<ul class="summary-bullets"><li>Fundstrat’s Sean Farrell said that a Treasury announcement due around November&nbsp;2 could be an "explosive catalyst" for <a class="mention" data-mention="$BTC.X" data-symbol-id="BTC.X" href="https://stocktwits.com/symbol/BTC.X" target="_blank">Bitcoin</a>.</li><li>He was watching whether the Treasury cut or suspended issuance of 10- to 30-year debt.</li><li>Farrell said that shift would feed currency debasement, which he argued drives Bitcoin higher.</li></ul>Bitcoin (BTC) could see an “explosive catalyst” from a potential shift toward shorter-term U.S. Treasury debt, according to Fundstrat’s Sean Farrell, who also sees tokenization benefiting Solana (SOL), Aave (AAVE), Uniswap (UNI), Aerodrome (AERO) and Kamino (KMNO). In the last six months, however, the decentralized finance (DeFi) coins pulled ahead of Bitcoin significantly.Farrell named several of those tokens as beneficiaries of a “parabolic phase” in tokenization adoption, on a<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://youtu.be/0osR1VMKLpg?si=RjK4TYUG4orMb-uz">&nbsp;Coinage podcast</a> on Friday. He pointed to the Treasury's next quarterly refunding announcement, the document setting out how the government will plan to fund itself, and said he expected it around November 2.&nbsp;<h2 class="st-heading-2">Could Treasury Debt Changes And Tokenization Boost Crypto?</h2>The important point will be what the Treasury says about long-dated debt. According to Farrell, there was a possibility it reduced or suspended issuance of 10- to 30-year Treasuries, pushing more of its borrowing into shorter-dated bills."I think that would be a pretty explosive catalyst for Bitcoin and, by extension, the broader crypto complex here," he said. "So put that on your radar."Farrell believes that tokenization will be positive for Solana, Aave, Uniswap, Aerodrome and Kamino. He cited Solana’s success in bringing real-world assets on-chain, and called Aave a blue-chip lending platform, and said Aerodrome’s valuation versus Uniswap looked attractive. He also pointed to Kamino’s increasing activity in tokenised insurance and Aerodrome’s growth and tokenomics.<h2 class="st-heading-2">DeFi Tokens Outpace Bitcoin As Retail Sentiment Turns Bearish</h2>Since the beginning of April, DeFi tokens have surged far beyond Bitcoin (BTC), with Uniswap leading the rally rising over 189%, Aerodrome Finance up 157%, Kamino up 129% and Aave up 93% versus a 27% rise for BTC.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/BTCUSD_2026_10_03_07_56_37_4ec1d8d61a.png" alt="BTCUSD_2026-10-03_07-56-37.png" width="2803" height="2159"><figcaption>DeFi tokens have far outpaced Bitcoin (BTC) since early April. Source: TradingView</figcaption></figure>Bitcoin and Solana fell, along with Aave, while Uniswap, Aerodrome and Kamino rose.&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> was down by 2% during the past 24 hours. On Stocktwits, the retail sentiment around BTC moved to ‘bearish’ from ‘neutral’ while chatter around it shifted to ‘normal’ from ‘low’ over the past day.But the retail sentiment around<a href="https://stocktwits.com/coins/uniswap"> UNI</a> remained in the ‘bearish’ zone, while the retail sentiment around<a href="https://stocktwits.com/coins/kamino"> KMNO</a> shifted to the ‘bearish’ zone from the ‘neutral’ zone, similar to Bitcoin. The retail sentiment around<a href="https://stocktwits.com/coins/aerodrome-finance"> AERO,</a> on the other hand, moved to the ‘neutral’ zone from ‘bullish’ over the past day.<h2 class="st-heading-2">Could Shorter-Term Treasury Issuance Fuel Bitcoin’s Next Move?</h2>His reasoning ran through government debt. Farrell said the US carried a debt-to-GDP ratio above 120% and a deficit of six to 7% of GDP that is set to widen, with the 10-year yield at its highest level since 2007.&nbsp;Moving issuance toward bills would be “stimulative,” he said, and would create money in the private market. That path will lead to currency debasement, which he argued was what drove Bitcoin higher. He described it as a pattern policymakers have built for years, combining inflation with financial repression.<h2 class="st-heading-2">A Yellow Flag Now</h2>Farrell stayed guarded about the next couple of weeks. He said the share of tokens trading above their 200-day moving average pushed past 80%, a reading he treated as a warning rather than confirmation. "That is often a time where it's a yellow flag," he said, adding that investors should keep their “heads on a swivel.” If rate volatility failed to settle constructively, he said, the market could consolidate, though he did not expect drops of 40% to 50%.Fundstrat co-founder Tom Lee made a parallel argument. Lee&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/tom-lee-says-pce-revision-fed-hiked-too-early-bullish-for-crypto/cZMgZKoRBfR">said that the Fed could walk back</a> its “hawkishness” after vice chair John Williams pushed back on expectations of an October rate hike, which, according to him, was “good for stocks.”Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/near-leads-ai-crypto-rally-as-grayscale-says-sector-gains-more-than-double-broader-market/cZDZLOVRB1d">NEAR Leads AI Crypto Rally As Grayscale Says Sector More Than Doubled Broader Market's Gain</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Representation of cryptocurrency and the word 'DeFi' displayed on a screen in the background are seen in this illustration photo taken in Poland on November 6, 2021. (Photo by Jakub Porzycki/NurPhoto via Getty Images)

Fundstrat's Sean Farrell Flags Treasury Shift As 'Explosive Catalyst' For Bitcoin As DeFi Tokens Outpace It

Bitcoin (BTC) could see an “explosive catalyst” from a potential shift toward shorter-term U.S. Treasury debt, according to Fundstrat’s Sean Farrell, who also sees tokenization benefiting Solana (SOL), Aave (AAVE), Uniswap (UNI), Aerodrome (AERO) and Kami

Fundstrat’s Sean Farrell Sees An 'Explosive Catalyst' For Bitcoin While DeFi Names Pull Ahead

Cryptocurrency

Fundstrat’s Head of Digital Asset Strategy called crypto breadth above the 200-day moving average a near-term "yellow flag."


AAVE

Aerodrome Finance

Bitcoin

Kamino

UniSwap

<ul class="summary-bullets"><li><a class="mention" data-mention="$NEAR.X" data-symbol-id="NEAR.X" href="https://stocktwits.com/symbol/NEAR.X" target="_blank">NEAR</a> was up 151% over the past 30 days, while Grayscale pointed to other AI tokens like Venice, Worldcoin, and Bittensor also posting strong September gains.</li><li>Zach Pandl pointed to blockchains as potential infrastructure for AI agent payments, identity, and private compute.</li><li>The rally came despite a $3.8 million exploit affecting NEAR Intents.</li></ul>NEAR Protocol (NEAR) edged lower on Saturday after Grayscale highlighted that the token led a September rally in artificial intelligence (AI) tokens, with the firm’s AI crypto sector gaining, more than double the broader market's rise.&nbsp;According to a research<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.grayscale.com/the-stack/the-ai-trade-reaches-crypto-with-enthusiasm">&nbsp;note</a> published on Friday, Grayscale said that the broader crypto market rose around 24%, while its own AI crypto sector stood at 54%.&nbsp;Grayscale added that NEAR jumped 183% during September, while other AI-linked tokens like Venice (VVV) climbed 70%, World (WLD) rose 47%, and Bittensor (TAO) added 37%.&nbsp;<a href="https://stocktwits.com/coins/near">NEAR’s price</a> traded over $4, rising over 151% over the past 30 days, at the time of writing. On Stocktwits, the retail sentiment around NEAR remained in the ‘bullish’ zone, with chatter at ‘high’ levels over the past day.<h2 class="st-heading-2">AI Leads Grayscale’s Crypto Sectors</h2>The rally made AI the best-performing category across Grayscale’s six major crypto sectors, including Currencies, Smart Contract Platforms, Financials, Consumer &amp; Culture, Utilities &amp; Services, and Artificial Intelligence. Utilities &amp; Services ranked second with a 47% gain, the firm added. Even after the rally, AI remains the smallest of the six sectors.&nbsp;Grayscale Head of Research Zach Pandl wrote that the category is worth about $15 billion, and “we believe the AI sector could produce one or more major winners over the next five years.”Pandl wrote that AI’s development “remains concentrated among a handful of companies.” He said public blockchains could help balance that by providing “open infrastructure for agent payments, identity, private compute, and verifiable records.”Grayscale said that&nbsp; investors were beginning to price in the potential role for blockchain as infrastructure for the emerging AI-agent economy — with<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/near-hits-one-year-high-bitcoin-bitwise-near-spot-etf/cZMi1nmRBfP">&nbsp;NEAR hitting a one-month</a>&nbsp;high on September 27.&nbsp;<h2 class="st-heading-2">AI Agents Put Blockchain Rails In Focus</h2>Last month,<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/ethereum-circle-s-arc-set-to-gain-with-stablecoins-powering-ai-says-black-rock/cZMEtXhRBJa">&nbsp;a BlackRock whitepaper</a> mentioned that agentic AI and machine-to-machine payments will likely lift demand for blockchains and other programmable payment systems. Blackrock said Ethereum (ETH) and Circle’s (CRCL) Arc blockchain were set to gain from the rise in AI agentic payments.<h2 class="st-heading-2">NEAR Exploit</h2>The September rally was followed by a setback for the NEAR ecosystem last week. A bug was detected in NEAR Intent’s Omni deposit and withdrawal infrastructure interaction with the protocol’s smart contract that led to losses of about $3.8 million.<figure class="image"><a class="st-link-external" href="https://x.com/near_intents/status/2105642219357241796?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_10_03_at_6_31_09_AM_0cd46be609.png" alt="Screenshot 2026-10-03 at 6.31.09 AM.png" width="776" height="1182"></a><figcaption>Source: @near_intents/x</figcaption></figure>NEAR Intents said in a<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/near_intents/status/2105642219357241796?s=20"> post</a> on Thursday that “These funds will be compensated in full,” adding that the contract-side vulnerability had been patched already.NEAR is up over 211% so far this year and rose over 55% in the last 12 months.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/sec-new-crypto-custody-proposal-defi-vaults-in-limbo-bitwise/cZDZgaPRB1c">SEC’s New Crypto Custody Proposal Leaves DeFi Vaults In Limbo, Bitwise Counsel Says</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 Digital Currencies Logos The NEAR Protocol logo appears on the screen of a smartphone in Reno, United States, on December 5, 2024. (Photo by Jaque Silva/NurPhoto via Getty Images)

NEAR Leads AI Crypto Rally As Grayscale Says Sector More Than Doubled Broader Market's Gain

NEAR Protocol (NEAR) edged lower on Saturday after Grayscale highlighted that the token led a September rally in artificial intelligence (AI) tokens, with the firm’s AI crypto sector gaining, more than double the broader market's rise.

Grayscale sees AI crypto producing “one or more major winners” over the next five years. 


Near

Bitwise NEAR ETF - Common Shares of Beneficial Interest of Bitwise NEAR ETF

Bittensor

Venice Token

Worldcoin

<ul class="summary-bullets"><li>Bitwise's general counsel welcomed the SEC's custody proposal on Friday, but said DeFi questions were not resolved.</li><li>Managers could hold assets themselves where no qualified custodian would take them.</li><li>The Securities and Exchange Commission was taking comments for 60 days after the proposal reached the Federal Register.</li></ul>Bitwise General Counsel Johanna Collins-Wood said that the Securities and Exchange Commission's (SEC) new crypto custody proposal solved problems asset managers have faced for years, but that "important questions about DeFi still remain[ed]."Collins-Wood<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/johannarcw/status/2106010064389869989">&nbsp;explained</a> her reading of the custody counsel on X on Friday, saying that the framework "thoughtfully addresses problems crypto asset managers have faced since 2017". She added that it was encouraging to see the SEC working through the issues with the industry, while voicing her approval of the path to holding assets directly."For years we have dealt with the issue of wanting exposure to a new token that no qualified custodian would hold," Collins-Wood said.<figure class="image"><a class="st-link-external" href="https://x.com/johannarcw/thread/2106010064389869989" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_10_03_at_4_52_49_AM_033cfbd577.png" alt="Screenshot 2026-10-03 at 4.52.49 AM.png" width="824" height="1728"></a><figcaption>Source: @johannarcw/x</figcaption></figure>The proposed Rule 223-1(b)(7) would allow self-custody in that situation, subject to controls, reporting, and other safeguards, with managers required to move the asset once a qualified custodian becomes available.Collins-Wood also pointed to the recognition of state trust companies as crypto custodians, clarified trading authority and standing letters of authorization, and permission to keep records on-chain. Those, she said, are "practical changes that provide practical solutions."<h2 class="st-heading-2">Vaults Fall Outside The Rule</h2>However, she had one point of difference. Collins-Wood said the proposal rested on an assumption that did not hold across all through the crypto industry.The framework was built around wallets and client addresses, she said, which did not describe how decentralized finance worked.<h2 class="st-heading-2">What Did The SEC Propose?</h2>The commission proposed new rules on Thursday to establish a tailored framework for how registered investment advisers and regulated funds could custody certain crypto assets and offer crypto investments. This also includes potential pathways for self-custody.The proposal would also authorize state trust companies to act as custodians, update audit requirements for advisers, modernize broker-dealer custodial standards for funds, and remove barriers to giving crypto-related investment advice.Chairman Paul S. Atkins<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/newsroom/speeches-statements/atkins-crypto-custody-100126-statement-proposal-address-custody-crypto-assets-under-investment-advisers-act-investment-company">&nbsp;added</a> that the rules "would provide a clear regulatory framework for the custody of crypto assets, giving investment advisers and funds a compliant pathway," replacing what he called "the grey of uncertainty created by custody rules crafted for a bygone era."According to Bitwise’s Collins-Wood, the SEC was inviting discussion on the gap she identified, through questions 171 to 180 covering DeFi, staking and receipt tokens. Comments are due 60 days after publication in the Federal Register.<h2 class="st-heading-2">Vaults Draw Institutional Interest</h2>These developments come as large firms have been looking at the products the rule did not describe. Morgan Stanley (MS)<a href="https://stocktwits.com/news-articles/markets/equity/morgan-stanley-sees-path-for-defi-vaults/cZMZ2iQRBgY">&nbsp;said</a> on Tuesday that it had set up a Digital Asset Lab partly to test DeFi vaults, with its digital assets head calling them an area of particular interest while cautioning that the technology was “too nascent to risk the firm's wider platform.”&nbsp;The proposal also arrives weeks after the Digital Asset Market Clarity Act (CLARITY Act)<a href="https://stocktwits.com/news-articles/markets/equity/clarity-act-hits-a-senate-wall-crypto-ce-os-furious-senators-defend-no-votes-some-analysts-say-fight-isn-t-over/cZtYE7DRB2I">&nbsp;failed to advance</a> in the Senate last month, leaving regulators to set the terms through rulemaking rather than legislation.<h2 class="st-heading-2"><a class="mention" data-mention="$BTC.X" data-symbol-id="BTC.X" href="https://stocktwits.com/symbol/BTC.X" target="_blank">Bitcoin</a> Slips As ETF Demand Holds Steady</h2>Institutional demand has held up through the week. Spot Bitcoin ETFs drew over $102 million on Thursday, the day the proposal landed, and roughly $120 million the following day, according to SoSoValue data.<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> was down nearly 2% during the past 24 hours. On Stocktwits, the retail sentiment around BTC moved to ‘bearish’ from ‘neutral’ while chatter around it shifted to ‘normal’ from ‘low’ over the past day.Read also:<a href="https://stocktwits.com/news-articles/markets/equity/jim-cramer-warns-q3-earnings-not-as-strong-fed-rate-hike-difficult-backdrop/cZDZfziRB1R"> Jim Cramer Warns Q3 ‘Earnings Deluge’ May Not Be As Strong As Previous Quarter — ‘Much More Difficult Backdrop’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

: In this photo illustration, a Bitwise logo is displayed on a smartphone with SEC logo in the background. (Photo Illustration by Omar Marques/SOPA Images/LightRocket via Getty Images)

SEC’s New Crypto Custody Proposal Leaves DeFi Vaults In Limbo, Bitwise Counsel Says

Bitwise General Counsel Johanna Collins-Wood said that the Securities and Exchange Commission's (SEC) new crypto custody proposal solved problems asset managers have faced for years, but that "important questions about DeFi still remain[ed]."

Bitwise General Counsel Johanna Collins-Wood said vaults running on smart contracts fell outside a rule written around wallets and addresses.

<ul class="summary-bullets"><li>The September jobs report delivered almost everything bond investors could have wanted, according to Schiff.</li><li>He argued that a major deterioration in stocks could temporarily trigger a flight to safety and push investors back into Treasurys.</li><li>But as long as the stock market continues to shrug off rising bond yields, he sees little reason for Treasury yields to reverse course.</li></ul>Economist Peter Schiff warned investors Friday that the U.S. economy is heading toward a potential bond-market crisis, arguing that surging government debt, rising Treasury yields and persistent inflation could turn the current orderly selloff into a much sharper decline.Schiff's warning came after Treasury bonds sold off despite a weak September jobs report, lower-than-expected inflation readings and sharply reduced expectations for an October Federal Reserve rate hike. He said the bond market's inability to rally on news that would normally support bonds is a sign that “the bears are still in control.”“I think before the end of this month, something's going to happen. And something's going to break in the housing market,” he added.<h2 class="st-heading-2">Weak Economic Data Fails To Rescue Bonds</h2>The September jobs report delivered almost everything bond investors could have wanted, according to Schiff. The U.S. economy added just 29,000 jobs in September, well below the 84,000 estimate. August payrolls were also revised lower, while the unemployment rate rose to 4.2%. Average hourly earnings increased just 0.1% month over month, the weakest monthly increase in more than five years, according to Schiff.That combination initially pushed Treasury bonds higher and sharply reduced market expectations for an October rate hike, but the rally did not last.Schiff pointed out that the 10-year Treasury yield ultimately closed the week near its highs at around 5.28%, while the 30-year yield ended around 5.63%.“So despite getting everything that it wanted, the bond market went down anyway,” Schiff said. He described the move as “a classic bear market action”, arguing that investors are selling Treasurys even when economic data is deteriorating.“The bears are still in control of the bond market,” he said. “The bond vigilantes are here and they're not going away.”The iShares 20+ Year Treasury Bond ETF (TLT) rose 0.04% in Friday’s after-hours session, while the iShares 7-10 Year Treasury Bond ETF (IEF) edged up by 0.05%.<h2 class="st-heading-2">Schiff Warns The Bond Selloff Could Accelerate</h2>Schiff believes the current Treasury selloff could eventually shift from an orderly decline into a much faster collapse.“If the bond market couldn't rally on what was good news, what's going to happen when we get bad news?” he said.That is the central concern behind his “mother of all bond bear markets” warning.Schiff argued that a major deterioration in stocks could temporarily trigger a flight to safety and push investors back into Treasurys. But as long as the stock market continues to shrug off rising bond yields, he sees little reason for Treasury yields to reverse course.“As long as the stock market keeps shrugging off the weakness in bonds, there's no reason for bonds to stop going down and there's no reason for rates to stop going up,” Schiff said.His concern extends beyond Treasurys. Higher borrowing costs could increasingly pressure housing, autos, consumer credit and financial institutions as more borrowers refinance or default. “They're going to keep going up until something breaks,” Schiff said.The economist ultimately compared the current environment to the early stages of a much larger financial deterioration.During the after-hours session on Friday, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY), which tracks the S&amp;P 500 index, rose 0.03%; the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust ETF</a> (QQQ) was flat; and the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) rose 0.12%. Retail sentiment on Stocktwits toward the S&amp;P 500 ETF was in the ‘extremely bullish’ territory at the time of writing.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/jim-cramer-warns-q3-earnings-not-as-strong-fed-rate-hike-difficult-backdrop/cZDZfziRB1R">Jim Cramer Warns Q3 ‘Earnings Deluge’ May Not Be As Strong As Previous Quarter — ‘Much More Difficult Backdrop’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

US Treasury Yields | Representative image. (Photo by Jaap Arriens/NurPhoto via Getty Images)

Peter Schiff Warns ‘Mother Of All Bond Bear Markets’ Is Coming — ‘Something’s Going To Break’

Schiff's warning came after Treasury bonds sold off despite a weak September jobs report, lower-than-expected inflation readings and sharply reduced expectations for an October Federal Reserve rate hike.

Equity

SPDR Dow Jones Industrial Average ETF

Invesco QQQ Trust Series 1

SPDR S&P 500 ETF Trust

ProShares Ultra Bloomberg Crude Oil

United States Oil Fund

<ul class="summary-bullets"><li>Cramer's warning comes against a mixed market backdrop, with the S&amp;P 500 having posted declines in three of the past four weeks, while the Dow Jones Industrial Average has declined in four of the past five weeks.</li><li>The Nasdaq Composite has been the exception, posting back-to-back weekly gains as AI and technology stocks continue to provide concentrated market leadership.</li><li>Cramer stressed that investors can still make money in the current environment, but said doing so will be more difficult than it has been.</li></ul>Jim Cramer warned investors Friday to brace for a potentially tougher third-quarter (Q3) earnings season, saying rising interest rates and the Federal Reserve's ongoing fight against inflation have created a more challenging backdrop for corporate results.Cramer’s warning comes as major U.S. banks prepare to kick off the Q3 earnings cycle on Oct. 14, with JPMorgan Chase &amp; Co. (JPM), Wells Fargo &amp; Co. (WFC), Citigroup Inc. (C) and Goldman Sachs Group Inc. (GS) among the first major companies to report.<h2 class="st-heading-2">Cramer Warns Of A Tougher Q3 Earnings Season</h2>Cramer said investors should not expect the same strength they have become accustomed to.“We’re on the verge of the earnings deluge and, this time, I don’t think we’ll be getting the kind of strong numbers that we’ve become accustomed to,” Cramer said on Friday on CNBC's “Mad Money.”Cramer's warning comes against a mixed market backdrop, with the S&amp;P 500 having posted declines in three of the past four weeks, while the Dow Jones Industrial Average has declined in four of the past five weeks. The Nasdaq Composite has been the exception, posting back-to-back weekly gains as AI and technology stocks continue to provide concentrated market leadership.“Thanks to rising rates and [a Federal Reserve] that’s determined to bring down inflation, we’ve got a much more difficult backdrop coming up for earnings season,” Cramer said.However, data from the CME FedWatch&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html">tool</a> shows that the odds of a 25 basis point rate hike in the Federal Open Market Committee (FOMC) meeting later this month are 22.1%.Cramer stressed that investors can still make money in the current environment, but said doing so will be more difficult than it has been.“I’m not saying it’s impossible to make money owning stocks in this environment, but it’s certainly a lot harder than it used to be,” he said.<h2 class="st-heading-2">Marvell Investor Day Could Be A Key AI Test</h2>Despite his broader caution, Cramer sees an important event on Tuesday when Marvell Technology Inc. (MRVL) holds its investor day.The semiconductor company, which develops custom AI chips and networking technology, is expected to provide updated long-term targets under CEO Matt Murphy. Cramer said the presentation could highlight how deeply Marvell is becoming embedded in the massive data-center buildout driven by AI.“I bet his presentation will be very strong, with big reverberations throughout the hyperscaler world,” he added.New York Federal Reserve President John Williams is another key event on Cramer's calendar. Williams previously said there was “no need for urgency” regarding the next rate hike.Cramer said investors will be listening closely to Williams' next remarks following Friday's weak September jobs report, looking for clues about how the latest labor-market data could affect the Fed's policy path.During the after-hours session on Friday, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY), which tracks the S&amp;P 500 index, rose 0.03%; the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust ETF</a> (QQQ) was flat; and the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) rose 0.12%. Retail sentiment on Stocktwits toward the S&amp;P 500 ETF was in the ‘extremely bullish’ territory at the time of writing.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dan-ives-tesla-big-ai-pivot-golden-year-2027-robotaxi-optimus-cybercab/cZDZ9s8RBKC">Dan Ives Says Tesla Could Have A ‘Golden Year’ In 2027 — Robotaxis, Optimus And Cybercab In Focus</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The New York Stock Exchange stands on Wall Street in New York City

Jim Cramer Warns Q3 ‘Earnings Deluge’ May Not Be As Strong As Previous Quarter — ‘Much More Difficult Backdrop’

Cramer’s warning comes as major U.S. banks prepare to kick off the third quarter earnings cycle on Oct. 14.

Broadcom Inc

Citigroup Inc

JPMorgan Chase & Co

Marvell Technology Inc

Morgan Stanley

Wells Fargo & Co.

<ul class="summary-bullets"><li>Ives described the European rebound as a “sigh of relief” for investors, arguing that the return to growth represents an important step for Tesla.</li><li>While Cybertruck adoption remains a focus, Ives said the vehicle is unlikely to materially change Tesla's demand picture because it targets a relatively high-end segment of the market.</li><li>For Tesla investors, he said, the more important story is Robotaxis and autonomous driving.</li></ul>Tesla Inc. (TSLA) could be heading into a pivotal 2027, with tech strategist Dan Ives pointing to Robotaxis, the Cybercab and Optimus humanoid robots as potential catalysts for the electric-vehicle maker's next phase of growth.During an interview with CNBC, Ives said that the bigger question now is whether Tesla can translate stabilizing EV demand into its broader autonomous-driving and AI ambitions.<a href="https://stocktwits.com/symbol/TSLA">Tesla shares</a> closed nearly 5% higher on Friday.<h2 class="st-heading-2">Tesla's Delivery Rebound Offers A ‘Sigh Of Relief’</h2>Tesla&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tesla-rivian-deliveries-beat-estimates-analysts-explain-why-tsla-rallied-while-rivn-fell/cZDm6zHRBKr">delivered</a> 486,532 vehicles in the third quarter (Q3), compared with the company-compiled analyst consensus of 461,974. Model 3 and Model Y deliveries totaled 478,237, representing about 98% of the company's total deliveries.Ives described the European rebound as a “sigh of relief” for investors, arguing that the return to growth represents an important step for Tesla.“I believe it's a big step in the right direction for Tesla in terms of what we saw right here,” Ives said.The delivery mix, however, also underscores Tesla's continued dependence on its two core vehicles. Other models accounted for just 8,295 deliveries during the quarter.That makes the company's upcoming product and technology launches particularly important, according to Ives, who sees the current period as a transition between Tesla's established EV business and a potentially broader AI-driven business.<h2 class="st-heading-2">Robotaxis Could Define Tesla's Next Chapter</h2>While Cybertruck adoption remains a focus, Ives said the vehicle is unlikely to materially change Tesla's demand picture because it targets a relatively high-end segment of the market.For Tesla investors, he said, the more important story is Robotaxis and autonomous driving.“The stock, it all comes down to Robotaxis. Autonomous,” Ives said.Ives argued that Tesla is increasingly transitioning from an EV company into what he described as a “true AI player.” The challenge for investors is that the company is currently in the transition period between those two phases, with the market waiting for evidence that its autonomous-driving ambitions can scale.Robotaxi expansion into additional cities will be a key test, Ives said. As Tesla expands the service, investors will be watching for the point at which the autonomous-driving business moves beyond an early-stage rollout and begins operating at meaningful scale.“I think right now, this is sort of the appetizer to what's really going to be a key year for Tesla as you go in 2027,” Ives said.He also pointed to the Cybercab as another potential catalyst as Tesla works toward expanding its autonomous vehicle ambitions.<h2 class="st-heading-2">Optimus, Cybercab Could Make 2027 A ‘Golden Year’</h2>Beyond Robotaxis, Ives expects Optimus to become another major part of Tesla's story.He sees Optimus potentially rolling out in the second half of 2027, while describing early to mid-2027 as an important period for Tesla's Robotaxi ambitions.“I think 2027 could be a golden year for Tesla,” Ives said.He added that the timeline remains dependent on execution and regulatory progress, particularly for autonomous vehicles. Ives noted that Robotaxi expansion has been slower out of the gate in part because of regulatory hurdles.Ives also said Tesla's demand picture is beginning to stabilize, which he views as an important foundation for the company's next phase.“Demand stabilizing, and that's important. It sets the stage for, I think, what could be a very, very strong year,” Ives said.The combination of improving EV demand and progress in autonomous driving and robotics is ultimately what Ives believes could make 2027 a defining year for Tesla.<h2 class="st-heading-2">What Retail Investors Think About TSLA Stock</h2>Retail sentiment on Stocktwits around Tesla trended in the ‘bullish’ territory at the time of writing.<a href="https://stocktwits.com/symbol/TSLA">TSLA stock</a> is down 18% year-to-date and 15% over the past 12 months. The S&amp;P 500 ETF (SPY) is up 17% over the past 12 months, while the Invesco QQQ Trust (QQQ) is up 24%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-us-diesel-export-ban-g7-countries-release-100m-oil/cZDZeSwRBKU">Trump Says US Will Not Impose A Diesel Export Ban As G7 Countries Agree To Release 100M Barrels Of Diesel And Oil Stocks: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Tesla CEO Elon Musk speaks to the media next to its Model S during a press conference in Hong Kong.

Dan Ives Says Tesla Could Have A ‘Golden Year’ In 2027 — Robotaxis, Optimus And Cybercab In Focus

During an interview with CNBC, Ives said that the bigger question now is whether Tesla can translate stabilizing EV demand into its broader autonomous-driving and AI ambitions.

Dan Ives Says Tesla’s Big AI Pivot Is Coming — ‘2027 Could Be A Golden Year’

Tesla Inc

<ul class="summary-bullets"><li>Trump had repeatedly floated a potential U.S. diesel export ban in recent weeks as fuel prices climbed, but said on Friday that the measure is now off the table.</li><li>According to a Reuters report, Trump told reporters Europe has substantial diesel supplies and that both Europe and the U.S. would make a “major world contribution” to stabilizing the market.</li><li>The G7 statement also included a commitment by member countries to refrain from imposing export restrictions on energy and energy products between G7 nations.</li></ul>President Donald Trump said the U.S. will not impose a diesel export ban after the Group of Seven (G7) countries agreed to coordinate the release of 100 million barrels of crude oil and petroleum products from emergency reserves.The G7 said the coordinated release will begin immediately and continue for four months, with a “substantial” amount of diesel released within the first 20 days. Trump had repeatedly floated a potential U.S. diesel export ban in recent weeks as fuel prices climbed, but said on Friday that the measure is now off the table.<h2 class="st-heading-2">Trump Drops Diesel Export Ban As Europe Faces Supply Pressure</h2>Trump had warned that the U.S. could restrict diesel exports if European countries failed to release more of their emergency inventories. Europe has become increasingly dependent on U.S. diesel imports after disruptions to supplies from Gulf producers following the outbreak of the Iran war.According to a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/energy/europe-discussing-plan-diesel-stock-releases-after-us-pressure-source-says-2026-10-02/">report</a>, Trump told reporters that the U.S. would not impose the export ban, saying Europe has substantial diesel supplies and that both Europe and the U.S. would make a “major world contribution” to stabilizing the market.“Europe has just agreed to release a massive amount of their heavily stocked Diesel Oil. The process will begin immediately,” Trump said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://truthsocial.com/@realDonaldTrump/posts/117371677010048663">post</a> on Truth Social.<figure class="image"><img src="https://news.stocktwits-cdn.com/Trump_post_de29d8ec9c.jpg" alt="Donald Trump's post on Truth Social" width="569" height="186"><figcaption>Donald Trump's post on Truth Social | @realDonaldTrump/X</figcaption></figure>The G7 statement also included a commitment by member countries to refrain from imposing export restrictions on energy and energy products between G7 nations, while calling on other producers to avoid measures that could further tighten markets.<h2 class="st-heading-2">G7 Unveils 100 Million-Barrel Emergency Stock Release</h2>The G7 said its members and partners will coordinate through the International Energy Agency to release 100 million barrels of oil and refined petroleum products, taking into account commitments already fulfilled under an earlier emergency stock-release agreement.The release will be front-loaded, with a substantial amount of diesel entering the market during the first 20 days. The agreement will run for four months, while G7 countries said they would coordinate refinery maintenance schedules and encourage additional refining capacity where feasible.The group did not specify exactly how the 100 million barrels will be divided between crude oil, diesel and other petroleum products, nor did it provide a country-by-country breakdown.The G7 also said it would convene with the IEA in the coming days to discuss additional diesel releases if market conditions require further action.European governments had also discussed a proposal from France for countries to release 50 million barrels of diesel, while IEA members would release another 50 million barrels of crude oil, according to people familiar with the discussions.The emergency releases come after the IEA coordinated a record 400-million-barrel stock&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/iran-warns-aggression-shatter-restraint-why-oil-price-rising/cZduc5GRI9e">release in March</a>.<h2 class="st-heading-2">Crude Oil Prices Mixed</h2>Crude oil prices were mixed last week, with the U.S. West Texas Intermediate (WTI) futures expiring in November falling 1.24% to $91.26 a barrel after a 3.82% fall the week before. However, Brent crude futures expiring in December rose 3.47% this week, hovering around $102.72 a barrel after a 0.46% increase the week before.The United States Oil Fund ETF (USO) declined about 2% on Friday, while the ProShares Ultra Bloomberg Crude Oil ETF (UCO) fell about 0.4%.During the after-hours session on Friday, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY), which tracks the S&amp;P 500 index, rose 0.03%; the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust ETF</a> (QQQ) was flat; and the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) rose 0.12%. Retail sentiment on Stocktwits toward the S&amp;P 500 ETF was in the ‘extremely bullish’ territory at the time of writing.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/fed-beth-hammack-americans-inflationary-mindset/cZDZExqRBKD">Fed's Beth Hammack Warns Americans Are Developing An 'Inflationary Mindset' — Here's Why That's A Problem</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

U.S. President Donald Trump speaks to the media on the South Lawn of the White House on September 26, 2026 in Washington, DC

Trump Says US Will Not Impose A Diesel Export Ban As G7 Countries Agree To Release 100M Barrels Of Diesel And Oil Stocks: Report

The G7 said the coordinated release will begin immediately and continue for four months, with a “substantial” amount of diesel released within the first 20 days.

<ul class="summary-bullets"><li>Hammack said an inflationary mindset develops when consumers and businesses become more tolerant of persistent price increases and begin treating higher inflation as a fact of life.</li><li>She pointed to an example from a retailer in the Cleveland Fed's district that had experienced repeated supply shocks and rising costs.</li><li>Rather than simply passing those higher costs on to customers, the business was raising prices by “a little extra” because it expected additional inflation but did not know where it would come from.</li></ul>Federal Reserve Bank of Cleveland President Beth Hammack warned that persistently high inflation could cause Americans and businesses to become more accepting of rising prices, creating what she called an “inflationary mindset” that could make it harder for the central bank to bring inflation back to its 2% target.During an interview with PBS, Hammack said she remains concerned about inflation, noting that the Fed has been missing its inflation mandate for more than five years.<h2 class="st-heading-2">Hammack Warns Inflation Could Become The 'New Norm'</h2>Hammack said an inflationary mindset develops when consumers and businesses become more tolerant of persistent price increases and begin treating higher inflation as a fact of life.She pointed to an example from a retailer in the Cleveland Fed's district that had experienced repeated supply shocks and rising costs. Rather than simply passing those higher costs on to customers, the business was raising prices by “a little extra” because it expected additional inflation but did not know where it would come from.Hammack said this behavior can become self-reinforcing. Businesses raise prices in anticipation of future inflation, while consumers and workers become increasingly accustomed to higher prices and wage demands.That could make it more difficult for monetary policy to bring inflation down because expectations about future prices begin influencing current economic decisions.<h2 class="st-heading-2">Americans Are Feeling The Pressure As Wages Lag Inflation, Says Hammack</h2>Hammack also described the strain she is hearing from lower- and moderate-income Americans, particularly as wage growth has failed to consistently keep pace with inflation.At a recent roundtable in Northeast Ohio, she said people described a progression from trading down on groceries to making difficult decisions about which bills they could afford to pay.“People are juggling now,” Hammack said, describing consumers deciding between putting food on the table, filling their gas tanks and paying rent. She also said some people are relying more heavily on credit.The comments underscore the uneven impact of inflation, with households at the lower end of the income spectrum facing fewer options to absorb higher prices.Hammack said inflation remains the area of greater concern for her within the Fed's dual mandate, even as she characterized the labor market as relatively stable.<h2 class="st-heading-2">Weak Jobs Report Puts Fed's Next Rate Decision In Focus</h2>The September employment report added another complication for the Fed ahead of its next policy meeting.Employers added just 29,000 jobs in September, below economists' expectations, while job gains for July and August were revised down by a combined 60,000. The unemployment rate also increased to 4.2% from 4.1% in August.Dow Jones estimates,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.marketwatch.com/economy-politics/calendar">cited</a> by MarketWatch, showed that the consensus estimate was for an addition of 84,000 jobs during September, with the unemployment rate at 4.1%.Despite the weak monthly reading, Hammack cautioned against putting too much weight on a single jobs report. She said the economy has averaged about 41,000 new jobs per month over the past year, roughly in line with her estimate of the employment growth needed to keep the unemployment rate stable.Hammack also said she takes more signal from broader trends than individual data points and noted that the Fed will receive additional economic information before its next meeting.During the after-hours session on Friday, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY), which tracks the S&amp;P 500 index, rose 0.03%; the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust ETF</a> (QQQ) was flat; and the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) rose 0.12%. Retail sentiment on Stocktwits toward the S&amp;P 500 ETF was in the ‘extremely bullish’ territory at the time of writing.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/aapl-flag-ai-requests-data-access-macs-meta-muse-agent/cZDZdgsRBKv">AAPL To Flag AI Requests For Data Access On Macs Amid Complaints Over META's Muse Agent</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The seal of the Federal Reserve. (Tom Williams/CQ-Roll Call, Inc via Getty Images)

Fed's Beth Hammack Warns Americans Are Developing An 'Inflationary Mindset' — Here's Why That's A Problem

During an interview with PBS, Hammack said she remains concerned about inflation, noting that the Fed has been missing its inflation mandate for more than five years.

<ul class="summary-bullets"><li>Apple said that Full Disk Access is a powerful macOS capability that largely bypasses the operating system’s normal privacy protections.</li><li>The feature exists in part because certain applications, particularly backup services, need broad access to a Mac’s data to function properly.</li><li>However, Apple said some developers are using the capability in ways that could expose users to privacy risks.</li></ul>Apple Inc. (AAPL) is tightening privacy controls on Mac computers as increasingly capable artificial intelligence agents gain access to sensitive user data.The company announced on Friday that it will introduce additional safeguards around its Full Disk Access feature, requiring more explicit user action before an app can obtain broad access to files, messages, mail and other data.<a href="https://stocktwits.com/symbol/AAPL">Apple shares</a> ended with gains of about 2% in Friday’s regular trade, while&nbsp;<a href="https://stocktwits.com/symbol/META">Meta shares</a> gained 0.3%.<h2 class="st-heading-2">Apple Moves To Tighten Full Disk Access</h2>Apple said that Full Disk Access is a powerful macOS capability that largely bypasses the operating system’s normal privacy protections.The feature exists in part because certain applications, particularly backup services, need broad access to a Mac’s data to function properly. However, Apple said some developers are using the capability in ways that could expose users to privacy risks.“Some developers are using Full Disk Access in ways that could put users at risk,” Apple said in a post.The company said an application with this level of access can potentially reach virtually everything stored on a Mac, including files, mail, messages and browsing history.Going forward, Apple said it will introduce additional controls so users who want to grant an application Full Disk Access must take a more explicit action to do so.<h2 class="st-heading-2">AI Agents Raise New Privacy Concerns</h2>Apple directly tied the planned changes to the rapid development of autonomous AI agents.“As AI agents become increasingly capable and autonomous, the risks associated with this level of access will grow substantially,” Apple said.Unlike traditional applications that generally perform a defined set of functions, AI agents can interpret instructions, make decisions and take multiple actions on a user's behalf.“We are committed to ensuring users clearly understand these risks before granting such access,” the company said, adding that users should be able to make informed decisions about their own data and privacy.<h2 class="st-heading-2">Meta Pushes Back On Muse Claims</h2>The Apple announcement follows criticism of Meta Platforms Inc.’s (META) Muse AI agent, which is designed to perform tasks on a user's behalf, including managing subscriptions and seeking better prices.Technology columnist Jason Aten recently&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.inc.com/jason-aten/metas-new-muse-ai-agent-read-my-private-messages-i-never-asked-it-to/91408202">alleged</a> that Muse accessed private Messages content on his Mac despite noting that he had not enabled Full Disk Access.Meta spokesperson Andy Stone disputed the characterization, saying Muse cannot access Messages unless users explicitly enable the necessary permissions.“Let's set the record straight: the Messages integration in the Muse app for Mac is entirely opt-in,” Stone said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/andymstone/status/2105106775259128080">post</a> on X.According to Stone, users must enable both Full Disk Access and the Messages connector for Muse to access Messages content. He also said the permission can be revoked at any time.<figure class="image"><img src="https://news.stocktwits-cdn.com/Andy_post_db2cefd064.jpg" alt="Andy Stone's post on X" width="585" height="228"><figcaption>Andy Stone's post on X | @andymstone/X</figcaption></figure><h2 class="st-heading-2">What Retail Traders Think Of AAPL Stock</h2>Retail sentiment on Stocktwits around Apple trended in the ‘bearish’ territory at the time of writing.<a href="https://stocktwits.com/symbol/AAPL">AAPL stock</a> is up 23% year-to-date, while&nbsp;<a href="https://stocktwits.com/symbol/META">META stock</a> is up 10%. The S&amp;P 500 ETF Trust (SPY) is up 15% over the past 12 months, while the Invesco QQQ Trust (QQQ) is up 24%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/crowdstrike-president-ai-models-evading-oversight-deceptively/cZDZ5O8RBKu">CrowdStrike President Warns AI Models Are Learning To Evade Oversight, Act Deceptively — ‘We’re Going To See Big Incidents’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Apple MacBook laptops are displayed while customers browse and test Apple products inside an Apple Store on June 30, 2026, in Hong Kong, China.

AAPL To Flag AI Requests For Data Access On Macs Amid Complaints Over META's Muse Agent

Apple said it will introduce additional safeguards around its Full Disk Access feature, requiring more explicit user action before an app can obtain broad access to files, messages, mail and other data.

Apple Inc

<ul class="summary-bullets"><li>Sentonas said one of his biggest concerns is the pace at which AI models are demonstrating capabilities that developers and users did not fully anticipate.</li><li>He pointed to recent instances in which AI systems have demonstrated evasion, oversight avoidance, deceptive behavior and scope violations.</li><li>Sentonas highlighted reports involving OpenAI's internal testing, saying the company had identified higher levels of deception and instances where AI systems failed to accurately disclose actions they were taking.</li></ul>CrowdStrike Holdings Inc. (CRWD) President Michael Sentonas warned that artificial intelligence models are increasingly exhibiting behaviors that could make them harder to control, including evading oversight, violating their assigned scope and acting deceptively.During an interview with CNBC, Sentonas said organizations are still learning what frontier and open-weight models are capable of, while cybercriminals and other adversaries are already using AI to accelerate attacks.<a href="https://stocktwits.com/symbol/AMD">CrowdStrike shares</a> closed 1% higher in Friday’s regular trading session, but inched 0.04% lower during the afterhours session.<h2 class="st-heading-2">AI Models Are Showing Deceptive Behavior, Says Sentonas</h2>Sentonas said one of his biggest concerns is the pace at which AI models are demonstrating capabilities that developers and users did not fully anticipate.“Every week we're hearing these models are doing things that they did without us realizing,” Sentonas said.He pointed to recent instances in which AI systems have demonstrated evasion, oversight avoidance, deceptive behavior and scope violations, arguing that the industry is only beginning to understand the breadth of these risks.Sentonas also referenced recent reports involving OpenAI's internal testing, saying the company had identified higher levels of deception and instances where AI systems failed to accurately disclose actions they were taking.“We're just starting to understand the breadth of these issues. I think these issues are going to get worse. We're going to see big incidents,” he added.<h2 class="st-heading-2">Sentonas Warns AI Is Supercharging Cyberattacks</h2>Sentonas also warned that the AI arms race cannot simply be slowed down because increasingly capable models are already widely available, including open-weight models without the same guardrails used by some frontier AI developers.“You've got open weight models, models that are being built around the world that don't have guardrails,” he said, adding that models with capabilities approaching those of frontier systems are already “in the hands of adversaries” and attackers.That makes the technology a two-sided security challenge. Attackers can use AI to automate reconnaissance, identify vulnerabilities and execute portions of attacks that previously required significant human time and effort.CrowdStrike is seeing that shift firsthand, according to Sentonas, who added that he is seeing an increase every week in adversaries using AI to accelerate their attacks. Sentonas added that the tasks that would previously take hours, days or weeks are being compressed into “seconds to minutes.”He argued that defenders therefore need access to the same underlying technologies being used by attackers.“We need to make sure that the same technologies that's in the hands of the attacker are in the hands of the defenders,” Sentonas added.<h2 class="st-heading-2">Agentic AI Presents A New Security Problem</h2>Sentonas also highlighted the rise of agentic AI and the new security problems it is bringing to the fore.He noted that AI agents can operate using the permissions of the humans who instruct them. If those permissions are broader than necessary or remain active after a task is completed, an agent could potentially gain access to systems or data beyond what was intended, he explained.“The agents have that authorization and they can keep it for a long period of time, and that's where things go wrong,” Sentonas said.His proposed approach is to eliminate standing privileges, granting an AI agent only the permissions necessary to complete a specific task and removing those permissions once the task is finished.<h2 class="st-heading-2">What Retail Investors Think Of CRWD Stock</h2>Retail sentiment on Stocktwits around CrowdStrike trended in the ‘neutral’ territory at the time of writing.<a href="https://stocktwits.com/symbol/CRWD">CRWD stock</a> has gained 130% year-to-date and 117% over the past 12 months. The Invesco QQQ Trust (QQQ) is up 24% over the past 12 months, while the iShares U.S. Technology ETF (IYW) is up 36%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/defense-stocks-ba-rtx-lhx-onds-defense-contracts-autonomous-warfare/cZDZRNuRBKt">Stocktwits Defense Watch: BA, RTX, LHX Score Major Deals As ONDS Expands Counter-Drone Push</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the CrowdStrike Holdings logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

CrowdStrike President Warns AI Models Are Learning To Evade Oversight, Act Deceptively — ‘We’re Going To See Big Incidents’

During an interview with CNBC, CrowdStrike President Michael Sentonas said organizations are still learning what frontier and open-weight models are capable of.

Crowdstrike Holdings Inc

iShares US Technology ETF

The mission of the Worldcoin project is to build the world’s largest identity and financial network as a public utility, giving ownership to everyone. A key component of the Worldcoin project is the development of the foundational infrastructure that will be important for a world where AI plays an increasingly large role.  The Worldcoin system revolves around World ID, a privacy-preserving global identity network. World ID enables users to verify their humanness online while maintaining their privacy through zero-knowledge proofs.  Using World ID, individuals will be able to prove that they are a real, unique human to any platform that integrates with the protocol, including to web3 systems, social networking sites, and governmental programs. This will enable fair airdrops or token/NFT sales, provide protection against bots/sybil attacks on social media, and enable the fairer distribution of limited governmental resources. Furthermore, World ID can also enable global democratic processes and novel forms of governance (e.g., via quadratic voting), and it may eventually show a path to AI-funded UBI. The Worldcoin token (WLD), alongside World ID, will let users participate in governing the Worldcoin protocol.   To engage with the Worldcoin protocol, individuals must first download a first wallet app that supports the creation of a World ID. Users visit a physical imaging device called the Orb to get their World ID Orb-verified. Orbs are operated by a network of independent local businesses called Orb Operators. The Orb uses multispectral sensors to verify humanness and uniqueness to issue an Orb-verified World ID, with all images being promptly deleted on-device per default (absent explicit consent to Data Custody). All Orb-verified World IDs holders are entitled to claim recurring grants of free WLD tokens, subject to certain availability restrictions. The WLD token is designed as a utility token with governance properties.

Worldcoins rally above the $0.60 level and breakout-focused trading are drawing attention, with traders pointing to Eightcos disclosed large WLD holdings and the tokens proof-of-humanity pitch amid growing AI-agent concerns. Sentiment is largely bullish, though some traders warn that the move is volatile and question whether it can hold.

Structure Therapeutics, Inc. is a clinical stage global biopharmaceutical company, which engages in developing novel oral therapeutics to treat a wide range of chronic diseases with unmet medical needs. Its pipeline includes Aleniglipron GSBR-1290, ACCG-2671, GIPR, GCGR, ANPA-0073, and LTSE-2578. The company was founded by Raymond C. Stevens in 2016 and is headquartered in South San Francisco, CA.

Structure Therapeutics Inc - ADR

GPCR is drawing attention amid a sharp pullback in obesity-biotech stocks, despite positive clinical updates for its oral obesity-drug pipeline. Traders are split: skeptics cite questions about efficacy durability, side effects and the long Phase 3 timeline, while bullish investors view the pipeline as undervalued and speculate about a potential pharma partnership or buyout.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

Discussion centers on new real-world comparisons of DefenCath with ClearGuard and what they mean for adoption and reimbursement. Bulls point to infection-reduction evidence and expanded dialysis-provider use, while skeptics cite comparable outcomes in one study and uncertainty around post-TDAPA and Medicare Advantage coverage.

The Compound Governance Token is a governance token on the Compound Finance lending protocol, COMP allows the owner to delegate voting rights to the address of their choice; the owner’s wallet, another user, an application, or a DeFi expert. Anybody can participate in Compound governance by receiving delegation, without needing to own COMP.  Anybody with 1% of COMP delegated to their address can propose a governance action; these are simple or complex sets of actions, such as adding support for a new asset, changing an asset’s collateral factor, changing a market’s interest rate model, or changing any other parameter or variable of the protocol that the current administrator can modify.

Compound

Compounds institutional push and anticipated V4 upgrade are recurring catalysts, with bullish traders also pointing to its capped token supply and a possible DeFi or altcoin revival. Others remain skeptical, citing COMPs lagging price action and competition from rival lending protocols.

UNI is the governance token for Uniswap, an Automated Market Marker DEX on the Ethereum blockchain. The UNI token allows token holders to participate in the governance of the protocol. Key decisions such as usage of the treasury or future upgrades can be decided through a governance vote.

Traders are focused on Uniswaps Robinhood integration and tokenized-asset activity, alongside the fee-funded UNI buyback-and-burn mechanism that they see as improving token value capture. Many are bullish on the added usage and reduced supply, while others question whether the developments are reflected in the price and point to sharp volatility and pullbacks.

Penguin Solutions, Inc. engages in designing, building, and managing enterprise solutions. It operates through the following segments: Advanced Computing, Integrated Memory, and Optimized LED. The Advanced Computing segment offers platform solutions and services for artificial intelligence, high-performance computing, machine learning, advanced modeling, and the internet of things. The Integrated Memory refers to integrated memory solutions through the design and development. The Optimized LED segment comprises a broad portfolio of application-optimized LEDs. The company was founded in 1988 and is headquartered in Fremont, CA.

Penguin Solutions Inc.

Penguin Solutions strong quarterly results and raised outlook, attributed to demand for AI infrastructure and memory solutions, are driving attention and a sharp rally. Bulls see room for continued momentum, while skeptics warn the stock is extended and debate whether the gains are sustainable.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras is under pressure amid reports that OpenAIs latest Ultrafast mode uses Nvidia GPUs rather than Cerebras hardware, alongside staged IPO share unlocks and insider selling. Bulls cite Sam Altmans reaffirmation of a close partnership and argue capacity constraintsnot lost demandexplain the shift, while traders debate whether the selling overhang will persist.

What is the project about? Pepe is a community based meme token surround the iconic meme Pepe the frog. Pepe aims to leverage the power of such an iconic meme to become the most memeable memecoin in existence.   What makes your project unique? Pepe is here to make memecoins great again. Ushering in a new paradigm for memecoins, Pepe represents the memecoin in it's purest simplicity. With zero taxes, liquidity locked forever, and contract immutable, Pepe is for the people, forever. Pepe is about culture, rallying together a community to have fun and enjoy memes, fueled purely by memetic power.   History of your project. Pepe was stealth launched on Friday, April 14th, 2023.   What’s next for your project? Pepe will focus on developing a tight-knit community around the token and building resources to enrich the communities knowledge and success in crypto through a token gated group, newsletter, and more tools.   What can your token be used for? Pepe can be used to speculate on the power of memes, and does not pretend to be anything more.

Pepe

PEPE is drawing attention for choppy consolidation below a widely watched resistance area after a volatile rally and pullback. Traders are split between expecting a breakout and seeing continued weakness, with many watching whether support holds and noting the coin has lagged broader crypto moves.

Alumis, Inc. is a clinical stage biopharmaceutical company, which engages in identifying, acquiring, and accelerating the development and commercialization of transformative medicines for autoimmune disorders. It focuses on building a pipeline of molecules with the potential to address a broad range of immune-mediated diseases such as monotherapy or combination therapies. The company was founded on January 29, 2021 and is headquartered in San Francisco, CA.

Alumis Inc.

Alumis is drawing attention after its Phase 2b LUMUS lupus trial missed the overall study endpoints, triggering a steep selloff. Traders are divided over whether the decline is excessive: some see a remaining lupus signal in the IFNGS-high subgroup and point to the intact psoriasis program, while others remain concerned about the setback and financing needs.

Direxion Shares ETF Trust - Direxion Daily TSLA Bull 2X ETF

Direxion Daily TSLA Bull 2X Shares

TSLL is drawing attention as traders react to sharp, volatile moves in Tesla and look for a rebound, with some buying dips or trading for upside while others take profits or warn about reversals and leverage decay. Cybercab and robotaxi developments add to the bullish speculation, but the conversation is largely focused on short-term Tesla momentum rather than a single confirmed catalyst.

statis crypto Watchlist

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.

Microsoft Corporation

NVIDIA Corp

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