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Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

Webull is seeing intense community speculation ahead of its upcoming earnings report, with traders debating whether a recent surge in bullish call buying reflects a potential breakout or an orchestrated trap. Investors are heavily focused on the company's growth catalysts, including the removal of day-trading restrictions and a substantial share buyback program, while contending with stagnant price action near key support levels.

Applied Digital Corporation

Applied Digital is experiencing a significant surge in investor interest following the announcement of a massive new multi-billion dollar, 15-year lease agreement with a major hyperscaler for its fourth data center campus. The community is actively discussing the stock's strong execution in the AI infrastructure sector, highlighting a significant backlog of contracted revenue and the potential for a mechanical short squeeze as market sentiment shifts heavily toward a bullish outlook.

Micware Co. Ltd. engages in software development services and innovative IT solutions mainly focused on the automotive and mobility sectors. It operates through the following segments: Software Defined Vehicles (SDV), Location-Based Services (LBS), and Others. The SDV segment relates to the development and sale of software systems designed for SDV, including IVI system software and other mobility-enhancing software products, conducted by its Japanese subsidiaries. The LBS segment covers the development and licensing of in-vehicle navigation software systems, and other geographic data-based services for business-to-business customers, mainly serving end users. The Other segment comprises software development services conducted by overseas subsidiaries designed for SDV, and business-to-consumer mobile app services unrelated to in-vehicle navigation. The company was founded by Kenji Narishima in March 2003 and is headquartered in Kobe, Japan.

Micware Co. Ltd. - ADR

Micware Co. Ltd. (MWC) is experiencing extreme volatility and intense community speculation following a major surge triggered by its recent IPO, with investors heavily debating whether the stock is a high-growth opportunity backed by strategic partnerships with major automakers or a classic pump-and-dump scheme. The community is actively tracking technical support levels, analyzing massive volume spikes, and bracing for continued short-squeeze potential while closely monitoring the stock's wide price swings.

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 trending as investors debate the sustainability of its rapid valuation growth amidst a broader semiconductor sector pullback and concerns over insider selling. While community sentiment is split between bullish long-term outlooks on its role in AI infrastructure and skepticism regarding its high price-to-earnings ratio, the stock remains a central focus for traders monitoring institutional flows and technical breakouts.

NIO, Inc. operates as a holding company, which engages in the design, development, manufacture, and sale of smart electric vehicles. It offers its products under the brands NIO, ONVO, and FIREFLY. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Shanghai, China.

NIO Inc - ADR

NIO Inc

NIO is facing intense volatility as investors weigh a strong Q1 earnings beat and bullish Q2 delivery guidance against broader market concerns and persistent allegations of share price manipulation. While the community is debating whether the stocks current valuation represents a deep-value buying opportunity following consistent quarterly profitability, many retail investors remain frustrated by the stock's stagnant price action relative to its improving fundamentals.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM is trending following the announcement of a 1 billion dollar government grant to establish a domestic quantum chip foundry, sparking intense discussion among investors regarding the company's long-term leadership in quantum computing. The market sentiment is divided, with some community members viewing the funding as a major validation of IBM's strategic pivot to AI and quantum infrastructure, while others remain skeptical about the stock's recent performance and are debating potential entry points for a long-term hold.

Intuit, Inc. engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed, Consumer, Credit Karma, and ProTax. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment serves consumers with a personal finance platform that provides personalized recommendations of credit cards, home, auto and personal loans, and insurance products, and online savings and checking accounts. The ProTax segment refers to the professional accountants in the U.S. and Canada, who are essential to both small business success and tax preparation and filing. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.

Intuit Inc

Intuit shares are facing intense selling pressure following a double-beat earnings report, as investors focus on a 17% workforce reduction and concerns regarding competitive pricing headwinds. The community is sharply divided between those viewing the decline as a major buying opportunity due to strong fundamentals and share buybacks, and those fearing structural disruption from AI alternatives impacting the company's core tax software business.

D-Wave Quantum, Inc. engages in the development and delivery of quantum computing systems, software, and services. It provides customers with access to the company’s quantum computing systems via the cloud in the form of quantum computing as a service. It offers professional services such as customer assistance in identifying and implementing quantum-computing applications. The company was founded on January 25, 2022 and is headquartered in Palo Alto, CA.

D-Wave Quantum Inc

D-Wave Quantum is trending following a proposed $100 million equity-backed investment from the U.S. government, sparking intense debate between bulls citing national strategic importance and bears pointing to fundamental concerns regarding low revenue and share dilution. The community remains deeply divided, with active discussion focusing on whether this government endorsement signals a long-term sector mandate or merely a volatile momentum play for speculative traders.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry is seeing significant investor attention driven by high trading volume, recent FedRAMP government re-certification, and community optimism surrounding its QNX software integration in emerging fields like physical AI and robotics. Long-term shareholders are actively debating the company's growth potential and its evolving role in mission-critical edge computing, with many viewing the current price action as a key consolidation phase.

Groupon, Inc. engages in the global scaled two-sided marketplace that connects consumers to merchants. It operates through the North America and International geographical segments. The company was founded by Andrew D. Mason, Eric Paul Lefkofsky, and Bradley A. Keywell in October 2008 and is headquartered in Chicago, IL.

Groupon Inc

Groupon is experiencing a surge in community interest driven by a combination of high short interest and a shrinking float fueled by active share repurchases. Investors are actively discussing the potential for a massive short squeeze, comparing the setup to previous market volatility events while emphasizing the company's improving fundamentals.

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<ul class="summary-bullets"><li>Ark Invest bought 52,308 BLSH shares on Monday and spread its holdings in ARKK, ARKW, and ARKF.</li><li>BLSH dropped sharply from early-May highs above $46 to close at $35.51&nbsp;on Monday, its lowest level in a month.</li><li>Since&nbsp;the company’s&nbsp;IPO, when Ark bought some 2.53 million shares, worth $172 million, Wood has been steadily adding to the position.</li></ul>Cathie Wood-led Ark Invest bought&nbsp;52,308 shares of cryptocurrency exchange Bullish (BLSH) on Monday, moving against prevailing market trends to expand its position in the stock.&nbsp;The firm split the shares across three of its actively managed&nbsp;exchange-traded funds (ETFs).&nbsp;This&nbsp;included ARK Innovation ETF (ARKK), which purchased 38,900 shares, ARK Next Generation Internet ETF (ARKW), which&nbsp;added&nbsp;9,098 shares, and ARK Fintech Innovation ETF (ARKF), which&nbsp;acquired 4,310 shares, according to&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://in.investing.com/news/company-news/cathie-woods-ark-sells-amd-stock-buys-l3harris-and-amazon-93CH-5414416">reports</a>.On Monday, BLSH closed at $35.51, hitting a new monthly low and marking a sharp pullback from its peak of over $46 in early May. Over the past week, the stock’s decline has accelerated amid rising trading volume.Ark Invest, which has repeatedly&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/cathie-wood-ark-invest-continues-to-load-up-on-peter-thiel-backed-bullish/cmyXrVwR4ih">added to its position</a> in the stock during periods of broader market weakness, purchased approximately 2.53 million BLSH shares worth a total of around $172 million through three of its ETFs&nbsp;in August last year, the very day of BLSH’s IPO.&nbsp;<a href="https://stocktwits.com/symbol/BLSH">BLSH stock</a> was down 0.1% in pre-market trade. The stock has&nbsp;fallen by&nbsp;over 18% in the last 30 days. On Stocktwits, retail sentiment around BLSH remained in the&nbsp;‘bullish’ zone with chatter at ‘high’ levels over the past day.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_19_at_8_22_13_AM_png_20c4dc8dd4.webp" alt="Screenshot 2026-05-19 at 8.22.13 AM.png" width="1012" height="112"><figcaption>BLSH retail sentiment and message volume on May 19 as of 8:23 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Stock Under Pressure&nbsp;</h2>Shares have been in decline since Bullish announced its first quarter( Q1) 2026 results on May 14.&nbsp; The company posted adjusted earnings per share (EPS) of $0.13, below the consensus estimate of $0.17, a miss of 18.7%. This was the third EPS miss in the last four quarters, as revenue of $92.8 million also missed the consensus of $95.4 million.&nbsp;Shares dropped over 8% to $36.06 the day after earnings as&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/blsh-stock-tumbles-after-pre-earnings-price-hike/cZXL8ZJReKQ">Rosenblatt analyst</a> Chris Brendler kept his rating at 'Neutral' but lowered his price target to $42.50 from $45. Analysts have pointed to weaker digital-asset trading activity as a key drag.&nbsp;Sentiment was also held back by execution risk related to the company’s&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/blsh-stock-tumbles-after-4-2-billion-all-stock-bet-on-equiniti/cZQwDnUReBA">$4.2 billion Equiniti acquisition</a>, with management still targeting two regulatory licenses, due to be obtained in 2026, to enable Bullish to trade securities through its new tokenization framework.While Cathie Wood continues to buy more, the deal’s visionary positioning in real-world asset tokenization is running into messier short-term math - added debt, share dilution, and regulatory approvals still pending.Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/mark-cuban-crypto-industry-now-wants-regulation-btc-eth-irs-reporting-rules/cZXuNunReZZ">Billionaire Mark Cuban Says Crypto's Biggest Players Now Want More Regulation, Not Less</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The company logo of cryptocurrency exchange Bullish is displayed on a banner at the New York Stock Exchange during morning trading on August 13, 2025 in New York City.

Cathie Wood's Ark Invest Scoops Up More BLSH Stock After It Hits One-Month Low

Bullish missed Q1 EPS estimates by 18.7%, posting $0.13 vs $0.17 expected, and the stock has slid since.

Equity

Bullish missed Q1 EPS estimates by 18.7%, posting $0.13 vs $0.17 expected, and the stock has slid since.


<ul class="summary-bullets"><li>Recent SEC filings also show that CEO Anthony Noto has increased his stake in SoFi and now directly owns nearly 12 million shares.</li><li>SoFi shares snapped a two-day losing streak on the news.&nbsp;</li><li>Analysts have a 12-month average price target of $21.10 for SOFI stock, indicating nearly 30% upside from its last close.</li></ul>SoFi Technologies Inc. (SOFI) stock rebounded more than 3% on Monday, snapping a two-day losing streak on reports that the fintech company is set to acquire most of the U.K.-based retail investing platform PrimaryBid.The company’s stock also gained momentum after fresh filings with the Securities and Exchange Commission revealed CEO Anthony Noto had increased his stake in the company, boosting investor sentiment.The rebound comes amid a three-week stretch in the red for the stock amid broader market weakness and post-earnings volatility. SOFI shares have declined by more than 40% so far in 2026 and by more than 50% since hitting an all-time high of $32.73 in November 2025.<h2 class="st-heading-2">SoFi’s PrimaryBid Acquisition</h2><a href="https://stocktwits.com/symbol/SOFI">SoFi Technologies</a> is acquiring most of PrimaryBid's assets, ending the British fintech’s independent operations while enabling a partial return of capital to its investors, according to a Sky News report.A message on the British firm’s website seemingly confirms the deal. “PrimaryBid’s technology has been acquired by SoFi Technologies Inc, a US-listed financial services company,” it <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.primarybid.com/">said</a>.As per the Sky News report, PrimaryBid, founded in 2016, rose to prominence during the Covid-era fundraising boom by enabling retail investors to participate in public listings and share placements. However, weak UK IPO markets and declining issuance slowed its growth, prompting a sale despite a strong cash position.However, financial details of the deal, including the exact purchase price for PrimaryBid’s assets, are yet to be disclosed.<h2 class="st-heading-2">SoFi’s Insider Buying Boosts Confidence</h2>Recent SEC filings from SoFi revealed that the company’s CEO had purchased 15,545 shares of SoFi common stock on May 11 at a weighted average price of roughly $16 per share, totaling approximately $248,780. Earlier on May 8, Noto had purchased 15,878 shares of the company at a weighted average price of about $15.73 per share.Following the purchases, the CEO now directly owns nearly 12 million shares of the company, reinforcing strong insider confidence in SoFi’s long-term growth prospects.<h2 class="st-heading-2">SOFI Stock: What Wall Street Expects</h2>While SoFi has received multiple price target cuts from Wall Street analysts over the past week, the 12-month average price target on the stock is at $21.10, according to Koyfin data. This indicates an upside potential of nearly 30% from its last close.Of the 24 analysts covering the stock, 12 rate it a ‘Hold,’ and eight have a ‘Buy’ or higher rating. Only four analysts have a ‘Sell’ or lower rating on the stock.<h2 class="st-heading-2">What’s Retail Thinking About SoFi?</h2>Following the announcements, retail sentiment around the stock improved. On Stocktwits, it jumped from ‘bearish’ to ‘neutral’ territory over the past 24 hours, as message volumes increased to ‘normal’ levels.Retail chatter around the stock has increased by more than 839% in the past month, according to platform data.One user said, “Its already going international - if you know- you know.”<stembedurl>https://stocktwits.com/Tellyourfolkshi/message/652991535</stembedurl>Another bullish user referenced Noto’s purchase.<stembedurl>https://stocktwits.com/MatteoCef/message/652995871</stembedurl>A third user said, “If you are shorting a fundamentally strong stock with great execution and leadership like Sofi after it has already been dragged through the mud, you deserve to lose every penny.”<stembedurl>https://stocktwits.com/truesetup1/message/653026377</stembedurl>Another user predicted a price target of $80 by the end of the year.<stembedurl>https://stocktwits.com/DowntownPJ/message/653013065</stembedurl>For updates and corrections, email newsroom[at]stocktwits[dot]com

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

What’s Fueling SOFI Stock’s Sudden Turnaround After 3 Weeks Of Selling?

SoFi Technologies is set to acquire most of the U.K.-based retail investing platform PrimaryBid, according to a report from Sky News. 

<ul class="summary-bullets"><li>Wood added&nbsp;255,804 Shopify shares across her exchange-traded funds portfolio.&nbsp;</li><li>In Q1, Shopify reported a 34% year-on-year increase in revenue to $3.17 billion.&nbsp;</li><li>The e-commerce company has delivered over 30% growth in the last four quarters.&nbsp;</li></ul>Cathie Wood’s ARK Invest ramped up its exposure in Shopify (SHOP), after carrying out a fresh wave of trades following the e-commerce company’s fiscal first-quarter (Q1) earnings.&nbsp;Woods made the purchase despite the stock tanking by more than 15% as a weak growth outlook dampened investors’ enthusiasm.&nbsp;<h2 class="st-heading-2">ARK’s Confidence In SHOP</h2>Wood added&nbsp;255,804 Shopify shares across the ARK Innovation ETF (ARKK), ARK Fintech Innovation ETF (ARKF), and ARK Next Generation Internet ETF (ARKW), representing a combined position&nbsp;potentially worth over $32.6 million.&nbsp;&nbsp;The latest purchases continue a recent trend, coming just a day after ARK added over 72,000 shares of the retail platform. These repeated buys show ARK still sees Shopify as an important part of its main investment strategy.In Q1, Shopify reported revenue of $3.17 billion, marking a 34% year-on-year increase and coming in above analysts’ expectations of $3.09 billion, according to Fiscal AI. Gross Merchandise Volume also grew strongly, rising to $100.74 billion from $74.75 billion in the same quarter last year.The company expects Q2 revenue to grow in the high-20% range YoY. It has still delivered over 30% growth for at least four straight quarters.<a href="https://stocktwits.com/symbol/SHOP">Shopify stock</a> edged 0.8% higher overnight, heading into Wednesday.&nbsp;<h2 class="st-heading-2">Jefferies Sees Short-Term Growth Concerns For SHOP</h2>On Tuesday, Jefferies analyst Samad Samana reduced the price target on Shopify to $140 from $150 while keeping a ‘Hold’ rating. The firm said that although the results were strong on an absolute basis, forward guidance points to slower growth due to tougher year-over-year comparisons, which could weigh on the stock in the short term.Separately, Piper Sandler analyst James Callahan also lowered his price target to $150 from $165, while maintaining an ‘Overweight’ rating.&nbsp;<h2 class="st-heading-2">What Are SHOP Retail Traders Saying?&nbsp;</h2>On Stocktwits, retail sentiment around the stock changed to ‘extremely bullish’ from ‘bullish’ territory the previous day. Message volume increased 325% in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_05_235944_png_8c3b5a32e5.webp" alt="SHOP’s Sentiment Meter and Message Volume as of 23:45 p.m. ET on May. 5, 2026 | Source: Stocktwits" width="927" height="104"><figcaption>SHOP’s Sentiment Meter and Message Volume as of 23:45 p.m. ET on May. 5, 2026 | Source: Stocktwits</figcaption></figure>A Stocktwits user&nbsp;<a href="https://stocktwits.com/ITradeOnceADay/message/652379938">said</a>, “Was a blowout quarter, nowhere does it highlight future growth will slow down. Firing on all cylinders!,” and added that “The street must have wanted it lower - only the panic sellers lose once this slingshots up in the upcoming days.”&nbsp;&nbsp;Another user&nbsp;<a href="https://stocktwits.com/StockGeez/message/652372934">said</a>, “At this price it's almost guaranteed to outperform the S&amp;P500 over the next [pick any from 1 to 10] years.”&nbsp;SHOP stock has declined by over 33% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/pdyn-stock-slips-overnight-revenue-doubles-ceo-says-it-could-have-been-even-better/cZQyp4QRea2">PDYN Stock Slips Overnight Even As Revenue More Than Doubles: CEO Says It 'Could Have Been Even Better'</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Shopify logo displays on a mobile phone with the Shopify icon in the background.

Cathie Wood’s ARK Invest Buys More Shopify Shares, Undeterred By Slower Growth Outlook 

Shopify (SHOP) company expects second-quarter revenue to grow in the 20% range compared to last year. 

The company expects second-quarter revenue to grow in the 20% range compared to last year. 


ETFs to Watch as HOOD Lags Q1 Earnings Amid Crypto Trading Slump

HOOD sinks 13% after weak Q1 on crypto slump, pushing investors toward ETFs like FINX to tap upside while limiting single-stock risk.

<ul class="summary-bullets"><li>Coinbase CEO Brian Armstrong said the firm is slashing 14% of its staff as it adjusts to market volatility and the increasing influence of AI on productivity.</li><li>The organization is reorganizing to fewer management levels and smaller, high-impact teams to be leaner and quicker.</li><li>The decision is forward-looking, Armstrong added, stating that laid-off employees would receive sixteen weeks of severance and assistance to help them transition.</li></ul>Coinbase (COIN) Chief Executive Officer Brian Armstrong announced on Tuesday that the company will cut about 14% of its workforce as it adjusts to market conditions and the rapid rise of artificial intelligence.&nbsp;Armstrong said&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/brian_armstrong/status/2051616759145185723">on X</a> to employees that the move comes as crypto markets remain volatile and AI is drastically changing productivity for technical and non-technical teams alike, acknowledging his decision might seem “sudden and harsh.”<figure class="image"><a class="st-link-external" href="https://x.com/brian_armstrong/status/2051616759145185723?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_05_at_7_59_51_AM_png_a0ee67b8d8.webp" alt="Screenshot 2026-05-05 at 7.59.51 AM.png" width="950" height="1356"></a><figcaption>Brian Armstrong on current Coinbase layoff. Source: <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/brian_armstrong">@brian_armstrong</a>/x</figcaption></figure>Armstrong added that the layoffs were part of a broader effort to make Coinbase “emerge from this period leaner, faster, and more efficient for our next phase of growth,” emphasizing flatter organizational structures, fewer management layers, and a greater focus on small, high-impact teams.&nbsp;<h2 class="st-heading-2">Why Coinbase Is Flattening Its Organizational Structure?</h2>He explained that Coinbase is flattening its structure to speed up decision-making and decrease bureaucracy, with a maximum of five levels below the CEO/COO. He underlined that fewer levels will reduce coordination costs, enable smaller, high-context teams to move more quickly, and encourage leaders to take on larger responsibilities with more direct reports, resulting in a leaner, more efficient organization.The CEO stated that the decision was made proactively to prepare Coinbase for its next development phase, while also expressing faith in the future prospects for cryptocurrency, including stablecoins and tokenization. Acknowledging that the “business is still volatile from quarter to quarter,” he assured the firm is “well-positioned to weather any storm.” He defended the adjustments as required to retain speed and competitiveness at what he called an industry-wide tipping point.&nbsp;<h2 class="st-heading-2">Severance And Benefits: What Coinbase Employees Get</h2>Affected employees will receive severance packages, including a minimum of 16 weeks of base pay in the U.S., along with additional benefits and transition support. Armstrong acknowledged the impact of the cuts, thanking departing staff while reiterating Coinbase’s mission to build a more open financial system.<h2 class="st-heading-2">Previous Layoffs At COIN</h2>Coinbase has undergone several rounds of layoffs in the past, particularly during the 2022 to 2023 "crypto winter.” In 2022, the business cut around 1,200 workers in two waves: June and November. According to&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2022/06/14/coinbase-lays-off-18percent-as-execs-prepare-for-recession-crypto-winter.html">reports,</a> these decisions were driven by over-hiring during the 2021 bull market, a dramatic drop in crypto prices, a 27% decline in revenue, economic fears, and rising labor costs.<a href="https://stocktwits.com/symbol/COIN">COIN stock</a> was up over 3% in pre-market trade. On Stocktwits, retail sentiment around COIN remained in the ‘neutral’ zone, while chatter rose to ‘high’ from ‘normal’ levels over the past day. JPMorgan (JPM) analyst Kenneth Worthington boosted Coinbase's price target to $290 from $252, maintaining an 'Overweight' rating on the stock. At the current price of $206, an upside of over 40%.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/coinbase-teams-up-with-kemet-to-power-everything-exchange-for-institutional-traders/cZQMCdzReJF">Coinbase Teams Up With Kemet To Power ‘Everything Exchange’ For Institutional Traders</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Coinbase CEO Brian Armstrong sits silently onstage during the 2025 New York Times Dealbook Summit at Jazz at Lincoln Center on December 03, 2025 in New York City. (Photo by Michael M. Santiago/Getty Images)

Coinbase Cuts 14% Of Workforce In A ‘Harsh’ Reset Amid AI Shift – CEO Says Firm Built To ‘Weather Any Storm’

Coinbase cuts jobs amid bear market, aiming for leaner teams and faster, high-impact operations

<ul class="summary-bullets"><li>Wood added 72,322 Shopify shares across her&nbsp;exchange-traded funds portfolio.&nbsp;</li><li>Shopify reports Q1 earnings on Tuesday as investors watch its AI impact.&nbsp;</li><li>Analysts expect Q1 revenue of $3.08 billion and earnings per share of $0.33.</li></ul>Cathie Wood’s ARK Invest bought Shopify (SHOP) shares through a sizable new purchase on Monday, ahead of the e-commerce platform’s first-quarter (Q1) earnings report.&nbsp;<a href="https://stocktwits.com/symbol/SHOP">Shopify stock</a> gained nearly 2% overnight, heading into Tuesday.&nbsp;<h2 class="st-heading-2">ARK’s E-Commerce Bet On SHOP&nbsp;</h2>Wood added 72,322 Shopify shares across the ARK Innovation ETF (ARKK), ARK Fintech Innovation ETF (ARKF), and ARK Next Generation Internet ETF (ARKW)&nbsp;exchange-traded funds, representing a combined position worth over $9.2 million.&nbsp;The buy shows that ARK is still focused on companies driving long-term growth in online shopping. Shopify, which helps businesses create and run online stores, remains a key holding in ARK’s funds.&nbsp;<h2 class="st-heading-2">Shopify’s Earnings Preview And AI Focus</h2>Shopify is set to release its fiscal Q1 earnings on Tuesday, with investors closely tracking how its expanding artificial intelligence tools are aiding its business model and growth trajectory.The company has increasingly identified itself as more than just an e-commerce platform, evolving into a technology-driven system that integrates artificial intelligence across merchant operations.&nbsp;This shift has heightened expectations for the upcoming results, as markets look for proof that AI adoption is translating into stronger customer engagement and revenue growth.For Q1, Shopify expects revenue to grow by a little over 30% compared to last year. Gross profit is projected to rise by the high 20% range. Operating expenses are expected to make up about 37% to 38% of revenue, while stock-based compensation is estimated at $140 million.&nbsp;Analysts expect Q1 revenue of $3.08 billion and earnings per share of $0.33, according to Fiscal AI data. Out of the 50 analysts covering the stock, 37 have rated the stock as either a “strong buy” or “buy”, as per Koyfin data.&nbsp;<h2 class="st-heading-2">What Are SHOP Retail Traders Saying?&nbsp;</h2>On Stocktwits, retail sentiment around the stock jumped to ‘bullish’ from ‘bearish’ territory the previous day. Message volume increased 320% in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_05_011931_png_3ea45a691d.webp" alt="SHOP’s Sentiment Meter and Message Volume as of 01:00 a.m. ET on May. 5, 2026 | Source: Stocktwits" width="926" height="92"><figcaption>SHOP’s Sentiment Meter and Message Volume as of 01:00 a.m. ET on May. 5, 2026 | Source: Stocktwits</figcaption></figure>A Stocktwits user&nbsp;<a href="https://stocktwits.com/Kahorinyc1/message/652229440">said</a> the company is “is evolving from e-commerce platform → AI-powered global commerce infrastructure,” and added that “Upcoming earnings will show if growth + AI monetization are still accelerating enough to justify the premium.&nbsp;Another user called Shopify a “Great company with consistent earnings.”&nbsp;<stembedurl>https://stocktwits.com/jalomb2002/message/652254638</stembedurl>SHOP stock has declined by over 20% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nclh-stock-begins-the-week-in-red-ceo-targets-cost-reduction-demand-slump/cZQwVPiReBc">NCLH Stock Begins The Week In Red: CEO Targets 15% Cost Reduction Amid Demand Slump</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

SHOP Stock Gains Overnight As Cathie Wood’s ARK Invest Loads Up On Shopify Ahead Of Earnings 

The move highlights ARK’s continued bet on long-term growth in digital commerce. 

<ul class="summary-bullets"><li>Cerebras is aiming for a valuation of $35 billion in the IPO.</li><li>Cerebras announced a three-year deal with OpenAI in January, and its size is now pegged as larger than previously indicated.</li><li>Some investors and observers have raised concerns about the growing number of circular deals in the AI space.</li></ul>OpenAI is spending over $20 billion for chips and compute from startup Cerebras Systems, double the among previously associated with the deal, The Information reported on Thursday, citing its sources.<a href="https://stocktwits.com/symbol/CBRS">Cerebras</a> is preparing to go public – its second attempt – and is expected to make public the IPO paperwork as early as Friday, according to the&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/briefings/cerebras-prepares-public-listing-eyes-35-billion-plus-valuation?rc=prcjzy">report</a>. The company is expected to raise more than $3 billion and is targeting a valuation upwards of $35 billion.The developments are being closely watched as AI data center buildouts accelerate, boosting the fortunes of server chipmakers and other component suppliers. OpenAI and AI chip giant Nvidia are also under scrutiny for what many see as circular deals—investment-cum-purchase partnerships—that help sustain demand for their services.OpenAI, which is itself preparing to go public this year, first announced a tie-up with Cerebras in January. The AI startup agreed to purchase 750 megawatts over three years,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/technology/openai-buy-compute-capacity-startup-cerebras-around-10-billion-wsj-reports-2026-01-14/">reportedly</a> for $10 billion. Now, according to The Information’s reporting, the deal is pegged at between $20 billion and $30 billion and also involves OpenAI receiving warrants for up to 10% stake in the company.“Stock manipulation to help Cerebras price higher at IPO. Little if any money ever changes hands,” tech critic and writer of the Where's Your Ed At newsletter Ed Zitron&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/edzitron/status/2044965446122881235?s=20">said</a> on X.<h2 class="st-heading-2">What Does Cerebras Do?</h2>Founded in 2015, Cerebras builds specialized AI chips and supercomputers designed to train and run large AI models faster than traditional GPU setups, along with software and cloud services to support them.&nbsp;It positions itself as a simpler, high-speed alternative to Nvidia by using a single massive chip rather than many smaller ones. Recently, it has been expanding into AI cloud services, opening new data centers, partnering with big tech firms, and securing large compute deals.Cerebras first filed for a public listing in September 2024 and then decided to withdraw its plan and raise $1.1 billion privately in October of that year.<h2 class="st-heading-2">Retail Interest In OpenAI Ahead Of IPO</h2>OpenAI recently raised $122 billion, the largest equity funding round in history, and for the first time offered its stake to retail investors. In the round, about $3 billion was raised from individual investors and&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/cathie-wood-makes-240-m-bet-in-open-ai-s-mammoth-fundraise-as-ipo-looms/cZ7H03dRInm">$240 million</a> from Ark Investment Management’s funds,&nbsp;<a href="https://stocktwits.com/symbol/ARKK">ARK Innovation (ARKK)</a>,&nbsp;<a href="https://stocktwits.com/symbol/ARKF">ARK Fintech Innovation (ARKF)</a> and&nbsp;<a href="https://stocktwits.com/symbol/ARKW">ARK Next Generation Internet (ARKW)</a>.&nbsp;The Cathie Wood-run funds have become more popular of late due to their shareholding in marquee pre-IPO tech firms such as SpaceX and Anthropic.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/intc-amd-msft-dell-stocks-rally-is-old-guard-of-big-tech-back-in-vogue/cZJUg2xRIxJ">INTC, AMD, MSFT, DELL Stocks Rally: Is Old Guard Of Big Tech Back In Vogue?</a>&nbsp;

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

Chip Startup Cerebras Eyes $3B IPO Filing Today - What's The OpenAI Connection?

OpenAI is a major customer and now an investor in Cerebras, according to The Information.

<ul class="summary-bullets"><li>The company’s stock has gained despite a recent report from short-seller Carson Block that alleged that its profit for a specific period was fake.</li><li>Meanwhile, a Seeking Alpha report from earlier said that SoFi presented a compelling opportunity to buy on its steep correction.</li><li>According to data from Fiscal.ai, analysts expect the company to post quarterly revenues of $1.05 billion for Q1 2026, a growth of about 36% year-on-year.</li></ul>Shares of SoFi Technologies Inc. (SOFI) have jumped higher this week, gaining more than 15%, and gearing up for the best week since late November if the gains hold.The company’s stock has gained despite a recent <a href="https://stocktwits.com/news-articles/markets/equity/carson-block-sofi-enron-profits-fake/cZJ8T3rRIu1">report</a> from short-seller Carson Block that alleged that its profit for a specific period was fake, and even likened SoFi to bankrupt Enron.However, Wall Street and retail traders are bullish on the stock on its expanded digital assets offering, as well as optimism over its upcoming earnings results.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260416_035921164_png_0c09be5bf2.webp" alt="koyfin_20260416_035921164.png" width="2400" height="1240"><figcaption>SOGFI Stock Poised For Best Week Since November | Source: Koyfin</figcaption></figure><h2 class="st-heading-2">What Is Wall Street Saying?</h2>Earlier on Wednesday, Argus initiated coverage of SoFi Technologies with a ‘Hold’ rating, according to TheFly.According to data from Koyfin, eight out of 24 analysts who cover SOFI stock have a ‘Buy’ rating, while 12 have a ‘Hold’ rating. Meanwhile, the company’s shares have a 12-month average price target of $23.52, indicating an upside potential of about 25.20% from its last close.Meanwhile, a Seeking Alpha <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://seekingalpha.com/article/4890848-sofi-this-fintech-leader-is-ready-to-rebound">report</a> from earlier in the day said that SoFi presented a compelling “buy-the-dip opportunity” on its steep correction, given its intact fundamentals and growth prospects.Earlier this month, Keefe Bruyette reiterated an ‘Underperform’ rating with a $20 price target on SoFi Technologies after it expanded its digital asset offerings with SoFi Big Business Banking, as per TheFly. Keefe also said that it was "impressed" with the initial list of participants, including top cryptocurrency companies and Mastercard. The analyst said that it believes SoFi is in a "unique position to connect infrastructure across traditional finance and digital assets as one of the first movers into the space among federally regulated banks."<h2 class="st-heading-2">What Is Retail Saying?</h2>On Stocktwits, retail sentiment around SOFI stock improved to ‘bullish’ from ‘neutral’ territory over the past 24 hours, even as message volumes stayed at ‘normal’ levels.One bullish user predicted that the company would post double-beats on its upcoming earnings report and also raise guidance beyond expectations.<stembedurl>https://stocktwits.com/DisMania/message/650408200</stembedurl>Another bullish user predicted that SOFI stock would soar to over $25 per share after earnings, indicating an upside potential of about 33%. The company is slated to report its first-quarter (Q1) 2026 results on April 29.<stembedurl>https://stocktwits.com/DowntownPJ/message/650405884</stembedurl><h2 class="st-heading-2">Earnings Expectations</h2>According to data from Fiscal.ai, analysts expect the company to post quarterly revenues of $1.05 billion for Q1 2026, a growth of about 36% year-on-year. Meanwhile, earnings are expected to come in at $0.12 per share, double of what SoFi posted in the corresponding quarter of 2025.Meanwhile, the company said that it expects to post revenue of about $1.04 billion in the upcoming quarter and adjusted net income of about $160 million or $0.12 per share.Over the medium term, the company said that it expects to deliver compounded annual growth in adjusted net revenue of at least 30% from 2025 to 2028.<a href="https://stocktwits.com/symbol/SOFI/">SOFI stock</a> has gained more than 71% in the past year. Meanwhile, the <a href="https://stocktwits.com/symbol/arkf">ARK Blockchain &amp; Fintech Innovation ETF</a> (ARKF), which invests in companies across the fintech innovation sectors, has surged more than 28% in the same period.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/snap-stock-rallies-on-layoffs-updated-q1-outlook/cZJtmFWRIw8">SNAP Stock Rallies On Layoffs, Updated Q1 Outlook — What’s Wall Street Saying?</a>

SOFI Stock Heads For Best Week Since November — How Much More Upside Is Likely?

SoFi Technologies shares have a 12-month average price target of $23.52 from Wall Street analysts, according to data from Koyfin, indicating an upside potential of about 25.20% from its last close. 

<ul class="summary-bullets"><li>PLTR slid nearly 14% last week, its worst showing in a year.</li><li>Donald Trump praised Palantir’s technology for powering the U.S. defense capabilities.</li><li>Stocktwits sentiment for PLTR has improved to ‘extremely bullish.’</li></ul>Cathie Wood-led Ark Investment Management bought more shares of Palantir Technologies on&nbsp;Friday, as the stock capped its worst week in a year, even as President Donald Trump endorsed the AI data analytics firm for its role in U.S. defense.Wood’s ARK Invest acquired 85,485 shares of Palantir, valued at approximately $11.15 million, underscoring continued interest in the firm despite recent weakness. Notably, ARK reduced its position in Advanced Micro Devices, selling $10.5 million worth of stock in the latest series of trades.To be sure, Wood hasn’t been “bullish buy-only” on Palantir, but has been actively trading around the position, trimming into strength and adding on weakness.Ark made Friday’s Palantir trades on its&nbsp;<a href="https://stocktwits.com/symbol/ARKK">ARK Innovation ETF</a>,&nbsp;<a href="https://stocktwits.com/symbol/ARKQ">ARK Autonomous Technology &amp; Robotics ETF</a>,&nbsp;<a href="https://stocktwits.com/symbol/ARKW">ARK Next Generation Internet ETF</a>,&nbsp;<a href="https://stocktwits.com/symbol/ARKF">ARK Fintech Innovation ETF</a> and&nbsp;<a href="https://stocktwits.com/symbol/ARKX">ARK Space Exploration &amp; Innovation ETF</a> funds.&nbsp;<h2 class="st-heading-2">Trump Lauds Palantir</h2>Meanwhile, Trump lauded Palantir in a post to Truth Social on Friday. “Palantir Technologies (PLTR) has proven to have great war fighting capabilities and equipment,” Trump posted. “Just ask our enemies!!!”The U.S. military is reportedly utilizing Palantir’s Maven Smart System platform to identify targets in the Middle East, tied to strikes on Iran that began in late February. Palantir counts on the government, including the Pentagon and Immigration and Customs Enforcement, for more than half of its U.S. revenue, according to CNBC.As the conflict escalated, Palantir quickly became a key name on investors’ radar. However, the momentum reversed sharply last week, with PLTR tumbling nearly 14% – its worst performance in a year – as a temporary U.S.-Iran deal signaled a potential de-escalation of the war.&nbsp;The war is still not over, though. The U.S. said on Sunday that it would begin a blockade of ships entering or leaving the Strait of Hormuz, after U.S.-Iran ceasefire talks in Pakistan ended without an agreement, a development that would likely weigh on global markets as they open in the new week.<h2 class="st-heading-2">Retail View On PLTR Improves</h2>On Stocktwits, the retail sentiment for PLTR climbed higher and was ‘extremely bullish’ as of late Sunday. Still, traders remained deeply divided, with bulls pointing to the company's deepening entrenchment in critical government defense contracts, while bears question the sustainability of its premium valuation and the impact of the evolving AI landscape.“$PLTR If you haven’t figured it out by now, Trumps pltr tweet was a last chance “buy the dip” signal! It can’t get any clearer, people,” one&nbsp;<a href="https://stocktwits.com/Al_Bundy_007/message/650052343">said</a>.Another&nbsp;<a href="https://stocktwits.com/The_Fundamentalist/message/650072690">wrote</a>: “blowout earnings in 16 trading days. War is still going on. AI boom is still very much underway. Exponential growth. No debt. No close competition. CEO has Einstein hair.”Palantir has yet to set a date for its first-quarter results announcement. It typically happens in the first week of May.<h2 class="st-heading-2">Michael Burry Complicates PLTR Trade</h2>Palantir trades have been complicated by a short campaign from investor Michael Burry, a closely watched market voice best known for predicting and profiting from the 2008 financial crisis.Last week, he put out a questionable view that Palantir was losing software market share to Anthropic. He later&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/palantir-selloff-retail-traders-shrug-off-michael-burry-s-now-deleted-short-thesis-nhs-boost-adds-to-optimism/cZJgy3tRIr9">deleted those posts</a>.Burry is short on Palantir, a position he disclosed last September, and has repeatedly voiced concerns over the company’s business, including alleged inflated accounting and high spending on private jets by its chief executive, Alex Karp.With last week’s slide,&nbsp;<a href="https://stocktwits.com/symbol/PLTR">Palantir shares</a> are down 28% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/san-disk-to-join-nasdaq-100-retail-traders-debate-whether-red-hot-rally-has-more-room-to-run/cZJFSB9RIM0">SanDisk To Join Nasdaq-100: Retail Traders Debate Whether Red-Hot Rally Has More Room To Run</a>&nbsp;

The Palantir logo is displayed on a mobile phone with a financial stock graph seen in the background. (Photo Illustration by Jonathan Raa/NurPhoto via Getty Images)

PLTR Stock's Worst Week In A Year Gets A Cathie Wood Buy Amid Trump Endorsement

After a series of sales, Wood picked up over $11 million worth of Palantir shares last week. ARK reduced its position in Advanced Micro Devices, selling $10.5 million worth of stock in the latest series of trades.

After a series of sales, Wood picked up over $11 million worth of Palantir shares last week.


<ul class="summary-bullets"><li>OpenAI on Tuesday announced that it raised $122 billion in equity financing – the largest investment round for any company.</li><li>The financing and stake sale of individual investors comes ahead of a potential initial public offerings, expected towards the end of the year.</li><li>Investors are increasingly eying exposure to marquee pre-IPO tech companies such as SpaceX and Anthropic, investing into funds that own them.</li></ul>Noted tech investor Cathie Wood has poured in $240 million as part of OpenAI’s mammoth $122 billion funding round – a significant development that opens the door for retail investors to gain exposure to the world’s leading AI company, which is also gearing up for an initial public offering.The investment is made from her three exchange traded funds ARK Innovation (ARKK), ARK Fintech Innovation (ARKF) and ARK Next Generation Internet (ARKW), according to ARK Invest disclosures.&nbsp;As a percentage of their total holdings, the OpenAI stake accounts for 3.1% for ARKK, and 3.0% for ARKW and ARKF. Wood had earlier invested a similar amount in OpenAI through her venture fund, the ARK Venture Fund.Separately, OpenAI said it secured over $3 billion investment as part of the round from individual investors – a first for the company.&nbsp;OpenAI is “broadening ownership and giving more people the opportunity to share in the upside economics of OpenAI and the AI era,” it said in the&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://openai.com/index/accelerating-the-next-phase-ai/">blog post</a> announcing its fundraise on Tuesday.Although the ARK ETFs have declined in the recent months, with ARK Innovation ETF (ARKK) logged its worst quarter since early 2025, the OpenAI stake might increase their appeal.Investors are increasingly seeking exposure to marquee pre-IPO tech companies such as&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/how-to-buy-spacex-before-ipo-5-funds-owning-spacex/cZ3uVbqRIlL">SpaceX</a> and&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/anthropic-s-ipo-said-to-be-coming-as-early-as-october-here-s-how-to-pick-up-a-stake-before-it-goes-public/cZ3uU4aRIlA">Anthropic</a>, and are investing in funds that own them, Stocktwits has reported.&nbsp;Besides the ARK ETFs, KraneShares Artificial Intelligence &amp; Technology ETF (AGIX), Fundrise Innovation Fund (VCX), and Destiny Tech100 (DXYZ) are some of the funds that have seen significant interest among retail traders on Stocktwits of late.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nike-stock-tumbles-toward-9-year-low-retail-traders-shrug-off-soft-outlook/cZ7HhpHRInK">Nike Stock Tumbles Toward 9-Year Low: Retail Traders Shrug Off Soft Outlook To Scoop Up ‘Crazy Good Pricing’</a>

Cathie Wood, CEO & Chief Investment Officer of ARK Invest, speaks onstage during Day 2 of 2023 Invest Fest at Georgia World Congress Center on August 27, 2023 in Atlanta, Georgia. (Photo by Paras Griffin/Getty Images)

Cathie Wood Makes $240M Bet In OpenAI's Mammoth Fundraise As IPO Looms

OpenAI said it is broadening access to its equity to public investors through the ARK ETFs – and also separately raised $3 billion from individual investors.

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