SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

London-based Quant Network is set to revolutionise blockchain technology with the development of their blockchain operating system Overledger. The experienced team are determined to fulfil the original vision of the internet by creating an open trusted network for people, machines, and data to operate securely and safely.  Overledger -the first interoperable blockchain operating system that facilitates internet-scale development of decentralised, multi-chain applications. Overledger has the ability to unlock and distribute value and applications across current and future blockchains. It is an agnostic platform that connects the world's networks to blockchains and ensures you're not limited to any single a vendor or technology. Overledger is the only platform that facilitates the development of internet-scales development of decentralised, multi-chain applications.

Quant

Traders are linking Quants sharp rally to a reported partnership with The Clearing House involving interoperability for tokenized bank deposits, alongside anticipation around the Sibos event. The community is bullish on potential institutional adoption and QNTs limited supply, while some caution that the move may be overextended and debate how directly the partnership benefits the token.

JasmyCoin is based on the ERC 20 standard. The token can also be used by an unspecified number of individuals and businesses to transfer tokens using digital devices as proof of value exchange or payment for services. By not limiting its usability, the token can have a wide range of purposes.

JasmyCoin

JASMYs rally and rising volume have drawn attention alongside the announced Panasonic Advanced Technology collaboration with Jasmy/JANCTION on a distributed-GPU Smart Render product. Bulls view the working product and commercial-use plans as evidence of progress, while skeptics question whether the development will create demand for the JASMY token and warn the move could fade.

Cronos is an institutional-grade, high-performance, EVM-compatible Layer-1 blockchain built on the Cosmos SDK and integrated with the Inter-Blockchain Communication (IBC) protocol, designed as the backbone for open, compliant, and AI-accessible tokenized markets. It supports up to 60,000 transactions per second (TPS), 500ms block times, instant finality, and sub-$0.01 fees via Proof of Authority consensus.

Crypto.com Coin

CROs stated shift from inflation-funded staking toward revenue-funded incentives has drawn attention, with traders debating whether it can ease token-supply concerns. Some see potential for a recovery, while many remain skeptical because of dilution fears and the tokens weak price performance.

Quantinuum Inc. is a quantum computing platform that offers solutions like hardware platforms, developer tools, application libraries and solution-targeted intellectual property (“IP”). The company was founded on January 20, 2026 and is headquartered in Broomfield, CO.

Quantinuum Inc. - Ordinary Shares - Class A

Quantinuum Inc.

Quantinuums finalized $100 million CHIPS R&D award from the U.S. Department of Commerce is drawing attention, with traders viewing federal backing as a positive for its quantum-computing ambitions. Others remain cautious about the companys valuation relative to its revenue and the stocks volatile trading.

What is Amp?  Amp is described as the new digital collateral token offering instant, verifiable assurances for any kind of value transfer. Using Amp, networks like Flexa can quickly and irreversibly secure transactions for a wide variety of asset-related use cases.  How does Amp work?  Amp claims to offer a straightforward but versatile interface for verifiable collateralization through a system of collateral partitions and collateral managers. Where collateral partitions can be designated to collateralize any account, application, or even transaction, and carry balances which are directly verifiable on the Ethereum blockchain, collateral managers are smart contracts that can lock, release, and redirect collateral in these partitions as needed in order to support value transfer activities. Amp supports a wide variety of use cases for collateralization, and also introduces the concept of predefined partition strategies, which can enable special capabilities such as collateral models through which tokens can be staked without ever leaving their original address.

AMP Token

AMPs volatile price action and volume surge are driving discussion, but traders disagree on whether it signals a lasting reversal or another short-lived pump. Bullish holders point to Flexas Europe expansion and recent project updates, while skeptics emphasize AMPs steep long-term losses and warn the move may fade.

Bankr is an advanced AI agent focused on simplifying the process of buying and selling digital assets. Bankr was the first AI agent on Farcaster to help you quickly buy all your favorites coins directly in the social. BankrCoin is the official coin of the agent and was deployed by Bankr itself directly in the Farcaster social feed. Fees from swaps go to support BankrCoin. Bankr is available on Farcaster and will soon be launching a private terminal, token recs, and limit orders on Base.

BankrCoin

Discussion centers on Bankrs expanding AI-agent and on-chain trading infrastructure, with traders highlighting ecosystem integrations, protocol activity, and fee-linked buybacks as potential sources of token utility. Sentiment is largely bullish on long-term adoption, though some question whether that activity will translate into token value and point to the coins volatility.

Aventus Network

AVT is drawing attention for a volatile move that traders attribute to its low float, small market cap, and thin order books, with some speculating about a squeeze or breakout. Others question whether gains can hold, pointing to persistent selling, concentrated holdings, and uncertainty about token supply.

Tidal Trust II - Defiance Daily Target 2x Long MSTR ETF

Defiance Daily Target 2x Long MSTR ETF

Attention centers on MSTXs leveraged exposure to Strategy and Bitcoin, with traders watching BTC and MSTR swings for potential rebounds while others warn that volatility and leverage decay can erode returns. The conversation is sharply divided between bullish breakout expectations and caution about the funds risks and past losses.

Bonk is a dog-themed memecoin on the Solana blockchain, launched on Christmas Day 2022 to revitalize the Solana community following the FTX collapse. Created by an anonymous team of 22 Solana developers and builders, Bonk distributed 50% of its total 100 trillion token supply via airdrop to community members including NFT collectors, developers, and artists.   The project positions itself as "the first Solana dog coin for the people, by the people," explicitly rejecting venture capital backing in favor of grassroots community ownership. What sets Bonk apart from other memecoins is its combination of fair launch mechanics, extensive ecosystem integration, and active deflationary strategy.   Built on Solana, BONK benefits from fast transaction speeds and low fees that make it practical for everyday use. Native products include LetsBonk.fun (a memecoin launchpad that briefly became Solana's market leader in 2025, surpassing Pump.fun with over 78% market share), BonkSwap (a decentralized exchange) and BonkBot (a Telegram trading bot with built-in burn mechanics).   BONK is available across 10 blockchain networks and listed on major exchanges including Binance, Coinbase, Kraken, and Robinhood. Governance is handled by BonkDAO, which holds 15% of the token supply and makes decisions through on-chain voting.   The community has organized several major burn events, most notably the December 2024 BURNmas campaign that destroyed 1.69 trillion tokens worth over $50 million. In September 2025, Nasdaq-listed Safety Shot, Inc. formed BONK Holdings LLC and acquired over 2.5% of the circulating supply (valued at $55-63 million), making BONK one of the first memecoins to attract formal corporate treasury adoption. Core contributor Nom was appointed to Safety Shot's board, and the company holds a 10% revenue share in LetsBonk.fun.  As with all memecoins, BONK is a highly speculative asset with substantial volatility. Its value is primarily driven by community sentiment, social media momentum, and meme culture rather than traditional utility.   The anonymous team, while common in the memecoin space, means investors should exercise appropriate caution. Despite these risks, Bonk has established itself as one of the most successful community-driven tokens in the Solana ecosystem, approaching 1 million unique holders and expanding from a simple memecoin into meaningful DeFi infrastructure.

BONK

BONK is drawing attention amid a sharp selloff that traders attribute to reports of a security breach and an Upbit delisting; those claims are not independently confirmed here. The community is split between buying the dip and expressing concern about security, exchange access, and whether the token can recover.

GEOM maps the world's oil fields, mines, rare earths, and power plants, tracks what is and isn't tokenized, and cryptographically signs every dataset it publishes. Anyone can verify what we said and when. No account, no key, no permission. Sources include the WRI Global Power Plant Database and Global Energy Monitor (CC BY 4.0), attributed in full inside the app. Most of it already exists, spread across filings and terminals no one reads. GEOM gathers it and records where each figure came from.

GEOM

Anticipation of GEOMs proposed tokenization platform for oil and mineral royaltiesoften linked by traders to Greenland Energy and USFM projectsis driving attention, with the platform demo or launch viewed as a potential catalyst. Optimism about real-world-asset tokenization is tempered by concerns over the tokens backing, liquidity, and promotional claims, alongside its recent decline.

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>Kindig pointed to <a class="mention" data-mention="$AMD" data-symbol-id="AMD" href="https://stocktwits.com/symbol/AMD" target="_blank">AMD</a>’s expanding CPU business, upcoming GPU products and growing list of AI customers as key developments to watch.</li><li>In her “Dark Horse” thesis six years ago, Kindig highlighted the company as an underdog with just about 4% of the data-center CPU market, competing against Intel’s near-monopoly.</li><li>Kindig’s thesis centered on <a class="mention" data-mention="$AMD" data-symbol-id="AMD" href="https://stocktwits.com/symbol/AMD" target="_blank">AMD</a>’s Zen architecture and the company’s ability to steadily take CPU share from Intel.</li></ul><a class="mention" data-mention="$AMD" data-symbol-id="AMD" href="https://stocktwits.com/symbol/AMD" target="_blank">AMD</a>’s rise to a $1 trillion market capitalization has put the chipmaker’s next phase of growth under the spotlight, with I/O Fund Lead Tech Analyst Beth Kindig arguing that the company’s AI opportunity could still be significantly underestimated.Kindig, calling <a class="mention" data-mention="$AMD" data-symbol-id="AMD" href="https://stocktwits.com/symbol/AMD" target="_blank">AMD</a> the “Dark Horse,” said the company is now entering a new phase as it seeks to expand its position in the AI accelerator market dominated by Nvidia Corp. (NVDA).“<a class="mention" data-mention="$AMD" data-symbol-id="AMD" href="https://stocktwits.com/symbol/AMD" target="_blank">AMD</a> is no longer the deeply underestimated company it was a decade ago,” Kindig said, while arguing that the next chapter could be just as consequential.She pointed to <a class="mention" data-mention="$AMD" data-symbol-id="AMD" href="https://stocktwits.com/symbol/AMD" target="_blank">AMD</a>’s expanding CPU business, upcoming GPU products and growing list of AI customers as key developments to watch as the company attempts to gain meaningful share in the rapidly expanding AI infrastructure market.<a href="https://stocktwits.com/symbol/AMD">AMD shares</a> closed 0.2% higher in Friday’s regular trading session, and inched up 0.1% during the after-hours session. <a class="mention" data-mention="$AMD" data-symbol-id="AMD" href="https://stocktwits.com/symbol/AMD" target="_blank">AMD</a>’s market cap topped $1 trillion for the first time last week.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260927_073038295_71984f067e.png" alt="koyfin_20260927_073038295.png" width="2400" height="1240"><figcaption>Source: Koyfin</figcaption></figure><h2 class="st-heading-2">Kindig Says <a class="mention" data-mention="$AMD" data-symbol-id="AMD" href="https://stocktwits.com/symbol/AMD" target="_blank">AMD</a>’s ‘Dark Horse’ Story Is Entering A New Chapter</h2>In her “Dark Horse” thesis six years ago, Kindig highlighted the company as an underdog with just about 4% of the data-center CPU market, competing against Intel Corp.’s (INTC) near-monopoly.Her thesis centered on <a class="mention" data-mention="$AMD" data-symbol-id="AMD" href="https://stocktwits.com/symbol/AMD" target="_blank">AMD</a>’s Zen architecture and the company’s ability to steadily take CPU share from Intel.Now, she sees a similar setup in GPUs, even though Nvidia’s lead is substantially larger this time around. However, Kindig noted that <a class="mention" data-mention="$AMD" data-symbol-id="AMD" href="https://stocktwits.com/symbol/AMD" target="_blank">AMD</a> does not need to overtake Nvidia to make significant gains. She said moving from the mid-single digits toward 15%-20% GPU market share would amount to roughly a two to four times increase from <a class="mention" data-mention="$AMD" data-symbol-id="AMD" href="https://stocktwits.com/symbol/AMD" target="_blank">AMD</a>’s current position.<h2 class="st-heading-2">Venice, Helios Put <a class="mention" data-mention="$AMD" data-symbol-id="AMD" href="https://stocktwits.com/symbol/AMD" target="_blank">AMD</a>’s AI Ambitions To Test</h2>The next phase of Kindig’s thesis rests on <a class="mention" data-mention="$AMD" data-symbol-id="AMD" href="https://stocktwits.com/symbol/AMD" target="_blank">AMD</a>’s ability to expand both its CPU business and its position in AI accelerators.On the CPU side, <a class="mention" data-mention="$AMD" data-symbol-id="AMD" href="https://stocktwits.com/symbol/AMD" target="_blank">AMD</a> says demand for its upcoming Venice EPYC generation is stronger than for any previous EPYC generation. Built on Zen 6 and a 2nm process, Venice is expected to improve performance per watt while higher core counts could also support higher average selling prices.“Customer demand for Venice is stronger than for any prior EPYC generation, and we expect to continue growing market share across cloud and enterprise in the coming quarters,” said <a class="mention" data-mention="$AMD" data-symbol-id="AMD" href="https://stocktwits.com/symbol/AMD" target="_blank">AMD</a> CEO Lisa Su during the company’s second-quarter earnings call with analysts in August.But Kindig sees the bigger potential shift coming from GPUs. <a class="mention" data-mention="$AMD" data-symbol-id="AMD" href="https://stocktwits.com/symbol/AMD" target="_blank">AMD</a>’s Helios platform combines Venice CPUs, MI450 GPUs, Pensando networking and ROCm software, positioning the company to compete for a larger share of AI infrastructure spending.Su added during the call that she expects <a class="mention" data-mention="$AMD" data-symbol-id="AMD" href="https://stocktwits.com/symbol/AMD" target="_blank">AMD</a>’s data-center business to grow by more than 100% in 2027, driven by a sharp increase in AI-related demand.“The Helios ramp is just starting at the end of Q3 and it’ll be much more substantial in Q4,” she added.Kindig argued that the opportunity for <a class="mention" data-mention="$AMD" data-symbol-id="AMD" href="https://stocktwits.com/symbol/AMD" target="_blank">AMD</a> is not simply about matching Nvidia on raw performance. She added that hyperscalers are increasingly focused on the economics of AI inference, including how many tokens they can generate for every dollar and watt spent.<h2 class="st-heading-2">BofA Raises <a class="mention" data-mention="$AMD" data-symbol-id="AMD" href="https://stocktwits.com/symbol/AMD" target="_blank">AMD</a> Stock Price Target</h2>According to TheFly, BofA raised its price target on <a class="mention" data-mention="$AMD" data-symbol-id="AMD" href="https://stocktwits.com/symbol/AMD" target="_blank">AMD</a> to $720 from $620 while maintaining a ‘Buy’ rating in a note on Friday, implying an upside potential of over 14% from current levels. The firm pointed to the growing importance of CPUs as AI workloads become more agentic as one of the reasons for its bullish outlook.BofA said the recent Anthropic-Akamai CPU infrastructure deal “further supports CPU importance in the agentic era,” arguing that agentic AI requires compute across the broader system rather than GPUs alone.BofA now models <a class="mention" data-mention="$AMD" data-symbol-id="AMD" href="https://stocktwits.com/symbol/AMD" target="_blank">AMD</a>’s server CPU total addressable market growing from $61 billion in calendar 2026 to $211 billion by 2030.<h2 class="st-heading-2">What Retail Investors Think Of <a class="mention" data-mention="$AMD" data-symbol-id="AMD" href="https://stocktwits.com/symbol/AMD" target="_blank">AMD</a> Stock</h2>Retail sentiment on Stocktwits around <a class="mention" data-mention="$AMD" data-symbol-id="AMD" href="https://stocktwits.com/symbol/AMD" target="_blank">AMD</a> trended in the ‘extremely bullish’ territory at the time of writing.One user believes that while both <a class="mention" data-mention="$AMD" data-symbol-id="AMD" href="https://stocktwits.com/symbol/AMD" target="_blank">AMD</a> and Nvidia are “good,” they think that there is “way more upside at the moment” for <a class="mention" data-mention="$AMD" data-symbol-id="AMD" href="https://stocktwits.com/symbol/AMD" target="_blank">AMD</a>.<a href="https://stocktwits.com/SustainableSpidey/message/665191641">https://stocktwits.com/SustainableSpidey/message/665191641</a><a href="https://stocktwits.com/symbol/AMD">AMD stock</a> has gained 194% year-to-date and 291% over the past 12 months. The Invesco QQQ Trust (QQQ) is up 25% over the past 12 months, while the iShares U.S. Technology ETF (IYW) is up 38%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-iphone-watch-feature-haptics-5-7b-patent-infringement-case/cZMiFdwRBfI">Apple’s Tiny iPhone, Watch Feature Just Triggered A $5.7B Legal Blow — What Investors Need To Know</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

AMD Chair and CEO Dr. Lisa Su delivers a keynote address at CES 2023 at The Venetian Las Vegas on January 04, 2023

AMD Just Hit $1 Trillion After A Blistering 194% Surge YTD — Beth Kindig Says The ‘Dark Horse’ Still Has Room To Run

Kindig said AMD is now entering a new phase as it seeks to expand its position in the AI accelerator market dominated by Nvidia.

Equity

Global X Funds - Global X Artificial Intelligence & Technology ETF

Advanced Micro Devices Inc

iShares US Technology ETF

iShares Semiconductor ETF

<ul class="summary-bullets"><li>The case centers on Apple’s Taptic Engine, a haptic actuator that creates the taps, vibrations and other tactile sensations users feel when interacting with an iPhone or Apple Watch.</li><li>Taction’s 2021 complaint said Apple had incorporated technology covered by two of its patents into the Taptic Engine.</li><li>Taction argued that haptics had become an important part of the iPhone and Apple Watch experience, rather than simply a feature for notifications.</li></ul>Apple Inc. (<a class="mention" data-mention="$AAPL" data-symbol-id="AAPL" href="https://stocktwits.com/symbol/AAPL" target="_blank">AAPL</a>) owes $5.7 billion in damages to San Diego-based Taction Technology over one of the smallest components inside its iPhone and Apple Watch, which is the technology that makes the devices vibrate.A federal jury in San Diego found Apple infringed two Taction Technology patents covering haptic technology, while noting that it did not find Apple’s infringement to be willful.<a href="https://stocktwits.com/symbol/AAPL">Apple shares</a> ended with gains of about 2% in Friday’s regular trade.<h2 class="st-heading-2">What <a class="mention" data-mention="$AAPL" data-symbol-id="AAPL" href="https://stocktwits.com/symbol/AAPL" target="_blank">AAPL</a> Is Accused Of</h2>The case centers on Apple’s Taptic Engine, a haptic actuator that creates the taps, vibrations and other tactile sensations users feel when interacting with an iPhone or Apple Watch. Taction’s 2021 complaint said Apple had incorporated technology covered by two of its patents into the Taptic Engine.The patents cover systems designed to produce more precise vibrations by controlling the movement of a mass inside a haptic actuator. Taction’s approach uses a combination of coils, magnets and flexures, with magnetic ferrofluid used to damp unwanted vibrations. The company said this allows the actuator to reproduce a wider range of input signals more accurately.The complaint specifically alleged that newer Taptic Engines used ferrofluid to damp vibrations and in-plane flexures to guide the moving mass. It also alleged that these improvements helped Apple deliver more accurate haptic feedback.<h2 class="st-heading-2">Why This Matters For <a class="mention" data-mention="$AAPL" data-symbol-id="AAPL" href="https://stocktwits.com/symbol/AAPL" target="_blank">AAPL</a> Investors</h2>Taction argued that haptics had become an important part of the iPhone and Apple Watch experience, rather than simply a feature for notifications.The complaint pointed to Apple’s use of haptics for interactions including taps, alerts and other tactile feedback, and said improved haptics helped Apple remove the physical Home button and maximize the screen real estate.The original lawsuit identified a range of iPhones and Apple Watches where Apple had been accused of violating the patents, including the iPhone 8 through the iPhone 12 lineup and several Apple Watch models. Taction alleged those products contained Taptic Engine actuators incorporating the patented elements.<h2 class="st-heading-2">What Retail Traders Think Of <a class="mention" data-mention="$AAPL" data-symbol-id="AAPL" href="https://stocktwits.com/symbol/AAPL" target="_blank">AAPL</a> 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 25% year-to-date and 33% over the past 12 months. The S&amp;P 500 ETF Trust (SPY) is up 17% over the past 12 months, while the Invesco QQQ Trust (QQQ) is up 25%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/openai-anthropic-investigate-tens-thousands-ai-incidents-guardrails/cZMiZE5RBfE">OpenAI, Anthropic Investigate Tens Of Thousands Of AI Incidents As Frontier Models Bypass Guardrails: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

An iPhone displays Apple's animated startup logo on a retail table beside EU energy efficiency labels for the iPhone 18 Pro Max and iPhone 18 Pro, in this illustration photo taken on September 25, 2026

Apple’s Tiny iPhone, Watch Feature Just Triggered A $5.7B Legal Blow — What Investors Need To Know

A federal jury in San Diego found Apple infringed two Taction Technology patents covering haptic technology.

Apple Inc

<ul class="summary-bullets"><li>The incidents include models bypassing guardrails, creating message boards, escaping sandboxes, hijacking websites, self-prompting and attempting to evade monitoring, per the report.</li><li>Some of the activity occurred during red-team testing, where AI companies deliberately try to make models misbehave to identify weaknesses before deployment.</li><li>OpenAI CEO Sam Altman described the Hugging Face incident as the most severe the company has seen.</li></ul>OpenAI and Anthropic are reportedly investigating tens of thousands of incidents involving their frontier AI models, as researchers examine cases in which the systems behaved in ways that evaluators considered problematic.According to an Axios&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.axios.com/2026/09/26/openai-anthropic-thousands-ai-security-incidents">report</a>, the incidents span both internal testing and real-world environments, with some involving attempts to bypass safeguards or operate beyond the boundaries set by developers.<h2 class="st-heading-2">AI Models Bypass Guardrails, Escape Sandboxes</h2>The incidents include models bypassing guardrails, creating message boards, escaping sandboxes, hijacking websites, self-prompting and attempting to evade monitoring, per the report.Some of the activity occurred during red-team testing, where AI companies deliberately try to make models misbehave to identify weaknesses before deployment.AI companies can conduct hundreds of thousands of model runs, meaning even a small percentage of problematic behavior can translate into tens of thousands of incidents.Anthropic, for example, has disclosed the frequency of certain behaviors in its model evaluations. Its system card for the Opus 5.5 model showed that the model attempted to escape a sandbox in 1.5% of test runs, although Anthropic said those were adversarial tests in which the task could not be completed without escaping the sandbox.<h2 class="st-heading-2">OpenAI Pauses Training as Researchers Probe Model Behavior</h2>The disclosures come as OpenAI has reported several incidents involving its AI systems. These include agents leaking 53 images from ChatGPT users online, a breach of an Australian government website and attempts to hack other websites, including U.S. government sites, per a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/asia-pacific/australia-pm-albanese-says-openai-breached-medicare-sydney-morning-herald-2026-09-23/">report</a> by Reuters.OpenAI announced last month that it had paused reinforcement learning training on its latest models, saying it would resume only after it was confident additional safeguards and alignment improvements were in place.“We have not been as fast as we would have liked but we are trying to balance our desire for transparency with gaining a clear understanding from petabytes of agent activity logs, and working with impacted organizations,” said OpenAI CEO Sam Altman in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/sama/status/2103567198690349362">post</a> on X on Friday.He described the Hugging Face incident as the most severe the company has seen, where hundreds of agents coordinated through a message board and hacked an external company during a cybersecurity test.<h2 class="st-heading-2">Details About The OpenAI-Hugging Incident</h2>The Hugging Face incident highlighted by OpenAI President Brockman in a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/open-ai-s-greg-brockman-says-hugging-face-incident-was-a-window-into-automated-attacks-warns-threat-actors-will-have-these-capabilities-soon/cZYG5c0RJ1W">previous interview</a> refers to an instance where OpenAI was evaluating how far its models could go in conducting advanced cyberattacks.The models were operating in an isolated environment but exploited a previously unknown vulnerability to gain broader internet access. They then chained vulnerabilities and stolen credentials to access Hugging Face’s production infrastructure and obtain test solutions.OpenAI said the models appeared “hyperfocused” on completing the evaluation, calling the incident “unprecedented” and involving state-of-the-art cyber capabilities. Hugging Face detected and stopped the activity.Anthropic said a review prompted by the incident found three other cases where Claude models accessed the open internet from misconfigured cybersecurity testing environments and gained unauthorized access to real-world systems.The iShares U.S. Technology ETF (IYW) is up 38% year-to-date, while the Global X Artificial Intelligence &amp; Technology ETF (AIQ) is up 35%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/gene-munster-personalized-ai-apple-meta-big-profit-machine-siri-ai-muse/cZMimEjRBf3">Gene Munster Says Personalized AI Could Be Apple, Meta’s Next Big Profit Machine — 'Numbers So Large They’re Hard To Believe'</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

OpenAI CEO Sam Altman attends the United Nations Security Council (UNSC) meeting on Artificial Intelligence

OpenAI, Anthropic Investigate Tens Of Thousands Of AI Incidents As Frontier Models Bypass Guardrails: Report

According to an Axios report, the incidents span both internal testing and real-world environments, with some involving attempts to bypass safeguards or operate beyond the boundaries set by developers.

Anthropic

OpenAI

<ul class="summary-bullets"><li>Munster estimates that between 75 million and 100 million people currently pay for AI subscriptions across ChatGPT, Gemini, Claude and Grok, compared with roughly 5.5 billion daily internet users globally.</li><li>That means only a small fraction of internet users currently pay for advanced AI, leaving what Munster calls an “underappreciated AI growth lever” for model providers and consumer technology platforms.</li><li>Munster expects AI usage to increase as agents become more capable, eventually pushing users into higher-priced plans as they encounter usage and token limits.</li></ul>Deepwater Asset Management's Gene Munster said in a new note that personalized artificial intelligence could become a major new source of revenue for Apple Inc. (<a class="mention" data-mention="$AAPL" data-symbol-id="AAPL" href="https://stocktwits.com/symbol/AAPL" target="_blank">AAPL</a>) and Meta Platforms Inc. (META).Munster sees the opportunity spanning both consumer subscriptions and enterprise spending, arguing that paid AI adoption remains in its early stages even as companies roll out increasingly capable models and AI agents.“If Apple and Meta win even modest uptake in paid tiers, the impact on operating income will be material: an 8% to 90% increase, numbers so large they’re hard to believe,” he said.<a href="https://stocktwits.com/symbol/AAPL">Apple shares</a> closed nearly 2% higher in Friday’s regular trade, while&nbsp;<a href="https://stocktwits.com/symbol/META">Meta shares</a> fell over 3%.<h2 class="st-heading-2">AI Subscriptions Are Still ‘Underappreciated’, Says Munster</h2>Munster estimates that between 75 million and 100 million people currently pay for AI subscriptions across ChatGPT, Gemini, Claude and Grok, compared with roughly 5.5 billion daily internet users globally.That means only a small fraction of internet users currently pay for advanced AI, leaving what Munster calls an “underappreciated AI growth lever” for model providers and consumer technology platforms.The major AI companies are also experimenting with increasingly broad pricing tiers. ChatGPT, Gemini, Claude and Grok offer multiple paid options, ranging from roughly $5-$10 a month to plans costing $100 or even $300 a month.Munster expects AI usage to increase as agents become more capable, eventually pushing users into higher-priced plans as they encounter usage and token limits.He sees a split emerging between mainstream subscribers and power users, with the latter potentially accounting for a disproportionately large share of revenue. In his scenario, power users could represent just 5% of paid subscribers but generate half of subscription revenue.<h2 class="st-heading-2">Munster Points To The Potential Boost From Personalized AI</h2>Munster used Apple and Meta to illustrate how significant the financial opportunity could become if personalized AI gains widespread adoption.For Apple, his conservative scenario assumes 20% of its estimated 1.67 billion customers pay $10 a month for additional AI features or tokens. That would generate about $40 billion in annual revenue and roughly $32 billion in additional operating income, which translates to an estimated 18% increase in operating income.His aggressive case assumes 50% of Apple customers pay $20 a month. Munster estimates that could generate about $200 billion in annual revenue and increase operating income by roughly 90%.For Meta, Munster's conservative scenario assumes 5% of its 3.6 billion daily active users pay $5 a month. That could generate about $11 billion in annual revenue and $9 billion in additional operating income, or an 8% increase.His aggressive case assumes 25% of users pay $10 a month, potentially generating $108 billion in annual revenue and $86 billion in additional operating income.He also argued that Meta's opportunity could extend beyond subscriptions because Muse could eventually take a cut of transactions facilitated through its AI system.<h2 class="st-heading-2">What Retail Traders Think Of <a class="mention" data-mention="$AAPL" data-symbol-id="AAPL" href="https://stocktwits.com/symbol/AAPL" target="_blank">AAPL</a>, META Stocks</h2>Retail sentiment on Stocktwits around Apple trended in the ‘bearish’ territory, while users felt ‘bullish’ about Meta.<a href="https://stocktwits.com/symbol/AAPL">AAPL stock</a> is up 25% year-to-date, while&nbsp;<a href="https://stocktwits.com/symbol/META">META stock</a> is up 14%. The S&amp;P 500 ETF Trust (SPY) is up 17% over the past 12 months, while the Invesco QQQ Trust (QQQ) is up 25%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/boeing-737-max-software-glitch-faa-probe-max-7-approval/cZMijHMRBf5">Boeing 737 MAX Software Glitch Triggers FAA Probe A Month After MAX 7 Approval — And Airlines Are Pushing Back: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Siri logo appears on a smartphone screen, and the Apple logo displays as the background on a laptop computer screen in Athens, Greece, on June 8, 2026

Gene Munster Says Personalized AI Could Be Apple, Meta’s Next Big Profit Machine — 'Numbers So Large They’re Hard To Believe'

Munster sees the opportunity spanning both consumer subscriptions and enterprise spending, arguing that paid AI adoption remains in its early stages.

<ul class="summary-bullets"><li>In the affected scenario, pilots may have to fly the aircraft manually without some autopilot functions, potentially increasing their workload at low altitude.</li><li>Boeing notified 737 MAX operators about the issue in late August and said at the time that it did not pose a safety risk, according to a company document, per the report.</li><li>The FAA is now investigating the issue and could take action if it determines that additional measures are necessary.</li></ul>Boeing Co. is facing fresh scrutiny over its 737 MAX lineup after identifying a software glitch that could affect an automated navigation feature during certain landing scenarios.According to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/business/airlines/new-boeing-737-max-software-glitch-could-disrupt-navigation-feature-d537b8d8">report</a> by The Wall Street Journal, the issue with the 737 MAX lineup has prompted an investigation by the Federal Aviation Administration (FAA) and pushback from some airlines.<a href="https://stocktwits.com/symbol/BA">Boeing shares</a> closed about 1% higher on Friday, inching up another 0.2% during the after-hours trade.<h2 class="st-heading-2">Software Glitch Could Affect Landing Automation</h2>The glitch emerged after a cockpit software update and can occur when pilots change their planned flight path following a missed approach, the report said. In the affected scenario, pilots may have to fly the aircraft manually without some autopilot functions, potentially increasing their workload at low altitude.Boeing notified 737 MAX operators about the issue in late August and said at the time that it did not pose a safety risk, according to a company document, per the report.The company is working with airlines on procedures that would allow pilots to restore the automated navigation feature if needed, while also developing a permanent software fix, the report added.The FAA is now investigating the issue and could take action if it determines that additional measures are necessary. Boeing said it learned about the glitch from an operator in November 2024, but the issue initially did not meet its criteria for a formal safety review. After receiving additional feedback from airlines, Boeing began a formal review and shared its findings with the FAA.<h2 class="st-heading-2">New Jet Rollout Could Get Complicated</h2>The software issue could also create complications for Boeing's newest 737 MAX variants, including the MAX 7 and MAX 10. The FAA&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ba-stock-jumps-after-rare-double-upgrade-faa-approves-boeing-737-max-7/cZoTmmqRJ39">approved</a> the MAX 7 for passenger service last month with the new software, while Boeing CEO Kelly Ortberg has said he expects the MAX 10 to receive&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/kelly-ortberg-boeing-hurdles-new-commercial-jet-customers-want-ba-focus/cZZibgFR7u7">regulatory approval soon</a>.The FAA said the outcome of its investigation could affect the MAX 10's certification if regulators determine the glitch constitutes an unsafe condition requiring corrective action.The issue has already prompted some airline customers to push back. Southwest Airlines Co. (LUV) and United Airlines Holdings Inc. (UAL) have told Boeing they do not want to receive new 737 MAX aircraft equipped with the affected software, instead requesting an earlier software version.Southwest has been waiting years for the MAX 7 and plans to begin flying the aircraft next year.<h2 class="st-heading-2">Ortberg Touted 737 Max 7 Certification As A Critical Milestone For <a class="mention" data-mention="$BA" data-symbol-id="BA" href="https://stocktwits.com/symbol/BA" target="_blank">BA</a></h2>Earlier in July, Boeing CEO&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/kelly-ortberg-boeing-hurdles-new-commercial-jet-customers-want-ba-focus/cZZibgFR7u7">Kelly Ortberg touted</a> that the certification of the 737 Max 7 is a critical milestone for the company.“It’s the first new airplane we’ve certified in a long time. We’re done with the dash testing on the 7, and we expect certification here very shortly,” he said, with the aircraft receiving FAA approval eventually in August.Ortberg added that the 737 Max 10 certification will follow right after the Max 7, following which Boeing will introduce it in the market. He said that while the certifications will help Boeing, it’s a signal of the company’s attempt at regaining the trust of the FAA.“We’ve been working very, very hard to be more transparent and work collaboratively with the FAA and establish that trust so they allow us to sell these aircraft,” he added.<h2 class="st-heading-2">What Retail Traders Think Of <a class="mention" data-mention="$BA" data-symbol-id="BA" href="https://stocktwits.com/symbol/BA" target="_blank">BA</a> Stock</h2>Retail sentiment on Stocktwits around Boeing trended in the ‘bullish’ territory at the time of writing.<a href="https://stocktwits.com/symbol/BA">BA stock</a> is down 9% year-to-date and 7% over the past 12 months. The S&amp;P 500 ETF Trust (SPY) is up 17% over the past 12 months, while the Vanguard Total Stock Market Index Fund ETF (VTI) is up 17%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/iran-negotiated-solution-us-deadlock-trump-rejects-strait-of-hormuz-proposal/cZMi1aSRBf2">Iran Says 'Only A Negotiated Solution' Can Get US Out Of The Deadlock After Trump Rejects Proposal To Reopen Strait Of Hormuz</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A scaled model of a Boeing 737 Max winglet at the company's exhibit chalet at the Farnborough International Air Show, on 23rd July 2026, in Farnborough, England

Boeing 737 MAX Software Glitch Triggers FAA Probe A Month After MAX 7 Approval — And Airlines Are Pushing Back: Report

According to a report by The Wall Street Journal, the glitch emerged after a cockpit software update and can occur when pilots change their planned flight path following a missed approach.

Boeing Co

Southwest Airlines Co

United Airlines Holdings Inc

Vanguard Total Stock Market ETF

<ul class="summary-bullets"><li>Iran presented the proposal during the United Nations General Assembly after transmitting it to the U.S. through Qatari mediators, the report noted.</li><li>Under the plan, an agreement would trigger a seven-day countdown to reopen the Strait of Hormuz and pause regional fighting.</li><li>Trump reportedly said on Saturday that he had rejected the proposal, arguing that Iran was seeking a deal to reopen the waterway because it was under heavy pressure.</li></ul>Iran is pushing back on President Donald Trump’s rejection of its proposal to reopen the Strait of Hormuz, saying a negotiated agreement remains the only way to break the current deadlock between Tehran and Washington.According to a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/asia-pacific/iran-insists-diplomatic-solution-after-trump-rejects-peace-plan-2026-09-26/">report</a>, Iranian Foreign Minister Abbas Araqchi said Sunday that Tehran’s conditions for reopening the strategic waterway remain unchanged, while noting that mediators have yet to formally convey Washington’s final position on the proposal.“Our conditions are clear, and any move toward reopening the Strait of Hormuz is contingent on these conditions being met. Only a negotiated solution can get them out of this deadlock,” Araqchi said.<h2 class="st-heading-2">Iran Keeps Diplomacy On The Table</h2>Iran presented the proposal during the United Nations General Assembly after transmitting it to the U.S. through Qatari mediators, the report noted. Under the plan, an agreement would trigger a seven-day countdown to reopen the Strait of Hormuz and pause regional fighting, followed by broader negotiations on issues agreed by both sides.Trump, however, reportedly said on Saturday that he had&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-reject-iran-7-day-ceasefire-renewed-bombing-november-middterms/cZMgaT5RBOM">rejected the proposal</a>, arguing that Iran was seeking a deal to reopen the waterway because it was under heavy pressure.Araqchi said Iran is still waiting for mediators to communicate Washington’s definitive position before deciding how to proceed. A U.S. official had previously described the mediated discussions as “positive and constructive.”<h2 class="st-heading-2">US Bombing Could Be Renewed After Midterms, Says Report</h2>While Trump has publicly stressed his goal of preventing Iran from acquiring a nuclear weapon, U.S. officials&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/world/middle-east/trump-rejects-iran-ceasefire-expects-renewed-bombing-after-midterms-5982ee50">told</a> The Wall Street Journal that he has privately indicated to aides that renewed bombing of Iran could become necessary after the November midterm elections.At the same time, Trump has signaled reluctance to launch another major military operation, while continuing to use the threat of military action as leverage in negotiations with Tehran.<h2 class="st-heading-2">Crude Oil Cools</h2>Crude oil prices cooled last week, with the U.S. West Texas Intermediate (WTI) futures expiring in November falling 3.82% to $92.44 a barrel after a 3.97% fall the week before. Brent crude futures expiring in November edged up by 0.43% this week, hovering around $97.44 a barrel after a 0.71% decline the week before.The United States Oil Fund ETF (USO) declined about 3% on Friday, while the ProShares Ultra Bloomberg Crude Oil ETF (UCO) fell about 2.6%.During the after-hours session on Friday, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (<a class="mention" data-mention="$SPY" data-symbol-id="SPY" href="https://stocktwits.com/symbol/SPY" target="_blank">SPY</a>), which tracks the S&amp;P 500 index, rose 0.09%; the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust ETF</a> (QQQ) gained 0.12%; and the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) rose 0.04%. Retail sentiment on Stocktwits regarding the S&amp;P 500 ETF was in the ‘extremely bullish’ territory.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-biden-ev-mandate-100b-investment-american-auto-industry/cZMiijlRBfT">Trump Pulls The Plug On Biden-Era EV Mandate, Touts $100B Investment In American Auto Industry — Says Buyers Will Save Thousands On New Cars</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

NetBlocks' graphic on the internet connectivity shutdown in Iran is displayed on a smartphone screen placed on a reflective surface onto which the Iranian flag is projected. (Photo by Samuel Boivin/NurPhoto via Getty Images)

Iran Says 'Only A Negotiated Solution' Can Get US Out Of The Deadlock After Trump Rejects Proposal To Reopen Strait Of Hormuz

According to a Reuters report, Iranian Foreign Minister Abbas Araqchi said Sunday that Tehran’s conditions for reopening the strategic waterway remain unchanged.

ProShares Ultra Bloomberg Crude Oil

United States Oil Fund

<ul class="summary-bullets"><li>Trump said that the new fuel economy standards will give automakers more flexibility in deciding which vehicles to build, while reducing the costs associated with meeting stricter efficiency requirements.</li><li>According to Trump, the changes will translate into lower prices for consumers, with the president claiming that American families could save thousands of dollars when purchasing a new vehicle.</li><li>Trump also pointed to new and expanded plants expected to support jobs in states including Michigan, Ohio, Indiana and South Carolina.</li></ul>President Donald Trump on Saturday said that his administration has approved new fuel economy standards that he described as a major reset for the U.S. auto industry.In a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://truthsocial.com/@realDonaldTrump/posts/117338936999613227">post</a> on Truth Social, Trump also touted more than $100 billion in automotive investments under his administration, while adding that the policy would support auto manufacturing and jobs across the country.<h2 class="st-heading-2">Trump Says New Rules Will Lower Car Prices</h2>Trump added that the new fuel economy standards will give automakers more flexibility in deciding which vehicles to build, while reducing the costs associated with meeting stricter efficiency requirements.According to Trump, the changes will translate into lower prices for consumers, with the president claiming that American families could save thousands of dollars when purchasing a new vehicle.Trump also pointed to new and expanded plants expected to support jobs in states including Michigan, Ohio, Indiana and South Carolina.“Every manufacturer, from General Motors to Ford to Stellantis, has called me wanting to build here, and now they can!” he said.Trump also thanked Transportation Secretary Sean Duffy and Commerce Secretary Howard Lutnick for their roles in implementing the administration's auto policy.Shares of General Motors (<a class="mention" data-mention="$GM" data-symbol-id="GM" href="https://stocktwits.com/symbol/GM" target="_blank">GM</a>) and Stellantis NV (STLA) closed 3% higher on Friday, while Ford (F) shares gained about 1%. EV giant Tesla’s (TSLA) shares closed 2% lower, while rival Rivian (RIVN) saw its stock gain over 1%.<h2 class="st-heading-2">What Biden-Era Rules Required</h2>The Biden administration's 2024 fuel economy standards called for passenger-car fuel economy to increase 2% annually for model years 2027 through 2031, while light trucks would see 2% annual increases from 2029 through 2031. The rules targeted average light-duty vehicle fuel economy of approximately 50.4 miles per gallon by 2031.The Transportation Department said the standards would save Americans more than $23 billion in fuel costs and nearly 70 billion gallons of gasoline through 2050, while preventing more than 710 million metric tons of carbon dioxide emissions.The Biden administration also pushed to expand EV charging infrastructure. In January 2025, the Transportation Department announced $635 million in grants for 49 projects across 27 states, four federally recognized tribes and Washington, D.C., with the funding expected to add more than 11,500 EV charging ports and alternative-fueling infrastructure.The administration had set a goal of 500,000 publicly available EV chargers by 2030 and said more than 206,000 charging ports were already available nationwide by January 2025. Trump's new rules now mark a shift away from the Biden administration's tougher fuel-economy targets.During the after-hours session, 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 0.09%; the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust ETF</a> (QQQ) gained 0.12%; and the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) rose 0.04%. Retail sentiment on Stocktwits regarding the S&amp;P 500 ETF was in the ‘extremely bullish’ territory.The Max Auto Industry 3X Leveraged ETN (CARU) is down 44% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/fedwatch-ben-emons-10-year-treasury-yield-6-january-housing-crunch-economy/cZMgSMxRBfG">FedWatch's Ben Emons Sees 10-Year Treasury Yield Hitting 6% By January 2027 — Warns It Could Put Housing ‘In A Crunch’ And Slow The Economy</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 Pulls The Plug On Biden-Era EV Mandate, Touts $100B Investment In American Auto Industry — Says Buyers Will Save Thousands On New Cars

The President added that the new policy would support auto manufacturing and jobs across the country.

Ford Motor Co

General Motors Company

Rivian Automotive Inc

Stellantis N.V

<ul class="summary-bullets"><li>Emons said a 6% 10-year Treasury yield would likely push real interest rates above 3.5% and potentially above 4%, creating a much more restrictive financial environment.</li><li>He said such a move could not only slow the economy but also bring significantly more volatility to financial markets, particularly compared with the currently subdued level of the CBOE Volatility Index.</li><li>Emons added that a 6% 10-year yield would put the housing market “really in a crunch,” while higher borrowing costs for corporations and municipalities could also slow economic activity.</li></ul>FedWatch founder and chief investment officer Ben Emons sees the 10-year Treasury yield climbing to 6% by January 2027, which he believes could be a potentially significant turning point for the U.S. economy and the housing market.During an interview with CNBC, Emons said the economy is currently accelerating, helping explain why markets have been able to absorb higher interest rates so far.However, he cautioned that if the 10-Year bond yield hits 6%, the real interest rates could soar to over 3.5% to 4%. “At that level, I would think that rates are that restrictive, the economy starts to slow down much more than we're seeing currently,” Emons added.<h2 class="st-heading-2">6% Treasury Yield Could Change The Equation, Says Emons</h2>Emons said a 6% 10-year Treasury yield would likely push real interest rates above 3.5% and potentially above 4%, creating a much more restrictive financial environment.He said such a move could not only slow the economy but also bring significantly more volatility to financial markets, particularly compared with the currently subdued level of the CBOE Volatility Index.Emons said the 6% target is initially based on market mathematics, noting that the 10-Year yield discounted forward is already around 6% or higher.He added that a break above the roughly 5.3% area would make 6% a “very probable scenario.”At the time of writing, the 10-Year Treasury yield edged up by 0.3 basis points to hover at 5.165%, while the 30-Year bond yield rose nearly three basis points to hover at 5.49%.The iShares 20+ Year Treasury Bond ETF (TLT) rose 0.08% in Friday’s after-hours session, while the iShares 7-10 Year Treasury Bond ETF (IEF) edged up by 0.02%.<h2 class="st-heading-2">Housing, Borrowing Costs Could Feel The Squeeze</h2>A sustained move toward 6% could have consequences beyond financial markets, particularly for interest-rate-sensitive parts of the economy, Emons said.He added that a 6% 10-year yield would put the housing market “really in a crunch,” while higher borrowing costs for corporations and municipalities could also slow economic activity.The housing market accounts for roughly 10% of the economy, he noted, making it an important channel through which higher rates could eventually feed into the broader economy.At the same time, Emons highlighted that the economy has so far continued to expand alongside higher rates. A 5% yield, which he had previously flagged as potentially problematic, did not produce the slowdown some might have expected as GDP and investment continued to grow.<h2 class="st-heading-2">Fed, Inflation And The AI Growth Question</h2>For the 10-year yield to reach 6%, Emons said the Federal Reserve would likely need to move beyond its current rate outlook, particularly if inflation becomes a more persistent problem.“We get to 6% or higher if the Fed starts to change course because the inflation rate becomes more and more of a problematic issue for them. You'll see how that will really play out,” he added.Making this more complicated than before is the surge in investments due to AI. Emons argued that increased regulation of the technology could encourage greater institutional investment by making the technology appear less risky and more established.He said continued AI investment could therefore keep driving economic growth even as rates rise, creating a backdrop in which the economy remains strong enough to support higher long-term yields.During the after-hours session on Friday, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (<a class="mention" data-mention="$SPY" data-symbol-id="SPY" href="https://stocktwits.com/symbol/SPY" target="_blank">SPY</a>), which tracks the S&amp;P 500 index, rose 0.09%; the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust ETF</a> (QQQ) gained 0.12%; and the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) rose 0.04%. 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/bill-ackman-warns-fed-made-mistake-ai-break-inflation-model/cZMg0hQRBOC">Bill Ackman Warns Fed May Have Made A ‘Mistake’, Says AI Could Break Its Inflation Model</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Bass told Bloomberg that the moves will likely lead to a slight inflationary uptick on some goods, but short-term pain will help the economy emerge on a firmer footing. (Image Courtesy: Getty Images)

FedWatch's Ben Emons Sees 10-Year Treasury Yield Hitting 6% By January 2027 — Warns It Could Put Housing ‘In A Crunch’ And Slow The Economy

During an interview with CNBC, Emons said the economy is currently accelerating, helping explain why markets have been able to absorb higher interest rates so far.

iShares 7-10 Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

<ul class="summary-bullets"><li>Ackman argued that demand for AI-fueled demand for infrastructure and energy may behave differently from the demand typically affected by higher borrowing costs.</li><li>He added that the potential payoff from developing “super intelligence” could keep AI infrastructure spending high even as interest rates rise.</li><li>Ackman said this could weaken a key monetary-policy channel, which is that higher borrowing costs typically curb investment and demand.</li></ul>Billionaire hedge fund manager Bill Ackman questioned whether the Federal Reserve’s traditional approach to fighting inflation still works in an economy increasingly shaped by AI, energy demand and massive investment in computing infrastructure.In a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/BillAckman/status/2103299666276184301">post</a> on X, the Pershing Square Capital Management founder argued that the current AI boom could create an unusual economic environment in which higher interest rates do not necessarily reduce demand or investment as expected.<h2 class="st-heading-2">AI Could Challenge The Fed’s Inflation Playbook, Says Ackman</h2>Ackman argued that demand for AI-fueled demand for infrastructure and energy may behave differently from the demand typically affected by higher borrowing costs.He pointed to the potentially enormous economic payoff from winning the race to develop “super intelligence,” arguing that the return on investment could be so large that companies and governments may continue spending heavily on AI infrastructure even as interest rates rise.Ackman added that this could weaken one of the key channels through which monetary policy is supposed to work, which is that higher rates make borrowing more expensive, which typically discourages investment and demand.But if demand for computing power, energy and AI infrastructure remains exceptionally strong regardless of financing costs, Ackman questions whether rate hikes would have the same disinflationary effect they have had in previous economic cycles.Earlier this month, the Bureau of Labor Statistics (BLS) data showed that the Consumer Price Index (CPI) rose 0.4% in August on a seasonally adjusted basis, with the annual inflation rate remaining unchanged at 3.4%.Core CPI, which excludes food and energy, rose 0.3% in August, with the annual inflation rate cooling to 2.4% from&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/us-consumer-inflation-july-2026-cpi-report/cZo82tGRJgH">2.5% in July</a>.<h2 class="st-heading-2">Could Higher Rates Actually Add To Inflation?</h2>Ackman also raised concerns about another possibility, which is that higher rates could themselves become an additional source of inflation if elevated financing costs are increasingly embedded into the prices of goods and services.“Why won’t higher rates at this unique moment in history therefore lead to more inflation as interest costs are embedded in everything?” he asked.The billionaire investor expressed concerns that this could kickstart a vicious cycle, wherein higher rates increase costs across the economy without sufficiently reducing demand, resulting in inflation remaining elevated. The Fed could then respond with even higher rates, potentially pushing costs up further, he argued.“What if the old models don’t apply to the current paradigm and the Fed is wrong?” Ackman asked. He concluded that the Fed “might have just made a mistake.”Ackman’s concerns come after the Federal Open Market Committee raised the benchmark interest rate target by 25 basis points to 3.75% to 4%. Addressing reporters following the decision, Fed Chair Kevin Warsh noted that AI-related equipment and software investment has surged nearly 20% over the past year, supporting manufacturing and future growth. However, he said the timing and scale of its impact on the economy’s supply side remain uncertain.During the after-hours session on Friday, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (<a class="mention" data-mention="$SPY" data-symbol-id="SPY" href="https://stocktwits.com/symbol/SPY" target="_blank">SPY</a>), which tracks the S&amp;P 500 index, rose 0.09%; the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust ETF</a> (QQQ) gained 0.12%; and the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) rose 0.04%. 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/ed-yardeni-stocks-trouble-bond-yields-6/cZMggCYRBOU">Ed Yardeni Says Stocks Could Face Trouble If Bond Yields Hit 6% — ‘We’d All Start To Get Concerned’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Bill Ackman attends 2025 Pershing Square Foundation MIND and Cancer Prize Award Dinner at The Pool on May 22, 2025 in New York

Bill Ackman Warns Fed May Have Made A ‘Mistake’, Says AI Could Break Its Inflation Model

The Pershing Square Capital Management founder argued that AI could weaken the impact of higher rates on demand and investment.

<ul class="summary-bullets"><li>Yardeni said the 5.2% level on bond yields is not high enough to “kneecap” the stock market or the broader economy.</li><li>However, he identified 6% yield as the level that would make investors considerably more cautious.</li><li>The economist highlighted that the typical scenario for these cracks to develop involves higher rates putting pressure on financial markets, potentially triggering a credit crunch that could then lead to a recession.</li></ul>Ed Yardeni, President of Yardeni Research, on Friday warned that the momentum in equities could face headwinds if bond yields soar to 6%.During an interview with CNBC, the economist said the backdrop remains supportive for equities, even as investors watch bond yields, oil prices, inflation and the Federal Reserve closely for signs that the market could come under pressure.<h2 class="st-heading-2">Yardeni Says 6% Bond Yield Would Raise Alarm</h2>Yardeni said the 5.2% level on bond yields is not high enough to “kneecap” the stock market or the broader economy. However, he identified a level that would make investors considerably more cautious.“We’d all start to get concerned if we got as high as six,” Yardeni said, pointing to the possibility that higher interest rates could lead to a crack emerging in the credit markets eventually.The economist highlighted that the typical scenario for these cracks to develop involves higher rates putting pressure on financial markets, potentially triggering a credit crunch that could then lead to a recession.However, he does not believe the economy is in that kind of business-cycle environment currently. He also highlighted nominal Gross Domestic Product (GDP) growth of 6.6% year over year in the second quarter (Q2), arguing that the economy should remain on solid footing as long as bond yields stay below the pace of nominal economic growth.The 10-Year Treasury yield edged up by 0.3 basis points to hover at 5.165%, while the 30-Year bond yield rose nearly three basis points to hover at 5.49% at the time of writing.The iShares 20+ Year Treasury Bond ETF (TLT) rose 0.08% in Friday’s after-hours session, while the iShares 7-10 Year Treasury Bond ETF (IEF) edged up by 0.02%.<h2 class="st-heading-2">Why Yardeni Remains Bullish On Stocks</h2>Despite the rise in yields, Yardeni said the fundamental backdrop for equities remains strong. He pointed to remarkably strong economic indicators and continued earnings momentum as key reasons for his bullish outlook.According to Yardeni, earnings were “absolutely fabulous” in the first half of the year, and he expects that momentum to continue into the second half.“This has definitely been an earnings-led bull market,” he said.Yardeni also noted an important development for valuations, which is that stocks have actually become cheaper since the beginning of the year because earnings have grown faster than the S&amp;P 500.The economist said that this leaves valuation multiples as an area investors need to watch in the near term, even though he maintains a positive longer-term view on earnings.<h2 class="st-heading-2">Yardeni Says $100 Oil, Inflation And The Fed Are Still Risks</h2>Yardeni said the bond market's concerns extend beyond oil, pointing to the federal deficit and the amount of AI-related corporate debt as additional factors.Still, the rebound in oil prices toward $100 a barrel had been a major concern for markets. Yardeni argued that inflation could prove to be stickier if oil prices remain elevated for longer, potentially leaving the Federal Reserve with more work to do on interest rates to combat higher inflation, which could eventually put upward pressure on Treasury yields.Yardeni said those concerns had largely played out in the market by mid-September, but the situation remains fluid.During the after-hours session, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (<a class="mention" data-mention="$SPY" data-symbol-id="SPY" href="https://stocktwits.com/symbol/SPY" target="_blank">SPY</a>), which tracks the S&amp;P 500 index, rose 0.09%; the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust ETF</a> (QQQ) gained 0.12%; and the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) rose 0.04%. Retail sentiment on Stocktwits regarding the S&amp;P 500 ETF was in the ‘extremely bullish’ territory.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/msft-copilot-operating-system-higher-engagement-monetization-oppenheinmer/cZMgQ8IRBOw">Microsoft Copilot Is Turning Into An ‘AI Operating System’ — Here’s What It Means For MSFT Stock, According To Oppenheimer’s Brian Schwartz</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Wall Street. Manhattan. New York - stock photo

Ed Yardeni Says Stocks Could Face Trouble If Bond Yields Hit 6% — ‘We’d All Start To Get Concerned’

Ed Yardeni, President of Yardeni Research, on Friday warned that the momentum in equities could face headwinds if bond yields soar to 6%.

During a CNBC interview, Yardeni said the backdrop remains supportive for stocks, even as investors keep an eye on yields, oil, inflation and the Federal Reserve.