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|The Artificial Superintelligence (ASI) Alliance is the world’s largest open-source initiative dedicated to decentralized Artificial General Intelligence (AGI). Formed in April 2024, the ASI Alliance unites SingularityNET, Fetch.ai, and Ocean Protocol, with CUDOS joining as a network member shortly after. The ASI Alliance was established through a community-approved tokenomic merger—combining $AGIX, $FET, and $OCEAN into a single token: $FET. This unified token underpins a collaborative framework designed to scale open-source AI and stand as the largest open-sourced, independent entity in AI research and development. The Alliance is committed to accelerating the advancement of decentralized Artificial General Intelligence (AGI) and, ultimately, Artificial Superintelligence (ASI). It provides a robust, open-source innovation stack, empowering developers, enterprises, and researchers globally to build ethical, scalable, and groundbreaking AI solutions. This ensures that advanced intelligence remains a shared, accessible resource, fostering innovation beyond centralized systems and promoting a future where AI benefits all.

Fetch.ai

Fetch.ai is experiencing significant volatility, with recent price dips generating both fear and strong accumulation sentiment among the community, exacerbated by controversial token actions from Ocean Protocol post-ASI alliance. Despite the FUD, many investors see current levels as a prime buying opportunity, citing Fetch.ai's ongoing development in the AI agent economy and its Google Cloud partnership as key drivers for long-term growth in the booming AI sector.

Codatta

XNY (Codatta) is a focal point of discussion following recent strong price action, including significant rallies that saw it outperform broader market pullbacks, leading many in the community to actively buy dips and anticipate further parabolic moves. While some warn of pump-and-dump characteristics, supporters are bullish on its potential as an AI data future project and its current technical strength.

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

Quant (QNT) is trending as discussions surge around its Overledger technology being adopted for key initiatives like the UK's tokenized deposit pilot with major banks and the recent Quant Fusion launch, highlighting its role as essential infrastructure for connecting legacy financial systems with blockchain. The community is keenly focused on its perceived undervaluation, limited supply, and potential for massive institutional utility in the evolving digital economy.

CoStar Group, Inc. engages in the provision of online real estate marketplaces, information, and analytics in the commercial and residential property markets. It operates through the following segments: CoStar Portfolio, Information Services Portfolio, Multifamily Portfolio, LoopNet Portfolio, and Other Marketplaces Portfolio. The CoStar Portfolio segment consists of two classes of trade receivables based on geographical location: North America and International. The Information Services Portfolio segment includes four classes of trade receivables: CoStar Real Estate Manager, Hospitality, North America, Hospitality, International, and other Information Services. The Multifamily Portfolio, LoopNet Portfolio, and Other Marketplaces Portfolio segments focus on one class of trade receivables. The company was founded by Andrew C. Florance and Michael R. Klein in 1987 and is headquartered in Arlington, VA.

Costar Group, Inc.

CoStar Group is currently facing an activist campaign from Third Point, which is calling for a strategic reset and scrutinizing the significant investment in Homes.com. This has fueled community debate over the company's high valuation and residential growth initiatives, even as its core commercial real estate and Apartments.com businesses show strength amidst broader market challenges.

Endeavour Silver Corp. is a mineral company, which engages in the evaluation, acquisition, development and exploitation of precious metal properties in Mexico and Chile. The firm's projects include the Terronera property in Jalisco, the El Compas property, the Guanacevi Mine in Durango, Bolanitos Mines in Guanajuato, and the Parral project in Chihuahua, Mexico. The company was founded by Bradford James Cooke on March 11, 1981 and is headquartered in Vancouver, Canada.

Endeavour Silver Corp.

Endeavour Silver is gaining traction amid a significant silver price surge, driven by increasing industrial demand, concerns over physical supply tightness on COMEX, and news of China's impending silver export restrictions. The community is buzzing about the potential for silver miners, including EXK with its expanding production and strategic financing, to finally see a breakout that many believe has been suppressed by market manipulation.

Mama's Creations, Inc. engages in the marketing, manufacturing, and distribution of beef meatballs with sauce, turkey meatballs with sauce, beef meat loaf, sausage and peppers, chicken parmesan, and other similar meats and sauces. Its products include beef meatballs, turkey meatballs, stuffed meatballs, lasagna roll ups, retail ready meals, bulk deli, single-size pasta bowls, and packaged refrigerated products. Its brands include MamaMancini’s, Creative Salads, and The Olive Branch. The company was founded by Daniel Dougherty and Daniel Mancini on July 22, 2009 and is headquartered in East Rutherford, NJ.

Mama`s Creations Inc.

Mama's Creations is trending after delivering strong Q3 financial results that significantly beat expectations, fueled by robust revenue growth and the successful integration of its Crown I acquisition. The community is highly bullish, anticipating further market expansion and continued upside as the consumer products brand demonstrates strong operational traction and potential for long-term growth.

Tyra Biosciences, Inc. is a precision oncology company focused on developing purpose-built therapies to overcome tumor resistance and improve outcomes for patients with cancer. Its proprietary in-house discovery platform, SNÅP, enables the rapid and precise refinement of structural design through iterative molecular SNÅPshots that help predict genetic alterations most likely to cause acquired resistance to existing therapies. TYRA is developing a pipeline of selective inhibitors of the Fibroblast Growth Factor Receptor (FGFR) family members, which are altered in approximately 7% of all cancers. The company was founded by Daniel Bensen and Todd Harris on August 2, 2018 and is headquartered in Carlsbad, CA.

Tyra Biosciences Inc

Tyra Biosciences is trending due to recent FDA clearance for its Phase 2 study of TYRA-300 in pediatric achondroplasia, alongside strong analyst coverage highlighting multi-billion-dollar potential for its precision FGFR3 inhibitor across oncology and rare disease indications. The community is actively discussing TYRA-300's "best-in-class" prospects and upcoming clinical catalysts anticipated to further de-risk the story.

ETF Series Solutions Trust - ESS U.S.Global Jets ETF

US Global Jets ETF

Amid record-breaking travel demand and falling jet fuel prices that are fueling optimism for airline earnings and technical breakouts, the JETS ETF is experiencing significant volatility from widespread flight cancellations due to severe winter storms and ongoing FAA operational issues. The community actively debates whether robust consumer enthusiasm and industry-specific tailwinds can consistently overcome external disruptions and regulatory pressures impacting the sector.

Peabody Energy Corp. engages in the business of coal mining. It operates through the following business segments: Seaborne Thermal, Seaborne Metallurgical, Powder River Basin, Other U.S. Thermal, and Corporate and Other. The Seaborne Thermal segment consist of mines in New South Wales, Australia. The Seaborne Metallurgical segment includes mines in Queensland, Australia, one in New South Wales, Australia and one in Alabama, USA. The Powder River Basin segment focuses on mines in Wyoming. The Other U.S. Thermal segment reflects on the mining, preparation and sale of thermal coal, sold primarily to electric utilities in the U.S. under long-term contracts, with a relatively small portion sold as international exports as conditions warrant. The Corporate and Other segment involves administrative expenses, results from equity method investments, trading and brokerage activities, minimum charges on certain transportation-related contracts, the closure of inactive mining sites, the impact of foreign currency remeasurement and certain commercial matters. The company was founded by Francis S. Peabody in 1883 and is headquartered in St. Louis, MO.

Peabody Energy Corp. - Ordinary Shares New

Peabody Energy is trending as the market responds to the Trump administration's new pro-coal policies, including directives for federal coal purchases and eased environmental regulations. Investors are also actively discussing the company's perceived undervaluation and the strategic upside from recent rare earth element discoveries within its coal assets.

LCX.com - Innovating Capital Markets. Solutions for compliant digital assets and security tokens. LCX is a secure and compliant platform for buying, selling, transferring, and storing digital currency.   LCX, the Liechtenstein Cryptoassets Exchange, was founded in 2018 with headquarters in Vaduz (Liechtenstein) and offices in Crypto-Valley Zug (Switzerland), New Delhi (India) and Chicago (USA). LCX has obtained 8 crypto-related registrations by the Financial Market Authority Liechtenstein, operates in accordance with the new blockchain laws and has introduced a comprehensive crypto compliance suite. LCX AG, the legal entity behind LCX.com, has a registered share capital of 1 Million CHF.  LCX is a proud member of the World Economic Forum's Centre for the Fourth Industrial Revolution and has been named Blockchain Pioneer by the Blockchain Research Institute Canada. The advisory board of LCX includes leading thought leader Don Tapscott (Author of Blockchain Revolution), Jimmy Wales (Founder of Wikipedia), Yat Siu (Chairman at Animoca Brands), and others.  In addition to LCX Exchange, LCX.com has launched a second layer DeFi protocol enabling limit orders at Uniswap (LCX DeFi Terminal), an advanced trading terminal for all major cryptocurrency exchanges (LCX Terminal), regulated price oracles and crypto reference prices, an  end to end tokenization platform for security tokens and a token sale manager for compliant initial coin offerings (ICO's and IEO's).   The LCX Token ($LCX) is the fuel of the LCX.com platform and LCX Cryptocurrency Exchange. LCX Token works as a long-term sustainable incentive mechanism to motivate various stakeholders to participate in the ecosystem. LCX Token is an exchange based utility token which grants all users a reduction of up to 50% trading fees at LCX’s compliant digital asset exchange and many more benefits.  More Information available at  www.LCX.com

LCX is trending with strong community focus on imminent MiCA regulatory approvals and the ongoing discussion around the "Clarity Act" for US market entry, positioning it as a compliant leader for institutional adoption and real-world asset tokenization. Investors are actively discussing its undervalued status and significant price appreciation potential as these anticipated regulatory milestones and a broader altcoin season are expected.

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<ul class="summary-bullets"><li>Analyst James Schneider highlighted Credo’s focus on short-distance, high-speed wired connectivity products used inside data centers.</li><li>He also emphasized Credo’s role in advancing Active Electrical Cables, or AECs.</li><li>The analyst believes that Credo’s vertically integrated model strengthens its competitive edge by allowing tighter control over design and production.</li></ul>Goldman Sachs has launched coverage of Credo Technology Group Holding (CRDO) with a bullish stance, citing strong positioning in the fast-growing artificial intelligence data center market.The firm assigned the semiconductor and connectivity company a ‘Buy’ rating and established a $165 price target, implying a potential 30% upside as of Wednesday’s closing price.&nbsp;<h2 class="st-heading-2">Why Goldman Is Optimistic</h2>Analyst James Schneider highlighted Credo’s focus on short-distance, high-speed wired connectivity products used inside data centers, according to TheFly. According to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/02/19/this-stock-has-nearly-30percent-upside-as-ai-data-center-demand-grows-says-goldman.html?taid=6996f9955aa4b90001bad246&amp;utm_campaign=trueanthem&amp;utm_content=main&amp;utm_medium=social&amp;utm_source=twitter">report</a>, the company develops chips and cable systems that link advanced AI servers, an area experiencing rapid expansion as enterprises scale computing power.Schneider emphasized Credo’s role in advancing Active Electrical Cables, or AECs, describing them as copper-based cables equipped with signal-enhancing components.&nbsp;<blockquote>“AECs provide lower cost, high bandwidth connections with high reliability (no ‘link flaps’ or intermittent failures) relative to competing technologies for short-range datacenter connections, and we expect this technology to continue proliferating.”-James Schneider, Analyst, Goldman Sachs&nbsp;</blockquote><a href="https://stocktwits.com/symbol/CRDO">Credo stock</a> traded over 1% higher onThursday morning. However, on Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘low’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_19_083542_png_7fceb3cf9e.webp" alt="CRDO’s Sentiment Meter and Message Volume as of 09:35 a.m. ET on Feb. 19, 2026 | Source: Stocktwits" width="928" height="103"><figcaption>CRDO’s Sentiment Meter and Message Volume as of 09:35 a.m. ET on Feb. 19, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">AI Data Centers Drive Demand</h2>The surge in AI applications has fueled heavy investment in data infrastructure, benefiting suppliers of networking hardware. Schneider said that Credo’s vertically integrated model strengthens its competitive edge by allowing tighter control over design and production.Goldman expects copper-based systems to remain widely adopted for several years. Schneider said he is “encouraged by Credo’s diversification efforts into optical solutions for datacenters that can help sustain long-term growth.”CRDO stock has gained over 78% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-etsy-stock-jump-pre-market-today/cZRjUbJR4wx">Why Did Etsy Stock Jump 20% Pre-Market Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Credo Technology logo is displayed on a smartphone screen

Goldman Sachs Bets Big On Credo Technology, Highlights High-Speed Copper Cables As Key Driver In Booming AI Data Center Market

The firm assigned the company a ‘Buy’ rating and established a $165 price target, implying a potential 30% upside as of Wednesday’s closing price. 

Equity

The firm assigned the company a ‘Buy’ rating and established a $165 price target, implying a potential 30% upside as of Wednesday’s closing price. 


<ul class="summary-bullets"><li>Sam Altman said that many unknowns remain about how AI superintelligence could reshape governments and global security.</li><li>One of his primary concerns centers on how authoritarian regimes might deploy highly advanced AI.</li><li>Altman added that governments should consider frameworks to supervise advanced AI systems and mitigate emerging risks.</li></ul>OpenAI CEO Sam Altman urged policymakers and technologists to approach the rise of superintelligent artificial intelligence with caution, warning that major unknowns remain about how such systems could reshape governments and global security.Speaking at India’s AI summit, Altman acknowledged growing public pressure for clarity about advanced AI but stressed restraint, emphasizing that even industry leaders lack definitive answers about the technology’s long-term trajectory.<h2 class="st-heading-2">Call For Caution</h2>Altman told attendees that society must accept uncertainty as AI capabilities accelerate.&nbsp;<blockquote>“We understand that with technology this powerful, people want answers. But it's important to be humble about what we don't know and always remember that sometimes our best guess is wrong.”&nbsp;-San Altman, CEO, OpenAI</blockquote>On Stocktwits, retail sentiment toward OpenAI was ‘bullish’ amid ‘low’ message volume.&nbsp;<h2 class="st-heading-2">Risks In Authoritarian Settings</h2>One of his primary concerns centers on how authoritarian regimes might deploy highly advanced AI. Altman said researchers have yet to determine how superintelligent systems will be used under dictatorships or in repressive state control.&nbsp;Altman added that governments should consider frameworks to supervise advanced AI systems and mitigate emerging risks. While advocating safeguards, Altman also emphasized broad access to AI tools. “Democratisation of AI is the best way to ensure humanity flourishes,” said Altman.According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-02-19/openai-funding-on-track-to-top-100-billion-with-latest-round">report</a>, OpenAI is nearing completion of a new fundraising effort that could raise more than $100 billion, eventually valuing the company at $850 million.OpenAI is&nbsp;preparing to launch its initial public offering in the fourth quarter this year. The company was founded in 2015 as a research organization focused on artificial intelligence, and since then, particularly after ChatGPT’s launch, its tools have changed how companies operate.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nice-stock-shot-up-pre-market-today-investors-cheer-upbeat-q4-buyback-plan/cZRjHltR4wM">NICE Stock Shot Up 9% Pre-Market Today – Investors Cheer Upbeat Q4, $600M Buyback Plan</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Open AI CEO Sam Altman speaks during Snowflake Summit 2025 at Moscone Center on June 02, 2025 in San Francisco, California. Snowflake Summit 2025 runs through June 5th. (Photo by Justin Sullivan/Getty Images)

Sam Altman Urges Caution On Superintelligent AI – Says Biggest Risks Remain Unknown

Speaking at India’s AI summit, OpenAI CEO warned that superintelligent AI could reshape governments and global security.

<ul class="summary-bullets"><li>Cloud revenue led the way, rising 14% year-on-year to $608.3 million, and operating income reached $176.2 million, growing 14% year-on-year.</li><li>The CEO said in Q4, AI's annual recurring revenue increased 66% year-on-year.&nbsp;</li><li>The board also approved a new $600 million share repurchase authorization, lifting total remaining buyback capacity to roughly $1 billion.</li></ul>NiCE (NICE) on Thursday announced steady revenue growth in the fourth quarter (Q4), capping a year marked by expanding cloud demand and rising AI-driven sales.&nbsp;The customer experience software provider also authorized a $600 million share buyback program and unveiled fresh guidance for 2026.<h2 class="st-heading-2">Fourth-Quarter Performance</h2>In Q4, total revenue climbed to $786.5 million, reflecting a 9% year-on-year (YoY) increase with an adjusted earnings per share (EPS) of $3.24. While revenue exceeded analysts’ consensus estimate of $779.94 million, EPS was in line, according to Fiscal AI data.&nbsp;Cloud revenue led the way, rising 14% YoY to $608.3 million. Operating income reached $176.2 million, growing 14% YoY, while operating margin improved 100 basis points to 22.4%.Following the earnings announcement,&nbsp;<a href="https://stocktwits.com/symbol/NICE">NiCE stock</a> traded nearly 9% higher in Thursday’s premarket.&nbsp;On Stocktwits, retail sentiment for the stock shifted to ‘extremely bullish’ from ‘bullish’ amid ‘high’ message volume.&nbsp;<blockquote>“In the fourth quarter 2025, AI ARR increased 66% year over year to $328 million, and AI was included in 100% of our new seven-figure CXone deals for the full year 2025, underscoring strong enterprise demand for our AI-native platform.”-Scott Russell, CEO, NiCE</blockquote><h2 class="st-heading-2">Capital Strategy, Buybacks And Outlook&nbsp;</h2>On February 18, the company secured a $300 million revolving credit facility arranged by JPMorgan Chase Bank, providing additional financial flexibility through early 2029. The board also approved a new $600 million share repurchase authorization, lifting total remaining buyback capacity to roughly $1 billion.NiCE projects first-quarter 2026 revenue between $755 million and $765 million, with adjusted EPS in the range of $2.45 to $2.55. For 2026, revenue is forecast between $3.17 billion and $3.19 billion, alongside adjusted EPS of $10.85 to $11.05.NICE stock has declined by over 445 in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/sam-altman-urges-caution-on-superintelligent-ai-biggest-risks-remain-unknown/cZRjwW5R4wu">Sam Altman Urges Caution On Superintelligent AI – Says Biggest Risks Remain Unknown</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of US CRM software company NICE Ltd. is displayed on a smartphone.

NICE Stock Shot Up 9% Pre-Market Today – Investors Cheer Upbeat Q4, $600M Buyback Plan

In the fourth quarter, total revenue climbed to $786.5 million, reflecting a 9% year-on-year increase with an adjusted earnings per share of $3.24.

<ul class="summary-bullets"><li>Cramer’s vote of confidence in Nvidia and Meta comes a day after the two companies announced an expansion of their deal to use millions of AI chips from the AI bellwether in the social media giant’s data centers.</li><li>On Tuesday, Meta and Nvidia announced a multi-year, multigenerational strategic partnership spanning on-premises, cloud and AI infrastructure.</li><li>As part of the deal, Meta will build hyperscale data centers optimized for both training and inference, through a large-scale deployment of NVIDIA CPUs and millions of NVIDIA Blackwell and Rubin GPUs.</li></ul>Jim Cramer on Monday urged investors to heed Nvidia Corp. (NVDA) CEO Jensen Huang’s core AI lesson, stating that this is also what Meta Platforms Inc. (META) CEO Mark Zuckerberg knows.“Let's forget about ‘momentum’ for a second and focus on what Jensen has taught us. You need as much compute as possible at the lowest total cost of ownership,” he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/jimcramer/status/2024076776448709098">said</a> in a post on X.Cramer added that traders seem to have no knowledge of this lesson. “It’s why you own Nvidia,” he added.<figure class="image"><img src="https://news.stocktwits-cdn.com/Cramer_post_jpg_9e0031070a.webp" alt="Jim Cramer's post on X" width="587" height="205"><figcaption>Jim Cramer's post on X | @jimcramer/X</figcaption></figure><a href="https://stocktwits.com/symbol/META">Meta shares</a> were up 0.2% in Wednesday’s pre-market trade, while&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia shares</a> were up around 2%. Retail sentiment on Stocktwits around both companies trended in the ‘bearish’ territory at the time of writing.<h2 class="st-heading-2">Why Is Cramer Bullish On AI Buildout?</h2>Cramer’s vote of confidence in Nvidia and Meta comes a day after the two companies announced an expansion of their deal to use millions of AI chips from the AI bellwether in the social media giant’s data centers.On Tuesday, Meta and Nvidia announced a multi-year, multigenerational strategic partnership spanning on-premises, cloud, and AI infrastructure. As part of the deal, Meta will build hyperscale data centers optimized for both training and inference, through a large-scale deployment of NVIDIA CPUs and millions of NVIDIA Blackwell and Rubin GPUs.Meta will also integrate Nvidia’s Spectrum-X Ethernet switches for the Facebook Open Switching System platform.“We’re excited to expand our partnership with NVIDIA to build leading-edge clusters using their Vera Rubin platform to deliver personal superintelligence to everyone in the world,” said Meta founder and CEO Mark Zuckerberg.<h2 class="st-heading-2">Meltdown In Software Stocks</h2>Cramer’s post comes amid a meltdown in U.S. software stocks in 2026. The iShares Expanded Tech-Software Sector ETF (IGV), a fund tracking software stocks, is down more than 24% year-to-date, while the Global X Artificial Intelligence &amp; Technology ETF (AIQ) is down 5%.In a recent podcast, Goldman Sachs analysts said some software stocks have undergone a “huge valuation derating” over the past two weeks. “If you look historically, that valuation premium is now approaching levels you reached in the global financial crisis,” said Ryan Hammond, a portfolio strategist in Goldman Sachs Research.Explaining the selloff, Hammond highlighted the launch of Alphabet Inc.-owned (GOOG) (GOOGL) Google’s Genie 3 model, and Anthropic’s Claude Cowork tool as two of the reasons that drove investors away from these software stocks.“But it seems to us like investors are saying these stocks traded at high valuations and have been popular for a long time. Let's reposition our portfolios first and then start to work through some of the questions later,” Hammond added.Meanwhile, the&nbsp;<a href="https://stocktwits.com/symbol/IGV">iShares Expanded Tech-Software Sector ETF</a> (IGV) was up 0.3% in Wednesday’s pre-market session.<a href="https://stocktwits.com/symbol/META">META stock</a> is down 3% year-to-date, while&nbsp;<a href="https://stocktwits.com/symbol/NVDA">NVDA stock</a> is down 1%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-glbe-stock-rising-today/cZR0oUbR4vT">Why Is GLBE Stock Rising Pre-Market Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Jim Cramer visits the New York Stock Exchange opening bell at New York Stock Exchange on August 3, 2016 in New York City. (Photo by Noam Galai/Getty Images)

Jim Cramer Urges Investors To Heed Jensen Huang’s Core AI Lesson: ‘It’s Why You Own Nvidia’

Cramer added that this lesson is what Meta CEO Mark Zuckerberg knows, while urging investors to forget about “momentum” amid a meltdown in software stocks.

<ul class="summary-bullets"><li>Infleqtion expects quantum advantage at the 100-logical-qubit level by 2028, enabling breakthroughs in materials science.</li><li>Over time, quantum computing could expand into drug discovery and eventually tackle complex problems like breaking encryption, Kinsella added.</li><li>Kinsella views competition from tech giants as validation of the quantum opportunity and believes Infleqtion’s focused strategy positions it to outperform larger players.</li></ul>Fresh off its New York Stock Exchange debut on Tuesday, Infleqtion (INFQ) is turning its attention to the road ahead, emphasizing scale alongside investment in innovation. The company aims to ramp up sales of its quantum-sensing portfolio while advancing quantum computers toward commercial reality later this decade.In a conversation with Stocktwits, CEO Matthew Kinsella outlined the firm’s growth strategy and shared his perspective on the expanding opportunity within the broader quantum computing market.Congratulations on the business combination. So, where do you go from here?I'm making sure I tell the whole team that going public is not a finish line of any kind. It's refueling. It's supercharging. The answers are really twofold. In the quantum sensing side of our business, we have true quantum advantage, evidenced by the contract we announced with NASA, the clocks that we sell, and our quantum RF antennas. &nbsp;&nbsp; So we are going to continue to build out the go-to-market team and invest in R&amp;D to make that incredibly powerful technology smaller and cheaper. Think of us selling more sensors and investing in R&amp;D to drive down the cost and size of those products. That's one half of the answer.The other half of the answer is getting quantum computers to be commercially useful. We believe that will happen in 2028.So sell more quantum sensors. Get quantum computers to the point where they can do things that classical computers cannot, and then sell some quantum computers along the way. We've sold three already.As you work to make the technology more accessible, do you see a future where quantum solutions become practical for everyday applications as well?At the 100 logical cubit level, which we think we'll hit in 2028, we'll start to see quantum advantage in areas like materials science.Imagine if your iPhone could last a year on a charge, rather than just one night. How do we build more efficient jet fuels? If you think about what Elon Musk is struggling with right now with Starship, it's actually a material science problem. He needs to find materials that he can build these ships from that can withstand blast-off and return to Earth's orbit multiple times.&nbsp;&nbsp;&nbsp;That said, I think we have to go into this with a great deal of humility, because it's very hard to predict how these cutting-edge markets will develop over time.Over the past year, you’ve partnered with organizations including NASA and the Royal Navy. Which verticals are showing the most promise today?So our first commercialized product is our quantum clocks. The clocks which the world uses today to synchronize and operate critical infrastructure, ranging from RF networks to the electricity grid to data centers. They are basically part of this incredible GPS system that uses pretty precise clocks on satellites that orbit the Earth. But those clocks need to synchronize with these massive room-sized clocks on the Earth’s surface.The problem is that GPS is getting spoofed and denied more and more. The timing stamp isn't as reliable as it used to be. Our clocks provide better than GPS standard timing.The fact that these clocks are 100 to 1000 times more precise actually allows better performance of the underlying infrastructure, because better synchronization means you can eek more performance out of your infrastructure. So huge applications in the data center where everyone is trying to increase the performance of their underlying GPUs and get more out of the infrastructure that they have.If you look at the next-most-commercialized product in our portfolio, it’s our quantum RF antennas. We can turn atoms into antennas, and these atoms can receive the entire electromagnetic spectrum. There are obvious use cases in covert communications, the intelligence community, the Department of War, and all sorts of different military applications, but there's a very interesting, counterintuitive one in the high-frequency trading world.We can shrink massive antennas down to something very small, and that’s something that can be done for a fraction of the cost. Those huge antennas cost millions of dollars.&nbsp;&nbsp;Which segment currently generates the largest share of your revenue, and how do you expect that mix to evolve going forward?So, we did $29 million in revenue in 2024, and we were booked or awarded $50 million in 2025. Looking at 2024 revenue, it was skewed toward our sensing portfolio, but we also had a reasonable amount of compute revenue.&nbsp;As we look forward, I think we'll still see the majority of the opportunity for revenue generation, meaning greater than 50%, in the quantum sensing world. It will start to shift, though, toward quantum computing as quantum computers become commercially useful.Looking ahead, what types of partnerships will be most critical in shaping your company’s growth, and can you highlight a few key collaborations?Partnerships will remain an important part of our strategy going forward. And I'd think of them in a few different buckets – first, just with our customers. The U.S. and UK governments are very close partners, as we work with them to deploy our technologies and help them develop new ones.We announced a partnership with Safran. We are going to work with them to integrate some of their time transfer protocols that they've developed, so we can transfer time from our boxes more efficiently and also take advantage of the existing distribution networks they have.NVIDIA is another partnership I would highlight, and I'd also mention some U.S. government partners, but NASA is obviously an incredibly important partner for us as we continue to work to send more quantum into space.As the company scales, what are the bottlenecks you have faced, and what do you see as the biggest hurdles going forward?Well, I always think about the potential challenges that technology companies encounter in three buckets. You have technology challenges, execution challenges, and, finally, financing challenges that are also opportunities.I feel like we've got the technology where we need it, and now it's just following our roadmap to reach quantum advantage and computing. We're already there in our sensing portfolio. So, the technology we have faced challenges that effectively put risk off the table.Financing had always been a risk. It is always a risk for deep technology companies. We just took that risk off the table by raising $550 million in this transaction. So now it's all about execution. So that's the challenge we have control over and can execute.By simplifying complex technologies, your company could become an attractive acquisition target amid rising competition. How are you positioning the company to navigate this?Yeah, you mentioned the big players, IBM, Google, and Microsoft, all setting their sights on quantum. And the way I look at that is that it is very validating: the quantum opportunity is real, and these companies are focused on it.I do think you'll see consolidation in this market. It's natural for a deep-tech market to start consolidating at some point. I'm taking the company down this path because I think we have the opportunity to build a generational business here, and that's what I'm focused on. But if acquisition opportunities come along, we'll have to take them to the board and evaluate them on a case-by-case basis.Editor’s Note: The interview has been edited for clarity and length.Read also:<a href="https://stocktwits.com/news-articles/markets/equity/infleqtion-goes-public-ceo-calls-it-refueling-pitstop-interview/cZRWAkjR4uw/amp">&nbsp;Exclusive: Infleqtion Goes Public, But CEO Matthew Kinsella Believes It’s Just A ‘Refueling’ Pitstop</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Quantum Computing, Quantum Physics, Quantum mechanics, Science, Technology. (Representative image courtesy of Just_Super via Getty Images)

Exclusive: Infleqtion CEO Matthew Kinsella Outlines Post-IPO Playbook — Scale Quantum Sensing Portfolio, Deliver Commercially Viable Quantum Computers By 2028

In an exclusive interview with Stocktwits, CEO Kinsella highlighted growing demand for Infleqtion’s quantum sensing technologies, including ultra-precise clocks to counter GPS vulnerabilities.

<ul class="summary-bullets"><li>Gaxos.ai will receive preferred pricing and discounts on ByteDance’s advanced video generation models.</li><li>The partnership will help with the integration of AI tools into Gaxos.ai’s image and video creation platform.</li><li>The deal will also help lower infrastructure costs and improve scalability, the company said.</li></ul>Shares of Gaxos.ai Inc. (GXAI) surged nearly&nbsp;55% in the opening trade on Tuesday after the company announced the finalization of a strategic partnership with ByteDance’s enterprise technology unit, BytePlus, to boost its AI capabilities.ByteDance is the Chinese tech company behind the social media platform TikTok.Founded in 2021, Gaxos.ai provides AI solutions across health, wellness, and gaming sectors.<h2 class="st-heading-2">Partnership To Enhance Image And Video Creation Platform</h2>Under the agreement, Gaxos.ai will receive preferred pricing and substantial discounts on ByteDance’s advanced video generation models. The collaboration will support faster integration of AI tools into Art-Gen, Gaxos.ai’s flagship image and video creation platform. BytePlus will also provide early access to new model releases.The deal will help lower infrastructure costs and improve scalability, which is expected to improve the company’s gross margins, according to Gaxos.ai. The company also expects increased monetization through Art-Gen’s subscription and credit-based offerings.<h2 class="st-heading-2">AWS To Fund Sales Coaching Platform</h2>Earlier this month, GXAI stock rose 42% after the company announced that Amazon Web Services (AWS) committed to funding the preliminary development of its AI-powered sales coaching platform, Gaxos Labs.Gaxos Labs will feature real-time call transcription, automated coaching insights, and post-call analytics, all built on AWS-native infrastructure to ensure scalability and low latency. The company said the partnership will strengthen platform development, improve security and operational efficiency, reduce reliance on external providers, and boost future revenue.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment for <a href="https://stocktwits.com/symbol/GXAI">GXAI</a> on Stocktwits turned ‘bullish’ from ‘bearish’ a day earlier.<img src="https://news.stocktwits-cdn.com/GXAI_jpg_ba7b612d81.webp" alt="GXAI.jpg">One user sees the stock making “a major run” from the current price.<stembedurl>https://stocktwits.com/TheRealStockRocket/message/645105407</stembedurl>Another user noted $2.50 as a resistance point.<stembedurl>https://stocktwits.com/Aburose/message/645104073</stembedurl>Year-to-date, the stock has gained around 50%.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/ibrx-stock-jumps-pre-market-saudi-update-bcg/cZRWmDaR4uh">IBRX Stock Jumps 6% Pre-Market On BCG Update In Saudi Arabia – Retail Says Share Price Is ‘Attractive’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

This Nano-Cap Stock Saw A 55% Surge Today – What Is The TikTok Connection?

Gaxos.AI Inc company announced that it has finalized a strategic partnership with ByteDance’s enterprise technology unit, BytePlus.

This Nano-Cap GXAI Stock Saw A 55% Surge Today – What Is The TikTok Connection?

The company announced that it has finalized a strategic partnership with ByteDance’s enterprise technology unit, BytePlus. 

<ul class="summary-bullets"><li>Datavault AI said revenue momentum stemmed primarily from customer technology licensing arrangements and growing contributions from its Data Science Group.</li><li>Datavault AI reaffirmed its projection of $200 million in revenue for fiscal 2026.</li><li>If realized, the 2026 revenue target would equate to a fivefold jump compared with the midpoint of 2025’s estimated performance.&nbsp;</li></ul>Datavault AI Inc. (DVLT) said Tuesday that its preliminary, unaudited revenue for fiscal 2025 is expected to land between $38 million and $40 million, sharply higher than its earlier $30 million outlook.&nbsp;The company, which focuses on data monetization and real-world asset tokenization, reported stronger-than-anticipated demand for its technology offerings.<h2 class="st-heading-2">What’s Driving The Revenue Acceleration?</h2>The revised range suggests growth of roughly 27% to 33% above prior guidance, with the midpoint implying a whopping year-over-year (YoY) surge of about 1,300%.&nbsp;Datavault AI said revenue momentum stemmed primarily from customer technology licensing arrangements and growing contributions from its Data Science Group, which provides services tied to digital asset tokenization and data-driven monetization strategies.Following the update,&nbsp;<a href="https://stocktwits.com/symbol/DVLT">Datavault stock</a> inched 0.03% higher in Tuesday’s premarket. On Stocktwits, retail sentiment around the stock jumped to ‘bullish’ from ‘neutral’ territory the previous day. Message volume shifted to ‘high’ from ‘normal’ levels in 24 hours.&nbsp;<h2 class="st-heading-2">2026 Outlook Remains Aggressive</h2>Looking ahead, Datavault AI reaffirmed its projection of $200 million in revenue for fiscal 2026. If realized, that target would equate to a fivefold jump compared with the midpoint of 2025’s estimated performance. The company estimates YoY expansion of 400% to 426%.<blockquote>“We expect high rates of customer retention in 2026 and, going forward, anticipate many will increase their engagement levels."-Nate Bradley, Datavault AI&nbsp;</blockquote>In January, Datavault AI said it expects to launch a nationwide edge network spanning more than 100 nodes across 33 U.S. cities, with revenue generation beginning in the second half of 2026.DVLT stock has declined by over 31% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/portland-general-electric-expands-into-washington-with-1-9-billion-utility-deal/cZRW1ECR4u5">Portland General Electric Expands Into Washington With $1.9 Billion Utility Deal</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Datavault AI logo is seen displayed on a smartphone screen.

DVLT Stock In Focus: Datavault AI Lifts FY25 Revenue Guidance By Nearly 30%

The revised range suggests growth of roughly 27% to 33% above prior guidance, with the midpoint implying a whopping year-over-year surge of about 1,300%. 

<ul class="summary-bullets"><li>The company achieved positive group adjusted earnings before interest, taxes, depreciation, and amortization of $15 million in Q4.</li><li>Cost of revenue rose to $68.5 million in Q4 from $21.1 million a year ago, reflecting the expansion in data centers and related leasing agreements.</li><li>CEO Arkady Volozh said the company looks to end 2026 with annual recurring revenue between $7 billion and $9 billion.&nbsp;</li></ul>Nebius Group N.V. (NBIS)&nbsp;drew significant interest from retail traders on Wednesday after the company reported its fourth-quarter (Q4) earnings.The company reported&nbsp;a 547% year-on-year increase in&nbsp;Q4 revenue to&nbsp;$227.7 million, which was below the analysts’ consensus estimate of $242.79 million, according to Fiacla AI data.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Following the announcement,&nbsp;<a href="https://stocktwits.com/symbol/NBIS">Nebius’ stock</a> traded over 5% lower on Thursday morning.&nbsp;However, on Stocktwits, retail sentiment around the stock improved to ‘extremely bullish’ to ‘bullish’ territory the previous day. Message volume shifted to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_12_094710_png_86dd7cd9ee.webp" alt="NBIS’s Sentiment Meter and Message Volume as of 09:45 a.m. ET on Feb. 12, 2026 | Source: Stocktwits" width="932" height="102"><figcaption>NBIS’s Sentiment Meter and Message Volume as of 09:45 a.m. ET on Feb. 12, 2026 | Source: Stocktwits</figcaption></figure>The stock saw an 80% surge in retail messages over the past 24 hours as of Thursday morning.&nbsp;A Stocktwits user lauded the earnings and said the company is ‘going in [the] right direction’.<stembedurl>https://stocktwits.com/Pp1988/message/644781908</stembedurl>Another user emphasized that Nebius is playing the long game and long-term investors will be happy.&nbsp;<stembedurl>https://stocktwits.com/cleanair/message/644778005</stembedurl><h2 class="st-heading-2">Cost And Operational Efficiency</h2>The firm’s cost of revenue rose to $68.5 million in Q4 from $21.1 million a year ago, reflecting the expansion in data centers and related leasing agreements. Despite the increase, costs as a percentage of revenue fell to 30%, down from 60% last year, signaling improved operating leverage.<blockquote>“We are on track to end the year with ARR of $7 billion to $9 billion.”-Arkady Volozh, Founder and CEO, Nebius</blockquote>The company achieved positive group adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) of $15 million in Q4, a turnaround from a $63.9 million loss a year earlier. The core AI cloud segment generated $51.8 million in adjusted EBITDA, with a 24% margin, offsetting losses from other business units such as Avride and TripleTen.NBIS stock has gained over 121% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/the-big-short-investor-michael-burry-reflects-on-palantir-s-billions-in-losses-before-2020-debut/cZRTNcbR4rL">‘The Big Short’ Investor Michael Burry Reflects On Palantir’s Billions In Losses Before 2020 Debut</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

NBIS Stock Tumbles 5% After Q4 Revenue Miss, But Retail Says Company Is ‘Going In Right Direction’

The company reported a 547% year-on-year increase in Q4 revenue to $227.7 million, which was below the analysts’ consensus estimate of $242.79 million, according to Fiacla AI data. 

<ul class="summary-bullets"><li>The driverless technology developer said the change will take effect after markets close on February 27.</li><li>The MSCI China Index serves as a key gauge for large- and mid-cap Chinese stocks</li><li>On Sunday, Pony AI unveiled the first production-ready unit of its seventh-generation bZ4X Robotaxi.</li></ul>Pony AI Inc. (PONY) said on Wednesday that it has earned a spot in the widely tracked MSCI China Index.The driverless technology developer said the change will take effect after markets close on February 27, marking a notable development for the robotaxi industry and for investors tracking Chinese equities.<h2 class="st-heading-2">Pony AI Added To MSCI China Index</h2>The inclusion positions Pony as the first pure-play robotaxi operator to join the benchmark, underscoring its expanding footprint in self-driving technology and commercialization.<blockquote>“This inclusion comes as Pony.ai advances into a new stage of scaled mass production and commercial deployment.”-James Peng, Chairman and CEO, Pony.ai&nbsp;</blockquote>Following the update,&nbsp;<a href="https://stocktwits.com/symbol/PONY">Pony stock</a> inched 0.5% higher in Wednesday’s premarket. On Stocktwits, retail sentiment around the stock jumped to ‘bullish’ from ‘neutral’ territory the previous day amid ‘high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_11_051642_png_bc6e986743.webp" alt="PONY’s Sentiment Meter and Message Volume as of 05:15 a.m. ET on Feb. 11, 2026 | Source: Stocktwits" width="930" height="106"><figcaption>PONY’s Sentiment Meter and Message Volume as of 05:15 a.m. ET on Feb. 11, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Why This MSCI Inclusion Matters?&nbsp;</h2>The MSCI China Index is a key gauge of large- and mid-cap Chinese stocks, and asset managers worldwide rely on it to shape portfolios and measure returns. Admission typically reflects strong liquidity and market-value thresholds, criteria that can elevate a company’s standing with institutional investors.&nbsp;Pony.ai’s operation centers on its own technology platforms, called PonyWorld and Virtual Driver. These systems support the growth of its robotaxi and self-driving truck services. The company operates in several regions, including China, parts of Europe, East Asia, and the Middle East.<h2 class="st-heading-2">Robotaxi Scale-Up Gains Momentum&nbsp;</h2>On Sunday, Pony AI unveiled the first production-ready unit of its seventh-generation bZ4X Robotaxi, built with support from Toyota’s China operations. The companies aim to scale output rapidly, targeting more than 1,000 units of the model this year, as Pony.ai advances plans to surpass 3,000 robotaxis in operation by late 2026.PONY stock has gained over 4% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mcd-stock-heads-for-second-day-in-green-ahead-of-q4-earnings/cZb6eykR4qB">MCD Stock Heads For Second Day In Green Ahead Of Q4 Earnings: Can Value Deals And Loyalty Drive Another Beat?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Pony.ai booth is seen during the 21st Shanghai International Automobile Industry Exhibition (Auto Shanghai 2025) at the National Exhibition and Convention Center (Shanghai) on April 26, 2025 in Shanghai, China. (Photo by VCG/VCG via Getty Images)

This AI Autonomous Driving Firm Joins MSCI China Index —What’s On The Cards? 

The inclusion positions Pony as the first pure-play robotaxi operator to join the benchmark, underscoring its expanding footprint in self-driving technology and commercialization.

<ul class="summary-bullets"><li>B. Riley increased its price target to $83 from $74, maintaining a ‘Buy’ rating on the shares.</li><li>Cantor Fitzgerald lowered its price target to $82 from $136 while keeping an ‘Overweight’ rating.</li><li>Cantor attributed declines in both revenue and adjusted EBITDA to falling Bitcoin prices and a reduced operating hash rate.&nbsp;</li></ul>IREN (IREN) is drawing significant investor attention after analysts issued mixed updates on the company’s outlook, reflecting the transition from Bitcoin mining to AI-focused computing.&nbsp;The company reported that its revenue for the second quarter (Q2) fell to $184.7 million, missing the analysts’ consensus estimate of $226.9 million, according to Fiscal AI data. The firm recorded a net loss of $155.4 million in Q2, compared with a net profit of $18.9 million after taxes in the same quarter last year.<h2 class="st-heading-2">B. Riley’s View&nbsp;</h2>B. Riley increased its price target on the stock to $83 from $74, while maintaining a ‘Buy’ rating. The firm noted that Iren posted Q2 adjusted earnings before interest, tax, depreciation, and amortization (EBITDA) of $75.3 million, slightly below both internal expectations and consensus estimates, while also achieving significant operational milestones.The firm highlighted the company securing $3.6 billion in GPU financing, adding 1.6 GW of power capacity at a new Oklahoma campus, and advancing the Sweetwater 1 &amp; 2 projects in Texas. B. Riley also mentioned the company’s strategic expansion across Horizon 1-4 and British Columbia sites, describing the firm as a “de-risked, compelling long-term growth story.”<a href="https://stocktwits.com/symbol/IREN">IREN stock</a> traded over 1% lower on Friday morning. However, on Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory amid ‘extremely high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_06_101125_png_3d4e0219c7.webp" alt="IREN’s Sentiment Meter and Message Volume as of 10:00 a.m. ET on Feb. 6, 2026 | Source: Stocktwits" width="928" height="105"><figcaption>IREN’s Sentiment Meter and Message Volume as of 10:00 a.m. ET on Feb. 6, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Revenue Pressure And Transition</h2>Meanwhile, Cantor Fitzgerald lowered its price target to $82 from $136 while keeping an ‘Overweight’ rating. The firm cited declines in both revenue and adjusted EBITDA from the prior quarter, attributing the drop to falling Bitcoin prices and a lower operating hash rate.&nbsp;The firm emphasized that this shift is part of Iren’s deliberate move away from Bitcoin mining and toward AI-focused computing capacity. Cantor Fitzgerald also considers the post-earnings share price decline a potential buying opportunity for investors looking at the AI compute transition.IREN stock has gained over 242% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/global-semiconductor-sales-poised-to-hit-1-trillion-in-2026-as-ai-fuels-demand/cZbF0qnR4FB">Global Semiconductor Sales Poised To Hit $1 Trillion In 2026 As AI Fuels Demand</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the IREN Limited logo is seen displayed on a smartphone screen. 

IREN Stock In Spotlight As Analysts Weigh Growth Potential Amid Shift In Focus From Bitcoin Mining To AI Computing Growth

B. Riley mentioned the company’s strategic expansion across Horizon 1-4 and British Columbia sites, describing the firm as a “de-risked, compelling long-term growth story.”

Current Price	$49.88
Prev Close	$49.41
Open	$49.02
Dividend Yield	N/A
50-Day Moving Average	$51.25
Beta	N/A
Avg. Volume	1.97M
PE Ratio	N/A

52-Week High	$53.94
52-Week Low	$30.60
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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