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Invesco QQQ Trust Series 1

"What's Updog?" is a Community Led token.

UpDog

UpDog is capturing attention through a combination of whale accumulation activity and active community campaigns focused on organic growth. Investors are buzzing about the project's long-standing presence on the Solana network and its frequent appearances on trending lists, often rallying around lighthearted dad-joke branding.

Terra is a decentralized financial payment network that rebuilds the traditional payment stack on the blockchain. Luna is the reserve currency of the Terra platform. It has three core functions: i) mine Terra transactions through staking, ii) ensure the price stability of Terra stablecoins and iii) provide incentives for the platform’s blockchain validators.

Terra Luna Classic

Terra Luna Classic is trending as investors debate the impact of ongoing monthly burn programs and upcoming community-led project launches on the chain's potential recovery. Market sentiment remains polarized, with many users focused on long-term accumulation and the prospects of a future supply shock, while others remain skeptical about the asset's utility and history.

Aerodrome Finance is a next-generation AMM designed to serve as Base's central liquidity hub, combining a powerful liquidity incentive engine, vote-lock governance model, and friendly user experience. Aerodrome inherits the latest features from Velodrome V2.

Aerodrome Finance

Aerodrome Finance is seeing renewed momentum as investors track the project's recent listing on Robinhood alongside major milestones in protocol revenue and ongoing supply-reduction efforts. The community is actively debating the project's long-term utility as the central liquidity hub on Base, with many focused on upcoming growth phases and institutional-grade adoption.

Optical Cable Corp. engages in the business of manufacturing fiber optic and copper data communication cabling and connectivity solutions primarily for the enterprise market and various harsh environment, specialty markets, and the wireless carrier market offering integrated suites of high-quality products which operate as a system solution or seamlessly integrate with other components. Its products include fiber optic and copper cabling, hybrid cabling, fiber optic and copper connectors, specialty fiber optic, copper and hybrid connectors, fiber optic and copper patch cords, pre-terminated fiber optic and copper cable assemblies, racks, cabinets, datacom enclosures, patch panels, face plates, multimedia boxes, fiber optic reels, and other cable and connectivity management accessories. The company was founded on June 10, 1983 and is headquartered in Roanoke, VA.

Optical Cable Corp.

Optical Cable Corp is trending as investors monitor its role in the data center and fiber infrastructure boom, with the community closely tracking potential execution of its strategic partnership with Lightera. While sentiment remains divided between those betting on long-term value from increased fiber demand and those wary of the stock's low-float volatility and historical revenue headwinds, the ticker continues to attract attention during retail momentum cycles.

Dumb SEND IT

Dumb SEND IT ($DSIT) is gaining momentum as a community-driven low-cap memecoin on Solana, with investors actively discussing its rapid growth and the developer's commitment to community engagement through frequent airdrops and transparency. Supporters are rallying behind the project's 'dumb send' philosophy, frequently comparing its early-stage potential to other successful runners while focusing on social media trending and viral expansion.

RAGE GUY (RAGE) is a cryptocurrency inspired by the Rage Guy meme, one of the earliest and most recognizable characters from internet rage comics. The project captures the cultural legacy of early meme history and brings it onto the blockchain in tokenized form. It is designed as a community-driven digital asset that celebrates internet culture, nostalgia, and the role memes play in shaping online communities.

Rage Guy

RAGE is generating significant community buzz as holders celebrate the restoration of iconic internet culture and original comic-building tools. The community is actively rallying around the token, emphasizing a long-term vision and persistent content creation as they aim for mass adoption.

Lido DAO

Lido DAO is drawing significant community attention as investors debate the potential for a protocol-wide buyback mechanism and its positioning as a leading liquid staking solution. While some participants express frustration over recent price volatility and developer activity, others view the current price as an accumulation opportunity, pointing to the protocol's high total value locked and inclusion in major institutional crypto funds.

Jupiter is a cryptocurrency exchange platform on the Solana blockchain, offering features such as token swapping, limit orders, dollar-cost averaging, and a bridge for asset transfers to Solana. It provides users with tools to find the best trading prices and includes a beta version for perpetual futures trading. Jupiter finds the best price route for your swap by aggregating all the major liquidity sources on Solana.

Jupiter

The community is actively rallying behind the Jupiter (JUP) ecosystem, with significant focus on the UPDOG meme token as it highlights its presence on the JUP strict list. Participants are emphasizing long-term community resilience and strategic accumulation while leveraging the platform's liquidity tools for trading.

dogwifhat (WIF) is a Solana-based memecoin featuring a Shiba Inu dog wearing a pink knitted hat that has become a central figure in the 2024-2026 market. Originally launched anonymously in late 2023, the project operates on a decentralized, community-driven model with no formal venture capital backing or complex tokenomics. It represents a cultural phenomenon on the Solana blockchain that celebrates whimsy and simplicity over technical complexity, focusing on its identity as a playful mascot for the digital finance era. The project’s main value proposition is its "Pure Meme Identity," as it maintains a strict focus on its meme origins without forced utility or a pivot toward DeFi and gaming.  The project embodies the community-driven nature of the Solana ecosystem, prioritizing "vibes" and meme-sharing as its primary growth drivers. It follows a "hat stays on" philosophy, maintaining a singular focus on its core meme rather than building a complex ecosystem. While the project does not have a formal governance structure or DAO, decisions are largely driven by social consensus among the community and key influencers. Notable community initiatives include the "Sphere Wif Hat" campaign, which raised nearly $700,000 in USDC in March 2024 to put the mascot on the Las Vegas Sphere. However, after a year of negotiations and delays, organizers officially abandoned the advertisement on March 31, 2025, and initiated a full refund process for donors.  The initial team behind dogwifhat remains anonymous, which is a standard practice within the memecoin sector. The coin's narrative is heavily influenced by prominent crypto personalities, most notably Ansem, who was a key figure in the project's early viral growth and subsequent marketing initiatives. Regarding integrations, WIF has deep liquidity across major Solana decentralized exchanges like Jupiter and Raydium, is available on the Unichain network via official contract bridging, and is listed on major centralized exchanges including Binance, Coinbase, Kraken, and Bybit.  WIF is a purely speculative asset whose value is primarily driven by community sentiment and meme culture rather than traditional utility. It was launched without a presale or significant venture capital allocation, meaning the token's supply is fully circulating. The project has achieved a "blue chip" status in the memecoin space, often serving as a beta-play for the broader health of the Solana ecosystem. No native decentralized applications or trading bots have been officially launched by the core team, as the project maintains its focus on its identity as "literally a dog wif a hat".

dogwifhat

Dogwifhat (WIF) is facing intense community division as investors oscillate between frustration over stagnant, sideways price action and bullish anticipation of a potential breakout. While traders continue to debate its long-term viability and lack of utility, the sentiment remains polarized between those holding for a recovery to previous highs and those venting about the lack of consistent 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

The $AIRCOIN community is rallying behind the project's long-term vision, emphasizing its unique 'Airlock' mechanism which has over 38% of the supply locked on-chain to demonstrate deep investor conviction. Supporters frequently highlight the project's historical lore, battle-tested leadership, and growing treasury as key differentiators that position it as a durable, fundamentally-driven alternative to short-lived meme trends.

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<ul class="summary-bullets"><li>The CEO highlighted that CoreWeave has become the fastest cloud provider to exceed $5 billion in revenue, driven by 168% annual growth.&nbsp;</li><li>CoreWeave’s backlog rose to $66.8 billion at the end of 2025 from $15 billion, with contracts extending to five years.&nbsp;</li><li>In April, CoreWeave revealed a huge $21 billion agreement with Meta to provide AI cloud capacity through 2032.&nbsp;</li></ul>CoreWeave Inc. (CRWV) CEO Michael Intrator has outlined an aggressive expansion strategy in his 2025 shareholder letter, emphasizing rapid data center buildout, an AI infrastructure lead, and strong financial execution as the company scales its cloud platform amid surging demand for artificial intelligence.Intrator detailed plans to add more than 5 gigawatts of additional data center capacity, targeting over 8 gigawatts of active power by 2030.&nbsp;However,&nbsp;<a href="https://stocktwits.com/symbol/CRWV">CoreWeave stock</a> traded over 1% lower in Thursday’s premarket. On Stocktwits, retail sentiment around the stock continued to be in ‘bearish’ territory.&nbsp;<h2 class="st-heading-2">AI Cloud Expansion And Infrastructure Buildout</h2>In a detailed letter to shareholders, Intrator said the company is expanding into existing and new regions, building facilities from the ground up to maintain control over costs and performance.&nbsp;The strategy aims to improve efficiency while supporting long-term demand from AI workloads. He also highlighted that it has become the fastest cloud provider to surpass $5 billion in annual revenue, supported by 168% year-over-year growth.&nbsp;<blockquote>“The next phase of AI is accelerating. To make it possible will require both infrastructure and the technology platform that delivers it. The organizations leading will need a partner that can match their ambition to help build, run, and propel their ideas. CoreWeave is that force multiplier and that is precisely what makes us essential.”-Michael Intrator, CEO, CoreWeave</blockquote><h2 class="st-heading-2">CRWV’s Customer Growth And Financial Strength</h2>Intrator noted that the company reported strong customer diversification, increasing its CoreWeave Cloud customer base by about 150% year-on-year in 2025, while ensuring that no single customer accounted for more than 35% of revenue backlog, down from 85% earlier in the year.&nbsp;Backlog surged to $66.8 billion from $15 billion, with average contract length extending to five years. The firm also secured approximately $18 billion in debt and equity financing while reducing its weighted average cost of debt by more than 300 basis points, generating roughly $700 million in annualized savings.“The rapid adoption of inference, and the transition toward agentic workloads, are expected to drive new capabilities up and down the CoreWeave stack,” Intrator said.&nbsp;In April, CoreWeave announced a $21 billion deal with Meta to supply AI cloud capacity through 2032. Also, the company has clinched a multi-year deal with Anthropic to provide compute for the development and deployment of its Claude AI models.CRWV stock has gained over 71% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/las-vegas-sands-rides-singapore-boom-ceo-eyes-higher-margins-in-macao/cZBfpAiRebD">Las Vegas Sands Rides Singapore Boom, CEO Eyes Higher Margins In Macao</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The CoreWeave logo is displayed on a mobile phone in this photo illustration in Brussels, Belgium, on November 10, 2025.

CoreWeave Wants To Power The Next Phase Of AI – Here’s The Plan 

Intrator said CoreWeave is expanding into new and existing regions by building its own facilities to better control costs and performance.

Equity

Intrator said CoreWeave is expanding into new and existing regions by building its own facilities to better control costs and performance.


<ul class="summary-bullets"><li>Investor confidence improved as Oracle advances its “SaaS to infrastructure” transition, supported by new CFO Hilary Maxson.</li><li>The company’s AI expansion gains momentum with plans to raise $45 billion to $50 billion in 2026 to fund large-scale infrastructure buildout.</li><li>Oracle’s remaining performance obligations above $500 billion signal strong multi-year contracted demand.</li></ul>Oracle Corp. (ORCL) is rallying on Monday after a turbulent start to 2026, with investors rotating back into the stock, buoyed by confidence in its artificial intelligence infrastructure strategy and cost discipline.The optimism comes as the company advances its “SaaS to infrastructure” transformation and strengthens its leadership line.&nbsp;<h2 class="st-heading-2">Stock Rebounds After Early-Year Slump</h2>Oracle shares fell by more than 24% in the first quarter of 2026 amid concerns about rising infrastructure spending and execution risk. However, sentiment has shifted, with the stock recovering more than 10% on Monday.&nbsp;The latest surge reflects renewed optimism around Oracle’s long-term positioning in enterprise AI, particularly as demand for large-scale computing infrastructure continues to grow across the technology sector.Leadership And Cost Discipline Take Center StageA key catalyst behind the turnaround has been the appointment of Oracle Chief Financial Officer Hilary Maxson, who previously held senior roles focused on industrial-scale operational efficiency.&nbsp;The firm’s&nbsp;management has rolled out a multibillion-dollar restructuring initiative aimed at streamlining operations while funding expansion into AI “factories” designed to support major clients building advanced models and cloud systems.<h2 class="st-heading-2">Oracle’s AI Infrastructure Push Gains Momentum</h2>In February, Oracle announced plans to raise between $45 billion and $50 billion in 2026 to finance infrastructure expansion to support rising demand from major clients, including AMD, Nvidia, and OpenAI.The company said it expects to achieve this funding goal through a combination of debt instruments and equity issuance.The company’s remaining performance obligations, which represent contracted future revenue, have surged to more than $500 billion, implying strong long-term demand and multi-year commitments from enterprise and hyperscale clients.<h2 class="st-heading-2">How Did Retail Traders React?&nbsp;</h2>On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory while message volume shifted to ‘high’ from ‘normal’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_13_125016_png_153805e382.webp" alt="ORCL’s Sentiment Meter and Message Volume as of 12:30 p.m. ET on Apr.13, 2026 | Source: Stocktwits" width="925" height="102"><figcaption>ORCL’s Sentiment Meter and Message Volume as of 12:30 p.m. ET on Apr.13, 2026 | Source: Stocktwits</figcaption></figure>A Stocktwits user suggested going long on the stock, expecting further gains.<stembedurl>https://stocktwits.com/yerryeet/message/650132709</stembedurl>&nbsp;ORCL stock has declined by over 21% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nbis-stock-hits-all-time-high-but-goldman-sachs-reportedly-sees-42-upside/cZJ82GPRIum">NBIS Stock Hits All-Time High, But Goldman Sachs Reportedly Sees 42% Upside</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A smartphone held in a hand shows the logo of Oracle Corp. (Photo illustration by Cheng Xin/Getty Images)

ORCL Rallies Over 10% As AI Infrastructure Bet, Leadership Shift Drive Optimism In Long-Term Growth

Oracle stock dropped more than 24% in the first quarter of 2026, driven by investor worries about escalating infrastructure costs and potential execution challenges.

<ul class="summary-bullets"><li>Oracle aims to raise $45–50 billion in 2026 through a mix of debt and equity.</li><li>Investor concerns about AI competition and infrastructure costs have driven shares down over 26% year-to-date.</li><li>Oracle started notifying employees of layoffs on Tuesday, with some positions ending immediately.</li></ul>Oracle Corp. (ORCL) has reportedly begun informing employees about a major round of job cuts, as the technology giant navigates mounting pressures tied to artificial intelligence investments and shifting market dynamicsAccording to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/03/31/oracle-layoffs-ai-spending.html">report</a>, the workforce reduction affects several thousand employees, marking one of the company’s notable restructuring efforts in recent years.&nbsp;<h2 class="st-heading-2">Balancing Costs And AI Investments</h2>The move comes as Oracle increases spending to expand its data center footprint, aiming to support rising demand for AI-powered workloads. Oracle in February revealed plans to secure $45 billion to $50 billion in funding in 2026 to expand infrastructure and meet the growing demands of clients such as AMD, Nvidia, and OpenAI.The company intends to reach its fundraising target through a mix of debt and equity.According to the report, Oracle’s shares have fallen sharply by over 26% year-to-date, reflecting investor unease about intensifying competition from generative AI technologies and the financial strain of large-scale infrastructure investments.&nbsp;<a href="https://stocktwits.com/symbol/ORCL">Oracle stock</a> traded over 3% higher on Tuesday 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_03_31_124055_png_0667496fdd.webp" alt="ORCL’s Sentiment Meter and Message Volume as of 12:30 p.m. ET on Mar. 31, 2026 | Source: Stocktwits" width="928" height="104"><figcaption>ORCL’s Sentiment Meter and Message Volume as of 12:30 p.m. ET on Mar. 31, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Layoff Notices Sent Globally</h2>A Business Insider&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.businessinsider.com/read-oracle-layoff-email-employees-job-cuts-2026-3">report</a> said Oracle employees began receiving termination emails early Tuesday, with some informed that their employment would end immediately.According to the email viewed by Business Insider, affected workers were told, “After careful consideration of Oracle's current business needs, we have made the decision to eliminate your role as part of a broader organizational change. As a result, today is your last working day.”&nbsp;The email also outlined the next steps, including severance eligibility and instructions to submit personal contact details for follow-up correspondence.&nbsp;According to the company’s website, Oracle has about 162,000 employees worldwide.ORCL stock has gained 3%in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-s-expanding-role-in-ai-driven-drug-discovery-clinical-research-could-fuel-growth-says-goldman-sachs/cZE5b1RRIVF">Nvidia’s Expanding Role In AI-Driven Drug Discovery, Clinical Research Could Fuel Growth, Says Goldman Sachs</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Oracle Begins Large-Scale Layoffs Amid AI Expansion: Report

The move comes even as Oracle is ramping up investment in its data center network to accommodate growing demand for AI-driven computing tasks.

<ul class="summary-bullets"><li>The announcement comes just days after Jack Dorsey-led Block Inc. announced it would be slashing nearly 40% of its workforce in a pivot towards AI.</li><li>Crypto exchange Gemini also announced in February that it plans to eliminate up to 200 roles, which is roughly 25% of its workforce, in its “path towards profitability.”</li><li>Messari, a crypto data platform, also announced layoffs alongside a leadership change earlier this month while outlining plans to reposition the firm as an “AI-first” organization.</li></ul>Founder and CEO of&nbsp;crypto.com, Kris Marszalek, announced on Thursday morning that the company plans to slash its workforce by 12% as the company pivots towards full-scale integration of artificial intelligence.“We are joining the list of companies integrating enterprise-wide AI,” he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/kris/status/2034539285232398798?s=20">wrote</a> in a post on X. “As part of this step, we have also made a targeted ~12% workforce reduction of roles that do not adapt in our new world.”<figure class="image"><a class="st-link-external" href="https://x.com/kris/status/2034539285232398798" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_19_074648_png_31258f77ae.webp" alt="Screenshot 2026-03-19 074648.png" width="824" height="520"></a><figcaption>CEO of crypto.com announces 12% job cuts across the organization in AI-led pivot. | Source: @kris/X</figcaption></figure><h2 class="st-heading-2">Crypto Industry Sees AI-Led Job Cuts</h2>The announcement comes just days after Jack Dorsey-led Block Inc. (XYZ) announced that it was cutting over 4,000 jobs, which accounted for nearly 40% of its workforce, to create smaller teams that would be supported by AI.<a href="https://stocktwits.com/symbol/XYZ">XYZ’s stock</a> was down over 1% in early morning trade on Wednesday amid broader weakness in the markets following a&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-drops-below-70-000-after-brent-oil-surges-to-119-amid-attacks/cZ3aLf0RIWt">rise in oil prices</a> amid escalating tensions in the Middle East. Retail sentiment around the company on Stocktwits remained in ‘bearish’ territory over the past day.&nbsp; &nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_19_073036_png_9ec4ef67c3.webp" alt="Screenshot 2026-03-19 073036.png" width="1275" height="142"><figcaption>XYZ retail sentiment and message volume on March 19 as of 7:15 a.m. ET | Source: Stocktwits</figcaption></figure>Crypto exchange Gemini (GEMI) also announced in February that it plans to eliminate up to 200 roles, which is roughly 25% of its workforce. Founders Tyler and Cameron Winklevoss said the cuts would help align expenses and accelerate the company’s “path to profitability.”<a href="https://stocktwits.com/symbol/GEMI/">GEMI’s stock</a> edged higher in pre-market trade, with retail sentiment on Stocktwits trending in ‘bearish’ territory over the past day amid ‘low’ levels of chatter.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_19_073135_png_128ae6f456.webp" alt="Screenshot 2026-03-19 073135.png" width="1259" height="134"><figcaption>GEMI retail sentiment and message volume on March 19 as of 7:15 a.m. ET | Source: Stocktwits</figcaption></figure>Messari, a crypto data platform, also announced layoffs alongside a leadership change earlier this month. Chief Executive Eric Turner stepped down, with Chief Technology Officer Diran Li taking over and outlining plans to reposition the firm as an “AI-first” organization.The Algorand Foundation (ALGO) on Wednesday said it reduced its workforce by 25%, citing a challenging macroeconomic environment and ongoing weakness in crypto markets.&nbsp;<a href="https://stocktwits.com/coins/algorand">ALGO’s price</a> was down over 4% in the last 24 hours to around $0.08 as the broader cryptocurrency market tried to hold above $2.5 trillion. Retail sentiment around the token on Stocktwits remained in ‘bullish’ territory over the past day.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_19_073359_png_6b5c9a348b.webp" alt="Screenshot 2026-03-19 073359.png" width="1277" height="145"><figcaption>ALGO retail sentiment and message volume on March 19 as of 7:25 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Third Round Of Cuts For&nbsp;Crypto.com Since 2022</h2>For Crypto.com, the latest layoffs mark its third round of workforce reductions since 2022. The company cut about 5% of its staff that year, or roughly 260 employees, citing a macroeconomic slowdown. Following the collapse of FTX later in 2022, it reduced headcount by another 20% in 2023.Marszalek said that companies adopting AI at scale are likely to gain a competitive edge. “Companies that take immediate action and pair the best AI tools with top performers will achieve unprecedented levels of scale and precision.” He added that affected employees have been notified and will receive support during the transition.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-drops-below-70-000-after-brent-oil-surges-to-119-amid-attacks/cZ3aLf0RIWt">Bitcoin Drops Below $70,000 After Brent Oil Surges To $119 Amid Middle East Attacks</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Crypto.com logo displayed on a phone screen and representation of cryptocurrencies are seen in this illustration photo taken in Krakow, Poland on September 28, 2021.

After Jack Dorsey’s Block, Crypto.com Cuts Jobs In AI Push Targeting Roles That ‘Do Not Adapt In Our New World’

CEO Kris Marszalek said affected employees have been notified and will receive support during the transition. 

Cryptocurrency

<ul class="summary-bullets"><li>Barclays analyst Tom O’Malley sharply boosted his price target to $675 from $450.</li><li>Micron shares slipped as investors weighed concerns about the peak cycle.</li><li>Deutsche Bank dismissed those concerns as premature, emphasizing strong demand for DRAM and NAND.</li></ul>Micron Technology Inc. (MU) has seen a series of bullish analyst revisions following a standout second-quarter earnings report, even as investor sentiment remains cautious about the semiconductor cycle's durability.The memory chip-maker posted a second-quarter (Q2) revenue of $23.86 billion with an earnings per share (EPS) of $12.20, both surpassing the analysts’ consensus estimates of&nbsp;$19.18 billion and $8.66, respectively, according to Fiscal AI data.&nbsp;Micron expects its third-quarter (Q3) 2026 revenue to reach roughly $33.5 billion, with a possible variation of $750 million on either side. The company also projected EPS of about $19.15, with a margin of error of $0.40.<h2 class="st-heading-2">UBS Sees Long-Term Deals Driving Balance Sheet Growth</h2>UBS increased its price target to $510 from $475, citing continued earnings outperformance and improved guidance, according to TheFly.&nbsp;The new price target implies a potential upside of over 10% from Wednesday’s closing level. The firm highlighted expectations for gross margins exceeding 80% and noted that new long-term customer agreements could stabilize profitability over time.&nbsp;UBS also projected significant balance sheet strength, estimating that tangible book value per share could climb sharply alongside substantial cash accumulation.<a href="https://stocktwits.com/symbol/MU">Micron stock</a> traded over 5% lower in Thursday’s premarket. On Stocktwits, retail sentiment around the stock changed to ‘bullish’ from ‘extremely bullish’ territory the previous day amid ‘extremely high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_19_064455_png_d0c9c58afc.webp" alt="MU’s Sentiment Meter and Message Volume as of 06:30 p.m. ET on Mar. 19, 2026 | Source: Stocktwits" width="931" height="107"><figcaption>MU’s Sentiment Meter and Message Volume as of 06:30 p.m. ET on Mar. 19, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Barclays Sees Structural Shift</h2>Analyst Tom O’Malley at Barclays sharply boosted his price target to $675 from $450. He pointed to revenue guidance far exceeding consensus forecasts and margin projections, signaling a structural change in the company’s earnings potential.&nbsp;Barclays now anticipates Micron could generate $100 in EPS in 2027, marking a major upward revision to prior assumptions.Despite the strong outlook, the stock pulled back following the earnings. Deutsche Bank acknowledged the market’s hesitation, attributing it to fears that the memory chip sector may be approaching its cyclical peak.&nbsp;However, the firm dismissed those concerns as premature, emphasizing that demand for DRAM and NAND technologies is expected to expand at rates exceeding historical trends.MU stock has gained over 61% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/alibaba-s-ai-business-ten-quarters-triple-digit-growth-so-why-are-investors-seeing-red/cZ3aLmORIWH">Alibaba’s AI Business Hits 10 Quarters Of Triple-Digit Growth – So Why Are Investors Seeing Red?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a smartphone held in a hand shows the logo of Micron Technology Inc. 

MU Stock Draws Cheer From Wall Street After Blowout Earnings – UBS’ New Target Implies Over 10% Potential Upside

UBS pointed to anticipated gross margins above 80% and said recently secured long-term customer contracts may help provide more consistent profitability going forward.

<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.

<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. 

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