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Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is surging after reporting strong earnings, driven by explosive AI-driven cloud infrastructure growth and a massive increase in remaining performance obligations, which has ignited a fierce debate among investors eager to capitalize on the stock's AI transformation while others anticipate profit-taking and a potential fade.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers is trending intensely as a recent partnership with Novo Nordisk has resolved a major legal overhang, igniting a fervent community belief in an impending short squeeze due to high short interest and the perceived destruction of the bear thesis in the GLP-1 market.

TSS, Inc. engages in the provision of comprehensive services for the planning, design, development and maintenance of mission-critical facilities and information infrastructure as well as integration services. It operates through the Facilities and Systems Integration Services business segments. The Facilities segment consists of the design, project management, and maintenance of data center and mission-critical business operations. The Systems Integration segment integrates information technology equipment for original equipment manufacturer vendors and customers to be used inside data center environments, including modular data centers. The company was founded by Gerard J. Gallagher on December 20, 2004 and is headquartered in Round Rock, TX.

TSS Inc

TSS Inc. is trending after reporting a strong Q4 and full-year earnings beat, highlighting significant growth in its AI rack integration business and securing a two-year extension with its largest customer, Dell. The community is actively discussing TSSI's crucial role in the booming AI infrastructure buildout, driven by Dell's escalating AI server backlog, with many anticipating substantial price appreciation and a potential short squeeze.

New Era Energy & Digital, Inc. is an exploration and production company, which engages in selling oil and natural gas products. The company was founded on February 6, 2023 and is headquartered in Midland, TX.

New Era Energy & Digital Inc.

New Era Energy & Digital (NUAI) is trending on widespread anticipation of a significant hyperscaler tenant announcement for its Texas Critical Data Centers campus, strategically located for AI workloads requiring substantial and reliable behind-the-meter power. The community actively discusses the delayed tenant reveal, recent land acquisition, and a 450 MW generation plan, while also navigating a selling stockholder offering amidst strong short interest.

The Campbell's Co. engages in the business of manufacturing and marketing food and beverage products. It operates under the Meals and Beverages, and Snacks segments. The Meals and Beverages segment includes soup, meals, and beverage products in retail and foodservice. The Snacks segment offers cookies, crackers, bakery, and frozen products. The company was founded by Joseph Campbell and Abraham Anderson in 1869 and is headquartered in Camden, NJ.

Campbells Co (The)

Campbell Soup Co.

Campbell Soup is trending as its Q2 earnings report revealed a significant drop in EPS and a lowered full-year outlook, fueling community debate about the compounding impact of GLP-1 drugs and tariffs on processed food demand, with investors divided between calling it a value trap or a deep-value opportunity.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

Historic proposed oil reserve releases by the IEA and rising U.S. inventories are clashing with ongoing geopolitical tensions and reports of potential mining in the Strait of Hormuz, creating intense volatility and sharply dividing the community on the future direction of oil prices.

Domo, Inc. designs, develops, and markets executive management software solutions. It offers customized software tools for business operations, customer relationship management, human resources, and financial reporting. The company was founded by Joshua G. James in September 2010 and is headquartered in American Fork, UT.

Domo Inc. - Ordinary Shares - Class B

Domo Inc.

Domo Inc. is trending following better-than-expected earnings, marked by improved cash generation and profitability, alongside news of the company actively exploring strategic alternatives. This has sparked a lively debate among traders, with many anticipating further upside from potential M&A or renewed interest in AI data analytics, while others remain wary of the company's historical volatility and debt.

Serve Robotics, Inc. engages in providing self-driving delivery. It designs, develops, and operates zero-emissions robots that serve people in public spaces, starting with food delivery. The company was founded by Ali Kashani, Dmitry Demeshchuk and MJ Burk Chun in 2017 and is headquartered in Redwood City, CA.

Serve Robotics Inc

Serve Robotics is actively discussed after its Q4 earnings highlighted strong revenue growth and increased 2026 guidance, alongside expanding autonomous delivery with White Castle on Uber Eats and a strategic healthcare robotics acquisition. This confluence of developments is driving community debate on its significant valuation against its long-term potential in the burgeoning physical AI sector.

Midnight is a privacy-first blockchain that blends public verifiability with confidential data handling. You can use Midnight's selective disclosure and ZK proofs to build apps.

Midnight

Midnight (NIGHT) is trending following a significant partnership with MoneyGram, aiming to integrate global payments onto its privacy-preserving blockchain, which, coupled with major exchange listings and high trading volume, highlights community interest in its compliant zero-knowledge technology for institutional use within the Cardano ecosystem.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas Semiconductor is trending as its new SiC power solutions, critical for advancing AI data center efficiency and high-power applications, are generating significant community buzz. Investors are closely watching for potential partnership announcements, particularly in connection with major AI players, despite discussions around its current revenue figures and high short interest.

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<ul class="summary-bullets"><li>Burry said OpenAI left the Oracle project because it favored Nvidia’s Ruben chips over Oracle’s planned Blackwell setup.</li><li>Oracle denied reports that its OpenAI partnership collapsed and said the Abilene expansion remains on track.</li><li>Burry alleged that Nvidia intervened financially to prevent Advanced Micro Devices from obtaining the contract tied to the project.</li></ul>Michael Burry, the investor famous for predicting the housing market crash and profiled in Michael Lewis’ book “The Big Short”, has criticized Nvidia’s aggressive tactics in the data center market on Tuesday, highlighting concerns over potential antitrust issues.&nbsp;In a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/michaeljburry/status/2031372178529092088">post</a> on X, Burry stated that OpenAI’s recent decision to&nbsp;walk away from the Oracle data center deal exposes deeper competitive conflicts between major chipmakers.&nbsp;<h2 class="st-heading-2">Chip Dispute Behind AI Infrastructure Shift</h2>According to Burry, OpenAI opted out of the Oracle project because it preferred Nvidia’s Ruben architecture over the Blackwell configuration that Oracle had ordered. Oracle had already taken on substantial debt to secure the location and order equipment built around Blackwell chips, but OpenAI feared the technology would be outdated by the time construction finished.Despite the dispute, Burry acknowledged that Oracle and OpenAI remain partners on other initiatives. In an X&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Oracle/status/2031200640186101822?s=20">post</a> on Monday, Oracle dismissed&nbsp;reports that its collaboration with OpenAI for the Abilene data center expansion had fallen through and confirmed that it is still on schedule. A Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-03-06/oracle-and-openai-end-plans-to-expand-flagship-data-center">report</a> on Friday said Oracle and OpenAI have canceled their plans to expand the Texas data center.&nbsp;<a href="https://stocktwits.com/symbol/ORCL">Oracle stock</a> inched 0.2% lower on Tuesday afternoon. On Stocktwits, retail sentiment around the stock changed to ‘extremely bullish’ from ‘bullish’ territory the previous day. Message volume shifted to ‘high’ from ‘normal’ levels in 24 hours.&nbsp;Oracle will report quarterly results after the closing bell on Tuesday. Analysts expect the company’s revenue to be $16.9 billion and its earnings per share (EPS) to be $1.7, according to Fiscal AI data.&nbsp;<h2 class="st-heading-2">Nvidia’s Influence</h2>Burry claimed that Nvidia stepped in to stop Advanced Micro Devices Inc. (AMD) from winning the Oracle contract. He called the move “mafia-like” and suggested it could raise antitrust concerns given Nvidia’s power within the AI chip ecosystem.&nbsp;<img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_10_132925_png_76fcfdee66.webp" alt="Screenshot 2026-03-10 132925.png">The investor also noted that the U.S. Department of Justice has examined Nvidia’s market practices for nearly two years. However, he expressed skepticism about whether regulators will ultimately pursue enforcement action.&nbsp;ORCL stock has gained 1.75% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ondas-draws-retail-buzz-as-subsidiary-lands-15-8-m-israel-mine-clearing-deal/cZdoxjgRI7i">Ondas Draws Retail Buzz As Subsidiary Lands $15.8M Israel Mine-Clearing Deal</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Michael Burry Warns OpenAI’s Oracle Data Center Exit Highlights Nvidia’s Power Play

In a post on X, Burry stated that OpenAI’s recent decision to walk away from the Oracle data center deal exposes deeper competitive conflicts among major chipmakers.

Equity

In a post on X, Burry stated that OpenAI’s recent decision to walk away from the Oracle data center deal exposes deeper competitive conflicts among major chipmakers.


The Oracle logo is displayed on a mobile phone with the company's branding seen in the background in this photo illustration.

Oracle Says Flagship Data Center Expansion On Track As Investors Brace For Q3 Report 

Investors will closely scrutinize the company’s debt levels and forward-order pipeline amid heightened risks posed by its growing debt pile and heavy reliance on a small group of customers.

Why Is Oracle Stock Rising In Premarket Today?

Investors will closely scrutinize the company’s debt levels and forward-order pipeline amid heightened risks posed by its growing debt pile and heavy reliance on a small group of customers.


<ul class="summary-bullets"><li>OpenAI’s tweak is a net positive for Shopify, Jefferies says.</li><li>Shopify’s AI e-commerce and recent AI investment make it the ‘go-to agent-enablement toolkit for merchants.’</li><li>Stocktwits sentiment for SHOP ‘bearish’ as the stock continues to be under pressure over profit worries.</li></ul>Jefferies believes Shopify, Inc. could benefit from OpenAI’s decision to roll back plans to facilitate checkout within its ChatGPT chatbot, a move that could steer more customers and merchants toward Shopify’s solutions.The Information&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/openai-scales-back-shopping-plans-chatgpt?rc=prcjzy">reported</a> on Wednesday that OpenAI is tweaking its commerce flow to have checkouts take place within specific apps that plug into ChatGPT, rather than allowing users to make purchases directly from product listings that appear in ChatGPT search results.The AI giant had partnered with Etsy, Shopify, and Stripe for the checkout feature, touting it as a major business opportunity when it was announced six months ago.Jefferies said changes in OpenAI checkout reinforce Shopify's competitive position within the agentic commerce ecosystem and highlight the strength of its e-commerce infrastructure, according to Jefferies investor note summarized on The Fly.&nbsp;<h2 class="st-heading-2">Wall Street Mostly Bullish On SHOP</h2>Shopify’s continued investment in AI has positioned it to become the infrastructure layer for agentic commerce and the "go-to agent-enablement toolkit for merchants." The firm raised its price target on SHOP shares to $150 from $125,&nbsp;implying more than 15% upside from the last close, while&nbsp;keeping a ‘Hold’ rating.Currently, 38 of 51 analysts recommend ‘Buy’ or higher on the stock, 12 recommend ‘Hold,’ and one recommends ‘Sell,’ according to Koyfin. Their average price target of 159.51 implies a 22% upside from the last close.<h2 class="st-heading-2">AI Investments Hurting Shopify Profits?</h2>Shopify has delivered consistently strong results in recent quarters, but the stock has come under pressure, partly as investors worry that heavy spending on AI could dent profits amid a broader perception that an AI bubble may be forming.On Stocktwits, the retail sentiment was ‘bearish’ as of early Monday, with some comments forecasting a potential uptick.&nbsp;“$SHOP slowly building momentum. Not explosive but the structure looks much healthier than a few weeks ago,” a retail trader&nbsp;<a href="https://stocktwits.com/EliasKnight_/message/646833003">said</a>.<a href="https://stocktwits.com/symbol/SHOP">Shopify shares</a> are down 19% 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/iren-co-ceo-defends-6b-equity-plan-as-ai-boom-fuels-massive-data-center-spending-likely-to-deliver-outsized-returns/cZdVQMYRIIc">IREN Co-CEO Defends $6B Equity Plan As AI Boom Fuels Massive Data Center Spending: ‘Likely To Deliver Outsized Returns’</a>&nbsp;

The Shopify logo is pictured outside the The Well building on Spadina Ave. in Toronto. Toronto Star/Lance McMillanMay-04-2023 (Lance McMillan/Toronto Star via Getty Images)

Shopify Stock To Rally 15% More? Analyst Sees Boost From OpenAI’s ChatGPT Checkout Rollback

OpenAI is tweaking ChatGPT’s e-commerce flow so that checkouts occur within partner apps plugged into ChatGPT, rather than directly inside the chatbot, as previously planned.

<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>Nvidia assisted with facilitating Meta’s discussions with Crusoe, the developer, as per the report.</li><li>Meta and Crusoe’s talks over the expanded site usage, while ongoing, could still change, as per the report.</li><li>Meanwhile, Oracle and Crusoe’s relationship has also been reportedly fraught over reliability at the site.</li></ul>Oracle Corp. and OpenAI have reportedly shelved their plans to expand an artificial intelligence data center in Abilene, Texas. The deal reportedly collapsed amid drawn-out negotiations over financing as well as OpenAI’s evolving demand forecasts.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-03-06/oracle-and-openai-end-plans-to-expand-flagship-data-center">report</a> from Bloomberg, citing people familiar with the matter, the deal’s end has prompted Meta Platforms (META) to consider taking the planned expansion site on lease.Nvidia Corp. (NVDA) assisted with facilitating Meta’s discussions with Crusoe, the developer, the report added.ORCL shares closed 1.1% lower on Friday. Meanwhile, <a href="https://stocktwits.com/symbol/BE">shares of Bloom Energy</a> Corp. (BE), <a href="https://stocktwits.com/symbol/APLD">Applied Digital Corp.</a> (APLD), and <a href="https://stocktwits.com/symbol/CRWV">CoreWeave Inc.</a> (CRWV) also declined on the news, ending the day over 15%, 10%, and 2% lower, respectively.<h2 class="st-heading-2">Site Details</h2>The AI data center campus in Abilene is part of the U.S. government-announced Stargate project, and the 1,000-acre site is under construction even though many sections are functional, as per the report.In July 2025, Oracle (ORCL) and OpenAI had agreed to a development of up to 4.5 gigawatts of additional Stargate capacity at the site, reportedly deploying Nvidia’s chips. While that deal is still on track, tentative plans to lease out a larger expansion have been shelved, as per the Bloomberg report.After the expansion deal fell through, developer Crusoe had an opening for a tenant. Nvidia stepped in as a measure to keep its own semiconductors on the expanded data center instead of losing out to Advanced Micro Devices Inc. (AMD), according to the people cited in the report. Additionally, Nvidia had reportedly already paid a $150 million deposit for the site and hence began negotiating the deal to bring Meta on board as a tenant.Meta and Crusoe’s talks over the expanded site usage, while ongoing, could still change, as per the report.<h2 class="st-heading-2">Strained Relations</h2>Meanwhile, Oracle and Crusoe’s relationship has also been reportedly fraught over reliability at the site. Bloomberg said that people familiar with the matter had stated that earlier this year, many data center buildings went offline for days on end after winter impacted multiple liquid cooling machinery.However, both companies reportedly told Bloomberg that their relationship was solid and Oracle’s leased data center site was progressing quickly.“We are very proud of our relationship and our progress in bringing capacity online,” Oracle reportedly said in a statement.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/ORCL">ORCL shares</a> jumped from ‘bearish’ to ‘bullish’ territory over the past 24 hours amid ‘low’ message volumes. The ticker was trending on the top position on the platform at the time of writing.Meanwhile, retail sentiment around META shares was in the ‘bearish’ territory amid ‘low’ message volumes.ORCL shares have declined more than 21% this year, while <a href="https://stocktwits.com/symbol/META">META shares</a> have fallen about 0.8% in the same period. Meanwhile, <a href="https://stocktwits.com/symbol/NVDA">NVDA shares </a>have lost about 5% of their value this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/google-to-reportedly-continue-anthropic-deployment-for-non-defense-clients/cZdLaAvRI4e">Google To Reportedly Continue Anthropic Deployment For Non-Defense Clients</a>

Oracle, OpenAI Scrap Texas AI Data Center Expansion Plans; Meta Eyes Site: Report

According to a report from Bloomberg, Oracle and OpenAI’s fallout has created room for Meta to consider leasing the site. 

<ul class="summary-bullets"><li>The Information reported that OpenAI may initially rely on external partners to scale its advertising business, which is still in its early stages.</li><li>The Trade Desk offers a cloud-based platform for ad buyers to create, manage, and use digital advertising campaigns across all advertisement formats and devices.</li><li>Wall Street has a consensus rating of ‘Strong Hold’ on Zeta, according to Koyfin, while The Trade Desk has a consensus ‘Buy’ rating on the stock.</li></ul>Shares of Zeta Global Holdings Corp.&nbsp;slipped nearly 1% in overnight trading and are on track to snap a three-day winning streak on Thursday, as retail investors&nbsp;grow uneasy&nbsp;over reports that&nbsp;Sam Altman’s OpenAI is in talks with rival The Trade Desk to sell ads.Zeta’s shares remain down more than 7% so far this year due to worries of an AI disruption,&nbsp;although last week’s earnings showcased the company’s growth and bet on an AI shift from feature to infrastructure across the enterprise.The Information&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trade-desk-lands-open-ai-as-customer-report-of-early-ad-sales-talks-sends-battered-stock-flying/cZdQOXURId1">reported</a> that OpenAI may initially rely on external partners to scale its advertising business on ChatGPT, which is still in its early stages.&nbsp;<h2 class="st-heading-2">How Are ZETA Retail Traders Reacting?</h2>Retail sentiment on Zeta Global dipped to ‘bearish’ from ‘extremely bullish’ a day ago, with message volumes at ‘low’ levels, according to data from Stocktwits.“OpenAI choosing $TTD over $ZETA tells a lot. You better sell now till its too late,” a bearish user on Zeta on Stocktwits <a href="https://stocktwits.com/ffhvbyes/message/646646185">said</a>.<stembedurl>https://stocktwits.com/ffhvbyes/message/646646185</stembedurl>A user on Stocktwits noted that Zeta needs OpenAI , but not the other way around while The Trade Desk has something that OpenAI does not have. “They are good at something that openAI is not good at,” the user <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/BuyNowUnlimited/message/646642990">said</a>.<stembedurl>https://www.stocktwits.com/BuyNowUnlimited/message/646642990</stembedurl>However, a bullish user <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/ChromeOnTheWheels/message/646632150">said</a> that Zeta will cross The Trade Desk in market value by 2030.<stembedurl>https://www.stocktwits.com/ChromeOnTheWheels/message/646632150</stembedurl><h2 class="st-heading-2">The Trade Desk Vs Zeta Global: What’s The Difference?</h2>The Trade Desk offers a cloud-based platform for ad buyers to create, manage, and use digital advertising campaigns across all advertisement formats and devices. The company helps advertisers automate ad placements and performance measurement for brands, helping them target consumers.On the other hand, the Zeta Marketing Platform uses AI and trillions of consumer signals to make it quicker and easier for marketers to create and maintain customer relationships by delivering personalized experiences.<h2 class="st-heading-2">ZETA Vs TTD: Which Stock Is Wall Street More Bullish On?</h2>Wall Street has a consensus rating of ‘Strong Hold’ on Zeta, according to Koyfin. 11 out of 14 analysts covering the stock rate it ‘Buy’ and three ‘Hold.’ The stock’s average price target on Wall Street is $29.08, implying a 55% upside from its last closing price of $18.76.The Trade Desk has a consensus ‘Buy’ rating on the stock, with 19 out of the 38 analysts rating it ‘Buy’ or higher, 15 rating it ‘Hold’ and four ‘Sell’ or lower. The average price target was $32.95, implying a 30% upside from Wednesday’s closing price of $25.17.Zeta’s forward price-to-earnings (P/E) ratio is currently at 19.7x, compared with The Trade Desk’s 12.2x. <a href="https://stocktwits.com/symbol/ZETA">Shares of Zeta</a> have gained more than 11% in the last 12 months, while <a href="https://stocktwits.com/symbol/TTD">The Trade Desk stock</a> has fallen nearly 63% during the same period.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/anf-aeo-wall-street-favors-this-denim-name-despite-weaker-celebrity-pull/cZdQl0DRIdt">ANF Vs AEO: Wall Street Favors This Denim Name Despite Weaker Celebrity Pull</a>

In this photo illustration, a person holds a smartphone displaying the logo of Zeta Global Holdings Corp. 

ZETA Stock Dips: OpenAI-Trade Desk Deal Buzz Rattles Retail Bulls

Stocktwits sentiment for ZETA dropped from ‘extremely bullish’ to ‘bearish’ in 24 hours, with some traders warning that OpenAI choosing TTD “tells a lot.”

<ul class="summary-bullets"><li>TTD shares rose 9.3% in Wednesday’s after-market session; ad-tech&nbsp;peer AppLovin’s stock also rose.</li><li>Retail traders forecast a sharp rally in TTD stock, which faces&nbsp;the risk of being dropped from the S&amp;P 500 if the deal fructifies.</li><li>OpenAI is also&nbsp;reportedly in talks with other brands, media agencies, and ad tech firms as part of the early ads pilot.</li></ul>OpenAI has held early talks with The Trade Desk to sell ads, and has projected that they could help double consumer ChatGPT revenue this year to $17 billion, The Information reported on Wednesday, citing unnamed sources.<a href="https://stocktwits.com/symbol/TTD">The Trade Desk shares</a> jumped 9.3% in the extended trading session on the report. That comes as a reprieve after the recent software selloff piled further pressure on an already sluggish stock. TTD is down roughly 37% year-to-date as of the last close.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_05_at_7_04_16_AM_png_26ad054745.webp" alt="Screenshot 2026-03-05 at 7.04.16 AM.png" width="703" height="88"><figcaption>TTD sentiment and message volume as of March 4 | Source: Stocktwits</figcaption></figure>TTD was among the top 10 trending tickers on Stocktwits late Wednesday, although the retail sentiment shifted lower to ‘bullish’ from ‘extremely bullish.’ Shares of ad tech peer AppLovin also jumped in 1.6% after The Information&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/openai-held-early-talks-trade-desk-sell-ads?rc=prcjzy">report</a>.<h2 class="st-heading-2">Retail’s View On TTD</h2>“Sounds like a goldmine to me,” a user&nbsp;<a href="https://stocktwits.com/The_Illuminati/message/646629610">said</a>, referring to the potential deal with OpenAI, and forecast the stock rising to $300.Some users also warned of risks. Given the company’s declining market capitalization, some&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/selltime/message/646504585">fear</a> it may be&nbsp;removed from the S&amp;P 500 index. “Board is awful bullish for a stock that is a quarter percent away from being the worst performer in the S&amp;P500 in 2026,”&nbsp;<a href="https://stocktwits.com/jpurdy1/message/646491624">said</a> a user.&nbsp;A company must have a market capitalization of at least $22.7 billion to remain in the benchmark index. The Trade Desk dipped below that last September and currently has a market capitalization of $12.2 billion.Traders also&nbsp;<a href="https://stocktwits.com/tylero2/message/646625986">said</a> that a short squeeze could happen in the company days, given the nearly 10% short interest in the stock, per Koyfi. A short squeeze is a rapid spike in a stock’s price caused when investors who bet against it (short sellers) rush to buy shares to cover their positions, driving the price even higher.<h2 class="st-heading-2">OpenAI’s Ad Push</h2>For OpenAI, which launched ads in ChatGPT in early February, the potential tie-up with The Trade Desk would be a major step in its ad strategy. The Information reported that the AI company plans to initially lean on external partners to help it sell ads and quickly ramp up its business.The Trade Desk offers an automated platform for advertisers to place ads at scale, along with technology to target ads and measure their performance. OpenAI has roughly 910 million users and plans to generate $17 billion in revenue from targeting ads to them.OpenAI is also&nbsp;reportedly&nbsp;in talks with other brands, media agencies, and ad tech firms as part of the early ads pilot, according to the report.<h2 class="st-heading-2">Trade Desk Platform News</h2>On Wednesday, The Trade Desk&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.thetradedesk.com/openttd">unveiled</a> OpenTTD, a platform designed to give advertisers centralized access to data solutions across the company’s ecosystem, including UID2 and OpenPath. The initiative underscores The Trade Desk’s push to position its offerings as an open, interoperable infrastructure layer for the digital advertising industry.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of Trade Desk Inc. (NASDAQ: TTD), on Aug. 7, 2025, in Chongqing, China. 

Trade Desk Lands OpenAI As Customer? Report Of Early Ad Sales Talks Sends Battered Stock Flying

The Information reported that the two companies held discussions as part of OpenAI’s plans to expand its ads significantly this year.

Why TTD Stock Rallied Over 9% In After-Hours Trading Today

The Information reported that the two companies held discussions as part of OpenAI’s plans to expand its ads significantly this year.


<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>Executives from companies including Alphabet, Meta, and OpenAI are expected to attend.&nbsp;&nbsp;</li><li>The pledge is designed to prevent households and small businesses from absorbing higher utility bills due to energy-hungry data centers.</li><li>In June last year, the Trump administration cautioned that U.S. power outages could double by 2030.</li></ul>President Donald Trump is reportedly scheduled to meet on Wednesday at the White House with leaders from major technology companies as his administration pushes for commitments to shield consumers from rising electricity costs linked to the expansion of artificial intelligence.During his&nbsp;State of the Union speech last week, Trump said he has arranged the new ‘Ratepayer Protection Pledge’.<blockquote>“Major tech companies need to provide their own power.&nbsp; They have to build their own plants. They have to produce their own energy.”-Donald Trump, President, United States of America</blockquote><h2 class="st-heading-2">White House Push On Energy Costs</h2>According to a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/sustainability/climate-energy/trump-meet-tech-giants-energy-pledge-ahead-midterms-2026-03-04/">report</a>, executives from companies including Alphabet Inc. (GOOG, GOOGL), parent of Google, Meta Platforms Inc. (META), and OpenAI are expected to attend as Trump formalizes the Ratepayer Protection Pledge on Wednesday.&nbsp;&nbsp;The pledge is designed to prevent households and small businesses from absorbing higher utility bills due to energy-hungry data centers, as cited in the report. The rapid buildout of AI infrastructure has sharply increased electricity demand across the United States.&nbsp;Data centers require vast computing power, placing strain on regional grids. With November midterm elections approaching, energy affordability has become a growing political issue for voters concerned about utility costs, said the report.&nbsp;<h2 class="st-heading-2">Why It Matters?&nbsp;</h2>In June last year, the Trump administration cautioned that U.S. power outages could double by 2030 without new dependable electricity capacity.&nbsp;“If current retirement schedules and incremental additions remain unchanged, most regions will face unacceptable reliability risks within five years,” said the Department of Energy.Trump has urged major tech players to take responsibility for meeting their own energy needs rather than depending solely on public grids.&nbsp;“They can build their own power plants as part of their factory, so that no one’s prices will go up. And in many cases, prices of electricity will go down for the community, and very substantially down,” said Trump in his State of the Union address.&nbsp;GOOGL and META stocks have gained over 77% and 2%, respectively, in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-wix-stock-surge-over-10-pre-market-today/cZd9jiIRI51">Why Did Wix Stock Surge Over 10% Pre-Market Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

U.S. President Donald Trump speaks during a visit to the Fort Bragg U.S. Army base on February 13, 2026 in Fort Bragg, North Carolina. (Photo by Nathan Howard/Getty Images)

GOOGL, META, OPENAI: President Trump Will Reportedly Meet Big Tech Leaders To Launch Ratepayer Protection Pledge

During his State of the Union speech last week, Trump said he has arranged the new ‘Ratepayer Protection Pledge’.

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