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Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is experiencing significant volatility as investors weigh aggressive AI infrastructure expansion and a fuel cell partnership against broader software sector weakness. While some in the community see the current price action as a strategic shakeout of weak hands, others remain cautious due to concerns over high debt and shifting sentiment toward AI-driven software.

Globalstar, Inc. engages in the provision of mobile satellite services. It offers voice and data communications services to the following markets: recreation and personal, government, public safety and disaster relief, oil and gas, maritime and fishing, natural resources, mining, and forestry, construction, utilities, and transportation. The company was founded in November 2003 and is headquartered in Covington, LA.

Globalstar Inc.

Globalstar is experiencing intense trading activity driven by reports of Amazon entering advanced buyout talks to bolster its satellite internet network. While the community is actively debating the potential for a bidding war involving major sector players, many long-term shareholders are pushing back against lower valuation figures, emphasizing the strategic scarcity of the company's spectrum assets and its established partnership with Apple.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is currently trending as investors digest a major long-term deal with Google to develop custom AI chips and an expanded partnership with Anthropic, sparking debate over whether the stock's valuation fully reflects its role as a core infrastructure enabler. Community discussions are split between those viewing the partnership as a long-term catalyst for growth and others skeptical of the broader semiconductor sector's ability to maintain high AI-driven demand amidst market volatility.

AST Spacemobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an extensive IP and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is currently drawing intense investor attention as anticipation builds for the upcoming launch of BlueBird 7 on Blue Origin's New Glenn rocket. The community is actively debating the significance of recent operational silence, speculating on potential strategic partnerships with major tech giants, and tracking logistical clues like heavy cargo transport to the company's Midland, Texas facility.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is trending as shareholders react to a bullish letter from CEO Andy Jassy, which revealed significant growth in AWS AI services and custom silicon revenue. The community is actively discussing the company's massive capital expenditure plans and potential for infrastructure dominance, fueling optimistic sentiment around its long-term positioning against other tech heavyweights.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQ is trending due to a flurry of positive catalysts, including a landmark partnership with the University of Cambridge and a new stock registration filing that has kept trading volume high. The community is actively debating the stock's future, balancing enthusiasm for its quantum networking and hardware progress against concerns over dilution and high volatility as the sector experiences significant revaluation.

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Lucid Group is experiencing heightened volatility driven by the expansion of its robotaxi partnership with Uber and the announcement of a significant capital raise, even as investors debate the impact of the newly appointed CEO. Community sentiment remains polarized, with many traders focusing on potential dilution and production hurdles while others look toward the company's long-term pivot to a mainstream, higher-volume vehicle platform.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal Holdings is currently a major focus for traders as the stock experiences tight consolidation following a period of intense volatility and analyst scrutiny. Investors are actively debating the company's long-term valuation relative to its aggressive share buyback programs, while speculating on potential strategic shifts or M&A activity under new leadership.

Avis Budget Group, Inc. engages in the provision of vehicle sharing and rental services. It operates through the Americas and International segments. The Americas segment includes vehicle rental and car sharing operations in North America, South America, Central America, and the Caribbean. The International segment is involved in vehicle rental and car sharing operations in Europe, the Middle East, Africa, Asia, and Australasia. The company was founded in 1946 and is headquartered in Parsippany, NJ.

Avis Budget Group Inc

Avis Budget Group is experiencing massive volatility and elevated short interest, drawing comparisons to previous meme stock squeezes as retail investors debate whether the parabolic price action is driven by fundamental momentum or an unsustainable short-squeeze trap. The community is sharply divided, with bulls pointing to historical squeeze patterns and potential sector rotation, while bears highlight deteriorating fundamentals and the risks of holding through highly overbought technical levels.

JPMorgan Chase & Co. is a financial holding company, which engages in the provision of financial and investment banking services. The firm focuses on investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. It operates through the following segments: Consumer and Community Banking (CCB), Commercial and Investment Bank (CIB), Asset and Wealth Management (AWM), and Corporate. The CCB segment originates and services mortgage loans. The CIB segment makes markets and services clients across fixed income, foreign exchange, equities, and commodities. The AWM segment provides initial capital investments in products such as mutual funds and capital invested alongside third-party investors. The Corporate segment manages its liquidity, funding, capital, structural interest rate, and foreign exchange risks. The company was founded in 1799 and is headquartered in New York, NY.

JPMorgan Chase & Co.

JPMorgan Chase & Co

JPMorgan Chase is trending as investors weigh strong core banking operations against concerns over slowing loan growth, credit provisions, and management's cautious commentary on geopolitical and economic risks. The community remains divided, with some traders focused on the stock's resilience and institutional positioning, while others emphasize broader sector headwinds and potential downside risks in the current rate environment.

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<ul class="summary-bullets"><li>The decision disclosed during the company’s third-quarter earnings call will allow the Space Force to reopen the SCAR program to competitive bids.&nbsp;</li><li>The contract was not terminated due to technical issues, but rather because of disagreements over the program’s financial terms and structure.</li><li>AeroVironment recorded a $151 million non-cash goodwill impairment in Q3 tied to SCAR.</li></ul>AeroVironment Inc. (AVAV) stock received a sharp blow after a major U.S. defense contract tied to space technology was abruptly halted. During its third-quarter (Q3) 2026 earnings call on Tuesday, the company’s CEO, Wahid Nawabi, confirmed that the U.S. Space Force terminated the agreement, triggering investor concerns.&nbsp;The cancellation did not stem from technical shortcomings but from disagreements over the program’s financial framework.<blockquote>“Therefore, the U.S. Space Force has concluded to terminate our existing contract for convenience, pay us for our allowable incurred cost with a fee and enable AV to recompete for the program with their revised requirements and our proposed solution."-Wahid Nawabi, Chairman, President &amp; CEO, AeroVironment</blockquote>AeroVironment stock traded over 9% lower in Wednesday’s premarket.&nbsp;<h2 class="st-heading-2">What Is The SCAR Program About?&nbsp;</h2>The SCAR program is a U.S. Space Force initiative designed to modernize how the military communicates with satellites. Its goal is to replace aging, fixed parabolic dish antennas with modern phased-array antennas, specifically the BADGER system.Unlike traditional dishes that must physically move to track a satellite, phased-array antennas use software to electronically steer their beams. This allows one ground station to track multiple satellites simultaneously. AeroVironment inherited this contract as part of its $4.1 billion acquisition of BlueHalo in May 2025.&nbsp;<h2 class="st-heading-2">SCAR Program Termination: The Financial Hit</h2>Last week, the U.S. Space Force said it is reopening the project to competitive bids, a move that could invite participation from larger defense contractors.&nbsp;The latest termination decision significantly affected AeroVironment’s financial outlook. The company recorded a $151 million non-cash goodwill impairment in Q3 tied to SCAR, as in January, AeroVironment was instructed to halt activities under its agreement to supply BADGER phased-array antenna systems intended for the initiative.AeroVironment also trimmed its 2026 outlook, forecasting annual revenue between $1.85 billion and $1.95 billion while cutting projected earnings per share to a range of $2.75 to $3.10.Retail Traders Are Watching The DipOn Stocktwits, retail sentiment around the stock remained in ‘neutral’ territory while message volume jumped to ‘extremely high’ from ‘normal’ levels in 24 hours.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_11_064240_png_be42749f25.webp" alt="AVAV’s Sentiment Meter and Message Volume as of 06:15 a.m. ET on Mar. 11, 2026 | Source: Stocktwits" width="928" height="100"><figcaption>AVAV’s Sentiment Meter and Message Volume as of 06:15 a.m. ET on Mar. 11, 2026 | Source: Stocktwits</figcaption></figure>The stock saw a 310% surge in retail message over the last 24-hour period.&nbsp;&nbsp;A bullish Stocktwits user said it is time for a rebound.&nbsp;<stembedurl>https://stocktwits.com/maxD2016/message/647195278</stembedurl>Another user said they would take a sizable position because they believe the drop from about $400 to $200 over the SCAR program development is overblown.&nbsp;<stembedurl>https://stocktwits.com/Sleepygsx/message/647193206</stembedurl>AVAV stock has gaine dover 78% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/orcl-vs-crm-is-heating-up-oracle-now-has-3-products-that-salesforce-doesn-t-says-co-ceo/cZdArybRIJB">ORCL Vs CRM Is Heating Up: Oracle Now Has 3 Products that Salesforce Doesn't, Says Co-CEO</a>

In this photo illustration, the AeroVironment logo is seen displayed on a smartphone screen. 

AVAV Stock Faces Selloff After Space Force Ends SCAR Contract, But Retail Says Time For ‘Rebound Now’

AeroVironment Inc company’s CEO, Wahid Nawabi, confirmed that the U.S. Space Force terminated the agreement, prompting investor concerns. 

Equity

The company’s CEO, Wahid Nawabi, confirmed that the U.S. Space Force terminated the agreement, prompting investor concerns. 


<ul class="summary-bullets"><li>UiPath will report quarterly results after the markets close on Wednesday.</li><li>Traders are keenly watching high short interest, anticipating a massive squeeze and significant upside potential post-earnings.</li><li>Stocktwits sentiment for PATH jumped to ‘extremely bullish’ from ‘bullish.’</li></ul>Retail sentiment for UiPath, Inc.&nbsp;on Stocktwits climbed sharply higher even as the stock broke its five-day winning streak on Tuesday, ahead of its fourth-quarter report.&nbsp;The retail trading community on the platform believes that rising short positions pressured PATH stock, although many expect a strong earnings report on Wednesday, which could prompt a short squeeze. A short squeeze occurs when a heavily shorted stock rises sharply, forcing short sellers to buy back shares and pushing the price even higher.&nbsp;UiPath is among the key stocks investors are watching amid rising enterprise adoption of AI tools. The company offers software that automates repetitive, time-consuming business tasks, such as filling out forms, extracting information from documents, and generating reports – also known as Robotic Process Automation (RPA).&nbsp;Over the past year, it has doubled down on its shift to AI-driven, agentic automation, rolling out new tools such as Agent Builder and deepening partnerships with players including OpenAI, SAP, and Deloitte.PATH Stock Move<a href="https://stocktwits.com/symbol/PATH">UiPath shares</a> dropped 3.2% on Tuesday, though they recouped part of the loss in the after-hours session. They’ve been on a sharp upward trajectory, rising by over 16% over the past nine sessions, though they are still down about 30% year to date.Notably, short interest in shares has risen to a record 15.7% from 7.9% in mid-December, per Koyfin data.&nbsp;<h2 class="st-heading-2">Retail’s View On PATH</h2>Stocktwits sentiment for the stock shifted to ‘extremely bullish’ as of late Tuesday, from ‘bullish’ the previous day.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_11_at_7_15_44_AM_png_6aae7641ef.webp" alt="Screenshot 2026-03-11 at 7.15.44 AM.png" width="699" height="85"><figcaption>PATH sentiment and message volume as of March 10 | Source: Stocktwits</figcaption></figure>“For a red day after many green ones, I can not complain, as it was only 3%. Tomorrow is the big day. $15 plus on a good report!”&nbsp;<a href="https://stocktwits.com/TheDizPlinTrader/message/647158950">said</a> a user.Another&nbsp;<a href="https://stocktwits.com/fundamentalCo/message/647091456">said</a>: “60%+ short squeeze with a stellar FY result and improved guidance is completely possible with 20%+ short interest, let’s go!”&nbsp;Some traders held a different view, owing to the same short positions and the news that chip giant Nvidia is reportedly planning to&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-s-next-ai-bet-report-says-nemo-claw-could-power-enterprise-ai-agents/cZdoNuERIes">launch an agentic AI platform</a>.&nbsp;“It's very risky and with nvda news out the whole software sector is back to tanking mode and It's a longer term event. Strong sell imo,”&nbsp;<a href="https://stocktwits.com/Darth_Bearius/message/647113437">said</a> a bearish user.<h2 class="st-heading-2">PATH Earnings Watch, Recent Updates</h2>Analysts expect revenue to rise nearly 10% to $464.8 million, per Koyfin, when the company reports its fourth-quarter results after the markets close on Wednesday. Adjusted profit is expected to decline 2% to $0.25 per share.UiPath&nbsp;won a spot in the S&amp;P 400 at the start of the year. Meanwhile, CEO and Chairman Daniel Dines sold over $4 million worth of shares in January 2026 and December 2025.For updates and corrections, email newsroom[at]stocktwits[dot]com.

 A UiPath logo seen displayed on a smartphone with stock market percentages in the background. 

PATH Stock Snaps 5-Day Winning Streak — Why Retail Sentiment Is Surging Ahead Of Q4 Earnings

UiPath’s Short interest has climbed to 15.7%, nearly double mid-December levels, prompting some traders to expect a short squeeze if the earnings report beats expectations.

<ul class="summary-bullets"><li>The CEO said that apart from providing AI customer service for large Fortune 500 companies, including insurance and healthcare providers, SoundHound was also creating solutions for a single-location merchant.&nbsp;</li><li>Speaking of the company’s latest quarterly earnings results, Mohajer touted SoundHound’s record customer deals closed in the quarter.&nbsp;</li><li>He said the company’s customers were diversified enough, with some providing a big, consistent commitment over many years, and others who provide some revenue upfront, that eventually scales over time.</li></ul>Keyvan Mohajer, co-founder and CEO of conversational intelligence company SoundHound AI, Inc. said that the biggest growth story at the moment is coming from customer service.In an exclusive <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=RxHIFzd4MPU">interview</a> with Stocktwits, Mohajer said that SoundHound AI (SOUN) was prepared with diverse solutions for different sectors.“We are seeing the biggest growth right now in customer service. So agent AI for businesses of all sizes,” he said in the interview. “And that's the area (where) we see unlimited potential.”Explaining further, the CEO said that apart from providing AI customer service for large Fortune 500 companies, including insurance and healthcare providers, the company was also creating solutions for a single-location merchant.“You can be a retail, maybe barbershop, even, you can have your own AI customer service in a matter of minutes. We've prepared different solutions for different sectors,” he said.<h2 class="st-heading-2">Demand And Diversification</h2>Speaking of the company’s latest earnings results, Mohajer touted SoundHound’s record customer deals closed in the quarter.“And that really speaks to the demand for AI and our solutions,” he said. “As people have noted, the software industry, the legacy software industry is disrupted…And these companies need a partner like SoundHound to help them through the transformation.”The CEO also highlighted the company’s diversified customer base as a win. “If you look at three years ago or a little bit before that, (SoundHound) had one or two customers (that) really contributed to the majority of our revenue.” However, in 2025, Mohajer said that no single customer contributed more than 10% to the company’s sales.He said the company’s customers were diversified enough, with some providing big, consistent commitment over many years, and others who provide some revenue upfront, that eventually scales over time.“So we have all sorts of deals, but just what I really want to highlight is that it's so diverse. We are in automotive, we’re in TVs, we're in IoT devices,” he said.<h2 class="st-heading-2">SoundHound Q4 Earnings</h2>SoundHound AI reported fourth-quarter (Q4) <a href="https://stocktwits.com/news-articles/markets/equity/sound-hound-stock-offers-excellent-value-now-why-retail-traders-are-more-bullish-after-q4-earnings/cZTc55MRIRm">earnings</a> results last week, posting a 59% increase in revenue to $55.1 million, beating analysts’ estimates. The company also reported a narrower adjusted net loss in Q4 of $0.02 per share from $0.05, in the same period in the previous year.For the full-year of 2025, revenue nearly doubled to $169 million. For the upcoming year, SoundHound AI has projected revenue between $225 million and $260 million.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/SOUN">SOUN shares</a> was in the ‘extremely bullish’ territory over the past 24 hours amid ‘extremely high’ message volumes. Retail chatter on the platform jumped 134%, according to Stocktwits data from Tuesday morning.Meanwhile, the company’s stock has declined more than 17% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The SoundHound AI appears on a smartphone screen and as a background on a laptop computer screen in this photo illustration.

EXCLUSIVE: SoundHound CEO Keyvan Mohajer Says AI Agents For Businesses Has ‘Unlimited Potential’

In an exclusive interview with Stocktwits, Mohajer said that SoundHound AI was prepared with diverse solutions for different sectors.

Sector ETFs to Benefit from U.S.-Iran Unrest 

Rising U.S.-Iran tensions lifted oil risks and defense outlook, positioning energy, shipping, cybersecurity and metals ETFs for potential gains.

<ul class="summary-bullets"><li>SoundHound forecast 2026 revenue between $225 million and $260 million, higher than analysts’ expectations of $230.2 million.</li><li>The company’s revenue doubled in 2025.</li><li>Although the stock remained muted post the results, Stocktwits sentiment climbed higher in the ‘extremely bullish’ zone.&nbsp;</li></ul>SoundHound AI, Inc. issued an upbeat 2026 revenue forecast after more than doubling sales last year, drawing renewed interest from retail traders who said the recent pullback has made the stock increasingly attractive following a strong earnings report.Traders also anticipated a massive short squeeze, speculating that current market action is due to heavy short interest preparing to cover. Short trades rose sharply over the past months, climbing to 29.4% of the stock’s float as of Thursday from 24.5% in mid-November.With its stock under $9 and market capitalization under $4 billion, SoundHound AI has gained traction with retail investors as a lower-priced AI play with rapid revenue growth, offering high-upside exposure to the AI theme after bigger names became crowded trades.<h2 class="st-heading-2">Soundhound Q4 Results</h2>The company, which sells voice AI systems to a range of industries, including retail and automobiles, said its fourth-quarter revenue increased 59% to $55.1 million. That came in slightly higher than analysts’ $54 million estimate. Adjusted net loss in Q4 narrowed to $0.02 per share from $0.05, in line with estimates.&nbsp;&nbsp;For the full-year, revenue increased by nearly 100% to $169 Million.&nbsp;For 2026, the company expects revenue of $225 million to $260 million. Analysts expect $230.2 million.“As traditional software faces massive AI disruption, businesses are looking to partner with AI natives that can help them achieve success in a new era. This is creating strong tailwinds for SoundHound,” CEO Keyvan Mohajer said in a statement.The company detailed a range of new order wins in its&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://investors.soundhound.com/news-releases/news-release-details/soundhound-ai-reports-record-annual-revenue-169-million-nearly">earnings report</a>.<h2 class="st-heading-2">Retail’s Reaction To SOUN</h2>On Stocktwits, the retail sentiment for SOUN jumped multiple points higher in the ‘extremely bullish’ zone, with members advising buying shares at current levels.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_27_at_9_08_58_AM_png_da6c693ed1.webp" alt="Screenshot 2026-02-27 at 9.08.58 AM.png" width="701" height="88"><figcaption>SOUN sentiment and message volume as of February 26 | Source: Stocktwits</figcaption></figure>“$SOUN Solid earnings, great outlook and excellent value at these levels,” said a user, while another&nbsp;<a href="https://stocktwits.com/Dj68/message/646049563">said</a> they would be “doubling my position, any pull-backs I'll load.”<stembedurl>https://stocktwits.com/bas575/message/646042657</stembedurl>Some traders expressed frustration at the muted stock reaction – SOUN rose a mere 0.1% in the after-market session – and speculated&nbsp;on manipulation by large investors and options traders. Still, they&nbsp;<a href="https://stocktwits.com/Say_Wen/message/646048163">expected</a> SOUN to rally strongly over the company days.<a href="https://stocktwits.com/symbol/SOUN">SoundHound shares</a> are down about 66% from their recent peak in October 2025. Before Thursday's earnings report, they climbed for five straight sessions, rising 27%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/coreweave-plans-to-raise-8.5-billion-in-a-deal-backed-by-meta-report/cZRw7U4R4Cu">CoreWeave Plans To Raise $8.5 Billion In A Deal Backed By Meta: Report</a>&nbsp;

In this photo illustration, the logo of SoundHound AI, Inc. is displayed on a smartphone screen.

SoundHound Stock Offers ‘Excellent Value’ Now? Why Retail Traders Are More Bullish After Q4 Earnings

SoundHound AI has emerged as a favorite among retail investors as a lower-priced AI play, as well as for its sharp revenue growth and stock swings. 

<ul class="summary-bullets"><li>The U.S. Department of Commerce is inviting manufacturing robot and humanoid makers alike for the roundtable.&nbsp;</li><li>The gathering is slated for March 10 and aims to identify key supply chain and policy challenges affecting American robotics manufacturing and deployment.</li><li>Global X Artificial Intelligence &amp; Technology ETF (AIQ) and Global X Robotics and Artificial Intelligence ETF (BOTZ) both climbed higher at the time of writing.</li></ul>Shares of robot makers rose on Wednesday on the heels of reports that the U.S. Department of Commerce is convening American robot manufacturers for a roundtable next month.Semafor<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.semafor.com/article/02/25/2026/us-government-to-meet-with-robot-makers-as-china-competition-intensifies"> reported </a>on Wednesday that the roundtable is aimed at bolstering the domestic robot industry as U.S. competition with China intensifies. The department is reportedly inviting both robot and humanoid manufacturers.Shares of Symbiotic (SYM) edged up as much as 3%, and Tesla (TSLA) shares rose 2% at the time of writing. While Symbiotic builds and operates automated warehouse systems, Tesla is looking to start production of its humanoid robot called Optimus later this year.Global X Artificial Intelligence &amp; Technology ETF (AIQ) and Global X Robotics and Artificial Intelligence ETF (BOTZ) both added 2%.<h2 class="st-heading-2">Meeting Details</h2>The gathering is slated for March 10 and aims to identify “key supply chain and policy challenges affecting American robotics manufacturing and deployment,” Semafor reported, citing an invitation from Commerce’s National Telecommunications and Information Administration. The report said that the department is gathering the robot makers to seek feedback on federal robotics policies.The invitation comes weeks after Politico reported that the Trump administration is considering an executive order on robotics this year.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around SYM stock improved from ‘extremely bearish’ to ‘bearish’ territory over the past 24 hours, while message volume fell from ‘low’ to ‘extremely low’ levels.Meanwhile, sentiment around TSLA stock rose from ‘bullish’ to ‘extremely bullish’ territory amid ‘low’ message volumes.<a href="https://stocktwits.com/symbol/SYM">SYM stock</a> more than doubled over the past 12 months. <a href="https://stocktwits.com/symbol/TSLA">TSLA</a>, meanwhile, gained 37%.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/smci-stock-surges-on-launch-of-nvidia-powered-enterprise-ai-data-platform/cZRyL3DRIGY">SMCI Stock Surges On Launch Of Nvidia-Powered Enterprise AI Data Platform</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A pair of 1X androids are displayed at the International Conference on Robotics and Automation (ICRA) at ExCel on May 30, 2023 in London, England. (Photo by Leon Neal/Getty Images)

SYM, TSLA Stocks Rise On Reports Of Upcoming Govt. Meeting To Discuss Robotics Policies  

Semafor reported on Wednesday that the upcoming roundtable is aimed at bolstering the domestic robot industry as U.S. competition with China intensifies.

<ul class="summary-bullets"><li>The new facility opens as India’s technology sector experiences rapid growth and increasing influence in AI development.</li><li>The Bengaluru hub joins SoundHound’s existing offices in North America, Europe, and Asia.</li><li>On Tuesday, the company introduced a new voice-enabled retail assistant called Sales Assist.</li></ul>SoundHound AI Inc. (SOUN) stock drew investors’ attention on Wednesday after the company expanded its global operations with the launch of a new innovation hub in Bengaluru, India, strengthening its presence in one of the world’s fastest-growing artificial intelligence markets.&nbsp;The move underscores the company’s push to scale its agentic AI technology worldwide.<h2 class="st-heading-2">Gaining Influence In AI</h2>The new facility opens as India’s technology sector experiences rapid growth and increasing influence in artificial intelligence development, with the company positioning the Bengaluru center as a key driver of its next phase of platform advancement.The site is expected to boost research and engineering efforts tied to SoundHound’s evolving AI agent ecosystem. The Bengaluru hub joins SoundHound’s existing offices in North America, Europe, and Asia, including locations in Santa Clara, New York, Paris, Berlin, Beijing, Seoul, and Toronto.<blockquote>“Bengaluru is a global magnet for world-class AI talent, and our new office here is more than just a workspace; it’s an innovation hub where the future of human-to-AI interaction is being built.”&nbsp;-Keyvan Mohajer, CEO &amp; Co-Founder, SoundHound AI&nbsp;</blockquote><a href="https://stocktwits.com/symbol/SOUN">SoundHound stock</a> traded over 3% higher on Wednesday mid-morning. On Stocktwits, retail sentiment around the stock shifted to ‘extremely bullish’ from ‘bullish’ territory the previous day. Message volume flipped to ‘high’ from ‘low’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_25_111104_png_9b7858c816.webp" alt="SOUN’s Sentiment Meter and Message Volume as of 11:00 a.m. ET on Feb. 25, 2026 | Source: Stocktwits" width="926" height="99"><figcaption>SOUN’s Sentiment Meter and Message Volume as of 11:00 a.m. ET on Feb. 25, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Expanding Agentic AI Capabilities</h2>SoundHound AI develops enterprise-grade voice and conversational AI systems used across retail, healthcare, automotive, financial services, restaurants, insurance, and government sectors.&nbsp;On Tuesday, the company introduced a new voice-enabled retail assistant called Sales Assist. The agent is designed to aid frontline employees during live customer discussions. With shopper consent, the system listens to conversations, interprets intent and context, and delivers tailored suggestions to a connected device.SOUN stock has declined by over 3% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-ixhl-stock-tank-over-today/cZRy4khRIGO">Why Did IXHL Stock Tank Over 32% Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

SoundHound Bets On India’s AI Boom With New Tech Center: Retail Cheers The Move

The site is expected to boost research and engineering efforts tied to SoundHound’s evolving AI agent ecosystem.

AI Disruption Hit Multiple Sector ETFs: Is the Fear Overblown?

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Meta, Microsoft Earnings Signal AI Payoff Matters: ETFs in Focus

Big Tech earnings revive AI payoff fears. META rallies on growth, MSFT slides on payoff concerns. Which AI ETFs still make sense now?

<ul class="summary-bullets"><li>Together, the partners plan to co-develop next-generation artificial intelligence systems that can automate and enhance core customs tasks.</li><li>These tools could shorten inspection times, improve accuracy in tariff and duty collection, and help detect threats such as narcotics and human trafficking.&nbsp;</li><li>Last week, BigBear.ai said it had bought some technology from CargoSeer.</li></ul>BigBear.ai (BBAI) announced on Wednesday that it has entered into a partnership with Maqta Technologies, the digital technology division of AD Ports Group, to boost customs operations and streamline border workflows.Both parties want to use advanced AI tools to help governments and private operators boost processing speed, tighten security, and cut operational bottlenecks.<h2 class="st-heading-2">Why The Partnership Matters</h2>Seaborne trade represents roughly 70% of global commerce by value, moving an estimated $17 trillion of goods annually across ocean routes. This volumes pressure ports and customs officials to process huge quantities of cargo while maintaining security.&nbsp;Together, the partners plan to co-develop next-generation artificial intelligence systems that can automate and enhance core customs and border management tasks. These tools could shorten inspection times, improve accuracy in tariff and duty collection, and help detect threats such as narcotics, weapons, and human trafficking in real time.At the time of writing,&nbsp;<a href="https://stocktwits.com/symbol/BBAI">BigBear stock&nbsp;</a>traded over 1% lower on Wednesday mid-morning.&nbsp;<h2 class="st-heading-2">Deal Momentum</h2>The company has been gaining momentum with a slew of recent acquisitions and partnerships. In late December,&nbsp;the AI solutions provider closed a $250 million cash deal to acquire secure AI platform Ask Sage, boosting its ability to provide AI at scale to defense, intelligence, and other regulated environments.Last year, the company introduced its biometric identity verification technology at Nashville International Airport (BNA). Through its veriScan platform, BigBear.ai is enabling expedited customs processing for American citizens entering the U.S. via BNA’s International Arrivals Facility.Last week, BigBear.ai said it had bought some technology from CargoSeer, an AI company that helps customs agencies scan cargo and manage trade risks.&nbsp;<h2 class="st-heading-2">What Are Stocktwits Users Saying</h2>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_01_28_112558_png_0e3a11556e.webp" alt="BBAIs Sentiment Meter and Message Volume as of 11:15 a.m. ET on Jan. 28, 2026 | Source: Stocktwits" width="928" height="107"><figcaption>BBAIs Sentiment Meter and Message Volume as of 11:15 a.m. ET on Jan. 28, 2026 | Source: Stocktwits</figcaption></figure>One Stocktwits user said the company’s revenue growth, along with contracts, could push the stock’s price higher.&nbsp;<stembedurl>https://stocktwits.com/H3rbG00dw1n/message/643149421</stembedurl>BBAI stock has gained over 63% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ondas-optimus-drone-blue-list-department-of-war-defense-agency/cmygeSiR407">Ondas Stock Is Rallying Again – Why Everybody Is Talking About The Optimus Drone</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The logo of BigBear.ai Holdings, Inc. displayed on a smartphone screen, with the company's latest stock market chart visible in the background on April 26, 2025, in Chongqing, China. (Photo illustration credit: Cheng Xin/Getty Images)

BBAI Stock Draws Investor Focus As New Partnership Strengthens Customs And Border Tech Push

BigBear.ai and Maqta Technologies look to use advanced AI tools to help governments and private operators boost processing speed, tighten security, and cut operational bottlenecks.

Global X Funds - Global X Funds Global X Robotics & Artificial Intelligence ETF

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