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Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media & Technology Group is trending as investors and community members react to President Trump's aggressive social media rhetoric regarding the escalating conflict with Iran, including threats to target civilian infrastructure. Discussions are dominated by intense political polarization, with many users debating the effectiveness of his foreign policy, the accuracy of reported military mission outcomes, and the broader economic implications for oil markets and inflation.

A project grown out of the community's love and passion for the weed culture. Launched around early 2025, $weedcoin, “Like Bitcoin but way higher,” emphasizes its alignment with cannabis culture and a laid-back vibe. Unlike other Weed communities, this project leans heavily into community engagement over technical utility, aiming to build a “stoner community” through social media presence and decentralized governance. We also aim to focus on onboarding web2 businesses and users onto web3 through the token.

Weedcoin

Weedcoin is capturing significant community attention as it approaches 4/20, with holders rallying around its identity as a culture-focused project on the Solana blockchain. Investors are emphasizing its long-term growth potential and community-led initiatives, positioning it as a distinct alternative to traditional cannabis stocks.

Invesco QQQ Trust Series 1 - Units of beneficial interest

The Invesco QQQ Trust is experiencing heightened volatility and community skepticism as market participants debate the credibility of shifting geopolitical deadlines regarding the conflict in Iran and the Strait of Hormuz. Investors are actively questioning whether recent price action is a product of fundamental market strength or artificial manipulation driven by speculative trading and inconsistent executive messaging.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is currently the focal point of intense market debate as investors weigh weaker-than-expected Q1 delivery figures against the long-term potential of the upcoming SpaceX IPO. Community discourse remains deeply polarized, pitting those who see a strategic opportunity in recent price dips against critics concerned about the company's dependency on future autonomous technology and geopolitical instability.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is currently a major focal point for traders navigating extreme market volatility driven by escalating geopolitical tensions in the Middle East and concerns over energy supply. Community discourse remains heavily polarized, with many investors debating whether the stock's role as a cornerstone of AI infrastructure will allow it to hold up against broader macro headwinds or if it will be dragged down by the ongoing uncertainty surrounding the Strait of Hormuz.

SPDR S&P 500 ETF TRUST - Units of undivided interest in SPDR Trust Series 1

The market is reacting to headlines about potential ceasefire negotiations, leading to significant volatility as participants debate whether these reports are genuine developments or part of a broader cycle of headline-driven manipulation. The community remains deeply divided, with many traders expressing skepticism about the credibility of the reports and questioning if the ongoing geopolitical tensions are being used to influence short-term price action.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is currently trending as investors react to a strategic $14.2 billion buyback of its Irish Fab 34 stake from Apollo, with the community debating whether this signals a major turnaround or over-leverage through new debt. Discussions are heavily focused on the company's potential to scale semiconductor manufacturing and the broader implications for AI hardware competitiveness against peers like AMD and NVIDIA.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is experiencing significant volatility and aggressive price action as the market weighs the impact of AI-driven memory demand against broader geopolitical risks. While some investors are betting on a sharp recovery fueled by potential sector tailwinds and short-squeeze momentum, others are concerned about overvaluation and technical weakness amid sector-wide sell-offs.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is trending as investors remain intensely focused on potential acquisition news and ongoing speculation surrounding the company's long-term capital allocation strategy. The community is actively debating the impact of upcoming warrant expirations and short interest dynamics, while frequently comparing current market conditions to past periods of high volatility.

Dow, Inc. is a holding company, which engages in the development of innovative solutions. It operates through the following segments: Packaging and Specialty Plastics, Industrial Intermediates and Infrastructure, and Performance Materials and Coatings. The Packaging and Specialty Plastics segment consists of hydrocarbons and energy and packaging and specialty plastics. The Industrial Intermediates and Infrastructure segment covers the industrial solutions and polyurethanes, and construction of chemicals. The Performance Materials and Coatings segment includes coatings and performance monomers, and consumer solutions. The company was founded in 1897 and is headquartered in Midland, MI.

Dow Inc

Dow Inc. is currently capturing investor attention as the company navigates a challenging petrochemical landscape marked by weak global demand and supply chain volatility. While some market participants are analyzing potential tailwinds from strategic restructuring and potential industrial sector rotation, others remain cautious due to persistent earnings pressure and the broader cyclical headwinds impacting major U.S. chemical producers.

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<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.

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

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.

Equity

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. 

<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.

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