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

Trump Media & Technology Group Corp.

Trump Media & Technology Group is trending as investors react to a geopolitical escalation involving a US-led blockade of Iranian ports and the collapse of recent peace negotiations. Community discourse is highly polarized, with intense debate centered on the administration's foreign policy efficacy, the potential for prolonged economic instability, and widespread mockery of the company's recent social media activity.

Strategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MicroStrategy is currently generating intense debate among traders as they navigate significant volatility, with the community polarized between those betting on institutional accumulation and others warning of risks from persistent share dilution. Traders remain hyper-focused on the stock's role as a leveraged Bitcoin proxy, closely monitoring the interplay between recent capital raises, ongoing institutional inflows, and the broader macro narrative surrounding geopolitical tensions.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir Technologies is currently experiencing high volatility fueled by a rare presidential endorsement on Truth Social and ongoing debates regarding the company's valuation versus its strategic role in military decision-making. Investors are actively split between those betting on a short-term rebound fueled by defense contracts and geopolitical tensions, and those siding with high-profile skeptics who argue the stock remains fundamentally overvalued relative to emerging AI competition.

Ethereum is a global, open-source platform for decentralized applications. In other words, it is a decentralized blockchain platform that enables developers to build and deploy smart contracts and applications without central authority control. Unlike Bitcoin, which primarily functions as digital currency, Ethereum operates as a programmable global computer where developers can create any type of decentralized service.   The platform hosts over $14 billion in DeFi applications with hundreds of thousands of active users across financial protocols, NFT marketplaces, and gaming platforms. Its transition to Proof of Stake in September 2022 reduced energy consumption by over 99%, addressing environmental concerns while strengthening network security.  The network operates through thousands of independent validator nodes that process transactions and execute smart contracts on the Ethereum Virtual Machine. Smart contracts are self-executing programs written in Solidity that automatically carry out agreements when conditions are met, eliminating intermediaries like banks or brokers.   Validators stake ETH as collateral to propose and validate blocks, earning rewards for honest participation while facing penalties for malicious behavior. The EIP-1559 upgrade introduced a dynamic base fee mechanism that burns ETH with each transaction, creating deflationary pressure during high network activity when more ETH is burned than issued to validators.  Vitalik Buterin proposed Ethereum in 2013, but seven co-founders helped build it, including Gavin Wood who created Solidity and the EVM technical specification, and Joseph Lubin who founded ConsenSys. The project launched in July 2015 after raising over $18 million through crowdfunding, quickly becoming the largest blockchain developer community. Major milestones include the 2020 Beacon Chain launch, the 2021 London hard fork implementing fee burning, and the 2022 Merge to Proof of Stake.   Ether (ETH) serves multiple functions: paying transaction fees (gas), staking to secure the network and earn 3-5% annual yields, serving as collateral in DeFi protocols, and purchasing NFTs and digital assets. The asset is increasingly adopted by traditional institutions, with publicly traded companies adding ETH to corporate treasuries to generate staking yields while maintaining blockchain exposure, and in 2024, the SEC approved spot Ethereum ETFs, allowing traditional investors to gain exposure through conventional brokerage accounts.  Ethereum's roadmap focuses on dramatically increasing transaction capacity to over 100,000 per second, reducing confirmation times, and enhancing decentralization while maintaining security against future threats like quantum computing.

Ethereum

Ethereum is trending as traders debate its role in global geopolitical settlements and institutional portfolio shifts amid ongoing Middle East tensions. The community is sharply divided, with bulls pointing to ETF inflows and potential usage in cross-border trade, while bears highlight bearish technical indicators and the volatility caused by unpredictable macroeconomic news cycles.

Tidal Trust III - VistaShares Artificial Intelligence Supercycle ETF

VistaShares Artificial Intelligence Supercycle ETF

The VistaShares Artificial Intelligence Supercycle ETF is gaining traction as community members actively discuss its potential to capture long-term growth from data center expansion and key AI infrastructure players. Investors are closely monitoring the fund's price action as they debate its ability to serve as a core portfolio holding during the ongoing AI market cycle.

Lightwave Logic, Inc. is a development stage company which engages in the commercialization of electro-optic photonic devices. The firm offers the P2ICTM technology platform which uses in-house proprietary organic polymers. Its products include electro-optical modulation devices and proprietary polymer photonic integrated circuits. The company was founded on June 24, 1997 and is headquartered in Englewood, CO.

Lightwave Logic Inc

Lightwave Logic is trending as investors aggressively speculate on the company's electro-optic polymer technology, Perkinamine, which is being viewed as a potential game-changer for AI data center scalability and power efficiency. Community discussion is currently fixated on the company's recent strategic foundry partnerships and the highly anticipated transition from R&D development to formal high-volume production milestones, with significant retail and institutional interest driving volatility.

TON (The Open Network) is a general-purpose&nbsp;blockchain that allows developers to build decentralized apps and tokens.

Toncoin

Toncoin is currently seeing significant community interest following its integration with major trading platforms and the expansion of its real-world utility within the Telegram ecosystem. Investors are actively debating the long-term potential of the network's infrastructure upgrades and staking rewards, while others express skepticism regarding whale accumulation patterns and the overall stability of the broader crypto landscape.

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

Ripple

The XRP community is currently polarized between optimistic investors awaiting a regulatory breakthrough via the Clarity Act and frustrated traders who view the asset as stagnant or prone to manipulation. While some focus on long-term institutional adoption and stablecoin utility, others are actively debating whether the token is a viable investment or a speculative trap caught in broader market volatility.

RaveDAO is a global community uniting music, technology, and purpose. Since their first sold-out event at Dubai 2024, they have expanded across Europe, the Middle East, North America, and Asia, hosting world-class experiences with over 100,000 total attendees and 3,000+ attendees for each event.  RaveDAO has worked with top-tier artists like Vintage Culture, Don Diablo, Chris Avantgarde, Lilly Palmer, MORTEN, Bassjackers, and GENESI and has support from Binance, OKX, Bitget, and Polygon. RaveDAO is redefining live entertainment in Web3 and has active partnerships with 1001Tracklists, AMF, and Warner Music.  Beyond the dance floor, RaveDAO channels energy and attention toward impact. In 2025 alone, proceeds from its events helped restore sight to 400+ cataract patients in Nepal and fund over 150 meditation programs across the U.S.

RaveDAO

RaveDAO is seeing massive investor activity fueled by speculation around potential corporate partnerships and its integration into a new expansion with World Liberty Financial. While some participants are actively trading the volatility and cheering the record highs, others in the community are warning of a potential pump-and-dump scheme, leading to heated debates between long-term proponents and skeptical short-sellers.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is seeing significant volatility and intense community discussion following a major expansion of its cloud infrastructure deal with Meta and a new multi-year partnership with Anthropic. While some investors are bullish on the company's long-term growth and dominant position in the AI compute space, others are voicing concerns regarding the simultaneous announcement of a large convertible debt offering and ongoing dilution fears.

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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.

Equity

<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.

4 Top-Performing Sector ETFs of Q1 2026

Q1 2026's top sectors are in  -- Energy, Telecom, and Space led the rally as disruption, 5G growth, and IPO buzz powered standout ETF gains.

<ul class="summary-bullets"><li>Apple has informed certain component suppliers about a stretched timeline.</li><li>Meanwhile, a Chinese court has rejected Apple’s request to invalidate the AI patents for Xiao-I’s AI, which in 2020 sued the iPhone maker for infringement of its Siri voice assistant.</li><li>Stocktwits sentiment for AAPL shifted to ‘extremely bullish’ from ‘bullish.’</li></ul>Apple, Inc. is reportedly encountering engineering hurdles in developing its first foldable iPhone, which could push back mass production and shipments by several months. Still, the stock remains in the green this week, and retail investors turned more bullish ahead of the second-quarter report.The foldable iPhone issues are taking longer to resolve than Apple had anticipated, Nikkei Asia reported Tuesday, citing multiple sources familiar with the matter. The Cupertino-based company has even notified a few component suppliers of a possible delay in the component production schedule for the foldable iPhone."It's true that more issues than expected have emerged during ​the early test production phase, and ​additional time will be needed to resolve them and ‌make ⁠necessary adjustments," the report&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://asia.nikkei.com/spotlight/supply-chain/foldable-iphone-hits-engineering-snags-shipment-delays-possible-sources">said</a>, quoting one source familiar with the matter.<h2 class="st-heading-2">Apple’s China Patent Suit Blow</h2>The development comes close on the heels of Apple suffering an unfavorable patent ruling in China. Last week, the Supreme People’s Court&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/aixi-stock-pre-market-surge-50-dma-apple-patent-infringement-update/cZJ4j3eRIo6">rejected</a> Apple’s request to invalidate Xiao-I’s AI patents, according to the Chinese company.&nbsp;The development pertains to a 2020 $1.4 billion lawsuit by Xiao-I alleging that Apple’s Siri voice assistant infringed its patents, which is ongoing.<h2 class="st-heading-2">Apple’s Foldable iPhone Plan</h2>Previously, Apple reportedly pushed back production of the standard iPhone model to early 2027 to prioritize premium models, including foldable iPhones, and to better allocate constrained supplies of memory chips and other key resources.While Apple has not officially revealed details about a foldable phone, reports over the past two years have consistently indicated that the device is in development, even as timelines have shifted. More recent reports suggest Apple is targeting a debut during its fall 2026 launch cycle.Foldable phones are complex and have received mixed responses from customers. The crease on the screen where the phone folds, the durability of the hinges, and pricing have been points of concern. Last month, Samsung said it would&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-03-17/samsung-to-stop-selling-2-899-trifold-phone-after-three-months">discontinue</a> its $2,899 Galaxy Z TriFold smartphone after roughly three months on the market, as a steep price tag deterred most buyers and relegated it to a niche product.Apple has planned to initially produce about 7 million to 8 million foldable iPhones, according to Nikkei Asia's supply chain checks with industry managers and market experts. The device accounts for less than 10% of Apple's initial planned production volume for this year's new lineup.Apple has already released a string of new devices this year, including the budget-friendly iPhone 17e and the $599 MacBook Neo, which Bank of America said on Monday was Apple’s first real push into lower-end PC consumers and could result in "a meaningful tailwind” for revenue.&nbsp;The research firm reiterated its ‘Buy’ rating on AAPL and a $320 price target (27% upside from last close), citing multiple catalysts, including AI at the edge, the launch of a foldable iPhone, and strong capital returns.<h2 class="st-heading-2">iPhone 17s Set High Bar</h2>The company’s iPhone 17 line has been hugely popular, with sales up 23.3% to a record $85.3 billion last quarter, the strongest since the September quarter of 2021.&nbsp;The performance, reported in January, along with the company’s relatively modest capital spending outlook, has supported AAPL stock in recent months as investors rotated funds out of tech companies.<h2 class="st-heading-2">Retail’s View On AAPL</h2><a href="https://stocktwits.com/symbol/AAPL">AAPL shares</a> are down 4.7% year-to-date, compared to the 4.1% drop in the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust Series 1 (QQQ)</a> and an 11.5% decline in the&nbsp;<a href="https://stocktwits.com/symbol/MAGS">Roundhill Magnificent Seven ETF (MAGS)</a>. The stock, along with Google, has weathered this year’s shaky market better than most of its ‘Mag 7’ peers and still trades at an attractive 30x forward multiple.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_07_at_11_57_27_AM_png_25f61c67c1.webp" alt="Screenshot 2026-04-07 at 11.57.27 AM.png" width="564" height="84"><figcaption>AAPL sentiment and message volume as of April 7 | Source: Stocktwits</figcaption></figure>On Stocktwits, retail sentiment shifted to ‘extremely bullish’ early Tuesday, compared to ‘bullish’ the previous day. The sentiment reading has climbed gradually over the past two weeks. Meanwhile, 30-day message volume for the ticker has increased 375%, signaling renewed interest in the stock.Apple is set to report fiscal second-quarter results on April 30.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/zspc-rdgt-jtai-stocks-hit-52-week-lows-what-s-driving-the-selloff/cZJJhwwRIYy">ZSPC, RDGT, JTAI Stocks Hit 52-Week Lows: What's Driving The Selloff?</a>

A pedestrian looks at a smartphone while walking past an Apple Store featuring an iPhone 17 Pro advertisement inside a shopping mall in Shenzhen, China. (Photo by Cheng Xin/Getty Images)

Apple’s Double Whammy This Week: Foldable iPhone Delays And Chinese AI Patent Setback — But Retail Stays Bullish

Apple is reportedly facing engineering hurdles in developing its first foldable iPhone, which could push back the shipment timeline, Nikkei reported.

Best-Performing Leveraged ETFs of Q1 2026

Oil shock and Iran war reshaped Q1, sending some leveraged energy ETFs soaring.



ETF Winners & Losers of Q1 2026

Iran war reshaped Q1 markets: energy, shipping & lithium ETFs surged while tech and airlines lagged as inflation fears and oil shocks rattled sentiment.



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