SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

SSgA Active Trust - SPDR S&P 500 ETF Trust

SPY is trending amidst heightened geopolitical tensions, primarily fueled by President Trump's recent rhetoric regarding Greenland and threats of substantial tariffs against European allies like France. The community is bracing for significant market volatility, with many predicting a "bloodbath" and actively discussing bearish positions, while others anticipate a "buy the dip" recovery. These concerns are amplified by broader instability in global financial markets, including surging bond yields in both the US and Japan.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

The Invesco QQQ Trust is trending amid escalating geopolitical tensions and tariff threats from the US concerning Greenland, compounded by an anticipated Supreme Court decision related to tariffs, which has triggered a pre-market sell-off in tech-heavy indices. Community sentiment is sharply divided; while some anticipate a severe market downturn and "Black Tuesday," many others see this as a manufactured dip and a "buy the dip" opportunity, expecting a quick recovery. This dynamic reflects QQQ's sensitivity to global trade policy and broader economic uncertainties, despite ongoing tech sector narratives.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio (IBRX) is experiencing significant buzz following its Saudi FDA approval for non-small cell lung cancer, signaling a potential paradigm shift in cancer treatment. The community is fiercely optimistic, citing high short interest, CEO Dr. Patrick Soon-Shiong's vocal advocacy against perceived FDA bureaucracy, and the company's mission to cure cancer as drivers for an anticipated massive short squeeze and substantial growth.

Alpha Tau Medical Ltd. is a clinical-stage oncology therapeutics company, which focuses on the research, development, and commercialization of diffusing alpha-emitters radiation therapy for the treatment of cancer. The firm is involved in the clinical trials at cancer centers with indications that include skin cancer, oral cavity cancer, breast cancer, and pancreatic cancer. The company was founded by Uzi Sofer, Yona Keisari, and Itzhak Kelson in November 2015 and is headquartered in Jerusalem, Israel.

Alpha Tau Medical Ltd

ALPHA TAU MEDICAL LTD

Alpha Tau Medical (DRTS) is trending strongly, fueled by recent breakthrough pancreatic cancer data and high expectations surrounding its J.P. Morgan Healthcare Conference presentation. The community is abuzz with anticipation for imminent PMDA approval in Japan and rumored institutional buying, spotlighting Alpha Tau's innovative Alpha DaRT technology as a potentially undervalued and disruptive force in oncology. Significant trading volume reflects growing investor confidence and a belief that clinical milestones are poised to drive substantial upside, independent of broader market trends.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is heavily discussed due to its strong pivot towards becoming a major AI cloud infrastructure provider, significantly highlighted by a massive power and infrastructure deal with a prominent tech client. Community sentiment points to high expectations for additional large-scale AI/HPC partnerships, particularly given its substantial power capacity and strategic advantages in the booming compute sector. Investors are actively watching for further developments as the company solidifies its position beyond traditional crypto mining.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is trending as investors are enthusiastic about recent confirmations of its Optical Interposer technology being utilized by major players like Marvell, acquired through Celestial AI. The community is actively discussing POET's role as a critical enabler for the AI and data center "optical supercycle" by offering high-density, low-power, and cost-effective optical interconnect solutions. Anticipation is high for upcoming customer and investor disclosures, though some perceive market manipulation hindering immediate price appreciation.

Ardelyx, Inc. is a biopharmaceutical company, which engages in the business of developing and commercializing biopharmaceutical products. The firm is also involved in developing a unique and innovative platform that enables the discovery of new biological mechanisms and pathways to develop potent and efficacious therapies that minimize the side effects and drug-drug interactions frequently encountered with traditional, systemically absorbed medicines. The company was founded by Dominique Charmot, Peter G. Schultz, and Jean M. Frechet in October 2007 and is headquartered in Waltham, MA.

Ardelyx Inc

Ardelyx is experiencing significant upward momentum driven by strong preliminary Q4 results and an accelerated 2026 outlook, with IBSRELA revenue now projected to reach $1 billion by 2029. This bullish sentiment is further fueled by a patent extension for both IBSRELA and XPHOZAH until 2041, which the community sees as a 'game changer' fundamentally re-rating the company's long-term value and sparking widespread speculation about potential acquisition interest.

Critical Metals Corp. engages in the mining, exploration, and development of lithium metals. It owns Wolfsberg Project and Tanbreez Project. The company was founded on October 24, 2022 and is headquartered in British Virgin Islands.

Critical Metals Corp.

Critical Metals Corp. is trending due to its strategic joint venture for a rare earth processing facility with a major Saudi industrial conglomerate, aiming to secure a mine-to-processing supply chain. The community is actively discussing the geopolitical implications of Greenland's critical mineral assets, viewing CRML as pivotal to Western rare earth independence. This positions the company as a key player in essential resource security, fueling widespread anticipation for future developments.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovin is trending amidst a notable downturn, with community discussion centered on a resurfaced short report alleging fraudulent data practices and money laundering. Despite recent analyst upgrades highlighting its strong fundamentals and AI-driven ad platform, many investors are debating whether the sharp decline stems from market manipulation or presents a strategic buying opportunity ahead of upcoming earnings.

Ondas Holdings, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Holdings Inc

Ondas Holdings is trending following its Investor Day, where the company announced significantly raised revenue guidance for 2026 and a substantial increase in its backlog, alongside a billion-dollar offering that reflects strong institutional confidence in its strategic defense technology acquisitions. The community is sharply divided, with bulls emphasizing the firm's combat-proven drone and counter-UAS capabilities for future growth, while others express concern over stock volatility and valuation, leading to a mixed market reaction to its updated outlook.

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<ul class="summary-bullets"><li>Saylor brought out the “orange” signal over the weekend, indicating that another sizeable Bitcoin buy may be on the cards for Monday.</li><li>The Strategy executive chairman has been using “orange” and “green” signals to indicate whether the company has added to its dollar reserve or Bitcoin reserve over the past week.</li><li>Retail sentiment around MSTR’s stock on Stocktwits remained in “extremely bullish” territory, driven in part by Wells Fargo’s Bitcoin ETF buy on Friday.</li></ul>Strategy’s (MSTR) Michael Saylor indicated that a sizeable Bitcoin buy may be coming on Monday, as the crypto market continues to trade range-bound.“Big Orange,” he wrote in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/saylor/status/2010362367973237050?s=20">post</a> on X on Sunday. MSTR’s executive chairman has been using “orange” and “green” signals to indicate the company’s purchases over the past week, usually before the official announcement, before the market opens on Monday.“Ironic that our $60.25 billion Bitcoin position started with a $0.25 billion purchase in August 2020,” he added. MSTR currently holds 673,673 Bitcoin in its coffers, valued at around $60 billion. Its recently set up USD Reserve had $2.25 billion.<figure class="image"><a class="st-link-external" href="https://x.com/saylor/status/2010362367973237050" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_12_044331_png_d7a5b800c3.webp" alt="Screenshot 2026-01-12 044331.png" width="825" height="911"></a><figcaption>Source: @saylor/X</figcaption></figure><h2 class="st-heading-2">Saylor Signals Another Bitcoin Move</h2><a href="http://stocktwits.com/symbol/MSTR">MSTR’s stock</a> edged 0.27% higher in pre-market trade on Monday after a drop of 5.77% on Friday on weakness in Bitcoin (BTC). On Monday morning, Bitcoin’s price edged lower after a momentary recovery on Sunday following news of President Donald Trump’s&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/jerome-powell-says-trump-subpeona-pretext-to-undermine-fed/cmU9VqIR43V">subpoena</a> against Federal Reserve Chair Jerome Powell, and the price of gold hit another record high.&nbsp;On Stocktwits, retail sentiment around MSTR’s stock remained in ‘extremely bullish’ territory over the past day, with chatter at ‘extremely high’ levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_12_044450_png_8b4d2eabd3.webp" alt="Screenshot 2026-01-12 044450.png" width="1272" height="144"><figcaption>MSTR retail sentiment and message volume on January 11 as of 4:45 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">What’s Driving The Bullish Sentiment Around MSTR Stock?</h2>A part of the renewed optimism around Bitcoin’s proxy came from broader institutional interest in its treasury asset. Many users on the platform were bullish on MSTR after Wells Fargo (WFC) announced on Friday that it had bought $383 million worth of Bitcoin ETFs.&nbsp;<stembedurl>https://www.stocktwits.com/MansNotHot123/message/641497190</stembedurl><a href="http://stocktwits.com/symbol/WFC">WFC’s stock</a> was flat in pre-market trade after edging 0.37% higher on Friday. Retail sentiment around the U.S. bank improved to ‘neutral’ from ‘bearish’ over the past day. Chatter remained at ‘high’ levels.Another user on Stocktwits said they hope that the momentum behind MSTR’s stock doesn’t fade by the time the market opens. <stembedurl>https://www.stocktwits.com/navychic38/message/641497329</stembedurl>MSTR’s stock has gained 1.7% so far this year but is down over 50% in the past 12 months.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/jerome-powell-says-trump-subpeona-pretext-to-undermine-fed/cmU9VqIR43V">Jerome Powell Says Trump’s Criminal Threats Are ‘Pretexts’ To Undermine Fed Independence</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Michael Saylor speaks on stage during Bitcoin Conference 2023 at Miami Beach Convention Center on May 19, 2023 in Miami Beach, Florida. (Photo by Jason Koerner/Getty Images for Bitcoin Magazine)

Michael Saylor Hints At ‘Big Orange’ Bitcoin Buy As MSTR’s ‘Ironic’ $250 Million Bet Swells To $60 Billion

Strategy currently holds 673,673 Bitcoin in its Bitcoin-focused treasury, valued at around $60 billion at BTC’s current price.

Equity

<ul class="summary-bullets"><li>Critics argued that Strategy’s valuation resembles a leveraged Bitcoin proxy rather than an operating company.</li><li>Preferred equity offerings such as STRC have drawn renewed scrutiny over risk and lack of asset backing.</li><li>MSCI has planned a broader consultation on non-operating companies, leaving long-term index treatment unresolved.</li></ul>Michael Saylor-backed Strategy (MSTR) avoided potential removal from key MSCI indexes this week, but critics argued that the reprieve does little to address deeper concerns about the stock’s structure, valuation, and future index demand.MSCI&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/msci-will-not-exclude-digital-asset-treasury-firms-from-its-indexes/cmxDEXdR4cR">said</a> late Tuesday it would not proceed with a proposal to exclude Digital Asset Treasuries ( DATs) from the MSCI Global Investable Market Indexes during its February 2026 review. The decision removes an immediate risk for companies such as Strategy, which has built its balance sheet around large Bitcoin (BTC) holdings.<a href="https://stocktwits.com/symbol/MSTR/">MSTR’s stock</a> led gains among crypto equities in pre-market trade on Wednesday, up 4.25%. On Stocktwits, retail sentiment around the Bitcoin proxy improved to ‘extremely bullish’ from ‘bullish’ the previous day as chatter rose to ‘extremely high’ from ‘high’ levels.Meanwhile,&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> fell 1.7% in the last 24 hours to around $91,700. Retail sentiment around the apex cryptocurrency on Stocktwits remained in ‘extremely bullish’ territory over the past day amid ‘high’ levels of chatter.<h2 class="st-heading-2">MSCI Delays Exclusion But Tightens the Rules</h2>MSCI said it plans to open a broader consultation on “non-operating companies generally,” leaving the long-term treatment of DATs unresolved.For now, DATs already included in MSCI indexes will remain, provided they meet existing eligibility requirements. However, MSCI imposed constraints. It will not increase the number of shares, foreign inclusion factor, or domestic inclusion factor for these securities. It will also defer additions or size-segment migrations.The rules effectively freeze the index footprint of companies like MSTR. Even if they issue new equity, those shares will not be reflected in MSCI index calculations, limiting future passive inflows tied to index rebalancing.<h2 class="st-heading-2">Strategy Welcomes Outcome While Critics Push Back</h2>Strategy welcomed the decision, and Michael Saylor, the firm’s executive chair and former CEO, also echoed the sentiment in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/saylor/status/2008673333152543219?s=20">post</a> on Twitter.<figure class="image"><a class="st-link-external" href="https://x.com/saylor/status/2008673333152543219" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_07_050624_png_71e0726a8f.webp" alt="Screenshot 2026-01-07 050624.png" width="819" height="376"></a><figcaption>Source: @saylor/X</figcaption></figure>Critics, however, said the MSCI move merely postpones a broader reckoning. Crypto market watcher Andy Constan&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/dampedspring/status/2008652345861701994">described</a> MicroStrategy as “a 1.27 times levered ETF trading at its NAV and paying 10% for its leverage.”Constan added that the company “has no GAAP earnings,” “has no justification for being valued with a P/E,” and “should not have been added to NDX 100 and will never be added to the SPX or any ‘corporate’ index.”<figure class="image"><a class="st-link-external" href="https://x.com/dampedspring/status/2008652345861701994" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_07_050614_png_cb26d4cd8e.webp" alt="Screenshot 2026-01-07 050614.png" width="814" height="388"></a><figcaption>Source: @dampedspring/X</figcaption></figure>Others focused on what the MSCI restrictions mean for future demand. Crypto market watcher who goes by Finch on X&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Finch_in_flight/status/2008664578670915675">said</a>, “While this news about DATs staying in the indexes is good and removes uncertainty, it's not as bullish as it sounds at first.”He pointed to MSCI’s decision not to implement increases to the number of shares, noting that new equity issuance by DATs such as MSTR would no longer generate incremental passive buying through index adjustments.<figure class="image"><a class="st-link-external" href="https://x.com/Finch_in_flight/status/2008664578670915675" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_07_050604_png_c8b9b494c2.webp" alt="Screenshot 2026-01-07 050604.png" width="809" height="685"></a><figcaption>Source: @Finch_In_Flight/X</figcaption></figure>Attention has also turned to Strategy’s preferred equity offerings, particularly STRC. Crypto Analyst Novacula Occami pushed back against claims that these instruments function as digital credit tied to Bitcoin. “Can we please understand the basics. $STRC and the other prefs ARE NOT ‘DIGITAL CREDIT,’” he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/OccamiCrypto/status/2008603225725825034">wrote</a> in a post on X.He added that the structure lacks key protections commonly found in preferred securities, including asset backing, maintenance covenants, and change-of-control provisions.MSTR’s stock has gained 2% this year so far, and is down nearly 55% over the past 12 months.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/arthur-hayes-asks-binance-bybit-to-list-crypto-token-after-record-high/cmxypkyR4ch">Arthur Hayes Calls On Binance, Bybit To List This Crypto Token After It Hit A Record High</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 The logo of MicroStrategy Incorporated is displayed on a smartphone screen on April 26, 2025, in Chongqing, China.

MSTR Avoids MSCI Exclusion, But Critics Warn That Risks Remain

MSCI’s decision freezes index exposure for DATs, limiting future passive demand tied to new share issuance.

Cryptocurrency

Block (XYZ) announced on Wednesday that its board has approved an additional $5 billion for its existing share repurchase program ahead of its 2025 Investor Day.&nbsp;The move comes on top of a previously authorized $4 billion program, of which roughly $1.1 billion remained unspent at the end of September, the company said in its filing with the Securities and Exchange Commission (SEC). Block can repurchase its Class A shares either on the open market or through private transactions.<a href="https://stocktwits.com/symbol/XYZ/">XYZ’s stock</a> rose as much as 1.8% in pre-market trade. On Stocktwits, retail sentiment around the Jack Dorsey-led enterprise trended in ‘bearish’ territory over the past day.<h2 class="st-heading-2">XYZ 2025 Investor Day</h2>At XYZ’s 2025 Investor Day, Block’s senior leadership is expected to outline full-year financial guidance for 2026 and provide a three-year outlook. The company said the expanded buyback program is a central part of that strategy, aimed at returning capital to shareholders while supporting share price stability. The event will take place at 12:00 p.m. ET.Block reported its third-quarter (Q3) earnings earlier this month, which missed analyst expectations. The company reported revenue of $6.1 billion, missing the Wall Street forecast of $6.3 billion, as per Koyfin. Adjusted earnings per share (EPS) came in at $0.54, below the consensus forecast of $0.66.<h2 class="st-heading-2">XYZ’s Outlook</h2>For 2025, the company forecasted $10.24 billion in gross profit, up 15% from 2024, and expects full-year adjusted operating income of $2.06 billion, representing a 20% margin and nearly 28% year-over-year growth. Fourth-quarter (Q4) gross profit was projected to rise 19% to $2.76 billion, with adjusted operating income of $560 million and a 20% margin.&nbsp;“This quarter, I want to outline how Square will continue to take market share by being the best platform to help sellers grow, run, and automate their businesses,” said Jack Dorsey on the earnings call. Earlier this week, Block’s Cash App announced plans to enable USD Coin (USDC) payments on the Solana (SOL) blockchain starting next year, expanding its footprint as the bridge between traditional and crypto financial systems.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/semr-stock-rockets-70-pre-market-after-adobe-moves-on-1-9-b-semrush-deal/cLPoJvcREBO">SEMR Stock Rockets 70% Pre-Market After Adobe Moves On $1.9B Semrush Deal</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Block Ink logo is displayed on a mobile phone with a financial stock graph in the background in this photo illustration in Brussels, Belgium, on November 3, 2025. (Photo Illustration by Jonathan Raa/NurPhoto via Getty Images)

Block Adds $5 Billion To Share Buyback Program On Investor Day – XYZ Stock Gains

The move comes on top of a previously authorized $4 billion program, of which roughly $1.1 billion remained unspent at the end of September.

<ul class="summary-bullets"><li>Hive Digital produced 289 BTC in October, up 8% month-over-month and 147% year-over-year.</li><li>Phase 3 Valenzuela expansion in Paraguay brings operational mining capacity to over 24 EH/s.</li><li>Hive’s production growth outpaced Bitcoin network difficulty increase.</li></ul>Hive Digital’s (HIVE) stock jumped in pre-market trade on Monday after the company announced its highest Bitcoin (BTC) production numbers this year.The company also confirmed the completion of its Phase 3 Valenzuela expansion in Paraguay, bringing total operational mining capacity to over 24 exahashes/second (EH/s). The company said the expansion happened ahead of schedule and contributed to its record production.<a href="http://stocktwits.com/symbol/HIVE">HIVE’s stock</a> jumped as much as 7% in pre-market trade. However, retail sentiment on Stocktwits dipped to ‘extremely bearish’ from ‘bearish’ over the past day.<h2 class="st-heading-2">Highest Bitcoin Production In 2025</h2>Hive produced 289 Bitcoin in October, which is an 8% increase from last month and a 147% year-over-year rise, marking a new high for 2025. The company said its production growth of 8%, outpaced Bitcoin network difficulty, which increased by 3%.Hive added that its strong mining performance is what is allowing the company to continue its expansion into Tier III+ artificial intelligence (AI) and high-performance computing (HPC) data centers across Canada. An initiative that the company calls the “Great Transformation.”“Our teams are executing on multiple fronts — from finalizing Phase 3 in Paraguay to accelerating our AI data-center buildout in Canada,” said Hive President &amp; CEO, Aydin Kilic. “We’ve built a profitable GPU-driven HPC revenue stream over the past three years, and the momentum continues as we scale both sides of our business: Bitcoin mining and AI compute.”&nbsp;<h2 class="st-heading-2">Operational Hashrate And Earnings Outlook</h2>Later this week, Hive expects to reach approximately 25 EH/s of operational hashrate, once the intermittent curtailment at its Canadian facilities gets wrapped up. The miner is expected to report earning later this week on November 14. According to Koyfin data, Wall Street is expecting Hive to report earnings per share of $0.02 on revenue of $81 million.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/open-ai-reportedly-exploring-consumer-healthcare-push-with-ai-assistants-and-data-tools/cLPcLr2REcy">OpenAI Reportedly Exploring Consumer Healthcare Push With AI Assistants And Data Tools</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

HIVE Blockchain Technologies Ltd logo displayed on a phone screen and representation of cryptocurrencies are seen in this illustration photo taken in Krakow, Poland on January 29, 2023. (Photo by Jakub Porzycki/NurPhoto via Getty Images)

HIVE Stock Gains Pre-Market As Bitcoin Production Hits 2025 Record

Hive produced 289 Bitcoin in October, representing a 147% year-over-year rise and marking a new high for 2025. 

<ul class="summary-bullets"><li>Morgan Stanley estimated that Galaxy’s Helios project could be worth more than $30 billion in terminal equity value.</li><li>It said CoreWeave’s commitment is expected to generate $435 million in EBITDA for Galaxy.</li><li>GLXY’s stock has gained 78% year-to-date and nearly 170% over the past 12 months.</li></ul>Morgan Stanley on Thursday initiated its coverage on Galaxy (GLXY) with an ‘Overweight’ rating and a price target of $42, assigning a potential value of more than $30 billion to the company’s upcoming Helios data center.In a note to investors cited by TheFly, the firm said Galaxy’s dual focus on blockchain-enabled investment banking and artificial intelligence (AI) data center development makes for a “compelling combination.”<a href="http://stocktwits.com/symbol/GLXY">GLXY’s stock</a> rose more than 3.5% in pre-market trade. However, retail sentiment around the company on Stocktwits continued to trend in ‘bearish’ territory over the past day.&nbsp;<h2 class="st-heading-2">Helios Data Center Could Drive Significant Value</h2>Morgan Stanley noted that Galaxy’s Helios data center, once fully built out and contracted, could rank among the world’s largest single-campus high-performance computing facilities.It estimated the Helios project could be worth more than $30 billion in terminal equity value—a forward-looking measure of the company’s estimated equity worth once the data center reaches full scale and revenue potential. Helios has already secured 800 megawatts of approved and committed power capacity, with an additional 1.7 gigawatts (GW) under various stages of development and permitting. At full buildout, the campus could reach 3.5 GW.Moreover, Galaxy has secured a 15-year, 393-megawatt (MW) commitment from CoreWeave, which is expected to generate $700 million in annual revenue at full capacity. Morgan Stanley estimates CoreWeave's portion could be worth more than $435 million in earnings before interest, taxes, depreciation, and amortization (EBITDA) for Galaxy.Morgan Stanley's bullish call on Helios’ potential also reflects a broader market narrative that AI data center capacity is not keeping up with demand.&nbsp;<h2 class="st-heading-2">Galaxy Digital To Benefit From Institutional Blockchain Adoption</h2>Morgan Stanley also highlighted that Galaxy Digital is well-positioned to benefit from the institutional adoption of blockchain technology, given its role as a blockchain-enabled investment bank. “Galaxy Digital Asset is levered to instutional blockchain adoption, a trend we view as nascent, enabled by the current political backdrop,” it said in its report.GLXY’s stock has gained more than 78% this year and nearly 170% in the last 12 months.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/xrp-leads-crypto-rebound-while-bitcoin-etfs-log-second-worst-outflow/cL2tFCRREbx">Ripple’s XRP Leads Crypto Rebound, While Bitcoin ETFs Log Second-Worst Outflow Streak This Year</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Galaxy Digital Stock Gains After Morgan Stanley’s ‘Overweight’ Rating – Analyst Calls AI And Blockchain A ‘Compelling Combination’ 

The firm said Helios data center could be among the world’s largest single-campus HPC sites.

Galaxy Digital Stock Gains After Morgan Stanley’s ‘Overweight’ Rating – Analyst Calls AI And Blockchain A ‘Compelling Combination’

The firm said Helios data center could be among the world’s largest single-campus HPC sites.


<ul class="summary-bullets"><li>Roblox’s stock dipped more than 13% after the company’s Q3 earnings beat expectations, but revenue fell short of expectations.</li><li>The company also cited that operating margins could decline in the coming year.</li><li>Roblox CEO David Baszucki defended the outlook, citing growth in users which required infrastructure and AI investment.</li></ul>Roblox Corp. (RBLX) stock fell sharply on Thursday after the company beat earnings expectations for its most recent quarter, but came in lower than expected on revenue.Investors reacted to guidance suggesting operating margins could decline in the coming year. CEO David Baszucki&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/video/2025/10/30/roblox-will-invest-in-infrastructure-to-keep-up-with-growth-says-ceo.html">told</a> CNBC that the dip in margins is a strategic trade-off to support the platform’s rapid expansion and technological innovation.<blockquote>We did give a hint that we've cumulatively grown on average over the last two years, 37%. We are going to spend and invest in our infrastructure to keep up with that growth.&nbsp;– David Baszucki, CEO, Roblox</blockquote><h2 class="st-heading-2">Roblox Q3 Results And Stock Reaction</h2><a href="http://stocktwits.com/symbol/RBLX">RBLX’s stock</a> plummeted more than 13% in afternoon trade on Thursday, down to levels last seen in August after its third-quarter (Q3) results underwhelmed investors. However, on Stocktwits, retail sentiment around the company improved to ‘extremely bullish’ from ‘bullish’ over the past day, as chatter surged to ‘extremely high’ from ‘low’ levels.Roblox reported a loss per share of $0.37, less than the estimated loss of $0.51, according to Koyfin data. Its revenue came in at $1.36 billion, a 48% growth year-over-year, but missed the $1.7 billion expected by Wall Street.<h2 class="st-heading-2">Temporary Margin Compression, Long-Term Payoff</h2>Baszucki framed the margin decline as a deliberate, short-term sacrifice to fuel growth. “It’s this spending that’s going to weigh down margins, sort of preparing for the future,” he said.&nbsp;The company reported 150 million daily active users, up from 100 million a year ago, alongside a 70% year-over-year rise in bookings to $1.9 billion. Baszucki emphasized that infrastructure and AI investments are essential to accommodate unprecedented peak usage, which recently surged to over 45 million concurrent users.<h2 class="st-heading-2">AI and Compute Drive Short-Term Costs</h2>Roblox is expanding both its core and edge data centers while leveraging cloud partnerships to manage spikes in platform activity. Baszucki also highlighted the rollout of “4D creation,” an AI-driven system that allows users to generate interactive objects and worlds simply by talking or drawing.&nbsp;He said that the investments aim to enhance content creation, improve monetization, and sustain long-term engagement, but they are expected to weigh on near-term profitability.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-dips-triggers-800-million-in-crypto-liquidations-after-powells-warning/cLGFrJnR3Dy">Bitcoin Dips, Triggers $800 Million In Crypto Liquidations After Powell’s December Warning</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

David Baszucki, CEO of Roblox speaks onstage during Vox Media's 2023 Code Conference at The Ritz-Carlton on September 26, 2023 in Dana Point, California. (Photo by Jerod Harris/Getty Images for Vox Media)

Roblox CEO Defends Margin Drop Amid Stock Sell-Off, Cites AI And Infrastructure Spending: Report

In an interview with CNBC, Roblox CEO David Baszucki framed the margin decline as a deliberate, short-term sacrifice to fuel growth

Shares of crypto miner Hive Digital (HIVE) rose nearly 25% in morning trade, hitting an 11-month high, after the company announced its Bitcoin (BTC) production rate more than doubled annually in September.<a href="http://stocktwits.com/symbol/HIVE">HIVE’s stock</a> hit a high of $5.54 on Monday morning. The last time it hit this level was in November 2024. On Stocktwits, retail sentiment around the company trended higher within ‘bullish’ territory, as chatter rose to ‘high’ levels from ‘normal’ over the past day. HIVE’s stock was the third highest trending ticker on the platform at the time of writing.Hive produced 267 BTC in September, up 8% from 247 BTC in August 2025 and 138% from 112 BTC in September 2024. The company averaged nine BTC per day, with its mining fleet operating at an average hashrate of 19.4 exahash per second (EH/s), peaking at 21.7 EH/s. Fleet efficiency reached 18 joules per terahash (J/TH), translating to 13.8 BTC per EH/s.&nbsp;Overall, Hive’s hashrate rose 19% month-over-month from 16.3 EH/s, outpacing a 16% increase in Bitcoin network difficulty, which climbed from 130 trillion to 151 trillion.Hive also reported that its 100-megawatt Phase 3 Valenzuela facility is nearing completion,&nbsp;with civil works finished, hydro containers installed, and the control center now live. The company said it expects future growth to mirror the economics of its Paraguay operations, where incremental hashrate boosts daily Bitcoin output and revenue while keeping power costs largely fixed under hydroelectric contracts.Hive’s global mining fleet now totals 21.8 EH/s, powered entirely by renewable hydroelectric energy. Additional ASICs coming online in October are expected to bring total capacity to 25 EH/s by U.S. Thanksgiving, November 27.“With construction substantially complete at our Phase 3, 100 MW site in Valenzuela, approximately 50% of the hashrate capacity is now online,” said President and CEO Aydin Kilic. “As we approach the successful completion of our targets for 2025, HIVE looks ahead to further expansion in global operations for 2026, with our cash flow from the Bitcoin mining business providing funding and growth for our HPC and GPU AI cloud business.”Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bnb-hits-all-time-high-leads-altcoin-rally-after-bitcoin-s-weekend-surge-lifts-crypto-market-to-record/ch6RTHzR3gR">BNB Hits All-Time High, Leads Altcoin Rally After Bitcoin’s Weekend Surge Lifts Crypto Market To Record</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Representative image of Bitcoin with stock market data. (Source: Andriy Onufriyenko/Getty Images)

HIVE Stock Hits 11-Month High After Bitcoin Output More Than Doubles Since Last Year 

The company produced 267 BTC in September, representing an 8% increase from 247 BTC in August 2025 and a 138% increase from 112 BTC in September 2024. 

Galaxy Digital (GLXY) announced on Monday the launch of GalaxyOne, a consumer-focused platform and app that integrates a 4% cash account, crypto custody and trading, and zero-commission trading in U.S. equities and ETFs.<a href="https://stocktwits.com/symbol/GLXY">Galaxy Digital’s stock</a> surged more than 10% in pre-market trading,&nbsp;putting it on track to reach its highest level since October 2008.U.S. users who meet know-your-customer (KYC) requirements can immediately buy, hold, and transfer Bitcoin (BTC), Ethereum (ETH), Solana (SOL), and Paxos Gold (PAXG). The mobile app, available on both Android and iOS, also supports trading in more than 2,000 U.S. stocks and ETFs, including fractional shares, with no commission fees.&nbsp;With the launch of its new product, Galaxy will now compete against the likes of Robinhood (HOOD) and eToro (ETOR) in the retail space, who also offer both cryptocurrency and equities trading.CEO Mike Novogratz said the launch aligns with Galaxy’s strategy to become a “full spectrum financial services provider,” delivering regulated and accessible products across all market segments.GalaxyOne was developed following Galaxy’s acquisition of the retail-focused financial app Fierce last year. Galaxy reported spending $12.5 million on the acquisition in its fourth-quarter (Q4) filing with the Securities and Exchange Commission (SEC).Galaxy Digital’s stock has doubled in value this year and gained more than 185% in the last 12 months.&nbsp; Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bnb-hits-all-time-high-leads-altcoin-rally-after-bitcoin-s-weekend-surge-lifts-crypto-market-to-record/ch6RTHzR3gR">BNB Hits All-Time High, Leads Altcoin Rally After Bitcoin’s Weekend Surge Lifts Crypto Market To Record</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Mike Novogratz, CEO of Galaxy Digital, gestures as he speaks during the Bitcoin 2022 Conference at Miami Beach Convention Center on April 8, 2022 in Miami, Florida. (Photo by Marco Bello/Getty Images)

Galaxy Digital Stock On Track To Hit October 2008 Highs After GalaxyOne Launch

With the launch of its new product, Galaxy will now be competing against the likes of Robinhood and eToro.

CoreWeave Inc. (CRWV) drew a wave of retail attention after Citi upgraded its rating on the cloud infrastructure firm to "Buy," signaling increased confidence in the company’s long-term trajectory.Following the upgrade,&nbsp;<a href="https://stocktwits.com/symbol/CRWV">CoreWeave stock</a> traded over 13% higher on Thursday morning, after the bell. On Stocktwits, retail sentiment toward the stock jumped to ‘extremely bullish’ (84/100) from ‘neutral’ (73/100) territory the previous day amid ‘high’ message volume levels.<figure class="image"><img style="aspect-ratio:956/114;" src="https://news.stocktwits-cdn.com/Screenshot_2025_07_31_101322_png_fc9090ea4d.webp" alt="CRWV’s Sentiment Meter and Message Volume as of 10:15 a.m. ET on July 31, 2025 | Source: Stocktwits" width="956" height="114"><figcaption>CRWV’s Sentiment Meter and Message Volume as of 10:15 a.m. ET on July 31, 2025 | Source: Stocktwits</figcaption></figure>The stock experienced a 127% increase in user message count in 24 hours. A bullish Stocktwits user expressed confidence in the company’s business.<stembedurl>https://stocktwits.com/Kmeach/message/623192754</stembedurl>Citi maintained its $160 price target on the stock, as per TheFly.&nbsp;The firm removed its ‘90-day negative catalyst watch,’ a risk flag it had previously placed on the name.&nbsp;Following a strong earnings report from Microsoft Corp.(MSFT), Citi noted that CoreWeave’s underlying business strength appears more durable than previously expected.&nbsp;Citi anticipates the company will benefit from a notable growth uptick starting in 2026. This optimism hinges on the company’s ability to scale contracts and capitalize on a strengthening market for artificial intelligence infrastructure.&nbsp;Citi acknowledged that short-term volatility may persist, especially with the looming share lockup period expiration on August 15, but the firm appears to view these risks as temporary.Morgan Stanley analyst Keith Weiss revised the price target on the stock to $91 from $58 while retaining an ‘Equal Weight’ rating.&nbsp;According to Weiss, the company’s first quarter (Q1) performance exceeded expectations, reflecting sound execution and strong customer demand.&nbsp;The analyst added that ongoing momentum and upbeat Q1 results could continue to lift forecasts. Still, he warned that the lockup expiration could pressure shares in the short term.The company has garnered attention in AI and cloud computing circles for its ability to deliver high-performance infrastructure.&nbsp;CoreWeave stock has gained over 187% since its listing in March.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/confluent-western-digital-microsoft-draw-highest-retail-chatter-on-stocktwits/choL9InR56A">Confluent, Western Digital, Microsoft Draw Highest Retail Chatter On Stocktwits After Blowout Earnings</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. 

Retail Traders Flock To CoreWeave After Citi Upgrade Sparks AI Optimism

Citi anticipates CoreWeave to benefit from a notable growth uptick starting in 2026, with the optimism hinging on the company’s ability to scale contracts and capitalize on a strengthening market for AI infrastructure.

CoreWeave Stock Jumped 13% On Thursday: Here’s What Happened

CoreWeave (CRWV), a cloud infrastructure provider backed by Nvidia (NVDA), announced on Monday that it will offer $1.5 billion in aggregate principal amount of senior unsecured notes due 2031 in a private placement.<a href="http://stocktwits.com/symbol/CRWV">CoreWeave’s stock</a> edged&nbsp;1.4%&nbsp;higher in pre-market trade.&nbsp;However, on Stocktwits, retail sentiment around the company dipped to ‘bullish’ from ‘extremely bullish’ a day ago amid ‘high’ levels of chatter.The stock was also buoyed by a price target hike from Barclays ahead of second-quarter (Q2) tech earnings, which are set to kick off this week. The brokerage raised its price target on the shares from $140 to $100, maintaining an ‘Equal Weight’ rating on Monday, as per TheFly.&nbsp;Barclays cited stronger channel checks in May and June, following the initial uncertainty seen in April, and stated that it expects strong Q2 earnings results and possible guidance raises.&nbsp;The company said the notes would be guaranteed on a senior unsecured basis by certain wholly owned subsidiaries of CoreWeave.&nbsp;It added that the notes would be offered only to qualified institutional buyers under Rule 144A or to non–U.S. persons under Regulation S.&nbsp;CoreWeave intends to use the proceeds for general corporate purposes, including the repayment of outstanding debt and covering fees and expenses related to the offering.&nbsp;It&nbsp;has not yet disclosed the interest rate or pricing details of the notes.The debt sale comes as Coreweave expands its footprint in AI infrastructure amid surging demand for GPU-powered cloud services.&nbsp;CoreWeave’s stock has more than quadrupled since its initial public offering (IPO) in March, earlier this year. The company is scheduled to report its second-quarter earnings results on August 14.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dow-futures-edge-higher-ahead-of-tech-earnings-stla-vz-clf-dpz-bp-stocks-to-watch/ch8A7sAR5rP">Dow Futures Edge Higher Ahead Of Tech Earnings – STLA, VZ, CLF, DPZ, BP Among Stocks To Watch</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 The CoreWeave company name and logo are displayed on digital billboards in Times Square during the company's Initial Public Offering (IPO) at the Nasdaq headquarters on March 28, 2025 in New York City. (Photo by Michael M. Santiago/Getty Images)

CoreWeave Plans $1.5 Billion Private Notes Offering

The Nvidia-backed company  intends to use the proceeds for general corporate purposes, including the repayment of outstanding debt and covering fees and expenses related to the offering.

The Nvidia-backed company intends to use the proceeds for general corporate purposes, including the repayment of outstanding debt and covering fees and expenses related to the offering.

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