SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio (IBRX) is captivating investors following its European Commission marketing authorization for Anktiva in bladder cancer, which amplifies excitement around the company's ongoing global expansion into Saudi Arabia and UAE. The community is actively discussing the intensifying pressure on short positions and the drug's broad potential as an immunotherapy, with anticipation for further regulatory milestones.

Figma, Inc. is an AI-powered design platform that enables seamless collaboration across the entire product development lifecycle. Its products include FigJam, Figma Slides, Figma Design, Figma Draw, Dev Mode, Figma Sites, Figma Buzz and Figma Make. The company was founded by Dylan Joseph Field and Evan Darrow Wallace in 2012 and is headquartered in San Francisco, CA.

Figma Inc. - Ordinary Shares - Class A

Figma

Figma is drawing significant attention following a strong earnings report and optimistic 2026 guidance, which is fueling debate about its resilience against AI disruption. The community is discussing how Figma's new Anthropic partnership aims to leverage AI as an integration layer, contrasting with earlier fears of obsolescence for creative software.

TOSHI

TOSHI is drawing significant community attention as traders actively discuss technical indicators like a 'cup and handle' formation and 'oversold' conditions, anticipating a major breakout. Many believe the Base ecosystem's native meme coin is poised for a substantial rally, with widespread calls for accumulation as meme coin season heats up.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following business segments: Walmart U.S., Walmart International, and Sam's Club. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmart is dominating market discussions in anticipation of its upcoming earnings report, with community sentiment split between expectations of continued growth, leveraging e-commerce and AI initiatives, and concerns over its elevated valuation following its recent trillion-dollar market cap milestone.

VisionWave Holdings, Inc. engages in the forefront of revolutionizing defense capabilities by integrating advanced artificial intelligence (AI) and autonomous solutions across air, ground, and sea domains. The company was founded on March 20, 2024 and is headquartered in Wilmington, DE.

VisionWave Holdings Inc.

VisionWave Holdings, Inc.

VisionWave Holdings (VWAV) is currently a focal point following its announcement of a $10 million Statement of Work to develop a cryptocurrency mining acceleration platform, marking a key commercial milestone for its QuantumSpeed technology. Community discussions highlight its potential for explosive growth across AI, defense, and autonomous systems, with many noting increasing institutional interest.

DoorDash, Inc. engages in the design, development, and operation of a food delivery and logistics platform. It serves consumers in the United States, Canada, and Australia. The company was founded by Andy Fang, Tony Xu, Stanley Tang, and Evan Moore on January 12, 2013 and is headquartered in San Francisco, CA.

DoorDash Inc - Ordinary Shares - Class A

DoorDash is buzzing after its latest earnings report, with the stock seeing a significant after-hours rally despite missing revenue and net income estimates, as community discussion centers on robust order growth, marketplace GOV, and a heated debate over its valuation and the potential for a short squeeze.

Carvana Co. is a holding company and an eCommerce platform, which engages in the buying and selling of used cars. The company was founded by Ernest Garcia, III, Benjamin Huston and Ryan Keeton in 2012 and is headquartered in Tempe, AZ.

Carvana Co. - Ordinary Shares - Class A

Carvana Co.

Carvana is trending sharply lower after an earnings report that beat revenue and EPS but missed on adjusted EBITDA, sparking community concerns over the quality of its profits due to significant non-cash tax benefits and ongoing questions surrounding related-party transactions and SEC scrutiny.

Uniting the six native Japanese dog breeds. Kendu is the keeper of peace, the preserver of life, and the protector of unity. Join the pack!!

Kendu

KENDU CRYPTO is trending due to its exceptionally active and dedicated community, passionately building a permissionless brand with numerous real-world products and initiatives. Community members are emphasizing its organic growth, resilience against market downturns, and strong long-term potential as a premier multi-cycle project.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

Wendy's is actively trending as activist investor Nelson Peltz's declaration that the stock is undervalued and his exploration of potential major transactions, including a buyout, creates a volatile narrative against recent earnings that showed a challenging outlook. The community is sharply divided, with bulls anticipating a potential short squeeze and value upside, while bears point to fundamental business struggles and significant debt amidst a search for new leadership.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce is trending amidst a polarized debate over AI's impact on enterprise software, with many viewing its recent sell-off as a deep value opportunity due to strong fundamentals and strategic AI acquisitions. The community remains divided between fears of disruption and conviction in its long-term resilience, eagerly awaiting upcoming earnings for clarity.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

<ul class="summary-bullets"><li>Apple plans to debut its smartglasses, which would compete with Meta's and Snap's, in 2027.</li><li>Apple is hosting a special event on Mar. 4, where it is expected to release low-cost MacBooks and iPhone 17e.</li><li>Although shares jumped on Tuesday, Stocktwits sentiment remains in the ‘bearish’ zone.</li></ul>Apple, Inc. is reportedly accelerating the development of a trio of AI-powered consumer gadgets that would see it enter turfs dominated by rival tech companies like Meta, Snap, and OpenAI.<h2 class="st-heading-2">Three AI Gadgets In Pipeline</h2>The iPhone maker is developing an AI wearable, according to recent&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/apple-developing-ai-wearable-pin">leaks</a>, which could be an AirTag-sized pendant with cameras that can be pinned to a user’s shirt.&nbsp;Additionally, Apple is developing AI-powered smartglasses, code-named N50, which would compete with Meta's Ray-Bans and Snap’s Spectacles (both Meta and Snap are working on their next-gen offerings).&nbsp;Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-02-17/apple-ramps-up-work-on-glasses-pendant-and-camera-airpods-for-ai-era">reported</a> that Apple&nbsp;plans to begin production of smartglasses in December, ahead of a public release next year. A third product is AirPods with&nbsp;a camera and AI capabilities.&nbsp;All three devices would have deep Siri integrations and be linked to the user’s iPhone, according to the report. The news break sent&nbsp;<a href="https://stocktwits.com/symbol/AAPL">Apple shares</a> 4% higher intraday before they ended 3.2% up at $263.88 – a welcome rebound after two straight days of losses.&nbsp;<h2 class="st-heading-2">Other Catalysts</h2>Earlier this week, Apple&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-expected-to-debut-low-cost-macbook-iphone-17e-at-march-event/cZRW37FR4Mj">announced</a> a “special Apple Experience” event on March 4, at which it is widely expected to unveil new low-cost MacBooks and the iPhone 17e.&nbsp;The company also released iOS 26.4 beta for developers; the new iPhone software includes video podcasts, Apple Music playlists, and other features but leaves out Siri enhancements.<h2 class="st-heading-2">Stock Move, Retail Sentiment</h2>Apple has been caught in a tech industry-wide selloff amid fresh fears of AI-driven disruption, particularly for&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/from-adbe-to-msft-to-crm-legacy-software-stocks-get-smoked-on-new-ai-fears/cZbSntUR4mU">software companies</a>. Apple shares shed 8% last week.In a recent note, Wedbush&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-stock-s-pullback-over-ai-concerns-unwarranted-says-wedbush/cZRWVQAR4uS">said</a> Apple’s dip is overblown, and the company remains on course to unveil its next-generation AI features by summer. Apple’s repeated delays in shipping AI functionality that has long been available on competing smartphones and laptops are weighing on the company’s stock.Analysts are also lauding Apple, which has stood out by forecasting only a modest increase in capital expenditures this year, even as Big Tech peers have planned&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amazons-jaw-dropping-capex-leads-mega-cap-techs-630b-ai-spend-plans/cZbn6vQR4nL">significantly higher spending</a> than last year.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_18_at_11_42_28_AM_png_04a0221691.webp" alt="Screenshot 2026-02-18 at 11.42.28 AM.png" width="633" height="80"><figcaption>AAPL sentiment and message volume as of February 18 | Source: Stocktwits</figcaption></figure>Still, the Stocktwits sentiment for AAPL remained ‘neutral’ as of early Wednesday, unchanged over the past week.<h2 class="st-heading-2">Berkshire Trims Stake</h2>Meanwhile, Berkshire Hathaway disclosed that it trimmed its Apple position in the December quarter by 4.3% to $61.96 billion. Apple remains Berkshire's top portfolio company, comprising 22.6% of all of the firm’s holdings.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/you-tube-outage-hits-over-32-000-users-and-tests-googl-s-ai-fueled-momentum/cZR0gHVR4Hg">YouTube Outage Hits Over 32,000 Users And Tests GOOGL's AI-Fueled Momentum</a>

AI sign displayed on a screen and Apple logo displayed on a phone screen. (Photo by Jakub Porzycki/NurPhoto via Getty Images)

Apple Eyeing Meta And Snap’s Turf? 3 New AI Gadgets Reportedly In Works

The iPhone maker has reportedly accelerated development of AI-powered smartglasses, an AI wearable device, and new AirPods with cameras and AI features.

Equity

The iPhone maker has reportedly accelerated development of AI-powered smartglasses, an AI wearable device, and new AirPods with cameras and AI features.


Robinhood’s Private Markets Bet: RVI IPO Opens Door to SpaceX, OpenAI Hype

The trading app is taking its biggest swing yet at democratizing private equity, just as retail sentiment cools and crypto headwinds bite.

<ul class="summary-bullets"><li>Anthropic is&nbsp;reportedly&nbsp;refusing to allow the U.S. military to use its AI for purposes including American surveillance and battlefield operations, stoking tensions between the two sides.&nbsp;</li><li>The Pentagon is considering designating the AI company a ‘supply chain risk.</li><li>Amazon shares could have a bearing from the news, although Stocktwits sentiment holds up in the ‘bullish’ zone.</li></ul>Amazon.com, Inc.&nbsp;(AMZN)&nbsp;shares will be in focus on Tuesday after reports over the weekend said the U.S. government was considering ending its relationship with Anthropic&nbsp;after&nbsp;&nbsp;the AI firm refused to ease certain restrictions regarding the military's use of its technology.Amazon is one of the biggest investors in Anthropic, having put over $8 billion in the company founded by former OpenAI employees, and offers its AI models through its Amazon Web Services platform.Anthropic won a $200 million contract from Pentagon last year, and is one of its vendors for AI technology besides OpenAI, Google and xAI.&nbsp;<h2 class="st-heading-2">The Issue</h2>The government is reportedly pushing the four firms to let the military use their tools for "all lawful purposes," even in the most sensitive areas of weapons development, intelligence collection, and battlefield operations. Anthropic has not agreed to those terms, and insists that at least two areas remain off limits: the mass surveillance of Americans and fully autonomous weaponry, Axios&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.axios.com/2026/02/15/claude-pentagon-anthropic-contract-maduro">reported</a> over the weekend.The dispute recently reached a boiling point over the military’s use of Claude in the operation that led to the capture of Venezuela’s Nicolas Maduro, the report said.&nbsp;In a separate&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.axios.com/2026/02/16/anthropic-defense-department-relationship-hegseth">report</a>, Axios said the Defence Department might go so far as cancelling the AI contract and designating Anthropic a "supply chain risk." The characterization, typically reserved for foreign adversaries, means that anyone who wants to do business with the U.S. military has to cut ties with the company."The Department of War's relationship with Anthropic is being reviewed. Our nation requires that our partners be willing to help our warfighters win in any fight. Ultimately, this is about our troops and the safety of the American people," Chief Pentagon spokesman Sean Parnell was quoted as saying by Axios.<h2 class="st-heading-2">AMZN Stock In Focus&nbsp;</h2>The development could have a bearing on&nbsp;<a href="https://stocktwits.com/symbol/AMZN">Amazon shares</a> when trading begins in the holiday-trimmed week on Tuesday.&nbsp;AMZN’s stock edged 0.5% lower in overnight trade on Monday, extending its slide of over 18% over the last eight sessions, amid the selloff in technology stocks across the market over AI capex concerns.&nbsp;AMZN stock has slid sharply – it has lost about 18% by ending in the red for eight straight sessions – amid selloff in technology shares over fears of disruption from AI.&nbsp;That included a wide selloff after Amazon revealed plans to increase its capital spending by 50% to a whopping $200 billion this year.On Stocktwits, retail sentiment for Amazon was ‘bullish,’ the same as yesterday but lower from ‘extremely bullish’&nbsp;territory&nbsp;in the prior week. Members, while discussing the Anthropic news and Amazon stock selloff, remained largely positive about the company.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_17_at_7_47_09_AM_png_7241b4f074.webp" alt="Screenshot 2026-02-17 at 7.47.09 AM.png" width="652" height="94"><figcaption>AMZN sentiment and message volume as of February 16 | Source: Stocktwits</figcaption></figure>One user said Amazon’s AWS was one of the best cloud services in the market and Anthropic was a “fabulous AI pick,” anticipating good things in the year to come.“$AMZN AWS is the best cloud service; they will bypass the internet as they add additional satellites.. reducing traffic and outage issues while increasing security .... Anthropic was a fabulous AI pick.. good things coming as the year progresses.” a user said.<stembedurl>https://stocktwits.com/BigCatNY/message/645069414</stembedurl>Last week, Anthropic&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.anthropic.com/news/anthropic-raises-30-billion-series-g-funding-380-billion-post-money-valuation">announced</a> it had raised $30 billion in new funding led by co-led by D. E. Shaw Ventures, Dragoneer, Founders Fund, ICONIQ, and MGX and joined in several existing investors such as Accel and BlackRock. The deal more than doubled the AI company’s valuation to $380 billion.For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Amazon Stock Pressured As Anthropic, Pentagon Debate Over Military AI Use

Amazon shares are on one of their worst runs, down eight straight sessions amid a tech selloff and concerns over its $200 billion capex plan.

<ul class="summary-bullets"><li>The analyst also noted that Oracle’s datacenter build and delivery targets are on track, and its financing is in place.&nbsp;</li><li>Meanwhile, Melius Research downgraded Oracle to ‘Hold’ from ‘Buy’ with a $160 price target, adding that it believes the company’s debt and equity issuance will be an overhang for some time.</li><li>Oracle has also captured retail attention, with messages around ORCL shares having increased more than 826% in the past 24 hours, according to Stocktwits data from Tuesday morning.</li></ul>Oracle Corp. (ORCL) is in focus on Tuesday as the company’s stock rose more than 4.5% to hit a one-week high after trading lower over the week amid rising market concerns about debt and reliance on OpenAI.ORCL shares climbed to an intraday high of $165.39, the highest since Feb. 2, according to data from Yahoo Finance.The company has been gaining attention from Wall Street analysts as the sell-off among enterprise software stocks grows. Meanwhile, it has also captured retail attention, with retail messages around <a href="https://stocktwits.com/symbol/ORCL">ORCL shares</a> having increased by more than 826% in the past 24 hours, according to Stocktwits data from Tuesday morning.<h2 class="st-heading-2">Financing Stance</h2>Most recently, BNP Paribas weighed in on Oracle’s financing, saying that it believes Oracle is confident about delivering on its 2030 targets, according to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://seekingalpha.com/news/4549556-oracle-adobe-in-focus-as-bnp-paribas-weighs-in-on-enterprise-software-sell-off">report</a> from Seeking Alpha.BNP’s analyst Stefan Slowinski highlighted Oracle’s balance sheet status, after the company announced its capital plan for 2026 on Feb. 1, which includes raising up to $50 billion in debt and equity to fund the expansion of its cloud infrastructure business.Slowinski noted that while the debt issuance was largely expected by the market, the equity issuance was a surprise. The analyst said that the firm believes that debt market pressures on software companies likely led to the equity issuance.“Given the initial market reaction, we believe the fund raising has calmed some nerves,” Slowinski said in a note to investors, as per the report.However, Slowinski said that he does not believe Oracle will resort to vendor financing as the company’s remarks in its latest results suggest it does not need more than the $100 billion it already has.“Overall, we believe that Oracle remains confident in delivering on its 2030 targets,” Slowinski said. The analyst also noted that Oracle’s datacenter build and delivery targets are on track, and its financing is in place.“While there may be more contracts that need to be won over the next few years and added to the backlog from here in order to meet 2030 top and bottom line targets, Oracle expects more orders from existing AI customers to come through as the AI arms race continues,” the analyst said.<h2 class="st-heading-2">Street Consensus</h2>Meanwhile, Melius Research analyst Ben Reitzes downgraded Oracle to ‘Hold’ from ‘Buy’ with a $160 price target on Monday, according to TheFly. Melius said that it believes the debt and equity will be an overhang for some time for Oracle, adding that the company should be valued more like an infrastructure company versus a software company.Bernstein also lowered its price target on Oracle to $313 from $339 and kept an ‘Outperform’ rating on the shares, citing the uncertainty around how the company will fund the AI datacenter build-out to meet the contracts it signed last year.DA Davidson upgraded Oracle to ‘Buy’ from ‘Neutral’ with a price target of $180 on its shares. The analyst said that it believes a revamped OpenAI will be a top challenger to Google and said that the fresh capital stack will help the company live up to its obligations this year, including to Oracle, which it sees removing the biggest concern from the latter.<h2 class="st-heading-2">Retail Stance</h2>On Stocktwits, retail sentiment around ORCL shares remained in the ‘bullish’ territory over the past 24 hours amid ‘high’ message volumes.One bullish user shared their research on some hyperscalers. The user said that while Oracle is the most financially challenged among the lot, the company also has the biggest backlog and the biggest upside potential. The user also noted that OpenAI's successful IPO would be key to Oracle’s success.<stembedurl>https://stocktwits.com/AlphaBull_10M/message/644523348</stembedurl>&nbsp;Another bullish user said that Oracle’s shares were rising at a faster rate compared to its decline, indicating a solid upside.<stembedurl>https://stocktwits.com/ts58/message/644562181</stembedurl>&nbsp;Shares of ORCL have declined more than 8% over the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/dow-hits-record-high-despite-cautious-economic-data/cZbU9bPR4pP">Dow Hits Record High Despite Cautious Economic Data</a>

The Oracle logo is displayed on a mobile phone with the company's branding seen in the background. (Photo by Jonathan Raa/NurPhoto via Getty Images)

Oracle Stock Rises More Than 4.5% To One-Week High — Why Does Retail See A 'Solid Upside'?

Most recently, BNP Paribas weighed in on Oracle’s financing, saying that it believes Oracle is confident about delivering on its 2030 targets, according to a report from Seeking Alpha. 

Sam Altman speaks a conference in Seoul, South Korea, on February 4, 2025. (Photo by Chris Jung/NurPhoto via Getty Images)

OpenAI Patent Leak Reveals Its First Gadget May Be AI Earbuds, Not Smartphone-Like Wearable

 Fans are curious to see whether OpenAI can build an actually useful, intuitive AI gadget, one that could meaningfully complement a smartphone, when others have failed.

<ul class="summary-bullets"><li>Balaji Srinivasan has invested heavily in AI startups and was Coinbase’s first chief technology officer.</li><li>Elon Musk leads xAI and remains closely tied to crypto commentary, particularly when it comes to Dogecoin.</li><li>Meanwhile, Sam Altman runs OpenAI and co-founded Worldcoin, a crypto-based digital identity project.</li></ul>Coinbase (COIN) CEO Brian Armstrong said on Friday that the merger between artificial intelligence (AI) and the crypto world is “just getting started.”He was responding to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/shaunmmaguire/status/2019588392443576811">post</a> on X by Shaun Macguire, a partner at Sequoia, who said the two sectors are poised to merge again, pointing to a number of similarities, including the fact that Tesla (TSLA) CEO Elon Musk, OpenAI’s Sam Altman, and investor Balaji Srinivasan were interested in both sectors.&nbsp;<figure class="image"><a class="st-link-external" href="https://x.com/brian_armstrong/status/2019637626945544249" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_06_060414_png_f3fa7f1c5f.webp" alt="Screenshot 2026-02-06 060414.png" width="818" height="502"></a><figcaption>Source: @brian_armstrong.X</figcaption></figure>Musk has often&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/elon-musk-revives-dogecoin-moon-talk-questions-about-tesla-spacex-promises/cZbi8oNR4lm">joked</a> about putting Dogecoin (DOGE) on the moon, most recently last week, and he leads xAI, which has recently been in the spotlight for its potential merger with SpaceX.Meanwhile, Altman founded OpenAI with Musk, before Musk departed over creative differences, known for its ChatGPT platform. He also founded Worldcoin (WLD), a privacy-focused human identity system that uses iris scans for authentication.&nbsp;<a href="https://stocktwits.com/coins/worldcoin-wld">WLD’s price</a> hit an all-time low of $0.318 on Thursday before rebounding to $0.364 – still down 8.8% in the last 24 hours. On Stocktwits, retail sentiment around the token fell to ‘bearish’ from ‘neutral’ territory with chatter at ‘high’ levels.Srinivasan has been more active as an investor than an operator in AI. He has backed companies including Perplexity, Replit, and Anduril, while maintaining deep ties to the crypto sector. He served as Coinbase’s first chief technology officer, co-founded the crypto policy group Coin Center, and was an early investor in Bitcoin (BTC), Ethereum (ETH), and Solana (SOL). He has also supported projects such as Alchemy, OpenSea, and Polygon during his tenure at Andreessen Horowitz.<h2 class="st-heading-2">Two Sides Of The Applied Math Coin</h2>Maguire framed the relationship between crypto and AI as cyclical rather than coincidental. In his post, he described the two as “two sides of the applied math coin,” arguing that early technologists recognized their shared foundations long before the AI boom reignited interest in the space.“I love crypto,” Maguire wrote. “Crypto and AI were born as siamese twins… that will merge again.”&nbsp;The overall cryptocurrency market has been going through a rough patch of late, with many analysts postulating that “crypto winter” has arrived – others agree, but believe we might be near the end of the bear cycle.&nbsp;<a href="https://stocktwits.com/symbol/BTC.X">Bitcoin’s price</a> was down 8.8% in the last 24 hours to $65,913 on Friday morning, after hitting an intra-day low of around $60,000 – a level not seen since October 2024.On Stocktwits, retail sentiment around the apex cryptocurrency fell to ‘extremely bearish’ from ‘bearish’ territory over the past day, with chatter at ‘extremely high’ levels.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-slide-triggers-mstr-biggest-one-day-drop-in-over-a-year/cZbFRVYR4n0">Bitcoin’s Slide Triggers MSTR’s Biggest One-Day Drop In Over A Year – But These Three Crypto Stocks Took a Bigger Hit</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Coinbase CEO Brian Armstrong Says Silicon Valley’s Crypto AI Intersect Is ‘Just Getting Started’

He was responding to a post on X from Sequoia partner Shaun Macguire that pointed to similarities like Elon Musk, Sam Altman, and Balaji Srinivasan being interested in both sectors. 

Cryptocurrency

He was responding to a post on X from Sequoia partner Shaun Macguire that pointed to similarities like Elon Musk, Sam Altman, and Balaji Srinivasan being interested in both sectors. 


<ul class="summary-bullets"><li>Amazon is also in talks to invest up to $50 billion in OpenAI, according to a Reuters report citing people familiar with the matter.</li><li>Amazon CEO Andy Jassy is said to be leading the talks with OpenAI CEO Sam Altman.</li><li>This comes amid OpenAI’s plans to raise up to $100 billion at a valuation of about $830 billion.</li></ul>Amazon.com Inc. (AMZN) and OpenAI are reportedly in talks to customize the latter’s AI models to power the e-commerce giant’s products, including the Alexa voice assistant.According to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/amazon-discusses-getting-special-access-openai-tech">report</a> by The Information, as cited by TheFly, Amazon is in talks with OpenAI to get special access to its technology. The commercial agreement currently being discussed involves tuning OpenAI’s models to respond in a way that Amazon prefers.<a href="https://stocktwits.com/symbol/AMZN">Amazon shares</a> were down 0.3% in Wednesday’s opening trade. Retail sentiment on Stocktwits around the company hovered in the ‘bearish’ territory at the time of writing.<h2 class="st-heading-2">Amazon In Talks To Invest In OpenAI</h2>Amazon is also in talks to invest up to $50 billion in OpenAI, according to a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/retail-consumer/amazon-talks-invest-up-50-billion-openai-wsj-reports-2026-01-29/">report</a> citing people familiar with the matter.Amazon CEO Andy Jassy is said to be leading the talks with OpenAI CEO Sam Altman, according to the report. This comes amid OpenAI’s plans to raise up to $100 billion at a valuation of about $830 billion, the report said.Amazon has also invested $8 billion in OpenAI rival Anthropic, which is currently valued at $183 billion following a $13 billion Series F fundraising in September 2025.<h2 class="st-heading-2">Amazon Rolls Out Alexa+ Across US</h2>Amazon on Wednesday announced that it is rolling out the Alexa+ AI voice assistant across the U.S. Amazon Prime members can access Alexa+ for free, while others will have to pay $19.99 per month.The Alexa+ voice assistant was announced a year ago, offering a more conversational and personalized experience to users, powered by generative AI. The company said that tens of millions of users joined the early access program for its next-generation voice assistant.Some of the features that Alexa+ offers include ordering takeout, finding restaurants and making reservations, booking a ride, or scheduling services like home repairs, according to the company.Alexa+ also comes with a new free tier that lets users chat on the Alexa.com website and the app without a Prime subscription.<a href="https://stocktwits.com/symbol/AMZN">AMZN stock</a> is up 3% year-to-date and 0.5% over the last 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amd-stock-down-after-q4-results-wall-street-divided/cZbjbueR4Zt">AMD Divides Wall Street After Q4 Results As Rising Cost Concerns Temper AI Optimism</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)

Amazon, OpenAI In Talks To Customize AI Models To Power E-commerce Giant's Products Such As Alexa: Report

The commercial agreement currently being discussed involves tuning OpenAI’s models to respond in a way that Amazon prefers.

<ul class="summary-bullets"><li>Nvidia is close to finalizing the investment as part of OpenAI’s up to $100 billion round.</li><li>“There’s no drama involved. Everything’s on track,” Nvidia CEO Jensen Huang said.</li><li>Nvidia shares declined in the last two days, partly weighed by the uncertainty over its partnership with the ChatGPT maker.</li></ul>Nvidia Corp. is nearing a deal to invest $20 billion in OpenAI, as part of the latter’s up to $100 billion funding round currently in the works, Bloomberg News reported on Tuesday, citing people familiar with the matter.The report puts to rest speculation of&nbsp;extreme tensions between the two companies at the centre of the artificial intelligence boom. Reports over the past week said that a September deal between Nvidia and OpenAI,&nbsp;under which the chipmaker was&nbsp;expected to invest&nbsp;up to $100 billion and supply OpenAI with advanced chips, had been stalled.&nbsp;It was also reported that Nvidia executives&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/tech/ai/the-100-billion-megadeal-between-openai-and-nvidia-is-on-ice-aa3025e3">were upset</a> with certain OpenAI practices, while OpenAI&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/openai-is-unsatisfied-with-some-nvidia-chips-looking-alternatives-sources-say-2026-02-02/">raised concerns</a> about the quality of Nvidia chips.Even though Nvidia CEO Jensen Huang and OpenAI CEO Sam Altman said the relationship between the two companies&nbsp;<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">remains intact</a>, Nvidia shares slid nearly 3% on Monday following the initial round of reports. NVDA dropped by a similar measure on Tuesday, amid a broad&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/sp-nasdaq-futures-edge-up-earnings-deluge-takes-center-stage-2026-02-03/">selloff in software stocks</a>.Altman called the speculations of a rift “insanity,” while Huang&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/02/03/nvidias-jensen-huang-denies-openai-deal-rumors-theres-no-drama.html">told</a> CNBC: “There’s no drama involved. Everything’s on track.”Final terms of Nvidia’s investment have yet to be finalized, according to the Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-02-03/nvidia-nears-deal-to-invest-20-billion-in-openai-round">report</a>. Amazon is eying an investment of up to $50 billion, and SoftBank is considering putting in another $30 billion, the news agency reported earlier.On Stocktwits, retail sentiment for NVDA remained ‘neutral,’ largely unchanged over the past week, with members upbeat after Huang’s reassurance.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_04_at_7_28_07_AM_png_9851cf40f6.webp" alt="Screenshot 2026-02-04 at 7.28.07 AM.png" width="681" height="432"><figcaption>NVDA stock and retail sentiment over the past week. Source: Stocktwits</figcaption></figure>“$NVDA This is the dip you want to bite into,”&nbsp;<a href="https://stocktwits.com/dennismccain/message/643847950">said</a> a user.<a href="https://stocktwits.com/symbol/NVDA">Nvidia shares</a> dropped 0.7% lower in Tuesday’s after-market session. They are down 3.3% for the year as of their last close.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

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)

Nvidia-OpenAI Friction Fading? AI Chipmaker Reportedly Nears $20B Investment In OpenAI Fundraise

Reports over the past days said a $100-billion Nvidia-OpenAI partnership, announced in September, had stalled.

<ul class="summary-bullets"><li>Multiple reports have raised concerns about Nvidia’s $100 billion investment-cum-computing deal with OpenAI, announced in September.</li><li>The companies have denied the reports; OpenAI’s CEO Sam Altman praised Nvidia’s chips, while Nvidia CEO Jensen Huang said his company is proceeding with one of the largest investments.</li><li>Stocktwits sentiment for Nvidia shifted to ‘bearish’ from ‘neutral.’</li></ul>Nvidia’s stock&nbsp;gained 0.8% in early premarket trading on Tuesday, although its Stocktwits sentiment shifted to ‘bearish’ from ‘neutral,’ amid uncertainty over the chipmaker’s investment-cum-computing deal with OpenAI.The issue has generated significant buzz and market reaction in the past few days. At the center is a September agreement under which Nvidia agreed to invest up to $100 billion in OpenAI and to build and support cloud data centers. That’s now reportedly&nbsp;<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">stalled</a>, and Nvidia is instead considering investing in OpenAI’s equity round that is currently in the works.<a href="https://stocktwits.com/symbol/NVDA">Nvidia’s shares</a> ended nearly 3% lower on Monday.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_03_at_1_49_13_PM_png_ed35364793.webp" alt="Screenshot 2026-02-03 at 1.49.13 PM.png" width="596" height="80"><figcaption>NVDA sentiment and message volume as of February 3 | Source: Stocktwits</figcaption></figure>The Wall Street Journal, which first reported that the deal&nbsp;was put on ice on Saturday, reported that Nvidia CEO privately criticized what he has described as a lack of discipline in OpenAI’s business approach and expressed concern about the competition it faces from the likes of Google and Anthropic.Interestingly, Reuters <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/openai-is-unsatisfied-with-some-nvidia-chips-looking-alternatives-sources-say-2026-02-02/">reported</a> late Monday that OpenAI has been unsatisfied with some of Nvidia’s latest artificial intelligence chips, and has sought alternatives for a year. The news agency cited eight unnamed sources for that information.Simultaneously, OpenAI CEO Sam Altman moved to allay fears,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/sama/status/2018451015272694248">posting</a> on X on Monday: “We love working with NVIDIA and they make the best AI chips in the world. We hope to be a gigantic customer for a very long time.”He referred to reports of the rift between&nbsp;the two companies as “insanity.”OpenAI’s computing infrastructure leader, Sachin Katti, also&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/sk7037/status/2018474249820983692">posted</a> on X, saying that Nvidia’s technology is “foundational” for OpenAI. “This is not a vendor relationship. It is deep, ongoing co-design,” he said, adding that OpenAI’s compute capacity would accelerate steadily from roughly 1.9 GW in 2025.The developments are being closely monitored. OpenAI – with cloud contracts with the biggest players like Google, Amazon, Nvidia, and Oracle – has become the centerpiece of Big Tech’s stock momentum.&nbsp;Some investors and analysts have expressed concerns about whether its revenue growth will meet the lofty capital investment targets, including payouts to cloud service providers, that it has set for itself. Those concerns have come to hit&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/oracle-draws-retail-attention-after-plan-to-raise-up-to-50b-/cZbgENgR4j1">at least Oracle</a>.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/which-is-gamestops-big-buy-michael-burry-lists-his-targets/cZbiVAhR4l0">Which Is GameStop’s ‘Big’ Buy? Michael Burry Lists His Targets While Retail Bets On eBay And Peloton</a>

In this photo illustration, the logo of Nvidia is displayed on a smartphone screen.

Nvidia Stock Climbs Premarket: Investors Are Locked In Amid Buzz Of OpenAI Deal Friction

NVDA rebounds nearly 1% in premarket after an almost 3% drop the previous day.

A smartphone held in a hand shows the logo of Oracle Corp. (Photo illustration by Cheng Xin/Getty Images)

‘Too Late’ For Oracle, Warns Michael Burry As ORCL Stock Down Over 50% From September Peak

“The Big Short” investor says Oracle didn’t need the Cerner acquisition or its massive AI infrastructure push.

OPENAI
OpenAI

Latest OPENAI News

OPENAIOpenAI

Latest OPENAI News

OPENAI
OpenAI