugs. The company was founded by Robert Foster, Richard Glickman, and Michael Martin on June 16, 1993 and is headquartered in Edmonton, Canada.

Aurinia Pharmaceuticals Inc

AUPH is trending due to a significant stock drop triggered by a now-retracted LinkedIn post from an FDA official questioning the clinical benefit and safety of Aurinia's drug, Lupkynis. The community is expressing outrage, demanding accountability, and discussing potential lawsuits against the official for market manipulation, with some speculating about past conflicts and short-selling conspiracies. Despite the company's defense of the drug and its FDA approval, uncertainty prevails, and shareholders are closely watching for further developments.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services such as lead generation and content for other financial services institutions. The company was founded in 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SOFI is experiencing a pullback after a period of gains, leading to a divided community as some investors buy the dip while others express frustration. The conversation centers on the potential for a continued downtrend versus a recovery, with upcoming catalysts like crypto integration and earnings announcements as key factors. Some traders are also looking at SOFI compared to competitors like HOOD.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is trending as it approaches new all-time highs, fueled by analyst upgrades and optimism surrounding AI infrastructure and partnerships, including potential benefits from increased AI spending by Big Tech. Community members are actively discussing potential price targets, breakout levels, and the impact of these developments on the broader market, while considering factors like options flow and potential pullbacks. The stock's momentum is also being weighed against concerns about market conditions and the broader tech sector's reliance on a few key players.

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CoreWeave Inc. (CRWV) has reportedly secured a major deal with Meta Platforms Inc. (META) to provide high-powered computing resources worth up to $14.2 billion.According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-09-30/coreweave-inks-14-billion-meta-deal-in-latest-sign-of-ai-demand?srnd=homepage-americas">report</a>, CoreWeave will supply Meta with access to the&nbsp;latest Nvidia Corp. (NVDA) GB300 systems under the agreement, further&nbsp;solidifying Meta’s commitment to scaling its AI capabilities.&nbsp;<a href="https://stocktwits.com/symbol/CRWV">CoreWeave stock</a> traded over 8% higher in Tuesday’s premarket and was the top trending equity ticker on Stocktwits. Retail sentiment around the stock remained in ‘bullish’ territory amid ‘high’ message volume levels.&nbsp;Following the report, CoreWeave confirmed the same through a Securities and Exchange Commission filing (SEC). The company stated that it will deliver reserved computing capacity to Meta through the existing Master Services Agreement, established in December 2023. The deal gives Meta the option to increase its commitment through 2032.The financial terms commit Meta to paying CoreWeave up to $14.2 billion through Dec. 14, 2031. The agreement may be further expanded depending on mutual agreement between the two companies.According to the report, the Meta deal offers CoreWeave an opportunity to diversify its client base. Until now, Microsoft Corp. (MSFT) has been its dominant customer, accounting for 71% of its revenue during the second quarter of 2025.&nbsp;The agreement follows another&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/coreweave-deepens-openai-ties-with-6-point-5-billion-deal/chDlX75R34q">sizable deal</a> CoreWeave struck with OpenAI on September 25. The deal,&nbsp;valued at up to $6.5 billion, will support the training of OpenAI’s most advanced next-gen models.&nbsp;CoreWeave, which went public in March, has seen its valuation more than triple as demand for AI compute power intensifies across the tech sector.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tamboran-resources-stock-soars-11-percent-pre-market/chDDeqXR3BF">Tamboran Resources Stock Soars 11% Pre-Market – Find Out More On Falcon Oil &amp; Gas Acquisition</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 Mike Intrator, Chief Executive Officer and founder of CoreWeave, poses for a photo during the company's Initial Public Offering(IPO) at the Nasdaq headquarters on March 28, 2025 in New York City.

CoreWeave Inks $14.2 Billion Deal With Meta: Report

According to a Bloomberg report, CoreWeave will supply Meta with access to the newest Nvidia Corp. (NVDA) GB300 systems through the agreement.

Equity

According to a Bloomberg report, CoreWeave will supply Meta with access to the newest Nvidia Corp. (NVDA) GB300 systems through the agreement.


Alphabet, Inc. (GOOGL) (GOOG) shares&nbsp;are likely to draw some attention after the company’s video-streaming platform, YouTube, reached a $24.5 million agreement to settle the lawsuit filed over the cancellation of President Donald Trump’s account following the Jan. 6, 2021, Capitol riots.<a href="https://stocktwits.com/symbol/GOOGL">Alphabet’s Class A stock,</a> which fell 0.14% in the after-hours session, was last seen trading up 0.14% in overnight trading, according to Yahoo Finance.Trump had brought the lawsuit against social media platforms, including Alphabet’s YouTube, after they suspended his accounts in light of the unsavory incidents that occurred following the violence on Capitol Hill over the propriety of President Joe Biden’s win in the 2020 election. Trump had alleged that the companies were acting under pressure from his enemies, including Congressional Democrats.In a three-page&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://storage.courtlistener.com/recap/gov.uscourts.cand.386486/gov.uscourts.cand.386486.178.0_1.pdf">filing</a>, the U.S. District Court of the Northern District of California stated on Monday that the settlement “shall not constitute an admission of liability or fault on the part of the Defendants or their agents, servants, or employees, and is entered into by all Parties for the sole purpose of compromising disputed claims and avoiding the expenses and risks of further litigation.”&nbsp;The court deemed that Alphabet shall transfer the total amount to the trust account of Trump’s attorney, John Coale, with $22 million to be paid to Trump and the remaining $2.5 million to his group of supporters, including the American Conservative Union and author Naomi Wolf.Alphabet&nbsp;is the latest tech company to settle a litigation with the president.&nbsp;Meta Platforms, Inc. agreed to a $25 million settlement in January, followed by X, formerly known as Twitter, in February. X, now owned by Elon Musk, agreed to pay $10 million. The buckling of the social media giants has occurred despite legal experts previously opining that Trump’s lawsuit may not stand due to First Amendment protection.&nbsp;On Stocktwits, retail sentiment toward Alphabet stock remained largely unchanged from depressed levels. The sentiment meter read 37/100, suggesting a ‘bearish’ mood by late Monday. The message volume remained ‘low,’ although recovering from the ‘extremely low’ chatter found the day before.<figure class="image"><img style="aspect-ratio:619/54;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_29_at_9_59_21_PM_png_31e640e413.webp" alt="Screenshot 2025-09-29 at 9.59.21 PM.png" width="619" height="54"><figcaption>GOOGL sentiment and message volume as of 10 p.m. ET, Sept. 29 | source: Stocktwits</figcaption></figure>Alphabet stock has gained 30% 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/why-is-wolfspeed-stock-drawing-investor-interest-today/chDuBYYR3Jj">Why Is Wolfspeed Stock Drawing Investor Interest Today?</a>

In this photo illustration, a Google logo is seen displayed on a smartphone with a YouTube logo in the background. 

Alphabet’s YouTube Joins Meta, X In Settling Trump Lawsuit With $24.5M Payout Over Account Ban

With this, yet another tech giant has closed the book on the fallout with Trump stemming from the Jan. 6 Capitol riots in 2021.

Meta Platforms, Inc. (META) has reportedly held talks with Alphabet, Inc. (GOOGL) (GOOG) for the use of the latter’s Gemini large-language model (LLM) to improve its ad business.A report from The Information, citing people with knowledge of the conversations, stated that the talks between the two artificial intelligence (AI) stalwarts are in the early stages and may not result in an agreement,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/meta-talks-use-googles-gemini-improve-ad-targeting-information-reports-2025-09-25/">according</a> to Reuters.Riding on the popularity of the chatbots and AI technology, Meta and Alphabet stocks are up 28.2% and 30.3%, respectively, this year. On Stocktwits, retail sentiment toward Meta stock remained ‘bullish’ (59/100) by late Thursday, while the message volume trickled down to ‘normal’ levels.&nbsp;Alphabet’s recent stellar gains have rendered retail traders cautious, with sentiment toward its Class A stock remaining ‘bearish’ (35/100) and message volume at ‘low’ levels.&nbsp;Meta employees have reportedly proposed using Google’s Gemini and open-source Gemma models on the social-media giant’s ad data to improve its ad targeting capabilities, the Information report said.&nbsp;Meta, which owns a family of apps, including its flagship Facebook app, Instagram, and WhatsApp, derived 98% ($46.56 billion) of its revenue from advertising in the second quarter that ended in June. Meanwhile, Alphabet’s Google advertising business generated $64.6 billion, or 76% of the total revenue, during the same period.This rumored move by the Mark Zuckerberg-led company is seen as an acknowledgement of the scaling issues the company has had with its AI technology.&nbsp;Speaking at the Goldman Sachs Communacopia conference held earlier this month, Google Cloud CEO Thomas Kurien said, “Gemini leads in many dimensions: performance, cost, quality, factuality, the ability to do very sophisticated kinds of reasoning.” He said that 9 million developers use the generative AI model to build applications, according to a transcript made available by Koyfin.CEO Sundar Pichai said on the earnings call held in late July that the Gemini app had more than 450 million monthly active users, with daily requests growing 50% sequentially in the second quarter.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-interest-rates-too-high-even-as-q2-gdp-growth-exceeds-expectations/chDVTXAR3I3">Trump Says Interest Rates ‘Too High’ Even As Q2 GDP Growth Exceeds Expectations: ‘The Good News Is….’</a>

 In this photo illustration logo of 'Google' is seen on a mobile screen in front of 'Gemini' logo on a computer screen showing 'Gemini' logo in Ankara, Turkiye on July 2, 2025. 

Zuckerberg Needs Google’s Help? Meta Reportedly Mulls Tapping Rival’s Gemini AI To Boost Ad Targeting

This rumored move by the Mark Zuckerberg-led company is seen as an acknowledgement of the scaling issues the company has had with its AI technology. 

Meta (META) CEO Mark Zuckerberg announced on Wednesday that Instagram now has three billion monthly active users, joining Facebook and WhatsApp in the three billion-plus club.“Instagram has grown to 3 billion monthly actives,” he wrote on the Meta Channel. “What an incredible community we’ve built here.” The milestone comes roughly three years after Instagram&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2021/12/14/instagram-surpasses-2-billion-monthly-users.html">hit</a> two billion monthly users in December 2021. With this, all three of Meta’s flagship apps have surpassed the three billion mark.&nbsp; Facebook&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://qz.com/facebook-passed-3-billion-users-for-the-first-time-1850680200">crossed</a> the threshold in January, and WhatsApp&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://techcrunch.com/2025/05/01/whatsapp-now-has-more-than-3-billion-users/">followed</a> in May.<figure class="image"><img style="aspect-ratio:1080/308;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_24_20_51_34_71_1c337646f29875672b5a61192b9010f9_jpg_b8f2ba9b76.webp" alt="Screenshot_2025-09-24-20-51-34-71_1c337646f29875672b5a61192b9010f9.jpg" width="1080" height="308"><figcaption>Source: @zuck/Meta Channel/Instagram</figcaption></figure><a href="http://stocktwits.com/symbol/META">Meta’s stock</a> traded flat in midday trade. Still, retail sentiment on Stocktwits around the company continued to trend in ‘extremely bullish’ territory amid ‘high’ levels of chatter over the past day.&nbsp;Meta no longer reports individual app user counts on a quarterly basis, instead shifting to a “daily active people” metric across its family of apps. That figure climbed to 3.48 billion in July.Instagram’s three billion monthly active users milestone comes after a flurry of product updates in 2025. Recent changes include the long-requested ability to pin comments, new messaging tools such as chat folders, DM translation, message scheduling, and customizable fonts in Notes. Reels gained&nbsp;new performance metrics like retention and skip rate, along with “Friends” feeds and social maps. Meta has also rolled out a native iPad app and improved repost functionality to keep engagement high.Instagram was purchased by Meta for $1 billion in 2012, back when the service was focused on photo sharing and generated little income. Industry forecasts&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/technology/instagram-make-up-more-than-half-metas-us-ad-revenue-2025-report-shows-2024-12-18/">suggest</a> it may now contribute over half of Meta’s U.S. ad revenue this year.Read also:&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://cms.stocktwits.com/admin/content-manager/collection-types/api::article.article/13739">Tether CEO Confirms Targeting Up To $20B Fundraise, Valuation Could Rival OpenAI</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Mark Zuckerberg attends the UFC 300 event at T-Mobile Arena on April 13, 2024 in Las Vegas, Nevada. (Photo by Jeff Bottari/Zuffa LLC via Getty Images)

Meta Platforms’ Instagram Hits 3 Billion Monthly Active Users 

The milestone comes roughly three years after Instagram hit two billion monthly users in December 2021. 

Circus SE, a European autonomous robotics firm, has announced the expansion of its alliance with Meta Platforms Inc. (META), taking its partnership into the defense technology arena.&nbsp;The collaboration will integrate Meta’s advanced Llama AI models into Circus’s defense applications, particularly within its CA-M robotic systems, which are designed for military logistics.<a href="https://stocktwits.com/symbol/META">Meta Platforms’ stock</a> inched 0.3% higher in Wednesday’s premarket. On Stocktwits, retail sentiment around the stock shifted to ‘bullish’ from ‘extremely bullish’ territory the previous day amid ‘high’ message volume levels.&nbsp;The move marks a major evolution from Meta’s previous approach, where access to its Llama AI models was limited to the “Five Eyes” intelligence alliance, comprising the U.S., Canada, Australia, the U.K., and New Zealand. Meta is now extending that access to trusted democratic allies across Europe and Asia, including France, Germany, Italy, Japan, South Korea, NATO, and the European Union.By incorporating Meta’s models, Circus aims to build highly intelligent and autonomous defense systems that improve real-time decision-making and streamline logistics in complex environments.“Llama’s open-source foundation allows us to securely deploy AI in sensitive environments locally without relying on third-party infrastructures,” said Director of AI at Circus, Niklas von Weihe.&nbsp;The company’s CA-M platform, an AI-powered robot designed for defense logistics, will now benefit from localized and secure integration of the Llama models. This integration is expected to give Circus a technological edge, enabling it to deliver mission-specific AI tools tailored to the unique needs of defense agencies.Meta Platforms’ stock has gained 29% in 2025 and over 34% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/integral-ad-science-to-go-private-in-1-point-9-billion-buyout-deal-with-novacap/chD1RYYR331">Integral Ad Science To Go Private In $1.9B Buyout Deal With Novacap</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the LLaMA Meta AI logo seen displayed on a smartphone and in the background.

Circus Deploys Meta's Llama AI In Defense Robots

The collaboration will integrate Meta’s advanced Llama AI models into Circus’s defense applications, particularly within its CA-M robotic systems designed for military logistics.

The Zacks Analyst Blog Highlights Micron Technology, Alphabet, Meta Platforms, Amazon.com, NVIDIA and Advanced Micro Devices

Micron earnings preview highlights AI-driven HBM demand, with ties to Nvidia and AMD fueling long-term growth.

META's New WhatsApp Features to Drive Top-Line Growth: What's Ahead?

Meta Platforms is boosting business engagement with new WhatsApp tools, AI-powered features, and revenue growth momentum.


Tesla Tops Mag-7 Group in a Month: ETFs in Focus 

Tesla soars 25.3% in a month, lifting ETFs like TESL, TSLT and TSLW as robotaxi wins, Giga Berlin boost and delivery hopes fuel gains.


Amid concerns that the artificial intelligence (AI) industry is in a "bubble," characterized by excessive hype and company valuations that might not hold up, a top consultancy has put out a worrisome forecast.&nbsp;&nbsp;Bain &amp; Co. projects that by 2030, AI companies will need $2 trillion in combined annual revenue to fund the necessary computing power to meet projected demand for AI services.However, their revenue is likely to fall $800 billion short of that figure, according to Bain's annual Global Technology Report, which was released on Tuesday and&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-09-23/an-800-billion-revenue-shortfall-threatens-ai-future-bain-says?srnd=undefined">reported on</a> by Bloomberg."If the current scaling laws hold, AI will increasingly strain supply chains globally," David Crawford, chairman of Bain's global technology practice, was quoted as saying.The study notes a mismatch in the pace of the billions of dollars of investment by OpenAI, Google, and others in data centers and related AI infrastructure, and efforts to monetize services like OpenAI and Gemini.&nbsp;&nbsp;While increasingly becoming ubiquitous and generating millions in revenue, top AI applications are still early in terms of enterprise adoption.Companies, as well as users to some extent, are not immediately opening up their purse strings to pay for premium plans as they continue to assess material gains from using AI in their businesses and projects.If revenues don't hold up, the required investment to sustain AI compute demand would not be met.The biggest tech firms, including Microsoft, Amazon, and Meta, will ramp up their combined annual spending on AI to more than $500 billion by early next decade, according to Bloomberg Intelligence.Global incremental AI computing requirements could surge to 200 gigawatts by 2030, with the U.S. accounting for half of that, according to Bain.The report adds another concern to the growing rhetoric that AI revenues would not deliver as much as the investments made into the technology.OpenAI CEO Sam Altman and chair of the company's board, Bret Taylor, recently made&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/open-ai-board-chair-bret-taylor-agrees-with-sam-altman-s-ai-bubble-view-but-says-that-s-how-the-market-works/chwvDkORdx7">remarks</a> suggesting that the industry could be in a bubble, sparking concerns in the tech and investor community.Although Microsoft had an early mover’s advantage in the space through its partnership with OpenAI, rivals like Google and Meta are closing in fast. On the consumer-facing side, AI applications assisting in coding, media generation (text, image, and video), and productivity are getting more advanced at a fast clip, with their creators looking for ways to derive more AI use cases.On Stocktwits, the retail sentiment was ‘bearish’ for Google and ‘neutral’ for Microsoft, as of the last reading. OpenAI, a private company, fetched an ‘extremely bullish’ view.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/better-stock-rockets-as-opendoor-bull-eric-jackson-predicts-350x-gains/chDhKvgR3PI">BETR Stock Rockets As Opendoor Bull Eric Jackson Hypes ‘Shopify of Mortgages’ And Predicts 350x Gains: Retail Goes All In</a>

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

AI Boom Or Bubble? Bain Forecasts Huge $800B Gap Between AI Revenues And Compute Costs By 2030

Even with OpenAI, Google, and Microsoft pouring billions into data centers, a new report warns global supply chains may strain under surging AI power demand while monetization lags.

PINS Rides on Strength in Ad Business: Will the Trend Continue?

Pinterest boosts ad momentum with AI-driven tools and strong retail traction, but pricing pressure in global markets lingers.

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