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Ripple is the catchall name for the cryptocurrency platform, the transactional protocol for which is actually XRP, in the same fashion as Ethereum is the name for the platform that facilitates trades in Ether. Like other cryptocurrencies, Ripple is built atop the idea of a distributed ledger network which requires various parties to participate in validating transactions, rather than any singular centralized authority. That facilitates transactions all over the world, and transfer fees are far cheaper than the likes of bitcoin. Unlike other cryptocurrencies, XRP transfers are effectively immediate, requiring no typical confirmation time.  Ripple was originally founded by a single company, Ripple Labs, and continues to be backed by it, rather than the larger network of developers that continue bitcoin’s development. It also doesn’t have a fluctuating amount of its currency in existence. Where bitcoin has a continually growing pool with an eventual maximum, and Ethereum theoretically has no limit, Ripple was created with all of its 100 billion XRP tokens right out of the gate. That number is maintained with no mining and most of the tokens are owned and held by Ripple Labs itself — around 60 billion at the latest count.  Even at the recently reduced value of around half a dollar per XRP, that means Ripple Labs is currently sitting on around $20 billion worth of the cryptocurrency (note: Ripple’s price crashed hard recently, and may be worth far less than $60 billion by time you read this). It holds 55 billion XRP in an escrow account, which allows it to sell up to a billion per month if it so chooses in order to fund new projects and acquisitions. Selling such an amount would likely have a drastic effect on the cryptocurrency’s value, and isn’t something Ripple Labs plans to do anytime soon.  In actuality, Ripple Labs is looking to leverage the technology behind XRP to allow for faster banking transactions around the world. While Bitcoin and other cryptocurrencies are built on the idea of separating financial transactions from the financial organizations of traditional currencies, Ripple is almost the opposite in every sense.  XRP by Ripple price can be found on this page alongside the market capitalization and additional stats.

Ripple

XRP is trending as investors debate whether the current price action signals a sustainable breakout or another temporary pump, with community sentiment sharply divided between long-term believers and vocal skeptics. Discussions are centered on the token's relationship with broader market movements and speculative hopes for future regulatory clarity and institutional adoption.

Cingulate, Inc. operates as a clinical stage bio pharmaceutical company using a Precision Timed Release drug delivery platform technology to build a pipeline of next-generation pharmaceutical products. The firm initially focused on the treatment of Attention Deficit/Hyperactivity Disorder (ADHD). It identifies and evaluates additional therapeutic areas, PTR technology employed to develop future product candidates. Cingulate was founded by Shane J. Schaffer, Craig Steven Gilgallon, Raul R. Silva, Matthew N. Brams in May 2012 and is headquartered in Kansas City, KS.

Cingulate Inc

Cingulate is seeing a massive surge in trading volume and investor interest as the community positions itself ahead of a critical May FDA decision for its ADHD drug, CTx-1301. Investors are actively discussing the potential impact of an anticipated U.S. patent approval on the stock, drawing parallels to previous market rallies while debating the impact of recent financing moves on the company's long-term valuation.

Strive, Inc. engages in the provision of an asset management Bitcoin treasury. It is focused on maximizing value for shareholders, accumulating bitcoin and outperforming bitcoin over the long run. The company was founded by Arshia Sarkhani, Jackson Fairbanks, Arman Sarkhani, and Kyle Fairbanks on March 9, 2022 and is headquartered in Dallas, TX.

Strive Inc. - Ordinary Shares - Class A

Strive Inc.

Strive Inc. is seeing heightened community engagement as traders react to the stock's high-beta correlation with Bitcoin and its ongoing transition into a crypto-focused treasury company. Discussion is currently polarized, with bulls pointing to the company's Bitcoin holdings and potential for long-term re-rating against net asset value, while bears frequently cite concerns over dilution, reverse splits, and the high costs of operational debt.

GODS token is the currency used in the blockchain-based online trading card game, Gods Unchained. The token will act as a governance so players will be able to decide the development direction of the game. Players can also use the token to mint rare cards. Most importantly, the GODS token will be an integral part of the play to earn concept of the game.

Gods Unchained

Gods Unchained is trending as the community speculates on a potential price breakout, citing its gaming utility and low market capitalization relative to peers as catalysts. Traders are actively debating technical patterns like the cup-and-handle and monitoring for a broader rotation into the gaming sector, with many expressing optimism for long-term growth and high-percentage gains.

VanEck ETF Trust - VanEck Gold Miners ETF

VanEck Gold Miners ETF

The VanEck Gold Miners ETF (GDX) remains a major focal point as investors debate whether mining stocks can decouple from volatile gold and silver spot prices amidst ongoing geopolitical tensions and fiscal policy shifts. The community is actively discussing Elliott Wave technical patterns, potential margin calls, and the broader macro implications of central bank activity on the metals complex.

CytomX Therapeutics, Inc. is a clinical-stage, oncology-focused biopharmaceutical company, which engages in the development of conditionally activated, biologics localized to the tumor microenvironment. The company was founded by Frederick W. Gluck and Nancy E. Stagliano in September 2010 and is headquartered in South San Francisco, CA.

CytomX Therapeutics Inc

CytomX Therapeutics is seeing significant volatility and high trading volume following the release of promising Phase 1 expansion data for its colorectal cancer treatment, Varsetatug Masetecan. While bulls are energized by positive clinical signals and analyst price target upgrades, the community is actively debating the impact of the newly announced public offering and the long-term dilution risks inherent in clinical-stage drug development.

Dogecoin is a cryptocurrency based on the popular "Doge" Internet meme and features a Shiba Inu on its logo. Dogecoin is a Litecoin fork. Introduced as a "joke currency" on 6 December 2013, Dogecoin quickly developed its own online community and reached a capitalization of US$60 million in January 2014. Compared with other cryptocurrencies, Dogecoin had a fast initial coin production schedule: 100 billion coins were in circulation by mid-2015, with an additional 5.256 billion coins every year thereafter. As of 30 June 2015, the 100 billionth Dogecoin had been mined.   Dogecoin was created by Billy Markus from Portland, Oregon and  Jackson Palmer from Sydney, Australia. Both wanted to create a fun cryptocurrency that will appeal beyond the core Bitcoin audience. Dogecoin is primarily used as a tipping system on Reddit and Twitter where users tip each other for creating or sharing good content. The community is very active in organising fundraising activities for deserving causes.  The developers of Dogecoin haven’t made any major changes to the coin since 2015. This means that Dogecoin could get left behind and is why Shibas are leaving Dogecoin to join more advanced platforms like Ethereum. One of Dogecoin strengths is its relaxed and fun-loving community. However, this is also a weakness because other currencies are way more professional.  To purchase Dogecoin, it involves downloading a crypto wallet, setting up a crypto exchange account and then trading away for your desired crypto currency. Once we have set up an account with a DOGE currency exchange and deposited some funds, you are ready to start trading.

Dogecoin

Dogecoin is trending as investors debate whether potential integration into Xs upcoming payment system serves as a long-term catalyst or just a temporary pump. While some community members remain skeptical, citing historical price patterns and bearish sentiment, others are actively loading up on shares in anticipation of a significant breakout.

Bitwise XRP ETF - Common Shares Of Beneficial Interest

Bitwise XRP ETF

XRP is trending amid a surge in institutional activity, highlighted by a notable streak of daily inflows into newly launched spot ETFs that continues to attract retail attention. Despite ongoing volatility and community debates over its long-term utility versus market speculation, holders remain focused on the potential impact of global regulatory milestones and increased banking partnerships on future liquidity.

Aeluma, Inc. engages in developing semiconductors for sensing, communication, and computing applications. The firm is also involved in manufacturing devices using compound semiconductor materials on large-diameter substrates that are commonly used to manufacture mass market microelectronics. The company was founded by Jonathan Klamkin and Lee McCarthy on February 28, 2019 and is headquartered in Goleta, CA.

Aeluma Inc

Aeluma is currently trending due to intensifying speculation surrounding its proprietary III-V-on-silicon photonics technology, which investors view as a critical, scalable solution for the power-efficiency bottlenecks in AI data centers. The community is actively discussing the stock's potential for high-volume commercial adoption, citing recent patent filings, government contracts, and the strategic addition of veteran industry leadership as key indicators that the company is transitioning from R&D to market-ready commercialization.

ProShares Trust - ProShares Ultra Bloomberg Natural Gas 2x Shares

ProShares Ultra Bloomberg Natural Gas

ProShares Ultra Bloomberg Natural Gas ($BOIL) is seeing intense trading activity as market participants clash over conflicting narratives surrounding Middle East geopolitical disruptions and U.S. natural gas fundamentals. Community members are actively debating whether the ongoing supply-chain volatility in the Strait of Hormuz will trigger a sustained price breakout or if high storage levels and shoulder-season demand will ultimately lead to another technical collapse.

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<ul class="summary-bullets"><li>Analyst Matt Bryson said Micron's Q2 outlook now appears more favorable than previously anticipated.</li><li>Micron has been included in the S&amp;P 500 index,&nbsp;effective March 23.&nbsp;</li><li>The company has guided to Q2 revenue of $18.7 billion and adjusted earnings per share of $8.42.</li></ul>Wedbush analyst Matt Bryson has increased the price target for Micron Technology Inc. to $500 from $320, maintaining an ‘Outperform’ rating on the stock ahead of its second-quarter earnings on March 18.&nbsp;The new price target implies a potential 23% upside to the stock’s closing price on Thursday.&nbsp;<h2 class="st-heading-2">Positive Momentum In Memory Chips</h2>Wedbush highlighted stronger-than-expected trends in the memory market, signaling optimism for Micron's (MU) upcoming earnings and guidance.&nbsp;According to Bryson, Micron's second-quarter (Q2) outlook now appears more favorable than previously anticipated, with expectations for both the NAND and DRAM segments to rise by 30% to 50%. The analyst emphasized that industry discussions following the Chinese New Year have not indicated any slowdown in memory demand, suggesting continued growth.<a href="https://stocktwits.com/symbol/MU">Micron’s stock</a> traded over 4% higher on Friday.&nbsp;<h2 class="st-heading-2">S&amp;P 500 Inclusion And Q2 Outlook&nbsp;</h2>Even though memory stocks have cooled lately, Micron has been drawing fresh interest as investors feel optimistic about the company joining the S&amp;P 500 index,&nbsp;effective March 23.&nbsp;The company forecast Q2 revenue of $18.7 billion, plus or minus $400 million, compared with analyst expectations of $19.09 billion. Micron also guided to adjusted earnings of $8.42 per share, plus or minus $0.20 in Q2, compared with consensus estimates of $8.58, according to Fiscal AI data.&nbsp;<h2 class="st-heading-2">What Are Stocktwits Users Saying?&nbsp;</h2>On Stocktwits, retail sentiment around the stock changed to ‘neutral’ from ‘bearish’ territory the previous day amid ‘normal’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_13_104403_png_b833f33d1e.webp" alt="MU’s Sentiment Meter and Message Volume as of 10:45 a.m. ET on Mar. 13, 2026 | Source: Stocktwits" width="932" height="97"><figcaption>MU’s Sentiment Meter and Message Volume as of 10:45 a.m. ET on Mar. 13, 2026 | Source: Stocktwits</figcaption></figure>A Stocktwits user said Micron has been steadily growing their net worth.<stembedurl>https://stocktwits.com/mnjclough1/message/647458311</stembedurl>Another bullish user called the stock the ‘safest and best’ investment.&nbsp;<stembedurl>https://stocktwits.com/A_War_Is_Coming/message/647453775</stembedurl>MU stock has gained over 341% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/hegseth-says-us-on-track-neutralize-iran-military-capabilities-strait-of-hormuz-tensions-oil-spotlight/cZdDQI1RIaD">Hegseth Says US On Track To Neutralize Iran’s Military Capabilities As Strait Of Hormuz Tensions Keep Oil In The Spotlight</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Micron Technology Ink logo is displayed on a mobile phone with the company branding visible in the background. (Photo by Jonathan Raa/NurPhoto via Getty Images)

 MU Stock Has Gained 46% This Year – But Wedbush Sees A Further 23% Upside

The firm cited stronger-than-anticipated momentum in the memory market, boosting confidence in Micron’s upcoming earnings and outlook.

Equity

<ul class="summary-bullets"><li>Cody Acree said&nbsp;Marvell’s expanding set of revenue drivers should outweigh concerns about individual projects.&nbsp;</li><li>BofA said the earnings call increased confidence that Marvell is well-positioned in AI-related optical connectivity technologies.</li><li>Morgan Stanley increased its price target to $103 from $95 while keeping an ‘Equal Weight’ rating.</li></ul>Wall Street is exuding confidence about Marvell Technology Inc. (MRVL), with analysts upgrading the stock and raising price targets, highlighting its exposure to artificial intelligence infrastructure and cloud computing demand.The company reported fourth-quarter (Q4) revenue of&nbsp;$2.22 billion and adjusted earnings per share (EPS) of $0.80, both surpassing the analysts’ consensus estimates of $2.2 billion and $0.79, respectively, according to Fiscal AI data.&nbsp; &nbsp;<h2 class="st-heading-2">Benchmark Issues Strong Upgrade</h2>Cody Acree at Benchmark upgraded Marvell shares to ‘Buy’ from ‘Hold’ and assigned a $130 price target, according to TheFly. Acree noted that although the company may share design responsibilities for Amazon.com Inc.’s (AMZN) upcoming Trainium 3 chip program with another partner, the potential impact is limited compared with the broader growth opportunities ahead.According to the analyst, Marvell’s expanding set of revenue drivers should outweigh concerns about individual projects.&nbsp;<a href="https://stocktwits.com/symbol/MRVL">Marvell stock</a> traded over 11% in Friday’s premarket.&nbsp;On Stocktwits, retail sentiment around the stock changed to ‘extremely bullish’ from ‘bullish’ territory the previous day. Message volume changed to ‘extremely high’ from ‘normal’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_06_070548_png_549fae473f.webp" alt="MRVL’s Sentiment Meter and Message Volume as of 07:00 a.m. ET on Mar. 6, 2026 | Source: Stocktwits" width="932" height="100"><figcaption>MRVL’s Sentiment Meter and Message Volume as of 07:00 a.m. ET on Mar. 6, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Bank Of America Sees AI Networking Upside</h2>BofA also upgraded the stock to ‘Buy’ from ‘Neutral’ and lifting the price target to $110 from $90. The firm said management’s commentary during the earnings call increased confidence that Marvell is well-positioned in AI-related optical connectivity technologies used inside modern data centers.BofA highlighted opportunities tied to a potential custom semiconductor program with Microsoft Corp. (MSFT) and suggested that Marvell could be moving past a transition phase related to processor changes at Amazon.<h2 class="st-heading-2">Citi And Morgan Stanley Raise Their Price Targets</h2>Citigroup raised its price target on Marvell to $118 from $113 while maintaining a ‘Buy’ rating. The firm pointed to rising spending by hyperscale cloud providers and increased demand for AI networking equipment.&nbsp;Morgan Stanley increased its price target to $103 from $95 while keeping an ‘Equal Weight’ rating on the stock. Meanwhile, analyst Leon Chen of KGI Securities also upgraded the stock to ‘Outperform’ from ‘Neutral’ and set a $110 price target.MRVL stock has gained over 4% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ibg-stock-surges-pre-market-today-retail-eyes-its-nano-float-and-upcoming-block-fuel-energy-merger/cZdhUdkRIEN">IBG Stock Surges 70% Pre-Market Today: Retail Eyes Its ‘Nano Float’ And Upcoming BlockFuel Energy Merger</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

MRVL Surges 12% Pre-Market: Wall Street Upgrades Stock As AI And Cloud Chips Demand Shines

Cody Acree at Benchmark upgraded Marvell shares to ‘Buy’ from ‘Hold’ and assigned a $130 price target. 

Top Themes for 2026: AI, Defense, and Infrastructure

BlackRock's Jay Jacobs discusses thematic investing ideas for 2026.

<ul class="summary-bullets"><li>Morgan Stanley analyst Keith Weiss cited operational challenges in a constrained supply environment.</li><li>The firm said it would look for several improvements, including expanding active power capacity beyond 850 megawatts, and resolving past data center construction delays before turning constructive.</li><li>CoreWeave is scheduled to report fourth-quarter fiscal 2025 results on February 26.</li></ul>CoreWeave Inc. (CRWV) shares slid on Friday after Morgan Stanley’s initiation cast a cautious tone just days before the company’s quarterly earnings release.&nbsp;According to a Barron’s&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.barrons.com/articles/coreweave-stock-power-ai-earnings-0e3d5b5a">report</a>, the firm assigned the cloud infrastructure provider an “Equal Weight” rating and set a $99 price target, suggesting only modest upside from recent levels.<h2 class="st-heading-2">Execution In Focus</h2>Morgan Stanley analyst Keith Weiss cited operational challenges in a constrained supply environment as a primary reason for the tempered outlook. He pointed to difficulties in fulfilling customer demand and noted that some dissatisfied clients have pursued legal action.The firm acknowledged that CoreWeave has landed and broadened significant agreements with some of the most sophisticated generative AI customers in the market. However, the firm stressed that investor confidence hinges on tangible execution milestones.<a href="https://stocktwits.com/symbol/CRWV">CoreWeave stock</a> tumbled over 12% by Friday afternoon. On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘low’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_20_121818_png_01b2e4ba28.webp" alt="CRWV’s Sentiment Meter and Message Volume as of 12:15 p.m. ET on Feb. 20, 2026 | Source: Stocktwits" width="936" height="106"><figcaption>CRWV’s Sentiment Meter and Message Volume as of 12:15 p.m. ET on Feb. 20, 2026 | Source: Stocktwits</figcaption></figure>Morgan Stanley indicated it would look for several improvements before turning more constructive. Among them are expanding active power capacity beyond 850 megawatts, resolving past data center construction delays, converting development projects into realized capital spending, and diversifying its customer base.<h2 class="st-heading-2">Additional Pressure Points</h2>Compounding the negative sentiment, a Business Insider&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.businessinsider.com/blue-owl-financing-lancaster-data-center-coreweave-2026-2">report</a> said that Blue Owl Capital Inc. (OWL) was unable to secure financing for a proposed data center transaction involving CoreWeave, creating fresh uncertainty around expansion efforts.CoreWeave is scheduled to report fourth-quarter (Q4) fiscal 2025 results on February 26. Analysts expect revenue of approximately $1.53 billion, and an adjusted loss per share of $0.49, according to Fiscal AI data.&nbsp;CRWV stock has gained over 114% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/paramount-clears-key-us-antitrust-review-pursuit-of-warner-bros-discovery/cZRN93sR4xj">Paramount Clears Key US Antitrust Review In $77.9 Billion Pursuit Of Warner Bros. Discovery</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of AI cloud-computing startup CoreWeave is displayed on a smartphone screen on May 16, 2025 in Suqian, Jiangsu Province of China. 

CoreWeave Stock Tumbles 12% — Analyst Flags Execution Risks Ahead Of Earnings

According to a Barron’s report, Morgan Stanley assigned the cloud infrastructure provider an “Equal Weight” rating and set a $99 price target, suggesting only modest upside from recent levels.

<ul class="summary-bullets"><li>The company achieved positive group adjusted earnings before interest, taxes, depreciation, and amortization of $15 million in Q4.</li><li>Cost of revenue rose to $68.5 million in Q4 from $21.1 million a year ago, reflecting the expansion in data centers and related leasing agreements.</li><li>CEO Arkady Volozh said the company looks to end 2026 with annual recurring revenue between $7 billion and $9 billion.&nbsp;</li></ul>Nebius Group N.V. (NBIS)&nbsp;drew significant interest from retail traders on Wednesday after the company reported its fourth-quarter (Q4) earnings.The company reported&nbsp;a 547% year-on-year increase in&nbsp;Q4 revenue to&nbsp;$227.7 million, which was below the analysts’ consensus estimate of $242.79 million, according to Fiacla AI data.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Following the announcement,&nbsp;<a href="https://stocktwits.com/symbol/NBIS">Nebius’ stock</a> traded over 5% lower on Thursday morning.&nbsp;However, on Stocktwits, retail sentiment around the stock improved to ‘extremely bullish’ to ‘bullish’ territory the previous day. Message volume shifted to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_12_094710_png_86dd7cd9ee.webp" alt="NBIS’s Sentiment Meter and Message Volume as of 09:45 a.m. ET on Feb. 12, 2026 | Source: Stocktwits" width="932" height="102"><figcaption>NBIS’s Sentiment Meter and Message Volume as of 09:45 a.m. ET on Feb. 12, 2026 | Source: Stocktwits</figcaption></figure>The stock saw an 80% surge in retail messages over the past 24 hours as of Thursday morning.&nbsp;A Stocktwits user lauded the earnings and said the company is ‘going in [the] right direction’.<stembedurl>https://stocktwits.com/Pp1988/message/644781908</stembedurl>Another user emphasized that Nebius is playing the long game and long-term investors will be happy.&nbsp;<stembedurl>https://stocktwits.com/cleanair/message/644778005</stembedurl><h2 class="st-heading-2">Cost And Operational Efficiency</h2>The firm’s cost of revenue rose to $68.5 million in Q4 from $21.1 million a year ago, reflecting the expansion in data centers and related leasing agreements. Despite the increase, costs as a percentage of revenue fell to 30%, down from 60% last year, signaling improved operating leverage.<blockquote>“We are on track to end the year with ARR of $7 billion to $9 billion.”-Arkady Volozh, Founder and CEO, Nebius</blockquote>The company achieved positive group adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) of $15 million in Q4, a turnaround from a $63.9 million loss a year earlier. The core AI cloud segment generated $51.8 million in adjusted EBITDA, with a 24% margin, offsetting losses from other business units such as Avride and TripleTen.NBIS stock has gained over 121% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/the-big-short-investor-michael-burry-reflects-on-palantir-s-billions-in-losses-before-2020-debut/cZRTNcbR4rL">‘The Big Short’ Investor Michael Burry Reflects On Palantir’s Billions In Losses Before 2020 Debut</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

NBIS Stock Tumbles 5% After Q4 Revenue Miss, But Retail Says Company Is ‘Going In Right Direction’

The company reported a 547% year-on-year increase in Q4 revenue to $227.7 million, which was below the analysts’ consensus estimate of $242.79 million, according to Fiacla AI data. 

<ul class="summary-bullets"><li>The driverless technology developer said the change will take effect after markets close on February 27.</li><li>The MSCI China Index serves as a key gauge for large- and mid-cap Chinese stocks</li><li>On Sunday, Pony AI unveiled the first production-ready unit of its seventh-generation bZ4X Robotaxi.</li></ul>Pony AI Inc. (PONY) said on Wednesday that it has earned a spot in the widely tracked MSCI China Index.The driverless technology developer said the change will take effect after markets close on February 27, marking a notable development for the robotaxi industry and for investors tracking Chinese equities.<h2 class="st-heading-2">Pony AI Added To MSCI China Index</h2>The inclusion positions Pony as the first pure-play robotaxi operator to join the benchmark, underscoring its expanding footprint in self-driving technology and commercialization.<blockquote>“This inclusion comes as Pony.ai advances into a new stage of scaled mass production and commercial deployment.”-James Peng, Chairman and CEO, Pony.ai&nbsp;</blockquote>Following the update,&nbsp;<a href="https://stocktwits.com/symbol/PONY">Pony stock</a> inched 0.5% higher in Wednesday’s premarket. On Stocktwits, retail sentiment around the stock jumped to ‘bullish’ from ‘neutral’ territory the previous day amid ‘high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_11_051642_png_bc6e986743.webp" alt="PONY’s Sentiment Meter and Message Volume as of 05:15 a.m. ET on Feb. 11, 2026 | Source: Stocktwits" width="930" height="106"><figcaption>PONY’s Sentiment Meter and Message Volume as of 05:15 a.m. ET on Feb. 11, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Why This MSCI Inclusion Matters?&nbsp;</h2>The MSCI China Index is a key gauge of large- and mid-cap Chinese stocks, and asset managers worldwide rely on it to shape portfolios and measure returns. Admission typically reflects strong liquidity and market-value thresholds, criteria that can elevate a company’s standing with institutional investors.&nbsp;Pony.ai’s operation centers on its own technology platforms, called PonyWorld and Virtual Driver. These systems support the growth of its robotaxi and self-driving truck services. The company operates in several regions, including China, parts of Europe, East Asia, and the Middle East.<h2 class="st-heading-2">Robotaxi Scale-Up Gains Momentum&nbsp;</h2>On Sunday, Pony AI unveiled the first production-ready unit of its seventh-generation bZ4X Robotaxi, built with support from Toyota’s China operations. The companies aim to scale output rapidly, targeting more than 1,000 units of the model this year, as Pony.ai advances plans to surpass 3,000 robotaxis in operation by late 2026.PONY stock has gained over 4% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mcd-stock-heads-for-second-day-in-green-ahead-of-q4-earnings/cZb6eykR4qB">MCD Stock Heads For Second Day In Green Ahead Of Q4 Earnings: Can Value Deals And Loyalty Drive Another Beat?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Pony.ai booth is seen during the 21st Shanghai International Automobile Industry Exhibition (Auto Shanghai 2025) at the National Exhibition and Convention Center (Shanghai) on April 26, 2025 in Shanghai, China. (Photo by VCG/VCG via Getty Images)

This AI Autonomous Driving Firm Joins MSCI China Index —What’s On The Cards? 

The inclusion positions Pony as the first pure-play robotaxi operator to join the benchmark, underscoring its expanding footprint in self-driving technology and commercialization.

<ul class="summary-bullets"><li>The termination of the Standby Equity Purchase Agreement, originally signed on Aug. 26, 2024, is effective immediately with no remaining obligations.&nbsp;</li><li>The company had only utilized the facility once since its 1-for-10 reverse stock split became effective on Dec. 12, 2025.&nbsp;</li><li>Following the changes, the company currently has around 5.8 million shares outstanding.</li></ul>Brand Engagement Network, Inc. (BNAI) announced on Thursday that it has ended its agreement with YA II PN, Ltd., an affiliate of Yorkville Advisors Global, LP, that allowed the company to sell up to $50 million of its stock.&nbsp;The termination of the Standby Equity Purchase Agreement, originally signed on Aug. 26, 2024, is effective immediately with no remaining obligations.&nbsp;<h2 class="st-heading-2">Facility Use And Reverse Split</h2>The company had only utilized the facility once since its 1-for-10 reverse stock split became effective on Dec. 12, 2025. Brand Engagement’s management chose to terminate the standby agreement, ensuring no outstanding draws or debts remain under the previous arrangement.&nbsp;This step is part of a broader effort to streamline financing. Following the update, Brand Engagement’s stock traded over 44% higher in Thursday’s premarket.&nbsp;On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory amid ‘high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_05_073623_png_622d564a1a.webp" alt="BNAI’s Sentiment Meter and Message Volume as of 07:30 a.m. ET on Feb. 5, 2026 | Source: Stocktwits" width="934" height="99"><figcaption>BNAI’s Sentiment Meter and Message Volume as of 07:30 a.m. ET on Feb. 5, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Private Placement And Balance Sheet</h2>The company recently completed the first installment of a $1.518 million premium private placement and plans to close the remaining portions in February and March 2026. The company highlighted that recent warrant exercises, debt conversions, and private placement activities have reinforced its financial position, maintaining liquidity without major shareholder dilution.<blockquote>"We remain focused on maintaining a disciplined capital strategy and a clean capital structure as we scale revenue-generating deployments,"&nbsp;-Tyler Luck, CEO, Brand Engagement Network.</blockquote>Following these changes, the company currently has around 5.8 million shares outstanding, with approximately 3.3 million shares available in the public float.&nbsp;In late January, The AI-driven chat company gained attention after revealing a partnership with Valio Technologies to license its AI in South Africa.BNAI stock has gained over 471% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/meta-stock-sees-retail-caution-amid-big-tech-ai-investment-surge/cZbZ4L1R4VL">Meta Stock Sees Retail Caution Amid Big Tech’s AI Investment Surge</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Rising stock market chart on a trading board background.

Why Did BNAI Stock Soar 44% Pre-Market Today? 

Brand Engagement Network ended the $50 million Standby Equity Purchase Agreement with YA II PN, Ltd., an affiliate of Yorkville Advisors Global, LP.

<ul class="summary-bullets"><li>Tim Long of Barclays lowered his price target for Super Micro to $38 from $43 while maintaining an ‘Equal Weight’ rating.</li><li>Needham trimmed its price target to $40 from $51 but kept a ‘Buy’ rating.</li><li>Needham emphasized that the lower target reflects a compression of multiples across the AI hardware market.</li></ul>Super Micro Computer Inc. (SMCI) is experiencing a mix of analyst reactions after posting significant revenue growth in its fiscal second quarter (Q2). While sales surged due to large-scale customer deployments, margin pressures and sector-wide trends in AI hardware have prompted multiple firms to adjust their price targets.The company’s Q2&nbsp;net sales came in at $12.7 billion with earnings per share (EPS) of $0.69. Both the metrics surpassed the analysts’ consensus estimate of $10.34 billion and $0.49, respectively, according to Fiscal AI data.&nbsp;<h2 class="st-heading-2">Analysts Adjust Price Target</h2>Tim Long of Barclays lowered his price target for Super Micro to $38 from $43 while maintaining an ‘Equal Weight’ rating, noting that Q2 revenue more than doubled from the prior quarter, according to TheFly.&nbsp;The increase was fueled by accelerated deployments among major clients, although gross margins tightened as expected, he added.&nbsp;Meanwhile, Needham trimmed its price target to $40 from $51 but kept a ‘Buy’ rating. The firm highlighted that strong earnings stemmed from a major customer expanding its data center footprint, while Super Micro’s DCBBS – Data Center Building Block Solutions, gained traction with key clients.&nbsp;However, Needham emphasized that the lower target reflects a compression of multiples across the AI hardware market.<a href="https://stocktwits.com/symbol/SMCI">Super Micro stock</a> traded over 12% higher on Wednesday morning. On Stocktwits, retail sentiment around the stock improved to ‘extremely bullish’ from ‘bullish’ territory the previous day. Message volume shifted to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_04_102540_png_91bc868765.webp" alt="SMCI’s Sentiment Meter and Message Volume as of 10:15 a.m. ET on Feb. 3, 2026 | Source: Stocktwits" width="930" height="104"><figcaption>SMCI’s Sentiment Meter and Message Volume as of 10:15 a.m. ET on Feb. 3, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Mizuho Maintains Neutral Outlook</h2>Mizuho analyst Vijay Rakesh raised the price target slightly to $33 from $31 and maintained a ‘Neutral’ rating, citing robust results but persistent challenges from competition and margin pressure.&nbsp;Super Micro’s performance highlights the dual forces affecting the AI and data center sectors: strong adoption of specialized offerings like Data Center Building Block Solutions (DCBBS) alongside margin pressures from supply and pricing shifts.SMCI stock has gained over 13% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amd-ceo-2026-major-inflection-year-fueled-by-ai-driven-cpu-demand/cZbjcr9R4Zx">AMD CEO Says 2026 Will Be A Major ‘Inflection Year,’ Fueled By AI-Driven CPU Demand</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Super Micro Computer, Inc. logo is seen displayed on a smartphone screen. 

SMCI’s Strong Q2 Performance Draws Mixed Signals From Wall Street — Here’s What Analysts Are Saying

Tim Long of Barclays said the second-quarter revenue increase was fueled by accelerated deployments among major clients, although gross margins tightened as expected.

<ul class="summary-bullets"><li>Deutsche Bank cited signs of strengthening demand and potential upside to revenue forecasts for the cloud infrastructure provider.</li><li>CoreWeave has been gaining attention as demand for generative artificial intelligence infrastructure has picked up.</li><li>On Monday, Nvidia made a fresh $2 billion investment in CoreWeave to boost&nbsp;the development of more than 5 gigawatts of AI factories by 2030.</li></ul>Deutsche Bank has upgraded CoreWeave Inc. (CRWV) to a ‘Buy’ rating from ‘Hold’, setting a new target price of $140 per share ahead of the company’s upcoming fourth-quarter earnings.&nbsp;The price target implies a potential 43% upside to CoreWeave’s closing price as of Monday.&nbsp;<a href="https://stocktwits.com/symbol/CRWV">CoreWeave stock</a> traded over 6% higher in Tuesday’s premarket.&nbsp;<h2 class="st-heading-2">Analyst Rationale&nbsp;</h2>Deutsche Bank cited signs of strengthening demand and potential upside to revenue forecasts for the cloud infrastructure provider as key reasons behind the upgrade, according to TheFly.CoreWeave has been gaining attention as demand for generative artificial intelligence infrastructure picks up pace, with the company focusing on delivering high-performance computing capacity to major clients.&nbsp;The firm sees room for analysts’ revenue expectations for the company to climb materially through 2026 if the business can execute on its planned capacity and maintain contracted commitments.<h2 class="st-heading-2">Nvidia’s Investment&nbsp;</h2>On Monday, Nvidia made a fresh $2 billion investment in CoreWeave to boost&nbsp;the development of more than 5 gigawatts of AI factories by 2030. CoreWeave will use Nvidia’s high-performance computing platform to design and operate AI factories, with the latter also helping acquire land, utilities, and infrastructure necessary for factory construction.Post the deal announcement, Jefferies said Nvidia’s backing through land access and ready-powered facilities should lower operational risks and make it easier for CoreWeave to grow. The firm also noted that Nvidia is expected to assist CoreWeave in bringing its SUNK and Mission Control software to customers.<h2 class="st-heading-2">All Eyes On Q4 Earnings&nbsp;</h2>The company is scheduled to report its Q4 earnings on February 9, and analysts see a revenue of $1.53 billion with a loss per share (EPS) of $0.49.&nbsp;On Stocktwits, retail sentiment around the stock jumped to ‘bullish’ from ‘neutral’ territory the previous day. Message volume shifted to ‘extremely high’ from ‘normal’ levels in 4 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_27_053124_png_9ff3207f61.webp" alt="CRWV’s Sentiment Meter and Message Volume as of 05:30 a.m. ET on Jan. 27, 2026 | Source: Stocktwits" width="932" height="96"><figcaption>CRWV’s Sentiment Meter and Message Volume as of 05:30 a.m. ET on Jan. 27, 2026 | Source: Stocktwits</figcaption></figure>CRWV stock has gained over 145% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/coinbase-addresses-crypto-next-risk-quantum-computing/cmyaplKR4hy">What Happens To Crypto If Quantum Computers Break Encryption? Coinbase Is Taking Early Steps To Address Threats</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

CoreWeave logo is displayed on a mobile phone, with the company's branding visible in the background, in this photo illustration in Brussels, Belgium, on November 10, 2025. 

CoreWeave Gets Wall Street Upgrade As AI Demand Builds

The firm sees room for analysts’ revenue expectations for the company to climb materially through 2026 if the business can execute on its planned capacity.

CoreWeave (CRWV Stock) Gets Wall Street Upgrade As AI Demand Builds

The firm sees room for analysts’ revenue expectations for the company to climb materially through 2026 if the business can execute on its planned capacity.


<ul class="summary-bullets"><li>Huazhi Group brings high-performance computing resources and advanced AI algorithm development to MAAS.</li><li>MAAS plans to integrate Huazhi’s computing prowess with its own technology to establish a vertically integrated platform.&nbsp;</li><li>The acquisition deal is expected to be completed by late February.&nbsp;</li></ul>Maase Inc. (MAAS) announced on Friday that it has agreed to acquire full ownership of Times Good, a holding company for Huazhi Future (Chongqing) Technology Co.'s operations.&nbsp;The deal represents a strategic push as MAAS seeks to broaden its presence in advanced AI and computing infrastructure. MAAS will pay roughly RMB1.1 billion ($157 million) to secure 100% of Times Good’s equity, which controls the Huazhi Group. The payment combines 87,400,144 newly issued Class A ordinary shares and $26 million in cash, to be paid within a year of closing.&nbsp;The newly issued shares will be locked up for five years after the deal is finalized, which is expected by late February 2026. Following the announcement, Maase's<a href="https://stocktwits.com/symbol/MAAS"> stock</a> traded over 9% higher on Friday morning.&nbsp;<h2 class="st-heading-2">What Did Stocktwits Users Say?&nbsp;</h2>On Stocktwits, retail sentiment around the stock leapt to ‘extremely bullish’ from ‘extremely bearish’ territory the previous day. Message volume shifted to ‘extremely high’ from ‘low’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_23_103341_png_e39cb6bccb.webp" alt="MAAS’s Sentiment Meter and Message Volume as of 10:15 a.m. ET on Jan. 23, 2026 | Source: Stocktwits" width="926" height="99"><figcaption>MAAS’s Sentiment Meter and Message Volume as of 10:15 a.m. ET on Jan. 23, 2026 | Source: Stocktwits</figcaption></figure>A bullish Stocktwits user lauded the acquisition.&nbsp;<stembedurl>https://stocktwits.com/squirrellame/message/642684246</stembedurl>Another user said that the company offered a unique combination of infrastructure and AI.&nbsp;<stembedurl>https://stocktwits.com/KelliShaw54/message/642684261</stembedurl>Huazhi Group brings high-performance computing resources and advanced AI algorithm development to MAAS. Its systems support training and rollout of AI applications, aiding large enterprises in digital transformation.&nbsp;<h2 class="st-heading-2">Building A Full Technology Stack</h2>MAAS plans to integrate Huazhi’s computing clusters, algorithm frameworks and data expertise with its own technology to establish a vertically integrated platform.&nbsp;This would span from foundational computing and intelligence capabilities to smart hardware and full-scenario services, giving the company a hold over every major component of its AI ecosystem.&nbsp;MAAS stock has declined by over 57% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/intel-draws-mixed-street-reaction-after-strong-q4-but-cautious-2026-outlook/cmyR7jNR4gj">Intel Draws Mixed Street Reaction After Strong Q4 But Cautious 2026 Outlook</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Why Did MAAS Stock Gain Over 9% Today?

Maase will pay roughly RMB1.1 billion ($157 million) to secure 100% of Times Good’s equity, which controls the Huazhi Group.

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