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XRP is a decentralized digital asset and the native token of the XRP Ledger, a Layer 1 blockchain designed for high-performance global payments. Its primary value proposition is offering a fast, cost-effective alternative to traditional banking systems by enabling near-instant cross-border settlements that finalize in three to five seconds. By serving as a neutral bridge asset between different fiat currencies, it helps financial institutions lower liquidity costs and eliminates the need for pre-funded accounts.  The network is unique because it utilizes a federated consensus protocol instead of energy-intensive mining or staking. This system achieves deterministic finality through a Unique Node List of trusted validators who must reach an eighty percent agreement threshold to permanently record transactions. This infrastructure supports a sustained throughput of 1,500 transactions per second and includes a built-in decentralized exchange that allows for the automated trading of any tokenized asset without intermediaries.  The project traces its origins back to 2004 with Ryan Fugger before being co-founded in its modern form by Jed McCaleb and Chris Larsen. The company, now known as Ripple, works with major financial institutions as partners and investors to build global payment solutions. To protect the network from spam, a small amount of XRP is burned during every transaction, and the token is further utilized by institutions as collateral to access traditional markets and manage digital asset infrastructure.  Institutional adoption of the asset reached a major milestone in November 2025 when the SEC approved the first wave of spot XRP ETFs. These products, offered by major issuers including Bitwise, Grayscale, 21Shares, Canary Capital, and Franklin Templeton, are now listed on prominent exchanges like the NYSE Arca, Nasdaq, and Cboe BZX. While Ripple remains a key contributor to the ecosystem, the underlying XRP Ledger continues to operate as an open-source and decentralized network.

Ripple

XRP is trending as investors debate the impact of potential Clarity Act legislation and speculate on the asset's utility in global payment systems. The community remains deeply divided, with many users tracking institutional activity and legislative updates while others express frustration over stagnant price action and compare the token to alternative assets.

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 Health is currently a major focus for traders following news that the FDA may ease restrictions on certain peptides, a catalyst that has revitalized the stock's bull case. Community sentiment is sharply divided between those betting on a potential short squeeze due to high short interest and retail optimism, and skeptics who remain wary of valuation concerns and previous price volatility.

Rumble, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

Rumble Inc - Ordinary Shares - Class A

Rumble Inc

Rumble is trending as investors focus on the company's planned acquisition of Northern Data and its potential to become a significant AI cloud provider with government contract opportunities. The community is heavily focused on the stock's record short interest, fueling intense speculation about a potential short squeeze, while also tracking ongoing capital commitments from Tether.

Rigetti Computing, Inc. provides full-stack quantum computing services. It serves global enterprise, government, and research clients through its Rigetti Quantum Cloud Services platform. The company was founded by Chad Rigetti in 2013 and is headquartered in Berkeley, CA.

Rigetti Computing Inc

Rigetti Computing is capturing intense community attention as retail traders debate whether the stock is a high-growth quantum infrastructure play or a speculative trap. While bulls focus on technical indicators and potential partnerships, many market participants are voicing caution regarding the company's cash burn, missed performance milestones, and the broader volatility across the quantum sector.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi is experiencing a surge in investor optimism as the stock tests critical resistance levels, driven by ongoing chatter about a potential short squeeze and high-volume accumulation heading into the next earnings report. The community is actively debating the stock's long-term technical structure, with many focusing on the recent expansion into business banking and potential S&P inclusion as major catalysts for a sustained reversal.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit is seeing intense community debate driven by concerns over institutional price target downgrades and the stock's recent volatility. Investors are actively discussing the platform's potential as a data licensing engine for AI training against broader market macro-sensitivity.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is trending as community members closely monitor the rollout of 'Power Packs,' a new digital trading card platform, while speculating on the impact of high short interest and potential future M&A activity. Discussions are centered on a mix of cautious optimism regarding revenue diversification and aggressive bullish sentiment, with many users debating whether current price levels signal a breakout or a prolonged consolidation phase.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Coinbase is currently the focus of intense debate as traders weigh potential upside from pending legislative clarity and crypto-market momentum against bearish technicals and analyst downgrades. Community discourse is sharply divided between those betting on an institutional breakout fueled by Bitcoin volume and skeptics expecting further downside due to ongoing volume contraction.

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 currently trending as investors focus on its pivot toward advanced foundry services, bolstered by major high-profile partnerships with tech giants and the US government. The community remains deeply divided, with bulls pointing to a significant narrative shift regarding domestic manufacturing independence, while some traders express caution over the stock's rapid recent gains and upcoming earnings.

Xanadu Quantum Technologies Ltd. engages in the provision of quantum computing solutions for enterprise and government customers. The company was founded by Christian Weedbrook on October 2, 2025 and is headquartered in Toronto, Canada.

Xanadu Quantum Technologies Ltd. - Ordinary Shares - Class B (Sub Voting)

Xanadu Quantum Technologies has experienced a surge in investor attention following its recent public debut and strong positioning within the photonic quantum computing sector. While the community is actively debating the stock's valuation and volatility, many are drawn to its strategic partnerships with major industry players and the potential for quantum technology to become integral to future AI development.

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<ul class="summary-bullets"><li>The Dutch AI infrastructure provider has also struck multi-billion-dollar deals with tech giants like Microsoft and Meta Platforms.</li><li>Nebius is also said to be in talks with Israeli AI startup AI21, after Nvidia pulled out of negotiations.</li><li>Nebius also received a $2 billion investment from Nvidia in March 2026, with the two companies announcing a partnership to develop and deploy the next generation of hyperscale cloud infrastructure for the AI market.</li></ul>Nebius Group NV (NBIS) shares hit a new all-time high of about $150 on Friday, taking the gains over the past year to over 600% as the company rides the demand for AI infrastructure.The surge in NBIS stock comes amid a slew of recent developments from the company, including the construction of a new 310-megawatt AI factory in Finland and an expanding partnership with Nvidia Corp. (NVDA).The Dutch AI infrastructure provider has also struck multibillion-dollar deals with tech giants such as Microsoft Corp. (MSFT) and Meta Platforms Inc. (META).According to TheFly, analysts at BofA stated in a recent note that the business model of Nebius, of allowing companies to train and run their AI models without investing in the infrastructure, represents a “huge opportunity.”<a href="https://stocktwits.com/symbol/NBIS">Nebius shares</a> were up more than 10% in Friday morning’s trade. NBIS was among the top trending tickers on the platform at the time of writing.<h2 class="st-heading-2">Why Is Wall Street Bullish On NBIS?</h2>Analysts at Cantor Fitzgerald have an ‘Overweight’ rating and a $129 price target for the NBIS stock. The firm stated that, with the world heading toward the proliferation of AI across nearly every sector, business, and economy, it sees AI infrastructure as an “attractive place to invest.”Explaining its bullish outlook, Cantor Fitzgerald stated that it expects a persistent imbalance between demand and supply of AI infrastructure over the next five years and beyond. This should help in the pricing of AI infrastructure facilities to remain strong, it said.BofA has a price target of $150 on NBIS, with a ‘Buy’ rating. The firm stated that Nebius is strategically positioned to capture market share, with Meta and Microsoft among its list of customers.<h2 class="st-heading-2">Nebius Reportedly In Talks To Acquire Israeli AI Startup</h2>According to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/nebius-talks-buy-israeli-ai-startup-ai21-nvidia-deal-fizzles">report</a> by The Information on Thursday, Nebius is said to be in talks with Israeli AI startup AI21, after Nvidia pulled out of negotiations.AI21 is said to have been looking for an exit after failing to penetrate the market with its large language models, but it experienced success with its AI agent management product, Maestro, according to the report.Nebius struck a $27 billion, multi-year deal with Meta in March 2026, providing it with $12 billion in dedicated capacity across locations.The company also stated that Meta has committed to purchasing additional available compute capacity across certain upcoming Nebius clusters, totaling up to $15 billion during this period. This agreement builds on a previous $3 billion deal between the two companies announced in November 2025.Prior to the Meta deal, Nebius signed a $17.4 billion agreement with Microsoft in September 2025 to deliver AI infrastructure.Nebius also reported a $2 billion investment from AI bellwether Nvidia, while announcing a strategic partnership to develop and deploy the next generation of hyperscale cloud for the AI market.<h2 class="st-heading-2">How Did Retail Traders React?</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/NBIS">Nebius</a> trended in the ‘bullish’ territory with message volumes at ‘high’ levels at the time of writing.One bullish user on the platform stated that AI is back on the menu now.<stembedurl>https://stocktwits.com/SiliconLithium/message/649934642</stembedurl>Another user thinks that the AI21 acquisition will make Nebius the next hyperscaler.<stembedurl>https://stocktwits.com/TruthSayer/message/649887360</stembedurl><a href="https://stocktwits.com/symbol/NBIS">NBIS stock</a> is up 79% year-to-date and 610% over the past 12 months. The iShares Core MSCI EAFE ETF (IEFA) is up 33% over the past 12 months, while the iShares MSCI EAFE ETF (EFA) is up 32%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/us-consumer-inflation-march-2026-cpi-report/cZJ0QjVRItX">CPI Report: First Inflation Print Since Beginning Of Iran War Shows Consumer Prices Rise In Line With Expectations</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Nebius Group logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

NBIS Stock Rides AI Infrastructure Wave To Soar 600% In A Year — Analysts Say Nebius Presents A 'Huge Opportunity'

The surge in NBIS stock comes amid a slew of developments, including the construction of a new 310-megawatt AI factory in Finland and an expanding partnership with Nvidia.

Equity

<ul class="summary-bullets"><li>Nebius stated that it intends to use the proceeds from the issue of these convertible notes to finance the expenditures related to the construction and build-out of its data centers.</li><li>The company also added that it will use these funds to make investments in developing its full-stack AI cloud as well as expand its data center footprint.</li><li>Nebius also plans to use the funds to procure key components such as graphics processing units, which are essential for its data center ambitions.</li></ul>Nebius Group NV (NBIS) shares declined more than 11% in Tuesday’s opening trade after the company announced a proposed private offering of $3.75 billion of convertible senior notes.The company said it will offer the convertible notes in two series totaling $3.75 billion, with $2 billion in the first and $1.75 billion in the second.Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/NBIS">Nebius</a> trended in the ‘bullish’ territory with message volumes at ‘extremely high’ levels.This follows a 15% surge on Monday after Nebius struck a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-nbis-stock-soaring-today/cZ32HbcRIfW">$27 billion deal</a> with Meta Platforms Inc. (META) in a long-term agreement for AI infrastructure buildout.<h2 class="st-heading-2">What Does Nebius Intend To Use These Funds For?</h2>Nebius stated that it intends to use the proceeds from the issue of these convertible notes to finance the continuing growth of its business, including expenditures related to the construction and build-out of its data centers.The company added that it will use these funds to make investments in developing its full-stack AI cloud as well as expand its data center footprint. Nebius also plans to use the funds to procure key components such as graphics processing units (GPU), which are essential for its data center ambitions.<h2 class="st-heading-2">Nebius’ Multi-Billion Dollar Deals</h2>On Monday, Nebius struck a long-term deal with Meta to provide the latter with dedicated capacity across locations. The company also stated that Meta has committed to purchase additional available compute capacity across certain upcoming Nebius clusters up to a total of $15 billion during this period.Prior to this deal, Meta and Nebius struck a $3 billion agreement in November 2025 for AI infrastructure. The Dutch company said the contract had to be limited to the capacity Nebius had available.Nebius also signed a $17.4 billion agreement with Microsoft Corp. (MSFT) in September 2025 to deliver AI infrastructure.<a href="https://stocktwits.com/symbol/NBIS">NBIS stock</a> is up 40% year-to-date and 314% over the past 12 months. The iShares Core MSCI EAFE ETF (IEFA) is up 18% over the past 12 months, while the iShares MSCI EAFE ETF (EFA) is up 17%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/iran-supreme-leader-khamenei-rejects-ceasefire-with-us-crude-oil-prices-rise/cZ3Ec2ARIQM">Iran's New Supreme Leader Reportedly Rejects Proposal For Ceasefire With US – Crude Oil Prices Rise Amid Growing Tensions</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

What Is Pulling NBIS Stock Down Today?

The company said it will offer the convertible notes in two series totaling $3.75 billion, with $2 billion in the first and $1.75 billion in the second.

<ul class="summary-bullets"><li>Nebius stated that Meta has committed to purchase additional available compute capacity across some of its upcoming clusters, totaling to $15 billion.</li><li>The company added that while it intends to sell additional cloud compute capacity of its upcoming clusters to third-party customers, Meta will take up the remaining capacity.</li><li>Nebius stated that the delivery of this AI infrastructure capacity using Nvidia’s Vera Rubin platform will begin in early 2027.</li></ul>Nebius Group NV (NBIS) shares soared more than 15% in Monday’s pre-market trade after the company announced a new long-term AI infrastructure agreement with Meta Platforms Inc. (META).Under the five-year agreement, Nebius stated that it will provide $12 billion in dedicated capacity to Meta across its locations. The company said that this will be one of the first large-scale deployments of Nvidia Corp.’s (NVDA) new Vera Rubin platform.The company also stated that Meta has committed to purchase additional available compute capacity across certain upcoming Nebius clusters up to a total of $15 billion during this period.Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/NBIS">Nebius</a> trended in the ‘bullish’ territory with message volumes at ‘high’ levels. NBIS was the top trending ticker on Stocktwits at the time of writing.<h2 class="st-heading-2">Delivery To Begin Early 2027</h2>Nebius stated that the delivery of this AI infrastructure capacity using Nvidia’s Vera Rubin platform will begin in early 2027.The company added that while it intends to sell additional cloud compute capacity of its upcoming clusters to third-party customers, Meta will take up the remaining capacity.Nebius added that its 2026 fiscal guidance remains unchanged. During its fourth-quarter (Q4) earnings call, the company guided 2026 revenue to be in the $3 billion to $4 billion range, while the Wall Street consensus estimate is at $3.33 billion, according to Fiscal.ai data.“We are pleased to expand our significant partnership with Meta as part of securing more large, long-term capacity contracts to accelerate the build-out and growth of our core AI cloud business,” said Nebius founder and CEO, Arkady Volozh.<h2 class="st-heading-2">Meta’s Ongoing Partnership With Nebius</h2>Meta’s new $27 billion deal with Nebius builds on an ongoing partnership between the two companies. Meta and Nebius struck a $3 billion deal in November 2025 for AI infrastructure. The Dutch company said that this contract had to be restricted to the capacity that Nebius had available.Prior to the Meta deal, Nebius signed a $17.4 billion agreement with Microsoft Corp. (MSFT) in September 2025 to deliver AI infrastructure.<a href="https://stocktwits.com/symbol/NBIS">NBIS stock</a> is up 35% year-to-date, while&nbsp;<a href="https://stocktwits.com/symbol/NBIS">META stock</a> is down 7%. The iShares Core MSCI EAFE ETF (IEFA) is up 18% over the past 12 months, while the iShares MSCI EAFE ETF (EFA) is up 17%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/elon-musk-macrohard-digital-optimus-working-on-tesla-cars-ai4-hardware/cZduO5mRI9M">Elon Musk Says 'Digital Optimus' Works On All Tesla Cars Equipped With AI4 Hardware</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Why Is NBIS Stock Soaring Pre-Market Today?

Nebius stated that the five-year agreement will include one of the first large-scale deployments of Nvidia’s new Vera Rubin platform.

Zacks Investment Ideas feature highlights EFA and SPY

EFA and SPY have been highlighted in this Investment Ideas article.


US and International Equities: A Narrowing Gap?

After more than a decade of underperformance, international equities posted a considerably better year than US equities in 2025. Is this a structural, or cyclical shift?

<ul class="summary-bullets"><li>Despite the mixed Q4 performance, Sea CEO Forrest Li stated that 2025 was a great year for the company and that all its businesses scaled well, exceeding Sea’s growth expectations.</li><li>The company Shopee served around 400 million active buyers, Monee gained over 20 million unique first-time borrowers, and Garena connected on average with more than 100 million players daily throughout 2025.</li><li>Shopee’s gross merchandise value stood at $36.7 billion, growing 28.6% YoY, while core marketplace revenue surged by over 50% to $3.6 billion.</li></ul>Sea (SE) American Depository Receipts tumbled nearly 25% in Tuesday’s opening trade after the company reported mixed fourth-quarter (Q4) results, and the intensifying war in the Middle East pushed the broader markets down.The Singapore-based tech conglomerate reported earnings per share (EPS) of $0.63 on revenue of $6.85 billion, while Wall Street analysts expected an EPS of $0.81 on revenue of $6.43 billion, according to Fiscal.ai data.Sea is the holding company for the popular online games developer Garena, the digital payments and financial services provider Monee, and the e-commerce platform Shopee.<h2 class="st-heading-2">All Businesses Scaled Well, Says CEO</h2>Despite the mixed Q4 performance, Sea CEO Forrest Li stated that 2025 was a great year for the company and that all its businesses scaled well, exceeding Sea’s growth expectations.“In 2025, Shopee served around 400 million active buyers and 20 million sellers. Monee gained over 20 million unique first-time borrowers. And Garena connected on average with more than 100 million players daily throughout the year,” Li said.Sea stated in its announcement that Shopee registered a 30.5% year-on-year increase in Q4 gross orders. Gross merchandise value (GMV) stood at $36.7 billion, growing 28.6% YoY, while core marketplace revenue surged by over 50% to $3.6 billion.Sea’s financial services firm Monee registered an 80.4% YoY increase in its consumer as well as small and medium enterprises (SME) loans, which stood at $9.2 billion as of Dec. 31, 2025.Garena, Sea’s online games firm, registered a 23.8% YoY increase in bookings to $672.4 million in Q4, while quarterly active users edged up by 2.5% YoY to 633.3 million. Average bookings per user rose to $1.08, up from $0.88 in the same quarter a year ago.The company also provided an update on its $1 billion share repurchase program, stating that it had bought back shares worth $14.5 million in Q4.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/SE">Sea</a> trended in the ‘extremely bullish’ territory, with message volumes at ‘extremely high’ levels.One user flagged potential margin compression at Shopee, noting that the company still needs to demonstrate whether its long-term target of 2% to 3% GMV margins is achievable.<stembedurl>https://stocktwits.com/StockPlaza/message/646417862</stembedurl><a href="https://stocktwits.com/symbol/SE">SE ADR</a> is down 39% year-to-date and 38% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-warns-iran-too-late-for-talks/cZdehIWRIPe">Trump Warns It's 'Too Late' For Talks With Iran, Says Their Air Force, Navy, And Leadership Are Gone</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Sea Ltd. is a Singapore-based global consumer internet company operating platforms such as Shopee, Garena, and Moneee

SE Stock Is Tumbling Today — Mixed Q4 Results Offer Little Hope Amid Raging Middle East Conflict

Singapore-based tech conglomerate Sea reported earnings per share of $0.63 on revenue of $6.85 billion, while Wall Street analysts expected an EPS of $0.81 on revenue of $6.43 billion.

<ul class="summary-bullets"><li>Nebius and CoreWeave are both neocloud or artificial intelligence infrastructure providers with GPU-first data centers.&nbsp;</li><li>Retail touted the dip in NBIS stock as a ‘buying opportunity,’ while also calling the company’s shares superior to CoreWeave’s because of its lower leverage.</li><li>CoreWeave has long-term debt of $14.67 billion as of Dec. 31, 2025, while Nebius has long-term debt of $4.1 billion as of the same date.</li></ul>Shares of Amsterdam-based Nebius Group N.V. (NBIS) slumped more than 13% on Friday amid a decline in rival CoreWeave Inc.'s (CRWV) shares. &nbsp;CoreWeave on Thursday <a href="https://stocktwits.com/news-articles/markets/equity/crwv-stock-slumps-on-coreweave-capex-projections-for-2026/cZTcmZKRITh">announced</a> that its capital expenditure plans for 2026 would be more than double of 2025, sending its shares down in Friday’s trade.Nebius and CoreWeave are both neocloud or artificial intelligence infrastructure providers with GPU-first data centers. Both companies are backed by Nvidia Corp. (NVDA) and operate on its chips.<h2 class="st-heading-2">What Is Retail Saying?</h2>On Stocktwits, retail sentiment around NBIS shares was in the ‘bullish’ territory amid ‘normal’ message volumes at the time of writing. The stock was among the most-trending on the platform.One bullish user said that CoreWeave’s dip just gave the market an ‘incredible buying opportunity.’<stembedurl>https://stocktwits.com/dailyalpha_2228/message/646097684</stembedurl>&nbsp;Another bullish user said that compute would be the future of the market and called it a ‘gift dip’.<stembedurl>https://stocktwits.com/Source206/message/646123644</stembedurl>&nbsp;A third user called Nebius the ‘winner’ when compared to CoreWeave.<stembedurl>https://stocktwits.com/omz24/message/646121668</stembedurl>&nbsp;Another bullish user gave Nebius the thumbs up, while giving CoreWeave a thumbs down, citing capital structure differences.<stembedurl>https://stocktwits.com/santacruztodd/message/646047422</stembedurl>&nbsp;<h2 class="st-heading-2">Capital Expenditure</h2>For 2026, CoreWeave has forecasted capital expenditure of $30 billion to $35 billion in 2026, compared to $14.9 billion spent in 2025. The company also reported long-term debt of $14.67 billion as of Dec. 31, 2025, compared to $5.4 billion as of Dec. 31, 2024.<figure class="image"><img src="https://news.stocktwits-cdn.com/Core_Weave_Long_Term_Debt_jpg_36378b7d22.webp" alt="CoreWeave_Long-Term_Debt.jpg" width="1600" height="1134"><figcaption>CoreWeave Debt From Dec. 2023 to Dec. 2025 | Source: Fiscal.ai</figcaption></figure>&nbsp;In comparison, Nebius reported long-term debt of $4.1 billion as of Dec. 31, 2025, a notable increase from zero debt the previous year, as it catches up to growing competition in the AI cloud market. Yet, its debt is significantly lower than that of CoreWeave’s.<figure class="image"><img src="https://news.stocktwits-cdn.com/Nebius_Group_Long_Term_Debt_jpg_898dd44895.webp" alt="Nebius_Group_Long-Term_Debt.jpg" width="1600" height="1134"><figcaption>Nebius had near-zero debt in 2023 and 2024 | Source: Fiscal.ai</figcaption></figure>&nbsp;However, Arkady Volozh, founder and CEO of Nebius, said in a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://assets.nebius.com/assets/e59fb92e-9027-473a-8cac-04f9d2e9ea9a/Shareholder%20Letter%20Q4%202025.pdf?cache-buster=2026-02-12T11:43:13.446Z">letter to shareholders</a> on Feb. 12 that the company would “maintain a disciplined approach to raising capital” even as it considers a range of financing options for 2026, including corporate debt and asset-backed financing.<a href="https://stocktwits.com/symbol/NBIS">Shares of NBIS</a> have risen more than 178% in the past year, while s<a href="https://stocktwits.com/symbol/CRWV">hares of CRWV</a> have gained more than 93% in the same period.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/coreweave-ceo-justifies-capex-spend-amid-stock-price-plummet-touts-high-demand/cZTcYsFRIT8">CoreWeave CEO Justifies Capex Spend Amid Stock Price Plummet, Touts High Demand: ‘Our Backlog Is Enormous’</a>

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

NBIS Stock Tanks Amid CoreWeave Decline — What Does Retail Think? 

CoreWeave on Thursday announced that its capital expenditure plans for 2026 would be more than double of 2025, sending its shares down in Friday’s trade. 

NBIS Stock Tanks Amid CoreWeave Decline — What Does Retail Think?

May 29th Options Now Available For iShares Trust - iShares MSCI EAFE ETF (EFA)

Investors in iShares Trust - iShares MSCI EAFE ETF (Symbol: EFA) saw new options become available today, for the May 29th expiration. One of the key inputs that goes into the price an option buyer is...

<ul class="summary-bullets"><li>TEV-'749 is designed to help improve patient adherence. &nbsp;</li><li>The treatment utilizes a copolymer technology proprietary to Medincell to provide a controlled steady, sustained release of olanzapine.</li><li>Earlier this week, the United States Court of Appeals for the Federal Circuit issued a ruling backing Teva in a patent dispute involving Corcept Therapeutics’ Korlym tablets.</li></ul> U.S. affiliate of Teva Pharmaceutical Industries Ltd. (TEVA) said on Friday that the U.S. Food and Drug Administration (FDA) has accepted its New Drug Application (NDA) for olanzapine extended-release injectable suspension or TEV-'749 for the treatment of schizophrenia in adults.The application was based on data from a late-stage trial in which TEV-'749 administered as a once-monthly subcutaneous injection demonstrated an efficacy and safety profile consistent with currently available olanzapine formulations and showed no evidence for the need for post-injection monitoring.Shares of TEVA traded marginally lower at the time of writing.<h2 class="st-heading-2">Drug Details</h2>Currently, long-acting olanzapine formulations require administration in a certified healthcare facility and require a 3-hour post-injection monitoring period. TEV-'749 is designed to help improve patient adherence. &nbsp;“Treatment adherence remains a major challenge and unmet need for people living with schizophrenia…,” &nbsp; said Eric Hughes, Chief Medical Officer at Teva. The treatment utilizes a copolymer technology proprietary to Medincell to provide a controlled steady, sustained release of olanzapine.Schizophrenia is a chronic, progressive and severely debilitating mental disorder that affects how one thinks, feels and acts, and symptoms may include delusions, hallucinations, disorganized speech or behavior and impaired cognitive ability. As per the company, about 1% of the world’s population will develop schizophrenia in their lifetime.Teva is best known for its generics business. Earlier this week, the United States Court of Appeals for the Federal Circuit issued a <a href="https://stocktwits.com/news-articles/markets/equity/cort-stock-drops-after-appeals-court-sides-with-teva-in-korlym-patent-fight/cZRkeLuR4DQ">ruling backing</a> Teva in a patent dispute involving Corcept Therapeutics’ Korlym tablets.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around TEVA stayed within the ‘bearish’ territory while message volume stayed at ‘low’ levels.<a href="https://stocktwits.com/symbol/TEVA">TEVA stock</a> has more than doubled over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/praxis-precision-shares-rally-on-price-target-hikes/cZRNLcYR4xs">Praxis Precision Shares Rally On Price Target Hikes: Analyst Sees Upside As High As 100% For Stock</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Teva Pharmaceuticals Seeks FDA Greenlight For New Schizophrenia Treatment 

The application was based on data from a late-stage trial in which TEV-'749 administered as a once-monthly subcutaneous injection demonstrated an efficacy and safety profile consistent with currently available olanzapine formulations.

See Which Of The Latest 13F Filers Holds EFA

At Holdings Channel, we have reviewed the latest batch of the 28 most recent 13F filings for the 12/31/2025 reporting period, and noticed that iShares Trust - iShares MSCI EAFE ETF (Symbol: EFA) was...

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