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Invesco QQQ Trust Series 1

Algorand is a scalable, secure, and decentralized digital currency and smart contract platform. Its protocol uses a variation of Proof-of-Stake (PoS) called Pure PoS (PPoS) to secure the network and reach consensus on block production. Developers can build decentralized applications (dApps) using familiar programming languages, including Python, which Algorand supports natively. Its infrastructure enables various use cases, including payment systems, digital identity solutions, supply-chain tracking, and financial services. The protocol's architecture allows for tokenization of assets and the development of smart contracts, while its technical specifications support both retail users seeking basic transaction capabilities and enterprises requiring more, complex, blockchain solutions.

Algorand

Algorand is trending as members of the community point to recent Google research papers highlighting the protocol's post-quantum cryptography features as a potential long-term catalyst. While some investors remain cautious due to historical price performance, others are actively discussing institutional adoption narratives and technical developments as reasons to continue building their positions.

MaxLinear, Inc. engages in the provision of communications systems-on-chip (SoC) solutions used in broadband, mobile and wireline infrastructure, data center, and industrial and multi-market applications. Its products include cable broadband modems and gateways, wireline connectivity devices, radio frequency transceivers, fiber-optic modules, video set-top boxes and gateways, hybrid analog and digital televisions, direct broadcast satellite outdoor and indoor units, and power management and interface products. The company was founded by Kimihiko Imura, Curtis C. Ling, and Kishore V. Seendripu on September 25, 2003 and is headquartered in Carlsbad, CA.

MaxLinear Inc

MaxLinear is currently seeing intense market momentum following a strong earnings report that highlighted massive growth in its infrastructure segment and a pivot toward high-demand data center connectivity solutions. While some traders are celebrating the sharp upward trend as a multi-year growth inflection point, others are expressing caution, highlighting high short-term volatility and debating whether current valuations are sustainable compared to broader semiconductor peers.

Berkshire Hathaway, Inc. is a holding company, which engages in the provision of property and casualty insurance and reinsurance, utilities and energy, freight rail transportation, finance, manufacturing, and retailing services. It operates through the following segments: Insurance, Burlington Northern Santa Fe, LLC (BNSF), Berkshire Hathaway Energy (BHE), Pilot Travel Centers (PTC), Manufacturing, McLane, and Service and Retailing. The Insurance segment includes the underwriting of GEICO, Berkshire Hathaway Primary Group, and Berkshire Hathaway Reinsurance Group. The BNSF segment involves the operation of railroad systems. The BHE segment focuses on regulated electric and gas utility, power generation and distribution, and real estate brokerage activities. The PTC segment consists of managing travel centers and marketing of wholesale fuel. The Manufacturing segment refers to industrial, consumer and building products, home building, and related financial services. The McLane segment covers the wholesale distribution of groceries and non-food items. The Service and Retailing segment relates to the provision of shared aircraft ownership programs, aviation pilot training, electronic components distribution, retailing businesses, automobile dealerships and trailer, and furniture leasing services. The company was founded by Oliver Chace in 1839 and is headquartered in Omaha, NE.

Berkshire Hathaway Inc. - Ordinary Shares - Class B

Berkshire Hathaway is trending as investors debate the impact of Warren Buffett's transition away from active leadership and the company's decision to maintain record cash reserves rather than deploying capital into the current market rally. Community discussion centers on frustration over stagnant performance compared to broader indices, with many investors actively questioning the future direction of the conglomerate under CEO Greg Abel.

AXT, Inc. engages in the design, development, manufacture and distribution of compound and single element semiconductor substrates. It also sells specialty material substrates and raw materials used to make substrates and other related products. The company was founded by Morris S. Young and Davis Zhang in 1986 and is headquartered in Fremont, CA.

AXT Inc

AXT Inc. is trending as investors debate whether the stock is a legitimate play on the critical indium phosphide supply chain bottleneck for AI infrastructure or an overvalued Chinese-led pump-and-dump scheme. Community discussion is polarized, with some highlighting high institutional interest and potential for parabolic gains, while critics point to massive insider selling, negative earnings, and concerns over significant upcoming share dilution.

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

Walmart Inc

Walmart is drawing significant community attention as it navigates a complex retail landscape, balancing news of its nationwide digital price tag rollout with mixed sentiment regarding its current valuation multiples. Investors are actively debating whether its status as a defensive 'safe haven' remains justified given rising operational pressures and ongoing insider activity.

Alchemy Pay

Alchemy Pay is currently trending as investors debate the impact of its expansion into Layer 1 blockchain development and the implications of its evolving tokenomics. Community discussion is heavily divided between long-term holders highlighting recent regulatory license acquisitions and partnerships, and skeptics expressing frustration over stagnant price action and past supply adjustments.

Corvus Pharmaceuticals, Inc. engages in the development of immune modulator product candidates with the potential to treat solid cancers, T-cell lymphomas, autoimmune diseases, and infectious diseases. Its product pipeline includes B Cell Activator and Anti-CD73, Adenosine Production Inhibitor Anti-CD73, ITK Inhibitor, A2AR Inhibitor, Anti-CXCR2, and A2BR Inhibitor. The company was founded by Richard A. Miller, Peter A. Thompson, Joseph J. Buggy, and Erik Verner on January 27, 2014 and is headquartered in South San Francisco, CA.

Corvus Pharmaceuticals Inc

Corvus Pharmaceuticals is currently trending as investors focus on the potential of its lead asset, soquelitinib, following positive analyst price target initiations and anticipation surrounding upcoming data readouts. The community remains deeply divided, with bulls highlighting the drug's oral delivery and unique mechanism as a buyout candidate, while bears point to the stock's recent volatility and the risks inherent in early-stage clinical trials.

Aurora Innovation, Inc. engages in the design and development of automobile hardware, software, and provision of data services. It offers the Aurora Driver which allows a vehicle to drive itself. The company was founded by Christopher Urmson, Sterling Anderson and James Andrew Bagnell in 2017 and is headquartered in Pittsburgh, PA.

Aurora Innovation Inc - Ordinary Shares - Class A

Aurora Innovation is experiencing significant momentum driven by a major fleet expansion agreement that signals a shift toward industrial-scale commercialization. Investors are actively tracking the company's progress on driverless deployment milestones, while a heavily shorted float has fueled intense community discussion regarding the potential for a short squeeze if positive execution trends continue.

Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap is trending as investors react to the company's aggressive restructuring plan, which includes significant workforce reductions to drive profitability and a recent CFO transition that the community is viewing as a potential catalyst for long-term value. Social media sentiment is currently a mix of bullish optimism regarding the stock's undervaluation compared to its large-cap peers and heated debate over whether the company's strategic pivot toward AI and efficient growth will finally deliver on its long-awaited turnaround.

Terra is a decentralized financial payment network that rebuilds the traditional payment stack on the blockchain. Luna is the reserve currency of the Terra platform. It has three core functions: i) mine Terra transactions through staking, ii) ensure the price stability of Terra stablecoins and iii) provide incentives for the platform’s blockchain validators.

Terra Luna Classic

Terra Luna Classic is trending due to a surge in trading volume and optimistic community sentiment surrounding potential future token burn mechanisms and technical upgrades. Supporters are actively discussing a long-term recovery narrative, citing the potential for significant supply reduction and expressing hope for a return to historical price levels despite the volatility and cautionary sentiment from skeptics.

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Nifty 50

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Reliance Industries Ltd.

Zomato Ltd.

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<ul class="summary-bullets"><li>Big Tech results will set the tone for the market and board AI trade.</li><li>The Roundhill Magnificent Seven ETF (MAGS) is heading for its best month on record.</li><li>AMZN, META, MSFT and GOOGL stocks dropped marginally in Wednesday’s premarket session.</li></ul>In a rare event, four of the biggest tech companies will report their quarterly results simultaneously after the market closes on Wednesday, with their financials and commentary set to shape the market and the broader AI trade.AMZN, META, MSFT and GOOGL stocks were marginally lower in early premarket on Wednesday. On Stocktwits, the retail sentiment was ‘bullish’ for&nbsp;<a href="https://stocktwits.com/symbol/GOOGL">GOOGL</a>, ‘bearish’ for&nbsp;<a href="https://stocktwits.com/symbol/META">META</a>, and ‘neutral’ for&nbsp;<a href="https://stocktwits.com/symbol/MSFT">MSFT</a> and&nbsp;<a href="https://stocktwits.com/symbol/AMZN">AMZN</a>.The results would also test the sharp rally in the so-called Magnificent Seven stocks, which have staged a strong rebound over the past month. The&nbsp;<a href="https://stocktwits.com/symbol/MAGS">Roundhill Magnificent Seven ETF (MAGS)</a>, the fund which tracks this group, is up 15.4% and heading for its best month since its launch in December 2023.The rally is support by gains in the adjoining chip sector – the i<a href="https://stocktwits.com/symbol/SOXX">Shares Semiconductor ETF (SOXX)</a> is up 34% in April and is also heading for its best month on record.All in all, the trades point to an optimistic setup heading into the bumper earnings. Of those reporting today, analysts appear to be the most optimistic about Microsoft.About 95% analysts have a ‘Buy’ rating on MSFT stock, 93% on AMZN stock, 92% on METAs stock, 90% on GOOGL stock, according to Koyfin data. Here’s a handy cheat-sheet detailing analysts’ expectations: &nbsp;Microsoft Revenue: $81.43 billion, up 16% Profit: $4.06 per share, up 17% YTD move: down 11%Alphabet Revenue: $107.03 billion, up 19% Profit: $2.63 per share, down 6% YTD move: up 12%Meta Platforms Revenue: $55.55 billion, up 31% Profit: $6.82 per share, up 6% YTD move: up 2%Amazon Revenue: $177.17 billion, up 14% Profit: $1.64 per share, up 3% YTD move: up 5.2%&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-tmus-stock-rising-in-premarket/cZBqDsfRe31">Why Is TMUS Stock Rising In Premarket?</a>&nbsp;

Nvidia, Apple, Alphabet, Amazon, Microsoft, Meta and Tesla logo displayed on a phone screen and an illustrative stock graph displayed on a laptop screen. (Photo by Jakub Porzycki/NurPhoto via Getty Images)

Big Tech Earnings Today: MSFT, AMZN, META, GOOGL Set To Test Mag7's Incredible April Rally

The tech giants will report in the after-market hours; here’s what analysts are expecting.

Equity

Senstar Technologies Corporation Reports Fourth Quarter 2025 Financial Results

Senstar Technologies Corporation Reports Fourth Quarter 2025 Financial Results Senstar Technologies Corporation Reports Fourth Quarter 2025 Financial Results PR Newswire OTTAWA, ON, April 23, 2026...

<ul class="summary-bullets"><li>On Friday, the S&amp;P 500 climbed 1.2% higher to close at 7,126.06, jumping above the 7,100 mark for the first time in history, driven higher by an uptick in the ‘Magnificent Seven’ stocks, and optimism around de-escalating tensions with Iran.</li><li>However, the University of Michigan Consumer Sentiment Index, reported earlier in the week, dropped to 47.6, sinking about 9% year-on-year.</li><li>When markets and consumer sentiment highlight different narratives, Noble noted that consumers usually feel the pain much before it reflects in market movements.</li></ul>The S&amp;P 500, a benchmark U.S. index, hit an all-time high last week. But a former associate of legendary investor Peter Lynch issued a stark warning as the market highs coincided with an all-time low in American consumer sentiment.“Both happened in the same week. Think about this,” said George Noble, a hedge fund veteran and former Fidelity fund manager.On Friday, the S&amp;P 500 climbed 1.2% higher to close at 7,126.06, jumping above the 7,100 mark for the first time in history amid hopes for de-escalation of tensions between the U.S. and Iran. Meanwhile, the University of Michigan Consumer Sentiment Index, <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sca.isr.umich.edu/">reported</a> earlier in the week, dropped to 47.6, sinking about 9% year-on-year.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_20_at_8_35_21_AM_png_f8e828015f.webp" alt="Screenshot 2026-04-20 at 8.35.21 AM.png" width="1170" height="436"><figcaption>The University of Michigan Consumer Sentiment Index | Source: University of Michigan</figcaption></figure>In a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/gnoble79/status/2046006350543462609">post</a> on X, Noble noted that the consumer sentiment index was at its lowest point in history. “Lower than the 2008 financial crisis. Lower than the COVID crash. Lower than the worst of the post-pandemic inflation surge. Lower than anything recorded since Harry Truman was president,” Noble said. &nbsp;“When markets and consumers disagree this violently, one of them is wrong.”<figure class="image"><a class="st-link-external" href="https://x.com/charliebilello/status/2046037937817563147" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_20_at_9_14_10_AM_png_9a3da902ce.webp" alt="Screenshot 2026-04-20 at 9.14.10 AM.png" width="1183" height="1142"></a><figcaption>Source: X post from Charlie Billelo, director of research at Pension Partners</figcaption></figure><h2 class="st-heading-2">What’s Driving Clashing Market Trends?</h2>Last week, stock markets climbed higher as investors turned optimistic over waning tensions in the Middle East. Iran had agreed to reopen the Strait of Hormuz even as Israel and Lebanon agreed to a temporary ceasefire. Apart from the “happy ending” priced in due to developments in the war, Noble said that the uptick in the “Magnificent Seven” tech stocks also helped push markets higher.“The S&amp;P 500 is trading at all-time highs because 7 mega cap tech stocks (powered by AI narratives) account for nearly half the index's market cap,” he said. The <a href="https://stocktwits.com/symbol/MAGS">Roundhill Magnificent Seven ETF</a>, which tracks Alphabet (GOOGL), Amazon (AMZN), Apple (AAPL), Meta (META), Microsoft (MSFT), NVIDIA (NVDA), and Tesla (TSLA), climbed 8.68% higher last week, the most weekly gains in about 11 months.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260420_084406819_png_7674733f44.webp" alt="koyfin_20260420_084406819.png" width="2400" height="1240"><figcaption>Source: Koyfin</figcaption></figure>“Those stocks run on their own dynamic, independent of anything, including the war in Iran. That's a market being dragged to record highs by a handful of names while the real economy deteriorates underneath,” Noble noted.Meanwhile, the investor highlighted how the broader market was sinking, with software stocks plummeting this year, private credit “imploding,” gas prices surging, and consumer purchasing conditions for big-ticket items falling sharply.<h2 class="st-heading-2">Noble Warns Of Consumer Distress</h2>When markets and consumer sentiment highlight different narratives, “Consumers feel the pain before it shows up in the indices,” Noble said. &nbsp;“In 2007, the S&amp;P 500 hit its record in October. Consumer sentiment had been falling since July 2007. 3 months later, we were in recession.”Meanwhile, the U.S. stock market has reached its most expensive valuation relative to economic output in recorded history, <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Barchart/status/2045851598791020572?s=20">according</a> to Barchart. The so-called Warren Buffett Indicator — which measures total market capitalization against GDP — has climbed to 227%, surpassing the peaks seen during the dot-com bubble and the 2008 global financial crisis.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_20_at_8_44_36_AM_png_ad324d673d.webp" alt="Screenshot 2026-04-20 at 8.44.36 AM.png" width="1172" height="750"></figure><h2 class="st-heading-2">US Markets Reaction</h2>However, U.S. markets <a href="https://stocktwits.com/news-articles/markets/equity/sp500-nasdaq-dow-futures-slide-as-trump-says-us-navy-seizes-iranian-ship/cZB5vCNRIyO">slipped lower in Sunday’s overnight</a> trading after Iran reversed an earlier decision to reopen the Strait of Hormuz after President Donald Trump announced the U.S. Navy blockade of Iranian ports. Later on Sunday, Trump also said that an Iranian-flagged cargo ship had been seized in the strait.At the time of writing, the <a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY), which tracks the S&amp;P 500 index, slipped 0.54%, the <a href="https://stocktwits.com/symbol/qqq">Invesco QQQ Trust ETF </a>(QQQ) declined 0.52%, and the <a href="https://stocktwits.com/symbol/dia">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) fell 0.67%.Retail sentiment on Stocktwits regarding the S&amp;P 500 ETF was in the ‘extremely bullish’ territory.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Wall Street bull stands in the financial district near the New York Stock Exchange (NYSE) on November 18, 2025 in New York City. (Photo by Spencer Platt/Getty Images)

Is AI-Driven Market Rally Masking Consumer Pain? Veteran Investor George Noble Flags Historic Gap Between Wall Street And Main Street

Noble said that even as the S&P 500 climbed to an all-time high last week, the consumer sentiment index reached its lowest level in history.

Senstar Technologies to Report Fourth Quarter and Year End 2025 Results on Thursday, April 23, 2026

Senstar Technologies to Report Fourth Quarter and Year End 2025 Results on Thursday, April 23, 2026 Senstar Technologies to Report Fourth Quarter and Year End 2025 Results on Thursday, April 23, 2026...

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

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

<ul class="summary-bullets"><li>Amazon CEO Andy Jassy said the company is well-positioned for the AI upcycle and revealed $15 billion in ARR from cloud AI services and $20 billion in ARR from its chips business.</li><li>AI is a once-in-a-generation technological shift that will transform nearly every customer experience, Jassy said in his annual shareholder letter.</li><li>Stocktwits sentiment for AMZN flipped to ‘bullish’ from ‘bearish.’</li></ul>Amazon.com, Inc. shares gained their most in over four months on Thursday and turned positive for the year after CEO Andy Jassy released his annual shareholder letter.In the 5,000-word letter, Jassy said Amazon’s cloud unit was clocking $15 billion in revenue annually from AI services, revealing the figure for the first time, and defended the company’s $200 billion in capital expenditure for the year.&nbsp;"We're not investing ... on a hunch," Jassy said. "Of the AWS capex we expect ​to spend in 2026, much of which will be monetized in 2027-2028, we already have customer commitments for a substantial portion of it."&nbsp;Jassy described AI as a once-in-a-generation technological shift that will transform nearly every customer experience and have an impact on industries from shopping and entertainment to healthcare and software development. He highlighted that AI would become cheaper over time due to improvements in chip technology and efficiency.Jassy also disclosed that Amazon’s custom chips business had hit an ⁠annualized revenue run-rate of over $20 billion, doubling from the $10 billion disclosed alongside fourth-quarter results.&nbsp;<h2 class="st-heading-2">AMZN Stock’s Four-Day Streak</h2><a href="https://stocktwits.com/symbol/AMZN">Amazon shares</a> gained 5.6% on Thursday. The stock has gained for four straight days, cumulatively over 13%, and is now up 1.2% for the year.&nbsp;Alphabet is the only other Magnificent Seven stock that is in the green for 2026.<h2 class="st-heading-2">Analyst, Retail View On AMZN</h2>After the letter, William Blair added Amazon to its ‘Conviction list,’ a curated set of its highest-confidence stock picks that the firm believes have the strongest potential to outperform over the long term.Building on a stronger defense of the AI strategy in the 2024 letter, this was Jassy's most impactful letter to date, presenting the clearest defense and incremental proof points to support the business's direction, the research firm said in its investor note. The firm maintained its ‘Overweight’ rating.Currently, 64 of the 68 analysts covering the AMZN recommend ‘Buy’ or higher, and four recommend ‘Hold,’ per Koyfin. Their average price target of $281.27 implies a 20% upside from the stock’s last close.On Stocktwits, the retail sentiment for AMZN flipped to ‘bullish’ from ‘bearish.’For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

The logo and lettering of Amazon can be seen on the facade of Amazon Germany's headquarters in Parkstadt Schwabing in Munich (Bavaria). (Photo by Matthias Balk/picture alliance via Getty Images)

AMZN Stock Turns Positive For 2026 On AWS Momentum: Analyst Calls CEO Jassy's Shareholder Letter 'Most Impactful’ Yet

Shares have gained for four straight days, cumulatively over 13%, and are now up 1.2% for the year.

<ul class="summary-bullets"><li>According to Tom Lee,&nbsp; cryptocurrencies, particularly Ethereum, along with energy, large-cap tech, software, and financials, are set to lead the market higher.</li><li>Lee said widespread market repositioning has already occurred during the war, with much of the S&amp;P 500 experiencing rolling declines.</li><li>He warned that an ‘inflation shock’ could still impact markets, with uncertainty around its scale and timing.</li></ul>Bitmine Immersion Technologies (BMNR) Chairman Tom Lee said stocks may be on track to revisit all-time highs, even as he warned that an ‘inflation shock’ could still hit the economy in the months ahead.“I think the bottom is in,” Lee said in an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/video/2026/04/08/tom-lee-the-stock-market-bottom-is-in.html">interview</a> with CNBC. “I think stocks are now in the process to go back to their all-time highs.”When asked how he expects the proposed bull run to play out, Lee said cryptocurrency and Ethereum (ETH) – which is also the altcoin backing Bitmine’s digital asset treasury (DAT) strategy – have been the top-performing assets.&nbsp;<a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> dipped below $2,200 after falling 3.3% in the last 24 hours. On Stocktwits, retail sentiment around Ether remained in ‘neutral’ territory over the past day, accompanied by chatter at ‘high’ levels.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_09_090029_png_02f9c7ad00.webp" alt="Screenshot 2026-04-09 090029.png" width="1258" height="136"><figcaption>ETH retail sentiment and message volume on April 9 as of 9:15 a.m. ET | Source: Stocktwits</figcaption></figure>Meanwhile,&nbsp;<a href="https://stocktwits.com/symbol/BMNR">BMNR’s stock</a> traded flat in pre-market trade, with retail sentiment moving to ‘neutral’ from ‘bearish’ over the past day and chatter staying at ‘low’ levels.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_09_090018_png_e212147d6b.webp" alt="Screenshot 2026-04-09 090018.png" width="1259" height="152"><figcaption>BMNR retail sentiment and message volume on April 9 as of 9:15 a.m. ET | Source: Stocktwits</figcaption></figure>On the equities side, he pointed to energy stocks, the Magnificent 7 , software, and financials to lead the market. In pre-market trade on Thursday, the&nbsp;<a href="https://stocktwits.com/symbol/XLE">Energy Select Sector SPDR Fund (XLE)</a> and the&nbsp;<a href="https://stocktwits.com/symbol/MAGS/">Roundhill Magnificent Seven ETF (MAGS)</a> moved higher, while the&nbsp;<a href="https://stocktwits.com/symbol/IGV/">iShares Expanded Tech-Software Sector ETF (IGV)</a> edged lower.&nbsp;Retail sentiment on Stocktwits around the MAGS on Stocktwits remained in ‘bullish’ territory over the past day, accompanied by ‘normal’ levels of chatter. Meanwhile, retail sentiment around IGV on Stocktwits improved to ‘neutral’ from ‘extremely bearish’ over the past day, and chatter increased to ‘high’ from ‘low’ levels.&nbsp;Retail sentiment around XLE also improved, but only to ‘bearish’ from ‘extremely bearish’ territory. Chatter remained at ‘normal’ levels.&nbsp;<h2 class="st-heading-2">‘Inflation Shock’ Is Still In The Making, Says Tom Lee</h2>Despite his constructive view on equities, Lee cautioned that inflation pressures have not fully worked through the system. “There’s still a shock rippling through the economy,” he said. “I think there’s an inflation shock still coming.”He compared the potential impact to a wave, noting uncertainty around its magnitude and timing. “We just don’t know the amplitude,” Lee said, adding that markets may still need to adjust depending on how the shock develops.According to him, the recent uncertainty caused by the U.S.-Iran war led alot of market repositioning. “Something like 70% of the S&amp;P has been through a rolling bear market. The summer&nbsp;lull&nbsp;won’t be as deep,” Lee stated. The Commerce Department on Thursday <a href="https://stocktwits.com/news-articles/markets/equity/us-pce-index-february-2026-gdp-q4-revision/cZJW3iNRIru">reported</a> that the Personal Consumption Expenditures (PCE) Index, which is the Federal Reserve’s preferred gauge of inflation, moved 2.8% higher in February on an annualized basis, in line with forecasts.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-etf-bleed-continues-msbt-31-million-inflows-fails-to-reverse-trend/cZJWPpiRIr8">Bitcoin ETF Bleed Continues: MSBT Fails To Reverse Flows Despite $31 Million Inflows On Debut</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

FundStrat Global Advisors Managing Partner Tom Lee speaks onstage at Yahoo Finance All Markets Summit on October 25, 2017 in New York City. (Photo by Cindy Ord/Getty Images for Yahoo)

Tom Lee Warns Of ‘Inflation Shock’ But Sees Crypto, Energy, Magnificent 7 On Track To Hit Record Highs

Bitmine chairman Tom Lee told CNBC that the market bottom is in, and stocks are back on track to hit all-time highs after the U.S.-Iran ceasefire. 

Cryptocurrency

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

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

<ul class="summary-bullets"><li>BofA noted that the model launch was ahead of prior press reports and should help enhance Meta's AI capabilities and positioning.</li><li>Still, META shares are 7.1% lower since the start of 2026 and nearly 33% lower than their record high in August last year.</li><li>Stocktwits sentiment for META improved to ‘neutral’ from ‘bearish.’</li></ul>Meta Platforms Inc.’s shares&nbsp;surged 6.5%&nbsp;to nearly four-week highs on Wednesday after it released its first major new AI model in more than a year amid a broader market rebound on the U.S.-Iran ceasefire.Now, Bank of America analysts say&nbsp;<a href="https://stocktwits.com/symbol/META">META stock</a>, which was down 13% year-to-date before Wednesday’s rally, offers a great entry point. BofA analyst Justin Post reiterated a ‘Buy’ rating and $885 price target on the stock following the introduction of Muse Spark, the inaugural LLM from Meta Superintelligence Labs.&nbsp;The target implies a 44.5% upside from the stock’s current level. Meanwhile,&nbsp;Wall Street’s average price target stands at $860.25, according to Koyfin, suggesting a roughly 40% upside.<h2 class="st-heading-2">BofA’s View On META</h2>BofA noted that the model launch was ahead of&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/meta-shares-slip-most-in-4-months-after-reported-ai-model-delay-so-why-is-retail-still-bullish/cZdDNRyRIOB">prior press reports</a> and should help enhance Meta's AI capabilities and positioning. The research firm sees the current valuation as attractive given a large AI opportunity, above industry ad growth, and&nbsp;a&nbsp;strong financial position for AI.The rollout of the model&nbsp;—&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/04/08/meta-debuts-first-major-ai-model-since-14-billion-deal-to-bring-in-alexandr-wang.html">spearheaded</a> by chief AI officer Alexandr Wang, who joined the company in June 2025 and leads Meta Superintelligence Labs — marks a critical moment for Meta as it competes with AI offerings from OpenAI, Anthropic, and Google DeepMind.&nbsp;Wang previously led Scale AI, in which Meta&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/meta-finalizing-15-b-stake-in-scale-ai-taps-alexandr-wang-to-lead-superintelligence-lab/chl7sULRbzv">agreed</a> to purchase a 49% non-voting stake for over $14 billion.In a departure from its previous models, Muse Spark is a closed model that will power Meta’s AI chatbot and other AI features. It is released as a private preview to a few partners via an application programming interface, or API, and at some later point might open-source some versions of the model.<h2 class="st-heading-2">Iran Ceasefire Rally Puts Mag7s In Focus</h2>On Wednesday, Big Tech stocks rose sharply amid gains across the market as a temporary truce between the U.S. and Iran&nbsp;eased investor concerns about a prolonged disruption and elevated energy prices.Still, all “Magnificent Seven” stocks, barring Alphabet, continue to be in the red for the year. Despite Wednesday’s gain, META shares&nbsp;are still 7.1% lower than at the start of 2026 and nearly 33% below their record high&nbsp;hit in August last year.On Stocktwits, retail sentiment&nbsp;for META improved to ‘neutral’ on Wednesday, from ‘bearish’ the previous day, amid high message volume.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

Meta CEO Mark Zuckerberg attends a UFC event on October 04, 2025 in Las Vegas, Nevada. (Photo by Chris Unger/Zuffa LLC)

Time To Buy META Stock? BofA Analyst Sees 44% Upside After Superintelligence Labs Releases Major AI Model Ahead Of Schedule 

Meta released Muse Spark, its first major AI model in more than a year, sending shares up to nearly four-week highs.

Best-Performing ETF Areas of March

March winners were clear -- Shipping, Energy, Commodities & Volatility ETFs surged as war risks, supply shocks, and market swings drove big gains.

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