SPDR Dow Jones Industrial Average ETF

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Invesco QQQ Trust Series 1

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is experiencing significant downward pressure as investors rotate out of the stock due to concerns regarding AI capital expenditure and high-profile leadership changes. Community sentiment is currently polarized, with many retail traders expressing frustration over the stock's persistent underperformance relative to the broader market, while others view the current valuation as a contrarian long-term buying opportunity.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DraftKings is facing intense volatility and heavy selling pressure as the community debates the impact of potential federal legislation aimed at regulating sports-based prediction markets. Investors remain deeply divided, with bears pointing to persistent insider selling and competitive threats from newer platforms, while bulls speculate that regulatory crackdowns on rivals could ultimately strengthen the company's market position.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is currently trending as investors debate the impact of AI infrastructure demand and potential supply chain headwinds against its technical resilience and growth roadmap. The community is actively discussing the stock's stability relative to broader market volatility, with varied sentiment regarding whether current price levels represent an accumulation opportunity or an overextended valuation.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980, and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

Sarepta Therapeutics is experiencing heightened investor interest and volatility as the market awaits imminent Phase 1/2 clinical data for its siRNA pipeline, which investors hope will validate a new platform for treating rare muscle diseases and drive a recovery beyond the company's existing DMD franchise. Community discussion is sharply divided between those positioning for a potential short squeeze fueled by significant short interest and those debating the long-term impact of regulatory headwinds and competition on the company's valuation.

Destiny Tech100, Inc. operates as a non-diversified, closed-end management investment company. The company was founded on November 18, 2020 and is headquartered in Austin, TX.

Destiny Tech100 Inc

DESTINY TECH 100 INC

Destiny Tech100 is seeing significant upside momentum as retail investors flock to the stock as a proxy play for the highly anticipated SpaceX IPO, while community sentiment remains divided between those chasing the hype and those concerned about the fund trading at a premium to its net asset value. Active discussions are heavily centered on the fund's top-tier tech exposure, including SpaceX, Anthropic, and OpenAI, with many traders drawing comparisons to recent price action in similar thematic funds.

Fundrise Growth Tech Fund LLC operates as a non-diversified, closed-end management investment company. It invests in growing tech companies to help them expand and generate profits. The company was founded on June 7, 2021 and is headquartered in Washington, DC.

Fundrise Innovation Fund LLC. - Common Shares of Limited Liability Company Interests

Fundrise Innovation Fund 

The Fundrise Innovation Fund ($VCX) is experiencing a parabolic, sentiment-driven rally fueled by extreme retail FOMO and its concentrated exposure to private tech giants like Anthropic, OpenAI, and SpaceX. Investors are actively debating whether the current price, which trades at a massive premium to the fund's NAV, is a justified "scarcity premium" during a lock-up period or a classic bubble that will eventually face a severe correction.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Arm Holdings is currently experiencing high volatility and intense community debate surrounding its latest quarterly results, with investors weighing solid revenue growth and upbeat guidance against concerns over high valuations and broader semiconductor sector weakness. While the community remains deeply polarized, the active discussion centers on the company's long-term potential as a critical player in AI-driven data center infrastructure versus short-term skepticism regarding its ability to sustain current performance levels.

ORCASM is a filthy little memecoin that knows exactly what you came for. It launched on Orca's Wavebreak but was born to make waves—wet, loud, and unforgettable. This isn’t your ordinary meme. ORCASM builds up the tension slow, goes deep, and leaves you gasping for more. It’s raw, unfiltered trencher energy dripping with shameless satisfaction. No promises. No roadmaps. Just pure, orcasmic pleasure.

Orcasm

Orcasm is capturing significant trader attention as a speculative meme asset, with the community actively debating whether it marks a thematic shift from animal-based tokens to marine-themed projects. While supporters highlight its low market capitalization and potential for volatility, critics warn of high risk and potential manipulation, fueling polarized discussions among those looking for rapid, short-term gains.

The Charles Schwab Corp. is a savings and loan holding company, which engages in the provision of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. It operates through the Investor Services and Advisor Services segments. The Investor Services segment includes retail brokerage, investment advisory, and banking and trust services to individual investors, retirement plan and business services, as well as other corporate brokerage services, to businesses and employees. The Advisor Services segment provides custodial, trading, banking and trust, and support services to independent registered investment advisors, independent retirement advisors, and recordkeepers. The company was founded by Charles Robert Schwab in 1986 and is headquartered in Westlake, TX.

Charles Schwab Corp.

Charles Schwab is currently facing significant backlash from its user community following widespread reports of platform outages, login failures, and restricted access to trading specific tickers. Traders are actively expressing frustration over these technical malfunctions and perceived platform instability, fueling a broader discussion about reliability compared to alternative brokerages like Robinhood or Interactive Brokers.

On Holding AG engages in the development and distribution of sports products such as footwear, apparel, and accessories for high-performance running, outdoor, all-day activities, and tennis. It sells its products worldwide through independent retailers and global distributors, its own online presence, and its own stores. The company was founded by David Allemann, Olivier Bernhard, and Caspar Coppetti in January 2010 and is headquartered in Zurich, Switzerland.

On Holding AG - Ordinary Shares Class A

On Holding AG

On Holding is experiencing significant volatility driven by the surprise resignation of its CEO and a strategic management shift that installs the company's co-founders as co-CEOs. While some investors interpret the leadership transition as a sign of underlying instability, the community remains deeply divided, with many bulls viewing the move as a bullish long-term catalyst that reinstalls visionary leadership and maintains the brand's premium growth trajectory.

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Reliance Industries Ltd.

Zomato Ltd.

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HDFC Bank Ltd.

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<ul class="summary-bullets"><li>Reports that SpaceX could file its IPO prospectus this week or next boosted proxy-demand positioning.&nbsp;</li><li>Anthropic and OpenAI listing plans are also strengthening momentum.</li><li>VCX’s concentrated exposure to private AI firms makes it one of the few public vehicles offering early positioning ahead of IPO listings.</li></ul>Shares of Fundrise Innovation Fund (VCX) extended their extraordinary rally on Tuesday as investors rushed into one of the few publicly traded vehicles offering exposure to private-market leaders expected to anchor a wave of blockbuster technology listings.&nbsp;<a href="https://stocktwits.com/symbol/VCX">VCX stock</a> soared 64% on Tuesday, pushing its cumulative gains to more than 2,500% since its listing last Thursday.<a href="https://stocktwits.com/symbol/DXYZ">Destiny Tech100 (DXYZ)</a>, another public-market vehicle offering exposure to private AI leader Anthropic, also rose more than 7% in after-hours trading.<h2 class="st-heading-2">SpaceX IPO Filing Timeline Sparks Proxy Demand</h2>Demand for proxy exposure accelerated after recent reports that SpaceX is&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/spacex-ipo-prospectus-near-gary-black-warns-could-pull-investors-from-tesla/cZ3YJCeRI1o">preparing</a> to file its IPO prospectus as soon as this week or next, ahead of a potential June listing expected to become the largest U.S. IPO ever.Advisers involved in the preparation expect the offering to raise more than $75 billion, above earlier estimates of about $50 billion. The company was last valued at around $1.25 trillion following its merger with xAI and could reach roughly $1.75 trillion at listing, placing it among the largest companies in the S&amp;P 500.<h2 class="st-heading-2">Anthropic And OpenAI Add Fuel To The AI IPO Pipeline</h2>Momentum in VCX also reflects positioning ahead of potential listings from major AI firms expected to follow SpaceX into public markets.Anthropic has hired IPO counsel and held preliminary discussions with investment banks ahead of a potential 2026 listing, signaling early-stage preparation for a public-market debut that some investors expect could&nbsp;precede that of rival OpenAI. The company also expanded its Claude assistant’s ability to open applications, navigate browsers, and complete workflow tasks.Meanwhile, OpenAI is said to be laying the groundwork for a potential fourth-quarter listing, holding informal talks with Wall Street banks. On Tuesday, CFO Sarah Friar told&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/03/24/openai-secures-an-extra-10-billion-in-record-funding-round-cfo-friar-says.html">CNBC</a> that a new financing round has now expanded to more than $120 billion, potentially its final major private financing ahead of a public-market debut.Together, SpaceX, OpenAI, and Anthropic represent over $2 trillion in combined private-market value and are widely expected to dominate the next phase of large-cap technology listings.<h2 class="st-heading-2">VCX Portfolio Offers Direct AI IPO Exposure</h2>The newly listed closed-end fund has surged more than 1,500% above its net asset value since debuting last week, with shares trading at more than 16x its latest NAV of $18.97, highlighting strong demand for early positioning ahead of IPOs by SpaceX, Anthropic and OpenAI.Most VCX shares acquired before Feb.20 remain subject to a six-month lockup following the listing, leaving only a relatively small portion of shares available for trading.AI accounts for about 44% of&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/public-fund-retail-access-spacex-openai-anthropic-backs-palmer-luckey-bank/cZ3nEEURIKX">VCX’s portfolio</a> and data infrastructure 22.9%, with the remainder spread across fintech, aerospace, gaming, software, healthcare, proptech and about 13.6% held in cash and fixed income. Anthropic is the fund’s largest position at roughly 20.7%, followed by Databricks at 17.7%, OpenAI at 9.9%, Anduril at 6.9%, Ramp at 5.1% and SpaceX at 5%.Since Anthropic is the fund’s single largest holding, investors have already begun estimating what a future public listing could imply for VCX’s portfolio value.CVX’s portfolio returned about 21% over the past three months, 13% year to date and 63% over the past 12 months. Since its July 2022 inception, cumulative returns total roughly 84%, meaning a $10,000 investment would have grown to about $19,256, including $9,030 in appreciation and $225 in distributions, according to Fundrise data.<h2 class="st-heading-2">Blockbuster Listings May Pull Capital From Smaller IPOs</h2>If SpaceX, OpenAI and Anthropic list at valuations roughly 20% above their latest funding rounds, their combined public-market debut could add more than $3 trillion to U.S. equity market capitalization, Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/features/2026-03-11/spacex-openai-potential-ipos-spur-murky-deals-to-buy-stock">noted</a>.Vineet Jain, founder of Egnyte, said the companies could “vacuum a lot of liquidity out of the market,” reflecting concerns that capital could shift away from smaller IPO candidates and toward a handful of dominant listings, according to a Barron’s&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.barrons.com/articles/anthropic-openai-spacex-value-ai-ipo-39d1e556">report</a>.Large passive funds, benchmark allocators and growth-focused portfolios typically reposition ahead of listings of huge scale, which helps explain why investors are seeking exposure through proxy vehicles before IPO pricing is finalized.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment for VCX was ‘extremely bullish’ amid over a 6,000% surge in message volumes over the past week.<figure class="image"><img src="https://news.stocktwits-cdn.com/vcx_ss_png_7fb7cf4c41.webp" alt="vcx ss.png" width="964" height="145"><figcaption>VCX sentiment and message volume as of March 25 | Source: Stocktwits</figcaption></figure>One user called VCX&nbsp;“one of those wild ones” and&nbsp;<a href="https://stocktwits.com/Bennetthall/message/648466546">noted</a> that it had surged rapidly from $120 earlier in the week to levels comparable with large-cap names such as Micron, Home Depot, or Sandisk. “The book value doesn’t add up on this. I’m wondering who else is analyzing that when you add up the value of everything they own this is inflated by about 5X but apparently retail doesn’t care.”<stembedurl>https://stocktwits.com/Bennetthall/message/648466546</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/Ma_Power71/message/648468879">expects</a> VCX to “issue new shares after lock-up period ends for this to drop only 700 mil NaV.”<stembedurl>https://stocktwits.com/Ma_Power71/message/648468879</stembedurl>For updates and corrections, email newsroom[at]stocktwits[dot]com.

VCX stock soared 64% on Tuesday, pushing its cumulative gains to more than 2,500% since its listing last Thursday. (Photo credot: Getty Images)

VCX Stock On Red-Hot Streak: Retail Traders Scramble For SpaceX, Anthropic And OpenAI Exposure Ahead Of Mega IPO Wave

VCX traded over 16x its net asset value, signaling strong investor demand for pre-IPO exposure.

VCX Emerges As Hottest Proxy Trade For Investors Craving Exposure To SpaceX, OpenAI, Anthropic 

Equity

<ul class="summary-bullets"><li>VCX jumped over 300% on its debut and has extended gains across its first three trading sessions.</li><li>The fund invested in Erebor Bank, a startup-focused lender formed after the 2023 collapse of Silicon Valley Bank to serve venture-backed technology firms.</li><li>VCX provides retail investors access to private tech firms, including SpaceX, OpenAI, Anthropic and Databricks through a publicly listed venture-style structure.</li></ul>Shares of Fundrise Innovation Fund (VCX), a public vehicle offering retail exposure to private technology companies, including SpaceX and OpenAI, have surged nearly 1,500% since listing and are drawing fresh attention after the fund invested in a startup-focused lender formed following the 2023 collapse of Silicon Valley Bank.<a href="https://stocktwits.com/symbol/VCX">VCX</a> was listed on the New York Stock Exchange last Thursday and has gained in all three trading sessions since. Shares surged more than 300% on the first day of trading and have more than doubled over the following two sessions.<h2 class="st-heading-2">VCX Backs Palmer Luckey’s Erebor Bank</h2>VCX said it has invested in Erebor Bank, a newly chartered national lender built to serve startups, technology companies, and venture investors that historically relied on Silicon Valley Bank.Founded by Palmer Luckey, co-founder of Oculus VR and Anduril Industries, Erebor plans to offer credit lines backed by crypto or private securities as well as loans for AI chips and other infrastructure tailored to venture-backed firms.The bank received conditional regulatory approval in October 2025 and was granted a national charter in February 2026, with deposits insured by the Federal Deposit Insurance Corporation. Investors include Founders Fund, Andreessen Horowitz, Lux Capital and 8VC.<h2 class="st-heading-2">VCX Debuts As Public Venture Capital Fund</h2>The listing marked one of the first large public venture capital vehicles available to everyday investors on the New York Stock Exchange, with more than 100,000 existing investors and initial assets under management exceeding $650 million.Launched in July 2022, it carries an annual management fee of 1.85% and was initially filed with the U.S. Securities and Exchange Commission (SEC) in 2021 as one of the first large public venture capital structures designed for individual investors. Fundrise has positioned the vehicle as a way to provide access to companies that are staying private longer, limiting exposure through traditional public equity markets.<h2 class="st-heading-2">VCX Returns Boost Retail Appeal Amid Tilt Toward Private AI</h2>The portfolio is heavily concentrated in AI and data infrastructure companies. AI makes up about 43.8% of the portfolio and data infrastructure 22.9%, with the remainder spread across fintech, aerospace, gaming, software, healthcare, proptech, and about 13.6% in cash and fixed income.<figure class="table"><table class="ck-table-resized"><colgroup><col><col></colgroup><tbody><tr><td>Company</td><td>Portfolio Weight</td></tr><tr><td>Anthropic</td><td>20.70%</td></tr><tr><td>Databricks</td><td>17.70%</td></tr><tr><td>OpenAI</td><td>9.90%</td></tr><tr><td>Anduril Industries</td><td>6.90%</td></tr><tr><td>Ramp</td><td>5.10%</td></tr><tr><td>SpaceX</td><td>5.00%</td></tr><tr><td>Epic Games</td><td>3.50%</td></tr><tr><td>Flock Safety</td><td>3.00%</td></tr><tr><td>Fivetran (dbt)</td><td>2.80%</td></tr><tr><td>Vanta</td><td>1.90%</td></tr></tbody></table></figure>VCX returned about 21% over the past three months, 13% so far this year, and 63% over the past 12 months. Since its inception in July 2022, cumulative returns total about 84%, according to Fundrise data.A hypothetical $10,000 investment at inception would have grown to approximately $19,256 with dividend reinvestment enabled, including $9,030 in appreciation and $225 in distributions.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment for VCX shifted to ‘extremely bullish’ from ‘bullish’ levels over the past week amid ‘extremely high’ message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/vcx_ss_png_154d3cb0ac.webp" alt="vcx ss.png" width="970" height="146"><figcaption>VCX sentiment and message volume as of March 24 | Source: Stocktwits</figcaption></figure>One user&nbsp;<a href="https://stocktwits.com/DragonsTreasure/message/648351485">mocked</a> VCX shareholders, saying, “generational bagholders. Congrats. This is worth $25 a share if I'm being generous.”<stembedurl>https://stocktwits.com/DragonsTreasure/message/648351485</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/Forfamily123/message/648350994">said</a> VCX “under 200 is a good entry,” and urged investors to hold the stock until mid-summer.<stembedurl>https://stocktwits.com/Forfamily123/message/648350994</stembedurl>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The SpaceX logo appears on a smartphone screen placed on a laptop keyboard illuminated by blue light. (Photo by Samuel Boivin/NurPhoto via Getty Images)

Public Fund Giving Retail Access To SpaceX, OpenAI And Anthropic Just Backed Palmer Luckey's Startup Bank

VCX’s portfolio is heavily concentrated in AI and data infrastructure, which together account for roughly two-thirds of assets.

Fundrise's VCX Is Up 1,500% Since Listing: Its Latest Bet Is Palmer Luckey's Startup Bank

<ul class="summary-bullets"><li>NemoClaw is designed for enterprises to build AI agents that perform tasks for their own workforces.</li><li>Nvidia shares rose 0.6% in premarket trading on Tuesday.</li><li>Stocktwits retail sentiment continues to track in the ‘bearish’ zone.</li></ul>Nvidia shares advanced 0.6% in early premarket trading on Tuesday, amid a broad rebound in U.S. stocks and a report detailing the company’s plan to launch an agentic AI tool.<h2 class="st-heading-2">‘NemoClaw’</h2>The AI chipmaker is preparing to launch NemoClaw, an open source platform that would allow enterprises to build AI agents to perform tasks for their own workforces, tech news site Wired&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wired.com/story/nvidia-planning-ai-agent-platform-launch-open-source/">reported</a> late Monday, citing unnamed sources.Nvidia has reportedly reached out to Salesforce, Cisco, Google, Adobe, and CrowdStrike to forge partnerships for the agent platform.&nbsp;The tool is seen to be similar to OpenClaw, which went viral earlier this year. OpenClaw became one of the fastest-growing projects on GitHub due to its ability to connect AI models with other apps, such as email, messaging, and file storage, to automatically perform tasks.<h2 class="st-heading-2">More Signals For NVDA Stock</h2>The details of NemoClaw come as Nvidia prepares for its annual developer conference in San Jose next week.&nbsp;The platform underscores a major push into open-source AI and takes on agentic AI offerings from software majors, as Nvidia tries to maintain its dominance in AI infrastructure at a time when leading AI labs are building their own custom chips.Separately, Anthropic is also making rapid strides with new features for its agentic AI platform, Claude Cowork. On Monday, the company&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://claude.com/blog/code-review">introduced</a> Code Review in beta, a tool designed to analyze new code for bugs and other potentially problematic issues.<h2 class="st-heading-2">Retail Mood For NVDA Still Dull</h2>Meanwhile, Nvidia stock appears to be gaining some lift from the just-released&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tsmc-stock-jumps-pre-market-on-strong-sales-update-but-iran-war-jitters-keep-retail-traders-cautious/cZdomVbRIep">February sales figures</a> from its largest chip manufacturing partner, TSMC. The Taiwanese firm’s sales rose 22% last month, and 30% for the first two months of the year, according to financials published early Tuesday.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_10_at_2_25_29_PM_png_f6f76ee381.webp" alt="Screenshot 2026-03-10 at 2.25.29 PM.png" width="700" height="85"><figcaption>NVDA sentiment and message volume as of March 10 | Source: Stocktwits</figcaption></figure>Still, the Stocktwits sentiment for NVDA remained ‘bearish, unchanged from the previous day.&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia shares</a> are down 2% year to date, as of their last close.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/oracle-says-flagship-data-center-expansion-on-track-as-investors-brace-for-q3-report/cZdomK8RIeo">Oracle Says Flagship Data Center Expansion On Track As Investors Brace For Q3 Report</a>

Nvidia banner with the company logo at a tech exibition in Grenoble, France, on February 4, 2026. (Photo by Romain Doucelin/NurPhoto via Getty Images)

Nvidia's Next AI Bet? Report Says ‘NemoClaw’ Could Power Enterprise AI Agents

Wired reported details of Nvidia’s forthcoming agentic AI platform, NemoClaw, which appears similar to the viral tool OpenClaw, ahead of the company’s annual developer conference in San Jose next week. 

Why Is NVDA Stock Up In Premarket Today?

 The logo of Intuit Inc. is displayed on a smartphone screen on May 18, 2025, in Chongqing, China.

INTU Stock Leads Software Comeback With Best Week In 25 Years As Anthropic AI Fears Ease

Shares of key software majors Oracle, Microsoft, and Salesforce also gained last week.

<ul class="summary-bullets"><li>ARK Invest CEO Cathie Wood compared Anthropic’s Claude AI to the early days of the personal computer revolution.</li><li>She said Claude automated multiple internal finance workflows that had been planned for months of development with ease.</li><li>Alongside this, Claude rapidly rose in popularity as Anthropic faced growing scrutiny from the Pentagon.</li></ul>As ARK Invest continues to shift capital toward AI infrastructure and platforms, CEO Cathie Wood has called Anthropic’s Claude AI&nbsp;'A True PC' moment, seeing potential&nbsp;similar to the personal computer revolution back in the 1980s.Speaking in the latest&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=Q2gBVQ7NqyY">episode</a> of the&nbsp;In the Know (ITK) series, she compared Claude AI’s development to IBM's introduction of its first personal computer and Apple's release of Lisa in 1983. “This was the moment when [people] gathered to see what it was and what it could do,” she added.Back then, those systems could only do simple tasks and basic math, but they eventually changed the world economy. She said that something similar happened recently with her team when a finance worker used Claude to finish projects that had been on hold for months. Wood says the employee was surprised by how quickly the AI generated detailed tables, graphs, and calculations, and that the results were checked against manual calculations to ensure they were correct.&nbsp;She added that she was “blown away by how quickly he was able to automate all of these automation projects that he had lined up over the past six months.”Wood pointed out that the rise of cloud computing in the middle of the 2000s and later improvements in deep learning and transformer models were important steps that have led to the current wave of AI innovation.Last week, ARK Invest put more money into several AI and computing companies, including Baidu (BIDU),&nbsp;<a href="https://stocktwits.com/symbol/CRWV">CoreWeave (CRWV)</a>, and <a href="https://stocktwits.com/symbol/AMD">Advanced Micro Devices (AMD)</a>. The company is still allocating funds to AI infrastructure and platforms.<h2 class="st-heading-2">Claude’s Rise Amid Industry Tensions</h2>Wood's comments come at a time when Anthropic's Claude AI was becoming increasingly popular in the AI field. Last week, Claude&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/02/28/anthropics-claude-apple-apps.html">rose</a> to the #1 spot on free US apps on Apple, beating ChatGPT. This happened after tensions rose between Anthropic and the US Department of War, after&nbsp;<a href="https://stocktwits.com/news-articles/business/others/us-ai-policy-government-access-pentagon-anthropic/cZdKyupRI41">Anthropic refused</a> to allow the military access to users’ data for Pentagon-linked projects and mass surveillance.&nbsp;Despite the controversy, Wood suggested that the rapid improvement in AI tools showed the technology could be entering a phase in which multiple innovations converged at once, accelerating adoption across industries.&nbsp;Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/x-money-finance-crypto-technologist-paul-barron/cZdl2uhRI4p">Will X Money Transform Finance And Crypto? Technologist Paul Barron Thinks It Could</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Claude by Anthropic app logo appears on the screen of a smartphone in Reno, United States, on November 21, 2024. (Photo by Jaque Silva/NurPhoto via Getty Images)

Cathie Wood Calls Anthropic’s Claude AI A ‘True PC Moment’

Claude beat ChatGPT to become the top free US app on Apple last week.

Others

Claude beat ChatGPT to become the top free US app on Apple last week.


<ul class="summary-bullets"><li>The Trump administration drafted new AI rules that required companies to allow “any lawful” use of their models for US government contracts.</li><li>The move followed the Pentagon labelling Anthropic a “supply-chain risk” and banning contractors from using its AI technology.</li><li>Officials warned that restricting access to AI systems during a crisis could pose national security risks, fuelling the push for tighter rules.</li></ul>The Trump administration has reportedly mandated that AI firms allow the government to use their models for lawful purposes.The United States created new artificial intelligence guidelines in response to its fight with Anthropic, which required AI businesses to allow the government to use their models for authorized purposes, according to a Financial Times&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/d8c2969f-2812-44d2-8860-3059fb770bdb">report.</a>The draft guidelines, reviewed by the Financial Times, prepared by the U.S. General Services Administration (GSA), explained that AI companies seeking government contracts must grant the U.S. an “irrevocable license” to use their systems. The guidance would apply to civilian contracts and strengthen the government’s approach to accessing AI services.The draft also stated that contractors had to ensure that their AI systems did not intentionally have partisan or ideological judgments in their outputs. In addition, companies had to disclose whether their models had been modified or configured to comply with any non-U.S. government or commercial regulatory frameworks, the report said.The developments followed a clash between the Department of War and Anthropic over how the company’s models could be used in military applications. The Pentagon, which is the headquarters of the US’s Defense Department, had sought operational access to Anthropic’s AI systems, but the company&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.anthropic.com/news/statement-department-of-war">refused</a> to provide complete access.&nbsp;On Stocktwits, retail sentiment around Anthropic remained in the 'bearish' zone, accompanied by 'normal' chatter levels over the past day.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_07_at_2_23_01_AM_png_93eb24469c.webp" alt="Screenshot 2026-03-07 at 2.23.01 AM.png" width="1014" height="124"><figcaption>Anthropic retail sentiment and message volume on March 7 as of 2:24 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Pentagon Clash With Anthropic</h2>The Pentagon and AI company Anthropic are currently at odds over how the U.S. military can use Anthropic's AI system, Claude. Anthropic wouldn't take away the protections that keep its technology from being used for fully autonomous weapons or mass domestic surveillance, saying that these uses are unsafe and wrong. The Pentagon then canceled its contract with the company, citing it as a possible "supply chain risk," which meant the company couldn't work on defense projects anymore. Anthropic has said it will take legal action over this decision.Following this, the Department of Defense formally designated Anthropic a “<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/03/05/anthropic-pentagon-ai-claude-iran.html">supply-chain risk</a>” on Thursday.&nbsp;<h2 class="st-heading-2">US Department Of War Official Flags National Security Concern&nbsp;</h2>Speaking on the All-In Podcast on Friday, Undersecretary of Defense for Research and Engineering &nbsp;Emil Michael&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=gzwRflcLPAA">said</a> officials were “scared” that Anthropic could restrict access to its AI models during the national security crisis.Michael said the dispute intensified when Anthropic CEO&nbsp;<a href="https://stocktwits.com/news-articles/business/others/openai-altman-anthropic-extremely-scary-precedent-pentagon/cZdcsKvRIcE">Dario Amodei suggested Pentagon</a> officials could call the company for exceptions if certain uses of its AI systems were needed.&nbsp;Michael said such an approach would be impractical during fast-moving military scenarios, including situations tied to President Donald Trump’s Golden Dome missile defense initiative. Amodei said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.anthropic.com/news/where-stand-department-war">statement</a> that he may challenge the decision in court. Anthronic is the first American company to be named a “supply chain risk.&nbsp;Read also: <a href="https://stocktwits.com/news-articles/markets/equity/novo-nordisk-partner-hims-hers-weightloss-drugs-report/cZdKvdBRI40">Novo Nordisk To Partner With Hims &amp; Hers To Sell Weight-Loss Drugs: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

President Trump signed executive orders which included the renaming of the Department of Defense to the Department of War. (Photo by Kevin Dietsch/Getty Images)

US Drafts AI Policy Requiring Firms To Grant ‘Irrevocable’ Government Access

Anthropic became the first American AI firm to be labeled a risk after refusing to grant the Department of Defense access to its data.

Pentagon–Anthropic Clash Prompts New US Rules On AI Government Access 

Anthropic became the first American AI firm to be labeled a risk after refusing to grant the Department of Defense access to its data.


<ul class="summary-bullets"><li>Google will have Anthropic products available through its platforms, like Google Cloud, the company reportedly said.&nbsp;</li><li>On Thursday, Microsoft also reportedly issued a similar clarification, saying Anthropic’s AI technology embeds in its products would remain available for non-defense clients.</li><li>On Thursday, the government reportedly notified Anthropic that it was a supply chain risk to the U.S.</li></ul>Google has reportedly said it will continue deploying Anthropic’s artificial intelligence technology for projects and clients not related to defense work.According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/03/06/google-says-anthropic-remains-available-outside-of-defense-projects.html">report</a> from CNBC, a Google spokesperson said on Friday that the U.S. government’s ‘ban’ of the AI startup does not “preclude” companies from using Anthropic on non-defense related projects.Alphabet Inc.’s (GOOG, GOOGL) Google will have Anthropic products available through its platforms, like Google Cloud, the company reportedly said.Earlier on Thursday, Microsoft Corp. (MSFT) also reportedly issued a similar <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/03/05/microsoft-says-anthropics-products-can-remain-available-to-customers-after-security-risk-designation.html">clarification</a>, saying Anthropic’s AI technology embeds in its products would remain available for clients, excluding ones related to the U.S. Department of War.<h2 class="st-heading-2">Supply Chain Risk</h2>Last week, U.S. President Donald Trump <a href="https://stocktwits.com/news-articles/markets/equity/trump-directs-us-agencies-to-immediately-stop-using-anthropic-systems-amid-clash-over-military-ai-controls/cZTcw9JRITw">announced</a> that all federal agencies in the country, including the Department of War, would stop using Anthropic’s products with immediate effect.On Thursday, the government also reportedly <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-03-05/pentagon-says-it-s-told-anthropic-the-firm-is-supply-chain-risk">notified</a> Anthropic that it was a supply chain risk to the country. “DOW officially informed Anthropic leadership the company and its products are deemed a supply chain risk, effective immediately,” a senior defense official of the Department of War reportedly told Bloomberg News.Anthropic CEO Dario Amodei had previously pushed back on the Pentagon’s plans to use its AI models for mass domestic surveillance and fully autonomous weapons. As per the CNBC report, Anthropic’s technology was used by the U.S. for its most recent strikes on Iran.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/GOOG">GOOG shares</a> was in the ‘bearish’ territory amid ‘low’ message volumes at the time of writing.Meanwhile, retail sentiment around ANTHROPIC was in the ‘bearish’ territory amid ‘extremely high’ message volumes at the time of writing.GOOG shares have surged more than 71% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/bbai-shares-climb-after-having-declined-this-year-retail-says-buy-now-to-triple-your-money/cZdLBGIRI45">BBAI Shares Climb After Having Declined 25% This Year — Retail Says Buy Now To Triple Your Money</a>

This photograph shows a smartphone screen displaying the logo of Anthropic, an American company specializing in artificial intelligence (AI). (Photo by Samuel Boivin/NurPhoto via Getty Images)

Google To Reportedly Continue Anthropic Deployment For Non-Defense Clients

According to a report from CNBC, a Google spokesperson said on Friday that the U.S. government’s ‘ban’ of the AI startup does not “preclude” companies from using Anthropic on non-defense related projects. 

Google To Reportedly Continue Anthropic Deployment For Non-Defense Clients 

Michael Burry attends the "The Big Short" New York premiere at Ziegfeld Theater on November 23, 2015 in New York City.

‘Big Short’ Fame Michael Burry Pitches Bold AI Deal Ideas For Apple, Adobe — And Fires Shots At Tesla CEO Elon Musk

Burry believes Anthropic and Midjourney are excellent targets for Apple and Adobe, respectively.

<ul class="summary-bullets"><li>Palantir investors are looking at developments regarding the government’s ban on using Anthropic’s technology in the defence sector and how it affects Palantir.</li><li>A new Reuters report said Anthropic has made a last-ditch effort to negotiate a new deal, after the U.S. last week designated it a supply chain risk.</li><li>Anthropic's defence platform, Maven, used Anthropic’s Claude AI and unwinding it would require time and resources.</li></ul>Shares of Palantir Technologies, Inc. edged 0.4% lower in early premarket trading on Thursday, putting the stock on track to snap a six-day winning streak fueled by investors piling into defense-linked companies amid the escalating U.S.-Israel-Iran conflict.&nbsp;Palantir stock gained nearly 20% over this streak, climbing to a one-month high, with the premarket move suggesting that some investors were booking profits. It’s likely that PLTR would miss breaking its previous best streak from late April, when it rose for seven days straight.Palantir also finds itself in a unique position, given the U.S. government’s move to designate AI firm Anthropic as a supply chain risk, which means Anthropic technology would not be used by the government or any of its contractors.&nbsp;<h2 class="st-heading-2">How Palantir Is Affected From US Govt Ban On Anthropic</h2>Palantir’s AI-driven defense platform, Maven Smart Systems, has integrated Anthropic’s Claude AI model to assist with intelligence, targeting, and military decision workflows. It would have to replace Claude with an AI model from a competitor, which might cause short-term issues and costs. A definitive estimate of the disruption is not available.Meanwhile, the Financial Times&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/97bda2ef-fc06-40b3-a867-f61a711b148b">reported</a> late Wednesday that Anthropic is making a last-ditch attempt to strike a deal with the US defence department. Agreeing on a new contract would enable the US military to continue using Anthropic’s technology and greatly reduce the risk of being frozen out of the military’s supply chain.<h2 class="st-heading-2">Retail Remains Upbeat</h2>As the Anthropic issue drags on, retail investors have been debating its implications for Palantir. On Stocktwits, message volume for the PLTR ticker has surged 10% over the past week. The retail sentiment was ‘bullish’ as of early Thursday, unchanged since the prior day.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_05_at_3_13_53_PM_png_f12f577b28.webp" alt="Screenshot 2026-03-05 at 3.13.53 PM.png" width="566" height="78"><figcaption>PLTR sentiment and message volume as of March 5 | Source: Stocktwits</figcaption></figure>“Palantir is still just getting started..think about it we haven’t seen their best days yet… stay invested!” a user&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/RoadWarrior66/message/646635960">said</a>, while another&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/Enlaplaya2019/message/646636837">forecast</a> a sharp rally as the war subsides. “we are back in bull market! Buy buy buy,”&nbsp;<a href="https://stocktwits.com/butterballs8/message/646617392">said</a> a third user.<h2 class="st-heading-2">'Painful Task' To Replace Claude From PTLR Platform</h2>On Wednesday, Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/technology/palantir-faces-challenge-remove-anthropic-pentagons-ai-software-2026-03-04/">reported</a> that Palantir’s task of replacing Claude in its systems would be “painful,” as its Maven platform uses multiple prompts and workflows built on Anthropic's Claude code.According to the report, which cited unnamed sources, Palantir would have to rebuild parts of its software, and it is unclear how long that would take.<h2 class="st-heading-2">Analysts’ View On PLTR Mixed</h2>For now, analysts' views are mixed. Fifteen on 28 recommend a ‘Buy’ or higher on the stock, 11 recommend ‘Hold,’ and two recommend ‘Sell’ or lower, according to Koyfin. Their average price target of $186.41 implies an upside of 22% from the stock’s last close.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

The Palantir Technologies logo is displayed on a mobile phone in this photo illustration in Brussels, Belgium, on August 6, 2025.

Palantir Stock Set To Break Hottest Streak In Nearly A Year — Could Pentagon’s Anthropic Rift Derail It?

PLTR shares have ended in the green for six straight sessions, rising by over 13%; they dropped marginally in Thursday's premarket.

An illustrative stock graph is seen behind the Broadcom logo displayed on a phone screen. (Photo by Jakub Porzycki/NurPhoto via Getty Images)

Broadcom Stock Rises On AI-Powered Beat, But VMware-Led Software Growth Slows Sharply

Broadcom’s software business, built around its $69 billion acquisition of VMware, is slowing down.

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