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Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines (LUNR) is trending with high anticipation for an imminent NASA Lunar Terrain Vehicle (LTV) contract award, a potential catalyst that the community believes could ignite significant movement. This excitement is fueled by recent analyst upgrades, a broader executive order emphasizing American space superiority, and widespread discussion of a potential short squeeze due to substantial short interest.

Carnival Corp. engages in the operation of cruise ships. It operates through the following business segments: North America and Australia (NAA) Cruise, Europe and Asia (EA) Cruise Operations, Cruise Support, and Tour and Others. The North America and Australia (NAA) Cruise segment includes the Carnival Cruise Line, Holland America Line, Princess Cruises, and Seabourn. The Europe and Asia (EA) Cruise Operations segment consists of AIDA, Costa, Cunard, and P&O Cruises (UK). The Cruise Support segment represents port destinations and private islands for the benefit of its cruise brands. The Tour and Other segment operates hotel and transportation operations of Holland America Princess Alaska Tours. The company was founded in 1972 and is headquartered in Miami, FL.

Carnival Corp. - Ordinary Shares (Paired Stock)

Carnival Corp

Carnival Corp (CCL) is trending due to the highly anticipated reinstatement of its quarterly dividend, coupled with a full-year report detailing record operational performance and investment-grade leverage metrics. The community is overwhelmingly bullish, celebrating this significant turning point as a strong indicator of renewed financial health and a robust outlook for the cruise sector. Despite initial price fluctuations, many investors view this as a clear sign of the company's return to strength and market leadership.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike is trending lower following its recent earnings report, despite beating revenue and EPS estimates. The significant decline is driven by investor concerns over slumping sales in China, reduced profit margins, and the impact of tariffs. The community is actively debating whether the sell-off is an overreaction or a sign of deeper fundamental issues, with many citing market share erosion to competitors and questioning leadership's strategy.

FedEx Corp. is a holding company, which engages in the provision of transportation, e-commerce, business services, and business solutions. It operates through the following segments: FedEx Express, FedEx Freight, Corporate, Other, and Eliminations. The FedEx Express segment offers transportation and delivery services. The FedEx Freight segment refers to freight transportation services to business and residences. The FedEx Services segment includes sales, marketing, information technology, communications, customer service, technical support, billing and collection services, and certain back-office functions that support the company's operating segments. The Corporate, Other, and Eliminations segment is involved in the corporate headquarters costs for executive officers and certain legal and finance functions, as well as certain other costs and credits not attributed to the firm's core business. The company was founded by Frederick Wallace Smith on June 18, 1971, and is headquartered in Memphis, TN.

Fedex Corp

FedEx is trending after a robust Q2 earnings beat and a raised fiscal 2026 outlook, fueled by successful cost-cutting initiatives and improved package volumes. Community sentiment is mixed, with bulls celebrating the strong results and analyst upgrades, while skeptics point to ongoing concerns regarding freight operations, global trade headwinds, and the potential for a "sell the news" reaction. As a key transport bellwether, its performance is closely watched for insights into broader logistics sector health.

WhiteFiber, Inc. provides AI and HPC infrastructure & cloud and data center solutions. It operates through the following segments: Cloud Services and Colocation Services. The Cloud Services segment offers computing services to support generative AI workstreams. The Colocation Services segment provides customers with physical space, power and cooling within the data center facility. The company was founded on August 15, 2024 and is headquartered in New York, NY.

Whitefiber Inc.

WhiteFiber, Inc.

WhiteFiber is trending following a substantial 10-year colocation agreement for its NC-1 AI data center campus, providing significant long-term revenue visibility. This major deal for AI infrastructure capacity is driving considerable community discussion, with investors highlighting the company's position in a rapidly expanding sector amidst high demand for compute power. Market participants are anticipating enhanced growth and potential for notable stock movement.

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 following its announcement of joining the U.S. Department of Energy's Genesis Mission, positioning it as a key AI infrastructure provider for government and research. This partnership is fueling strong bullish sentiment within the community, with many anticipating significant future contracts and a potential short squeeze, while others remain wary of insider selling and previous debt-related concerns. The broader AI sector's performance and recent analyst upgrades further contribute to the lively discussion around its immediate trajectory.

Amicus Therapeutics, Inc. is a biotechnology company, which focuses on discovering, developing, and delivering medicines for people living with metabolic diseases. Its product portfolio includes first and only approved oral precision medicine for people living with Fabry disease who have amenable genetic variants, a novel, clinical-stage, treatment paradigm for Pompe disease and a rare disease gene therapy portfolio. The company was founded by John Francis Crowley on February 4, 2002 and is headquartered in Princeton, NJ.

Amicus Therapeutics Inc

Amicus Therapeutics ($FOLD) is the subject of widespread discussion following BioMarin Pharmaceutical's announced acquisition for approximately $4.8 billion in cash. The community is reacting strongly, with many celebrating the substantial premium while others voice disappointment, believing the company was acquired for an undervalue. This significant rare disease biotech buyout highlights ongoing M&A trends within the sector.

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

DraftKings is actively discussed following the launch of its new Predictions platform, marking a strategic expansion into the evolving digital wagering landscape. The community is weighing its market share potential against intensifying competition, while also noting strong recent sports betting performance in key states and increasing regulatory actions against unlicensed prediction market operators. This combination of new product offerings, favorable market dynamics, and a strong operational quarter is driving renewed investor interest.

Starfighters Space Inc

Starfighters Space Inc (FJET) is trending due to its recent IPO, which saw its shares experience significant upward movement, largely attributed to its unique position as the sole commercial entity operating sustained Mach 2 supersonic flights from NASA's Kennedy Space Center. The community is actively discussing the stock's high volatility and trading halts, with many touting its potential as a groundbreaking aerospace player, though some caution about its microcap status and perceived lack of detailed financial transparency.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with Mobility Drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, or taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting Carriers with Shippers on its platform, and gives Carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Uber is actively discussed amidst investor apprehension regarding the long-term disruptive potential of autonomous vehicles from competitors like Waymo and Tesla, alongside concerns from an expanded FTC lawsuit. Despite these pressures, the community highlights Uber's strong financial performance, global platform leadership, and strategic autonomous partnerships as reasons for optimism, with many viewing the current price as a significant buying opportunity.

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<ul class="summary-bullets"><li>The Tesla CEO had stated that people like Sanders lack ‘any sense of adventure’ and they are essentially ‘cowards.’</li><li>Musk has stated several times that work might become optional in the future as AI's role in everyday life grows.</li><li>The S&amp;P 500 benchmark has gained over 15% this year, fueled by investor optimism surrounding AI and related spending.</li></ul>U.S. Senator Bernie Sanders has poked holes in billionaire entrepreneur Elon Musk’s vision of achieving “universal high income” and “eliminating poverty” through AI, raising concerns about job losses.In a video <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/SenSanders/status/2001819565735784916">posted</a> on Musk’s social media platform X, Sanders said, “How will this utopia come about if young people can't find the entry-level jobs that used to exist and they are unemployed without income?”The latest jab at Musk and other billionaires came after Sanders <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/SenSanders/status/2001057004370948131">called</a> for a "moratorium" on new data center construction over fears that unregulated AI would lead to millions of job losses. In response, the Tesla CEO had stated that people like Sanders lack “any sense of adventure” and are essentially “cowards.”“I look forward to hearing about how you and your other oligarch friends are going to provide working people with the magnificent life that you promise,” Sanders, the independent senator from Vermont, said on Thursday.<h2 class="st-heading-2">Musk’s Vision</h2>Musk has <a href="https://stocktwits.com/news-articles/markets/equity/elon-musk-and-robinhood-s-vlad-tenev-agree-on-the-future-of-work-but-are-deeply-divided-on-the-future-of-money/cLPA9JuRE9l">stated</a> several times that work might become optional in the future as AI's role in everyday life grows. “It’ll be like playing sports or a video game … you can go to the store and just buy some vegetables, or you can grow vegetables in your backyard. It’s much harder to grow vegetables in your backyard, but some people still do because they like growing vegetables,” he stated last month.Musk, whose company expects to build a million humanoid Optimus robots within the next year, said that if there are continued improvements in AI and robotics, money would become “irrelevant” at some point.<h2 class="st-heading-2">AI-Driven Rally</h2>The S&amp;P 500 benchmark has gained over 15% this year, on course to notch its third straight year of gains. Much of this rally has been fueled by investor optimism surrounding AI and related spending. NVIDIA, whose chips are essential to advanced computing, became the first company to reach $5 trillion in valuation this year. Gen AI startups such as OpenAI and Anthropic have also achieved lofty valuations. Retail sentiment on Stocktwits about the <a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF Trust</a> was still in the ‘bearish’ territory at the time of writing.Despite a slowdown in Tesla vehicle sales, the stock has gained nearly 24%, reaffirming investor confidence in Musk’s leadership as the company deepens its investment in artificial intelligence and robotics.Tesla shareholders also approved a record $1 trillion pay package for Musk that requires Tesla to meet ambitious operational and financial milestones, including 20 million vehicle deliveries, 10 million active FSD subscriptions, 1 million Optimus robots, and 1 million robotaxis in commercial service.<h2 class="st-heading-2">Robinhood CEO Throws A Solution</h2>Vlad Tenev, the CEO of retail trading platform Robinhood, also took part in the debate. He argued that giving retail investors a slice of privately held AI companies could alleviate some concerns.“People worry AI will take their jobs and give them nothing back. If we don't act accordingly, they will push back harder and harder against AI acceleration,” Tenev said. “Give them a stake in the leading AI companies, and they'll become supporters and defenders.”Stocks in large, privately owned companies like OpenAI and SpaceX are typically not accessible to everyday investors, as these firms independently decide who can purchase stakes. When Robinhood began offering OpenAI tokens, the Sam Altman-headed startup distanced itself from the offerings. Robinhood sees tokens of private companies as a key component of its efforts to bolster sales.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/nike-comeback-isnt-a-sprint-china-is-turning-it-a-marathon/cLeinW4RErs">Nike’s Comeback Isn’t A Sprint — China Is Turning It Into A Marathon</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 Ranking member Sen. Bernie Sanders (I-VT) speaks during a hearing with the Senate Committee on Health, Education, Labor, and Pensions in the Dirksen Senate Office Building on September 17, 2025 in Washington, DC. 

Bernie Sanders Has Questions For Elon Musk And His 'Fellow Oligarchs' About How AI, Robotics Will Bring Utopia To The World

The latest jab at Musk and other billionaires came after Sanders called for a "moratorium" on new data center construction over fears that unregulated AI would lead to millions of job losses.

Equity

<ul class="summary-bullets"><li>The fundraising effort is still reportedly at an early stage, with timing, terms, and investor demand yet to be finalized.</li><li>Major backers and partners are being tapped as OpenAI looks to diversify funding beyond existing relationships.</li><li>The push reflects the rising cost and intensity of competition in building and running advanced AI systems.</li></ul>OpenAI is reportedly seeking to raise up to $100 billion to fund its expansion, a round that could value the company at as much as $830 billion if completed in full.The fundraising is still in early stages and could close by the end of the first quarter at the earliest, though terms and investor demand remain uncertain, according to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/tech/ai/openais-new-fundraising-round-could-value-startup-at-as-much-as-830-billion-93de9f7c">report</a> by The Wall Street Journal.<h2 class="st-heading-2">Deep Pockets Fuel OpenAI’s Growth Plans</h2>OpenAI needs large amounts of capital to train and deploy advanced AI models and remain competitive and is also reportedly&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/openai-ipo-could-be-the-biggest-ever-aiming-for-a-whopping-1-trillion/cLGFXW3R3D9">weighing a potential initial public offering</a>.SoftBank agreed earlier this year to invest $30 billion in OpenAI and sold its $5.8 billion Nvidia stake to fund the bet. OpenAI is expected to secure the remaining $22.5 billion of SoftBank’s planned financing by year-end.The company has also signed recent agreements, including a content-licensing deal and a $1 billion investment from Disney, and is expected to seek additional funding from sovereign wealth funds, having previously raised capital from UAE-based MGX.<h2 class="st-heading-2">‘Code Red’ Focus As Competition Heats Up</h2>Earlier this month, CEO Sam Altman&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/facing-gemini-surge-open-ai-scrambles-to-overhaul-chat-gpt-report/cLIaK1BRE0F">declared a “code red,”</a> directing staff to focus on improving ChatGPT after Alphabet’s Google released a model that outperformed OpenAI’s software on several benchmarks.OpenAI Chief Research Officer Mark Chen said the company has made similar moves before to concentrate resources on core priorities. Since then, OpenAI has rolled out updates to ChatGPT, including a new model designed to improve performance in coding and science tasks, along with a new image-generation model, according to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-12-18/openai-has-declared-code-red-multiple-times-executive-says">report</a>.<h2 class="st-heading-2">Massive Infrastructure Bet&nbsp;</h2>OpenAI has committed to spending $1.4 trillion on infrastructure over the next eight years and is expected to burn more than $200 billion in cash through 2030, according to people familiar with its plans.The fundraising effort follows a wave of interconnected AI deals, including a reported&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amazon-said-to-be-weighing-10b-investment-in-open-ai/cLeOJXxREpq">$10 billion Amazon investment</a> tied to the use of Amazon’s Trainium chips, as OpenAI works to diversify its computing partners beyond Microsoft. Partners such as Oracle and CoreWeave have seen their market values fall in recent months amid concerns over financing risks tied to large-scale data-center buildouts.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment for OpenAI was ‘bearish’ amid ‘extremely high’ message volume.<figure class="image"><img style="aspect-ratio:960/159;" src="https://news.stocktwits-cdn.com/openai_ss_png_3471b11e16.webp" alt="openai ss.png" width="960" height="159"><figcaption>OPENAI sentiment and message volume as of December 18| Source: Stocktwits</figcaption></figure>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, the OpenAI ChatGPT (Chat GPT) logo is seen displayed on a smartphone screen. 

OpenAI Chases $100B War Chest At $830B Valuation To Fuel Costly AI Expansion: Report

The fundraising push follows an internal “code red” shift as OpenAI redirects resources toward strengthening ChatGPT amid intensifying competition.

<ul class="summary-bullets"><li>The initiative aims to integrate AI with national lab supercomputing to accelerate research and innovation.</li><li>OpenAI and Nvidia will support collaboration between government, industry, and scientific institutions.</li><li>The effort reflects a broader U.S. push to strengthen leadership in advanced computing and energy technologies.</li></ul>OpenAI and Nvidia have joined U.S. President Donald Trump’s Genesis Mission, a sweeping public-private effort to put AI at the centre of U.S. scientific research and energy innovation, as Washington ramps up efforts to secure technological edge.The Department of Energy said companies including OpenAI, Nvidia, Microsoft, Google, Amazon Web Services, Oracle, AMD, Intel, Dell Technologies, Hewlett Packard Enterprise, IBM, Palantir and others have signed memorandums of understanding or expressed interest in collaborating on the initiative, which aims to accelerate scientific discovery through large-scale AI and supercomputing.<h2 class="st-heading-2">White House And DOE Launch Public-Private AI Push</h2>The White House said a meeting between industry participants, Energy Secretary Chris Wright, DOE Under Secretary for Science and Genesis Mission Director Dario Gil, and White House Office of Science and Technology Policy Director Michael Kratsios helped formally launch the public-private partnerships underpinning the initiative.Michael Kratsios, Assistant to the President and OSTP Director, said the 24 research partnerships announced so far represent an initial phase of a broader national effort to bring companies, universities, non-profits and federal agencies into a shared AI-driven research platform.<h2 class="st-heading-2">What The Genesis Mission Seeks To Do</h2>Inspired by the Apollo programme,&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-s-new-genesis-mission-may-hand-ai-stocks-a-much-needed-boost/cL5c6mSREQz">the Genesis Mission</a> is a nationwide effort to speed scientific breakthroughs by combining AI with the computing power of U.S. national laboratories.&nbsp;The Department of Energy has been tasked with integrating “world-class supercomputers and datasets into a unified, closed-loop AI platform” that can automate experiment design, accelerate simulations and generate predictive models. The effort is expected to involve coordination with agencies including the National Science Foundation, the National Institute of Standards and Technology and the National Institutes of Health.<h2 class="st-heading-2">OpenAI Expands Work With National Laboratories</h2>OpenAI said the agreement builds on its existing work with DOE national laboratories, where its AI models have already been deployed in research environments. The company has worked directly with scientists on high-impact problems, deployed advanced reasoning models on the Venado supercomputer at Los Alamos National Laboratory, and convened large-scale collaborations such as a “1,000 Scientist AI Jam Session” across multiple labs.Kevin Weil, vice president of OpenAI for Science, said the collaboration would help researchers explore ideas, test hypotheses faster and move more quickly from insight to validated results.<h2 class="st-heading-2">Nvidia Brings Supercomputing&nbsp;</h2>Nvidia said its participation in the Genesis Mission builds on recent collaborations with the DOE, including work with Oracle to build the department’s largest supercomputer for scientific research at Argonne National Laboratory. The company also said it will support additional systems at Argonne and Los Alamos to expand the use of accelerated computing across the national lab network.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment was ‘bearish’ across OpenAI and Nvidia, with ‘low’ message volume for Nvidia and ‘extremely high’ message volume for OpenAI.<a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> has risen 30% so far in 2025.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo, the Nvidia and OpenAI logos appear on a smartphone reflecting an abstract illustration representing data flows.  (Photo by Samuel Boivin/NurPhoto via Getty Images)

OpenAI, Nvidia Join Trump’s ‘Genesis Mission’ To Power AI-Driven Science And Energy

The agreements set up a framework for coordination on future AI and computing projects led by the DOE.

<ul class="summary-bullets"><li>Major public universities, including Arizona State University and the California State University system, have purchased licenses.</li><li>Data from 20 campuses indicates ChatGPT was used more than 14 million times in September 2025.</li><li>Copyleaks’ 2025 AI in Education Trends suggests ChatGPT dominates usage at 74%, followed by Google Gemini (43%).</li></ul>OpenAI has reportedly established its presence on U.S. college campuses, making ChatGPT a prominent tool for students and faculty despite initial administrative skepticism toward AI technology.&nbsp;According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-12-18/schools-ink-chatgpt-copilot-deals-with-students-embracing-ai">report</a>, OpenAI has sold over 700,000 ChatGPT licenses to approximately 35 public universities, allowing students and staff access for tasks such as writing, research, and data analysis.<h2 class="st-heading-2">OpenAI Vs. Microsoft&nbsp;</h2>The adoption reflects a growing trend among universities to integrate AI into everyday learning and administrative tasks.In contrast to OpenAI, Microsoft Corp. (MSFT) has experienced more limited uptake of its Copilot tool, with faculty usage exceeding student adoption, the report said. Data from 20 campuses indicates ChatGPT was used more than 14 million times in September 2025, with each user averaging 176 interactions.&nbsp;According to the report, prominent public universities, including Arizona State University and the California State University system, have purchased licenses to ensure all students and staff have access, often at deep discounts compared to standard pricing.On Stocktwits, retail sentiment around OpenAI was ‘bearish’ with ‘extremely high’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:931/108;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_18_080809_png_1b67ca4132.webp" alt="OpenAIs Sentiment Meter and Message Volume as of 08:00 a.m. ET on Dec. 18, 2025 | Source: Stocktwits" width="931" height="108"><figcaption>OpenAIs Sentiment Meter and Message Volume as of 08:00 a.m. ET on Dec. 18, 2025 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Campus Integration&nbsp;</h2>According to Copyleaks’ 2025 AI in Education Trends&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://copyleaks.com/blog/ai-in-action-2025-student-ai-usage-report">report</a>, students are increasingly integrating AI into daily learning, using it for tasks ranging from brainstorming to solving complex problems.Nearly 90% of U.S. school students report using AI for schoolwork, with 29% relying on it daily and 24% several times per week. Usage is rising, with 73% saying they engage with AI more frequently this year than last, signaling ongoing growth rather than plateauing adoption.The report said ChatGPT dominates usage at 74%, followed by Google Gemini (43%), Grammarly/GrammarlyGO (38%), Microsoft Copilot (29%), Claude (25%), and Perplexity (16%).According to the Bloomberg report, Google’s Gemini AI and Microsoft Copilot are expanding their campus presence, but ChatGPT currently enjoys the largest student adoption.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/djt-to-merge-with-tae-technologies-targeting-first-utility-scale-fusion-plant-in-2026/cLegnE4REAm">DJT To Merge With TAE Technologies In $6B Deal, Targeting First Utility-Scale Fusion Plant In 2026</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

An illustration photo shows the OpenAI logo displayed on a smartphone with the Microsoft logo in the background in Chongqing, China on August 27, 2025. (Source: CFOTO/Future Publishing via Getty Images)

OpenAI’s ChatGPT Outpaces Microsoft Copilot In US Campus Adoption: Report

According to a Bloomberg report, OpenAI has sold over 700,000 ChatGPT licenses to approximately 35 public universities, allowing students and staff access for tasks such as writing, research, and data analysis.

<ul class="summary-bullets"><li>DeSantis will now lead a wider organization responsible for driving its AI models, silicon development and quantum computing.</li><li>Jassy said in the message that the reorganization of its AGI segment under a wider organization is because he believes “we are at this inflection point with several of our new technologies.”</li><li>DeSantis will report directly to Jassy.</li></ul>Amazon.com on Wednesday announced the appointment of company veteran Peter DeSantis to lead a new organization that drives most of its AI development efforts following the exit of Rohit Prasad.Prasad, who joined Amazon in 2013, has decided to leave the company at the end of the year, CEO Andy Jassy said in a message to employees. Prasad was heading the company’s artificial general intelligence unit.DeSantis will now lead a wider organization responsible for driving its AI models, silicon development and quantum computing. He has been with the company for over 27 years and heads the AWS Infrastructure team. “With our Nova 2 models just launched at re:Invent, our custom silicon growing rapidly, and the advantages of optimizing across models, chips, and cloud software and infrastructure, we wanted to free Peter up to focus his energy, invention cycles, and leadership on these new areas,” Jassy said.Jassy said in the message that the reorganization of its AGI segment under a wider organization is because he believes “we are at this inflection point with several of our new technologies.”<h2 class="st-heading-2">Amazon’s AI Efforts</h2>Amazon has released its own AI foundation model called Nova to up its game in the AI race against OpenAI and Google. It is also making AI chips called Trainium to compete with Nvidia.Earlier this week, The Information <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://Nvidia, SMCI, Broadcom Slide As Amazon-OpenAI Talks Stoke Fears — Fund Manager Sees Buying Opportunity">reported</a> that Amazon is in talks to invest as much as $10 billion in OpenAI and that a key part of the agreement would be for OpenAI to use Amazon Web Services' (AWS) Trainium chips.“With the foundation that’s been built, the traction we’re seeing, and Peter’s leadership bringing unified focus to these technologies, we’re well-positioned to lead and deliver meaningful capabilities for our customers. I’m excited about what this team will build and how these foundational technologies will help shape Amazon’s future,” Jassy said. DeSantis will report directly to Jassy.The CEO added that co-founder of Covariant Pieter Abbeel will now lead the company's team that builds the base model called the frontier model research team while continuing his ongoing work with the robotics team. Covariant was acquired by Amazon in 2024.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around AMZN jumped from ‘bearish’ to ‘neutral’ territory over the past 24 hours, while message volume remained at ‘normal’ levels.<a href="https://stocktwits.com/symbol/AMZN">AMZN stock</a> has gained 2% this year and dropped by about 4% over the past 12 months.&nbsp;Also See: <a href="https://stocktwits.com/news-articles/markets/equity/medline-stock-soars-in-debut-as-medical-supply-giant-seals-2025-s-biggest-ipo/cLeOYHLREqx">Medline Stock Soars In Debut As Medical Supply Giant Seals 2025’s Biggest IPO</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

In this photo illustration, the Amazon logo is seen displayed on a smartphone with an Artificial intelligence (AI) chip and symbol in the background. (Photo Illustration by Budrul Chukrut/SOPA Images/LightRocket via Getty Images)

Amazon Names New Chief To Drive AI Development After Rohit Prasad’s Exit

Prasad, who joined Amazon in 2013, has decided to leave the company at the end of the year, Andy Jassy said in a message to employees.

<ul class="summary-bullets"><li>Amazon is reportedly eyeing a $10 billion investment in OpenAI, with the deal including OpenAI's use of its Trainium chip.</li><li>The development is only the last in a series investment-cum-barter deals in the AI industry, which critics say are artificially propping up valuations and leading to concentration risk.</li><li>OpenAI and Nvidia have built a tightly interlinked web, acting as investors and customers across major AI and cloud companies.</li></ul>Amazon.com Inc. is reportedly eyeing a $10 billion investment in OpenAI in a deal that would see the AI heavyweight use Amazon’s Trainium chip for specific workloads – in what would be the latest in a series of investment-cum-barter trades that are collectively fueling the AI industry.Not only have AI deals surged this year, but they also exhibit worrying characteristics: infrastructure suppliers, cloud providers, and AI companies are increasingly investing in one another while simultaneously transacting billions of dollars in goods and services.<h2 class="st-heading-2">A Financial Ouroboros</h2>These transactions are known as “circular deals.” They prop up revenue and valuations for the parties involved but also create a financial ouroboros&nbsp;(a symbol depicting a snake eating its own tail) in which the same capital flows around, binding the fates of numerous companies – and, in this case, ratcheting up the risks of an AI bubble. It’s great uptill the trends point upwards, but can create ripple effects across the market during a slowdown.The Amazon deal report follows Amazon Web Services' signing of a cloud deal with OpenAI. Amazon is one of the most prominent investors in OpenAI rival Anthropic, the firm behind the Claude AI bot, and a cloud vendor to dozens of AI companies.<h2 class="st-heading-2">Most Deals Link Back To Nvidia, OpenAI&nbsp;</h2>The most prominent signal of the AI bonhomie came in October when Nvidia said it was investing $100 billion in OpenAI, which would then, in return, purchase Nvidia chips. In the same week, OpenAI struck a similar deal with Nvidia rival Advanced Micro Devices, prompting a spike in AMD stock, and a separate $300 billion deal with Oracle to build out data centers in the U.S.&nbsp;Oracle, in turn, is spending billions on Nvidia chips for those facilities, funneling capital back to Nvidia, which is emerging as one of OpenAI’s most prominent backers.&nbsp;According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/features/2025-10-07/openai-s-nvidia-amd-deals-boost-1-trillion-ai-boom-with-circular-deals">analysis</a>, the circular investments could be traced back to two leading companies: Nvidia and OpenAI.&nbsp;<figure class="table" style="width:100%;"><table class="ck-table-resized"><colgroup><col style="width:28.46%;"><col style="width:71.54%;"></colgroup><tbody><tr><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;vertical-align:bottom;">Relationship&nbsp;</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;vertical-align:bottom;">Description</td></tr><tr><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;vertical-align:bottom;">Nvidia and OpenAI</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;vertical-align:bottom;">Nvidia agrees to invest up to $100 billion in OpenAI.</td></tr><tr><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;vertical-align:bottom;">OpenAI and Oracle</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;vertical-align:bottom;">OpenAI inks a $300 billion cloud deal with Oracle.</td></tr><tr><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;vertical-align:bottom;">Nvidia and CoreWeave</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;vertical-align:bottom;">Nvidia buys $6.3 billion of cloud services from CoreWeave.</td></tr><tr><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;vertical-align:bottom;">OpenAI and CoreWeave</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;vertical-align:bottom;">OpenAI to pay CoreWeave as much as $22.4 billion.</td></tr><tr><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;vertical-align:bottom;">OpenAI and AMD</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;vertical-align:bottom;">OpenAI agrees to deploy billions of dollars worth of AMD chips.</td></tr><tr><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;vertical-align:bottom;">US and Intel</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;vertical-align:bottom;">US takes a 10% stake in Intel using CHIPS Act funding.</td></tr><tr><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;vertical-align:bottom;">Nvidia and Intel</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;vertical-align:bottom;">Nvidia invests $5 billion in Intel and plans to co-develop chips.</td></tr><tr><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;vertical-align:bottom;">US and Nvidia</td><td style="border:0.75pt solid #000000;padding:1pt 1pt 5pt;vertical-align:bottom;">US takes a 15% cut of Nvidia and AMD's chip sales to China</td></tr></tbody></table></figure>Source: Bloomberg Note: The table is not exhaustive. Reducing its reliance on its chief investor, Microsoft, OpenAI has struck computing deals totaling billions of dollars with Nvidia, AMD, Oracle, Broadcom, and CoreWeave.&nbsp;Nvidia has invested in about 50 AI companies last year and is on track to surpass that number this year, according to Bloomberg. The chip designer owns an over 5% stake in CoreWeave, one of the breakout successes on Wall Street this year, and has committed to a $6.3 billion "backstop" agreement, guaranteeing it will purchase any unsold cloud capacity through 2032.&nbsp;<h2 class="st-heading-2">Oracle Showing Stress Signs</h2>OpenAI is also an investor in CoreWeave, while Nvidia is planning to invest in Elon Musk’s xAI. All of these investment deals involve sales of cloud services.Now, AI companies are hitting the debt markets. OpenAI and xAI are reportedly tapping Wall Street banks to finance their grand infrastructure plans.Speaking of the Nvidia-OpenAI deal, Bernstein Research analyst wrote in a recent note that, “The action will clearly fuel ‘circular’ concerns.” For one, the concerns have hit Oracle, whose stock crashed last week after its recent quarterly report showed negative cash flow, high debt, and&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/behind-oracle-s-ai-boom-lies-a-balance-sheet-time-bomb/cLIxGYWREVD">concentration risk</a>.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The illustration photo shows Amazon logo in a smartphone with OpenAI logo in the background. Amazon is reportedly eyeing an investment in OpenAI. (Photo credit should read CFOTO/Future Publishing via Getty Images)

AI’s Web Of Circular Deals May Just Get Bigger: Amazon Said To Be Weighing $10B Investment In OpenAI

Critics argue that such “circular deals” artificially inflate revenues and valuations, heightening concerns about the risk of an AI bubble.

<ul class="summary-bullets"><li>Mattel and OpenAI announced a collaboration in June to support AI-powered products and experiences.</li><li>Mattel didn't clarify in June whether the first product would be a toy or an experience.</li><li>The toymaker reportedly told Axios that it sees AI as a complement to, rather than a &nbsp;replacement for, traditional play.</li></ul>Barbie-maker Mattel has reportedly postponed the unveiling of its first product with ChatGPT-owner OpenAI past the upcoming holiday. &nbsp;Mattel and OpenAI announced a collaboration in June to support AI-powered products and experiences. Their first product, of a series of products and experiences emphasising privacy and safety, was slated to be announced this year.Mattel didn't clarify in June whether the first product would be a toy or an experience. However, in July, the company said that, “AI has the power to expand on our mission and broaden the reach of our brands in new and exciting ways.”<h2 class="st-heading-2">Delays And New Timeline</h2>The toymaker <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.axios.com/2025/12/15/mattel-openai-toys-kids">confirmed</a> to Axios on Monday that the company will not hit its original target of announcing a product in 2025. "We don't have anything planned for the holiday season," an OpenAI representative reportedly told Axios.When the first product does arrive, it will be aimed at older customers and families, the company said, while adding that OpenAI's developer interface only supports those 13 and older. Mattel also reportedly told Axios that it sees AI as a complement to, rather than a &nbsp;replacement for, traditional play.<h2 class="st-heading-2">Concerns Over AI And Teenagers</h2>Axios also highlighted that the delay comes amid greater scrutiny of AI’s interactions with teens. Last month, OpenAI argued that it is not liable for the death of 16-year-old Adam Raine after his parents sued the company and its CEO Sam Altman, NBC News reported. The parents accused the company of wrongful death alleging that a ChatGPT version discouraged Raine, who died by suicide in April 2025, from seeking mental health help.“We have safeguards in place to help people, especially teens, when conversations turn sensitive. We continue improving ChatGPT’s training to recognize and respond to signs of mental or emotional distress, de-escalate conversations, and guide people toward real-world support," OpenAI said in a blog post in November.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around MAT stayed within the ‘bullish’ territory over the past 24 hours, while message volume remained at ‘normal’ levels.<a href="https://stocktwits.com/symbol/MAT">MAT stock</a> has gained 15% this year and by about 8% over the past 12 months.&nbsp;Also See: <a href="https://stocktwits.com/news-articles/markets/equity/walmart-target-face-fda-heat-after-recalled-baby-formula-tied-to-infant-botulism-found-in-stores/cLe4QUcREot">Walmart, Target Face FDA Heat After Recalled Baby Formula Tied To Infant Botulism Found In Stores</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Mattel Inc. offices in the Los Angeles area community of El Segundo, California. (Photo by David McNew/Getty Images)

Mattel’s OpenAI Product Launch Slips Beyond Holiday 2025 As Toymaker Takes Cautious Approach To AI: Report

The toymaker confirmed to Axios on Monday that the company will not hit its original target of announcing a product in 2025.

<ul class="summary-bullets"><li>Oracle and OpenAI struck a $300 billion contract in September, with the former agreeing to build out data centers with a total capacity of 4.5 gigawatts.</li><li>Oracle CEO Clay Magouyrk stated during the company’s second-quarter earnings call that work at its supercluster in Abilene, Texas, is on track.</li><li>He revealed that Oracle had already delivered 96,000 Nvidia Grace Blackwell GB200 chips at the facility.</li></ul>Oracle Corp. (ORCL) shares were in the spotlight on Friday after the timeline for some of the data centers that it is building for its Project Stargate partner, OpenAI, has reportedly been pushed back to 2028 from 2027.According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-12-12/some-oracle-data-centers-for-openai-delayed-to-2028-from-2027">report</a> citing people familiar with the matter, the delay in the data center buildout is due to labor and material constraints.This comes amid&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/oracle-shares-falls-on-q2-revenue-miss-orcl-stock-price-target-cut/cLIxBccREn3">concerns</a> around the timing mismatch in Oracle’s artificial intelligence buildout expenses and revenue conversion.<a href="https://stocktwits.com/symbol/ORCL">Oracle shares</a> were down nearly 6% in Friday morning’s trade. Retail sentiment on Stocktwits around Oracle trended in the ‘extremely bullish’ territory, while users felt ‘bearish’ about OpenAI at the time of writing.<h2 class="st-heading-2">OpenAI Contract</h2>Oracle and OpenAI struck a $300 billion contract in September, with the former agreeing to build out data centers with a total capacity of 4.5 gigawatts.Oracle CEO Clay Magouyrk stated during the company’s second-quarter (Q2) earnings call that work at its supercluster in Abilene, Texas, is on track. Magouyrk revealed that Oracle had already delivered 96,000 Nvidia Corp. (NVDA) Grace Blackwell GB200 chips at the facility.“Our unique combination of infrastructure and applications differentiates us from other hyperscalers. We have ambitious, achievable goals for capacity delivery worldwide,” he said, adding that Oracle handed over nearly 400 megawatts in data center capacity to its customers in the previous quarter.<h2 class="st-heading-2">Accelerating Pace Of Delivery</h2>The Oracle CEO also added that the company is continuing to accelerate the pace of delivery of data center capacity.He also stated that the demand for AI infrastructure across training and inference remains strong.On Thursday, analysts cut their price targets on ORCL stock following the company’s mixed Q2 performance. BofA Securities analysts pointed to a timing mismatch between Oracle’s AI buildout expenses and revenue conversion.While Oracle’s cloud infrastructure revenue grew 68% year-on-year to $4.1 billion, and its capital expenditure rose to $12 billion, which was $4 billion higher than analyst estimates.<a href="https://stocktwits.com/symbol/ORCL">ORCL stock</a> is up 12% year-to-date and 7% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/what-is-trump-core-5-club/cLIClXPREFH">Trump’s ‘Core 5’ Club Raises Eyebrows: New Supergroup Reportedly Leaves Out European Allies, Includes China And Russia</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Oracle Stock Draws Investor Attention After Buildout Of Some Data Centers For OpenAI Reportedly Pushed to 2028

According to a Bloomberg report citing people familiar with the matter, the delay in the data center buildout is due to labor and material constraints.

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

Ten Years Of OpenAI In 10 Charts

OpenAI says it’s “almost certain” we’ll build superintelligence in the next ten years.

<ul class="summary-bullets"><li>Disney becomes Sora’s first content-licensing partner and invests $1B in OpenAI, gaining AI capabilities and future equity rights.</li><li>OpenAI gets funding relief amid massive projected losses; Disney seeks engagement&nbsp;boost across streaming and parks.</li><li>Disney shares remain muted, up just 0.5% YTD, with retail sentiment still bearish.</li></ul>The Mouse House has&nbsp;finally jumped on the artificial intelligence (AI) bandwagon, teaming up with the technology’s ‘OG’ innovator, OpenAI. The moot point is whether this partnership is&nbsp;a substantial “win-win” opportunity or merely a headline-grabbing alignment.At least, investors have taken the news positively,&nbsp;as seen from the&nbsp;<a href="https://stocktwits.com/symbol/DIS">Disney stock</a> rising 2.4% on Thursday.<h2 class="st-heading-2">Disney’s Deal Snippets</h2>-Disney becomes Sora’s first content licensing partner, as part of a three-year contract.-Based on user prompts, Sora can now generate videos, drawing from a set of over 200 characters from Disney, Marvel, Pixar, and Star Wars.-Disney becomes&nbsp;an&nbsp;OpenAI customer (will use OpenAI’s APIs to build new products, tools, and experiences, and deploys ChatGPT to its employees).The highlight of the deal terms is a $1 billion investment Disney has agreed to make in&nbsp;<a href="https://stocktwits.com/symbol/OPENAI">OpenAI</a>, which&nbsp;is currently raking up mammoth losses. It would also receive warrants that can be used to purchase additional equity.<h2 class="st-heading-2">Win-Win Or It So Seems?</h2>Walt Disney CEO Bog Iger was upbeat about the&nbsp;partnership. Speaking on CNBC’s Squawk on the Street on Thursday, he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/12/11/disney-open-ai-iger-altman.html">said</a> the company’s $1 billion equity investment is a “way-in” to AI,&nbsp;and&nbsp;would have a potential long-term impact&nbsp;at Disney.<blockquote>“We want to participate in what Sam is creating, what his team is creating…We think this is a good investment for the company.”</blockquote>For OpenAI, the $1 billion&nbsp;cheque –&nbsp;and future&nbsp;potential investments by Disney –&nbsp;are only a drop in the bucket.&nbsp;It is burdened by massive losses stemming from&nbsp;its&nbsp;huge investment in training AI models and the&nbsp;supporting cloud infrastructure.HSBC estimates that OpenAI is on track to incur losses at least until 2030, according to a Financial Times report.&nbsp;Losses are seen increasing from $17.72 billion in 2025, peaking at over $108 billion in 2029, and narrowing to $77 billion in 2030.<figure class="image"><img style="aspect-ratio:600/371;" src="https://news.stocktwits-cdn.com/Open_AI_s_Estimated_Losses_in_Billions_png_aa6dca42de.webp" alt="OpenAI's Estimated Losses (in Billions).png" width="600" height="371"></figure>HSBC data source via Financial TimesIn any case, a partnership and investment with a media group as iconic as Disney is a welcome development for OpenAI.At a time when the media and entertainment industry is undergoing a significant consolidation, this AI trump card&nbsp;with Disney could serve it well in the near term. Theater attendances are yet to return to pre-pandemic levels, and its streaming business&nbsp;faces&nbsp;cutthroat competition. The AI-generated content may help reinvigorate engagement on the company’s streaming platforms.Following&nbsp;Disney’s fourth-quarter results in mid-November, Evercore ISI analyst Kutgun Maral said the&nbsp;company’s&nbsp;FY26 outlook was conservative amid macro uncertainties. Nevertheless, the analyst said Disney's "strong track record and strategic investments position it well for sustained growth.”&nbsp; While lowering Disney’s stock price target by $11 to $130, Rosenblatt Securities flagged concerns about a notable deceleration in domestic parks.In a post on X, the founder of video analytics company Delmondo, Nick Cicero, said Disney had solved two existential problems with the OpenAI deal. &nbsp;&nbsp;&nbsp;-Creators making billions of views worth of unauthorized Disney content-Kids are spending more time on YouTube than Disney+Cicero feels the move is about revenue physics, rather than tech:<blockquote>“Sora gives Disney its first scalable way to pull creator-made content into its own premium ecosystem — brand-safe, trackable, legal, and ready for CTV monetization.”&nbsp;</blockquote><h2 class="st-heading-2">Disney Takes On Google</h2>In an interesting turn of events, close on the heels of striking the OpenAI partnership, Disney reportedly sent a “cease-and-desist” letter to Google over the unauthorized use of its work by the latter’s Gemini large-language model (LLM), Axios&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.axios.com/2025/12/11/disney-google-ai">reported,</a> citing a copy of the letter it obtained.<h2 class="st-heading-2">Tracking Disney’s Trajectory</h2>After a forgettable first three months, Disney’s stock took off strongly&nbsp;in May, as the company&nbsp;posted&nbsp;a second-quarter beat and raised its full-year forecast, buoyed by strong performances by its theme parks and streaming business.The euphoria lasted through June before fading, and the stock has been stuck in a sideways trending channel since then.<img src="https://news.stocktwits-cdn.com/Disney_YTD_stock_move_png_5aa9b6df39.webp" alt="Disney YTD stock move.png">Source: KoyfinThe stock is barely (+0.50%) in positive territory for the year.<h2 class="st-heading-2">Retail’s Downbeat</h2>The AI plunge hasn’t made a world of good for Disney,&nbsp;at least in the eyes of retail investors. On Stocktwits, retail sentiment toward the stock is stuck in ‘bearish’ as of early Friday. The mood toward the stock has largely been downbeat for much of this year.<figure class="image"><img style="aspect-ratio:717/448;" src="https://news.stocktwits-cdn.com/DIS_RS_png_5c7e382566.webp" alt="DIS-RS.png" width="717" height="448"></figure>&nbsp;&nbsp;Disney’s stock is currently trading at a discount of about 20% relative to the one-year consensus price target&nbsp;from analysts, according to Koyfin.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/san-disk-outperforms-western-digital-with-600-ytd-gain-climbed-to-top-of-s-and-p-500-winners-list/cLICWXGREFL">SanDisk Outperforms Former Parent Western Digital With Nearly 600% YTD Gain — And Climbed To Top Of The S&amp;P 500 Winners List: What Drove The Explosive Rally?</a>

A statue of Walt Disney and Mickey Mouse stands in a garden in front of Cinderella's Castle at the Magic Kingdom Park at Walt Disney World on April 3, 2025, in Orlando, Florida. 

Disney Offers A Boost To OpenAI With $1B Investment — and Grabs a Spot in the AI Race: A Win-Win  Deal?

Disney’s $1B OpenAI partnership offers strategic AI entry and content advantages, but investor sentiment remains muted as the stock trades sideways despite potential long-term benefits.

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