SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Algorand is a scalable, secure, and decentralized digital currency and smart contract platform. Its protocol uses a variation of Proof-of-Stake (PoS) called Pure PoS (PPoS) to secure the network and reach consensus on block production. Developers can build decentralized applications (dApps) using familiar programming languages, including Python, which Algorand supports natively. Its infrastructure enables various use cases, including payment systems, digital identity solutions, supply-chain tracking, and financial services. The protocol's architecture allows for tokenization of assets and the development of smart contracts, while its technical specifications support both retail users seeking basic transaction capabilities and enterprises requiring more, complex, blockchain solutions.

Algorand

Algorand is trending as members of the community point to a research paper from Google's quantum team that frequently cites the protocol as a model for secure, post-quantum architecture. Investors are actively debating the long-term impact of this institutional validation, with many expressing divided views on whether this technical recognition can drive a sustainable rebound from current price levels.

Melania memes are digital collectibles intended to function as an expression of support for and engagement with the values embodied by the symbol MELANIA

Melania Trump

The community is actively discussing the Melania Trump crypto token as a prime example of a failed project, with users labeling it a "shitcoin" and a "pump and dump" scheme linked to the Trump family. Investors are venting frustration over massive losses as the price has plummeted from its initial highs, leading many to mock the token's lack of utility and criticize those who continue to hold it.

eBay, Inc. is a commerce company, whose platforms include an online marketplace and its localized counterparts, including off-platform businesses in South Korea, Japan, and Turkey, as well as eBay’s suite of mobile apps. It offers a platform for various product categories, including parts and accessories, collectibles, fashion, electronics, and home & garden. eBay generates revenue mainly through fees from sales, payment processing, and advertising. The company was founded by Pierre Morad Omidyar in September 1995 and is headquartered in San Jose, CA.

EBay Inc.

eBay Inc

eBay is seeing significant market activity and intense community debate surrounding a potential takeover rumor involving GameStop. While some traders view the speculation as a catalyst for a short squeeze or a strategic pivot for both legacy firms, many investors remain skeptical due to the financial disparity between the two companies and potential execution risks.

The 401jK (just kidding) meme is a satirical punch in the gut in the face of the concept of retirement and the popular US based 401(k) retirement plan and other pension plans around the world  Through the meme fueled humor, irony, satire &amp; inspiration from cypherpunk ideology, real life data, and current events... the 401jK community aims to comment on the fact that global markets are heavily manipulated for selfish purposes by the same people who control these pension funds... while also aiming to twist the heads of the 401k and global pension systems.  It is a retirement plan that seeks to make social, political, economic commentary fueled by the memes and dreams of the hive mind of the community that makes up 401jK  The rules have changed, and the game was always rigged.  It's time to wake up, adapt, rebel, and heal.  Welcome to 401jK

401jK

The 401JK community is actively rallying behind a meme-centric narrative that mocks traditional retirement systems, viewing their token as a grassroots "people's coin" alternative to corporate financial structures. Investors remain highly engaged through a mixture of IRL marketing raids, social media momentum, and a focus on long-term conviction, with many users highlighting the project's consistent growth in subreddit rankings and community-driven development despite broader market volatility.

Wojak ($WOJAK) is an Ethereum-based meme token inspired by the long-standing Wojak internet meme, also known as “Feels Guy.” The project aims to bring one of the internet’s most recognizable cultural symbols on-chain as a community-driven token with transparent tokenomics and permanently locked liquidity.  The Wojak meme originated around 2009–2010 on European imageboards and later became widely popular on global platforms such as Reddit, 4chan, and social media communities. Over time, the Wojak character evolved into a broad set of meme archetypes used to express emotions, social commentary, and internet culture. The token seeks to preserve and extend this meme legacy within the Web3 ecosystem.  The project operates as a community revival initiative, focusing on decentralization and transparency. The token contract has been renounced and the liquidity pool has been permanently burned to remove centralized control and reduce counterparty risk. The token has zero transaction taxes and is traded through decentralized exchanges on Ethereum.  The project does not claim utility beyond its role as a cultural and community token. Its primary purpose is to serve as a meme-driven digital asset that enables community participation, social engagement, and decentralized trading.  Key links  Website: http://wojakcto.com/  Twitter/X: https://x.com/wojakcto  Telegram: https://t.me/wojakctoeth  Dexscreener: https://dexscreener.com/ethereum/0xcaa3a16f8440f85303afaab1992f2b97d12469b1  DEXTools: https://www.dextools.io/app/ether/pair-explorer/0xcaa3a16f8440f85303afaab1992f2b97d12469b1  Etherscan: https://etherscan.io/token/0x8de39b057cc6522230ab19c0205080a8663331ef

Wojak

Wojak is gaining traction as community members emphasize its status as a foundational OG meme coin within the 4chan ecosystem, drawing frequent comparisons to the cultural impact of Pepe and Doge. Enthusiasts are actively positioning it as an undervalued asset, with discussions centered on its potential for a breakout amid a broader resurgence of meme coin culture and market liquidity.

Hemab Therapeutics Holdings, Inc. operates as a clinical-stage biotechnology company. It engages in developing therapies that reimagine the treatment of blood coagulation disorders to sustain life and human resilience. The company was founded on February 12, 2026 and is headquartered in Cambridge, MA.

Hemab Therapeutics Holdings Inc.

COAG is gaining significant community attention after appearing as a top performer, driving speculation among traders looking for the next momentum-based small-cap breakout. Investors are actively monitoring the stock for potential follow-through, citing its recent price action and technical setup as key reasons for inclusion on their watchlists.

What is DAG? In more traditional blockchains, the host provides the food/drinks (i.e resources) for this party. And when the guests arrive, the amount of resources can only accommodate so many people, the portions are small and then everything eventually runs out and the party ends. Think Constellation DAG like a potluck (a party where everyone brings food/drinks). With every added guest (node to the network), the more resources the party has to keep going. This is the nature of Constellation, a distributed system that scales horizontally.  Is Constellation a Blockchain? Not exactly. Although inspired by the principles of decentralization, many standard blockchains such as Bitcoin and Ethereum face scalability issues. This is why the next, generation of decentralized networks such as Hashgraph, IOTA, and Constellation have turned to DAG.  What is a Microservice? “Microservices” is an approach to application development in which a large application is built as a suite of modular services. Each module supports a specific business goal and uses a simple, well-defined interface to communicate with other sets of services. Uber, for example, is not a singular app purse. It is a unified app which means it is a single interface that brings together their driver app, their rider app, and their corporate team app.

Constellation

Constellation (DAG) is trending as the community highlights its potential as a critical infrastructure layer for real-world data validation, defense, and AI integration, with ongoing discussions centered on potential SEC registration milestones, network scalability, and the strategic importance of its government-level partnerships. Investors are closely monitoring the upcoming integration with an AI-focused holding company and the expansion of the metagraph ecosystem as key catalysts for long-term utility-driven growth.

The Mullen Army Token originated from a dedicated community of retail investors who faced challenges in the traditional stock market. We united to create a cryptocurrency that embodies our principles and aspirations for a fair financial system.     We provide a platform for retail investors to engage in a transparent and fair financial market. Our efforts include grassroots marketing, community engagement, and educational content to empower our investors.

MullenArmy

MullenArmy participants are actively debating the legitimacy of the MULN crypto token, with many community members drawing parallels to past financial controversies involving the same leadership and the failed EV venture. Skepticism is rampant as investors remain divided between those calling for a rebound and those labeling the token a recurring pump-and-dump scheme.

Pump.fun

The Pump.fun ecosystem is seeing renewed activity as community members push various memecoin projects, fueling speculation and engagement across social channels. Investors are actively discussing the potential for breakout price moves while weighing the high-risk nature of these viral tokens against their community-driven momentum.

The Aircoin memecoin was born from a viral Twitter post from March, 2014 which proclaimed the following:   Evolution: 1. Aircoin 2. Fartcoin 3. Artcoin  Aircoin was launched in August, 2025 and CTO'd twice, with the second CTO team bringing vast experience and expertise to the project. The team includes industry veterans and visual arts professionals.  Aircoin is destined for greatness as a premier memecoin on the BONK.fun platform.

aircoin

AIRCOIN is gaining momentum as the community highlights its long-term accumulation phase and active supply control through the AirLock mechanism. Traders are increasingly focused on the project's consistent building efforts, transparent leadership, and the narrative of digital air as a foundational, community-driven play on Solana.

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Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

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Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

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SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

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<ul class="summary-bullets"><li>Iran proposed to reopen the Strait of Hormuz in exchange for security guarantees, while delaying nuclear talks, according to Al Jazeera.</li><li>The proposal was reportedly rejected by President Trump as the US President commended the US naval actions likening them to "pirates."&nbsp;</li><li>Iran previously implemented a $1-per-barrel transit fee, payable in Bitcoin or other digital assets, to circumvent restrictions during its two-week ceasefire.</li></ul>Iran has reportedly offered to reopen the Strait of Hormuz on Saturday and end the US blockade in exchange for security guarantees, but has delayed nuclear talks but&nbsp;the proposal has been allegedly&nbsp;rejected by&nbsp;President Trump.According to an Al Jazeera<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://aje.news/o4g2s6?update=4538802">&nbsp;report</a>, a senior Iranian official was quoted as saying, “Iran has called for a reduction in tensions by reopening shipping in the Strait of Hormuz and ending the current US blockade.The proposal, which was passed through mediators, calls for delaying negotiations on Iran’s nuclear program to a later stage. Tehran sees the sequence as a strategic move to defuse immediate tensions and open the door to a broader agreement."Under this framework, the negotiations on the more complicated nuclear issue have been moved to the final stage to create a more conducive atmosphere," the official said, who spoke on condition of anonymity.&nbsp;<a href="https://stocktwits.com/symbol/XLE">Energy Select Sector SPDR ETF (XLE)</a> closed in the red, down 1.34%, but edged slightly higher after hours to $58.90. On StockTwits, retail sentiment around XLE remained in the ‘bullish’ zone, while chatter stayed at ‘normal’ levels over the past day.<h2 class="st-heading-2">Trump Calls US Navy Operation ‘Like Pirates’</h2>The US Navy had acted “like pirates”, President Trump said previously, describing a military operation to take a ship during the blockade of Iranian ports, the report stated.&nbsp;“We’re kind of like pirates, but we’re not playing games.” Trump’s piracy analogy comes as legal experts are raising alarm over Iran’s blockade of the crucial Strait of Hormuz and its plans to impose a price for ships transiting it.&nbsp;Iran reportedly suggested levying a $1-per-barrel transit tax on oil tankers during a two-week ceasefire in the Strait of Hormuz last month,&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/iran-moves-to-monetize-hormuz-oil-traffic-with-tolls-paid-in-bitcoin/cZJO660RIAE">payable in Bitcoin (BTC)</a> or other digital currencies. Officials stated the system was devised to sidestep restrictions and reduce traceability, requiring vessels to provide shipping details before payment.At the time of writing,&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> was trading at $78,225, up over 0.4% in the last 24 hours. On Stocktwits, retail sentiment around BTC dropped to the ‘bearish’ zone from ‘neutral’ zone. Chatter around it stayed at ‘normal’ levels over the past day.Read also:<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/wlfi-dumps-six-billion-tokens-quietly-crashes-again-to-new-low/cZQo9NzRee6">&nbsp;Trump-Linked WLFI Hit Another Low After Quietly Selling Nearly $6 Billions In Tokens: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

President Donald Trump conducts a news conference in the White House briefing room about the war in Iran on Monday, April 6, 2026. (Tom Williams/CQ-Roll Call, Inc via Getty Images)

Iran Offers To Reopen Strait Of Hormuz, Delays Nuclear Talks, But President Trump Rejects Proposal: Report

Iran’s proposal to reopen the Strait of Hormuz as a strategy to ease tensions and lead to a larger accord with the United States. 

Equity

<ul class="summary-bullets"><li>Robinhood CFO Shiv Verma told Stocktwits that retail participation remains “healthy” despite the broader macro backdrop, with consistent user activity.</li><li>He added that April trading activity is tracking toward one of the strongest months in company history.</li><li>Verma said prediction markets are on track to hit $3 billion for the month.</li></ul>Robinhood (HOOD) CFO Shiv Verma told Stocktwits on Tuesday that while the stock price has fallen nearly 15% on missed first-quarter earnings, the company is “winning” when it comes to expanding its user base.<a href="http://stocktwits.com/symbol/HOOD">HOOD’s stock</a> fell as much as 14.5% in midday trade on Wednesday, wiping out April gains if the losses hold till market close. The downswing came after the company reported adjusted earnings of $0.47 per share for the first quarter (Q1) after market close on Tuesday, missing Wall Street’s estimate of $0.43, according to Koyfin data. Revenue came in at $1.07 billion, also below the consensus estimate of $1.13 billion.&nbsp;"Relative to consensus, we did come a little bit lighter," Verma told Michele Steele in an <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=uwsttL43vMw">exclusive interview</a> with Stocktwits. "Volumes are really healthy, but what was lower on the back end was the pricing."&nbsp;<blockquote>“We look at market share, and are we winning? Are we delivering value for customers? And everything we're seeing there is great.”&nbsp;– Shiv Verma, Chief Financial Officer, Robinhood</blockquote>However, he said the driver wasn’t weak demand but more active traders, who sit on lower pricing tiers, flooding Robinhood in greater numbers than casual investors. "That brought down the overall pricing," Verma said. "That's a good thing. That means customers are engaged, they're using the platform."<h2 class="st-heading-2">Robinhood’s Crypto Revenue Takes Biggest Hit</h2>The biggest drag on Robinhood’s quarterly earnings came from crypto. Transaction revenue from digital assets fell 47% year-over-year, dropping from $252 million to $134 million, as a crypto slump that began late last year extended into early 2026. Verma didn't dispute it, but he pushed back on what it means for the broader business.&nbsp;He said that net deposits came in at $17.7 billion, equivalent to a 22% annualized growth rate, adding that gold subscribers hit an all-time high. Verma also noted that banking pulled in over $2 billion in assets in its first full quarter as a product. "Retail is healthy," Robinhood CFO said. "Despite the macro backdrop, we saw really good engagement from retail."&nbsp;<h2 class="st-heading-2">Q1 Was ‘Strange’ But April Is Better</h2>Verma added that April is tracking equity and options volumes at the highest month of the year, and on pace to be the second-best month in company history. Prediction markets, one of Robinhood's fastest-growing new products, are on track to hit $3 billion for the month and mark the second-highest month ever. "So while it was a strange quarter," he said, "I think people were encouraged by what we said about our new products and also how April is starting off."<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_29_141613_png_3c9246fbdd.webp" alt="Screenshot 2026-04-29 141613.png" width="1258" height="138"><figcaption>HOOD retail sentiment and message volume on April 29 as of 2:00 p.m. ET | Source: Stocktwits</figcaption></figure>HOOD’s stock was among the top trending tickers on Stocktwits at the time of writing. Retail sentiment around the company on the platform improved to ‘extremely bullish’ from ‘bullish’ over the past day. Chatter jumped to ‘extremely high’ from ‘normal’ levels.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rebrand-that-puts-lendingclub-in-sofi-lane-ceo-scott-sanborn-explains/cZBAGfxRe3m">EXCLUSIVE: LendingClub CEO Explains Why Happen Bank Rebrand Puts Company In SoFi’s Lane</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

A smartphone displays the logo of Robinhood Markets Inc. (Photo illustration by Cheng Xin/Getty Images)

EXCLUSIVE: Robinhood CFO Addresses HOOD Stock’s 14% Selloff — Says Market Is Misreading Q1 Earnings Miss

In an exclusive interview with Stocktwits, Robinhood CFO Shiv Verma said the Q1 earnings miss was driven by a surge in active traders on lower pricing tiers, not weak demand.

Why Is HOOD’s Stock Falling Today? Robinhood CFO Says The Quarter Was ‘Strange’ But The Retail Is Healthy

<ul class="summary-bullets"><li>Wood’s ARK Invest acquires $18.2 million of CoreWeave stock and $14.2 million of Alphabet stock.</li><li>Wood has been aggressively investing in both companies for at least a year.</li><li>Stocktwits sentiment was ‘neutral’ for CRWV and ‘bullish’ for GOOGL as of late Tuesday.&nbsp;</li></ul>Cathie Wood’s ARK ETFs added to their positions in Alphabet and CoreWeave on Tuesday, continuing an aggressive dip-buying streak in both stocks.The ARK Innovation ETF (ARKK) and the ARK Next Generation Internet ETF (ARKW) bought 162,306 shares of CoreWeave,&nbsp;potentially totaling $18.2 million. The ARK Innovation ETF added 40,656 shares of Alphabet at a&nbsp;potential cost of $14.2 million.The funds also&nbsp;purchased stocks of Kratos Defense and Security Solutions and Intellia Therapeutics, while trimming their holdings in Intercontinental Exchange and Roku.The trades send a notable signal ahead of a packed Wednesday for earnings. Four tech heavyweights – Amazon, Meta Platforms, Microsoft and Alphabet – are set to report after the close, with results expected to shape market direction and influence analyst sentiment around the broader AI trade.Alphabet, in particular, is on top of investors’ radars. Alphabet’s stock was the top-performing stock in the “Magnificent Seven” group last year, thanks to the release of its benchmark-setting Gemini 3 AI model, an AI partnership with Apple, and other triggers, and has climbed 12% year to date, just behind Amazon.CoreWeave is another market favorite amid strong investor interest in cloud companies, a sector at the heart of the ongoing AI-driven infrastructure boom. CoreWeave shares have gained 47% year to date and have more than doubled since the company’s initial public offering (IPO) in March last year.Wood’s ARK Investment Management has invested at least $80 million into CoreWeave and $110 million into Alphabet so far this year.On Stocktwits, the retail sentiment for&nbsp;<a href="https://stocktwits.com/symbol/CRWV">CRWV</a> dipped to ‘neutral’ from ‘bullish,’ while the sentiment for&nbsp;<a href="https://stocktwits.com/symbol/GOOGL">GOOGL</a> dropped a few points in the ‘bullish’ territory.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tx-stock-surges-overnight-on-blowout-memory-forecast-lifts-storage-peers/cZBqn4eRe3T">STX Stock Surges Overnight On Blowout Memory Forecast, Lifts Storage Peers</a>&nbsp;

Cathie Wood, Founder & CEO, Ark Invest (Photo by Joe Raedle/Getty Images)

Cathie Wood’s ARK Invest Loads Up On CRWV, GOOGL Stocks Before Mega Tech Earnings Day

Amazon, Meta Platforms, Microsoft and Alphabet are set to report after the markets close on Wednesday.

<ul class="summary-bullets"><li>The firm has been steadily adding NTLA stock across its ETFs throughout 2026, with repeated purchases in January, February, March, and now April.</li><li>RKLB stock’s sale marks ARK’s second offload this month.</li></ul>Cathie Wood’s ARK exchange-traded funds filed two big bets on Monday, loading up on Intellia Therapeutics (NTLA), which is up more than 41% this year, while selling shares of Rocket Lab (RKLB).ARK Investment Management bought shares in Intellia Therapeutics, potentially worth more than $3.5 million, through its <a href="https://stocktwits.com/symbol/ARKK">ARK Innovation ETF</a> (ARKK) and <a href="https://stocktwits.com/symbol/ARKG">ARK Genomic Revolution ETF</a> (ARKG), acquiring a total of more than 263,848 shares, according to Investing.com.Meanwhile, the investment management firm’s largest trade of the day was the sale of 50,312 shares of Rocket Lab through the <a href="https://stocktwits.com/symbol/ARKQ">ARK Autonomous Technology &amp; Robotics ETF</a> (ARKQ), potentially totaling more than $4 million.<h2 class="st-heading-2">ARK’s Consistent Confidence In Intellia</h2>ARK’s latest investment in the gene-editing company reinforces its confidence in it as an innovative healthcare solutions company in the biotechnology sector, rather than a one-time bet. The firm has been steadily adding NTLA stock across its ETFs throughout 2026, with repeated purchases in January, February, March, and now April.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_28_at_10_27_21_AM_png_f5ec0a53bb.webp" alt="Screenshot 2026-04-28 at 10.27.21 AM.png" width="1854" height="1177"><figcaption>Source: ARK Investment Management</figcaption></figure><figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_28_at_10_28_18_AM_png_1fb9515786.webp" alt="Screenshot 2026-04-28 at 10.28.18 AM.png" width="1855" height="1176"><figcaption>Source: ARK Investment Management</figcaption></figure>Intellia Therapeutics is a gene-editing company focused on developing CRISPR/Cas9-based therapeutics. On Monday, the company <a href="https://stocktwits.com/news-articles/markets/equity/ntla-stock-soars-intellia-positive-gene-therapy-trial/cZBNFouRe2C">reported positive Phase 3 trial results</a> for lonvoculin ziclumeran (lonvo-z) for the treatment of hereditary angioedema (HAE), a rare genetic condition.The company has also said that it has initiated a rolling Biologics License Application (BLA) submission to the U.S. Food and Drug Administration (FDA) for approval, and is preparing for a potential U.S. launch of lonvo-z in the first half of 2027.<h2 class="st-heading-2">Rocket Lab Offload</h2>Meanwhile, RKLB stock’s sale marks the firm’s second offload this month, even as the company’s shares have surged more than 262% in the last year, suggesting that the investment firm may be locking in gains after the rally.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_28_at_10_45_29_AM_png_645b3c168e.webp" alt="Screenshot 2026-04-28 at 10.45.29 AM.png" width="1818" height="1177"><figcaption>Source: ARK Investment Management</figcaption></figure>The space launch company specializes in small satellite launch services for commercial and government customers. Rocket Lab completed multiple Electron missions earlier this month, including its 8th launch of the year and 87th overall, reinforcing its position in the small-satellite launch market. The company also has a pipeline of upcoming missions backed by a growing backlog.<h2 class="st-heading-2">What Retail Traders Feel About NTLA, RKLB</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/NTLA">NTLA stock</a> was in the ‘extremely bullish’ territory amid ‘extremely high’ message volumes at the time of writing. For <a href="https://stocktwits.com/symbol/RKLB">RKLB stock</a>, retail sentiment was in the ‘bullish’ territory amid ‘normal’ message volumes.Meanwhile, for the ARKK and ARKQ ETFs, retail sentiment was in the ‘bearish’ territory at the time of writing, while for the ARKG ETF, it was in the ‘neutral’ territory.ARKK, ARKQ, and ARKG have gained more than 49%, 85%, and 33% in the last year, respectively.For updates and corrections, email newsroom[at]stocktwits[dot]com.

CEO & Chief Investment Officer of ARK Invest, Cathie Wood, addresses the audience at Altice Arena Centre Stage during the second day of the Web Summit 2022 in Lisbon. (Photo by Hugo Amaral/SOPA Images/LightRocket via Getty Images)

Cathie Wood's ARK Bets Bigger On This Biotech Play, Slashes Stake In This Space Stock 

ARK Investment Management bought shares worth more than $3.5 million of Intellia Therapeutics and sold shares of Rocket Lab worth more than $4 million on Monday. 

More NTLA, Less RKLB: Cathie Wood’s Latest ARK Trades Explained

<ul class="summary-bullets"><li>Burry said the move would be beneficial for Microsoft.</li><li>“The Big Short” investor started a long position in MSFT last week and backed a few other software names he believes to be oversold.</li><li>Separately, OpenAI has missed internal revenue and user targets, according to a new report in the Wall Street Journal.</li></ul>Ace investor Michael Burry, who last week took a long position in Microsoft, said Monday that its revised partnership with OpenAI is a step in the right direction and would benefit the tech giant.OpenAI and Microsoft&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://openai.com/index/next-phase-of-microsoft-partnership/">announced</a> an amended agreement on Monday, under which Microsoft would no longer have an exclusive right to sell OpenAI’s models, allowing the AI firm pursue deals with cloud-computing rivals like Amazon.com.&nbsp;In return for dropping that exclusivity – which had supported Microsoft’s cloud growth in the early phase of the AI boom – the software giant will stop paying a revenue share on OpenAI offerings sold through its Azure cloud platform.Burry, writing in his Substack messaging channel,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://substack.com/chat/6819723/post/095daaae-c4d5-4da5-bf9f-7e9b323076d5">said</a>: “Good for MSFT.” He did not elaborate. Microsoft shares ended marginally higher on Monday, but declined 0.3% in the overnight session.Burry also&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/michael-big-short-burry-leans-into-bombed-out-msft-pypl-adbe-stocks-while-shorting-chip-rally/cZBW8i0ReTa">recently purchased</a> additional stakes in GameStop, Adobe, PayPal, and the stock market index operator MSCI.<h2 class="st-heading-2">MSFT Stock Under Pressure</h2>Once the first-mover in AI, Microsoft has been a laggard of late. A broad-based selloff in software stocks and reports of simmering tensions with OpenAI have pressured shares in recent&nbsp;months. MSFT stock is down&nbsp;12% year to date versus the 5% gains in the benchmark S&amp;P 500 Index; it’s the second-worst-performing stock in the Magnificent Seven group behind Tesla.The revised agreement helps quell speculation about a potential rift between Microsoft and OpenAI, which last year transitioned to a for-profit structure as it gears up for an initial public offering (IPO). Last month, the Financial Times reported that Microsoft had&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/microsoft-backed-open-ai-now-it-may-sue-over-a-rival-cloud-deal-here-s-what-s-at-stake/cZ37cZNRIgE">considered suing</a> OpenAI over its deal with Amazon Web Services, alleging the arrangement used contractual structuring to sidestep the terms of its pact with Microsoft.Investors are now turning to Microsoft’s fiscal third-quarter earnings report, which is scheduled to be released in post-market hours on Wednesday. Analysts expect revenue to rise 16% to $81.4 billion and adjusted earnings to rise 18% to $4.07 per share.<h2 class="st-heading-2">More Troubles For OpenAI?</h2>Meanwhile, OpenAI recently missed its own targets for new users and revenue, stumbles that have raised concerns among some company leaders, according to a Wall Street Journal&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/tech/ai/openai-misses-key-revenue-user-targets-in-high-stakes-sprint-toward-ipo-94a95273?mod=e2tw">report</a> on Monday,&nbsp;citing people familiar with the matter.&nbsp;CFO Sarah Friar reportedly told company leaders that she is worried OpenAI might be&nbsp;unable to pay for future computing contracts if revenue doesn’t grow fast enough.&nbsp;CEO Sam Altman has yet to comment on the report. On Monday, however, he posted on X about the revised Microsoft agreement and, in separate posts, described a $20 subscription for the Codex tool as "a really good deal" and added that "we love our users."On Tuesday, arguments will begin in Elon Musk’s high-profile lawsuit against Altman and OpenAI, in which the Tesla CEO and early investor alleges the company strayed from its original mission and defrauded him by converting to a for-profit structure. The jury trial is being held in federal court in Oakland, California.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dynatrace-stock-jumps-after-hours-as-activist-starboard-reportedly-builds-stake/cZB805iRe5R">Dynatrace Stock Jumps After-Hours As Activist Starboard Reportedly Builds Stake</a>&nbsp;

OpenAI CEO Sam Altman speaks during the BlackRock Infrastructure Summit on March 11, 2026 in Washington, DC. (Photo by Anna Moneymaker/Getty Images)

Michael Burry Says OpenAI Exclusivity Breakup Is 'Good For MSFT' Amid Buzz Of Bigger Problems At Sam Altman's Firm

In an amended agreement announced Monday, Microsoft has given up rights to exclusively sell OpenAI’s AI models and services on its cloud platform.

<ul class="summary-bullets"><li>The company stated that 62% of the patients in the trial who received lonvo-z were entirely free of HAE attacks during the six-month evaluation period, compared to 11% of patients who received placebo.</li><li>Lonvo-z is a one-time treatment administered in an outpatient setting.</li><li>Intellia Therapeutics also stated that it has initiated a rolling Biologics License Application submission to the U.S. Food and Drug Administration.</li></ul>Shares of Intellia Therapeutics Inc. (NTLA) soared in Monday’s pre-market trade after the company reported positive Phase 3 trial results in its therapy for a rare genetic condition.<a href="https://stocktwits.com/symbol/NTLA">Intellia Therapeutics shares</a> were up more than 9% before the bell on Monday, on track for the biggest gains in this month so far. NTLA was the top trending ticker on the platform at the time of writing.<h2 class="st-heading-2">Rare Genetic Condition Trial Meets All Endpoints</h2>Intellia Therapeutics stated that its Phase 3 trial of lonvoculin ziclumeran (lonvo-z) met the primary and secondary endpoints, with favorable safety and tolerability.The Cambridge, Massachusetts-based biopharmaceutical company evaluated lonvo-z for the treatment of hereditary angioedema (HAE), a rare genetic condition characterized by recurrent, sometimes life-threatening episodes of swelling (angioedema) in different parts of the body. This includes the face, upper airway, abdomen, and extremities due to bradykinin overproduction.The company designed lonvo-z as a one-time treatment that is administered in an outpatient setting. Lonvo-Z is an in vivo CRISPR gene-editing candidate designed to disable the kallikrein B1 (KLKB1) gene, aiming to permanently reduce kallikrein and bradykinin levels.“For those patients who have spent years battling unpredictable breakthrough swelling attacks, anxiety about their next attack or the many burdens associated with chronic prophylactic treatment, lonvo-z represents a potential paradigm shift in treatment,” said Intellia Therapeutics CEO John Leonard.The company stated that 62% of the patients in the trial who received lonvo-z were entirely free of HAE attacks during the six-month evaluation period, compared to 11% of patients who received a placebo.<h2 class="st-heading-2">Intellia Submits Application For FDA Approval</h2>Intellia Therapeutics also stated that it has initiated a rolling Biologics License Application (BLA) submission to the U.S. Food and Drug Administration (FDA) for approval.It is also preparing for a potential U.S. launch of lonvo-z in the first half of 2027.Intellia Therapeutics stated that it will present additional data at the 2026 European Academy of Allergy and Clinical Immunology Congress in June this year.The company said that one in 50,000 people is estimated to be affected by HAE.<h2 class="st-heading-2">How Did Retail Traders React?</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/NTLA">Intellia Therapeutics</a> trended in the ‘extremely bullish’ territory, with message volumes at ‘extremely high’ levels at the time of writing.One user stated that gene editing is the future.<stembedurl>https://stocktwits.com/2h2guard/message/651485761</stembedurl>Another bullish user recommended investing now before it is too late for the perfect buying opportunity.<stembedurl>https://stocktwits.com/JuniorStocka/message/651485649</stembedurl><a href="https://stocktwits.com/symbol/NTLA">NTLA stock</a> is up 52% year-to-date and 67% over the past 12 months. The ARK Innovation ETF (ARKK) is up 53% over the past 12 months, while the S&amp;P Biotech ETF (XBI) is up 65%.The iShares Russell 2000 ETF (IWM) is up 43% during this period, while the Vanguard Small-Cap Growth Index Fund ETF Shares (VBK) is up 36%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/qcom-stock-highest-level-3-months-wall-street-not-bullish-q2-earnings/cZBNZwBRe2M">QCOM Stock On Track To Open At Highest Levels In 3 Months, But Wall Street Is Cautious Ahead Of Q2 Earnings</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Intellia Therapeutics, building exterior and company sign, Cambridge, Massachusetts, USA. (Photo by: Spencer Grant/GHI/UCG/Universal Images Group via Getty Images)

NTLA Jumps Premarket On Positive Late-Stage Trial Data For Gene-Editing Therapy — Retail Says Buy Now Before It’s Too Late

Intellia Therapeutics stated that its Phase 3 trial of lonvoguran ziclumeran met the primary and secondary endpoints, with favorable safety and tolerability.

<ul class="summary-bullets"><li>If data from a third-stage trial is supportive, the company expects to submit an application to the U.S. Food and Drug Administration (FDA) seeking approval for the therapy in the second half of 2026.&nbsp;</li><li>The company will announce the data on Monday.&nbsp;</li><li>In addition to lonvoguran ziclumeran, Intellia is also developing another therapy called Nexiguran Ziclumeran (Nex-z) for Transthyretin (ATTR) Amyloidosis.</li></ul>Shares of Intellia Therapeutics (NTLA) jumped 22% after hours on Friday after the company said that it will announce clinical data from the late-stage trial of its experimental therapy lonvoguran ziclumeran (lonvo-z) in hereditary angioedema (HAE) on Monday.Lonvo-z is designed to inactivate a gene in the liver, dramatically reducing or eliminating HAE attacks via a one-time treatment. Hereditary angioedema (HAE) is a rare, autosomal dominant genetic disorder causing recurrent, severe, non-itchy swelling in the limbs, face, intestinal tract, and airway.Intellia completed enrollment of 80 patients in the global study in September 2025, ahead of schedule. If data from the trial is supportive, the company expects to submit an application to the U.S. FDA seeking approval for the therapy in the second half of 2026, with a launch planned for the first half of 2027.In addition to lonvoguran ziclumeran, Intellia is also developing another therapy called Nexiguran Ziclumeran (Nex-z) for Transthyretin (ATTR) Amyloidosis. The U.S. Food and Drug Administration imposed a clinical hold on the company’s clinical trials in October after a patient experienced severe liver complications and subsequently died, but lifted the hold earlier this year, allowing the trials to proceed.<h2 class="st-heading-2">How Did Retail Traders React?</h2>On Stocktwits, retail sentiment around NTLA stayed within the ‘extremely bullish’ territory over the past 24 hours, while message volume rose from ‘high’ to ‘extremely high’ levels. &nbsp;A Stocktwits user highlighted that the data announcement is coming earlier than expected and wondered if the move signals confidence. In February, the company had pitched the data announcement for mid-2026.&nbsp; <stembedurl>https://www.stocktwits.com/Monkey7779192/message/651352863</stembedurl>Another user warned caution in light of the stock surge.<stembedurl>https://www.stocktwits.com/sister/message/651352429</stembedurl>A third user said that they have “a good feeling” about the upcoming readout.<stembedurl>https://www.stocktwits.com/Beyzade/message/651356875</stembedurl><a href="https://stocktwits.com/symbol/NTLA">NTLA stock </a>has gained 67% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/ihrt-stock-soars-on-merger-talks-with-sirius-xm-report/cZBhkrJRecp">IHRT Stock Soars On Merger Talks With Sirius XM: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

NTLA Stock Rockets After Hours Before Critical Data For Genetic Disorder Therapy 

Lonvo-z is designed to inactivate a gene in the liver, dramatically reducing or eliminating HAE attacks via a one-time treatment.

<ul class="summary-bullets"><li>DeepSeek’s new V4-Pro model trails only Google’s Gemini 3.1-Pro for world knowledge and the overall performance is only “marginally short” of OpenAI’s GPT‑5.4, the company said.</li><li>The V4-Pro delivered better results than Anthropic’s Sonnet 4.5 but came in behind the U.S. startup’s flagship Opus 4.6 model.</li><li>DeepSeek added that the V4 series has been tested on Huawei’s Ascend NPUs, marking a milestone for Chinese chips.</li></ul>DeepSeek, one of the most important and closely watched AI startups from China, on Friday released its latest AI models and touted its ability to go toe-to-toe with AI from U.S. rivals such as OpenAI, Anthropic and Google.The release comes after a long period of lull and over a year since its then-flagship model, the DeepSeek-R1, sent shockwaves through the global tech scene by matching benchmark capacities while being developed at a fraction of the cost of Western models.In the WeChat release, DeepSeek said its V4-Pro and V4-Flash were nearly as proficient as the top-of-the-line AI models in the market.The Pro model beats all rival open models for maths and coding, and trails only Google’s Gemini 3.1-Pro for world knowledge, DeepSeek said. Its performance is “marginally short” of OpenAI’s GPT‑5.4 model.It beats Anthropic’s Sonnet 4.5 in user experience and delivers output quality closer to Opus 4.6’s non-thought mode, though it still lags behind Opus 4.6’s thought mode, the company said.<h2 class="st-heading-2">DeepSeek’s V4 Runs On Huawei Chips</h2>DeepSeek also said it has successfully tested one of V4’s core efficiency methods across both Nvidia GPUs and Huawei’s Ascend NPUs, marking a milestone for Chinese chips.&nbsp;In a WeChat update, Huawei added that its Ascend platform now provides full-stack compatibility for DeepSeek V4 models.While DeepSeek has repeatedly delayed releasing a major model update, domestic tech giants Alibaba and ByteDance have aggressively pushed out updates.Alibaba, which has pushed updates each month of the year, is rapidly pivoting Qwen toward agentic AI, multimodal capabilities, and mass consumer adoption.<h2 class="st-heading-2">OpenAI, Anthropic Prep For IPO</h2>The development comes as OpenAI and Anthropic prepare for their initial public offerings (IPOs), likely to arrive in the final quarter of 2026. Anthropic recently disclosed that its annual revenue run rate had hit $30 billion, surpassing that of OpenAI.Both firms are yet to file their paperwork. However, retail investors are already gaining exposure to these marquee pre-IPO tech names through funds such as ARK Innovation (ARKK), Fundrise Innovation Fund (VCX), Destiny Tech100 (DXYZ), and KraneShares Artificial Intelligence &amp; Technology ETF (AGIX).Ark Invest recently&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">picked up</a> a $240 million stake in OpenAI through its funds ARKK, ARK Fintech Innovation (ARKF), and ARK Next Generation Internet (ARKW). Stocktwits previously published explainers on investing in&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&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/how-to-buy-spacex-before-ipo-5-funds-owning-spacex/cZ3uVbqRIlL">SpaceX</a> ahead of their IPOs.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/poet-stock-eyes-best-week-in-nearly-2-years-traders-now-hint-at-a-possible-amazon-connection/cZBWyz4ReTs">POET Stock Eyes Best Week In Nearly 2 Years: Traders Now Hint At A Possible Amazon Connection</a>&nbsp;

Deepseek logo is screened on a mbolie phone for illustration photo. (Photo by Beata Zawrzel/NurPhoto via Getty Images)

China’s DeepSeek Releases New AI Models It Claims ‘Nearly’ Match Up To OpenAI, Anthropic Tech

DeepSeek said it tested the latest V4 models on Huawei chips, signaling a shift in China's AI stack.

<ul class="summary-bullets"><li>Freedom Capital said while there’s “strong potential” for stablecoin adoption, there is uncertainty around macro factors that could adversely impact Circle’s stock, like further delays in the CLARITY Act’s passage.</li><li>The ‘Hold’ rating comes after Compass Point downgraded CRCL’s stock to ‘Sell’ from ‘Neutral’ earlier this month.</li><li>Retail investors on Stocktwits expressed skepticism about near-term progress on the CLARITY Act, though many continue to view eventual passage as a meaningful catalyst for Circle.</li></ul>Shares of Circle Internet Group (CRCL) dropped on Tuesday amid weakness in the broader market after Freedom Capital initiated coverage of the company with a cautious ‘Hold’ rating.<a href="https://stocktwits.com/symbol/CRCL/">CRCL’s stock</a> tumbled more than nearly 6% in midday trade amid&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-warns-military-raring-to-go-bomb-iran-expect-great-deal/cZBISeARICw">broader market weakness</a>, after a momentary dip below $100 before climbing back up. The shares tested the $100 psychological support level in the prior session as well, before closing at around $106. Retail sentiment around the USDC (USDC) stablecoin issuer remained in ‘neutral’ territory over the past day, accompanied by ‘low’ levels of chatter.Freedom Capital put a price target of $120 on the stock, implying a potential upside of 20%, according to a note to investors cited by TheFly. The firm said it saw “strong potential” for stablecoin adoption, specifically for USDC, which dominates around 25% of the total stablecoin market. This positions Circle as a key player in the broader digital assets ecosystem as the leading issuer of compliant stablecoins, the analyst added.&nbsp;However, Freedom Capital also warned that there is uncertainty around several potential outcomes, including the trajectory of interest rates, commercial adoption of stablecoins, regulatory changes, and rising competitive dynamics, which could impact CRCL’s stock price.<h2 class="st-heading-2">CLARITY Act Remains Unclear</h2>The CLARITY Act has been&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/clarity-bill-on-crypto-seems-to-be-stalled-in-the-congress-waller-says/cZbvLKuR4or">stuck in limbo</a> since late January, when it was originally scheduled for a markup in the Senate. While the bill passed the House in July 2025 and cleared the Senate Agriculture Committee in January 2026, it has yet to advance through the Senate Banking Committee.The debate over&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/clarity-act-draft-curbs-stablecoin-yield/cmUXRLLR44K">stablecoin yield</a> between the cryptocurrency and banking industries delayed the progress, and a&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/tim-scott-says-clarity-act-timeline-unclear-eyes-summer-completion/cZJqQRTRIv4">new draft</a> is yet to be debated for discussion. Lawmakers are now targeting a late-April markup following the Easter recess, with a potential full Senate vote expected in the coming weeks if the process moves forward.Retail investors on Stocktwits indicated that they were not optimistic about the chances of CLARITY passing this month, but maintained that it will be a catalyst for the company once it becomes law.<stembedurl>https://www.stocktwits.com/SocialistMoneyMan/message/650800048</stembedurl><stembedurl>https://www.stocktwits.com/zfloos/message/650743530</stembedurl><h2 class="st-heading-2">CRCL Stock Downgrade Adds Pressure</h2>This cautious rating comes after Compass&nbsp; Point downgraded Circle’s stock to ‘Sell’ from ‘Neutral’ earlier this month and trimmed its price target to $77, down from $79. The firm said Circle’s gross margins contracted in the first half of the year despite USDC’s resilience in this cycle.According to consensus estimates on Koyfin, the average price target on CRCL’s stock stands at $128.33, implying a potential upside of over 28% from current levels. Out of the 23 analysts covering the shares, two gave CRCL a ‘Strong Buy’ rating, nine recommended ‘Buy’, and the largest cohort of 10 analysts rated the shares ‘Hold.’ The remaining two gave CRCL’s stock a ‘Sell’ rating.The shares have gained more than 23% this year and are up over 45% since Circle’s New York Stock Exchange debut in June.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/poet-cfo-calls-short-sellers-maggots-dismisses-wolfpack-tax-day-fears/cZBIifdRICV">EXCLUSIVE: POET CFO Hits Back At Wolfpack Report, Calls Short Sellers ‘Maggots’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

CRCL Stock Tests $100 Support Level After Freedom Capital Issues Cautious ‘Hold’ Rating

Freedom Capital put a price target of $120 on the stock, implying a potential upside of 20%, lower than the consensus estimate of $128.

Cryptocurrency

Freedom Capital put a price target of $120 on the stock, implying a potential upside of 20%, lower than the consensus estimate of $128.


<ul class="summary-bullets"><li>AMZN stock jumped over 2% in after-hours following the announcement.</li><li>Some traders&nbsp;are now eyeing Amazon’s Q1 report next week as the major catalyst.</li><li>Stocktwits sentiment for AMZN remained unchanged at ‘bullish.’</li></ul>Amazon.com Inc. is doubling down on its partnership with Anthropic, committing up to $25 billion under an arrangement that includes purchasing each other’s services. The structure has renewed concerns around so-called circular deals, with some retail traders questioning how much real upside the agreement delivers.Even though Amazon’s shares gained over 2% in the after-market session on Monday and rose further overnight, following the joint announcement, the retail sentiment reading for AMZN did not budge.&nbsp;<h2 class="st-heading-2">Retail Traders Proceed With Caution</h2>On Stocktwits, the sentiment remained ‘bullish,’ unchanged since last Friday. The sentiment for Anthropic was ‘bearish.’ Retail traders and analysts broadly sounded upbeat, but certain pockets of the market sounded skeptical.“$AMZN almost a $3T company moving like this on a $30B investment,” said a user, one user&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/Dejantrades/message/650825813">said</a>, pointing to what some see as outsized market reactions to AI-related updates.&nbsp;Another&nbsp;<a href="https://stocktwits.com/fckrddt/message/650829416">wrote</a>: “$AMZN so last month Amazon dropped from $240 to $190 because it was investing in AI, and today it rises after hours because it's investing more in AI? and I am supposed to believe the market is fair and they don't make s*** up as they go?”On the other hand, certain traders argued that the deal “locks in” future revenue. “$AMZN they just locked in a $100B in AWS revs and 5 GW high margin Tranium over ten years. $5B capex now and rest later is well worth guaranteed profitable sales,”&nbsp;<a href="https://stocktwits.com/jcd42/message/650830207">said</a> a user.&nbsp;<h2 class="st-heading-2">Amazon Deepens Anthropic Tie-Up</h2>Amazon was one of Anthropic’s early backers, having already invested upwards of $8 billion into the AI company. Most of Anthropic’s services and computing resources are hosted on servers operated by Amazon Web Services. With a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/anthropic-tops-open-ai-on-revenue-with-30-b-run-rate-while-space-x-plans-june-investor-roadshow-ahead-of-mega-ip-os/cZJJmVzRIpR">sharp rise in sales</a> and a battery of new AI launches, Anthropic is seen threatening OpenAI’s pole position as the two firms prepare to go public later this year.Under the latest deal, Amazon will invest $5 billion in Anthropic upfront and up to an additional $20 billion in the future, tied to certain commercial milestones. Anthropic has committed to spending more than $100 billion on AWS technologies over the next 10 years, including current and future generations of Trainium, Amazon’s custom AI chips.&nbsp;<h2 class="st-heading-2">AWS Cloud Math, Chip Boost</h2>Corey Quinn, a cloud economics expert at Duckbill,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/quinnypig/status/2046349914809291044">questioned</a> on X how much of Amazon’s investment is being made in the form of AWS credits – a point that has repeatedly surfaced in discussions around AWS, with some arguing that credit-based, service-for-service arrangements are a key driver of AWS growth.“Amazon has compute, so Anthropic has to pay for their compute and let them invest in the company,” CNBC’s Jim Cramer&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/jimcramer/status/2046399188330573983">said</a> on X. “Circular deals are meant to puff up earnings. No earnings are being puffed here, believe me. However, we are seeing a solid return on the data center now. Jensen was right all along.”A circular deal is when companies fund or pay each other in ways that loop revenue back (such as investing in a partner that then spends it on your services), inflating growth metrics without real independent demand.However, the Anthropic deal&nbsp;is a strong fit for Amazon’s chips business. “Trainium is the next custom AI chip to catch fire as demand for AI compute knows no limit,”&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/danielnewmanUV/status/2046342010479534311">said</a> Daniel Newman, CEO of The Futurum Group.Amazon recently revealed that the chip business, which includes Graviton processors, Trainium AI chips, and Nitro networking cards, ​has an ⁠annualized revenue run-rate of over $20 billion.In another bullish signal, Cathie Wood’s ARK Space Exploration &amp; Innovation ETF (ARKK) increased its Amazon position with the purchase of an additional $874,955 worth of shares on Monday.Traders are now keeping&nbsp;a close eye on Amazon’s quarterly report due on April 29. As of the last close,&nbsp;<a href="https://stocktwits.com/symbol/AMZN">Amazon’s shares</a> are up 7.6% 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/apple-after-tim-cook-analysts-see-continuity-pick-not-vision-play-under-new-ceo-john-ternus/cZBIPluRIzz">Apple After Tim Cook: Analysts See Continuity Pick, Not Vision Play Under New CEO John Ternus</a>&nbsp;

In this photo illustration logo of Anthropic is displayed on a mobile phone screen in front of the Amazon logo on a computer screen. (Photo by Harun Ozalp/Anadolu via Getty Images)

AMZN Stock Extends Gains Overnight On Anthropic Boost — But 'Circular Deal' Fears Are Keeping Retail On Edge

Amazon has committed to invest up to $25 billion in Anthropic. In return, the AI startup will double down its spending on Amazon Cloud Services over the next decade.

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