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Kura Oncology, Inc. operates as a clinical-stage biopharmaceutical company, which engages in the research and development of medicines for the treatment of cancer. Its pipeline includes Tipifarnib, which is a Farnesyl transferase inhibitor for HRAS Mutant Solid Tumors, Chronic Myelomonocytic Leukemia, KO-947, which is an ERK inhibitor for MAPK Pathway Tumors, and KO-539, which is a Menin MLL inhibitor for acute leukemias. The company was founded by Troy E. Wilson, Yi Liu, Pingda Ren and Antonio Gualberto on August 22, 2014 and is headquartered in San Diego, CA.

Kura Oncology Inc

A selloff tied to concerns that Johnson & Johnsons menin-inhibitor data could increase competition in frontline AML is driving debate. Some traders view the reaction as overdone, citing ziftomenibs encouraging combination data and KOMZIFTIs commercial traction, while others remain cautious about competitive pressure and near-term volatility.

Intuitive Surgical, Inc. engages in the provision of robotic-assisted surgical solutions and invasive care through a comprehensive ecosystem of products and services. Its products include Da Vinci Surgical and Ion Endoluminal systems. The company was founded by Frederic H. Moll, John Gordon Freund, and Robert G. Younge in November 1995 and is headquartered in Sunnyvale, CA.

Intuitive Surgical Inc

Traders are focused on ISRG giving back much of a sharp rally and testing its 10-day moving average; lighter volume has tempered concern, while the debate is whether support holds and the rebound remains intact.

Pinterest, Inc. engages in the operation of an AI-powered visual search and discovery platform. It enables users to find inspiration, curate ideas, search for products, and discover content through visual recommendations. The company was founded by Benjamin Silbermann, Paul Cahill Sciarra, and Evan Sharp in October 2008 and is headquartered in San Francisco, CA.

Pinterest Inc - Ordinary Shares - Class A

Pinterest Inc

Pinterests Q3 revenue miss and softer next-quarter outlook have driven selling and analyst price-target cuts, despite record user growth and an adjusted EPS beat. Traders are split between seeing that growth and the lower valuation as support, and worrying that weaker ad monetization and AI-driven changes to browsing could limit revenue.

MongoDB, Inc. engages in the development and provision of a general-purpose database platform. The firm's products include MongoDB Enterprise Advanced, MongoDB Atlas, and Community Server. It also offers professional services including consulting and training. The company was founded by Eliot Horowitz, Dwight A. Merriman, Kevin P. Ryan, and Geir Magnusson Jr. in 2007 and is headquartered in New York, NY.

MongoDB Inc - Ordinary Shares - Class A

MongoDB Inc

MongoDBs CEO abruptly left for Meta shortly before Investor Day, triggering a sharp selloff and volatile rebound as former CEO Dev Ittycheria returned on an interim basis. Traders are split between viewing the reaction as an overdone leadership scaregiven reaffirmed guidance and upbeat AI product newsand remaining cautious about succession uncertainty and valuation.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

Analyst downgrades and price-target cuts following UiPaths investor day have fueled a sharp selloff and debate over whether its agentic-AI and orchestration products can translate into faster growth. Bulls see a financially solid, undervalued automation platform with long-term AI potential, while bears point to slowing growth and say the company still needs to prove stronger customer demand and monetization.

Securitize Corp. is a financial technology company, which engages in the provision of regulated infrastructure for the issuance, management, trading, and administration of tokenized real-world assets (RWAs). The company was founded on October 17, 2025 and is headquartered in Miami, FL.

Securitize Corp.

Disappointing quarterly results and concerns about weaker revenue expectations have fueled selling and questions about Securitizes business model. Bulls counter that some revenue was deferred and the long-term tokenization opportunity remains intact, leaving the discussion split between near-term execution worries and confidence in the companys growth potential.

Astera Labs, Inc. provides rack-scale AI infrastructure through purpose-built connectivity solutions. The company offers a range of semiconductor-based connectivity solutions designed to address bandwidth, latency, and reliability challenges in AI and cloud data centers. The company was founded by Jitendra Mohan, Casey Morrison, and Sanjay Gajendra in October 2017 and headquartered in San Jose, CA.

Astera Labs Inc.

Astera Labs Inc

A sharp selloff despite a strong quarterly report and upbeat guidance is driving discussion, with traders debating valuation and AI data-center spending risks against the companys growth prospects in connectivity chips. Some view the decline as a buying opportunity, while others expect more downside.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DraftKings Q3 results missed expectations and the company sharply cut its full-year outlook as heavy investment in its Predictions business weighs on near-term profitability. Traders largely blame the spending and intensifying competition from prediction markets, questioning managements execution, while some view the selloff as an overreaction given continued growth in the core sportsbook business.

Fiserv, Inc. engages in the provision of financial services technology. It operates through the Merchant and Financial segments. The Merchant segment offers commerce-enabling products and services including merchant acquiring and digital commerce and mobile payment services, and security and fraud protection, stored-value, and pay-by-bank solutions to companies of all sizes. The Financial segment provides products and services such as processing of customer loan and deposit accounts, digital payments, and card transactions to financial institutions and corporate and public sector clients. The company was founded by Leslie M. Muma and George D. Dalton on July 31, 1984 and is headquartered in Milwaukee, WI.

Fiserv, Inc.

Fiservs earnings reset and lowered guidance have prompted debate after a sharp rebound, with traders pointing to the new CEO, portfolio review and potential asset sales as turnaround supports. Bulls also speculate about short covering, while skeptics want clearer evidence of renewed growth and execution.

Alcoa Corp. engages in the bauxite mining, alumina refining, and aluminum smelting and casting. It operates through the Alumina and Aluminum segments. The Alumina segment consists of a refining system, including the mining of bauxite, which is then refined into alumina, a compound of aluminum and oxygen that is the raw material used by smelters to produce aluminum metal. The Aluminum segment is composed of smelting and casthouse system. The company was founded by Charles Martin Hall on July 9, 1886 and is headquartered in Pittsburgh, PA.

Alcoa Corp

Traders are watching Alcoas upcoming Q4 report alongside the South32/AliGroup acquisition, with discussion of closing costs and how alumina and aluminum prices could affect the deal. Views are split: some see long-term demand from data centers and aerospace as supportive, while others remain cautious about the stocks weak price action.

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Data Center Pushback May Give Hyperscalers an Edge: ETFs to Consider

Political and community pushback is reshaping the data center boom, but the shift could favor hyperscalers. Here are the ETFs that could gain.

GOOGL Stock Tops Retail Pick Over AMZN, META, MSFT For Next 12 Months – But META Leads Wall Street Upside

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Google-parent Alphabet is planning the largest percentage increase in AI spending, with 2026 capital expenditures projected at roughly $195 billion to $205 billion.


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<ul class="summary-bullets"><li>Alphabet received 36% of the vote in a Stocktwits poll of more than 3,300 respondents, making GOOGL stock the most popular hyperscaler pick for the next 12 months.</li><li>Meta currently offers the highest implied upside based on average analyst price targets, while Alphabet has delivered the strongest trailing one-year stock return among the four companies.</li><li>The four companies are collectively expected to spend nearly $700 billion on AI infrastructure in 2026.</li></ul>Google-parent Alphabet (GOOGL) came out on top in a recent Stocktwits poll asking traders which hyperscaler they're most bullish on over the next 12 months. GOOGL stock&nbsp;<a href="https://stocktwits.com/discussions/which-hyperscaler-are-you-most-bullish-on-for-the-next-12-months-amzn-msft-googl-or-meta/661434149">captured</a> 36% of the vote among more than 3,300 respondents, putting it well ahead of Microsoft (MSFT), which received 22%. Amazon (AMZN) and Meta Platforms (META) tied at 21% each.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_08_13_053506_f5a682237c.png" alt="Screenshot 2026-08-13 053506.png" width="1337" height="1014"><figcaption>Results of an ongoing Stocktwits poll asking traders which hyperscaler they’re betting on for the next 12 months on August 13 as of 6:30 a.m. ET | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/GOOGL">GOOGL stock</a> edged 0.5% higher in pre-market trade, while&nbsp;<a href="https://stocktwits.com/symbol/META">META stock</a> moved 0.6% higher.&nbsp;<a href="https://stocktwits.com/symbol/MSFT">MSFT stock</a> and&nbsp;<a href="https://stocktwits.com/symbol/AMZN">AMZN stock</a> each gained around 0.3% at the time of writing.The poll comes at a time when investors are increasingly focused on the scale of spending required to build AI infrastructure. Alphabet, Microsoft, Amazon and Meta are collectively expected to spend nearly $700 billion on capital expenditures in 2026, raising concerns on Wall Street and among retail traders about the potential pressure on free cash flow.Critics of the AI spending boom, including Michael Burry and ‘Pharma Bro’ Martin Shkreli, have questioned whether the industry can generate sufficient returns to justify the scale of investment.<h2 class="st-heading-2">GOOGL Stock Leads Poll Despite Massive AI Spending Plans</h2>Based on the companies’ latest earnings reports, Alphabet is projecting capital expenditures of roughly $195 billion to $205 billion in 2026, nearly double its estimated $91 billion to $93 billion in 2025.That represents the sharpest percentage increase in spending among the four companies.Amazon is expected to spend around $200 billion in 2026, up from $131 billion in 2025. Microsoft’s capital expenditures are projected to reach roughly $190 billion, compared with $118 billion previously, while Meta expects to spend between $130 billion and $145 billion, up from approximately $72 billion.<h2 class="st-heading-2">Retail Traders Debate Microsoft’s Cash Flow, Meta’s AI Opportunity</h2>Some traders responding to the poll focused on Microsoft’s financial position and ability to fund its AI investments.<stembedurl>https://www.stocktwits.com/ShadowBanningIsBad/message/661445294</stembedurl>Others argued that Meta could have more upside from AI, despite Alphabet’s advantage in computing infrastructure.<stembedurl>https://www.stocktwits.com/Angry_Gamer/message/661449863</stembedurl>On Stocktwits, retail sentiment around Alphabet, Amazon and Microsoft remained in ‘bearish’ territory over the past day, while sentiment around META improved to ‘neutral’ from the ‘bearish’ zone. &nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_08_13_062846_1ea686af13.png" alt="Screenshot 2026-08-13 062846.png" width="1262" height="675"><figcaption>META stock retail sentiment on August 13 as of 6:15 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Meta Leads On Analyst-Implied Upside, Alphabet Has Strongest One-Year Return</h2>META’s stock leads the group when it comes to implied upside based on average analyst price targets compiled by Koyfin, with an average price target of $754.14, implying roughly 30% upside. However, the company has posted the weakest trailing one-year stock performance among the four, with shares down over 26%.Alphabet ranks second, with an average price target of $428.04, implying about 24.6% upside. GOOGL has also delivered the strongest one-year return in the group, gaining nearly 69%.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260813_063130043_5c5e3b7e20.png" alt="koyfin_20260813_063130043.png" width="2400" height="1240"><figcaption>GOOGL, META, AMAZN, MSFT stocks’ price performance over the last 12 months. | Source: Koyfin</figcaption></figure>Amazon’s average price target of $326.07 implies roughly 22% upside, alongside a 20% trailing one-year gain.Microsoft, which finished second in the Stocktwits poll, has the lowest implied upside of the group at 15.38%, based on an average analyst target of $568.14. The stock is down almost 7% over the past year.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-nasdaq-sp500-futures-rising-cpi-fed-crwv-smci-nbis-mu-spcx-stocks/cZoFUP5RJg9">Why Are Nasdaq, S&amp;P 500 Futures Edging Higher Premarket Ahead Of CPI? SPCX, SMCI, CRWV, NBIS, MU Stocks In Focus</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, the Google, Apple, Meta, Amazon and Microsoft (Big Tech) logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Google-parent Alphabet is planning the largest percentage increase in AI spending, with 2026 capital expenditures projected at roughly $195 billion to $205 billion.

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