SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is trending amid a sharp intraday reversal, prompting discussions about potential market manipulation and the strength of the AI sector following Nvidia's earnings; traders are actively debating whether this pullback represents a buying opportunity or the start of a deeper correction, with some pointing to possible Yen carry trade issues.

SSgA Active Trust - SPDR S&P 500 ETF Trust

SPY is experiencing high volatility as traders debate whether recent drops signal a larger market correction or just a temporary pullback, fueled by concerns around AI valuations and potential recession indicators. Community sentiment is mixed, with some anticipating a bounce while others brace for further declines, closely watching key support levels and VIX movements. The conversation includes speculation about the Fed's next moves and the impact of economic data on market direction.

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

Despite strong earnings, NVIDIA is trending down, sparking debate about an AI bubble. The community is actively discussing whether the drop is a market correction, profit-taking, or manipulation by institutional investors. Some also point to comments from a Fed official raising concerns about valuations as a contributing factor.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following business segments: Walmart U.S., Walmart International, and Sam's Club. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmart is trending following a strong Q3 earnings report that included raised FY26 guidance and a surge in e-commerce sales, with discussion around its potential move to the Nasdaq. Community talking points include whether Walmart is a safe haven during market volatility and the impact of potential government shutdowns on SNAP benefits and consumer spending at Walmart stores.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is experiencing a significant downturn, sparking debates about its role as a store of value and potential for further decline. Community discussions revolve around possible bottom levels, with some anticipating a substantial bounce while others fear a continued slide. The broader market context, including potential impacts from macroeconomic factors and liquidations, is also fueling uncertainty and volatility.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron is trending following a target price increase from UBS and rising memory prices linked to AI data-center demand, fueling discussions about its growth potential. Community members are weighing the bullish outlook against concerns of an overbought condition after the stock's significant year-to-date gains. Discussions also focus on potential short-term pullbacks versus long-term opportunities in the semiconductor space.

MercadoLibre, Inc. engages in the development of an online commerce platform with a focus on e-commerce and related services. It operates through the following geographical segments: Brazil, Argentina, Mexico, and Other Countries. The Other Countries segment refers to Chile, Colombia, Costa Rica, Dominican Republic, Ecuador, Panama, Peru, Bolivia, Honduras, Nicaragua, El Salvador, Guatemala, Paraguay, Uruguay, and the United States of America. Its products provide a mechanism for buying, selling, and paying as well as collecting, generating leads, and comparing lists through e-commerce transactions. The company was founded by Marcos Eduardo Galperin on October 15, 1999 and is headquartered in Montevideo, Uruguay.

MercadoLibre Inc

MELI is experiencing a significant downturn, with discussions focusing on a recent shelf filing and potential competition from Amazon as possible catalysts. The community is expressing concerns about the stock's performance, with some seeing the dip as a buying opportunity while others are wary of further declines. Broader macroeconomic factors and regional risks in Latin America are also being considered as contributing factors to the volatility.

iShares Bitcoin Trust ETF - iShares Bitcoin Trust Beneficial Interest

iShares Bitcoin ETF

IBIT is trending due to Bitcoin's price volatility, sparking debates on whether to buy the dip or brace for further declines; some community members point to potential manipulation and significant ETF outflows as bearish signals, while others highlight oversold conditions and historical patterns as reasons for optimism, with key options levels around \$50 also in focus.

USA Rare Earth, Inc. is domestic supplier of rare earth magnets and heavy rare earth elements. It is developing a vertically integrated, domestic supply chain for rare earth element magnet production, with a facility in Stillwater, Oklahoma, and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

USA Rare Earth (USAR) is trending due to discussions around warrant redemptions and their impact on stock dilution, with a deadline approaching soon. The community is debating the company's long-term potential, its management, and comparing it to other rare earth companies, with some expressing concerns about recent performance and others highlighting its strategic partnerships and focus on heavy rare earth elements. News around the company's deal with Solvay and Saudi Arabian Mining Company (Maaden), meant to develop a rare earth refinery, has brought some recent attention.

Strategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Vienna, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Strategy is trending as it hits fresh 52-week lows, with the community debating whether it's a buying opportunity or if further downside is expected due to its correlation with Bitcoin. Despite the recent price drop, some traders are noting unusual call option activity, suggesting contrarian bullish bets, while others point to potential liquidation levels and debt concerns.

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Reliance Industries Ltd.

Zomato Ltd.

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HDFC Bank Ltd.

ITC Ltd.

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VanEck Debuts Solana ETF: VSOL Launches with Zero Fees

VanEck is introducing the VanEck Solana ETF (VSOL), offering investors exposure to SOL, the native token of the Solana network, and to the staking rewards earned for helping secure the network...

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

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

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

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

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

Equity

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


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

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

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

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

Cipher Mining Inc. (CIFR) stock soared over 10% higher on Thursday after the company entered into a&nbsp;ten-year agreement with Fluidstack, an artificial intelligence cloud platform provider.Under the terms of the 10-year colocation partnership, Cipher will allocate 168 megawatts (MW) of dedicated IT power, supported by up to 244 MW in total infrastructure capacity, at its Barber Lake campus in Colorado City, Texas. The site, spanning 587 acres with potential expansion to 500 MW, is designed to cater to the evolving needs of AI and advanced computing workloads.The deal is expected to yield around $3 billion in revenue for Cipher over the initial contract period. Two optional five-year extensions could potentially raise that figure to $7 billion.Following the announcement, the stock became the second-most trending equity ticker on Stocktwits. Retail sentiment around&nbsp;<a href="https://stocktwits.com/symbol/CIFR">Cipher stock&nbsp;</a>remained in ‘extremely bullish’ territory amid ‘extremely high’ message volume levels.&nbsp;Alphabet Inc.’s (GOOGL) (GOOG) Google has agreed to guarantee $1.4 billion of Fluidstack’s lease commitments. In return, Google will receive warrants that allow it to purchase approximately 24 million shares of Cipher stock. If exercised, this would represent a 5.4% ownership stake on a pro forma basis, subject to certain conditions that could include a cash settlement.Cipher emphasized that it will maintain full ownership of the Barber Lake facility and intends to explore capital markets to finance parts of the project.The company is focused on the development and operation of industrial-scale data centers for bitcoin mining and HPC hosting. Cipher mining stock has gained over 204% year-to-date and over 266% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-says-eu-s-digital-act-makes-it-harder-to-do-business-in-europe/chDkzgAR3EV">Apple Says EU’s Digital Markets Act Makes It Harder To Do Business In Europe, Calls For Its Abolition</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Cipher Stock Soars 10% Pre-Market Today Following $3 Billion Deal With Fluidstack

Under the terms of the 10-year colocation partnership, Cipher will allocate 168 megawatts of dedicated IT power, supported by up to 244 MW in total infrastructure capacity. 

Applied Digital Corporation (APLD) announced on Monday that it plans to begin construction on its next-generation AI campus, dubbed Polaris Forge 2, near Harwood, North Dakota, in September 2025. The $3 billion project aims to support the growing demand for high-performance computing.The facility will have an initial capacity of 280 megawatts (MW) and is built to allow expansion beyond that threshold. Partial operations are slated to begin in 2026, with full-scale functioning expected by early 2027.Applied Digital stock traded over 17% higher on Monday morning. On Stocktwits, retail sentiment around the stock remained in ‘neutral’ territory amid ‘low’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:948/114;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_18_103209_png_826df26e75.webp" alt="APLD’s Sentiment Meter and Message Volume as of 10:15 a.m. ET on Aug. 18, 2025 | Source: Stocktwits" width="948" height="114"><figcaption>APLD’s Sentiment Meter and Message Volume as of 10:15 a.m. ET on Aug. 18, 2025 | Source: Stocktwits</figcaption></figure>A bullish user called the announcement ‘big news’.<stembedurl>https://stocktwits.com/Rod92/message/625606438</stembedurl>Another user said the company is the ‘best AI data center builder’.<stembedurl>https://stocktwits.com/maximilian1/message/625619211</stembedurl>The company has secured over 900 acres for the project and arranged power delivery through Cass County Electric Cooperative. Once fully operational, the campus will create more than 200 permanent jobs and additional opportunities for long-term contractors.CEO Wes Cummins described the Harwood site as the next phase in the company’s trajectory, citing strong interest from hyperscalers. He noted that North Dakota’s strategic environment makes it an ideal location for development.“We have strong interest from multiple parties and are in advanced negotiations with a U.S.-based investment-grade hyperscaler for this campus, making it both timely and prudent to proceed with groundbreaking and site development,” said Cummins.Applied Digital also received a vote of confidence from Craig-Hallum on Monday, which doubled its price target on the company’s shares to $23 from $12, while reaffirming a ‘Buy’ rating, as per TheFly.The firm pointed to encouraging signs in the data center industry, particularly recent private transactions, creating attractive valuations. Despite these positive indicators, Craig-Hallum said Applied Digital’s stock does not yet reflect the fair value of its asset base or its development pipeline.Applied Digital stock has gained over 117% in 2025 and over 303% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-ai-chip-demand-fuels-higher-earnings-projections/chsOfr6RdXI">Nvidia’s AI Chip Demand Fuels Higher Earnings Projections From Wall Street: Retail’s In Wait-And-Watch Mode</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, an Applied Digital logo is seen on a smartphone screen. (Photo Illustration by Pavlo Gonchar/SOPA Images/LightRocket via Getty Images)

This Data Center Stock Doubled In 2025, Quadrupled Over One Year, And Just Rocketed 17% Today: Do You Own It?

Applied Digital has secured over 900 acres for its North Dakota data center project, which will have an initial capacity of 280 megawatts.

Stablecoin issuer Circle Internet Group, Inc.'s (CRCL) shares came under selling pressure in Wednesday’s early premarket&nbsp;trading, signaling a potential reversal from the previous session.The negative sentiment can be traced back to the company’s filing of an S-1 registration statement with the SEC regarding a 10 million common stock offering. The company would offer 2 million shares, and selling shareholders would offload the remaining 8 million shares.The company went public on June 5, and since its listing on the NYSE, the&nbsp;<a href="https://stocktwits.com/symbol/CRCL">Circle stock</a> has nearly doubled to $163.21.Circle said in the regulatory filing that it expects to raise net proceeds of $309.4 million from the offering, or $542.6 million if the underwriters exercise their options. The company plans to use the proceeds for working capital and general corporate purposes, including payment obligations, business investments, and potential acquisitions.On Tuesday, Circle shares ended up 1.27% at $163.21 after the company reported forecast-beating results for the second quarter of the fiscal year 2025.&nbsp;Sentiment toward the stock has remained upbeat amid President Donald Trump’s pro-crypto stance. The president signed the stablecoin bill, dubbed the Genius Act, into law in July, thereby bringing the dollar-pegged currencies into the regulatory net and rendering legitimacy to them.&nbsp;On Stocktwits, retail sentiment toward Circle improved to ‘neutral’ (49/100) by early Wednesday, from ‘bearish’ a day ago. The message volume, however, surged as retail traders discussed the quarterly report and the stock offering.&nbsp;<figure class="image"><img style="aspect-ratio:619/51;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_13_at_5_26_12_AM_png_9292de907e.webp" alt="Screenshot 2025-08-13 at 5.26.12 AM.png" width="619" height="51"><figcaption>CRCL sentiment and message volume ass of 5:25 a.m. ET, Aug. 13 | source: Stocktwits</figcaption></figure>A bearish watcher cautioned others to sell the Circle stock before it dropped below $100.<stembedurl>https://stocktwits.com/TomyA/message/624906186</stembedurl>Another user, who is bullish on the stock, lauded the company for the “great” earnings but expressed disappointment with the stock offering. “Still - if the stock can ride this out, several upgrades will likely be incoming,” they said.<stembedurl>https://stocktwits.com/Avarmaavarma/message/624897819</stembedurl>In Wednesday’s premarket, Circle stock fell 5.67% to $154.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:<a href="https://stocktwits.com/news-articles/markets/equity/ppl-intel-plug-power-nvidia-johnson-controls-what-sparked-heavy-after-hours-trading/chrDrUmRdeC">&nbsp;</a><a href="https://stocktwits.com/news-articles/markets/equity/us-soybean-exports-hit-as-trumo-tariff-drive-chinese-oilseed-imports-to-brazil/chrCdxIRdBN">US Soybean Exports Hit As Trump’s Tariffs Drive Chinese Oilseed Importers to Brazil, Other South American Countries</a>

In this photo illustration, a person holds a smartphone displaying the logo of Circle (NYSE: CRCL), a global fintech company and issuer of the USDC stablecoin, on August 8, 2025, in Chongqing, China. 

Why Circle Stock Is Sliding Premarket Today

Circle said in the regulatory filing that it expects to raise net proceeds of $309.4 million from the offering, or $542.6 million if the underwriters exercise their options. 

Tech ETFs at the Forefront of the Market Rebound on Monday 

Tech ETFs like DAPP, ARKQ and IBLC surged on Monday as strong earnings and rate cut hopes reignited investor confidence.

Applied Digital Corp. (APLD) CEO Wesley Cummins drew attention to CoreWeave’s (CRWV) recent deal for another 150 megawatts of capacity at a third facility on the Polaris Forge 1 campus, highlighting the site's growing role in powering advanced AI operations.“Building on the momentum from these leases and the surging demand for AI infrastructure, we're actively marketing our multi-gigawatt pipeline to a diverse group of customers,” said Cummins during the fourth-quarter (Q4) earnings call.<a href="https://stocktwits.com/symbol/APLD">Applied Digital stock</a> traded over 30% higher on Thursday afternoon.On Stocktwits, retail sentiment around the stock jumped to ‘extremely bullish’ (84/100) from ‘neutral’ territory the previous day. Message volume shifted to ‘extremely high’ (82/100) from ‘normal’ levels in 24 hours.<figure class="image"><img style="aspect-ratio:953/121;" src="https://news.stocktwits-cdn.com/Screenshot_2025_07_31_135656_png_c3f9cfa537.webp" alt="APLD’s Sentiment Meter and Message Volume as of 02:00 p.m. ET on July 31, 2025 | Source: Stocktwits" width="953" height="121"><figcaption>APLD’s Sentiment Meter and Message Volume as of 02:00 p.m. ET on July 31, 2025 | Source: Stocktwits</figcaption></figure>A bullish Stocktwits user said the stock has growth potential.<stembedurl>https://stocktwits.com/Juststartingout14/message/623238707</stembedurl>CoreWeave has previously agreed to lease 250 megawatts of power at the Polaris Forge 1 data center under two major&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/applied-digital-stock-surges-after-7-billion-deal-with-coreweave/chkYbRYRbHd">15-year deals</a>, potentially bringing in $7 billion in revenue.&nbsp;The latest addition of 150 megawatts, once finalized, would boost the total leased capacity to 400 megawatts and expected revenue to around $11 billion for Applied Digital.“With the CoreWeave lease, we believe we're now roughly halfway toward our internal goal of generating $1 billion in annual net operating income over the next 3 to 5 years,” Cummins added.Applied Digital’s Q4 revenue jumped 41% year-on-year (YoY) to $38 million, beating the analysts’ consensus estimate of $37.12 million, as per Fiscal AI data.Adjusted loss per share of $0.03 surpassed the consensus estimate of a loss of $0.16. The company held $41.5 million in cash and equivalents as of May 31.&nbsp;Applied Digital stock has gained over 68% year-to-date and over 164% in the last 12 months.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/retail-hype-follows-roblox-s-big-q2-win/choLirnRdGI">‘Netflix of Gaming?’ Retail Hype Follows Roblox’s Big Q2 Win</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Applied Digital Stock Soars 30% On Thursday, And There’s A CoreWeave Angle To It

Applied Digital’s Q4 revenue jumped 41% year-on-year to $38 million, beating the analysts’ consensus estimate of $37.12 million, as per Fiscal AI data.

Block Surges on S&P 500 Inclusion: ETFs in Focus

Block (XYZ) surged 8.5% in extended trading on July 18, 2025, following news of its inclusion in the S&P 500, replacing Hess and drawing investor attention to ETFs like SPYA and DAPP, which are expected to benefit.

6 Best-Performing ETF Areas of Second Quarter 2025

Crypto, defense, uranium, and AI-linked ETFs delivered big Q2 gains as markets rebounded from near bear territory. Winning ETFs include the likes of CRPT, KDEF, URA and PLTM.

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