<ul class="summary-bullets"><li>Gap lowered its fiscal 2026 net sales growth outlook to 1%-2%, down from a prior estimate of 2%-3%.</li><li>The company reported Q1 adjusted earnings per share of $0.38, in line with analyst estimates, while revenue slightly missed estimates.</li><li>Brand performance was uneven, with Gap outpacing peers while Athleta and Old Navy lagged.</li></ul>Shares of Gap Inc. (GAP) fell more than 15% in after-hours trading on Thursday after the apparel retailer cut its full-year net sales growth outlook.The company now expects fiscal 2026 sales to rise 1% to 2% year-over-year, down from its prior forecast of 2% to 3% growth.&nbsp;<h2 class="st-heading-2">GAP Posts Mixed Quarterly Performance</h2>Gap Inc. (GAP) reported mixed first-quarter results on Thursday. Adjusted earnings per share came in at $0.38, in line with analyst estimates, according to data from Koyfin.&nbsp;Revenue stood at $3.50 billion, below estimates of $3.52 billion, but higher than $3.46 billion reported a year earlier.Adjusted net income for the quarter was $145 million, below estimates of $148 million.&nbsp;<h2 class="st-heading-2">Comparable Sales Performance Across Brands</h2>Gap’s overall comparable sales, along with results from Old Navy, Banana Republic and Athleta, fell short of analyst expectations for the quarter.The company’s namesake Gap brand outperformed, with comparable sales rising 10%, well ahead of the 5.5% forecast. Old Navy posted 1% growth versus expectations of 3%, while Banana Republic rose 2%, below the 4% estimate. Athleta also underperformed, with comparable sales down 11% and overall sales declining 12%.&nbsp;<h2 class="st-heading-2">GAP Raises Earnings Guidance Despite Sales Cut</h2>While Gap lowered its full-year sales outlook, the company raised its earnings guidance. It now expects adjusted earnings per share of $2.30 to $2.40, up from its previous range of $2.20 to $2.35.Gap also raised its annual profit forecast, citing an expected boost from tariff relief. The company said it anticipates about $80 million in net tariff-related benefit to gross profit and operating income in fiscal 2026. The benefit is expected to be concentrated in the second and third fiscal quarters, based on the timing of receipts.The company also returned $464 million to shareholders during the first quarter through share repurchases and dividends.<h2 class="st-heading-2">GAP Stock: What Retail Sentiment Says</h2>Retail sentiment on Stocktwits for GAP turned “bullish” on Thursday, up from “bearish” a day earlier. Message volume also jumped, moving into the “extremely high” territory from “high” 24 hours ago.<a href="https://stocktwits.com/symbol/GAP">GAP shares</a> have declined over 3.5% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Why GAP Shares Are Down Nearly 15% In After-Hours Trading 

Shares of Gap Inc. (GAP) fell more than 15% in after-hours trading on Thursday after the apparel retailer cut its full-year net sales growth outlook.

Equity

The apparel retailer posted mixed quarterly results while trimming growth expectations, even as profit guidance improved.

<ul class="summary-bullets"><li>Adjusted earnings of $0.15 per share for the first quarter ended April 30, missed the analyst consensus of $0.16.</li><li>UiPath sees FY 2027 revenue of $1.78 billion-$1.78 billion versus the analyst consensus of $1.76 billion.</li><li>Q2 revenue outlook at $395 million to $400 million, beats expectations.</li></ul>UiPath (PATH) share price slipped around 3% after-hours on Thursday after the business automation firm’s Q1 earnings failed to meet analyst expectations.&nbsp;The company reported adjusted earnings of $0.15 per share for the first quarter ended April 30, missing the analyst consensus of $0.16, as per data from Fiscal.ai. However, revenue of $418 million beat estimates of $397.2 million and increased 17% year-on-year.&nbsp;"One year into general availability, our agentic products are moving from pilot to production, with customers standardizing on UiPath as the orchestration and automation execution layer for their enterprise AI transformation,” Daniel Dines, UiPath Founder and Chief Executive Officer said in an earnings statement.&nbsp;PATH enables organizations to build software robots and AI agents that interact with existing IT systems, mimic human actions, and execute end-to-end workflows across applications, a business sector gaining recent traction as investors look to raise allocation towards wider AI gameplay.&nbsp;<h2 class="st-heading-2">PATH Q2 And FY27 Guidance&nbsp;</h2>UiPath provided a second-quarter revenue forecast ranging from $395 million to $400 million. With a midpoint of $397.5 million, the guidance aligns closely with the $396.9 million analyst consensus. Furthermore, the company anticipates an adjusted operating income of nearly $75 million for the same period.For the full fiscal year 2027, the company estimates revenue to fall between $1.77 billion and $1.78 billion, with the projected midpoint surpassing the $1.75 billion consensus estimate, as per Fiscal.ai. Additionally, full-year adjusted operating income is forecast at approximately $430 million.<h2 class="st-heading-2">PATH Retail View&nbsp;</h2>Retail sentiment on Stocktwits was “extremely bullish” with “extremely high” message volumes.&nbsp;One user highlighted bullishness by saying the company’s AI revenues are yet to kick in as a reason to stick with the stock.&nbsp;<stembedurl>https://stocktwits.com/Ctres06/message/654703786</stembedurl>PATH stock has lost about 11% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/s-and-p-500-nasdaq-and-dow-close-at-record-highs-amid-positive-reports-of-us-iran-ceasefire-negotiations-ibm-snow-czr-aktx-lly-in-focus/cZgiu45Ret7">S&amp;P 500, Nasdaq And Dow Close At Record Highs Amid Positive Reports Of US-Iran Ceasefire Negotiations — IBM, SNOW, CZR, AKTX, LLY In Focus</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

The UiPath logo is seen displayed on a smartphone screen next to a keyboard. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

PATH Stock Slips After-Hours On Q1 Earnings Miss, But Q2 And Full-Year Guidance Beats Expectations

UiPath (PATH) share price slipped around 3% after-hours on Thursday after the business automation firm’s Q1 earnings failed to meet analyst expectations.&nbsp;

Q1 revenue exceeded analyst expectations while earnings fell short.

<ul class="summary-bullets"><li>The S&amp;P 500 rose 0.6%, and the Dow Jones gained 0.1%, while the Nasdaq 100 added 0.6%.</li><li>Oil prices and Treasury yields eased as investors hoped for a longer-lasting ceasefire agreement.&nbsp;</li><li>Consumer spending, adjusted for inflation, increased 0.1% in April after rising 1.6% in March.</li></ul>U.S. benchmark stock indices ended at record highs on Thursday as signs of easing U.S.-Iran tensions aided sentiment.&nbsp;The&nbsp;<a href="https://stocktwits.com/symbol/SPX">S&amp;P 500</a> ended 0.6% higher, the&nbsp;<a href="https://stocktwits.com/symbol/NDX">Nasdaq</a> 100 rose 0.8%, and the&nbsp;<a href="https://stocktwits.com/symbol/DJI">Dow Jones</a> inched 0.1% higher, all hitting record highs, as per data from Koyfin. The Russell 2000, which tracks stocks with small market capitalization, gained for the sixth session and hit record highs on Thursday.&nbsp;Among ETFs tracking benchmark indexes, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a> and&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust&nbsp;</a>(QQQ) ended Thursday around 0.6 and 1% higher respectively. The&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) gained 0.1%.&nbsp;The VanEck Semiconductor ETF (<a href="https://stocktwits.com/symbol/SMH">SMH</a>) rose 1%.&nbsp;Meanwhile, retail sentiment on Stocktwits for SPY, QQQ and DIA was all in the “extremely bullish” territory with “extremely high” message volumes.&nbsp;&nbsp;<h2 class="st-heading-2">US Market Drivers</h2><div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col></colgroup><tbody><tr><td>Index</td><td>Move</td><td>Close</td></tr><tr><td>Dow Jones Industrial Average</td><td>0.1%</td><td>50,668.97&nbsp;</td></tr><tr><td>S&amp;P 500</td><td>0.6%</td><td>7,563.63&nbsp;</td></tr><tr><td>Nasdaq 100</td><td>0.6%</td><td>30,223.89&nbsp;</td></tr></tbody></table></figure></div>U.S. equities hit new highs following a report from Axios, citing a regional source and two U.S. officials, stating that Iranian and U.S. negotiators have reached a 60-day memorandum of understanding. This agreement aims to prolong the ceasefire and facilitate additional discussions regarding Iran’s nuclear capabilities. The&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.axios.com/2026/05/28/iran-peace-deal-trump-approval">report</a> noted, however, that the deal is still awaiting final authorization from President Donald Trump.“The market has been expecting some type of MOU — memorandum of understanding — here,” said David Wagner, head of equities at Aptus Capital Advisors told CNBC in an interview. “You’re going to see the discretionary names run as a first knee-jerk reaction to a lot of this news, which can drive the market higher.”&nbsp;However, Treasury Secretary Scott Bessent said on Thursday that no Iranian sanctions would be lifted unless the country gives up its enriched uranium stockpile.&nbsp;Oil prices pulled back from their highs following the report. The West Texas Intermediate crude oil futures was last trading at around $89 a barrel, while Brent futures traded around $94 a barrel, as per data from CNBC.&nbsp;Moreover, the Personal Consumption Expenditures (PCE) Index, which is the Federal Reserve’s preferred gauge of inflation, advanced 3.8% in April on an annualized basis.The Commerce Department data showed that core PCE, which excludes food and energy, rose 3.3% on an annualized basis in April, up 0.2% on a monthly basis.<h2 class="st-heading-2">Trending Stocks To Watch&nbsp;</h2>International Business Machines (<a href="https://stocktwits.com/symbol/IBM">IBM</a>): The firm unveiled an aggressive plan to spend more than $10 billion over the next five years on quantum computing, aiming to bring a commercial, large-scale system to market by 2029.Snowflake (<a href="https://stocktwits.com/symbol/SNOW">SNOW</a>):&nbsp; Blockbuster first-quarter results and a massive $6 billion partnership with Amazon Web Services fueled bullish calls for as much as 85% upside ahead.&nbsp;&nbsp;Eli Lilly (<a href="https://stocktwits.com/symbol/LLY">LLY</a>): Shares hit record highs after CVS Health (CVS) said it will restore coverage of Lilly’s weight-loss injection Zepbound and begin covering its newly approved obesity pill, Foundayo.&nbsp;Akari Therapeutics (<a href="https://stocktwits.com/symbol/AKTX">AKTX</a>): CEO Abizer Gaslightwala highlighted the potential of the company’s proprietary antibody drug conjugate platform to treat cancer, ahead of a key oncology conference.&nbsp;Caesars Entertainment (<a href="https://stocktwits.com/symbol/CZX">CZX</a>): Entered into a definitive agreement to be acquired by Fertitta Entertainment Inc. in an all-cash deal valued at about $17.6 billion.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/hood-stock-jumps-to-best-day-this-month-on-trump-accounts-app-launch/cZgish3RetI">HOOD Stock Jumps To Best Day This Month On Trump Accounts App Launch</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A laptop keyboard, a reflected illustrative stock graph displayed on a screen and the Nasdaq logo. (Photo by Jakub Porzycki/NurPhoto via Getty Images)

S&P 500, Nasdaq And Dow Close At Record Highs Amid Positive Reports Of US-Iran Ceasefire Negotiations —  IBM, SNOW, CZR, AKTX, LLY In Focus

U.S. and Iranian negotiators agreed on a 60-day memorandum of understanding to extend the ceasefire, media reports suggested.

<ul class="summary-bullets"><li>Customers can access over 100,000 items through the service, including groceries, household essentials, electronics and prescriptions.</li><li>The fast-delivery option is available for a $10 fee for Walmart+ members as the company expands its quick-commerce footprint.</li><li>Customers can choose from various same-day delivery options based on how quickly they need their order.</li></ul>Walmart (WMT) is taking on Amazon (AMZN) in the ultra-fast delivery market segment in the US.On Thursday, WMT announced the launch of its 30-minute-or-less delivery service across 33 US markets. Customers can shop from more than 100,000 eligible items, including fresh groceries, pantry staples, baby essentials, cold and flu medicine, household supplies, pet food, electronics and prescription delivery.The WMT stock ended Thursday’s session up 0.30%. However, in after-hours trading, the stock slipped and was down 0.17% at the time of writing.&nbsp;<h2 class="st-heading-2">WMT Now Available Across 33 US Cities</h2>Walmart said its 30-minute-or-less delivery service is now available in markets including Austin, Dallas, Denver, Houston, Chicago, St. Louis, Atlanta, Tampa and Oklahoma City, with plans for further expansion. The rollout is supported by the company’s large store network and proximity to customers across the U.S.In eligible locations, users will see a “Delivery in 30 minutes or less” option tied to their account address.<h2 class="st-heading-2">WMT – AMZN Competition Intensifies</h2>Walmart’s announcement comes just weeks after Amazon said it is rolling out “ultra-fast” delivery, offering 30-minute-or-less drop-offs for groceries and essentials across several U.S. cities. Amazon’s service, called&nbsp;Amazon Now, is already available in Atlanta, Dallas–Fort Worth, Philadelphia, and Seattle, with expansion underway in cities including Austin, Houston, Phoenix, Denver and others.&nbsp;<h2 class="st-heading-2">WMT Offers Multiple Delivery Options</h2>Customers can choose from multiple same-day delivery options depending on how quickly they need their order. The 30-minute-or-less option is for immediate needs in select markets. Express delivery takes up to one hour, while On-Demand delivery takes up to three hours. Scheduled delivery allows customers to pick a preferred time slot.The 30-minute-or-less service is available for Walmart+ members for a $10 fee and includes groceries, pharmacy items and general merchandise, all backed by Walmart’s everyday low prices.&nbsp;<h2 class="st-heading-2">WMT Stock: What Retail Sentiment Says</h2>Stocktwits sentiment on WMT was trending in “bullish” territory on Thursday, with message volume being “high.” In the past 30 days, message volume has surged more than 325%.WMT shares have gained over 22% in the past 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Sign at the entrance to a Walmart in Venice, Florida. (Photo by Erik McGregor/LightRocket via Getty Images)

WMT Takes On AMZN With 30-Minute Delivery Offering Across 33 US Markets

Walmart (WMT) is taking on Amazon (AMZN) in the ultra-fast delivery market segment in the US.

Walmart’s 30-minute-or-less delivery service is now available in Austin, Dallas, Denver, Houston, Chicago, St. Louis, Atlanta, Tampa and Oklahoma City among others.

<ul class="summary-bullets"><li>According to the U.S. Department of the Treasury, the first wave of registration emails has been deployed to parents.</li><li>The platform's subsidiary, Robinhood Securities LLC, is acting as the preliminary trustee.</li><li>To enroll a child, guardians must submit IRS Form 4547 through the official Internal Revenue Service portal.</li></ul>Robinhood Markets (HOOD) share price rallied about 10% on Thursday after the digital brokerage announced the rollout of the official Trump Accounts mobile application, a federally backed savings initiative targeted at American children.The platform's subsidiary, Robinhood Securities LLC, is acting as the preliminary trustee for the program, holding and managing assets on behalf of its young beneficiaries under a fiduciary capacity.According to the U.S. Department of the Treasury, the first wave of registration emails has been deployed to parents who elected to participate in the program. While the platform went live Thursday for iOS and Android devices, financial contributions will officially be permitted starting July 4, 2026.<h2 class="st-heading-2">What are Trump Accounts Or 530A Accounts?</h2>Established under federal legislation and managed directly by the U.S. Department of the Treasury, Trump Accounts function as individual retirement accounts (IRAs) specifically optimized for minors.The program targets U.S. citizens under the age of 18 who possess a valid Social Security number. To jumpstart long-term savings, children born between 2025 and 2028 will receive a baseline $1,000 seed deposit directly from the U.S. Treasury.Parents, relatives, friends, and employers are permitted to make combined secondary deposits of up to $5,000 annually per account.Once the beneficiary turns 18, they take complete ownership of the capital. From that milestone onward, the funds operate under the standard regulatory framework that governs traditional adult IRAs, allowing the beneficiary to pull the funds or maintain the investments.To enroll a child, guardians must submit IRS Form 4547 through the official Internal Revenue Service portal, download the dedicated mobile software, and wait for confirmation that their election has been processed by federal authorities.<h2 class="st-heading-2">HOOD’s Agentic AI Pivot</h2>The government program rollout coincides with Robinhood’s aggressive push into artificial intelligence. The firm revealed it has opened its ecosystem to autonomous software with the dual debut of Agentic Trading and the Agentic Credit Card.The new feature allows consumers to connect their custom, external artificial intelligence models to Robinhood’s software via native Model Context Protocol (MCP) servers. Once linked, these AI agents can independently execute equity portfolios or handle consumer transactions without needing individual manually triggered commands."Our mission has always been to democratize finance for all, and now, that mission extends to AI agents," Robinhood Chief Executive Officer Vlad Tenev said in a statement.<h2 class="st-heading-2">HOOD Retail View&nbsp;</h2>Retail sentiment on Stocktwits was “bullish” with “normal” message volumes.&nbsp;One user highlighted that a “solid recovery was underway” for HOOD stock.&nbsp;<stembedurl>https://stocktwits.com/DFWxplorer/message/654685676</stembedurl><a href="https://stocktwits.com/symbol/HOOD">HOOD Stock</a> has gained nearly 30% over the past 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

HOOD Stock Jumps To Best Day This Month On Trump Accounts App Launch

Robinhood Markets (HOOD) share price rallied about 10% on Thursday after the digital brokerage announced the rollout of the official Trump Accounts mobile application, a federally backed savings initiative targeted at American children.

Robinhood announced that the official Trump Accounts app is now available for download.

<ul class="summary-bullets"><li>The latest funding round was led by Altimeter Capital, Dragoneer, Greenoaks and Sequoia Capital, with backing from investors including Blackstone and DST Global.</li><li>Amazon is supporting Anthropic's infrastructure expansion through previously announced investments, including a $5 billion commitment.</li><li>Micron is among the chip partners helping Anthropic secure the memory and storage capacity needed to meet rising AI demand.</li></ul>Anthropic has raised $65 billion in a Series H funding round, valuing the artificial intelligence company at $965 billion post-money and making it one of the world's most valuable private companies.The latest raise more than doubles Anthropic's valuation from $380 billion in February.&nbsp;<h2 class="st-heading-2">Anthropic Overtakes OpenAI</h2>With its latest funding round, Anthropic has surpassed OpenAI in valuation. The AI startup is now valued at $965 billion, compared with OpenAI's $852 billion valuation following its funding round in March.Anthropic’s $65-billion funding round was led by Altimeter Capital, Dragoneer, Greenoaks and Sequoia Capital. Other investors included Blackstone, Brookfield, Coatue, D1 Capital and Temasek.&nbsp;<h2 class="st-heading-2">AMZN, MU Among Key Partners</h2>Anthropic said the funding package includes $15 billion in previously committed investments from hyperscale partners, including $5 billion from Amazon.The company also highlighted strategic infrastructure relationships with Micron, Samsung and SK hynix, which supply critical memory and storage technologies needed to support growing AI workloads.Anthropic added that it has recently expanded its computing footprint through agreements with Amazon, Google, Broadcom and SpaceX. Claude is now available across Amazon Web Services, Google Cloud and Microsoft Azure, with AWS remaining its primary cloud and training partner.&nbsp;<h2 class="st-heading-2">Anthropic Launches Claude Opus 4.8</h2>In a separate blog post on Thursday, Anthropic said it has launched Claude Opus 4.8, the latest version of its flagship AI model. The company said the new model delivers better performance and is a more effective collaborator, while remaining available at the same price as the previous version.Anthropic also introduced new features for Claude users. Users can now control how much effort Claude puts into a task, while Claude Code gets a new “dynamic workflows” feature designed to handle larger and more complex projects.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Photo Illustration - Anthropic Launches Project Glasswing. (Photo by Samuel Boivin/NurPhoto via Getty Images)

Anthropic Nears $1-Trillion Valuation After Massive $65B Funding Round — Edges Past OpenAI

Anthropic has raised $65 billion in a funding round, valuing it at $965 billion post-money and making it one of the world's most valuable private companies.

Anthropic Nears $1 Trillion Valuation After Massive $65B Funding Round — Edges Past OpenAI

With its latest funding round, Anthropic has more than doubled its valuation since February, jumping from $380 billion to $965 billion.

<ul class="summary-bullets"><li>Situational Awareness disclosed ownership of 12.41 million Nebius shares, representing about 5% of the company.</li><li>The position was reportedly valued at around $2.6 billion based on current market prices.</li><li>In September 2025, Nebius and Microsoft signed a multi-billion dollar deal for AI infrastructure.</li></ul>Shares of Nebius Group (NBIS) gained more than 10% on Thursday after a regulatory filing revealed a significant stake in the AI infrastructure company by Situational Awareness, a hedge fund managed by former OpenAI researcher Leopold Aschenbrenner.The rally pushed Nebius shares to their highest level in two weeks.<h2 class="st-heading-2">Former OpenAI Researcher’s Fund Takes Stake In NBIS</h2>According to a Schedule 13G filing with the Securities and Exchange Commission, Situational Awareness disclosed ownership of 12.41 million shares, representing a 5.6% passive stake in the company.The position makes the fund the largest shareholder in Amsterdam-based Nebius, reported Reuters, adding that based on current market prices, the stake is worth around $2.6 billion.Situational Awareness managed about $4 billion in investments as of the end of March, according to CNBC. The fund counts several well-known technology and investment figures among its backers, including Stripe founders Patrick and John Collison, as well as Daniel Gross and Nat Friedman, who have recently been linked to Meta’s AI efforts.<h2 class="st-heading-2">NBIS: A Key Player In AI Infrastructure</h2>Nebius operates as a vertically integrated cloud provider focused on artificial intelligence and high-performance computing. The company designs and runs its own data centers and server infrastructure across Europe and the United States.The company has also secured major commercial partnerships. In September 2025, Microsoft (MSFT) entered into a multiyear agreement with Nebius worth $17 billion in expected revenue to provide computing capacity, further strengthening the company's role in the AI ecosystem.<h2 class="st-heading-2">NBIS Stock: What Retail Sentiment Says</h2>Stocktwits sentiment on NBIS improved to “bullish” on Thursday from “neutral” a day earlier. Message volume was “high,” rising more than 55% over the past seven days and nearly 240% in the last 30 days.NBIS shares have soared 475% in the past 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Nebius Group logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

NBIS Stock Soars Over 10% — Ex-OpenAI Researcher’s Fund Reveals Massive Stake

Nebius Group stock gained over 10% after a regulatory filing revealed a significant stake in the AI infrastructure company by hedge fund Situational Awareness.

Why NBIS Stock Has Gained Over 10% Today?

A newly disclosed investment has reportedly made hedge fund Situational Awareness the largest shareholder in the AI infrastructure company.

<ul class="summary-bullets"><li>Last week, IBM was among a handful of quantum developers set to receive $2 billion U.S. government funding.&nbsp;</li><li>Investment announcement follows a Letter of Intent between IBM and the U.S. Department of Commerce to establish Anderon.&nbsp;</li><li>13 out of 21 analysts rate the stock ‘buy’, seven say ‘hold’, one ‘sell’.</li></ul>International Business Machines Corp (IBM) share price rose 3% on Thursday after the firm unveiled an aggressive plan to spend more than $10 billion over the next five years on quantum computing, aiming to bring a commercial, large-scale system to market by 2029.The investment, detailed in a Securities and Exchange Commission filing, will be distributed across research and development, capital expenditures, manufacturing expansion, and targeted corporate acquisitions. The multi-billion-dollar push is aimed at engineering a "fault-tolerant" quantum computer—a milestone that means the hardware can automatically correct its own computational errors, a major hurdle that has long prevented the technology from achieving widespread commercial application.The tech giant, which already operates more than 90 quantum installations globally, plans to deploy a machine capable of executing 100 million quantum gate operations. If successful, the computing power would easily eclipse standard supercomputers, enabling complex calculations faster than traditional systems.<h2 class="st-heading-2">IBM’s Federal Funding Infusion&nbsp;</h2>IBM's $10 billion spending plan arrives precisely one week after the federal government signaled a major strategic pivot toward the quantum sector.On May 21, the Trump administration announced a historic $2 billion federal grant package distributed among nine quantum technology firms. Financed through the 2022 CHIPS and Science Act, the initiative marks a highly unconventional shift in U.S. industrial policy where the Department of Commerce is securing minority equity stakes in the private firms.Commerce Secretary Howard Lutnick characterized the move as a protective measure to ensure American dominance in national security and advanced research, stating that the administration is "leading the world into a new era of American innovation."IBM captured half of that federal package, securing a $1 billion grant. The company is matching the government funds with $1 billion of its own capital to establish Anderon, a new subsidiary based in Albany, New York. Anderon will operate as the nation's first purpose-built, pure-play quantum semiconductor foundry, focusing exclusively on manufacturing specialized superconducting wafers.Other prominent developers—including D-Wave Quantum, Rigetti Computing, IonQ, Atom Computing, Infleqtion, PsiQuantum, and Quantinuum—were awarded letters of intent for individual grants, mostly valued at $100 million each.<h2 class="st-heading-2">IBM Retail View&nbsp;</h2>Retail sentiment on Stocktwits was “extremely bullish” with “extremely high” message volumes.&nbsp;One user highlighted that IBM was ahead of the curve with its quantum computing commitments.&nbsp;<stembedurl>https://stocktwits.com/RSCInvests/message/654665514</stembedurl>IBM stock has gained 3% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/otlk-stock-rocket-nearly-140-fda-s-lytenava-approval-pushes-stock-on-track-for-best-week-on-record/cZgi8QZRet2">OTLK Stock Rocket Nearly 140%: FDA's Lytenava Approval Pushes Stock On Track For Best Week On Record</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The IBM logo appears on a smartphone screen, and a stock exchange curve chart displays as the background. (Photo by Nikolas Kokovlis/NurPhoto via Getty Images)

IBM Stock Gains Amid Plan To Invest $10B For Large-Scale Quantum Computer By 2029

International Business Machines Corp (IBM) share price rose 3% on Thursday after the firm unveiled an aggressive plan to spend more than $10 billion over the next five years on quantum computing, aiming to bring a commercial, large-scale system to market 

According to IBM’s SEC disclosure, the company has deployed more than 90 quantum systems globally.

<ul class="summary-bullets"><li>Retail traders on Stocktwits blamed the stalled CLARITY Act for Bitcoin’s weakness.</li><li>Sentiment around Bitcoin on Stocktwits slipped into ‘extremely bearish’ territory even after BTC clawed back above $73,000 later in the session.</li><li>Some Stocktwits users said any ceasefire would be “irrelevant” unless it included guarantees tied to the Strait of Hormuz.</li></ul>Shares of Robinhood Markets (HOOD) led gains among crypto-linked equities on Thursday afternoon, even as Bitcoin (BTC) remained in the red and retail traders on Stocktwits grew increasingly skeptical that a reported U.S.-Iran ceasefire would do much to ease pressure on global markets.<a href="http://stocktwits.com/coins/BTC">Bitcoin's price</a> recovered back above $73,000 after briefly sliding lower earlier in the session but remained down about 2.1% over the past 24 hours. Retail sentiment around the apex cryptocurrency on Stocktwits dipped to 'extremely bearish' from 'bearish' territory over the past day, while chatter rose to 'high' from 'normal' levels.&nbsp;The session's dominant topic of discussion on the platform was the stalled CLARITY Act, with bulls citing the lack of regulatory clarity as the key overhang on prices.<stembedurl>https://www.stocktwits.com/Waldo_5150/message/654635821</stembedurl>Some forecast that Bitcoin’s price could be setting a higher-low, but a move below $70,000 could lead to a deeper correction.<stembedurl>https://www.stocktwits.com/microm/message/654653442</stembedurl><h2 class="st-heading-2">Robinhood Leads Rebound In Crypto-Linked Stocks</h2>Against that backdrop, crypto-linked equities caught a break as oil prices pulled back and the stock market edged higher.<a href="https://stocktwits.com/symbol/HOOD">&nbsp;HOOD's stock</a> climbed more than 7% in afternoon trade, also boosted by the launch of its Trump Accounts app. Retail sentiment around the firm on Stocktwits rose to 'neutral' from 'bearish' territory, though chatter stayed at 'low' levels.<a href="https://stocktwits.com/symbol/GEMI">&nbsp;</a>Other crypto-linked large caps, including Riot Platforms (RIOT) and Coinbase Global (COIN) also moved higher. However, the Bitcoin proxy Strategy (MSTR), continued to book losses.&nbsp;Shares of<a href="https://stocktwits.com/symbol/RIOT">&nbsp;Riot Platforms</a> and<a href="https://stocktwits.com/symbol/COIN">&nbsp;Coinbase Global</a> rose over 3% each.<a href="https://stocktwits.com/symbol/MSTR">&nbsp;MSTR's stock</a> was the exception, falling 1.76% in line with Bitcoin's weakness.<h2 class="st-heading-2">Retail Traders Question Iran Ceasefire Impact On Oil Markets</h2>The broader stock market moving higher was&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.axios.com/2026/05/28/iran-peace-deal-trump-approval">driven</a> by an Axios report that U.S. and Iranian officials had discussed a potential 60-day ceasefire framework awaiting approval from President Donald Trump, citing U.S. officials.&nbsp;Oil prices, which had surged earlier after a fresh round of U.S. military strikes on Iranian targets, pared gains sharply on the news. Brent crude fell 1.2% to $93.36 per barrel, while West Texas Intermediate dipped 0.5% to $88.61. The<a href="https://stocktwits.com/symbol/SPY">&nbsp;SPDR S&amp;P 500 ETF</a> (SPY) gained 0.5%, the<a href="https://stocktwits.com/symbol/QQQ">&nbsp;Invesco QQQ Trust</a> (QQQ) rose 0.9%, and the<a href="https://stocktwits.com/symbol/DIA">&nbsp;SPDR Dow Jones Industrial Average ETF</a> (DIA) edged up 0.03%.Retail traders on Stocktwits were&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/Oraki/message/654661260">quick to question</a> whether the geopolitical development would materially ease pressure on global energy markets.&nbsp;<stembedurl>https://www.stocktwits.com/thezsmith/message/654636937</stembedurl>For crypto markets, the afternoon recovery in equities provided a floor rather than a catalyst. The overall crypto market capitalization remained down on the day near $2.53 trillion, with nearly $1 billion in leveraged positions liquidated over the prior 24 hours.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/pce-report-bitcoin-drops-below-73k-gdp-etf-outflows/cZgijpZResM">PCE Report In Line: Bitcoin Still Drops Below $73K After 1.6% GDP Revision, ETF Selling Pressure</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

President Trump Departs Washington Enroute To Miami, Florida. (Photo by Tasos Katopodis/Getty Images)

Iran Peace Deal Hopes Lift Bitcoin Back Above $73K, But Retail Warns CLARITY Act Stalemate Is The Real Overhang

Shares of Robinhood Markets (HOOD) led gains among crypto-linked equities on Thursday afternoon, even as Bitcoin (BTC) remained in the red and retail traders on Stocktwits grew increasingly skeptical that a reported U.S.-Iran ceasefire would do much to ea

Iran Peace Deal Talk Pushes Bitcoin Past $73K, Lifts Crypto Stocks – But Retail Stays Skeptical

Cryptocurrency

Retail traders on Stocktwits questioned whether the reported ceasefire between the US and Iran would materially affect oil markets without progress tied to the Strait of Hormuz.

<ul class="summary-bullets"><li>The FDA on Tuesday granted approval to its eye disease drug Lytenava.&nbsp;</li><li>The treatment has already been approved in the European Union and the United Kingdom.</li><li>Four analysts have a 12-month price target of $4.17, marking nearly 450% increase based on Wednesday’s closing price.</li></ul>Outlook Therapeutics (OTLK) share price soared 140% on Thursday and was on-track for its best week since listing, as investors continued to cheer the FDA’s approval for its eye disease drug Lytenava.&nbsp;Outlook Therapeutics on Tuesday had said the FDA granted its appeal following a Formal Dispute Resolution (FDR) process related to its eye disease drug Lytenava. The FDA concluded that the company had provided sufficient evidence supporting the treatment’s effectiveness for neovascular age-related macular degeneration, also known as wet AMD.Following the decision, Outlook Therapeutics said it plans to resubmit its Biologics License Application (BLA) for the treatment in June 2026. The company expects the filing to receive a Class 1 review, with a regulatory decision possible within 60 days after resubmission.The company held an FDR meeting in April to discuss the regulatory pathway for its eye disease treatment. The meeting followed an FDA Type A meeting regarding the Complete Response Letter issued for the drug’s application for wet AMD.<h2 class="st-heading-2">OTLK Directors Buy Shares&nbsp;</h2>OTLK, in an SEC filing announced on Wednesday, that Randy H. Thurman, a director at Outlook Therapeutics, bought 5,000 shares at a price of $0.429 per share.&nbsp;Three other company directors, in addition to Thurman, also bought the company’s class A shares on Wednesday.&nbsp;Outlook Therapeutics also recently successfully completed a registered direct offering, raising approximately $5 million by selling over 16 million shares of common stock at $0.31 per share. H.C. Wainwright &amp; Co. acted as the exclusive placement agent for this transaction.&nbsp;<h2 class="st-heading-2">OTLK Retail View&nbsp;</h2>Retail sentiment on Stocktwits was “extremely bullish” with “extremely high” message volumes.&nbsp;One user highlighted $50,000 worth of insider buying in the stock leading to bullishness.&nbsp;<stembedurl>https://stocktwits.com/Beck1/message/654654041</stembedurl><a href="https://stocktwits.com/symbol/OTLK">OTLK stock</a> has lost nearly 54% over the past 12 months.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

Packaging and pills of different types of psychotropic medications are seen in this illustration photo taken in Warsaw, Poland on 22 April, 2025. (Photo by Jaap Arriens/NurPhoto via Getty Images)

OTLK Stock Rocket Nearly 140%: FDA's Lytenava Approval Pushes Stock On Track For Best Week On Record

Outlook Therapeutics (OTLK) share price soared 140% on Thursday and was on-track for its best week since listing, as investors continued to cheer the FDA’s approval for its eye disease drug Lytenava.&nbsp;

Outlook Therapeutics gains for the third consecutive session on the U.S. Food and Drug Administration’s (FDA) approval for Lytenava.

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Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell Technologies is surging following a massive fiscal earnings beat and upwardly revised guidance driven by explosive AI server demand, further fueled by a significant long-term Pentagon contract. The community is actively debating the sustainability of this rapid rally, with many focusing on whether the stock's massive momentum and AI-infrastructure exposure will continue to outpace broader market expectations.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is trending as investors weigh strong cash fundamentals and high short interest against concerns over growth deceleration ahead of earnings. The community is sharply divided, with bulls pointing to the company's pivot toward agentic AI orchestration and potential for a short squeeze, while bears highlight historical earnings volatility and ongoing valuation skepticism.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is surging as the company effectively addresses compliance concerns through a partnership with Taiwanese authorities, fueling a massive short squeeze. Investors are increasingly optimistic that the firm's leadership in AI infrastructure, characterized by high demand for its advanced liquid-cooled server solutions, will lead to a significant re-rating of its valuation relative to industry peers.

MongoDB, Inc. engages in the development and provision of a general-purpose database platform. The firm's products include MongoDB Enterprise Advanced, MongoDB Atlas, and Community Server. It also offers professional services including consulting and training. The company was founded by Eliot Horowitz, Dwight A. Merriman, Kevin P. Ryan, and Geir Magnusson Jr. in November 2007 and is headquartered in New York, NY.

MongoDB Inc - Ordinary Shares - Class A

MongoDB Inc

MongoDB is seeing extreme volatility and intense community debate following a massive single-day price decline triggered by weaker-than-expected forward guidance and concerns over slowing Atlas revenue growth. While some traders are aggressively playing the violent price swings and debating if this is a classic dead-cat bounce or an oversold buying opportunity, others are fixated on whether the company's long-term enterprise AI thesis remains intact despite analyst downgrades.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is trending as investors digest its massive cloud backlog and AI partnership potential, with the community actively debating whether the stock is primed for a breakout or trapped in institutional consolidation. Discussions center on its role as an AI infrastructure leader, with many retail traders closely monitoring technical support levels and awaiting a definitive move past key resistance.

SentinelOne, Inc. engages in the provision of endpoint security software that detects, models, and predicts threat behavior to block attacks on any computing device. Its services include vigilance, support, and training. The company was founded by Tomer Weingarten and Almog Cohen in 2013 and is headquartered in Mountain View, CA.

SentinelOne Inc - Ordinary Shares - Class A

SentinelOne Inc

SentinelOne is facing significant market pressure following a mixed earnings report that featured a revenue miss and a downward adjustment to forward guidance. While the company announced a restructuring plan to cut its workforce and pivot toward AI-driven security, investors remain divided, with some viewing the drop as a classic overreaction and potential buyout opportunity while others express frustration over persistent underperformance compared to sector peers.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow is seeing significant investor attention as market sentiment shifts toward enterprise software, driven by optimism that AI workflow automation will solidify the company's long-term enterprise dominance. While the community is actively debating the stock's potential for a breakout amid recent volatility, sentiment is underpinned by institutional insider buying and strong underlying subscription growth.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas Inc. is surging as investors react to reports of potential U.S. government funding for domestic drone manufacturers, fueling a high-conviction momentum play within the defense-tech sector. Community discussion is heavily focused on the stock's significant short interest and the potential for a sustained short squeeze as the market prices in the government's pivot toward scaling autonomous defense capabilities.

Boost Run, Inc. is a provider of scalable cloud infrastructure purpose-built for enterprise AI and high-performance computing workloads. The platform delivers GPU compute, CPU nodes, managed Kubernetes orchestration, and shared storage through an intuitive management console and a robust API layer, enabling organizations to provision and scale resources across thousands of nodes in minutes. The company was founded on September 5, 2025 and is headquartered in Northbrook, IL.

Boost Run Inc. - Ordinary Shares - Class A

Boost Run Inc.

Boost Run Inc. is trending as investors rally around its strong NVIDIA-partnered cloud infrastructure profile and high-value contracts with Dell and CDW. The community is actively discussing the stock's potential as an emerging AI hyperscaler, with many comparing its early-stage growth trajectory to other high-flying names in the data center sector.

Costco Wholesale Corp. engages in the provision of operation of membership warehouses through wholly owned subsidiaries. It operates through the following geographical segments: United States, Canada, and Other International Operations. The company was founded by James D. Sinegal and Jeffrey H. Brotman in 1983 and is headquartered in Issaquah, WA.

Costco Wholesale Corp

Costco is currently trending due to active discussions regarding the stock's consolidation phase and its strong performance as a consumer bellwether. While some investors are debating potential catalysts like a stock split, a special dividend, or inclusion in the Dow Jones Industrial Average, the broader community remains focused on the company's resilient membership model and consistent sales growth despite mixed macro signals.

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