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Invesco QQQ Trust Series 1

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

Intel Corp.

Intel Corp

Intel is surging following a strong quarterly beat and raise, with the community actively discussing a shift in market perception as the company rebrands itself as a core player in AI infrastructure. Investors are debating the sustainability of this momentum, weighing concerns about capital intensity and valuation against excitement for a potential long-term CPU renaissance and foundry strategy execution.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is surging to record highs, driven by investor enthusiasm following Intel's earnings beat and broad sector rotation into semiconductor and AI-focused infrastructure plays. While the community is split between bullish sentiment over long-term AI megatrends and concerns regarding potential overvaluation, many traders are closely watching for continued momentum into the upcoming earnings cycle.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X ETF

Direxion Daily Semiconductor Bear 3X Shares

The Direxion Daily Semiconductor Bear 3X Shares (SOXS) is trending as investors struggle with a relentless, multi-week rally in semiconductor stocks that has left the fund significantly depressed and near historic lows. The community remains heavily divided, with many debating whether this semiconductor sector strength represents an unsustainable bubble nearing a "blow-off top" or a continuation of an AI-driven supercycle that makes betting against the trend a dangerous "falling knife" scenario.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

SOXL is seeing massive volatility driven by extreme AI chip demand, a semiconductor supply "super cycle," and intense community debate over whether the surge represents a historic bubble or a persistent, momentum-driven melt-up. While bulls are riding the parabolic trend with high-leverage positions and dismissing pullbacks, skeptics are actively shorting the symbol, citing comparisons to past market manias and unsustainable valuation levels.

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 as investors debate its massive market cap against high-growth semiconductor peers like AMD and Intel, with the community closely tracking its strategic partnerships and the broader impact of AI infrastructure demand. Discussion remains polarized, with many retail traders frustrated by the stock's recent sideways movement compared to the wider chip sector, while others argue that its dominant ecosystem position makes it a long-term anchor for the AI trade.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

The Invesco QQQ Trust is experiencing intense volatility driven by speculative trading around Middle East ceasefire headlines and ongoing semiconductor sector concentration. Investors are actively debating whether the current rally is a sustainable AI-led bull cycle or a precarious bubble vulnerable to geopolitical shocks and unsustainable valuation levels.

Skillz, Inc. operates a mobile gaming platform that connects players in competition. It helps developers build franchises by enabling social competition in their games. Skillz hosts casual esports tournaments for mobile players worldwide. The company was founded by Andrew C Paradise and Casey Chafkin in 2012 and is headquartered in Las Vegas, NV.

Skillz Inc - Ordinary Shares - Class A

Skillz Inc

Skillz Inc. is experiencing extreme volatility and massive trading volume following a jury verdict that awarded the company over $1 billion in damages and disgorgement against a rival for fraudulent bot usage. The community is heavily focused on the potential for a major short squeeze due to the company's tight float and the significant legal catalyst, with traders debating whether to hold for triple-digit gains or exit into the intense retail-driven momentum.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers is trending as investors react to volatility driven by the company's expansion into GLP-1 treatments and broader market concerns regarding potential competition from Amazon. The community remains divided, with bullish participants pointing to strong subscriber growth and platform potential as a catalyst for a short squeeze, while bears highlight valuation concerns and the impact of the competitive landscape on margins.

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

UpDog

UpDog is generating significant community buzz through aggressive cross-promotion with other trending assets and a lighthearted social strategy centered on the classic 'what's UpDog' joke. Supporters are actively coordinating on platforms like Telegram to drive visibility, maintain social engagement, and push for broader market participation.

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 rallying as investors react to confirmed production orders linked to Marvell and broader expectations that its optical interposer platform is becoming critical to AI data center infrastructure. The community is actively debating the stock's transition from speculative R&D to commercial execution, with strong enthusiasm regarding hyperscale partnerships and the potential for the company to become an industry standard in optical connectivity.

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<ul class="summary-bullets"><li>The Kobeissi Letter said that a record 15.4% of investment-grade debt is also tied to AI, making it the largest sector in the U.S. credit market.&nbsp;</li><li>Marko Kolanovic, former chief global market strategist at JPMorgan Chase, said in a post on X that the thematic concentration is a massive market risk.&nbsp;</li><li>The Roundhill Generative AI &amp; Technology ETF has surged 119% over the last year, while the SPDR S&amp;P 500 ETF, which tracks the S&amp;P 500 index, has risen 29.6% over the same period.&nbsp;</li></ul><p>When OpenAI's now-ubiquitous bot ChatGPT launched four years ago and sparked early hype around artificial intelligence, AI-linked stocks accounted for only about a quarter of the S&amp;P 500.&nbsp;</p><p>Now, that share has nearly doubled, unnerving many on Wall Street even as several exchange-traded funds riding the hot theme have outperformed the benchmark indexes.</p><h2 class="st-heading-2">The 'Massive' AI Risk&nbsp;</h2><p>According to research from Goldman Sachs, AI-linked stocks now account for nearly 45% of the S&amp;P 500, up from about 25% in 2022 when OpenAI rolled out ChatGPT for the public.</p><p>Currently, the top holdings in the S&amp;P 500 by weight are all considered AI plays to varying degrees, with most belonging to the "Magnificent Seven" group.</p><div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col><col></colgroup><tbody><tr><td><strong>Number</strong></td><td><strong>Company</strong></td><td><strong>Symbol</strong></td><td><strong>Weight</strong></td></tr><tr><td>1</td><td>NVIDIA Corp.</td><td>NVDA</td><td>7.52%</td></tr><tr><td>2</td><td>Apple Inc.</td><td>AAPL</td><td>6.22%</td></tr><tr><td>3</td><td>Microsoft Corp.</td><td>MSFT</td><td>4.78%</td></tr><tr><td>4</td><td>Amazon.com Inc.</td><td>AMZN</td><td>4.25%</td></tr><tr><td>5</td><td>Alphabet Inc.</td><td>GOOGL</td><td>3.29%</td></tr><tr><td>6</td><td>Broadcom Inc.</td><td>AVGO</td><td>3.08%</td></tr><tr><td>7</td><td>Alphabet Inc.</td><td>GOOG</td><td>3.06%</td></tr><tr><td>8</td><td>Meta Platforms Inc.</td><td>META</td><td>2.59%</td></tr><tr><td>9</td><td>Tesla Inc.</td><td>TSLA</td><td>2.17%</td></tr><tr><td>10</td><td>Walmart Inc.</td><td>WMT</td><td>1.63%</td></tr></tbody></table></figure></div><p>In March 2026 alone, S&amp;P Dow Jones Indices added three companies directly tied to the AI infrastructure boom to the S&amp;P 500: Vertiv Holdings Co. (VRT), which specializes in power and cooling systems for data centers and AI servers; Lumentum Holdings Inc. (LITE), which produces advanced optical components and lasers for high-speed AI data center networking; and Coherent Corp. (COHR), which focuses on photonics and silicon photonics for AI computing clusters.</p><p>The Kobeissi Letter, which provides industry-leading market commentary, noted in a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/KobeissiLetter/status/2047492227035742429">post</a> on X that the record concentration comes even as investment-grade debt linked to AI is surging to record levels and called it a “shocking" statistic.<br>"Never before has a single theme dominated both U.S. equity and credit markets to this magnitude," The Kobeissi Letter said.</p><p><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_24_at_12_20_21_PM_png_1d187b0e58.webp" alt="Screenshot 2026-04-24 at 12.20.21 PM.png"></p><p>A record 15.4% of investment-grade debt is now tied to AI, making it the largest sector in the U.S. credit market, according to the commentator. Meanwhile, AI-linked debt has nearly doubled since 2020 to an all-time high of $1.4 trillion, it added.&nbsp;</p><h2 class="st-heading-2">Big Tech AI Capex Is Ballooning</h2><p>These numbers come amid record capital expenditure spending from hyperscalers in 2026, expected to reach nearly $700 billion. &nbsp;"So let's say it turns out AI can't be profitably monetized near term to justify ongoing spend, or there is a capex cut due to cyclical downturn &nbsp;(advertising, consumer, energy). This 45% thematic concentration represents a massive market risk," said Marko Kolanovic, former chief global market strategist at JPMorgan Chase, in a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/markoinny/status/2047494636831228226">post</a> on X.&nbsp;</p><h2 class="st-heading-2">AI ETFs Are Leaving S&amp;P 500 In The Dust</h2><p>The <a href="https://stocktwits.com/symbol/AIQ">Global X Artificial Intelligence &amp; Technology ETF</a> (AIQ), which invests in both hardware- and software-linked AI plays, has gained more than 47% over the past year, and the <a href="https://stocktwits.com/symbol/chat">Roundhill Generative AI &amp; Technology ETF</a> (CHAT), another fund that tracks AI companies, surged 119% over the same period. Meanwhile, the <a href="https://stocktwits.com/symbol/spy">SPDR S&amp;P 500 ETF</a> (SPY), which tracks the S&amp;P 500 index, has risen 29.6% over the same period.</p><p>It should be noted, however, that AIQ's top two holdings are South Korean tech giants SK Hynix and Samsung Electronics, while CHAT's are Nvidia and Alphabet. Stocktwits sentiment for AIQ was last in the 'neutral' zone, while it was 'bullish' for CHAT.</p><h2 class="st-heading-2">Is There An AI Bubble Or Not?</h2><p>Many Wall Street analysts and investors have increasingly warned about a potential AI bubble. "The Big Short" investor Michael Burry has repeatedly cautioned that the current boom <a href="https://stocktwits.com/news-articles/markets/equity/michael-burry-ai-spending-big-tech-cashflow-warnings/cZRqQuiR4UJ">mirrors the dot-com era</a>, driven by unsustainable data center spending, rising leverage, and accounting risks that could mask underlying financial strain.&nbsp;</p><p>Meanwhile, Citrini Research outlined a <a href="https://stocktwits.com/news-articles/markets/equity/michael-burry-cites-interesting-thought-experiment-from-citrini-research-on-ai-says-and-you-think-im-bearish/cZRtvm2R4yk">more structural risk</a>, arguing that while AI may boost corporate margins in the near term, widespread job displacement and weakening consumer demand could ultimately trigger a negative economic feedback loop, leading to a broader market downturn.</p><p>Martin Varsavsky, Google-backed serial entrepreneur, noted late Thursday that a massive repricing was around the corner. "This is what bubbles look like when narrative outruns cash flow. AI will transform everything, but when one theme dominates both equity and credit markets, the setup for violent repricing is obvious," he said in a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/martinvars/status/2047512397993136203">post</a>.&nbsp;</p><p>Earlier this year, Goldman Sachs reportedly launched an S&amp;P ex-AI index that allows investors to access the S&amp;P 500 benchmark index without AI-related exposure.</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

Digital Intelligence - AI Icon Illuminated Against Financial Data and Binary Streams | Source: Getty Images

AI Trade Risk: What Happens When One Theme Dominates Markets Like Never Before?

According to research from Goldman Sachs, AI-linked stocks now account for nearly 45% of the S&P 500, up from about 25% in 2022.

Equity

4 Sector ETFs for 2Q 2026

Geopolitics and AI are reshaping markets in Q2 2026. Energy, tech, consumer and utilities emerge as key sector ETF plays amid rising uncertainty.

ETFs in Focus as Anthropic Eyes IPO: A Blockbuster on the Way?

Anthropic's potential IPO could be a $60B blockbuster. Here's how AI and IPO-focused ETFs may benefit from one of the biggest listings in the tech space.

The Zacks Analyst Blog Highlights FWD, ARKK, CHAT, AIQ and VOO

ARK Innovation ETF and peers offer exposure to AI-driven disruption, as investors are urged to stay invested despite market volatility and geopolitical risks.

Stay Invested Despite Market Chaos With These ETFs

Stay invested amid market chaos. AI disruption and geopolitics may drive volatility, but these ETFs offer long-term growth and stability.

Likely Short-Term ETF Winners & Losers Amid Google Breakthrough 

Google???s TurboQuant sparks ETF moves -- AI funds gain on efficiency hopes, while memory-linked ETFs slip on fears of weaker chip demand outlook. 

<ul class="summary-bullets"><li>Barclays analyst Tom O'Malley raised the firm's price target on Arm to $200 from $165 and kept an ‘Overweight’ rating on the shares.</li><li>RBC Capital said that Arm’s much-anticipated full-chip strategy will complement its IP business.</li><li>Arm on Tuesday had announced that it is extending into&nbsp;the&nbsp;production of silicon products for the first time in its history.&nbsp;</li></ul><p>Shares of Arm Holdings (ARM) closed 16% higher on Wednesday as several analysts were buoyed by the company's outlook as well as its first company-designed data center CPU.&nbsp;</p><p>Arm on Tuesday had announced that it is extending into&nbsp;the production of silicon products for the first time in its history with the launch of the Arm AGI CPU, an Arm-designed CPU for AI data centers, built to address a rising class of agentic AI workloads.</p><p>Arm CEO Rene Haas reportedly told Bloomberg in an interview on Tuesday that the company expects its own chips business to generate about $15 billion in annual sales in five years. Meta Platforms (META) will be the first major customer for the company's new AGI CPU chip.</p><h2 class="st-heading-2">Bullish Wall Street</h2><p>Raymond James&nbsp;subsequently upgraded Arm to ‘Outperform’ from ‘Market Perform’ with a $166 price target. The firm cited the company's announced business model shift to include a fabless semiconductor element for the upgrade, per TheFly.&nbsp;</p><p>Barclays analyst Tom O'Malley raised the firm's price target on Arm to $200 from $165 and kept an ‘Overweight’ rating on the shares. The "Arm Everywhere" event made it clear that CPUs play a very important role in agentic AI and the company's solution is the AGI CPU, which "plays to ARM's strength in energy efficiency," the analyst told investors.</p><p>RBC Capital also raised the firm's price target on Arm to $175 from $130 and kept an ‘Outperform’ rating on the shares. The firm cited the company's much-anticipated full-chip strategy, which the management believes will complement its IP business, the analyst told investors in a research note. The strategy offers significant revenue growth and earnings potential over the long term but comes with gross margin dilution and channel conflict issues, RBC Capital added.</p><h2 class="st-heading-2">Retail Reaction</h2><p>Retail sentiment around ARM trended in ‘extremely bullish’ territory amid ‘extremely high’ message volume.&nbsp;</p><p>Shares in the company have risen 39% so far in 2026.&nbsp;</p>

The replica of the ARM is an electronic chip board during a collaborative ceremony launching a partnership between Malaysia and ARM Holdings in Kuala Lumpur, Malaysia, on March 5, 2025. 

Why Did Arm Stock Close 16% Higher Today?

Raymond James upgraded Arm to ‘Outperform’ from ‘Market Perform’ with a $166 price target. The firm cited the company's business model shift to include a fabless semiconductor element for the upgrade.

<ul class="summary-bullets"><li>The company now partners with 99 commercial sites as of the end of 2025, a 1,880% year-on-year surge.</li><li>Similarly, Firefly has completed over 10,800 EEG/ERP brain scans in 2025, a 3,227% YoY increase.&nbsp;</li><li>The company uses NVIDIA L40S GPU accelerators to power EEG/ERP processing.&nbsp;</li></ul><p>Firefly Neuroscience, Inc. (AIFF) on Wednesday reported a notable surge in its operations, including an expansion of its commercial presence and brain scan activity.&nbsp;</p><p>The company emphasized that the surge in data, combined with advanced supercomputing resources, can accelerate AI-driven biomarker discovery.</p><h2 class="st-heading-2">Expansion and Data Growth</h2><p>Firefly said it has achieved more than a 20-fold increase in its commercial footprint and a 33-fold jump in EEG/ERP brain scan volumes over the past year.</p><p>The company now partners with 99 commercial sites, collectively completing over 10,800 EEG/ERP brain scans by the end of 2025, a breakout surge of 1,880% and 3,227% respectively, from 2024 figures.</p><blockquote><p>“With an exponentially growing foundation of clean data, and by deploying NVIDIA L40S GPU acceleration to power next-generation EEG/ERP processing, the company believes that it is poised to make additional new breakthroughs in cognitive brain biomarker discovery, and to fulfill its goal of building and launching the world’s first EEG/ERP-based foundation model of the human brain.”</p><p>-Greg Lipschitz, CEO, Firefly&nbsp;</p></blockquote><p>Following the update,&nbsp;<a href="https://stocktwits.com/symbol/AIFF">Firefly Neuroscience stock</a> traded over 45% in Wednesday’s premarket.&nbsp;On Stocktwits, retail sentiment around the stock jumped to ‘extremely bullish’ from ‘bullish’ territory the previous day. Message volume shifted to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;</p><h2 class="st-heading-2">AI-Powered Brain Analysis</h2><p>Firefly uses artificial intelligence to better understand how the brain works. It builds tools that help doctors and researchers study brain activity more clearly and help in diagnosing and tracking conditions such as depression, dementia, anxiety, concussions, and ADHD.</p><p>The company has created a large collection of brain scan data, with more than 191,000 EEG and ERP scans.</p><p>AIFF stock has declined by more than 72% over the last 12 months.&nbsp;</p><p>Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/googl-meta-openai-president-trump-meet-big-tech-leaders-launch-ratepayer-protection-pledge/cZd9mKHRI58">GOOGL, META, OPENAI: President Trump Will Reportedly Meet Big Tech Leaders To Launch Ratepayer Protection Pledge</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

Rising stock market chart on a trading board background.

AIFF Stock Soars 45% Pre-Market Today — What’s Fueling The Rally? 

AIFF company said it has achieved more than a 20-fold increase in its commercial footprint and a 33-fold jump in EEG/ERP brain scan volumes over the past year.

The company said it has achieved more than a 20-fold increase in its commercial footprint and a 33-fold jump in EEG/ERP brain scan volumes over the past year.


<ul class="summary-bullets"><li>Brennan emphasized the Middle East’s durability and long-term growth prospects.</li><li>Credo reported a third-quarter revenue of $407 million with an adjusted earnings per share (EPS) of $1.07.</li><li>For the fourth quarter (Q4), the company expects revenue in the range of $425.0 million to $435.0 million.</li></ul><p>Credo Technology Group Holding (CRDO) President, Chairman, and CEO, Bill Brennan, on Tuesday, expressed confidence in the Middle East data center market despite near-term geopolitical headwinds.</p><p>Speaking to CNBC, Brennan said the surge in data center construction spans continents, underscoring broad-based demand for high-speed connectivity solutions.</p><h2 class="st-heading-2">Tensions In Middle East&nbsp;</h2><p>While he acknowledged tensions in parts of the Middle East, Brennan emphasized the region’s durability and long-term growth prospects, noting that current instability represents a temporary phase rather than a lasting setback.</p><blockquote><p>“Data centre build-out is global in nature. There’s a lot of promise in the Middle East. Short term the feeling is we gotta get through this period of conflict. This is a really resilient region and i think there’s nothing but upside long term for the region.”</p><p>-Bill Brennan, President, Chairman and CEO, Credo Technology</p></blockquote><p><a href="https://stocktwits.com/symbol/CRDO/news">Credo Technology stock</a> traded over 12% lower in Tuesday’s premarket.&nbsp;However, on Stocktwits, retail sentiment around the stock changed to ‘bullish’ from ‘neutral’ territory the previous day. Message volume shifted to ‘extremely high’ from ‘low’ levels in 24 hours.&nbsp;</p><figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_03_061252_png_a54a4d35ac.webp" alt="CRDO’s Sentiment Meter and Message Volume as of 06:00 a.m. ET on Mar. 3, 2026 | Source: Stocktwits" width="939" height="101"><figcaption>CRDO’s Sentiment Meter and Message Volume as of 06:00 a.m. ET on Mar. 3, 2026 | Source: Stocktwits</figcaption></figure><p>The company reported a third-quarter (Q3) revenue of $407 million with an adjusted earnings per share (EPS) of $1.07, both surpassing the analysts’ consensus estimates of $391 million and $0.94, respectively, according to Fiscal AI data.&nbsp;</p><h2 class="st-heading-2">Hyperscalers And Emerging Cloud Players</h2><p>Credo continues to generate substantial revenue from major hyperscale data center operators, which remain central to its business strategy. At the same time, Brennan highlighted a rising category of customers often called “neo-cloud” operators, newer cloud infrastructure providers gaining momentum in the market.</p><p>“We do very well with the top hyperscalers in the industry. But there’s a growing segment that are referred to a neo-cloud operators. That’s an up-and-coming group and we see that business increasing,” Brennan added.&nbsp;</p><p>For the fourth quarter (Q4), the company expects revenue in the range of $425.0 million to $435.0 million, with operating expenses between $ 125.5 million and $ 129.5 million.&nbsp;</p><p>CRDO stock has gained over 126% in the last 12 months.&nbsp;</p><p>Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/binance-level-brain-for-ai-agents-as-2026-crypto-wallet-wars-heat-up/cZde9nKRIPG">Changpeng Zhao Promises ‘Binance-Level Brain’ For AI Agents As 2026 Crypto Wallet Wars Heat Up</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

In this photo illustration, the Credo Technology logo is displayed on a smartphone screen

Credo CEO Reportedly Says Middle East Holds Long-Term Promise For Data Centers: ‘This Is A Really Resilient Region’

Speaking to CNBC, Brennan said the surge in data center construction spans continents, underscoring broad-based demand for high-speed connectivity solutions.

<ul class="summary-bullets"><li>OpenAI said the latest deal with Amazon does not alter the framework governing its relationship with Microsoft.</li><li>Microsoft retains exclusive licensing access to OpenAI’s models and related intellectual property.</li><li>OpenAI disclosed $110 billion in fresh funding at a $730 billion pre-money valuation.</li></ul><p>OpenAI on Friday sought to reaffirm the strength of its alliance with Microsoft Corp. (MSFT) after the artificial intelligence company unveiled a sweeping new partnership and a funding commitment from Amazon.com Inc. (AMZN).&nbsp;</p><p>The tech giants said their long-running collaboration, launched in 2019, remains intact despite OpenAI’s latest expansion.</p><h2 class="st-heading-2">Partnership Structure Remains Intact</h2><p>OpenAI said the latest deal with Amazon does not alter the framework governing its relationship with Microsoft, citing the companies’ prior joint disclosures. The ChatGPT&nbsp;creator emphasized that intellectual property rights, revenue-sharing terms, and cloud arrangements remain unchanged.</p><p>Microsoft retains exclusive licensing access to OpenAI’s models and related intellectual property. The company also continues as the sole cloud provider for stateless OpenAI APIs, meaning third-party integrations, including those involving Amazon, will still run on Microsoft Azure infrastructure.</p><p>OpenAI’s in-house products, such as Frontier, will likewise stay hosted on Azure.</p><p>Retail sentiment on Stocktwits around OpenAI remained in ‘neutral’ territory amid ‘high’ message volume levels at the time of writing.&nbsp;&nbsp;</p><h2 class="st-heading-2">Amazon-OpenAI Deal&nbsp;</h2><p>Amazon and OpenAI announced a multiyear strategic alliance that includes a $50 billion investment from the e-commerce and cloud giant. The funding will begin at $15 billion, with an additional $35 billion contingent on future conditions.</p><p>OpenAI also expanded its existing cloud arrangement with AWS, committing to consume roughly two gigawatts of Trainium chip capacity over eight years. The move aims to lower computing costs and improve efficiency as AI workloads grow.&nbsp;</p><blockquote><p>“We are entering a new phase where frontier AI moves from research into daily use at global scale.”</p><p>-Open AI</p></blockquote><p>The AI firm disclosed $110 billion in fresh funding at a $730 billion pre-money valuation, backed by SoftBank Group Corp. (SFTBY), NVIDIA Corp. (NVDA), and Amazon.</p><p>Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dan-ives-says-anthropic-event-could-mark-bottom-in-software-selloff/cZTckTyRITa">Dan Ives Says Anthropic Event Could Mark Bottom In Software Selloff</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

The OpenAI logo appears on a smartphone screen with the Microsoft logo in the background. 

Will OpenAI And Amazon’s $50B Deal Affect Microsoft? Here’s What The ChatGPT Creator Has To Say  

OpenAI has entered into a sweeping new partnership and a funding commitment from Amazon.

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