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SpaceX engineers reusable launch vehicles and the Starlink satellite constellation for global broadband. Their focus on rapid reusability and vertical integration drives down launch costs and accelerates space access.

SpaceX PreStocks

Social media platforms are seeing a surge in speculative chatter as investors debate the legitimacy of tokenized pre-IPO assets, with many users warning of potential scams while others track news regarding a long-rumored SpaceX public offering. Community members are actively analyzing the aerospace sector, focusing on the potential impact of a high-profile IPO and debating whether current market excitement reflects genuine valuation or a bubble driven by retail FOMO.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

CorMedix is trending due to positive Phase III ReSPECT trial results for its antifungal drug REZZAYO, which met primary endpoints and signals potential expansion into a significant new market. Investors are actively debating the commercial timeline for this new indication, while monitoring the ongoing adoption of its primary product, DefenCath, within major dialysis organizations.

Fresenius Medical Care AG engages in the provision of products and services for individuals with renal diseases. It operates through the Care Enablement and Care Delivery segments. The Care Enablement segment is involved in the healthcare products business including research and development, manufacturing, supply chain, and commercial operations as well as supporting functions, such as regulatory and quality management. The Care Delivery segment focuses on the health care services for the treatment of CKD, ESRD, and other extracorporeal therapies, including value and risk-based care programs. The company was founded on August 5, 1996 and is headquartered in Bad Homburg, Germany.

Fresenius Medical Care AG - ADR

Fresenius Medical Care AG & Co. KGAA

Fresenius Medical Care is trending as investors monitor the company's progress with its DefenCath infection-prevention initiative, which the community highlights for its potential to improve patient outcomes and drive operating efficiency. Discussions are heavily focused on the company's role as a major player in the dialysis sector and how its operational strategies, including potential acquisitions and cost-saving measures, may influence its long-term market position.

Modine Manufacturing Co. engages in the provision of thermal management products and solutions. It operates through the Climate Solutions and Performance Technologies business segments. The Climate Solutions segment provides climate-controlled solutions and components, heat transfer products, heating, ventilating, air conditioning and refrigeration products, and data center cooling solutions. The Performance Technologies segment designs and manufactures air- and liquid-cooled technology for vehicular, stationary power, and industrial applications. In addition, the Performance Technologies segment provides thermal solutions to zero-emission and hybrid commercial vehicle and automotive customers, and coating products and application services. The company was founded by Arthur B. Modine on June 23, 1916 and is headquartered in Racine, WI.

Modine Manufacturing Co.

Modine Manufacturing is capturing intense investor attention as it positions itself as a pure-play leader in data center thermal management, a critical infrastructure bottleneck for the surging AI and hyperscale compute sector. The community is actively debating the company's valuation against its aggressive growth targets and upcoming spinoff, with many tracking it alongside industry peers as a key play on physical AI infrastructure.

Merck & Co., Inc. is a health care company, which engages in the provision of health solutions through its prescription medicines, vaccines, biologic therapies, animal health, and consumer care products. It operates through the following segments: Pharmaceutical, Animal Health, and Other. The Pharmaceutical segment includes human health pharmaceutical and vaccine products. The Animal Health segment discovers, develops, manufactures, and markets animal health products, such as pharmaceutical and vaccine products, for the prevention, treatment and control of disease in livestock, and companion animal species. The Other segment consists of sales for the non-reportable segments of healthcare services. The company was founded in 1891 and is headquartered in Rahway, NJ.

Merck & Co Inc

Merck is trending due to the completion of its $6.7 billion acquisition of Terns Pharmaceuticals, a move aimed at bolstering its oncology pipeline and securing new growth avenues ahead of the 2028 patent cliff for Keytruda. Investors are actively discussing the strategy of acquiring mid-stage clinical assets to maintain market dominance, while simultaneously monitoring other biotech entities as potential takeover targets to fill Merck's oncology gap.

Vishay Intertechnology, Inc. engages in the manufacture and distribution of discrete semiconductors and passive electronic components. It operates through the following segments: MOSFET (metal oxide semiconductor field-effect transistor), Diodes, Optoelectronic Components, Resistors, Inductors, and Capacitors. The MOSFET segment offers semiconductors which function as solid state switches to control power. The Diodes segment produces semiconductors which route, regulate, and block radio frequency, analog, and power signals, protect systems from surges or electrostatic discharge damage, and provide electromagnetic interference filtering. The Optoelectronic Components segment includes components that emit light, detect light, or do both. The Resistors and Inductors segment deals with components that impede electric current. The Capacitors segment provides components which store energy and discharge it when needed. The company was founded by Felix Zandman in 1962 and is headquartered in Malvern, PA.

Vishay Intertechnology, Inc.

Vishay Intertechnology is attracting significant investor interest as a foundational semiconductor recovery play, driven by robust call option activity and its strategic positioning in high-growth infrastructure sectors like smart home sensing and grid modernization. The community is actively discussing its potential for structural growth as the company transitions from low-volatility accumulation into a more active trend phase, buoyed by expanding volume and key component demand.

Tonix Pharmaceuticals Holding Corp. is a clinical-stage biopharmaceutical company, which focuses on the discovery, acquisition, and development of small molecules and biologics to treat and prevent human disease and alleviate suffering. Its portfolio includes TNX-102 SL, TNX-601, TNX-801, and TNX-1800. The company was founded by Seth Lederman and Donald W. Landry on November 16, 2007 and is headquartered in Berkeley Heights, NJ.

Tonix Pharmaceuticals Holding Corp

Tonix Pharmaceuticals is trending as investors digest the recent announcement of a group purchasing organization agreement that significantly expands commercial payer coverage for its fibromyalgia treatment, Tonmya. While the community remains divided over concerns regarding cash burn and share dilution, the stock is drawing attention as institutions increase their stakes and bulls focus on the potential for revenue growth as broader insurance and Medicaid access improves.

Evolution Metals & Technologies Corp. engages in developing a global supply chain for critical minerals and materials. It focuses on automotive, renewable energy, and military and defense sectors. The company is headquartered in West Palm Beach, FL.

Evolution Metals & Technologies Corp.

Evolution Metals & Technologies Corp. Common Stock

Evolution Metals & Technologies Corp. (EMAT) is gaining significant traction among investors who are actively discussing its potential to benefit from domestic supply chain reshoring and a strategic focus on metals-tech integration. The community sentiment is polarized between those viewing it as a resilient, long-term play in a volatile metals market and skeptics who are cautious about low-volume trading patterns, bot activity, and the inherent risks associated with its recent deSPAC transition.

GraniteShares ETF Trust - GraniteShares 2x Long NVDA Daily ETF

GraniteShares 2x Long NVDA Daily ETF

NVDL is trending as investors aggressively debate whether to buy the dip ahead of potential market stabilization or brace for further volatility, with sentiment split between long-term bullish conviction in AI infrastructure and fears regarding leverage decay and tariff-related macro headwinds.

Casey's General Stores, Inc. engages in the provision of management and operation of convenience stores and gasoline stations. It provides self-service gasoline, a wide selection of grocery items, and an array of freshly prepared food items. The firm offers food, beverages, tobacco products, health and beauty aids, automotive products, and other non-food items. The company was founded by Donald F. Lamberti in 1968 and is headquartered in Ankeny, IA.

Casey`s General Stores, Inc.

Casey's General Stores, Inc.

Casey's General Stores is seeing significant investor attention driven by strong performance in its food and beverage segments, which are proving to be major traffic drivers alongside its core fuel business. The community is actively discussing its recession-proof business model and potential for further market expansion, keeping the stock a popular pick for those seeking quality and stability in a volatile environment.

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<ul class="summary-bullets"><li>Morgan Stanley also significantly increased its capital expenditure forecast for major hyperscalers, projecting a combined $805 billion in capex spends from the top five.&nbsp;</li><li>“Polls may show that AI is not popular, but economic growth is. At this point, stopping progress in AI would be equivalent to halting the U.S. economy,” David Sacks said in a post on X.&nbsp;</li><li>Sacks also said in his post that despite the significant numbers reported, the figures may still understate AI’s true economic impact.</li></ul><p>Artificial intelligence has become a core driver of economic growth in the U.S., and slowing or stopping its progress can have serious implications for the country, according to a member of the President's Council of Advisors on Science and Technology, David Sacks.</p><p>“Polls may show that AI is not popular, but economic growth is. At this point, stopping progress in AI would be equivalent to halting the U.S. economy,” the Former White House Crypto and AI Czar said in a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/DavidSacks/status/2051004599633318390">post</a> on X on Sunday.</p><p>Last week, the Bureau of Economic Analysis released data that showed that the U.S. economy grew at a 2% annualized pace in the first quarter of 2026, rebounding from 0.5% in the prior quarter, boosted primarily by a large AI-driven increase in business investment.</p><h2 class="st-heading-2">AI’s Impact On US GDP</h2><p>Sacks said in his post on X that AI-related capex has already been a significant tailwind to GDP, and is likely to be an even bigger contributor than anticipated.</p><p>“I’ve been saying for awhile that AI capex will be a 2% tailwind to GDP growth this year. In fact, according to a new report from Morgan Stanley, the numbers are even stronger — more like 2.5% this year and over 3% next year,” he said, resharing a post from German editor and market analyst Holger Zschaepitz.</p><p>Earlier on Sunday, Morgan Stanley significantly increased its capital expenditure forecast for major hyperscalers, projecting a combined capital expenditure of $805 billion from Amazon (AMZN), Alphabet (GOOG), Meta Platforms (META), Microsoft (MSFT) and Oracle (ORCL) for 2026. This is nearly double the levels anticipated for 2025 and about three times what was spent in 2024. For 2027, the analyst has lifted its forecast to $1.1 trillion.</p><p>Zschaepitz put that into perspective in his <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Schuldensuehner/status/2050977149574692960">post</a>, noting that the projected 2026 spending by these five companies alone could rival the total capex of all non-tech firms in the S&amp;P 500 just a year earlier.</p><p>“In Q1, AI was already 75% of GDP growth. That trend is likely to continue. Technology leadership has always been America’s great strength, and it’s driving the economy forward,” Sacks said.</p><h2 class="st-heading-2">Is AI’s Influence Understated?</h2><p>Sacks also said in his post that despite the significant numbers reported, the figures may still understate AI’s true economic impact.</p><p>Firstly, the capex figures were only for the top five hyperscalers and “doesn’t include all the startups and other companies investing in AI,” he said.</p><p>Secondly, Sacks argued that capex only accounts for building the infrastructure, but not the other productivity gains. “Capex is the investment to create the token factories; it doesn’t count the economic activity resulting from what happens inside the token factories. Those tokens are now being used to generate code (bespoke software) that will increase productivity throughout the economy. The ROI on capex is likely to dwarf the capex itself, which is why investment continues to grow,” he said.</p><h2 class="st-heading-2">AI ETFs Soar Past S&amp;P 500</h2><p>Even as investors remain skeptical of AI-driven capex spending and its sustainability, AI-focused exchange-traded funds have far outperformed broader benchmark indexes this year.</p><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 49% in 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, has rallied 110% 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 about 28% over the same period.</p><p><img src="https://news.stocktwits-cdn.com/koyfin_20260504_012037167_png_da6262f6a3.webp" alt="koyfin_20260504_012037167.png"></p><p>However, note that AIQ's top two holdings are South Korean tech giants SK Hynix and Samsung Electronics, while Nvidia (NVDA) and Alphabet are the top holdings in CHAT.</p><p>On Stocktwits, retail sentiment around AIQ was in the 'neutral' territory at the time of writing, while it was 'bullish' for CHAT, and ‘extremely bullish’ for SPY.</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

In this photo illustration, an Artificial Intelligence logo is displayed on a smartphone with a US Flag in the background. (Photo Illustration by Omar Marques/SOPA Images/LightRocket via Getty Images)

AI Spending Surge Could Add 3% To US GDP, And That May Be Just The Start: David Sacks

Last week, the Bureau of Economic Analysis said that the U.S. economy grew at a 2% annualized pace in the first quarter of 2026, driven higher primarily due to a large AI-driven increase in business investment.

Trump’s AI Adviser Warns Stopping AI Progress Would ‘Halt’ The Economy 

Equity

<ul class="summary-bullets"><li>Roundhill Investments updated its filing on Tuesday to delay the launch of prediction markets exchange-traded funds, now targeting a May 5 effective date.</li><li>The proposed exchange-traded funds are designed to track&nbsp;U.S. election outcomes.</li><li>The development signals growing institutional interest in prediction markets as investable products beyond traditional crypto and equities</li></ul><p>Prediction market exchange-traded funds (ETFs) could launch as early as next week, after Roundhill Investments filed an updated amendment on Tuesday, setting a new effective date for the products.</p><p>The&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/Archives/edgar/data/1976517/000139834426007503/fp0098762-1_485bxt.htm">filing</a> revised an earlier proposal submitted in February, signaling that the first batch of prediction market ETFs may soon come to market after a short delay. The funds are designed to track event-based outcomes rather than traditional financial assets.&nbsp;</p><p>According to the February&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/Archives/edgar/data/1976517/000139834426003166/fp0097618-1_485apos.htm">filing</a>, one product was aimed at providing capital appreciation based on the outcome of the 2028&nbsp;U.S. presidential election, specifically whether a Democratic candidate would win. Other funds are expected to track which party controls the&nbsp;U.S. House of Representatives and Senate after the&nbsp;mid-term elections later this year.&nbsp;The move marks one of the first attempts to package prediction market-style contracts into a regulated ETF structure.</p><p>Bloomberg analyst James Seyffart&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/jseyff/status/2049241572567310784?s=46">said</a> on X that other filers are also likely to launch on or around the same day. “That means we should be on the lookout for Bitwise and Granite Shares to have similar filings in coming days (or hours).” he wrote.</p><figure class="image"><a class="st-link-external" href="https://x.com/JSeyff/status/2049241572567310784?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_29_at_11_13_14_AM_png_02b9c63d61.webp" alt="Screenshot 2026-04-29 at 11.13.14 AM.png" width="1064" height="1028"></a><figcaption>Bloomberg analyst James Seyffart on Roundhill prediction market ETF. Source: @<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/JSeyff">JSeyff</a>/x</figcaption></figure><p>Bitwise and GraniteShares also filed for prediction market ETFs alongside Roundhill, targeting products tied to real-world event outcomes like elections.</p><h2 class="st-heading-2">Prediction Markets Expand Into Crypto</h2><p>The ETF push comes as prediction market platforms expand into crypto-linked products. According to a Stanford&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://news.stanford.edu/stories/2026/04/prediction-markets-facts-gambling-regulation">analysis</a> by former SEC commissioner Joseph Grundfest, prediction markets are growing primarily due to financial incentives, even though they operate in a legal gray area between investment and gambling.</p><p>Speaking at the Bitcoin 2026 conference on Monday, John Wang, Head of Crypto at Kalshi,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=TvBDl_tF2ak">explained</a> that digital assets have become a major part of the platform’s activity. He noted that crypto was now the second-largest category on Kalshi, with Bitcoin (BTC) accounting for about 90% of its crypto trading volume.</p><p>Kalshi was&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/04/27/prediction-markets-prepare-to-invade-one-of-cryptos-biggest-and-riskiest-trades.html">reported</a> to be planning a move into crypto perpetual futures around Monday, signaling an expansion into one of the largest and riskiest areas of digital asset trading.</p><p><a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> was trading at $76,606, up over 1% in the last 24 hours. On Stocktwits, retail sentiment around BTC to ‘neutral’ from ‘bullish’ zone, while chatter stayed at ‘normal’ levels over the past day.</p><h2 class="st-heading-2">Competition Builds With Trading Platforms</h2><p>The expansion into crypto derivatives could position prediction market platforms as competitors to established trading firms,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=ifRbIzAFIJE">according</a> to CNBC.&nbsp;</p><p>If platforms like Kalshi continued to broaden their offerings, they could begin competing directly with companies such as Coinbase (COIN), Robinhood (HOOD), and Kraken. The convergence of prediction markets, ETFs, and crypto derivatives shows how platforms built around event-based trading are evolving into more comprehensive financial services providers.</p><p>Another ETF by&nbsp;<a href="https://stocktwits.com/symbol/CHAT">Roundhill Generative AI &amp; Technology ETF (CHAT)</a> was up over 1% in morning trade. On Stocktwits, retail sentiment around CHAT remained in the ‘bullish’ zone, while ‘normal’ levels over the past day.&nbsp;</p><p><strong>Read also:&nbsp;</strong><a href="https://stocktwits.com/news-articles/markets/cryptocurrency/defi-hack-standard-chartered-aave/cZBAdQ2ReEG"><strong>DeFi Hack Shakes Crypto Confidence, But Standard Chartered Says The System ‘Is Bent Not Broken’</strong></a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

The Kalshi market 'Will Iran effectively close the Strait of Hormuz for 7+ days?' appears on a smartphone screen. (Photo by Nikolas Kokovlis/NurPhoto via Getty Images)

First-Ever Prediction Market ETF May Launch Next Week – Analyst Says Bitwise, GraniteShares May Follow RoundHill Lead

Prediction platforms like Kalshi are expanding into crypto-linked offerings, pointing to broader financial ambitions.

<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.

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.


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