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Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intels weaker-than-expected fourth-quarter outlook, alongside slowing PC demand linked to high memory costs and supply bottlenecks, drove the sharp selloff despite stronger data-center growth. Traders are split between viewing the outlook as evidence of deeper execution problems and seeing the decline as an overreaction and a buying opportunity.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazons earnings miss and heavy AI infrastructure spending, which drove free cash flow negative, sparked a sharp selloff despite accelerating AWS growth. Traders are debating whether the cloud business can justify the spending, with some viewing the reaction as an overreaction and others questioning the returns on AI investment.

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

Bitcoin

A reported major Binance security breach and suspended withdrawals have fueled a crypto-wide selloff, with traders debating whether the incident signals broader risks to Bitcoin or is limited to an exchange. Some see the drop as a buying opportunity and argue Bitcoin itself was not hacked, while others warn of further losses and weakened confidence in crypto.

Iovance Biotherapeutics, Inc. engages in the development and commercialization of cell therapies using autologous tumor-infiltrating lymphocytes (TIL) for the treatment of cancer. Its products include Amtagvi (lifileucel), and Proleukin (aldesleukin). The firm also develops investigational TIL therapies for other solid tumor cancers. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

Iovances updated lifileucel lung-cancer data triggered a sharp selloff: the overall response rate was broadly unchanged, while a retrospective biomarker-selected subgroup showed a much higher response rate. Traders are divided between viewing the subgroup as a promising precision-treatment strategy and worrying about immature durability data, regulatory uncertainty, and managements confusing presentation.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

A weaker-than-expected Q4 outlook, declining Google search referrals and softer U.S. user numbers overshadowed Reddits strong Q3 results, driving a sharp selloff; the planned logged-in-only browsing shift has added concern about losing casual traffic. Traders are split between viewing the drop as an overreaction and seeing the traffic and user trends as a longer-term growth risk.

BNB is the native utility token of the BNB Chain ecosystem, acting as a multi-chain asset that powers decentralized applications and facilitates value exchange across its network. It serves as the primary asset for paying transaction gas and smart contract deployment fees while providing users with tiered fee discounts on the Binance exchange. The project’s main value proposition lies in its unified multi-chain architecture, which integrates a smart contract platform, a Layer 2 scaling solution, and a decentralized data storage network into a cohesive settlement and data availability layer.  The network operates on a Proof of Staked Authority consensus mechanism, utilizing a group of 21 active validators known as the Cabinet to verify transactions and produce blocks every 3 seconds. Validators are elected daily based on the amount of BNB staked or delegated to them, and the system employs fast finality and slashing penalties to maintain security and integrity. To manage its long-term economy, the project uses a programmatic dual-burn strategy that permanently removes tokens through real-time fee destruction and quarterly buybacks.  Launched in 2017 by the Binance platform, the project initially distributed 50% of its 200 million token supply to the public, while the founding team received 40% and angel investors were allocated 10%. Though it began as a token on the Ethereum network, it eventually migrated to its own autonomous architecture that remains fully compatible with the Ethereum Virtual Machine. Today, the token's utility includes paying for network gas, participating in staking rewards, and enabling decentralized governance through which holders can vote on technical upgrades and economic changes.

Binance

Rumors and reports of a major Binance security breach are driving attention, with traders citing potential large crypto losses and frozen assets while questioning the safety of exchange-held funds. Some fear the incident could deepen selling or raise insolvency concerns, while others dismiss it as shakeout speculation; the claims remain unconfirmed in the discussion.

Pinterest, Inc. engages in the operation of an AI-powered visual search and discovery platform. It enables users to find inspiration, curate ideas, search for products, and discover content through visual recommendations. The company was founded by Benjamin Silbermann, Paul Cahill Sciarra, and Evan Sharp in October 2008 and is headquartered in San Francisco, CA.

Pinterest Inc - Ordinary Shares - Class A

Pinterest Inc

Pinterest is under pressure after its quarterly revenue and earnings fell short of expectations and its next-quarter revenue outlook implied slower growth, prompting concern about advertising monetization and cross-border spending. Traders are split between viewing the record user growth and rising ad impressions as signs of resilience and seeing weaker ad pricing and higher costs as reasons for caution.

iShares Silver Trust - Fractional undivided beneficial interests

iShares Silver Trust

SLV is drawing attention after a sharp, persistent selloff in silver, with traders focused on broken support and whether the decline has further to run. The mood is largely bearish and frustrated, though some traders see an oversold buying opportunity; discussion of rates, the dollar and alleged market manipulation remains speculative.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrike is being pulled lower in a cybersecurity-sector selloff after Fortinets sharp post-earnings drop, with traders pointing to peer read-through and concerns about stretched valuations. Some see the move as indiscriminate sympathy selling and a buying opportunity, while others expect further multiple compression.

Palo Alto Networks, is a cybersecurity company that provides cybersecurity platforms and services to enterprises, organizations, service providers, and government entities. Its offerings include network and AI security, cloud security, security operations, and identity security solutions. The company was founded by Nir Zuk in March 2005 and is headquartered in Santa Clara, CA.

Palo Alto Networks Inc

Palo Alto is under pressure as Fortinets sharp post-earnings selloffamid concerns about its service-revenue outlookspills over into cybersecurity peers. Traders describe the move as sympathy selling, while others point to the sectors high valuations as a reason for caution.

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ITC Ltd.

Adani Enterprises Ltd

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Stocktwits AI Roundup: Meta's Muse Lifts Chip Stocks, Anthropic's $11B Akamai Deal And Oracle's New Mexico Snag

Equity

AI agents, infrastructure spending and data-center delays kept investors focused on the next phase of the AI buildout.


Anthera Pharmaceuticals, Inc. is a biopharmaceutical company, which engages in the development and commercialization of medicines to treat serious and life-threatening diseases. It offers Sollpura and blisibimod to treat diseases such as exocrine pancreatic insufficiency and Immunoglobulin A nephropathy. The company was founded by Paul F. Truex on September 9, 2004 and is headquartered in Houston, TX.

Anthera Pharmaceuticals Inc

Neutral Sentiment

<p>The AI trade stayed firmly in focus this week. Meta Platforms Inc.'s new Muse agent fueled fresh excitement around AI agents, while multibillion-dollar deals underscored the scale of AI spending.</p><p>At the same time,&nbsp;a delay risk at an Oracle Corp. (ORCL) Stargate site highlighted a growing industry challenge: turning huge AI investment commitments into actual data-center capacity. Here are the week's key developments:</p><h2 class="st-heading-2"><strong>Meta’s Muse Ignites AI Rally</strong></h2><p>Meta’s new Muse personal AI agent became the week’s biggest market-moving AI story, with strong early adoption reviving investor enthusiasm around agentic AI and helping push Meta shares sharply higher.&nbsp;</p><p>Muse’s reception and more color on the AI strategy shared by the company at Meta Connect lifted chipmakers’ stocks (AMD crossed $1 trillion in market capitalization for the first time) and helped the Nasdaq reach a record high.</p><p>The prevailing view is that AI agents, including Muse, strengthen the case for continued spending on CPUs, GPUs and AI infrastructure. META shares rose 17% through Thursday, while the iShares Semiconductor ETF (SOXX) gained 6.2%.</p><h2 class="st-heading-2"><strong>Anthropic Signs $11.6B Akamai Deal</strong></h2><p>Anthropic agreed to an $11.6 billion, seven-year cloud infrastructure deal with Akamai, with a potential expansion to up to $20 billion.&nbsp;</p><p>The deal is significant for AI infrastructure because it shows that scaling frontier AI workloads is creating enormous demand beyond GPUs, particularly for CPUs, networking and distributed cloud capacity.&nbsp;</p><p>Akamai will also grant Anthropic warrants representing up to roughly 5% of its outstanding stock, tying the two companies more closely together. AKAM shares&nbsp;fell initially on&nbsp;the deal but remained up 6.8% for the week.&nbsp;</p><h2 class="st-heading-2"><strong>Oracle Data Center Faces Delay Risk</strong></h2><p>Oracle sent a force majeure notice related to Project Jupiter, a massive New Mexico AI data-center campus being developed for the Stargate initiative, potentially allowing Oracle to delay payments if the facility misses its 2028 target.&nbsp;</p><p>The 2.45-GW campus faces delays involving its gas pipeline and pending permits for its power system, although Oracle said the project remains on schedule.&nbsp;</p><p>Investors reacted negatively. Oracle still has to pay the rent, or “carry cost,” for up to three years if the project isn’t ready on time, the Financial Times reported, citing contract terms. Morningstar analysts said a sizable delay would impact the company’s long-term revenue targets and its investment-grade credit rating.</p><h2 class="st-heading-2"><strong>AI Labs Form Safety Standards Body</strong></h2><p>Google, OpenAI, and Anthropic are lining up a voluntary industry body — tentatively named the Frontier AI Standards Agency — that would launch in late 2026 or 2027, with the three companies approaching former White House AI policy adviser Sriram Krishnan to serve as chief executive.&nbsp;</p><p>The pillars under discussion include shared technical evaluations, pre-release audits, independent testing frameworks and standardized safety protocols. OpenAI has publicly said it will proceed "with or without government support."&nbsp;</p><h2 class="st-heading-2"><strong>SoftBank Borrows Big For OpenAI Bet</strong></h2><p>SoftBank moved to raise more than $11 billion through one of its largest-ever junk-bond offerings, with part of the proceeds earmarked for a further investment in OpenAI.&nbsp;</p><p>The proposed financing, composed of dollar- and euro-denominated bonds, illustrates the extraordinary amounts of capital now required to fund OpenAI and the broader AI infrastructure buildout, while also highlighting SoftBank’s increasing financial exposure to the AI sector.&nbsp;</p><p>Bloomberg reported SoftBank drew more than $20 billion of preliminary demand.</p><h2 class="st-heading-2"><strong>How Did Big Tech Stocks Move?</strong></h2><p>Chip stocks INTC and AMD were the top gainers among large tech stocks, rising 17% and 12.4%, respectively, this week, along with META.&nbsp;</p><p>The Invesco QQQ Trust Series 1 (QQQ) rose 2.3%. DELL dropped 9%, showing weakness after its incredible rally this year.</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p><p>Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amzn-meta-googl-msft-orcl-michael-burry-sounds-fresh-alarm-on-big-tech-s-ai-spending-warns-of-massive-write-offs-in-two-years/cZMay4jRBaX">AMZN, META, GOOGL, MSFT, ORCL: Michael Burry Sounds Fresh Alarm On Big Tech’s AI Spending, Warns Of Massive Write-Offs In Two Years</a></p><p>&nbsp;</p>

Meta Platforms CEO Mark Zuckerberg presenting onstage at the Meta Connect 2026 developer conference with Muse AI mascot in the background. (Photo by Andrej Sokolow/picture alliance via Getty Images)

AI agents, infrastructure spending and data-center delays kept investors focused on the next phase of the AI buildout.

Anthera Pharmaceuticals, Inc.

Alphabet Inc Class A

OpenAI

Oracle Corp.

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Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

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Drop a comment with when you expect the first cut/hike to be.

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