SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is trending as the community discusses recent news and potential impacts from political decisions. Community members are focused on trade negotiations and tariff implications, as well as commentary around political figures and events. Broader discussions include market dynamics and potential financial strategies related to the stock.

BigBear.ai Holdings, Inc. engages in data-driven decision dominance and advanced analytics that provide its customers with a competitive advantage in a world driven by data that is growing in terms of volume, variety, and velocity. The firm operationalizes artificial intelligence and machine learning at scale through its end-to-end data analytics platform. It deploys its observe, orient and dominate products to customers throughout the defense, intelligence, and commercial markets. The company was founded in 2020 and is headquartered in McLean, VA.

BigBear.ai Holdings Inc

BigBear.ai is trending as investors discuss its AI-powered biometric platform being deployed at Chicago O'Hare International Airport, sparking speculation about further airport security contracts and a potential TSA deal. The community is also focused on the company's large short interest and upcoming earnings, with some anticipating a squeeze. Bullish sentiment is fueled by the company's advancements in AI and its potential for significant growth within the national security sector.

Lumen Technologies, Inc. is an investment holding company, which engages in the provision of integrated communications to residential and business customers. It operates through the Business and Mass Markets segments. The Business segment provides products and services under four sales channels to enterprise and commercial customers. The Mass Markets segment focuses on consumer and small business customers. The company was founded in 1930 and is headquartered in Monroe, LA.

Lumen Technologies Inc

Lumen Technologies ($LUMN) is trending amid discussions about its role in AI infrastructure, particularly following a $200M deal with Palantir ($PLTR) to boost enterprise AI. Community members highlight Lumen's fiber optic network and partnerships with hyperscalers as key assets for AI data connectivity. Some are speculating on future earnings and potential government stakes in the company.

$BALLIN is the perfect meme for everyone showing up every single day.  To be BALLIN, you gotta B-All-In.  The meaning to B All In doesn't only apply to the funds you invest.  It's about dedication.   The countless hours of research.   The endless raiding and working for your bags.  Not knowing how to quit while everyone is telling you you're wrong.  It's about believing in something.  Keep $BALLIN

B All In

The crypto asset $BALLIN is gaining attention, particularly within the Phantom Wallet community, with many highlighting its potential for significant gains. Community members are encouraged to buy and hold, emphasizing the opportunity for early entry and substantial profits. The focus is on strong upward momentum and the potential for a breakout.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

NBIS is trending due to a sharp rebound after a significant decline, with community members debating whether the bottom has been reached and discussing potential catalysts like earnings and partnerships. The stock's connection to the AI infrastructure boom and recent news regarding accelerated power hookups for data centers are also fueling interest. Bullish investors are highlighting the company's long-term potential and the increasing demand for AI infrastructure.

Newmont Corp. engages in the exploration and acquisition of gold properties, containing copper, silver, lead, zinc or other metals. It operates through the following geographical segments: Canada, Mexico, Suriname, Argentina, Peru, Australia, Papua New Guinea, Ghana, and U.S. The company was founded by William Boyce Thompson on May 2, 1921 and is headquartered in Denver, CO.

Newmont Corp

Newmont (NEM) is trending due to recent earnings, mixed reactions to the CEO's conference call, and fluctuating gold prices, leading to debate on its short-term performance. The community is discussing whether NEM's stock drop is a buying opportunity or a sign of deeper issues, with some citing its strong fundamentals and others pointing to concerns about cash flow and CEO communication. Despite mixed sentiment, Newmont's long-term outlook remains positive, driven by solid earnings growth expectations and a potentially undervalued stock price in the precious metals mining sector.

USDC is a fully collateralized US dollar stablecoin. USDC is the bridge between dollars and trading on cryptocurrency exchanges. The technology behind CENTRE makes it possible to exchange value between people, businesses and financial institutions just like email between mail services and texts between SMS providers. We believe by removing artificial economic borders, we can create a more inclusive global economy.

USD Coin

USD Coin is trending amid discussions around stablecoin regulation and increasing adoption, particularly on Solana. Community members are highlighting its use in remittances, DeFi, and as a hedge against inflation in emerging markets. The meme coin BrokeCoin is also garnering attention within the USDC conversation.

Mkango Resources Ltd.

Mkango Resources is trending amid discussions about rare earth elements and critical mineral demand. Community members are pointing to supply chain developments and broader interest in the sector as potential catalysts. Some traders are attributing recent price action to warrant exercises while others see it as a temporary cooling off period before another potential move.

Ethereum is a global, open-source platform for decentralized applications. In other words, the vision is to create a world computer that anyone can build applications in a decentralized manner; while all states and data are distributed and publicly accessible. Ethereum supports smart contracts in which developers can write code in order to program digital value. Examples of decentralized apps (dapps) that are built on Ethereum includes tokens, non-fungible tokens, decentralized finance apps, lending protocol, decentralized exchanges, and much more.  On Ethereum, all transactions and smart contract executions require a small fee to be paid. This fee is called Gas. In technical terms, Gas refers to the unit of measure on the amount of computational effort required to execute an operation or a smart contract. The more complex the execution operation is, the more gas is required to fulfill that operation. Gas fees are paid entirely in Ether (ETH), which is the native coin of the blockchain. The price of gas can fluctuate from time to time depending on the network demand.

Ethereum

Ethereum is experiencing increased volatility, with community members actively discussing potential breakouts and resistance levels. Recent market activity and whale movements are sparking conversations about whether ETH can sustain its gains. Broader narratives around tokenization and potential ETF staking approvals are also influencing sentiment, adding to the current price swings.

AbbVie, Inc. is a research-based biopharmaceutical company, which engages in the development and sale of pharmaceutical products. It focuses on treating conditions such as chronic autoimmune diseases in rheumatology, gastroenterology, and dermatology, oncology, including blood cancers, virology, hepatitis C virus (HCV) and human immunodeficiency virus (HIV), neurological disorders, such as Parkinson's, metabolic, comprising thyroid disease and complications associated with cystic fibrosis, pain associated with endometriosis, and other serious health conditions. The company was founded on October 19, 2011 and is headquartered in North Chicago, IL.

Abbvie Inc

AbbVie is trending as the community discusses its strong pharmaceutical pipeline and potential acquisitions, particularly after positive trial results and an increased focus on neuroscience. Bullish sentiment is fueled by rising sales of Skyrizi and Rinvoq, offsetting Humira's decline, alongside speculation about potential M&A activity in the sector. The community is closely watching upcoming earnings and price target adjustments by analysts.

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Bitcoin

Solana

Ripple

Dogecoin

Cardano

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Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

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SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

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Snowflake stock rose over 1% in Monday’s early premarket session after an analyst increased the price target for the cloud-based data platform company.In a note published on Monday, Wedbush analyst Daniel Ives upped the price target for&nbsp;<a href="https://stocktwits.com/symbol/SNOW">Snowflake stock</a> to $270 from $250, implying 12% upside potential from its Friday’s closing price of $240.74. He said the stock is well-positioned to capitalize on elevated demand for AI use cases over the next 12-18 months. The analyst maintained an ‘Outperform’ rating for the stock.<h2 class="st-heading-2">Snowflake On Track For Growth Acceleration</h2>Ives opined that Snowflake has “ample” room to accelerate growth by fine-tuning its”go-to-market” strategy that combines “recent engineering, innovations, and marketing” to further scale its core capabilities. According to the analyst, the company is still in the early innings of capitalizing on artificial intelligence (AI) demand. He noted that the company was experiencing stronger deal flow, with 50% of the logos leveraging Snow for AI cases and 25% of organizations leveraging its AI capabilities on a weekly basis.“SNOW continues to put an emphasis on retrieval quality for AI within Cortex to let users do more with their data early in the data life cycle to bring together data into one unified view to optimize workflows, and optimize efficiencies,” Ives said.Ives believes the company is well-positioned to capitalize on elevated demand for AI use cases over the next 12-18 months.<h2 class="st-heading-2">Analyst Brace For Solid Q3 Print</h2>Ives's ation marked&nbsp; a back-to-back upward price target adjustment for Snowflake. Last Friday, Oppenheimer analyst Ittai Kidron lifted his price target from $295 to $175 and maintained an ‘Outperform’ rating, the Fly reported. He attributed his optimism to his belief that the company will report solid quarterly results among the analytics, data, infrastructure and security group. The firm’s channel checks showed strong third-quarter deal flow, and fourth-quarter pipeline generation and normal competitive dynamics.Snowflake stock has gained about 56% this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-s-i-phone-17-sales-off-to-robust-start-report/ch6ClGMR3oY">Apple’s iPhone 17 Sales Off To Robust Start In Key Markets With Momentum Continuing Into October: Report</a>

Snowflake, the cloud computing-based data company that offers cloud-based storage and analytics services, at the Mobile World Congress 2024 in Barcelona, Spain, on Feb. 28, 2024. (Photo by Joan Cros/NurPhoto via Getty Images)

Snowflake Stock Rises Premarket: Analyst Says ‘Well Positioned’ To Capitalize On Elevated AI Demand

Ives ups price target to suggest roughly 12% upside and kept a ‘Outperform’ rating.

Equity

Ives ups price target to suggest roughly 12% upside and kept a ‘Outperform’ rating.


Apple, Inc.'s (AAPL) efforts to narrow the artificial intelligence (AI) gap with its mega-cap peers faced a further setback as another key AI executive has reportedly left the company.Ke Yang, who was recently appointed as head of Apple's "Answers, Knowledge and Information (AKI) group, has quit and joined Mark Zuckerberg-led Meta Platforms, Inc. (META), Bloomberg's Mark Gurman<a href="https://stocktwits.com/news-articles/markets/equity/hpe-stocks-sinks-on-weak-outlook-with-eye-on-higher-growth-businesses/ch6YFy1R3V7">&nbsp;reported</a>, citing people with knowledge of the matter. Gurman first reported about the<a href="https://stocktwits.com/news-articles/markets/equity/apple-building-stripped-down-chatgpt-rival-led-by-ex-siri-chief/chrXeJDRdRl">&nbsp;AKI unit</a>&nbsp;in early August, adding that it would work on creating a new ChatGPT-like search experience.&nbsp;The report said Yang was appointed as head of the unit just weeks ago, reporting directly to SVP of AI and machine learning (ML) John Giannandrea. Robby Walker, who previously headed the AKI unit after its setup, quit, according to a separate Bloomberg report published in mid-August, although the executive's LinkedIn bio hasn't reflected the change.What Retail Traders Feel About AAPL StockApple stock is down marginally (-0.08%) so far this year amid worries concerning slow uptake of its flagship iPhone hardware product, stung by a lack of innovative value additions, and macro- and geopolitical challenges.On Stocktwits, retail sentiment toward Apple stock remained 'bearish' as of late Wednesday, and message volume on the stream dropped to 'extremely low' levels. Retail traders on the platform chatted about the company's new products unveiled on Wednesday, including the new MacBook Pro, iPad Pro, and Vision Pro, powered by M5 chips. They also took note of the CEO Tim Cook's visit to Beijing and his commitment to increase investment in the country.<figure class="image"><img style="aspect-ratio:622/53;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_16_at_12_27_48_AM_png_433a5d3628.webp" alt="Screenshot 2025-10-16 at 12.27.48 AM.png" width="622" height="53"><figcaption>AAPL sentiment and message volume as of 12:25 a.m. ET, Oct. 16 | source: Stockwits</figcaption></figure>Why Yang's Rumored Departure MattersThe AKI team is key to Apple's long-delayed revamped personal assistant, which the company plans to launch in March. The upgraded Siri is widely believed to reinvigorate Apple's artificial intelligence thrust, especially as it lags behind mega-cap rivals such as Meta, Microsoft, Alphabet's Google, and Nvidia.&nbsp;&nbsp;The improved Siri will likely function like a ChatGPT-like large-language model, by extracting information from the web and corporate features, such as the ability to use personal data to handle more complex queries.&nbsp;Apple has seen a steady exit of top AI researchers who were working on the company's foundational models, beginning with Apple Foundation Models head Ruoming Pang. Most of these AI researchers have been tapped by Meta for its Superintelligence lab group that was set up this year to expedite the move toward artificial general intelligence (AGI).What's Next With Apple's AI Initiatives?According to Bloomberg, the AKI team will now be placed under Giannandrea's deputy Benoit Dupin, who is currently overseeing ML-related cloud infrastructure. Wedbush tech analyst Daniel Ives believes the AI monetization piece could add $75 to $100 per share to the Apple story over the coming few years. "We believe no 'AI premium' is factored into Apple's stock at current prices, which makes this a compelling large-cap tech name to own into year-end and 2026," he added.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:<a href="https://stocktwits.com/news-articles/markets/equity/hpe-stocks-sinks-on-weak-outlook-with-eye-on-higher-growth-businesses/ch6YFy1R3V7">&nbsp;HPE Stock Sinks After-Hours As Weak Near-Term Outlook Dents Sentiment</a>

The Apple and Apple Intelligence AI logo are seen in this illustration photo taken on 13 June, 2024 in Warsaw, Poland. 

Apple AI Talent Exodus Continues As Exec Overseeing ChatGPT-Like Search Feature Jumps Ship To Meta: Report

Ke Yang was appointed as head of the unit just weeks ago, reporting directly to SVP of AI and machine learning (ML) John Giannandrea.

Salesforce, Inc. (CRM) stock&nbsp;rose more than 3.5%&nbsp;in Wednesday’s extended trading after the artificial intelligence (AI)-powered customer relationship management company provided an upbeat long-term forecast at its Dreamforce annual conference that was held in San Francisco.The San Francisco, California-based company&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://s205.q4cdn.com/626266368/files/doc_presentations/2025/10/Salesforce-Investor-Day-2025-10-15.pdf">guided</a> revenue of over $60 billion for 2030, exceeding the consensus estimate of $58.37 billion. The company clarified that the revenue outlook exceeded contributions from Informatica, which it has agreed to acquire in an $8 billion deal. The deal is expected to close in the fourth quarter or in the company’s fiscal year 2027.COO and CFO Robin Washington reportedly&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/10/15/salesforce-stock-jumps-after-company-offers-rosy-forecast-for-2030.html">suggested</a> at the conference that the company’s growth might be picking up pace. “We have had some lower-stage growth for a while,” she said. “That is reaccelerating.” She guided year-over-year (YoY) organic revenue growth to over 10% in each of the fiscal years between now and 2030 from the sub-10% rate seen since 2024.Commenting on the concern that AI services would threaten software companies, Salesforce CEO Marc Benioff said, “There’s a certain amount of, let’s just say, nonsense that’s out there. Like, for example, that these products are writing all the software, and that is not what’s happening.”On Stocktwits, retail sentiment toward&nbsp;<a href="https://stocktwits.com/symbol/CRM">Salesforce stock</a> shifted to ‘extremely bullish’ by late Wednesday from ‘bullish’ the day before. The message volume on the stream also rose to ‘extremely high’ levels.<figure class="image"><img style="aspect-ratio:621/53;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_15_at_9_47_41_PM_png_3cfeb78db8.webp" alt="Screenshot 2025-10-15 at 9.47.41 PM.png" width="621" height="53"><figcaption>CRM sentiment and message volume as of 9:45 p.m. ET, Oct. 15 | source: Stocktwits</figcaption></figure>Salesforce expects a 50% increase in&nbsp;stock&nbsp;buybacks in the second half of fiscal year 2026 compared to the first half, even as it focuses on reducing stock-based compensation. CFO Washington reportedly said the company expects to buy back another $7 billion in shares in the next six months.Ahead of the conference, Salesforce announced a slew of AI partnerships with AI startups such as OpenAI and Anthropic, as well as with payment processing firm Stripe and retailer Williams-Sonoma.&nbsp;Even as the company sounded an upbeat tone at the Dreamforce event, its stock received a downgrade from Northland on Tuesday. According to a summary of the note provided by The Fly, the firm downgraded the stock to ‘Market Perform’ from ‘Outperform’ and issued a price target of $264.&nbsp;The firm attributed the downgrade to the non-materialization of its expectations that agentic AI would enable App software makers to charge multiples of their current ARPU and that Salesforce’s AgentForce positioned Salesforce to participate in the projected acceleration. The firm noted that over the past year, the company’s constant currency cRPO growth, a key user metric, has been rangebound between 10% and 11%.Salesforce stock is down about 29% this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/johnson-and-johnson-battles-new-uk-talc-cancer-claims-worth-1-b-after-massive-us-verdict-report/ch6YNpzR3V5">Johnson &amp; Johnson Battles New UK Talc Cancer Claims Worth £1B After Massive US Verdict: Report</a>

The Salesforce logo and lettering can be seen on the facade of the company's Munich headquarters on June 24, 2025, in Munich (Bavaria). 

Salesforce Stock Rises After-Hours: Retail Traders Cheer Positive Long-Term Outlook

The company guided year-over-year organic revenue growth to over 10% in each of the fiscal years between now and 2030 from the sub-10% rate seen since 2024.

Why CRM Stock Gained Over 3% After-Hours Today 

The company guided year-over-year organic revenue growth to over 10% in each of the fiscal years between now and 2030 from the sub-10% rate seen since 2024.


Piper Sandler has lifted its price forecast for Palantir Technologies Inc. (PLTR), increasing its target to $201 from the previous $182. The firm reaffirmed its ‘Overweight’ rating, maintaining a bullish stance on the data analytics company despite valuation concerns.While acknowledging the stock’s premium pricing, the firm argues that Palantir's robust visibility into future revenue, coupled with surging momentum in commercial bookings, supports continued upside potential.&nbsp;<a href="https://stocktwits.com/symbol/PLTR">Palantir Technologies’ stock</a> traded over 1% higher on Tuesday mid-morning. On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘normal’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:931/108;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_14_115059_png_f7b3d90efb.webp" alt="PLTR’s Sentiment Meter and Message Volume as of 11:45 p.m. ET on Oct. 14, 2025 | Source: Stocktwits" width="931" height="108"><figcaption>PLTR’s Sentiment Meter and Message Volume as of 11:45 p.m. ET on Oct. 14, 2025 | Source: Stocktwits</figcaption></figure>The stock experienced a 135% increase in user message count in 24 hours. A Stocktwits user said they have added to their stock position.<stembedurl>https://stocktwits.com/cream24/message/632257936</stembedurl>Piper Sandler highlighted that Palantir's commercial segment has delivered triple-digit booking growth so far this year, a key signal that demand remains strong. Despite the high expectations baked into the stock’s price, the firm believes this growth trajectory is far from peaking.Another driver, according to Piper, is Palantir's significant role in the U.S. defense ecosystem. With access to a share of the nation’s $1 trillion defense budget, the company is uniquely positioned to continue scaling operations and deepening its government relationships. This positioning, the firm suggests, provides an unparalleled wallet share opportunity.The company is scheduled to release its third-quarter (Q3) earnings on November 3. The data platform provider anticipates a Q3 revenue between $1.083 billion and $1.087 billion compared to the analysts’ consensus estimate of $1.09 billion, according to Fiscal AI data.&nbsp;Palantir stock has gained over 136% in 2025 and over 311% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/craig-hallum-flags-caution-on-navitas-share-price-jump-says-stock-is-getting-ahead-of-itself/ch6mAvlR3mn">Craig-Hallum Flags Caution On Navitas Share Price Jump, Says Stock Is ‘Getting Ahead Of Itself’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Palantir Technologies logo is seen displayed on a smartphone screen. 

Palantir Stock Gets A Price Target Hike From Piper Sandler: Retail Stays Cautious

Piper Sandler highlighted that Palantir's commercial segment has delivered triple-digit booking growth so far this year, a key signal that demand remains strong.

ETFs Set to Benefit From JPMorgan's $1.5T U.S. Security Push

JPMorgan launches $1.5T decade-long initiative to boost U.S. security, energy and tech ahead of Q3 earnings report.

OpenAI's Dealmaking Spree Puts These ETFs in Focus 

OpenAI's partnership spree with AMD, Oracle & NVIDIA fuels AI boom -- ETFs like IYW, FTEC, FDN, AIQ & XT stand to gain.


SoftBank Group Corp. (SFTBY), the Japanese investment holding company led by Masayoshi Son, is reportedly offering shares of its Arm Holdings Plc. (ARM) subsidiary as collateral to finance an investment in U.S. artificial intelligence (AI) startup and Stargate project partner OpenAI.Minato, Tokyo-based SoftBank is nearing a deal with a few lenders for a margin loan, amounting to $5 billion, offering shares of Arm as collateral security, Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-10-10/softbank-in-talks-for-5-billion-margin-loan-backed-by-arm-stock">reported,</a> citing people familiar with the matter. The debt raised through the margin loan would go toward additional investment in&nbsp;<a href="https://stocktwits.com/symbol/OPENAI">OpenAI</a>, the report added. The total margin loans from Arm shares would now be $18.5 billion, including the $13.5 billion raised previously. Of the $13.5 billion, $5 billion is yet to be drawn, the report said.<a href="https://stocktwits.com/symbol/ARM">Arm stock</a> has added 38.3% this year, thanks to its exposure to AI, while the<a href="https://stocktwits.com/symbol/SFTBY"> SoftBank stock</a>, traded over the counter in the U.S., has jumped 160%. While the former has elicited ‘extremely bullish’ sentiment from among the users of the Stocktwits platform as of early Friday, retail mood toward the latter remained ‘bearish.’ The message volume on the Arm stream was ‘extremely high,’ while that on the SoftBank stream was ‘high.’The Son-led company sponsors tech-focused venture capital funds branded as “Vision Funds,” which primarily invest in both private and public tech companies. Specifically, the Vision Fund 2 was set up in 2019 to invest in AI-driven ventures and later-stage technology companies.While speaking at SoftBank’s annual shareholder meeting held in July, Son expressed hopes to transform his company into the “world’s top platformer for ASI [artificial super intelligence],” as he believed that it would be a winner-takes-all arena. “I’m all in,” he had said. British chipmaker Arm is an AI-leveraged company in its own right, and SoftBank has also acquired a U.K.-based AI accelerator manufacturer.SoftBank and OpenAI are lead partners in the private Stargate AI project announced by President Donald Trump just after his inauguration. The investment firm is leading a $40 billion funding round into OpenAI, with $10 billion already invested by SoftBank and other firms, a CNBC report said, adding that the remaining $30 billion in funding will be made by December.The Japanese firm is also awaiting the closure of its $6.5 billion acquisition of Ampere, which makes server chips based on the Arm architecture. The proposed deal has run into rough weather amid regulatory scrutiny. Earlier this week, the company announced an agreement to buy Swedish industrial giant ABB’s Robotics unit for $5.4 billion.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ray-dalio-is-getting-pre-world-war-ii-vibes-as-debt-spirals-out-of-control/ch6aFaSR31M">Ray Dalio Is Getting Pre–World War II Vibes As US Debt Spirals Out Of Control: ‘Plenty to Worry About’</a>

OpenAI CEO Sam Altman (L) and SoftBank Group CEO Masayoshi Son (R) attend an event titled "Transforming Business through AI" in Tokyo, Japan, on February 03, 2025. 

SoftBank Nearing $5B Term Loan Backed By Arm Shares To Fund Investment In OpenAI: Report

Arm stock has added 38.3% this year, thanks to its exposure to AI, while the SoftBank stock, traded over the counter in the U.S., has jumped 160%.

IBM’s (IBM)&nbsp;shares rose nearly 3% in Tuesday’s pre-market session to head toward a fresh all-time high after the company said it has teamed up with AI firm Anthropic in a new collaboration aimed at boosting enterprise software development through artificial intelligence.&nbsp;The partnership will embed Claude, Anthropic’s advanced large language model (LLM), into IBM’s software tools, starting with a new AI-first integrated development environment (IDE).On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory amid ‘normal’ message volume levels.&nbsp;IBM clients are currently testing the new IDE in a private preview, and internal trials among 6,000 IBM users have shown average productivity boosts of 45%, delivering both time and cost efficiencies.The IDE, which supports multiple programming languages, aims to simplify and automate the software development lifecycle. Claude will assist engineers in managing tasks such as updating legacy code, generating context-aware code, and conducting automated reviews.“This partnership enhances our software portfolio with advanced AI capabilities while maintaining the governance, security, and reliability that our clients have come to expect. We’re giving development teams AI that fits how enterprises work, not experimental tools that create new risks,” said SVP, Software at IBM, Dinesh Nirmal.IBM also unveiled a new guide titled “Architecting Secure Enterprise AI Agents with MCP,” verified by Anthropic. This framework introduces the Agent Development Lifecycle (ADLC), which outlines the process of building, deploying, and maintaining AI agents within enterprise environments.&nbsp;IBM stock has gained over 31% year-to-date and over 27% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/datavault-ai-stock-rallies-33-percent-premarket-following-updated-guidance/ch6PaqkR3Wz">Datavault AI Stock Rallies 33% Pre-Market Following Updated Guidance</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Chip maker IBM logo is seen at the Mobile World Congress 2025 (MWC) at the Fira de Barcelona. (Photo by Davide Bonaldo/SOPA Images/LightRocket via Getty Images)

IBM Stock On Track To Hit All-Time Highs On Anthropic Deal

The partnership will embed Claude, Anthropic’s advanced large language model (LLM), into IBM’s software tools, starting with a new AI-first integrated development environment (IDE).

An equity strategist&nbsp;is weighing all his market optimism on third-quarter earnings, thanks to the ongoing momentum seen in artificial intelligence (AI).&nbsp;While appearing on CNBC’s “Fast Money” segment, Wells Fargo Chief Equity Strategist Ohsung Kwon&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=0PjGOpP5730">said</a> AI matters more to the market than the Fed. The strategist, however, acknowledged the importance of rate cuts in broadening the rally.The strategist noted that in the run-up to the Fed’s September meeting, easing trade happened, with small-cap and homebuilders finding favor among investors. Now that the Fed is officially in an easing cycle, traders are selling the news and rotating back into AI, he added. “I think outside of AI, I'm not really excited about anything,” Kwon said.&nbsp;He believes that for the rally to broaden, the manufacturing purchasing managers’ index (PMI) must exceed 50. “I don’t really see that happening unless rates fall more from here because this has been the most rate-sensitive manufacturing cycle in history,” he added. Wells Fargo forecasts two rate cuts this year and another two next year.Thanks to an AI-fueled rally on the back of AMD’s (AMD) OpenAI deal, the S&amp;P 500 and the major tech indices hit another fresh record. For the year-to-date (YTD) period, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a>, an exchange-traded fund (ETF) that tracks the S&amp;P 500 Index, and the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> have gained 15.6% and 19.3%, respectively.&nbsp;On Stocktwits, retail traders remained cautious, with the sentiment toward both the SPY and QQQ ETF remaining ‘bearish’ by late Monday. The message volume on the SPY stream remained ‘high,’ while that on the QQQ was at ‘normal’ levels.&nbsp;The&nbsp;<a href="https://stocktwits.com/symbol/AIQ">Global X Artificial Intelligence &amp; Technology ETF (AIQ)</a> has gained over 32% for the year, while the&nbsp;<a href="https://stocktwits.com/symbol/MAGS">Roundhill Magnificent Seven ETF (MAGS)</a>, which tracks seven mega-cap tech stocks with exposure to AI, has risen 20%.&nbsp;The research firm predicts a 4% earnings beat, on average, for the upcoming reporting season, based on its modeling that analyzed approximately 350 macro variables, led by AI and semiconductor companies. He also said that tariffs didn’t significantly impact the third-quarter results. “I think it's more of a Q4 event and into Q1 because companies carry about 65 days of inventory at the end of Q2, which means that since Aug. 7, their inventories are going to run out in the middle of October to November.”Given his expectations that earnings will grow 11% this year and the next and another 12% in 2027, the strategist predicts low-teens returns for the S&amp;P 500 companies without any multiple growth. Factoring in profits, rates, sentiment and macro, Kwon said the backdrop is positive for equities and the S&amp;P 500 will likely hit 7,200 by year-end 2026.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dow-nasdaq-100-futures-slip-as-risk-appetite-dips/ch6PGgTR3WI">Dow, Nasdaq 100 Futures Slip As Risk Appetite Dips After 7-Day Rally: Strategist Stays Constructive On Equities</a>

Artificial Intelligence and machine learning concept - stock photo (Photo courtesy of Vertigo3d via Getty Images)

Wells Fargo Strategist Downplays Fed Rate Cuts, Says Market Rally Is All About AI

The research firm predicts a 4% earnings beat, on average, for the upcoming reporting season, based on its modeling that analyzed approximately 350 macro variables, led by AI and semiconductor companies.

Palantir Technologies Inc. (PLTR) and private defense technology company Anduril reportedly face serious cybersecurity concerns over their new battlefield communications system, after an internal U.S. Army memo flagged deep weaknesses and urged that the project be handled as “very high risk.”According to a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/aerospace-defense/anduril-palantir-battlefield-communication-system-has-deep-flaws-army-memo-says-2025-10-03/">report</a>, the memo, drafted in September by Army Chief Technology Officer Gabrielle Chiulli,&nbsp;describes the NGC2 (Next Generation Command &amp; Control) prototype as riddled with structural flaws, including uncontrolled user data access and unassessed third-party code.&nbsp;Following the report,&nbsp;<a href="https://stocktwits.com/symbol/PLTR">Palantir stock</a> traded 7% lower on Friday morning at the time of writing and was the top-trending equity ticker on Stocktwits. However, retail sentiment around the stock trended in the ‘bullish’ territory amid ‘normal’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:1608/204;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_03_at_2_35_36_PM_png_81b848c6c7.webp" alt="PLTR’s Sentiment Meter and Message Volume as of 2:35 p.m. ET on Oct. 3, 2025 | Source: Stocktwits" width="1608" height="204"><figcaption>PLTR’s Sentiment Meter and Message Volume as of 2:35 p.m. ET on Oct. 3, 2025 | Source: Stocktwits</figcaption></figure>However, according to a recent Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-10-03/palantir-rebuts-claims-of-security-flaws-after-stock-falls">report</a>, Palantir has refuted the claims, stating that the issues have already been rectified. “No vulnerabilities were found in the Palantir platform,” the company said.&nbsp;“The recent report reflects an outdated snapshot, not the current state of the program,” the company said, according to the report. “NGC2 is progressing through the normal process of iterative development. We find risks early, address them quickly, and harden the system before fielding.”Stocktwits users voiced support for the company, stating that&nbsp;NGC2 is merely a prototype.&nbsp;<stembedurl>https://stocktwits.com/Will__G/message/630944310</stembedurl><stembedurl>https://stocktwits.com/keegan365/message/630944671</stembedurl>According to the memo, NGC2 allows any authorized user to view all applications and data, irrespective of clearance or operational role. There is no auditing or logging of user actions, and the system lacks controls that distinguish access based on need.&nbsp;The report cited that the memo further warned about embedded third‑party software components that the Army never vetted. One module reportedly contains 25 high-severity flaws, while three more each harbor more than 200 vulnerabilities.&nbsp;In December 2024, the companies launched a new consortium&nbsp;to jointly bid for Pentagon contracts to solve the problems of data readiness and processing data at large scale for national security purposes.&nbsp;Palantir Technologies' stock has gained over 138% year-to-date and over 360% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rumble-deal-with-perplexity-spurs-over-400-percent-surge-in-retail-investor-chatter-on-stocktwits/chCuV4tR3QO">Rumble’s Deal With Perplexity Spurs Over 400% Surge In Retail Investor Chatter On Stocktwits</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;Editor's Note: The story has been updated to reflect Palantir's response as reported by Bloomberg, the latest Stocktwits metrics, and the stock price movement.

In this photo illustration, a person holds a smartphone displaying the logo of Palantir Technologies, with the company's circular emblem visible in the background, on July 30, 2025, in Chongqing, China. 

Palantir Refutes Security Flaw Claims After Report Cites Internal Army Memo Exposing Risks In Battlefield Communication System

According to a Reuters report, a memo drafted in September by Army Chief Technology Officer Gabrielle Chiulli describes the Next Generation Command & Control prototype as riddled with structural flaws.

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