SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

RAGE GUY (RAGE) is a cryptocurrency inspired by the Rage Guy meme, one of the earliest and most recognizable characters from internet rage comics. The project captures the cultural legacy of early meme history and brings it onto the blockchain in tokenized form. It is designed as a community-driven digital asset that celebrates internet culture, nostalgia, and the role memes play in shaping online communities.

Rage Guy

RAGE CRYPTO is surging in conversation driven by its fiercely dedicated "Rage Bros" community, which exhibits "delusional & retarded" conviction and relentless "bagworking" to position this OG meme coin on Solana for a future "51B" valuation. This active community believes it's building a foundational project that will lead the next meme bull run.

ZIM Integrated Shipping Services Ltd. engages in the provision of shipping and logistics services. It offers shipping solutions, including the transportation of out-of-gauge cargo, refrigerated cargo, and dangerous and hazardous cargo. The company was founded on June 7, 1945 and is headquartered in Haifa, Israel.

Zim Integrated Shipping Services Ltd

ZIM Integrated Shipping Services is trending amid reports of competing takeover bids from major shipping firms like MSC and Hapag-Lloyd, following the board's rejection of an internal management-led buyout for significantly undervaluing the company. The community is actively speculating on a final acquisition price well above current levels, citing the company's robust asset value and the potential for special dividends, while also debating the impact of rising container freight rates and governmental approvals.

Eastman Kodak Co. engages in the provision of analog and digital innovations. It operates through the following segments: Traditional Printing, Digital Printing, Advanced Materials and Chemicals, and Brand. The Traditional Printing segment consists of Prepress Solutions, which includes Kodak's digital offset plate offerings and computer-to-plate imaging solutions. The Digital Printing segment contains Electrophotographic Printing Solutions, Prosper, Versamark and Software. The Advanced Materials and Chemicals segment consists of four lines of business: Industrial Film and Chemicals, Motion Picture, Advanced Materials and Functional Printing, and Kodak Services for Business (KSB). The Brand segment includes licensing of the Kodak brand to third parties. The company was founded by George Eastman in 1880 and is headquartered in Rochester, NY.

Eastman Kodak Co.

Eastman Kodak is trending due to its recent expansion into U.S.-made pharmaceutical products, sparking community discussion and high anticipation for significant government contracts focused on national security for domestic drug supply chains, alongside its ongoing pivot into advanced battery materials.

Ventyx Biosciences, Inc. engages in developing novel small molecule therapeutics for the treatment of autoimmune diseases. Its clinical stage pipeline includes VTX958, a Phase 1 allosteric TYK2 inhibitor for the treatment of a broad range of autoimmune diseases, VTX002, a Phase 2-ready S1P1 receptor modulator for the treatment of ulcerative colitis, and VTX2735, a Phase 1-ready peripheral inhibitor of the NLRP3 inflammasome, which is a mediator of multiple inflammatory conditions. The company was founded by Raju S. Mohan on November 21, 2018 and is headquartered in San Diego, CA.

Ventyx Biosciences Inc

Ventyx Biosciences is actively discussed following Eli Lilly's $1.2 billion acquisition offer, as the community anticipates a bidding war for its advanced NLRP3 inhibitor pipeline, which boasts compelling cardiovascular and neuro-inflammatory data and significant synergistic potential with GLP-1 agonists.

Macy's, Inc. engages in the retail of apparel, accessories, cosmetics, home furnishings, and other consumer goods. The firm's brands include Macy's, Bloomingdale's, and Bluemercury. It offers men's, women's, and children's apparel, women's accessories, intimate apparel, shoes, cosmetics, fragrances, as well as home and miscellaneous products. The company was founded by Rowland H. Macy in 1858 and is headquartered in New York, NY.

Macy`s Inc

Macy's Inc

Macy's is trending after reporting stronger-than-anticipated earnings and boosting its financial outlook, with its 'Bold New Chapter' strategy showing positive comparable sales growth, especially in luxury segments. The community is split, with many bullish on the turnaround and potential for further upside, while others voice caution over a conservative holiday forecast and broader retail sector challenges.

Helium is a decentralized machine network powered by a physical blockchain. The network is created by gateways who also double as miners on our network. These gateway operators can earn tokens based on coverage they provide as well as transaction fees gained from machines connecting to their gateway  Helium is a new cryptocurrency. Hotspots earn for providing and validating wireless coverage and when devices on the network connect to the internet through Hospots  Helium is mined and distributed to Hotspot Owners, Helium Inc, and investors. There is no pre-mine of Helium, and every month approximately 5,000,000 new Helium are minted.  At the end of each mining period, roughly every 30 to 60 mins, Helium is distributed according to the allocation shown:

Helium

Helium is actively discussed following recent regulatory clarity and a new AT&T partnership, with the community closely watching its consolidating tokenomics as rewards shift to HNT, reinforcing its position within the growing DePIN sector.

Wave Life Sciences Ltd. is a clinical-stage biotechnology company, which focuses on developing its proprietary RNA medicines platform and PRISM. It also develop and commercialize a pipeline RNA medicines in a variety of therapeutic areas. The company was founded by Gregory L. Verdine and Takeshi Wada on July 23, 2012 and is headquartered in Singapore.

Wave Life Sciences Ltd.

Wave Life Sciences Ltd

Wave Life Sciences (WVE) is trending due to promising interim Phase 1 data for its obesity drug candidate, WVE-007, which demonstrated significant fat loss with muscle preservation and the potential for convenient once or twice-yearly dosing, distinguishing it from existing GLP-1 treatments. This differentiated profile is generating considerable buzz and analyst upgrades, positioning WVE as a key player in the rapidly expanding and competitive obesity market where major pharmaceutical companies are actively seeking next-generation therapies.

VanEck ETF Trust - VanEck Semiconductor ETF

VanEck Semiconductor ETF

The VanEck Semiconductor ETF ($SMH) is experiencing significant discussion as positive analyst commentary and strong earnings from its core holdings propel the sector to new highs, fueling a community debate between sustained AI-driven growth and concerns over its "parabolic" valuation. Bullish options plays indicate some anticipate continued upside, contrasting with calls for an imminent pullback and sector rotation.

Ocular Therapeutix, Inc. is a biopharmaceutical company, which engages in the development and commercialization of therapies for diseases and conditions of the eye. Its product pipeline includes Dextenza, OTX-TP, and OTX-TIC. The company was founded by Amarpreet S. Sawhney and Farhad Khosravi on September 12, 2006 and is headquartered in Bedford, MA.

Ocular Therapeutix Inc

Ocular Therapeutix is seeing heightened interest ahead of its upcoming SOL-1 Phase 3 wet AMD trial data release, with community optimism fueled by recent institutional buying, a new high-profile Chief Commercial Officer hire, and the early announcement, all signaling confidence for strong results and potential upside.

Ethereum Classic

Ethereum Classic is trending with highly polarized community sentiment, as many are frustrated by its prolonged decline while others actively accumulate, expecting a significant rebound during an anticipated "altcoin season" fueled by broader crypto market liquidity and regulatory developments.

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<ul class="summary-bullets"><li>He flagged the company’s India-centric body shop model and recent software acquisitions.</li><li>Chanos noted that IBM’s greatest innovations in the 21st century have been in financial engineering, adding that the company was a leader in AI until fifteen years ago.&nbsp;</li><li>In its latest quarterly report, IBM posted a 12% growth in revenue, beating Wall Street’s estimates.</li></ul>Jim Chanos, the founder of Kynikos Associates, who shot to fame after predicting Enron's collapse, flagged that artificial intelligence is a threat and not an opportunity for International Business Machines Corp. (IBM).In a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/RealJimChanos/status/2021979120033575074">post</a> and subsequent comments on X, the short seller said that IBM is essentially a marketing and consulting company, not a cutting-edge AI company.“Are investors finally beginning to connect the AI-risk dots at $IBM…?!” Chanos posted, flagging the company’s “India-centric body shop model” and recent software acquisitions. He added that the company is still trading at a premium to other hyperscalers.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_13_at_4_31_44_AM_png_c8d64eaa0c.webp" alt="Screenshot 2026-02-13 at 4.31.44 AM.png" width="1190" height="310"></figure>&nbsp;Shares of IBM ended Thursday’s trading session about 4.8% lower amid a broader tech rout. The stock has also been weighed down after its spin-off, Kyndryl Holdings, launched a <a href="https://stocktwits.com/news-articles/markets/equity/kyndryl-blowup-jpmorgan-double-downgrades-stock/cZbxxSKR4Yd">review</a> of its accounting practices and the exit of its top financial and legal executives.<h2 class="st-heading-2">Chanos Highlights IBM’s Model</h2>Chanos noted that IBM’s greatest innovations in the 21st century have been in financial engineering, also adding that the company was a leader in AI until fifteen years ago.He highlighted IBM Watson, the company’s suite of AI-powered enterprise services and tools developed between 2004 and 2011, which has now been rebranded under the WatsonX portfolio. “IBM is a marketing company, not a technology leader,” Chanos emphasized again in an X comment on Thursday.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_13_at_4_32_40_AM_png_f8522a5d90.webp" alt="Screenshot 2026-02-13 at 4.32.40 AM.png" width="1180" height="306"></figure>&nbsp;Chanos went on to highlight how software continues to get a revenue boost from acquisitions, “which no one deducts from the $IBM FCF definition.”<h2 class="st-heading-2">Earnings Results</h2>The short seller’s comments come a few weeks after the software giant reported strong fourth-quarter (Q4) 2025 <a href="https://stocktwits.com/news-articles/markets/equity/why-did-ibm-stock-surge-over-7-in-after-hours-trading-today/cmyLxZ8R40U">results</a> that topped street expectations.CEO Arvind Krishna touted IBM’s generative AI, saying that the book of business stands at over $12.5 billion, adding that AI customers are shifting from experimenting to scaling.IBM posted a 12% growth in revenue to $19.7 billion, beating Wall Street’s estimates of $19.23 billion and also reported a beat in its adjusted earnings to $4.52 per share compared with $4.32 expectations.The strong results were bolstered by IBM’s software unit performance, which includes its AI, automation, data offerings. Revenue for the unit climbed 14% to $9 billion.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around IBM shares remained in the ‘bullish’ territory over the past 24 hours amid ‘high’ message volumes.<a href="https://stocktwits.com/symbol/IBM">IBM shares </a>have gained 1.45% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/csco-stock-why-does-the-street-see-an-upside/cZRTuqpR4rw">CSCO Stock Tumbles Amid Gross Margin Miss — Why Does The Street See An Upside?</a>

Chip maker IBM logo is seen at the Mobile World Congress 2025 (MWC) at the Fira de Barcelona. (Photo by Davide Bonaldo/SOPA Images/LightRocket via Getty Images)

IBM Faces AI Threat, Not Opportunity, Says Short Seller Who Predicted Enron’s Collapse

Jim Chanos, the founder of Kynikos Associates, said in an X post on Thursday that IBM is essentially a marketing and consulting company, not a cutting-edge AI company.

Equity

<ul class="summary-bullets"><li>For Q1 2026, the company guided to revenues between $1.745 billion and $1.775 billion, higher than street estimates.&nbsp;</li><li>One bullish user on Stocktwits called APP a ‘keeper’ and predicted a price of high-$500.</li></ul>Shares of Applovin Corp. (APP) dipped more than 7% after-hours on Wednesday despite the company reporting fourth-quarter (Q4) results that topped Wall Street estimates.The company also guided to higher earnings in the upcoming quarter, also above analysts’ expectations.On Stocktwits, retail sentiment for APP shares remained in the ‘bullish’ territory over the past 24 hours amid ‘high’ message volumes. Retail investors called the drop a buying opportunity amid higher earnings and raised expectations.<h2 class="st-heading-2">What Are Stocktwits Users Saying?</h2>One Stocktwits user said that the stock’s drop after its results makes no sense, given that APP ‘crushed earnings, raised expectations.’ The user opined that the drop was related to tech and artificial intelligence market sentiment, calling this an ‘excellent buying opportunity.’<stembedurl>https://stocktwits.com/Saunson69/message/644731965</stembedurl>&nbsp;Another bullish user echoed the sentiment, adding that market makers are ‘killing the options players!’<stembedurl>https://stocktwits.com/LongLTC/message/644732832</stembedurl>&nbsp;A third bullish user compared APP’s total valuation to Microsoft and Google, saying the company was less expensive but boasted of a much higher revenue growth.<stembedurl>https://stocktwits.com/Phillycheesesteak1/message/644735534</stembedurl>&nbsp;Another user called the stock a ‘keeper’ and predicted a price of high-$500. Shares of APP were trading around $456.81 at the time of writing.<stembedurl>https://stocktwits.com/lousyjets/message/644736488</stembedurl><h2 class="st-heading-2">&nbsp;</h2><h2 class="st-heading-2">Earnings Update</h2>Applovin posted about 66% growth in Q4 revenue, clocking $1.66 billion in the quarter, ahead of $1.61 billion street consensus, according to data from Fiscal.ai.The company also posted earnings per share of $3.24, beating analyst expectations of $2.96.For the first-quarter (Q1) of 2026, the company guided to revenues between $1.745 billion and $1.775 billion, significantly higher than street estimates of $1.687 billion.<h2 class="st-heading-2">Recent Fraud Allegations</h2>Last month, APP shares fell after CapitalWatch alleged that the company’s key shareholders Hao Tang and Ling Tang were tied to a transnational illicit capital network. In the report, the short-seller said that the shareholders leveraged AppLovin’s platform to launder billions via advertising transactions.However, earlier this month, CapitalWatch <a href="https://stocktwits.com/news-articles/markets/equity/money-laundering-claims-on-applovin-shareholder-retracted-by-capitalwatch/cZbve2pR4om">retracted</a> its claims and issued an apology, stating that a rigorous internal review of the report revealed an insufficient independent verification process.<a href="https://stocktwits.com/symbol/APP">Shares of APP</a> have gained more than 21% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/bill-ackman-takes-stake-in-meta-flags-significant-upside-potential-from-ai/cZb6o8IR4AW">Bill Ackman Takes Stake In Meta, Flags ‘Significant Upside Potential From AI’</a>

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

APP Stock Slumps After-Hours Despite Strong Q4 Earnings — Why Does Retail See This As A Buying Opportunity?

Applovin posted 66% growth in Q4 revenue, clocking $1.66 billion in the quarter, and also posted EPS of $3.24, beating analyst expectations. 

<ul class="summary-bullets"><li>Altruist’s new tool will help advisors to create fully personalized tax strategies for clients by reading and interpreting their 1040s, paystubs,&nbsp;and account statements.</li><li>Altruist said that tax planning is governed by zero data retention agreements with Hazel’s AI model providers.</li><li>Shares of other financial services stocks like Raymond James and Stifel Financial were also down.&nbsp;</li></ul>Shares of Charles Schwab (<a href="https://stocktwits.com/symbol/SCHW">SCHW</a>) fell more than 8% on Tuesday and was the top trending stock on Stoctwits amid wider selloff in financial services stocks.&nbsp;The selloff came after technology platform Altruist on Tuesday launched a new AI-powered tax planning tool within its Hazel platform causing a stir among investors over the firm's advisory practice.&nbsp;At the time of writing, shares of Raymond James Financial plummeted 8% and Stifel Financial was down 5%.&nbsp;<h2 class="st-heading-2">Altruist’s New Tool</h2>The new capability will help advisors create fully personalized tax strategies for clients by reading and interpreting their 1040s, paystubs, account statements, meeting notes, emails, and custodial and customer relationship management (CRM) data, and applying deep tax logic to the analysis.“Tax planning is one of the most powerful ways advisors can improve outcomes, but it’s also slow and mentally draining, especially in the busy tax season,” said Jason Wenk, Founder and CEO of Altruist. “Hazel’s tax planning feature flips that dynamic. It expands what a single advisor can handle, raises the bar on outcomes, and makes average advice a lot harder to justify.”Altruist said that tax planning is governed by zero data retention agreements with Hazel’s AI model providers, meaning they are prohibited from retaining any data from Altruist or its customers. And this data is not used to train AI models.<h2 class="st-heading-2">Latest Earnings</h2>Charles Schwab in its latest fourth quarter earnings posted a revenue of $6.34 billion, a 19% jump from the year-ago quarter. However, it missed analyst estimates of $6.39 billion.&nbsp;Its adjusted profit of $1.39 per share for the quarter saw a 38% rise from a year-ago quarter and came in line with Wall Street expectations.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around SCHW trended in ‘bullish’ territory amid ‘extremely high’ message volume.&nbsp;One bullish user called the stock move an ‘overreaction’.<stembedurl>https://stocktwits.com/Bazzzigar/message/644591685</stembedurl>Another user said that “close to 100% of all the selloffs caused by "AI disrupting a sector" are an exaggerated reaction and a good buying opportunity in many cases”.&nbsp;<stembedurl>https://stocktwits.com/gabbs/message/644590479</stembedurl>Shares in the company have risen 20.6% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/market-rally-helps-us-stock-turnover-to-top-usd1-trillion-as-per-bloomberg-intelligence/cZbUhhzR4pK">Market Rally Helps US Stock Turnover To Top $1T A Day, Bloomberg Intelligence Says</a> For updates and corrections, email newsroom[at]stocktwits[dot]com.

Close-up of sign with logo at Charles Schwab financial adviser branch in Pleasanton, California, March 26, 2018. 

Why Is Charles Schwab Stock Diving More Than 8% Today?

The selloff in SCHW stock came after technology platform Altruist on Tuesday launched a new AI-powered tax planning tool within its Hazel platform causing a stir among investors over the firm's advisory practice. 

<ul class="summary-bullets"><li>CapitalWatch said that an internal review revealed that an insufficient independent verification process of the Court of Bordeaux judgement led to the erroneous association of the document with Hao Tang.</li><li>The company also said that its allegations of direct connections between Tang and other persons cited in the earlier report were inaccurate and failed to meet its publication standards.</li><li>However, CapitalWatch said that its stance on AppLovin’s “complex financial structure” remains unchanged.</li></ul>Independent news organization CapitalWatch has retracted its claims of financial crimes by AppLovin Corporation’s (APP) primary shareholder, Hao Tang.In a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.capitalwatch.com/">post</a> published on its website dated Feb. 4, 2026 and subsequently shared in an X <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/CapitalwatchNow/status/2020722163091959904">post</a> on Monday, the short seller issued an apology, stating that it is “formally retracting specific characterizations and allegations contained therein regarding Mr. Tang Hao.”On Jan. 20, CapitalWatch alleged in a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.capitalwatch.com/#article/2026-01-19-laundromat">report</a> that AppLovin’s shareholders, Hao Tang and sister Ling Tang, laundered billions of dollars in black money. The report also claimed relationships with transnational criminal syndicates.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_09_at_11_51_04_PM_png_71708c3d31.webp" alt="Screenshot 2026-02-09 at 11.51.04 PM.png" width="1379" height="1399"></figure>&nbsp;Shares of APP rose almost 15% on Monday at the time of writing.<h2 class="st-heading-2">Retraction Details</h2>In its note, CapitalWatch said that a rigorous internal review of the report revealed that an insufficient independent verification process of the Court of Bordeaux (France) judgement led to the company “erroneously” associating the document with Hao Tang.The company added that its allegations of direct connections between Tang and other persons cited in the earlier report, including Chen Zhi, Prince Group, Jin Bei Group, Tang Jun, and Yang Zhihui, were “inaccurate and failed to meet our publication standards,” which the short-seller said usually requires multiple non-anonymous sources to verify.“Our review concluded that while the macro data and transaction structures highlighted in the original report warrant market scrutiny, the information currently available is legally insufficient to attribute these complex capital operations directly and exclusively to Mr. Tang,” the company said.“We have chosen to retract the allegations directed at Mr. Tang personally out of strict adherence to evidentiary principles, not as a denial of the objective market phenomena observed,” it added.However, CapitalWatch said that its stance on AppLovin’s “complex financial structure” remains unchanged, and that it will continue to independently analyze public market data on the firm.<h2 class="st-heading-2">Original Allegations</h2>In its original <a href="https://stocktwits.com/news-articles/markets/equity/applovin-draws-retail-buzz-after-critical-report-stock-plunge/cmUuPJOR49A">report</a>, CapitalWatch alleged that AppLovin’s core shareholder structure is linked to a transnational network of illicit capital flows spanning China, Southeast Asia, and the United States.The short-seller said funds tied to China’s collapsed P2P lending platform Tuandai.com and large-scale offshore gambling operations were allegedly funneled through complex legal entities and offshore structures into U.S.-listed assets.The report claimed that key figures, including AppLovin shareholder Hao Tang and Cambodian tycoon Zhi Chen, operated within overlapping financial and business networks connected to transnational criminal organizations.It also said that AppLovin’s technology platform served as a critical infrastructure for a laundering mechanism.AppLovin and its CEO denied the allegations and had demanded a retraction in a cease-and-desist letter at the time.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around APP shares remained in the ‘bullish’ territory over the past 24 hours amid ‘high’ message volumes.One Stocktwits user said an apology would not be enough and that the short-seller should be sued or fined.<stembedurl>https://stocktwits.com/jurisdoctor/message/644474446</stembedurl>&nbsp;Another user called it a ‘manipulation’ and said CapitalWatch should be investigated.<stembedurl>https://stocktwits.com/Murph934/message/644474929</stembedurl>&nbsp;<a href="https://stocktwits.com/symbol/APP">Shares of APP</a> slid after the original report, but have gained over 21% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/why-are-clf-shares-down-today-q4-2025/cZbvdSSR4oi">Why Are CLF Shares Down Over 19% Today?</a>

 In this photo illustration, the logo of AppLovin is displayed on the screen of a smartphone. 

Money Laundering Claims On AppLovin Shareholder Retracted By CapitalWatch

In a post published on its website dated Feb. 4, 2026 and subsequently shared in a X post on Monday, CapitalWatch issued an apology and formally retracted money laundering allegations against shareholder Hao Tang.

<ul class="summary-bullets"><li>Apple welcomed the European Commission’s decision, according to a Reuters report citing a statement from the company.</li><li>So far, Apple’s iOS, iPadOS, and App Store have been designated as gatekeepers under the EU’s DMA.</li><li>Apple was designated as a gatekeeper in 2023, alongside Alphabet, Meta, Microsoft, Amazon, and ByteDance.</li></ul>Apple Inc.’s (AAPL) Maps and Ads services have escaped being designated as gatekeepers under the European Union’s Digital Markets Act.The European Commission on Thursday stated that Apple Maps and Ads do not constitute an important gateway for business users to reach end users.“This assessment is based on a number of considerations, including that Apple Maps has a relatively low overall usage rate in the EU, and that Apple Ads has very limited scale in the online advertising sector in the EU,” the Commission said.<a href="https://stocktwits.com/symbol/AAPL">Apple shares</a> were down 0.1% in Thursday’s pre-market 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 Apple Say?</h2>Apple welcomed the European Commission’s decision, according to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/sustainability/boards-policy-regulation/apple-ads-apple-maps-should-not-be-designated-under-digital-markets-act-says-eu-2026-02-05/">Reuters</a> report citing a statement from the company.“These services face significant competition in Europe, and we're pleased the Commission recognized they do not meet the criteria for designation under the Digital Markets Act,” Apple stated.<h2 class="st-heading-2">What Is The Gatekeeper Designation?</h2>The gatekeeper designation under the European Union’s DMA refers to the ability of intermediary platforms to act as the primary “bottleneck” for many market participants.The European Commission designated Apple as a gatekeeper in 2023, alongside Alphabet Inc., ByteDance, Amazon.com Inc., Meta Platforms Inc., and Microsoft Corp.So far, Apple’s iOS, iPadOS, and App Store have been designated as gatekeepers under the EU’s DMA.<a href="https://stocktwits.com/symbol/AAPL">AAPL stock</a> is up 2% year-to-date and 19% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-alvo-stock-rising-pre-market-today/cZbZ2zaR4V5">Why Is ALVO Stock Rising Pre-Market Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

An Apple logo is displayed outside their store at Fashion Valley, an upscale shopping mall on December 10, 2025, in San Diego, CA. 

Apple Maps And Ads Escape Designation As Gatekeepers Under EU's Digital Markets Act

The European Commission on Thursday stated that Apple Maps and Ads do not constitute an important gateway for business users to reach end users.

<ul class="summary-bullets"><li>Amazon is also in talks to invest up to $50 billion in OpenAI, according to a Reuters report citing people familiar with the matter.</li><li>Amazon CEO Andy Jassy is said to be leading the talks with OpenAI CEO Sam Altman.</li><li>This comes amid OpenAI’s plans to raise up to $100 billion at a valuation of about $830 billion.</li></ul>Amazon.com Inc. (AMZN) and OpenAI are reportedly in talks to customize the latter’s AI models to power the e-commerce giant’s products, including the Alexa voice assistant.According to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/amazon-discusses-getting-special-access-openai-tech">report</a> by The Information, as cited by TheFly, Amazon is in talks with OpenAI to get special access to its technology. The commercial agreement currently being discussed involves tuning OpenAI’s models to respond in a way that Amazon prefers.<a href="https://stocktwits.com/symbol/AMZN">Amazon shares</a> were down 0.3% in Wednesday’s opening trade. Retail sentiment on Stocktwits around the company hovered in the ‘bearish’ territory at the time of writing.<h2 class="st-heading-2">Amazon In Talks To Invest In OpenAI</h2>Amazon is also in talks to invest up to $50 billion in OpenAI, according to a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/retail-consumer/amazon-talks-invest-up-50-billion-openai-wsj-reports-2026-01-29/">report</a> citing people familiar with the matter.Amazon CEO Andy Jassy is said to be leading the talks with OpenAI CEO Sam Altman, according to the report. This comes amid OpenAI’s plans to raise up to $100 billion at a valuation of about $830 billion, the report said.Amazon has also invested $8 billion in OpenAI rival Anthropic, which is currently valued at $183 billion following a $13 billion Series F fundraising in September 2025.<h2 class="st-heading-2">Amazon Rolls Out Alexa+ Across US</h2>Amazon on Wednesday announced that it is rolling out the Alexa+ AI voice assistant across the U.S. Amazon Prime members can access Alexa+ for free, while others will have to pay $19.99 per month.The Alexa+ voice assistant was announced a year ago, offering a more conversational and personalized experience to users, powered by generative AI. The company said that tens of millions of users joined the early access program for its next-generation voice assistant.Some of the features that Alexa+ offers include ordering takeout, finding restaurants and making reservations, booking a ride, or scheduling services like home repairs, according to the company.Alexa+ also comes with a new free tier that lets users chat on the Alexa.com website and the app without a Prime subscription.<a href="https://stocktwits.com/symbol/AMZN">AMZN stock</a> is up 3% year-to-date and 0.5% over the last 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amd-stock-down-after-q4-results-wall-street-divided/cZbjbueR4Zt">AMD Divides Wall Street After Q4 Results As Rising Cost Concerns Temper AI Optimism</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The illustration photo shows Amazon logo in a smartphone with OpenAI logo in the background. Amazon is reportedly eyeing an investment in OpenAI. (Photo credit should read CFOTO/Future Publishing via Getty Images)

Amazon, OpenAI In Talks To Customize AI Models To Power E-commerce Giant's Products Such As Alexa: Report

The commercial agreement currently being discussed involves tuning OpenAI’s models to respond in a way that Amazon prefers.

<ul class="summary-bullets"><li>Analysts at Bernstein raised their price target for AMD to $235 from $225, while keeping a ‘Market Perform’ rating on the stock.</li><li>The firm stated that AMD’s Q4 results were good, but flagged the fact that the revenue included shipments of the MI308 chip to China worth $390 million.</li><li>Bernstein flagged that AMD’s profitability during the quarter was impacted by higher-than-expected operating expenditure.</li></ul>Advanced Micro Devices Inc. (AMD) shares were down nearly 10% in Wednesday’s pre-market trade after the company’s fourth-quarter (Q4) results and guidance for the first-quarter (Q1) left Wall Street divided.According to TheFly, while some analysts flagged concerns with AMD’s higher-than-expected operating expenditure during the quarter, others were optimistic about the company’s new MI455 AI chip.<h2 class="st-heading-2">Divided Wall Street</h2>Analysts at Bernstein raised their price target for AMD to $235 from $225, while keeping a ‘Market Perform’ rating on the stock. The firm stated that AMD’s Q4 results were good, but flagged the fact that the revenue included shipments of the MI308 chip to China worth $390 million.This was also pointed out by Susquehanna’s Chris Rolland in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/02/04/amd-stock-earnings-forecast-chips.html">CNBC</a> interview. “They announced they shipped Chinese revenue in the quarter that was unexpected. This was not in street numbers, so when you account for that, the beat was far less substantial than we would’ve thought,” Rolland said.Bernstein flagged that AMD’s profitability during the quarter was impacted by higher-than-expected operating expenditure.Analysts at BofA remained optimistic about AMD, hiking their price target to $280 from $260, while keeping a ‘Buy’ rating. The firm expects AMD’s server CPU business to continue growing at a strong double-digit rate in 2026. BofA stated in its note that it continues to like AMD as “a credible alternative merchant AI GPU supplier” to Nvidia Corp. (NVDA).Morgan Stanley lowered its price target for AMD to $255 from $260, while maintaining its ‘Equal Weight’ rating on the stock. The firm stated that while AMD “said all of the right things” about the MI455 AI chip, the company’s rack scale “remains something of a show-me story for the stock to move higher.”Mizuho cut its price target for AMD to $275 from $285 and kept its ‘Outperform’ rating on the stock. The firm stated that its price target cut was to reflect the higher spending.&nbsp;<h2 class="st-heading-2">AMD’s Q1 Guidance And Q4 Beat</h2>AMD guided for revenue of about $9.8 billion in Q1, plus or minus $300 million, representing a sequential decline of about 5%. According to Fiscal.ai data, the analyst estimates range between $9.37 billion and $10.23 billion.AMD&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/advanced-micro-devices-posts-record-q4-2025-results-on-strong-ai-demand/cZb0EayR4m8">reported</a> earnings per share (EPS) of $1.53 during Q4 on revenue of $10.3 billion, beating Wall Street estimates of an EPS of $1.32 on revenue of $9.67 billion, according to Stocktwits data.“We are entering a multiyear demand super cycle for high-performance and AI computing that is creating significant growth opportunities across each of our businesses,” AMD CEO Lisa Su said.<h2 class="st-heading-2">How Stocktwits Users Reacted</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/AMD">AMD</a> was in the ‘extremely bullish’ territory, with message volumes at ‘extremely high’ levels.&nbsp;The AMD stock was the second most trending ticker on the platform at the time of writing.One bullish user stated that it’s time to buy the AMD stock again.<stembedurl>https://stocktwits.com/Clizzard2/message/643926750</stembedurl>However, one user pointed out that AMD’s inclusion of China revenue was not expected by analysts.<stembedurl>https://stocktwits.com/StockAuthority123/message/643928294</stembedurl><a href="https://stocktwits.com/symbol/AMD">AMD stock</a> is up 13% year-to-date and 112% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-slab-stock-soaring-pre-market-today/cZbSCz7R4Zn">Why Is SLAB Stock Soaring Pre-Market Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, the logo of Advanced Micro Devices, Inc. (AMD) is displayed on the screen of a tablet.

AMD Divides Wall Street After Q4 Results As Rising Cost Concerns Temper AI Optimism

According to TheFly, while some analysts flagged concerns with AMD’s higher-than-expected operating expenditure during the quarter, others were optimistic about the company’s new MI455 AI chip.

<ul class="summary-bullets"><li>Boston Scientific expects fiscal 2026 earnings to range between $3.43 and $3.49 per share.</li><li>The company reported Q4 net sales of $5.29 billion, up 15.9% year over year and within its guidance range of 14.5% to 16.5%.</li><li>Q4 net income came fell slightly below the company’s forecast of $0.48 to $0.52.&nbsp;</li></ul>Boston Scientific Corporation (BSX) said on Wednesday that it expects full-year 2026 sales to increase by about 10.5% to 11.5%, lower than the 19.9% increase it reported for full-year 2025.<a href="https://stocktwits.com/symbol/BSX">BSX shares</a> slumped nearly 10% in pre-market trading on Wednesday and fell further after the opening bell. The stock fell to its lowest levels since August 2024.Boston Scientific expects fiscal 2026 earnings to range between $3.43 and $3.49 per share. For the first quarter, the company projects sales growth of 10.5% to 12.0% and earnings per share of $0.78 to $0.80.Meanwhile, the company reported Q4 net sales of $5.29 billion, up 15.9% year over year and within its guidance range of 14.5% to 16.5%. It came marginally above Street estimates of $5.28 billion, according to Fiscal.ai data. Net income came in at $0.45 per share, slightly below the company’s forecast of $0.48 to $0.52.&nbsp;<h2 class="st-heading-2">Acquisition Spree</h2>Boston Scientific has been accelerating its acquisition strategy with two major deals last month. The company agreed to acquire Penumbra in a cash-and-stock transaction valued at about $14.5 billion, or $374 per share. Penumbra is known for its mechanical thrombectomy devices that remove blood clots in vascular procedures.Separately, Boston Scientific is set to acquire Valencia Technologies, a privately held firm focused on treatments for bladder dysfunction, including its implantable eCoin device for urinary incontinence. The Valencia deal is expected to have an immaterial impact on adjusted earnings per share in 2026, though GAAP results may experience short-term dilution from acquisition-related costs.<h2 class="st-heading-2">Retail Reaction</h2>Despite the sharp intraday decline, retail sentiment on Stocktwits turned ‘extremely bullish’ from ‘bearish’ a day earlier, amid ‘extremely high’ message volumes.<img src="https://news.stocktwits-cdn.com/BSX_jpg_d78d576230.webp" alt="BSX.jpg">One user saw an opportunity to take up fresh positions.<stembedurl>https://stocktwits.com/SGTDolph/message/643963589</stembedurl>The stock has fallen 18% so far in 2026.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/eli-lilly-lly-stock-jumps-fy26-guidance-zepbound-mounjaro/cZbSCjgR4Zl">LLY Stock Surges On Q4 Beat – Obesity, Diabetes Drugs Drive Strong FY26 Outlook</a> For updates and corrections, email newsroom[at]stocktwits[dot]com.

A general view of a Boston Scientific advertisement during a women's college lacrosse game between the Notre Dame Fighting Irish and the Boston College Eagles on March 16, 2024. (Photo by Erica Denhoff/Icon Sportswire via Getty Images)

BSX Stock Tumbles To 17-Month Lows On Softer 2026 Sales Growth Forecast 

For the first quarter, the company projects sales growth of 10.5% to 12% and earnings per share of $0.78 to $0.80.

What Spooked Investors In Boston Scientific’s 2026 Outlook?

BlackRock Inc. (BLK) CEO Larry Fink on Wednesday reportedly dismissed concerns of an AI bubble, while issuing a warning about what could happen due to the lack of investments in the sector.In a chat with Reliance Industries Chairman and MD Mukesh Ambani, organized by Moneycontrol, Fink stated that it is necessary to rapidly expand AI opportunities.“I don’t believe there is an AI bubble. I believe the greatest risk we have is, if we don’t invest and continue to invest, China will win,” Fink said.<a href="https://stocktwits.com/symbol/BLK">BlackRock shares</a> were up 0.5% in Wednesday’s pre-market trade. Retail sentiment on Stocktwits around the company trended in the ‘neutral’ territory at the time of writing.<h2 class="st-heading-2">Fink Does Not Rule Out Bankruptcies Due To AI Impact</h2>Fink also noted that while investments are necessary and he does not believe there is an AI bubble, this does not mean there won’t be any bankruptcies in the industry. “That’s not failure, that’s capitalism. You have big successes and big failures,” Fink said.He added that the opportunities for companies to utilize AI will be present in everything they do. The BlackRock CEO cited Anthropic’s latest tool, announced on Tuesday, stating that while it could be threatening to some businesses, it presents an opportunity for others.<h2 class="st-heading-2">AI Is Topical Because It Is Disruptive</h2>Fink also noted that AI is part of many conversations today, calling it topical because it is disruptive.“The future of AI in terms of drug discovery, in terms of humanity, is real,” he said. The BlackRock CEO also pondered the possibility of using AI to develop new sources of power and whether it could lead to abundance in the Global South.Fink stated that the key for AI to be really successful is to ensure that the technology broadens economic prosperity, not narrows it.“That’s going to be the real issue. Can AI be not only disruptive, but can it be expanding and broaden economic success throughout all economies?” he added.<a href="https://stocktwits.com/symbol/BLK">BLK stock</a> is flat year-to-date, but up 6% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/enph-stock-is-soaring-today-after-q4-beat-enphase-gets-upgrade-on-optimism/cZbSUskR4Zi">ENPH Stock Is Soaring Pre-Market Today — Why Did Enphase Shares Get An Upgrade?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.Editor's Note: The story has been updated to reflect the accurate designation of Reliance Industries Chairman and Managing Director Mukesh Ambani.

Larry Fink, Chairman and CEO of BlackRock visits "The Claman Countdown" at Fox Business Network Studios on April 11, 2025 in New York City. (Photo by Jamie McCarthy/Getty Images)

Larry Fink Dismisses AI Bubble Concerns, Says China Winning Is The 'Greatest Risk' If Investments Don't Continue: Report

In a chat with Reliance Industries Chairman and MD Mukesh Ambani, organized by Moneycontrol, Fink stated that it is necessary to rapidly expand AI opportunities.

<ul class="summary-bullets"><li>Wall Street analysts expect the company to report revenue of $10.34 billion for the quarter, about an 82% increase from the same period last year.&nbsp;</li><li>Analyst expectations for earnings per share are at $0.49, a drop of about 18% compared to the same period last year.&nbsp;</li><li>Earlier in January, Citi lowered its price target on Super Micro to $39 from $48 with a ‘Neutral’ rating, citing adjusted targets for 2026.</li></ul>Shares of Super Micro Computer Inc. (SMCI) edged up nearly 5% on Monday, ahead of the tech company’s second-quarter (Q2) 2026 earnings report scheduled to be released on Feb. 3 after market hours.Super Micro Computer is a California-based technology solutions company that deals in enterprise, cloud, artificial intelligence, metaverse, and IT infrastructure.<h2 class="st-heading-2">Q2 Earnings Expectations</h2>According to data from Fiscal.ai, Wall Street analysts expect the company to report revenue of $10.34 billion for the quarter, about an 82% increase from the same period last year.However, street expectations for earnings per share are at $0.49, a drop of about 18% compared to $0.6 reported in the same period last year.Earlier in January, Citi lowered its price target on Super Micro to $39 from $48 with a ‘Neutral’ rating, citing adjusted targets for 2026. Meanwhile, Goldman Sachs initiated coverage of the company with a ‘Sell’ rating and a price target of $26, adding that while it expects the company to be strong in the AI server market, it sees limited visibility for improving profits.Mizuho also lowered its price target on Super Micro Computer to $31 from $45 while maintaining a ‘Neutral’ rating on the shares, citing modest upside for semiconductor companies in 2026.Shares of SCMI were trading around $30.36 at the time of writing.<h2 class="st-heading-2">Company Updates</h2>Super Micro Computer is a key partner for Nvidia Corp. (NVDA). Earlier in January, the company announced it would provide AI-driven retail solutions, using its Edge AI systems and Nvidia RTX PRO Blackwell technology, to multiple retail partners, including Everseen, Kinetic Vision, ALLSIDES, LiveX, WobotAI, and Aible.Prior to that, the company announced a revolving credit facility of up to $2 billion with JPMorgan Chase to provide greater financial flexibility to support operations and growth initiatives.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/SMCI">SMCI shares</a> jumped from ‘neutral’ to ‘bullish’ territory over the past 24 hours amid ‘high’ message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_03_at_1_28_22_AM_png_64fc438e4c.webp" alt="On Stocktwits, retail sentiment around SMCI shares jumped from ‘neutral’ to ‘bullish’ territory over the past 24 hours amid ‘high’ message volumes." width="1283" height="152"></figure>One Stocktwits user said that the upcoming earnings release is going to be one of the ‘more interesting earnings reports’ for this company. The user also noted the ‘dramatic increase’ in revenues that are expected, but noted the oddity of the low market value for a profitable company in the tech sector, especially given its revenues.<stembedurl>https://stocktwits.com/Congostockchat/message/643708938</stembedurl>&nbsp;Another bullish user predicted that the company would report $14 billion in revenues and the stock would be over $100 by the end of the week.<stembedurl>https://stocktwits.com/logss/message/643710482</stembedurl>&nbsp;Shares of SMCI have risen about 13% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/whats-happening-with-vhub-shares-today/cZbgAHjR4k1">This Fully-Automated Store Stock Is Up Over 82% Today — What's Happening With VHUB Shares?</a>

Super Micro Computer, Inc. (Supermicro) logo appears on the screen of a smartphone in Reno, United States, on December 7, 2024.

SMCI Stock Rises Ahead Of Q2 Earnings — What Does The Street Expect?

Super Micro Computer will report its second-quarter (Q2) 2026 earnings on Feb. 3 after market hours. 

BlackRock Institutional Trust Company N.A. - iShares Core S&P 500 ETF

3%+ above current levels

Up 0–3%

Flat to down 3%

Down 3%+

The Nasdaq 100 continues to hinge on mega-cap tech and AI strength. With rate expectations shifting and valuations stretched, even a 3% move could signal a bigger trend. Is momentum building, or fading?

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