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Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is experiencing significant downward pressure from geopolitical tensions, particularly surrounding new tariff threats and potential international conflicts, combined with aggressive "whale" selling that has broken key support levels. This confluence of events is fueling a sharp community debate, with bears pointing to ongoing market manipulation and even conspiratorial links as reasons for further declines, while bulls advocate for buying the dip amidst a recurring pattern of weekend sell-offs.

SSgA Active Trust - State Street SPDR S&P 500 ETF Trust

SPY is experiencing pre-market volatility, fueled by discussions around new global tariffs following a Supreme Court ruling, escalating cartel violence in Mexico, and a sharp Bitcoin drop. The community is actively debating whether these factors signal a "bloody Monday" or a "fake dip" ahead of NVIDIA's anticipated earnings.

Solana is a high-performance Layer 1 blockchain designed for mass adoption by providing a fast, secure, and low-cost environment for decentralized applications. It distinguishes itself by scaling globally without the use of complex sharding or multiple layers, instead maintaining a single, unified ledger to avoid liquidity fragmentation. This architecture allows it to process thousands of transactions per second with sub-second finality, often at a cost of less than a penny per transaction.  The network operates on a unique hybrid model that combines Proof of Stake with an innovation called Proof of History, which functions as a decentralized clock to timestamp transactions. This system reduces the need for constant node communication, allowing the Sealevel engine to run non-conflicting smart contracts in parallel across multiple CPU cores. Further efficiency is gained through the Gulf Stream protocol, which reduces confirmation times by forwarding transactions to validators before the current block is finished.  Founded in 2017 by Anatoly Yakovenko, Solana is now supported by the Switzerland-based Solana Foundation and significant institutional investors like Andreessen Horowitz and Polychain Capital. The platform’s native token, SOL, serves as the primary currency for paying transaction fees, participating in network governance, and securing the system through staking.   Solana has also seen significant institutional adoption ranging from spot Solana ETFs to major partnerships including Visa's 2025 launch of USDC settlement on the network and the tokenization of public equity by firms like Galaxy Digital.

Solana

Solana is a top trending topic as it garners significant institutional interest, marked by recent spot ETF inflows and companies leveraging staking loans for liquidity. The community remains polarized, with many accumulating and staking amidst bearish price predictions, while others highlight the network's strategic pivot towards global finance and real-world applications.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLake Immunotherapeutics is trending following robust positive Phase 2 data for sonelokimab in axial spondyloarthritis, highlighting an 81% ASAS40 response and suggesting disease-modifying potential. The community is eagerly discussing this strong clinical validation, coupled with a solid financial position and significant institutional share repurchases, fueling anticipation for a potential short squeeze and re-valuation ahead of its upcoming Investor Day.

Ethereum is a global, open-source platform for decentralized applications. In other words, it is a decentralized blockchain platform that enables developers to build and deploy smart contracts and applications without central authority control. Unlike Bitcoin, which primarily functions as digital currency, Ethereum operates as a programmable global computer where developers can create any type of decentralized service.   The platform hosts over $14 billion in DeFi applications with hundreds of thousands of active users across financial protocols, NFT marketplaces, and gaming platforms. Its transition to Proof of Stake in September 2022 reduced energy consumption by over 99%, addressing environmental concerns while strengthening network security.  The network operates through thousands of independent validator nodes that process transactions and execute smart contracts on the Ethereum Virtual Machine. Smart contracts are self-executing programs written in Solidity that automatically carry out agreements when conditions are met, eliminating intermediaries like banks or brokers.   Validators stake ETH as collateral to propose and validate blocks, earning rewards for honest participation while facing penalties for malicious behavior. The EIP-1559 upgrade introduced a dynamic base fee mechanism that burns ETH with each transaction, creating deflationary pressure during high network activity when more ETH is burned than issued to validators.  Vitalik Buterin proposed Ethereum in 2013, but seven co-founders helped build it, including Gavin Wood who created Solidity and the EVM technical specification, and Joseph Lubin who founded ConsenSys. The project launched in July 2015 after raising over $18 million through crowdfunding, quickly becoming the largest blockchain developer community. Major milestones include the 2020 Beacon Chain launch, the 2021 London hard fork implementing fee burning, and the 2022 Merge to Proof of Stake.   Ether (ETH) serves multiple functions: paying transaction fees (gas), staking to secure the network and earn 3-5% annual yields, serving as collateral in DeFi protocols, and purchasing NFTs and digital assets. The asset is increasingly adopted by traditional institutions, with publicly traded companies adding ETH to corporate treasuries to generate staking yields while maintaining blockchain exposure, and in 2024, the SEC approved spot Ethereum ETFs, allowing traditional investors to gain exposure through conventional brokerage accounts.  Ethereum's roadmap focuses on dramatically increasing transaction capacity to over 100,000 per second, reducing confirmation times, and enhancing decentralization while maintaining security against future threats like quantum computing.

Ethereum

Ethereum is trending amid a significant price plunge that has sparked widespread despair and accusations of market manipulation across the community, though some investors are actively accumulating, citing strong institutional interest and record staking figures.

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

Kendu

Kendu is trending due to its exceptionally active and resilient community, which is relentlessly building a permissionless brand through 20+ real-world initiatives like energy drinks and street art. This strong collective conviction, emphasizing continuous building and 'buying the dip' even in a down market, positions Kendu as a unique long-term play in the crypto space.

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 trending as the crypto community actively buys perceived dips, fueled by strong HODLing sentiment and anticipation of a broader meme coin season. Many are discussing "loading the boat" and awaiting a significant price run, often using the "feels good man" meme.

Synthetix is a decentralized perpetual futures protocol built on Ethereum Mainnet. Synthetix uses a hybrid design — off-chain order matching on a high-performance CLOB with on-chain settlement — to deliver low latency, deep liquidity, and MEV-resistant execution while keeping custody and finality on Ethereum. Traders get CEX-like performance with on-chain security and composability. The protocol’s liquidity is provided by the Synthetix Liquidity Provider (SLP) vault and backstopped by staked SNX collateral, which underwrites the issuance of the sUSD stablecoin and the solvency of the SLP vault.

Synthetix Network 

Synthetix Network (SNX) is trending due to community excitement surrounding its expanded presence on major platforms, the highly anticipated $1 million trading competition, and the launch of its Perps V3 on Ethereum Mainnet, alongside notable updates to its tokenomics.

First Majestic Silver Corp. engages in the production, development, exploration and acquisition of mineral properties. It owns and operates producing mines in México including the La Encantada Silver Mine, La Parrilla Silver Mine, San Martin Silver Mine, La Guitarra Silver Mine, Del Toro Silver Mine, Santa Elena Silver & Gold Mine, and San Dimas Silver & Gold Mine. The company was founded by Keith Neumeyer on September 26, 1979 and is headquartered in Vancouver, Canada.

First Majestic Silver Corporation

First Majestic Silver is experiencing a significant surge following robust quarterly results, driven by record realized silver prices and its strategic advantage of selling a portion of its output through its own mint at a premium. The community is actively discussing its potential to lead a broader breakout among silver miners, especially given ongoing concerns about physical delivery in the metal market.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is actively discussed following the Supreme Court's tariff ruling and a new global tariff announcement, fueling broad debate over economic impact and market stability, while investors eagerly await NVIDIA's pivotal earnings report.

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Traders work on the floor of the New York Stock Exchange during morning trading on February 20, 2026 in New York City. (Photo by Michael M. Santiago/Getty Images)

CRWD, PANW, ZS, Other Cybersecurity Stocks Fall Hard On New AI Scare — But Wall Street Isn’t Panicking Yet

A new agentic AI tool from Anthropic, which can scan software code for security vulnerabilities and autonomously suggest fixes, triggered the selloff.  

Equity

A new agentic AI tool from Anthropic, which can scan software code for security vulnerabilities and autonomously suggest fixes, triggered the selloff.  


Donald Trump speaks to reporters on the South Lawn before boarding Marine One at the White House on January 16, 2026 in Washington, DC. 

Is Netflix’s WBD Bid In Trouble Again? Trump Warns Streaming Giant To Fire Board Member Or ‘Pay The Consequences’

Rice, a former Democratic administrator, suggested that several corporations are bending the knee to the current administration, skirting policies and laws in the process.

A smartphone displays the logo of Dropbox. (Photo illustration by Cheng Xin/Getty Images)

Why Is Dropbox Stock Down 3% In Premarket Today?

Dropbox reported shrinking revenue for the fourth quarter in a row.

<ul class="summary-bullets"><li>Comfort Systems’ revenue and adjusted profit more than doubled in Q4.</li><li>Order backlog increased $11.94 billion as of December from $9.38 billion in September.&nbsp;</li><li>Retail investors are eyeing FIX stock after sharp gains over the past year.</li></ul>Comfort Systems USA shares gained 5.6% in early premarket trading on Friday, after the company reported fourth-quarter results that beat expectations and raised the dividend.<h2 class="st-heading-2">Q4 Results</h2>Revenue doubled to $2.65 billion, beating analysts’ consensus estimate of $2.34 billion. Adjusted profit came in at $9.37 per share, up from $4.09 a year earlier and sizably higher than the $6.75 expectation.The company raised its quarterly dividend by $ 0.10 to $0.70.&nbsp;Comfort Systems installs and services heating, ventilation, and air conditioning systems (HVAC), and plumbing systems for buildings. The company’s backlog (orders booked but not completed or recognized as revenue) increased to $11.94 billion as of December from $9.38 billion in September.&nbsp;“We achieved a third consecutive same-store backlog increase that exceeded $1 billion, with backlog growing by more than $2 billion this quarter… In addition, in 2025 both our net income and our cash flow eclipsed $1 billion,” CEO Brian Lane said in a statement.&nbsp;<h2 class="st-heading-2">Retail View, Stock Move</h2>On Stocktwits, retail sentiment for FIX shifted to ‘extremely bullish’ from ‘bullish’ the previous day, amid extremely high message volume. Notably, the stock gained 4.1% in Thursday's session to hit a fresh record of $1,373.72, before the earnings were published.“Awesome! First bought 300 shares at $313 in March 2024. I added more shares throughout 2024.&nbsp; I'm holding 780 shares. I won't sell until I retire in the year 2035,” a user said.https://stocktwits.com/uwada/message/645383798<a href="https://stocktwits.com/symbol/FIX">Comfort Systems stock</a> is seeing a steady upward trajectory. It gained 120% in 2025 and is already up 47% in the new year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/google-gemini-pro-3-1-alphabet-updates-its-benchmark-ai-analysis-says-it-undercuts-open-ai-s-chat-gpt-anthropic-s-claude-on-cost/cZRZyFJR4xb">Google Gemini Pro 3.1: Alphabet Updates Its Benchmark AI, Analysis Says It Undercuts OpenAI's ChatGPT, Anthropic's Claude On Cost</a>&nbsp;

Traders work on the floor of the New York Stock Exchange.

Why Is Comfort Systems Stock Rising In Premarket?

The HVAC firm beat fourth-quarter sales and profit estimates.

The Google logo appears on a smartphone screen, and the Gemini logo serves as the background. (Photo by Nikolas Kokovlis/NurPhoto via Getty Images)

Google Gemini Pro 3.1: Alphabet Updates Its Benchmark AI, Analysis Says It Undercuts OpenAI's ChatGPT, Anthropic's Claude On Cost

Google’s Gemini 3, released in November, drew widespread praise and gave a notable lift to the company’s financial performance.

<ul class="summary-bullets"><li>Cameron wrote to Sen. Mike Lee (R-Utah), who chairs the Senate antitrust subcommittee, about his concerns.</li><li>The noted filmmaker believes Netflix’s business model is at odds with that of Warner Bros.' movie division.</li><li>The deal drags on, with Warner Bros. recently reentering negotiations with Paramount and putting the Netflix deal on hold.</li></ul>Noted filmmaker James Cameron has&nbsp;reportedly&nbsp;sounded the alarm over Netflix, Inc.’s proposed acquisition of Warner Bros.’s studio and streaming assets, arguing that it would be disastrous for Hollywood.&nbsp;“The business model of Netflix is directly at odds with the theatrical film production and exhibition business, which employs hundreds of thousands of Americans,” Cameron wrote in&nbsp;a letter to Sen. Mike Lee (R-Utah), who chairs the Senate subcommittee on antitrust, competitive policy and consumer rights.&nbsp;“It is therefore directly at odds with the business model of the Warner Brothers movie division, one of the few remaining major movie studios,” known for smash hits like “Titanic” and the Avatar series, believes that a Paramount-Warner Bros. merger would be a better alternative.Cameron said the Netflix deal would lead to massive job losses in the film industry, alter the theatrical landscape, and negatively affect one of America’s largest export sectors, CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/02/19/netflix-wbd-james-cameron-sends-scathing-letter-to-antitrust-lawmaker.html">reported</a>.“I believe strongly that the proposed sale of Warner Brothers Discovery to Netflix will be disastrous for the theatrical motion picture business that I have dedicated my life’s work to,” Cameron wrote to Lee in a letter dated. Feb. 10.“The business model of Netflix is directly at odds with the theatrical film production and exhibition business, which employs hundreds of thousands of Americans,” Cameron wrote. “It is therefore directly at odds with the business model of the Warner Brothers movie division, one of the few remaining major movie studios.”<h2 class="st-heading-2">Netflix Deal Concerns</h2>Many in the&nbsp;film industry have previously highlighted Cameron's view: the combination of a major streaming player and a movie studio could result in fewer releases. “It will be a blow to the exhibition community (theater owners and their tens of thousands of employees) at a critical time to have this production output redirected to streaming,”&nbsp;Cameron wrote.Netflix Co-CEO Ted Sarandos and WBD executive Bruce Campbell testified&nbsp;before the Senate committee on Feb. 3 and argued that the concerns are misplaced. Netflix outlined its investments in the film and TV production industry and its impact on the overall U.S. economy, including $20 billion in planned film and TV spend in 2026, and also committed to a 45-day theatrical window. (full testimony&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.judiciary.senate.gov/imo/media/doc/005a15b1-a2aa-1db4-39fb-e04316c2ed18/2026-02-03_Testimony_Sarandos.pdf">here</a>.)<h2 class="st-heading-2">Paramount Back On Negotiation Table</h2>Netflix agreed to buy Warner Bros.’s studio and streaming assets for $27.75 per share on Dec. 5.Meanwhile, the deal has become complicated amid Paramount Skydance's ongoing advances, which have pressured the shares of both Paramount and Netflix.&nbsp;Earlier this week, Warner Bros., with Netflix's permission, agreed to reopen negotiations with Paramount. Paramount has until Feb. 23 to present its best offer and convince the Warner Bros. board, which will then meet on Mar. 20 for a shareholder vote on the deal.With the head-to-head bidding underway, observers expect a higher deal price (Paramount’s most recent offer was $30 per share for the entire Warner Bros. enterprise) to emerge and get locked in.&nbsp;<a href="https://stocktwits.com/symbol/WBD">Warner Bros. stock</a> has risen 2% this week, after a 2.3% gain the previous week.<a href="https://stocktwits.com/symbol/NFLX">Netflix shares</a> are marginally up this week, after seven consecutive weeks of losses.&nbsp;<a href="https://stocktwits.com/symbol/PSKY">Paramount shares</a> are up 6%, after seven consecutive weeks of losses as well.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

James Cameron at an event at The Meryl Streep Center for Performing Artists on November 25, 2025 in Los Angeles, California. (Photo by Araya Doheny/Getty Images for SAG-AFTRA Foundation)

‘Avatar’ Director James Cameron Calls Netflix-WBD Disastrous, Bats For Paramount Takeover  

Observers worry Netflix may cut back on how many Warner Bros. movies go to theaters and instead release more of them on its streaming platform first.

<ul class="summary-bullets"><li>Social media accounts reported that OpenAI has partnered with AppLovin to market its ChatGPT app.</li><li>AppLovin or OpenAI haven’t confirmed or commented on the partnership rumours.</li><li>Stocktwits sentiment remains&nbsp;for APP ‘bullish.’</li></ul>AppLovin Corp. shares surged by over 6% in after market session on Thursday, reacting to unconfirmed social media posts about a partnership with ChatGPT maker OpenAI, with retail investors forecasting a further upswing.An X user, investor Jonah Lupton,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/JonahLupton/status/2024579392358191497?s=20">posted</a> on Thursday: According to his source, “OpenAI mentioned today on their capital raise call that they're now starting to work with $APP (Applovin) on monetizing ChatGPT through ads.” Lupton owns AppLovin stock, he disclosed.Multiple social media accounts reported similar details about the collaboration, which in turn fueled the stock. OpenAI or AppLovin has yet to announce a formal collaboration or comment on the rumour.&nbsp;AppLovin provides software and AI solutions to help developers improve the marketing and monetization of their mobile apps, particularly gaming apps.<h2 class="st-heading-2">Retail’s View</h2>Conversation picked up on Stocktwits, with users looking at the rumoured partnership with OpenAI as a positive sign and&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/Biostockfollower/message/645400048">questioning</a> whether the after-market rally would continue into Friday.“$450 tomorrow at a minimum. FOMO,” said a user, forecasting sharp gains driven by traders aggressively picking up the stock for the fear of missing out.<stembedurl>https://www.stocktwits.com/5elm/message/645394732</stembedurl>“$APP true or not. Rumor or not. It’s nice to see a positive rumor than the false lies from the short reports,” another said.<stembedurl>https://stocktwits.com/Saddog_Insane/message/645401037</stembedurl><h2 class="st-heading-2">Critical Reports</h2>AppLovin has been accused in the past of inflating performance metrics and stealing customer data from social media, among other things, by notable financial blogs such as Fuzzy Panda Research, Culper Research, and Muddy Waters Research.More recently, Capitalwatch, a U.S.-based financial news site,&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/applovin-draws-retail-buzz-after-critical-report-stock-plunge/cmUuPJOR49A">published</a> a detailed report claiming that AppLovin’s primary shareholders, Hao Tang and his sister Ling Tang, used the company to launder billions of dollars in black money. It later&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/money-laundering-claims-on-applovin-shareholder-retracted-by-capitalwatch/cZbve2pR4om">redacted</a> those claims.Critical reports notwithstanding, investors have closely followed AppLovin after its stock surged a whopping 700% in 2024 and then another 100% last year.Earlier this month, the company posted upbeat results and a strong outlook, but the&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/app-stock-slumps-after-hours-despite-strong-q4-2025-earnings/cZb6sQ4R4AK">stock still declined</a> as investors remained wary of rising competitive pressure from new AI-driven entrants and established digital ad giants like Meta Platforms and Google.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-stock-retail-traders-are-getting-bearish-days-ahead-of-q4-print-what-s-causing-jitters/cZRZsYTR4Do">Nvidia Stock Retail Traders Are Getting Bearish Days Ahead Of Q4 Print: What's Causing Jitters?</a>

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

AppLovin Stock Surges After-Hours: OpenAI Tie-Up Buzz Leaves Retail Wanting More

AppLovin is a prominent platform for mobile app marketing, of particular interest to retail investors after a 7-fold jump in its stock in 2024.

<ul class="summary-bullets"><li>Sentiment toward NVDA slid to ‘extremely bearish’ earlier this week before ticking up to ‘bearish’ as of the last close.</li><li>Reports of potential U.S.–Iran escalation and broader market weakness have weighed on mega-cap tech.</li><li>Nvidia is also finalizing a $30 billion investment in OpenAI, replacing the previously reported $100 billion deal, per Financial Times.</li></ul>Sentiment toward Nvidia Corp. among retail traders has softened in recent weeks amid choppy trading, as investors fine-tune their positions ahead of the chip giant’s quarterly report next Wednesday.Nvidia’s earnings have become a marquee quarterly event, shaping investor sentiment around artificial intelligence (AI) and the broader tech sector. Over the past year, worries about heavy capital spending, stretched valuations, and potentially moderating AI returns have periodically rattled markets – they triggered a sharp correction in November – even as Nvidia has continued to deliver successive blowout results, underscoring that AI demand remains robust.On Stocktwits, retail sentiment for NVDA has declined over the past two weeks. It dipped to ‘extremely bearish’ on Tuesday before shifting a notch higher to ‘bearish’ as of late Thursday. Nvidia shares have traded with a range in the new year, but fell sharply early this month amid another market selloff linked to AI.&nbsp;Message volume for the ticker fell 42% in the past 30 days.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_20_at_10_08_01_AM_png_a0f87d3118.webp" alt="Screenshot 2026-02-20 at 10.08.01 AM.png" width="1184" height="854"><figcaption>NVDA stock and retail sentiment over the past one month | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">US-Iran Escalation Weighs on Market</h2>On Thursday, reports indicated an escalation between the U.S. and Iran, with CNN reporting that the U.S. military is prepared to strike Iran if Tehran does not commit to&nbsp;winding down its nuclear program. The development appears to be pressuring markets – the S&amp;P 500 index declined 0.3% on Thursday – and weighing on the sentiment for big stocks such as Nvidia.Meanwhile, Nvidia is close to finalizing a $30 billion investment in OpenAI, The Financial Times reported, weeks after speculation about a potential rift between the two sides and the shelving of an earlier $100 billion investment plan. Those rumours, although denied by the respective companies, hammered Nvidia shares in early February.“I guess that the current weaknesses of the stock stems from the lack of momentum, as stock volumes are weak,” a Stocktwits user&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/BEGUIN/message/645403314">posted</a>, adding that it should fade by next week.Another called it "manipulation" by whale investors. “It's like a roller coaster,” they&nbsp;<a href="https://stocktwits.com/TheMightySenior/message/645385884">said</a>. Overall, the commentary was broadly upbeat, with several pointing to hefty capex plans by Big Tech cloud players as the clearest signal of sustained support for Nvidia.<h2 class="st-heading-2">Analysts’ View</h2>Nvidia is set for a “solid” earnings quarter, driven by backlog growth and the Rubin GPU ramp, RBC Capital Markets. While higher memory prices could pressure margins, analysts say multi-year supply deals, pricing power, and potential Samsung Electronics entry into HBM4 should help offset risks, according to the investment research firm.Analysts expect Nvidia’s fourth-quarter revenue to rise 67% to $65.69 billion – the highest pace in the last three quarters – and adjusted earnings to increase to 71% to $1.53 per share. Fifty-six of 61 rate the stock ‘Buy’ or higher with an estimated upside of 35%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/klar-stock-gets-whacked-after-q4-loss-weak-forecast-retail-investors-are-shrugging-it-off/cZRZ8RQR4Dj">KLAR Stock Gets Whacked After Q4 Loss, Weak Forecast: Retail Investors Are Shrugging It Off</a>

The Nvidia logo appears on a smartphone. (Photo by Samuel Boivin/NurPhoto via Getty Images)

Nvidia Stock Retail Traders Are Getting Bearish Days Ahead Of Q4 Print: What's Causing Jitters?

AI slowdown fears, escalating U.S.-Iran tensions, and a range-bound move in Nvidia stock have kept many retail investors cautious and on the sidelines, as market sentiment remains mixed.

<ul class="summary-bullets"><li>Klarna stock saw its steepest single-day drop since the company went public last September.</li><li>The company’s Q1 revenue and GMV forecasts were below analysts’ expectations.</li><li>Stocktwits sentiment flipped to ‘extremely bullish’ from ‘neutral.’</li></ul>Klarna Group Plc shares plummeted by more than 26% on Thursday before recovering slightly in the after-market session, after the company reported a fourth-quarter net loss and issued a weak forecast for the current quarter.The drop was the steepest since the Swedish buy-now-pay-later (BNPL) firm listed its shares on the New York Stock Exchange last September. Shares rose 0.1% to $13.87 in post-market trading, still firmly below the IPO price of $40 from Sept. 10.&nbsp;<h2 class="st-heading-2">Klarna Outlook Misses Wall Street’s Targets&nbsp;</h2>Klarna expects first-quarter revenues to be between $900 million and $980 million, the midpoint of which is below Wall Street’s target of $965.1 million.&nbsp;Gross merchandise value (the value of all goods and services sold on the platform) is estimated at $32 billion to $33 billion, below the consensus estimate of $33.37 billion.<h2 class="st-heading-2">Klarna Q4 Results</h2>In the fourth quarter, the company posted a net loss of $26 million, compared with a $40 million net profit in the corresponding quarter a year ago. Analysts were expecting a net loss of $8.8 million. The bottom line was partly weighed by the provisions for credit losses, which increased 60% to $250 million.Revenue rose 38% to $1.08 billion, inching past the $1 billion figure for the first time and topping the $1.07 billion estimate.CEO Sebastian Siemiatkowski told Reuters that Klarna’s rapid growth weighed on results, as costs were booked up front while the revenue and profit would come later.<h2 class="st-heading-2">What Wall Street, Retail Traders Think About KLAR</h2>Following the report, Wedbush slashed its price target on KLAR stock to $20 from $45, while maintaining its ‘Outperform’ rating.On Stocktwits, retail sentiment for KLAR flipped to ‘extremely bullish’ as of late Thursday, from ‘neutral’ the previous day.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_20_at_6_53_21_AM_png_82e4f33578.webp" alt="Screenshot 2026-02-20 at 6.53.21 AM.png" width="1134" height="168"><figcaption>KLAR sentiment and message volume as of February 19 | Source: Stocktwits</figcaption></figure>"Thank you to all the scary people in the room. It still amazes me when people will [love] buying a stock at $20, but hate buying it at $13,"<a href="https://stocktwits.com/JBr0/message/645377601">&nbsp;posted</a> one bullish user."This is a discount and not a failure. I love klarna,"<a href="https://stocktwits.com/mmmnnnh/message/645388473">&nbsp;said</a> another.However, there was plenty of skepticism too. "I guess the question is: what happens when people can't even 'pay later'?"<a href="https://stocktwits.com/VeryContent/message/645344404">&nbsp;wrote</a> one watcher.Klarna’s results, which&nbsp;showed robust revenue growth at the expense of wide losses, sparked debate on the platform, with many calling the significant share price drop an overreaction to underlying growth, while others condemned the BNPL model as unsustainable amid rising credit risks.Klarna's<a href="https://stocktwits.com/symbol/KLAR"> stock</a> is down 65% since its IPO last year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

KLAR Stock Gets Whacked After Q4 Loss, Weak Forecast: Retail Investors Are Shrugging It Off

The Swedish fintech firm swung to a net loss of $26 million in the last quarter, driven by higher provisions, versus a $40 million net profit a year ago.

<ul class="summary-bullets"><li>Zavery discussed the shift in Saas business models, from a focus on increasing ‘seats’ and users to offering AI-driven platforms that automate work.</li><li>‘If you’re not using the latest technology and driving the adoption to customers, you will be left behind’ – Bloomberg interview.</li><li>Software stocks have come under broad selling pressure in recent weeks amid renewed fears of AI-driven disruption.</li></ul>At a time when software stocks are undergoing a sharp correction, ServiceNow COO Amit Zavery warned that the AI transition will inevitably force some companies out of the market.“What we are witnessing is ‘software Darwinism,’” Zavery told Bloomberg News in an <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-02-19/servicenow-warns-of-software-sector-shakeup-during-ai-transition">interview</a> on the sidelines of&nbsp;the&nbsp;India AI Summit in New Delhi.“For the last decade, SaaS was about adding more seats and more users. In the Agentic AI era, that model is breaking. If you are a software company that provides a tool where a human just enters data, you are in trouble.”Highlighting a shift from “old Saas” to “AI platform,” he argued that customers now seek agentic platforms that automate work rather&nbsp;than&nbsp;low-cost software with a few more features.“There will be some software companies that will not be able to make the transformation to AI,” Zavery said. “If you’re not using the latest technology and driving the adoption to customers, you will be left behind.”<h2 class="st-heading-2">Software Selloff</h2>The comments capture the&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/from-adbe-to-msft-to-crm-legacy-software-stocks-get-smoked-on-new-ai-fears/cZbSntUR4mU/amp">mood</a> in the software market amid fresh fears&nbsp;about AI-related disruption, particularly concerns that AI tools will reduce demand for niche enterprise software.The software selloff has engulfed the broader tech industry, with the Nasdaq 100 index declining 1.4% since the start of the year. High capex plans by Big Tech companies are also contributing to the downward sentiment.&nbsp;Zavery ended with an optimistic note, saying that the same disruption and shakeup is&nbsp;a tailwind for companies like ServiceNow.<a href="https://stocktwits.com/symbol/NOW">ServiceNow shares</a> are down about 30% year to date, and had a ‘neutral’ sentiment on Stocktwits as of early Thursday.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/open-stock-rallies-ahead-of-q4-report-after-lennar-bet-can-results-hold-the-gains/cZRjr3mR4wZ">OPEN Stock Rallies Ahead Of Q4 Report After Lennar Bet: Can Results Hold The Gains?</a>

In this photo illustration, the logo of ServiceNow, Inc. is displayed on a smartphone screen, with the company's branding visible in the background, on April 20, 2025, in Chongqing, China.

ServiceNow COO Expects AI-Driven Consolidation In Software Industry Amid Rout – Calls It ‘Software Darwinism’

Amit Zavery states that those companies that don’t transition to AI would have a difficult time. Software stocks have come under broad selling pressure in recent weeks amid renewed fears of AI-driven disruption.

Amit Zavery states that those companies that don’t transition to AI would have a difficult time.
