SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

The United States Oil Fund (USO) is experiencing extreme volatility, with community sentiment sharply divided, after President Trump's declaration that the Iran conflict is "very complete" combined with reports of G7 nations considering a strategic petroleum reserve release led to a dramatic overnight reversal from earlier highs.

Zevra Therapeutics, Inc. is a commercial-stage rare disease company that combines science, data and patient needs to create therapies for diseases with limited or no treatment options. The firm focuses on the treatment of rare neurological and sleep conditions such as certain Urea Cycle Disorders, Niemann Pick Disease Type C and Idiopathic Hypersomnia. The company receives royalties for AZSTARYS from its commercial partner Corium. The company was founded by Christal M. M. Mickle and Travis C. Mickle on October 30, 2006 and is headquartered in Celebration, FL.

Zevra Therapeutics Inc

Zevra Therapeutics is trending after reporting robust Q4 earnings that significantly surpassed expectations, driven by strong sales of its rare disease drug MIPLYFFA and marking the company's achievement of profitability. This financial performance is fueling widespread community excitement, with many speculating on a potential short squeeze and re-evaluating the stock's value as a commercially successful rare disease player.

Joby Aviation, Inc. is a transportation company, which engages in developing an all-electric, vertical take-off and landing aircraft that intends to operate as a commercial passenger aircraft. The company was founded by Bevirt Joebenn in 2009 and is headquartered in Santa Cruz, CA.

Joby Aviation Inc

Joby Aviation is drawing significant attention after being selected for a White House-backed eVTOL integration program to accelerate U.S. operations, alongside the launch of Uber Air in Dubai for commercial service. The community is actively debating these tangible commercialization milestones and progress towards FAA certification, even as new allegations from a competitor's lawsuit and a short report fuel further discussion.

Voyager Technologies, Inc. engages in the defense technology and space solutions. It operates through the following segments: Defense & National Security, Space Solutions, and Starlab Space Stations. The Defense & National Security segment consists of innovative mission-critical solutions to protect dynamic and contested domains. The Space Solutions segment consists of space infrastructure, advanced space technology, science systems and mission services. The Starlab Space Stations segment consists of a commercial space station. The company was founded by Dylan Taylor and Matthew Kuta on August 15, 2019 and is headquartered in Denver, CO.

Voyager Technologies Inc. - Ordinary Shares - Class A

Voyager Technologies Inc

Voyager Technologies is trending following its recent Q4 earnings, which reported record net sales and a substantial backlog driven by its defense segment, alongside a positive 2026 outlook. The community is actively engaged in discussions around this strong performance and the transformative potential of its Starlab commercial space station as it anticipates crucial NASA contract developments.

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

Casey`s General Stores, Inc.

Casey's General Stores, Inc.

Casey's General Stores is trending as its recent earnings reports, which often highlighted strong EPS performance and consistent inside sales, spark debate about its valuation amid occasional revenue misses and slowing same-store growth in key categories. The community actively discusses its unique model, notable pizza sales, and ongoing expansion within the convenience store sector.

Hewlett Packard Enterprise Co. is a global edge-to-cloud company, which engages in the provision of information technology, technology and enterprise products, solutions, and services. It operates through the following segments: Server, Hybrid Cloud, Intelligent Edge, Financial Services, and Corporate Investments and Other. The Server segment consists of general-purpose servers for multi-workload computing and workload-optimized servers to deliver the performance and value for demanding applications, and integrated systems comprised of software and hardware designed to address high-performance computing and supercomputing, artificial intelligence, data analytics, and transaction processing workloads for government and commercial customers globally. The Hybrid Cloud segment is involved in a variety of cloud-native and hybrid solutions across storage, private cloud, and the infrastructure software-as-a-service space. The Intelligent Edge segment offers wired and wireless local area networks, campus, branch, and data center switching, software-defined wide-area-networks, private and public cellular network software, network security, and associated services that enable secure connectivity for businesses of any size. The Financial Services segment provides investment solutions, such as leasing, financing, IT consumption, utility programs, and asset management services for customers that facilitate technology deployment models and the acquisition of complete IT solutions, including hardware, software, and services from Hewlett Packard Enterprise and others. The Corporate Investments and Other segment includes the Advisory and Professional Services business, which primarily offers consultative-led services, HPE and partner technology expertise and advice, implementation services, as well as complex solution engagement capabilities, the Communications and Media Solutions business, which primarily offers software and related services to the telecommunications industry, and Hewlett Packard Labs, which is responsible for research and development. The company was founded by William R. Hewlett and David Packard on July 2, 1939 and is headquartered in Spring, TX.

Hewlett Packard Enterprise Co

Hewlett Packard Enterprise is trending following strong Q1 earnings that beat EPS estimates and demonstrated significant growth in its networking segment, fueled by robust AI demand and the strategic integration of Juniper Networks. The community is actively discussing HPE's positioning as an undervalued full-stack AI infrastructure player, poised to challenge competitors in both server and networking solutions.

AN2 Therapeutics, Inc. operates as a global health biopharmaceutical company. The firm focuses on modern biomedical and drug development to provide transformational medicines for patients suffering from infectious diseases. The company was founded by Eric Easom, George Harrison Talbot, Joseph S. Zakrzewski and Michael R.K. Alley and is headquartered in Menlo Park, CA.

AN2 Therapeutics Inc

AN2 Therapeutics is experiencing a massive price and volume surge as a short squeeze narrative takes hold, fueled by discussions around its recent private placement financing and updates to its lead candidate's Phase 3 trial status. Community sentiment is polarized between expectations of significant further gains and warnings of a pump-and-dump, reflecting the stock's historical volatility.

Terrestrial Energy, Inc. is an advanced nuclear technology company focused on next-generation nuclear energy systems. The company is developing the Integral Molten Salt Reactor (IMSR), an innovative type of Generation IV molten salt reactor designed to produce reliable, low-carbon heat and electricity at competitive costs. The company is headquartered in Charlotte, NC.

Terrestrial Energy Inc.

Terrestrial Energy (IMSR) is drawing significant attention following its recent U.S. Department of Energy agreement for Project TEFLA, a crucial step in integral molten salt reactor fuel production, which the community sees as a catalyst for its long-term potential in powering AI data centers and positions it as an undervalued player in the advanced nuclear sector.

ProShares Trust - ProShares UltraShort Bloomberg Crude Oil -2x Shares

ProShares UltraShort Bloomberg Crude Oil

ProShares UltraShort Bloomberg Crude Oil (SCO) is trending as traders debate its tracking performance amidst extreme volatility in crude oil prices driven by geopolitical tensions. Many in the community are anticipating a significant pullback in oil from perceived overbought levels, viewing SCO as an opportunity to capitalize on an eventual decline.

KraneShares Trust - KraneShares CSI China Internet ETF

KraneShares CSI China Internet ETF

KWEB is trending as investors eye a significant rebound in Chinese internet stocks, fueled by expectations of progress in US-China trade relations and China's strategic pivot towards high-tech industries and domestic stimulus. Community sentiment highlights deeply oversold technicals and compelling valuations, with notable options flow indicating strong bullish conviction.

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<ul class="summary-bullets"><li>This settlement will resolve all remaining matters with the DOJ, without any admission of wrongdoing,&nbsp;the company said.</li><li>There is no financial component to the settlement with the DOJ.</li><li>The company has created a $280 million settlement fund to address the states' damages claims.&nbsp;</li></ul>Live Nation Entertainment on Monday announced today that the company has reached a settlement with the United States Department of Justice (DOJ) in the antitrust lawsuit brought by the department.This settlement will resolve all remaining matters with the DOJ, without any admission of wrongdoing, and the settlement will be reflected in a final proposed judgement that will be submitted to the court for approval, it said.&nbsp;“We are pleased to have settled our lawsuit with the United States Department of Justice,” the company said in a statement.&nbsp;<h2 class="st-heading-2">Details</h2>LYV said that the settlement will also include an eight-year extension of the company's consent decree with the DOJ, including retaliation and conditioning terms, providing venues ongoing comfort that the company does not condone such behavior.“The company has consistently maintained that the DOJ's allegations were without merit, and a portion of the original claims were dismissed by the court before trial began,” the statement said.&nbsp;There is no financial component to the settlement with the DOJ. This does not settle the claims of all plaintiffs in the lawsuit, and the company has created a $280 million settlement fund to address the states' damages claims, it said.&nbsp;<h2 class="st-heading-2">New York AG’s Response</h2>“We will keep fighting this case without the federal government so that we can secure justice for all those harmed by Live Nation’s monopoly,”&nbsp;New York Attorney General Letitia James said on the new developments in her ongoing lawsuit against Live Nation/Ticketmaster for illegally monopolizing the live entertainment industry.“The settlement recently announced with the U.S. Department of Justice fails to address the monopoly at the center of this case, and would benefit Live Nation at the expense of consumers. We cannot agree to it,” James said in her statement.&nbsp;Joining Attorney General James in continuing the lawsuit against Live Nation are the attorneys general of Arizona, California, Colorado, Connecticut, Illinois, Kansas, Maryland, Massachusetts, Michigan, Minnesota, Nevada, among several others.&nbsp;<h2 class="st-heading-2">Retail Reaction</h2>Retail sentiment around LYV trended in ‘neutral’ territory amid ‘low’ message volume.&nbsp;Shares in the company have risen 16.4% year-to-date.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

“We are pleased to have settled our lawsuit with the United States Department of Justice,” the LYV said in a statement as its stock closed higher. 

Live Nation Stock Closes Higher On DOJ Settlement Without Cash Component

LYV said that the settlement will also include an eight-year extension of the company's consent decree with the DOJ.

Equity

LYV said that the settlement will also include an eight-year extension of the company's consent decree with the DOJ.


<ul class="summary-bullets"><li>While the smart display for the new product has been ready for many months, it is now expected to be launched in September, when the tech giant expects the new Siri to be ready.</li><li>As per the Bloomberg report, the new smart home device has been designed as a central artificial intelligence hub for a home.&nbsp;</li><li>The device’s highlight, as per the report, is a facial recognition system to help it identify people and personalize information, including calendar appointments, reminders, notes, music, and news preferences.</li></ul>Apple Inc. is reportedly delaying the launch of a smart home display product that has been in the works for a while.According to a Bloomberg <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-03-09/apple-postpones-smart-home-display-launch-as-it-waits-for-new-ai-and-siri?srnd=homepage-americas">report</a> that cited people familiar with the matter, the smart home device, called J490 internally, has been pushed back to later this year amid delays over its new Siri digital assistant, which is reportedly a vital component of its interface.The product was initially scheduled for release in spring 2025, but was postponed until the new Siri was developed. While Apple (AAPL) had planned for the smart home product to be released this month, counting on the latest Siri to be ready, setbacks in the digital assistant’s launch has led to this product’s delay as well, as per the report.While the smart display for the new product has been ready for many months, it is now expected to be launched in September, when the tech giant expects the new Siri to be ready.<h2 class="st-heading-2">Product Features</h2>As per the Bloomberg report, the new smart home device’s display is similar to the iPad, but is square, and can be fixed to a half-domed-shaped speaker base or a wall attachment. The product has been designed as a central artificial intelligence hub for a home.The product’s user interface will be similar to the Apple Watch’s home screen, with multiple circular app icons.The device’s highlight, as per the report, is a facial recognition system to help it identify people and personalize information, including calendar appointments, reminders, notes, music, and news preferences.Apple is also working on other AI product launches, including a pendant, camera-equipped AirPods, and smart glasses, which are slated for release after the new Siri launch, as per the report.The iPhone maker was initially expected to release Siri updates in the last week of February, alongside the beta release of iOS 26.4. However, <a href="https://stocktwits.com/news-articles/markets/equity/apple-siri-upgrade-potentially-delayed-after-testing-issues-report/cZb6o7DR4AQ">issues</a> during testing reportedly delayed the release of some functional updates. Siri has also been rumored to be upgraded into an AI chatbot later this year, although no official updates have come from the company yet.<h2 class="st-heading-2">Retail Reaction</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/AAPL">AAPL shares</a> was in the ‘bearish’ territory amid ‘normal’ message volumes at the time of writing.AAPL stock has gained about 13% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, an Apple Siri logo is seen displayed on a smartphone with an Apple logo in the background. 

Apple Delays Smart Home Device Once More Amid New AI, Siri Setback: Report

The product was initially scheduled for release in spring 2025, but was postponed until the new Siri was developed. 

<ul class="summary-bullets"><li>According to TheFly, analysts at Rothschild &amp; Co. Redburn upgraded GE Vernova to ‘Buy’ from ‘Sell.’</li><li>The firm also nearly doubled its price target for the stock to $1,100 from $560, implying a potential upside of more than 34% from its current levels.</li><li>Rothschild &amp; Co. Redburn said that power and utilities demand, as well as margins in both new equipment and service segments, are far stronger than it expected.</li></ul>Jim Cramer on Monday picked GE Vernova Inc. (GEV) as a stock with a “terrific story,” after analysts at Rothschild &amp; Co. Redburn double upgraded the company.“They’re sold out [of their turbines],” Cramer said, explaining why he thinks the GEV stock is a “terrific story,” according to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/03/09/cramer-calls-this-ai-stock-a-terrific-story-sticks-with-starbucks.html">report</a> by CNBC.<a href="https://stocktwits.com/symbol/GEV">GE Vernova shares</a> were up more than 4% in Monday morning's trade.<h2 class="st-heading-2">GEV Stock Gets A Double Upgrade</h2>According to TheFly, analysts at Rothschild &amp; Co. Redburn upgraded GE Vernova to ‘Buy’ from ‘Sell.’ The firm also nearly doubled its price target for the stock to $1,100 from $560, implying a potential upside of more than 34% from its current levels.Rothschild &amp; Co. Redburn said that power and utilities demand, as well as margins in both new equipment and service segments, are far stronger than it expected. The firm stated in its note that it expects “sharp upgrades” to guidance for GE Vernova at the end of 2026 and possibly even in 2027.GE Vernova is also slated to be added to the S&amp;P 100 index on March 23, 2026, as part of a quarterly rebalancing.According to Koyfin data, of the 33 analysts covering the stock, six have a ‘Strong Buy’ rating, while 21 recommend ‘Buy’. Four analysts have a ‘Hold’ rating, while there is one ‘Sell’ and ‘Strong Sell’ rating each.<h2 class="st-heading-2">GE Vernova Announces A Surge In Orders</h2>In its fourth-quarter (Q4) results announced in January, GE Vernova reported that its orders had surged 65% year-on-year to $22.2 billion, with growth across segments.The company also said its order backlog for the power and electrification segment grew sequentially to $15 billion. Gas Power equipment backlog and slot reservation agreements grew from 62 gigawatts to 83 GW during this period.“Our platform of advanced solutions is well-positioned to serve the growing, long-cycle electric power market, and there is substantial opportunity to deliver even better performance ahead,” said GE Vernova CEO Scott Strazik.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Stocktwits regarding GE Vernova was trending in the ‘bearish’ territory at the time of writing.One user stated that they were going to sell the GEV stock last Friday and this morning, but pointed to the stock’s surge on Monday as the reason that “pulled them back in.”<stembedurl>https://stocktwits.com/Stonky_Mcprofitface/message/647011578</stembedurl><a href="https://stocktwits.com/symbol/GEV">GEV stock</a> is up 26% year-to-date and 184% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-evaluate-options-to-control-crude-oil-prices-amid-iran-war/cZdVpDLRIIs">Trump To Evaluate Options To Curb Energy Prices As Iran War Pushes Crude Beyond $100: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Jim Cramer visits the New York Stock Exchange opening bell at New York Stock Exchange on August 3, 2016 in New York City. (Photo by Noam Galai/Getty Images)

Jim Cramer's 'Terrific' AI Stock Pick Is Already Up 26% YTD, And It Just Received A Double Upgrade Today — Here's Why

Cramer cited GE Vernova being sold out of its turbines as the reason behind his calling it a “terrific story.”

<ul class="summary-bullets"><li>A deal for the twin-aisle aircraft would likely be announced at a later date, and isn’t expected to feature in the upcoming summit, as per the report.</li><li>Boeing’s aircraft stand to feature prominently in a trade agreement between&nbsp;Chinese President Xi Jinping and Trump.</li><li>The report said that Boeing’s order isn’t assured and there’s a chance talks could hit an impasse,&nbsp;given the tensions between the two countries as well as&nbsp;geopolitical uncertainty.</li></ul>Boeing (BA) is reportedly closing in on "one of the largest sales in its history," a 500-aircraft order for 737 Max jets from China, set to be unveiled when President Donald Trump travels to the Asian country.The two sides are also in talks for a widebody sale that includes about 100 Boeing 787 Dreamliner and 777X jets, a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://news.bloombergtax.com/international-trade/boeing-said-to-be-close-to-500-jet-order-with-trump-xi-summit#:~:text=Boeing%20Co.%20is%20closing%20in,familiar%20with%20the%20matter%20said.">report</a> said, citing people familiar with the matter.&nbsp;A deal for the twin-aisle aircraft would likely be announced at a later date, and isn’t expected to feature in the upcoming summit as per the report.&nbsp;Shares in the company jumped 4% at the time of writing.<h2 class="st-heading-2">Deal Details</h2>Boeing’s aircraft stand to feature prominently in a trade agreement between&nbsp;Chinese President Xi Jinping and Trump. The U.S. president plans to visit China from March 31 to April 2 for the meeting, while President Xi Jinping is expected to visit Washington later in the year, the report said.&nbsp;Bloomberg’s report also said that Boeing’s order isn’t assured and there is a chance talks could hit an impasse,&nbsp;with a deal not being&nbsp;completed&nbsp;amid the tensions and geopolitical uncertainty between the two nations as well as the ongoing U.S.-Israel-Iran war, The&nbsp;U.S. president’s trip could also be postponed amid the ongoing war with Iran.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around BA&nbsp;stock trended in&nbsp;the ‘extremely bullish’ territory amid ‘high’ message volume.&nbsp;One bullish user said that there are a lot of catalysts for Boeing, the biggest being China’s confidence in the company to deliver.&nbsp;<stembedurl>https://stocktwits.com/fofom/message/646848180</stembedurl>Another bullish user predicted Boeing&nbsp;would get more defence orders soon.&nbsp;<stembedurl>https://stocktwits.com/forsiz1/message/646841921</stembedurl>Shares in the company have risen 6% year-to-date.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

An exterior of a Boeing 777X at the Farnborough Airshow, on 20th July 2022, at Farnborough, England. 

China Reportedly Nearing To Buy 500 Boeing 737 Max jets

Boeing and China are also in talks for a widebody sale that includes about 100 Boeing 787 Dreamliner and 777X jets, a Bloomberg report said. 

<ul class="summary-bullets"><li>Broadcom CEO Hock Tan stated that the company’s fiscal year 2027 revenue has “dramatically improved” and that the chip designer has a line of sight to more than $100 billion in AI chip revenue.</li><li>Rosenblatt analysts called this the “mic-drop moment” of the earnings call.</li><li>Analysts at JPMorgan hiked their price target to $500 from $475, while keeping an ‘Overweight’ rating, citing continued upside in Broadcom's AI semiconductor segment.</li></ul>Broadcom Inc.’s (STUB) first-quarter (Q1) earnings beat and a better-than-expected guidance for the second quarter (Q2) resulted in a slew of price target hikes from Wall Street.<a href="https://stocktwits.com/symbol/AVGO">Broadcom’s shares</a> were up more than 4% in Thursday’s opening trade. Retail sentiment on Stocktwits around the company trended in the ‘extremely bullish’ territory, with message volumes at ‘extremely high’ levels at the time of writing.<h2 class="st-heading-2">Why Is Wall Street Bullish About AVGO?</h2>According to TheFly, Rosenblatt analysts raised their price target for AVGO stock to $500 from $450 while keeping a ‘Buy’ rating. The firm highlighted that Broadcom’s Q2 guidance surpassed the consensus estimate by 10%, but that was not the only positive.Broadcom CEO Hock Tan stated that the company’s fiscal year 2027 revenue has “dramatically improved” and that the chip designer has a line of sight to more than $100 billion in AI chip revenue. Rosenblatt analysts called this the “mic-drop moment” of the earnings call.Analysts at JPMorgan hiked their price target to $500 from $475, while keeping an ‘Overweight’ rating, citing continued upside in Broadcom's AI semiconductor segment.Similarly, Bernstein hiked its price target for Broadcom to $525 from $475 while keeping an ‘Outperform’ rating. The firm cited Broadcom’s strong Q2 guidance on a much better-than-expected AI outlook as the reason for its target hike.Truist analysts hiked their price target for Broadcom to $545 from $510 while keeping a ‘Buy’ rating. The firm expects Broadcom’s commentary to be interpreted constructively for a broader range of stocks.<h2 class="st-heading-2">Broadcom’s Q1 At A Glance</h2>Broadcom reported earnings per share (EPS) of $2.05 in the first quarter, compared to an EPS of $1.6 during the same quarter a year ago, while Wall Street expected an EPS of $2.02.The company’s revenue in Q1 stood at $19.31 billion, compared to an estimate of $19.14 billion. Broadcom said its AI revenue more than doubled year-on-year to $8.4 billion during the quarter, driven by robust demand for custom AI accelerators and AI networking.For Q2, Broadcom expects revenue of $22 billion, above the consensus estimate of $20.4 billion. AI chip revenue for the quarter is expected to be $10.7 billion.The company also said it entered into a new partnership with OpenAI in Q1 and expects to ship over a gigawatt of compute capacity in 2027.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>One user on the platform praised Broadcom CEO Tan, stating that he focuses the research and development on the company’s highest-margin products.<stembedurl>https://stocktwits.com/Jas45z/message/646666271</stembedurl>Another user stated that Broadcom’s guidance was “absolutely huge.”<stembedurl>https://stocktwits.com/mikekline/message/646644957</stembedurl><a href="https://stocktwits.com/symbol/AVGO">AVGO stock</a> is down 5% year-to-date, but up 72% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/merkley-klobuchar-bill-banning-government-officials-from-prediction-markets/cZdQH0rRI3f">Democrat Lawmakers Move To Ban Government Officials From Prediction Markets After Iran, Maduro Bets: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Broadcom Ink logo is displayed on a mobile phone in this photo illustration in Brussels, Belgium, on September 2, 2025. 

Broadcom’s Q1 Earnings Beat Has Wall Street Optimistic — Analysts Say This Was The ‘Mic-Drop Moment’

Bernstein hiked its price target for Broadcom to $525 from $475 while keeping an ‘Outperform’ rating, citing the company’s strong second-quarter guidance.

<ul class="summary-bullets"><li>The cuts in the departments are tied to shifting business and location priorities, as well as individual job performance, and will be across locations both in the U.S. and abroad.&nbsp;</li><li>The report&nbsp;noted that while most of the job cuts took place on Wednesday,&nbsp;they were part of ongoing layoffs that had begun in the previous week.&nbsp;</li><li>Private bankers and back-office staff positions are included in layoffs in the wealth management division.&nbsp;</li></ul>Morgan Stanley is reportedly laying off around 3% of its workforce or about 2,500 of its employees.&nbsp;The Wall Street Journal <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/finance/banking/morgan-stanley-lays-off-2-500-employees-across-all-divisions-5e6d4b25">reported</a>, citing people familiar with the matter, that the cuts are affecting employees in the bank’s three major divisions — investment banking, wealth management, and investment managementThe cuts in the departments are tied to shifting business and location priorities, as well as individual job performance, and will be across locations both in the U.S. and abroad.&nbsp;<h2 class="st-heading-2">Further Details</h2>The&nbsp;WSJ report&nbsp;noted that while most of the job cuts took place on Wednesday,&nbsp;they were part of ongoing layoffs that had begun in the previous week.&nbsp;The layoffs come&nbsp;shortly after Morgan Stanley reported fourth quarter results last week, posting revenue and profit increases on the back of&nbsp;strong growth in&nbsp;investment banking and wealth management.&nbsp;Private bankers and back-office staff positions are included in&nbsp;the layoffs in the wealth management division.&nbsp;Last week, Jack Dorsey’s fintech platform Block disclosed its plans to cut nearly half or 4,000 employees citing AI models as a main reason.&nbsp;<h2 class="st-heading-2">Move Into Bitcoin ETF</h2>Morgan Stanley Bitcoin Trust intends to hold its bitcoin with both Coinbase and BNY. According to a form S-1 filed with the U.S. Securities and Exchange Commission, BNY will act as&nbsp;an administrator and cash custodian, while Coinbase will serve as co-custodian.&nbsp;The Trust will operate as an exchange-traded fund and be organized as a passive investment vehicle, aiming only to mirror bitcoin’s price rather than pursue additional returns through derivatives or leverage, the company stated.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around MS stock trended in ‘bearish’ territory amid ‘low’ message volumes.&nbsp;The company’s stock has fallen 6.1% so far in 2026.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Morgan Stanley Reportedly Lays Off 2,500 Employees Across Three Major Divisions

The cuts are affecting employees in the bank’s investment banking, wealth management, and investment management divisions, as per the Wall Street Journal report. 

<ul class="summary-bullets"><li>Explaining its bullish outlook for the company, Aletheia stated in its note that the surge in demand for AI training and inference is continuing to drive massive consumption of high-bandwidth memory.</li><li>Micron is one of the leading producers of HBM modules, with its HBM3E module being specially geared toward AI applications.</li><li>Aletheia doubled its fiscal 2026 earnings-per-share estimates for Micron and tripled its fiscal 2027 EPS estimates.</li></ul>Micron Technology Inc. (MU) received a major price target hike on Wednesday from analysts at Aletheia, who also raised their earnings estimates for the company over the next two years.According to TheFly, Aletheia more than doubled its price target for Micron to $650 from $315, while keeping a ‘Buy’ rating on the shares. The new price target implies an upside of nearly 63% from the stock’s current levels.<a href="https://stocktwits.com/symbol/MU">Micron shares</a> were up nearly 6% in Wednesday’s opening trade.<h2 class="st-heading-2">Why Is Aletheia Bullish On Micron?</h2>Explaining its bullish outlook for the company, Aletheia stated in its note that the surge in demand for AI training and inference is continuing to drive massive consumption of high-bandwidth memory (HBM). Micron is one of the leading producers of HBM modules, with its HBM3E module being specially geared toward AI applications.Aletheia also noted that the rapid emergence of agentic AI workloads requires an “equally large volume (if not more) of diversified memories.”Aletheia doubled its fiscal 2026 earnings per share (EPS) estimates for Micron and tripled its fiscal 2027 EPS estimates.<h2 class="st-heading-2">Micron Ships Samples Of Industry’s Highest Capacity LPDRAM Module</h2>Micron on Tuesday announced that it has shipped the customer samples of the industry’s highest capacity low-power double-data-rate memory (LPDRAM) module, the 256GB SOCAMM2.The new module is aimed at data centers, and the company touted that it consumes a third of the power of a standard registered dual in-line memory module (RDIMM), while also taking a third of the footprint.“Micron’s 256GB SOCAMM2 offering enables the most power-efficient CPU-attached memory solution for both AI and HPC,” said Raj Narasimhan, senior vice president and general manager of Micron’s Cloud Memory Business Unit.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Stocktwits regarding Micron trended in the ‘bearish’ territory, while message volume was at ‘high’ levels at the time of writing.One user stated that there is something “way bigger” brewing with Micron.<stembedurl>https://stocktwits.com/KdDoodah/message/646531451</stembedurl><a href="https://stocktwits.com/symbol/MU">MU stock</a> is up 40% year-to-date and 339% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tesla-robotaxi-thumbs-up-bofa-upgrades-tsla-stock-heres-the-upside/cZd98fXRI5w">Tesla's Robotaxi Ambitions Get A Thumbs Up From BofA — Here's The Potential Upside For TSLA</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Micron Technology Ink logo is displayed on a mobile phone with the company branding visible in the background. (Photo by Jonathan Raa/NurPhoto via Getty Images)

MU Stock Price Target More Than Doubled By Aletheia – Analyst Cites Rapid Emergence Of Agentic AI Workloads For Its Bull Thesis

According to TheFly, Aletheia raised its price target for Micron to $650 from $315, while keeping a ‘Buy’ rating on the shares.

<ul class="summary-bullets"><li>The MacBook Neo features the A18 Pro chip at its heart, which is the same chipset that powers the iPhone 16 Pro launched in 2024.</li><li>Apple stated that its latest low-cost notebook is up to 50% faster for everyday tasks when compared to a bestselling personal computer powered by the Intel Core Ultra 5 CPU.</li><li>The company also said that the MacBook Neo is up to three times faster for AI workloads and up to two times faster for photo editing tasks.</li></ul>Apple Inc. (AAPL) on Wednesday launched the MacBook Neo, a new line of affordable notebooks in the company’s portfolio, offering buyers an alternative to Google’s Chromebooks.The MacBook Neo is powered by an iPhone-class chip, which is a first for Apple’s lineup of notebooks. The MacBook Neo features the A18 Pro chip at its heart, which is the same chipset that powers the iPhone 16 Pro launched in 2024.<a href="https://stocktwits.com/symbol/AAPL">Apple shares</a> were up 0.2% in Wednesday’s opening trade. Retail sentiment on Stocktwits around the company trended in the ‘bearish’ territory at the time of writing.This comes after Apple&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-increases-prices-of-its-new-mac-book-air-and-pro-models-everything-to-know-about-its-latest-lineup/cZdeK53RIPf">increased</a> the prices of its MacBook Air and Pro lineup earlier this week.<h2 class="st-heading-2">Apple Touts MacBook Neo’s Power</h2>Apple touted the MacBook Neo’s power despite using an iPhone-grade chip. The company stated that its latest low-cost notebook is up to 50% faster for everyday tasks when compared to a bestselling personal computer powered by the Intel Corp. (INTC) Core Ultra 5 CPU. The company also said that the MacBook Neo is up to three times faster for AI workloads and up to two times faster for photo editing tasks.The MacBook Neo sports a 13-inch Liquid Retina display with support for up to 500 nits of brightness, along with an anti-reflective coating. It has two USB-C ports and a headphone jack.Apple’s latest notebook is available in Silver, Citrus, Indigo, and Blush colors. Prices start at $599 for the 256GB storage, with the 512GB version with Touch ID costing $699.<h2 class="st-heading-2">Taking On Chromebooks</h2>Apple’s latest notebook will compete with Google’s Chromebooks, which are available starting at $200, going all the way up to $700.However, while the MacBook Neo features the powerful A18 Pro chipset, many of the Chromebooks, especially around the $200 to $500 price points, use MediaTek chipsets. Some Chromebooks are also powered by Intel’s lower-end Celeron and Core i3 chip.<a href="https://stocktwits.com/symbol/AAPL">AAPL stock</a> is down 3% year-to-date, but up 12% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tesla-robotaxi-thumbs-up-bofa-upgrades-tsla-stock-heres-the-upside/cZd98fXRI5w">Tesla's Robotaxi Ambitions Get A Thumbs Up From BofA — Here's The Potential Upside For TSLA</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

An Apple logo is displayed outside their store in San Diego, CA. 

Apple Launches MacBook Neo At $599, Offering An Alternative To Google’s Chromebooks

The MacBook Neo is powered by an iPhone-class chip, which is a first for Apple’s lineup of notebooks.

<ul class="summary-bullets"><li>Explaining their bullish outlook on Tesla, analysts at BofA stated in a recent note that they view the company as the “current leader in consumer autonomy.”</li><li>The firm also expects Tesla to quickly become a leader in autonomous robotaxi services, given the company's ability to scale more profitably than its competitors.</li><li>BofA analysts expect autonomous vehicles to spur the next era of growth in the mobility space, giving consumers an option to save time and have a safer travel experience.</li></ul>Tesla Inc.’s (TSLA) Robotaxi ambitions received a thumbs up from analysts at BofA on Wednesday, with the firm calling the Elon Musk-led company the “leader” of the next era of mobility.According to TheFly, BofA analysts upgraded the Tesla stock to ‘Buy’ from ‘Neutral’, assigning a price target of $460. This implies an upside of more than 17% from the stock’s closing price on Tuesday.<a href="https://stocktwits.com/symbol/TSLA">Tesla shares</a> were up more than 2% in Wednesday’s opening trade. Retail sentiment on Stocktwits around the company trended in the ‘bullish’ territory at the time of writing.<h2 class="st-heading-2">What Did BofA Analysts Say?</h2>Explaining their bullish outlook on Tesla, analysts at BofA stated in a recent note that they view the company as the “current leader in consumer autonomy.”The firm also expects Tesla to quickly become a leader in autonomous robotaxi services, given the company's ability to scale more profitably than its competitors.While Tesla’s competitors in the automobile space are companies like General Motors (GM), Ford Motor (F), and Stellantis NV (STLA), among others, the electric vehicle giant will compete with companies like Uber Technologies (UBER) and Alphabet’s (GOOG, GOOGL) Waymo in the autonomous ride-hailing segment.BofA analysts expect autonomous vehicles to spur the next era of growth in the mobility space, giving consumers an option to save time and have a safer travel experience.<h2 class="st-heading-2">Musk’s Robotaxi Predictions</h2>BofA’s upgrade comes amid multiple predictions from Tesla CEO Musk about rolling out robotaxi services.During an appearance at the World Economic Forum in January, Musk stated that Tesla’s robotaxi services would be “very, very widespread by the end of this year within the U.S.,” according toCNBC.Musk said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/2014397578352226423">post</a> on X in January that Tesla had begun offering Robotaxis without a safety monitor in Austin, Texas.However, according to a Sherwood News&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://sherwood.news/tech/the-vast-majority-of-tesla-robotaxi-rides-in-austin-still-have-a-safety/">report</a> on Wednesday citing data from the Robotaxi&nbsp; Tracker, only one Tesla Robotaxi had been logged serving unsupervised rides in Austin over the past two weeks.During an appearance on the All-In Podcast in October 2025, Musk stated that Tesla will have 500 Robotaxis in Austin by the end of 2025. However, that target was slashed to 60, according to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://electrek.co/2025/11/26/elon-musk-slashes-tesla-robotaxi-fleet-goal-austin/">report</a> by Electrek.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>One bullish user on the platform thinks that the Tesla stock is “way oversold.”<stembedurl>https://stocktwits.com/sandeeprk/message/646546623</stembedurl><a href="https://stocktwits.com/symbol/TSLA">TSLA stock</a> is down 11% year-to-date, but up 48% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/batl-indo-stocks-tumble-premarket-natgas-futures-decline-trump-hormuz/cZd9Z5sRI5p">BATL, INDO Stocks Tumble Pre-Market As Natural Gas Futures Decline – Trump Extends Risk Insurance For Maritime Trade Through Strait Of Hormuz</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Tesla Cybercab or Robotaxi two-passenger battery-electric self-driving car on display at the AutoSalon on January 10, 2025 in Brussels, Belgium. (Photo by Sjoerd van der Wal/Getty Images)

Tesla's Robotaxi Ambitions Get A Thumbs Up From BofA — Here's The Potential Upside For TSLA

According to TheFly, BofA analysts upgraded Tesla stock to ‘Buy’ from ‘Neutral’, assigning a price target of $460.

<ul class="summary-bullets"><li>Walt Disney amended its existing five-year credit agreement, originally dated March 1, 2024.</li><li>Each of the credit agreements specifically excludes certain entities, including certain entities related to Hong Kong Disneyland, Shanghai Disney Resort, and FuboTV Inc.&nbsp;</li><li>The 364-Day Credit Agreement will expire on Feb. 26, 2027.</li></ul>Walt Disney on Tuesday disclosed that it has secured a new $5.25 billion credit agreement that will mature in less than a year.&nbsp;On&nbsp;Feb. 27, 2026, The Walt Disney Company (DIS) signed a new 364-Day Credit Agreement, with TWDC Enterprises 18 Corp. acting as guarantor and Citibank, N.A. as the designated agent. The agreement allows the company to access up to $5.25 billion in advances and replaces its previous 364-Day Credit Agreement of the same amount, as per a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/ix?doc=/Archives/edgar/data/0001744489/000119312526088356/d116769d8k.htm">filing</a> with the U.S. Securities and Exchange Commission.&nbsp;The 364-Day Credit Agreement will expire on Feb. 26, 2027. The company has the option to extend the maturity date of all or a portion of advances outstanding at the time of maturity to Feb. 26, 2028.Shares were near flat at the time of writing.&nbsp;<h2 class="st-heading-2">Credit Details</h2>Each of the credit agreements specifically excludes certain entities, including certain entities related to Hong Kong Disneyland, Shanghai Disney Resort, and FuboTV Inc., from any representations, covenants or events of default, the filing showed.&nbsp;Along with the credit agreements, on Feb. 27, 2026, the company amended its existing five-year credit agreement, originally dated March 1, 2024.&nbsp;<h2 class="st-heading-2">Latest Earnings</h2>Disney last month reported revenue for first quarter (Q1) 2026 rose by 5.3% to $26 billion. Each segment experienced both sequential and year-over-year (YOY) growth, with Entertainment topping the list at 7%, followed by Experiences at 6% and Sports at 1%.The company saw its adjusted EPS for Q1 decreased to $1.63 from $1.76 in Q1 fiscal 2025.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around <a href="https://stocktwits.com/symbol/KRKNF">DIS&nbsp;stock</a> trended in ‘bearish’ territory amid ‘extremely low’ message volume.&nbsp;Shares in the company have fallen 9.5% over the past year.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

In this photo illustration, the Walt Disney Company logo is seen displayed on the screen of a tablet.

Disney Discloses 364-Day $5.25 Billion Credit Agreement 

The agreement allows the company to access up to $5.25 billion in advances and replaces its previous 364-Day Credit Agreement of the same amount.

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