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Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is seeing a surge in investor interest driven by a significant expansion of its NFL live sports content and the broadening of its ad-supported tier to new global markets. Community members are actively debating the timing of share buybacks and whether this recent price action represents a sustainable reversal or merely a temporary relief rally.

Bankr is an advanced AI agent focused on simplifying the process of buying and selling digital assets. Bankr was the first AI agent on Farcaster to help you quickly buy all your favorites coins directly in the social. BankrCoin is the official coin of the agent and was deployed by Bankr itself directly in the Farcaster social feed. Fees from swaps go to support BankrCoin. Bankr is available on Farcaster and will soon be launching a private terminal, token recs, and limit orders on Base.

BankrCoin

BankrCoin is capturing significant community attention as investors rally around its AI-driven infrastructure and potential for long-term utility within the Base ecosystem. Bullish sentiment is being fueled by viral discussions linking the project to high-profile AI developments, prompting active accumulation as holders look toward future growth phases.

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

Community sentiment regarding the $SPACEX ticker is overwhelmingly skeptical, with many investors labeling it a crypto-based scam or 'rug pull' that has no official affiliation with Elon Musk's space company. Discussion is dominated by warnings to avoid the token as retail traders debate whether the real SpaceX IPO will actually drive interest in related aerospace sector stocks or trigger a broader market sell-off.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media & Technology Group is trending as investors debate the impact of the company's performance, recent leadership activities, and ongoing public discourse surrounding its political ties. Community members are actively sharing polarized viewpoints on the stock's long-term viability and its role in the current market environment.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

Investors are closely monitoring gold as a potential safe haven amid ongoing geopolitical instability in the Middle East and rising global inflation concerns. While some market participants are wary of volatility and the impact of fluctuating Treasury yields on precious metals, the community remains divided between those hedging against currency devaluation and those anticipating further price consolidation.

Replimune Group, Inc. is a clinical-stage biotechnology company. It engages in the business of developing oncolytic immunotherapies for the treatment of cancer. The company was founded by Philip Astley-Sparke, Colin A. Love, and Robert Coffin in March 2015 and is headquartered in Woburn, MA.

Replimune Group Inc

Replimune Group is seeing heightened trading activity and volatility as the community debates the implications of the FDA's second rejection of its melanoma drug, RP1. Investors are actively discussing the company's future following executive leadership changes at the FDA, with polarized opinions on whether management can force a regulatory reversal or if the company faces a long-term liquidity and survival challenge.

TMC the metals co., Inc. is a deep-sea minerals exploration company focused on the collection and processing of polymetallic nodules found on the seafloor in international waters of the Clarion Clipperton Zone in the Pacific Ocean (CCZ). These nodules contain high grades of four metals (nickel, copper, cobalt, manganese) which can be used as (i) feedstock for battery cathode precursors (nickel, cobalt and manganese sulfates, or intermediate nickel-copper-cobalt matte) for electric vehicles (EV) and renewable energy storage markets, (ii) copper cathode for EV wiring, energy transmission and other applications and (iii) manganese silicate for manganese alloy production required for steel production. The company was founded in 2021 and is headquartered in Vancouver, Canada.

TMC the metals company Inc

TMC is currently a focal point for investors following a strategic commercial agreement with Allseas to advance nodule recovery operations, reinforcing the path toward production. The community is actively discussing the implications of this partnership alongside anticipation for upcoming earnings and the potential for federal support in establishing domestic processing infrastructure.

Vanguard World Fund - Vanguard Energy ETF

Vanguard Energy ETF

The energy sector is gaining traction as investors focus on supply constraints in the Strait of Hormuz and resilient global demand, leading many to view the sector as a strong hedge against inflation. Community discussions are centered on the potential for long-term growth as major funds rotate into energy ETFs like VDE amid escalating geopolitical tensions and energy security concerns.

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 currently in the spotlight as investors analyze its role as a defensive retail stalwart amidst rising inflation and complex consumer spending data. The community is actively debating the stock's elevated valuation and recent insider activity against its reputation as a safe-haven asset, all while keeping a close watch on consumer health signals ahead of upcoming earnings.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy Corp

Bloom Energy is currently trending as a primary play on the AI data center power bottleneck, with community discussion centered on its surge in backlog and strategic partnerships with hyperscalers. Investors are closely monitoring the stock's parabolic momentum while debating its valuation versus long-term potential as a critical infrastructure provider.

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Cisco Surges on Strong AI Demand and Upbeat Outlook: ETFs to Win

Cisco surged on strong AI demand and upbeat guidance, boosting Cisco-heavy ETFs as AI infrastructure orders topped expectations.

<ul class="summary-bullets"><li>Waldron added that he expects the U.S. to lead the AI capex buildout, even though Europe is trying to catch up and China continues to build out its own infrastructure.</li><li>He highlighted that the firm is seeing real signs of efficiency, scalability, and resiliency, while noting the potential to grow the company without investing as much to increase headcount.</li><li>Waldron also stated that the implementation of AI technology will materially change the company’s workflow processes.</li></ul>Goldman Sachs Group Inc. President John Waldron on Tuesday dismissed concerns about a slowdown in capital expenditure to build out artificial intelligence infrastructure.During an interview with CNBC, Waldron stated that the AI capex buildout is beginning to go global.“I think the supply of AI infrastructure is going to continue at a very healthy clip. I don’t see any change in the posture of the major hyperscalers and those that are really putting in the infrastructure around,” Waldron said.He said that Goldman Sachs is very bullish on the stimulus that the AI capex buildout will provide to the economy, just from a business standpoint.<h2 class="st-heading-2">US To Lead AI Capex Buildout, Says Waldron</h2>Waldron added that he expects the U.S. to lead the AI capex buildout, even though Europe is trying to catch up and China continues to build out its own infrastructure.“Big question mark is whether the deployment, particularly on the enterprise side, catches up to that supply. I would say, as an executive at Goldman Sachs, responsible for some of my partners for executing that, we’re bullish,” he said.Waldron also highlighted that the firm is seeing real signs of efficiency, scalability, and resiliency, while noting the potential to grow the company without investing as much in headcount. He added that this does not necessarily indicate a decrease in headcount.“We can actually scale the firm, be more valuable to our clients… I think a lot of enterprises are starting to see that,” Waldron said.<h2 class="st-heading-2">AI Will Change Workflow Processes Materially, Says Waldron</h2>Waldron believes that implementing AI technology will materially change the company’s workflow processes.He said the manufacturing sector has increasingly adopted robotics and automation, and that generative AI will help companies like Goldman Sachs undertake a digital transformation along similar lines.“Digital agents will be our robots. They will start to change the way our workflow processes in the firm, broadly across a number of aspects of how we operate our firm,” Waldron added.He also downplayed concerns that this change would impact jobs, stating that new jobs would be created. However, he noted that he is unsure what the overall headcount will be once these changes are implemented.<h2 class="st-heading-2">Waldron Remains Cautious About The Impact Of Automation</h2>While expressing optimism about AI's potential to make enterprises scalable, Waldron remained cautious about the benefits firms can reap from automation.“Companies are still experimenting. We’re trying to figure out how this modeling can work for us. You’ve got to set up governance infrastructure, that’s complex,” he added.Waldron also stated that most enterprises do not have clean data, so creating structured data is a priority. He added that the pace of AI adoption among enterprises will remain slower than the rate of evolution of AI models that are currently undergoing.Meanwhile, U.S. equities declined in Tuesday morning’s trade. The S&amp;P 500 ETF (SPY) was down 0.85% at the time of writing, while the Invesco QQQ Trust (QQQ) was down 1.84%.The iShares U.S. Technology ETF (IYW) is up 51% over the past 12 months, while the Fidelity MSCI Information Technology Index ETF (FTEC) is up 49%.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/pentagon-iran-war-cost-estimate-29-billion/cZXXhPZReif">Pentagon Hikes Iran War Cost Estimate To $29B So Far — Bernie Sanders Had Said It Could Spiral To Over $1 Trillion</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Artificial Intelligence Processor Concept. AI Big Data Array - stock photo

Goldman Sachs' John Waldron Dismisses AI Capex Concerns, Says It Will Continue At A ‘Very Healthy Clip’

During an interview with CNBC, Waldron stated that the AI capex buildout is beginning to go global.

Equity

Should You Invest in the Fidelity MSCI Information Technology Index ETF (FTEC)?

Apple's Leadership Change to Boost AI Integration? ETFs in Focus 

Apple enters a new era under John Ternus amid rising AI pressure. Is a hardware-driven AI strategy likely in Ternus-era?

The Zacks Analyst Blog Highlights MAGS, QQQ, VGT, XLK, SMH and FTEC

QQQ and other tech ETFs gain as Iran truce hopes ease risks to chips, data centers and AI, lifting sentiment despite fragile geopolitical backdrop.

Tech ETFs to Soar on "Fragile" Truce Hopes in Iran War?

Fragile ceasefire hopes may lift tech outlook: ETFs like VGT, SMH & FTEC may gain as Iran tensions ease and rate pressure softens.

Defense ETFs Likely to Rally as Trump Plans Spending Boost

Rising geopolitical tensions and Trump's defense push are fueling a long-term rearmament trend. One can explore ETFs to benefit from this outlook.

<ul class="summary-bullets"><li>NCNO sees total revenues between $154.5 million and $156.5 million for its first quarter ending April 30.</li><li>As of January 31, 2026, cash, cash equivalents, and restricted cash at NCNO were $88.7 million and $213.5 million was outstanding under nCino’s revolving credit facility.</li><li>Adjusted net income attributable to nCino in the fourth quarter of fiscal 2026 was $0.37 per diluted share, above Wall Street projections of $0.21 per share.&nbsp;</li></ul>nCino (NCNO) shares jumped more than 19% on Tuesday after it reported higher fourth quarter earnings helped by record gross Annual Contract Value (ACV) bookings.&nbsp;The company who provides cloud-based software applications for financial institutions reported total revenues for the fourth quarter of fiscal 2026 of $149.7 million, a 6% increase from $141.4 million in the fourth quarter of fiscal 2025. Analysts expected revenue to be at $147.9 million, as per data from Stocktwits.&nbsp;Its subscription revenues for the fourth quarter of fiscal 2026 were $133.4 million, up from $125.0 million one year ago, an increase of 7%.Adjusted net income attributable to nCino in the fourth quarter of fiscal 2026 was $0.37 per diluted share compared to $0.19 per diluted share in the year-ago quarter. It was also well above Wall Street projections of $0.21 per share.&nbsp;As of January 31, 2026, cash, cash equivalents, and restricted cash at NCNO were $88.7 million and $213.5 million was outstanding under nCino’s revolving credit facility.“Fiscal 2026 was a landmark year for nCino, with both the fourth quarter and full fiscal year marking company records for gross ACV bookings, and we again exceeded financial guidance across all revenue and profitability metrics,” said Sean Desmond, Chief Executive Officer at nCino. “Our success this year reflects strong global sales execution, accelerating demand for our industry-focused AI capabilities, and the confidence our customers place in nCino as their long-term technology partner.”<h2 class="st-heading-2">Outlook</h2>NCNO sees total revenues between $154.5 million and $156.5 million for its first quarter ending April 30. It expects adjusted operating income to be between $38.0 million and $40.0 million.&nbsp;For its full year ending Jan. 31, the firm expects total revenues between $639.0 million and $643.0 million and subscription revenues between $569.0 million and $573.0 million.&nbsp;<h2 class="st-heading-2">Retail Reaction</h2>Retail reaction around NCNO stock trended in ‘extremely bullish’ territory amid ‘high’ message volume.&nbsp;Shares in the company have fallen 42% so far this year.&nbsp;

In this photo illustration, the nCino company logo is seen displayed on a smartphone screen.

NCNO Stock Rallies More Than 19% After Hours – Here’s Why

The company reported total revenues for the fourth quarter of fiscal 2026 were $149.7 million, a 6% increase year-over-year.

Microsoft and NVIDIA's AI-Nuclear Play: ETFs That May Gain

Microsoft teams up with NVIDIA to bring AI to nuclear energy, targeting faster approvals and efficiency. Here are the ETFs poised to benefit from the shift.

<ul class="summary-bullets"><li>The AI framework also calls on Congress to ensure that residential ratepayers do not experience increased electricity costs as a result of new AI data center construction and operation.</li><li>This would be in accordance with the Ratepayer Protection Pledge announced earlier this month.</li><li>President Donald Trump had called on hyperscalers and AI companies to build, bring in, or buy all the energy needed to build and operate data centers, paying the full cost of their energy and infrastructure.</li></ul>The Trump administration on Friday unveiled a comprehensive AI framework aimed at consolidating federal regulations, while urging Congress to overrule “undue burdens” imposed by state laws.“The Trump Administration is committed to winning the AI race to usher in a new era of human flourishing, economic competitiveness, and national security for the American people,” the White House stated, adding that achieving these goals requires a framework that enables American industry to innovate and thrive, while allowing Americans to benefit from this technology.The six-pronged approach taken by the Trump administration in the AI framework centers on protecting children, communities, intellectual property rights, and free speech, while enabling innovation and developing an AI-ready workforce.“This framework can succeed only if it is applied uniformly across the United States. A patchwork of conflicting state laws would undermine American innovation and our ability to lead in the global AI race,” the White House stated.<h2 class="st-heading-2">AI Framework Calls For Keeping Power Prices In Check</h2>The AI framework also calls on Congress to ensure that residential ratepayers do not experience increased electricity costs as a result of new AI data center construction and operation.This would be in accordance with the Ratepayer Protection Pledge announced earlier this month. President Donald Trump had called on hyperscalers and AI companies to build, bring in, or buy all the energy needed to build and operate data centers, paying the full cost of their energy and infrastructure.<h2 class="st-heading-2">White House Wants To Codify AI Framework Into Law In 2026, Says Kratsios</h2>White House Office of Science and Technology Policy Director Michael Kratsios said in an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.foxnews.com/politics/white-house-unveils-its-first-federal-ai-framework-pushes-congress-act-this-year">interview</a> with Fox News that the Trump administration wants to codify the AI framework into law this year.“This year. As fast as we can. Congress has a lot of priorities they’re trying to make happen, but we believe this can receive bipartisan support,” he said.White House’s AI and crypto czar David Sacks stated that the AI framework is in response to a growing patchwork of different regulatory guidelines being announced by states.At the time of writing, the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust ETF</a> (QQQ) was down 1.11%; the&nbsp;<a href="https://stocktwits.com/symbol/IYW">iShares U.S. Technology ETF (IYW)</a> declined 1.4%, and the&nbsp;<a href="https://stocktwits.com/symbol/FTEC">Fidelity MSCI Information Technology Index ETF (FTEC)</a> was down 1.37%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/umac-stock-falling-today-unusual-machines-pricing-of-public-offering/cZ3XATQRILi">Why Is UMAC Stock Down 9% In Today’s Pre-Market?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

President Trump signed executive orders which included the renaming of the Department of Defense to the Department of War. (Photo by Kevin Dietsch/Getty Images)

Trump Administration’s AI Framework Calls On Congress To Overrule 'Undue Burdens' Imposed By State Laws

The AI framework is centered on protecting children and communities, intellectual property rights, and free speech, while enabling innovation and developing an AI-ready workforce.

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