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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 social media users fiercely debate the administration's military strategy in the Strait of Hormuz, with community discussion highlighting friction over requests for allied support following recent escalations. The conversation is heavily polarized, featuring widespread speculation on potential economic fallout and criticism regarding the lack of a clear long-term geopolitical plan.

Pyth Network is a decentralised oracle network designed to provide real-time financial market data to decentralised applications (dApps) across multiple blockchains. It allows developer to secure smart contracts with reliable, low-latency market data from institutional sources, and build apps with high-fidelity oracle feeds designed for mission-critical systems.

Pyth Network

Pyth Network is gaining significant traction as a critical infrastructure provider in the DeFi sector, driven by its recent integration of institutional-grade financial data and its unique position in supplying macroeconomic indicators to blockchain ecosystems. Community members are actively highlighting the project's institutional backing, revenue-sharing model through token buybacks, and its role as a core player in the emerging Real World Asset (RWA) narrative.

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 trending following its GTC conference, where CEO Jensen Huang revealed that demand for Blackwell and Vera Rubin AI chips is projected to reach at least $1 trillion through 2027, effectively doubling previous forecasts. While the company continues to announce major AI infrastructure partnerships and technological breakthroughs, investors are actively debating the stock's recent price stagnation despite this massive growth outlook, leading to heavy intraday volatility as traders weigh the news against broader market positioning.

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

Cingulate Inc

Cingulate Inc. is generating significant market interest as investors position themselves ahead of the upcoming May 31 PDUFA date for its ADHD treatment, CTx-1301. Community sentiment is largely focused on the potential for upcoming patent approvals and the stock's low float, with many participants actively discussing the company's valuation potential and long-term commercialization prospects.

|The Artificial Superintelligence (ASI) Alliance is the world’s largest open-source initiative dedicated to decentralized Artificial General Intelligence (AGI). Formed in April 2024, the ASI Alliance unites SingularityNET, Fetch.ai, and Ocean Protocol, with CUDOS joining as a network member shortly after. The ASI Alliance was established through a community-approved tokenomic merger—combining $AGIX, $FET, and $OCEAN into a single token: $FET. This unified token underpins a collaborative framework designed to scale open-source AI and stand as the largest open-sourced, independent entity in AI research and development. The Alliance is committed to accelerating the advancement of decentralized Artificial General Intelligence (AGI) and, ultimately, Artificial Superintelligence (ASI). It provides a robust, open-source innovation stack, empowering developers, enterprises, and researchers globally to build ethical, scalable, and groundbreaking AI solutions. This ensures that advanced intelligence remains a shared, accessible resource, fostering innovation beyond centralized systems and promoting a future where AI benefits all.

Fetch.ai

Fetch.ai is trending as community members weigh the impact of the ASI merger and partnership integrations against a prolonged period of price volatility and FUD. While some investors are aggressively accumulating during the downturn, citing the project's long-term utility in the agentic AI sector, others remain skeptical, focusing on recent token supply dynamics and the broader underperformance of altcoins.

TMC the metals co., Inc. is a deep-sea minerals exploration company focused on the collection and processing of polymetallic nodules found on the seafloor in international waters of the Clarion Clipperton Zone in the Pacific Ocean (CCZ). These nodules contain high grades of four metals (nickel, copper, cobalt, manganese) which can be used as (i) feedstock for battery cathode precursors (nickel, cobalt and manganese sulfates, or intermediate nickel-copper-cobalt matte) for electric vehicles (EV) and renewable energy storage markets, (ii) copper cathode for EV wiring, energy transmission and other applications and (iii) manganese silicate for manganese alloy production required for steel production. The company was founded in 2021 and is headquartered in Vancouver, Canada.

TMC the metals company Inc

TMC is trending as the community reacts to NOAA determining that the company's consolidated deep-sea mining application for the Clarion-Clipperton Zone is in substantial compliance, a regulatory milestone that paves the way for further review. Investors are actively discussing the implications of this expansion and the company's positioning alongside upcoming corporate developments, with many highlighting the stock as a critical play for domestic mineral security.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklo Inc. is currently facing intense volatility and downward pressure as investors closely monitor its pre-revenue status and the heavy insider selling that has tempered the enthusiasm from earlier retail rallies. The community remains deeply divided, with bulls pointing to the company's long-term potential as a critical power source for AI data centers and government-backed nuclear initiatives, while skeptics emphasize the significant regulatory hurdles, project timelines, and the lack of current earnings.

BioCryst Pharmaceuticals, Inc. is a biotechnology company. It engages in the provision of structure-guided drug design with the goal of developing oral small-molecule and protein therapeutics to target difficult-to-treat rare diseases. The company was founded by William M. Spencer III, Charles E. Bugg, and John A. Montgomery in 1986 and is headquartered in Durham, NC.

Biocryst Pharmaceuticals Inc.

BioCryst Pharmaceuticals is seeing intense market attention and a surge in trading volume driven by unconfirmed takeover rumors involving a large U.S.-based biopharmaceutical company. Investors are actively debating the potential for an M&A exit, comparing current valuations to historical biotech acquisition multiples while weighing the credibility of these reports against the company's established commercial growth.

Hedera is a decentralized public network where developers can build secure, fair applications with near real-time consensus. The platform is owned and governed by a council of global innovators including Avery Dennison, Boeing, Deutsche Telekom, DLA Piper, FIS (WorldPay), Google, IBM, LG Electronics, Magalu, Nomura, Swirlds, Tata Communications, University College London (UCL), Wipro, and Zain Group.   The Hedera Consensus Service (HCS) acts as a trust layer for any application or permissioned network and allows for the creation of an immutable and verifiable log of messages. Application messages are submitted to the Hedera network for consensus, given a trusted timestamp, and fairly ordered. Use HCS to track assets across a supply chain, create auditable logs of events in an advertising platform, or even use it as a decentralized ordering service.

Hedera Hashgraph

Hedera Hashgraph is seeing a surge in sentiment driven by its growing enterprise utility, specifically high-profile integrations like the collaboration with FedEx that highlights the network's potential for massive transaction volume. While the broader market remains volatile, the community is focused on the project's long-term scalability and the potential regulatory tailwinds from the Clarity Act, fueling ongoing debate between those accumulating at these levels and those frustrated by historical price dilution.

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

Ripple

Ripple (XRP) is experiencing high volatility as investors debate the legitimacy of recent price movements, with sentiment split between optimism over potential institutional adoption and skepticism regarding recurring sell-offs. The community remains deeply divided, with many actively trading around short-term price fluctuations while others hold long-term positions, waiting for clarity on regulatory milestones and market decoupling from Bitcoin.

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

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

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

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

Equity

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

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

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

Top Themes for 2026: AI, Defense, and Infrastructure

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Rising stock market chart on a trading board background.

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

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

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

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

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

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

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

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

CoreWeave Gets Wall Street Upgrade As AI Demand Builds

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

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

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


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

Why Did MAAS Stock Gain Over 9% Today?

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

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