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Hut 8 Corp. engages in the development and operation of data centers at scale, supporting AI, high-performance computing (HPC), ASIC compute, and other energy-intensive technology applications. It operates through the following segments: Power, Digital Infrastructure, Compute, and Others. The Power segment manages the origination, development, and management of powered land and energy infrastructure. The Digital Infrastructure refers to the development, ownership, and operation of facilities designed to support next-generation, energy-intensive technology application. The Compute segment deals with operating businesses that deploy and monetize compute assets across next-generation energy-intensive technology. The Others segment offers equipment sales and repairs. The company was founded on January 27, 2023 and is headquartered in Miami, FL.

Hut 8 Corp

Hut 8 is drawing attention amid a sharp, volatile pullback alongside bitcoin-mining and AI data-center stocks, as traders debate AI-infrastructure valuations, financing needs and the execution of HUTs data-center pivot ahead of earnings. Bears question its costs and prospects for sustainable profits, while bulls view the selloff as an opportunity and point to the companys longer-term AI and bitcoin exposure.

Starbucks Corp. engages in the production, marketing, and retailing of specialty coffee. It operates through the following segments: North America, International, and Channel Development. The North America segment focuses on the United States and Canada. The International segment is involved in China, Japan, Asia Pacific, Europe, Middle East, Africa, Latin America, and Caribbean. The Channel Development segment includes roasted whole bean and ground coffees, Seattle’s Best Coffee, and Teavana-branded single-serve products. The company was founded by Jerry Baldwin and Howard D. Schultz on November 4, 1985, and is headquartered in Seattle, WA.

Starbucks Corp.

Starbucks Corp

Starbucks quarterly results beat expectations and lifted its full-year outlook, with stronger comparable sales fueling optimism that Brian Niccols Back to Starbucks turnaround is gaining traction. Traders welcomed the signs of improving traffic, while some questioned the valuation and how durable the recovery will be.

Icahn Enterprises LP is a holding company. It operates through the following segments: Investment, Automotive, Energy, Food Packaging, Real Estate, Home Fashion, Pharma, and Holding Company. The Investment segment consists of various private investment funds. The Automotive segment holds ownership in Icahn Automotive Group, LLC. The Energy segment refers to petroleum refining and marketing businesses. The Food Packaging segment involves the production and sale of cellulosic, fibrous, and plastic casings for the processed meat and poultry industry. The Real Estate segment offers rental real estate, property development, and resort activities. The Home Fashion segment deals with manufacturing, sourcing, marketing, distributing, and selling home fashion consumer products. The Pharma segments operate through Vivus, Inc., a specialized pharmaceutical company. The Holding Company segment manages acquisition and investment in operating businesses. The company was founded on February 17, 1987 and is headquartered in Sunny Isles Beach, FL.

Icahn Enterprises L P - Unit

Icahn Enterprises, L.P.

IEP is drawing attention after a sharp selloff that traders say lacks a clear new headline; discussion centers on suspected short-selling and positioning versus concerns about distribution sustainability, losses, and Icahns capital allocation. Some holders point to the CVR Energy stake and high short interest as potential support, while others fear further declines or a distribution cut.

Klarna Group Plc is a global digital bank and flexible payments provider. It operates through an AI-powered payments and commerce network that empowers people to pay smarter, with a mission to be available everywhere, for everything. The company was founded by Gustav Erik Niklas Adalberth, Karl Anders Victor Jacobsson, and Sebastian Marcin Siemiatkowski in 2005 and is headquartered in London, the United Kingdom.

Klarna Group plc

Klarnas prolonged selloff following its earnings and guidance reset dominates the discussion, with traders pointing to a softer German outlook and near-term investment spending. Bulls say the price overlooks growth potential from Apple, JPMorgan and other partnerships, while skeptics remain concerned about profitability and weak momentum.

Carvana Co. is a holding company and an eCommerce platform, which engages in the buying and selling of used cars. The company was founded by Ernest Garcia, III, Benjamin Huston and Ryan Keeton in 2012 and is headquartered in Tempe, AZ.

Carvana Co. - Ordinary Shares - Class A

Carvana Co.

Carvana is drawing attention amid a sharp selloff and repeated new lows, with traders emphasizing persistent selling and weak rebounds. Bears cite higher borrowing costs, consumer-credit and auto-financing concerns, and earnings uncertainty; some traders see scope for a bounce, while fraud and bankruptcy claims remain speculation.

Zscaler, Inc. engages in the provision of a cloud-based internet security platform. It offers Zero Trust Exchange, Zscaler Client Connector, Zscaler Internet Access, Zscaler Private Access, Zscaler B2B, Zscaler Cloud Protection, and Zscaler Digital Experience. The company was founded by Jagtar Singh Chaudhry and K. Kailash in September 2007 and is headquartered in San Jose, CA.

Zscaler Inc

Zscaler is rising with cybersecurity peers as headlines about AI-discovered vulnerabilities revive the view that expanding AI use could increase demand for security products. Traders are cheering the sector-wide momentum and speculating about a short squeeze, while others caution that the rally may be extended.

Amgen, Inc. is a biotechnology company, which engages in the discovery, development, manufacture, and marketing of human therapeutics. The company was founded by William K. Bowes, Jr., Franklin Pitcher Johnson, Jr., George B. Rathmann, and Joseph Rubinfeld on April 8, 1980 and is headquartered in Thousand Oaks, CA.

AMGEN Inc.

Amgens Phase 3 results for IMDELLTRA plus Imfinzi in first-line small-cell lung cancershowing a substantial survival benefitare driving attention and reinforcing optimism about the companys oncology pipeline. Traders also point to Repathas sales growth and broader quarterly momentum, while weighing those strengths against biosimilar competition and a recent pullback.

Chevron Corp. engages in the provision of oil and gas energy solutions. It provides crude oil and natural gas, manufactures transportation fuels, lubricants, petrochemicals, and additives, and develops technologies that enhance business and the industry. It operates through the Upstream and Downstream segments. The Upstream segment consists of the exploration, development, and production of crude oil and natural gas, the liquefaction, transportation, and regasification associated with liquefied natural gas, the transporting of crude oil by major international oil export pipelines, the processing, transporting, storage, and marketing of natural gas, and a gas-to-liquids plant. The Downstream segment consists of the refining of crude oil into petroleum products, the marketing of crude oil and refined products, the transporting of crude oil and refined products by pipeline, marine vessel, motor equipment, and rail car, and the manufacturing and marketing of commodity petrochemicals and plastics for industrial uses and fuel & lubricant additives. The company was founded on September 10, 1879 and is headquartered in Houston, TX.

Chevron Corp.

Chevrons breakout to fresh highs is drawing attention as traders position around its upcoming earnings report and firm crude prices amid supply concerns. The mood is broadly bullish, with calls and momentum setups prominent, though some traders warn that expectations have risen and earnings could test the rally.

Snowflake, Inc. engages in the provision of cloud data warehousing software. The firm offers Data Cloud, an ecosystem where Snowflake customers, partners, data providers, and data consumers can break down data silos and derive value from data. Its platform supports a range of use cases including data warehousing, data lakes, data engineering, data science, data application development, and data sharing. The cloud-native architecture consists of layers across storage, compute, and cloud services. The storage layer ingests structured and semi-structured data to create a unified data record. The compute layer provides dedicated resources to enable users to access common data sets for many use cases without latency. The cloud services layer optimizes each use case's performance requirements with no administration. The company was founded by Marcin Zukowski, Thierry Cruanes, and Benoit Dageville on July 23, 2012 and is headquartered in Menlo Park, CA.

Snowflake Inc

A technical rebound after a sharp selloff has put Snowflakes support level and the durability of the bounce at the center of discussion. Bullish traders point to the companys growth story and are positioning for further recovery, while skeptics caution that the move could fade.

Direxion Shares ETF Trust - Direxion Daily Junior Gold Miners Index Bull 2X ETF

A sharp retreat in gold and junior miners is driving attention to JNUG, a leveraged ETF that magnifies daily moves in junior miners. Traders are split between positioning for further losses and looking for a rebound after the selloff.

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GOOGL Stock Tops Retail Pick Over AMZN, META, MSFT For Next 12 Months – But META Leads Wall Street Upside

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Google-parent Alphabet is planning the largest percentage increase in AI spending, with 2026 capital expenditures projected at roughly $195 billion to $205 billion.


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<ul class="summary-bullets"><li>Alphabet received 36% of the vote in a Stocktwits poll of more than 3,300 respondents, making GOOGL stock the most popular hyperscaler pick for the next 12 months.</li><li>Meta currently offers the highest implied upside based on average analyst price targets, while Alphabet has delivered the strongest trailing one-year stock return among the four companies.</li><li>The four companies are collectively expected to spend nearly $700 billion on AI infrastructure in 2026.</li></ul>Google-parent Alphabet (GOOGL) came out on top in a recent Stocktwits poll asking traders which hyperscaler they're most bullish on over the next 12 months. GOOGL stock&nbsp;<a href="https://stocktwits.com/discussions/which-hyperscaler-are-you-most-bullish-on-for-the-next-12-months-amzn-msft-googl-or-meta/661434149">captured</a> 36% of the vote among more than 3,300 respondents, putting it well ahead of Microsoft (MSFT), which received 22%. Amazon (AMZN) and Meta Platforms (META) tied at 21% each.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_08_13_053506_f5a682237c.png" alt="Screenshot 2026-08-13 053506.png" width="1337" height="1014"><figcaption>Results of an ongoing Stocktwits poll asking traders which hyperscaler they’re betting on for the next 12 months on August 13 as of 6:30 a.m. ET | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/GOOGL">GOOGL stock</a> edged 0.5% higher in pre-market trade, while&nbsp;<a href="https://stocktwits.com/symbol/META">META stock</a> moved 0.6% higher.&nbsp;<a href="https://stocktwits.com/symbol/MSFT">MSFT stock</a> and&nbsp;<a href="https://stocktwits.com/symbol/AMZN">AMZN stock</a> each gained around 0.3% at the time of writing.The poll comes at a time when investors are increasingly focused on the scale of spending required to build AI infrastructure. Alphabet, Microsoft, Amazon and Meta are collectively expected to spend nearly $700 billion on capital expenditures in 2026, raising concerns on Wall Street and among retail traders about the potential pressure on free cash flow.Critics of the AI spending boom, including Michael Burry and ‘Pharma Bro’ Martin Shkreli, have questioned whether the industry can generate sufficient returns to justify the scale of investment.<h2 class="st-heading-2">GOOGL Stock Leads Poll Despite Massive AI Spending Plans</h2>Based on the companies’ latest earnings reports, Alphabet is projecting capital expenditures of roughly $195 billion to $205 billion in 2026, nearly double its estimated $91 billion to $93 billion in 2025.That represents the sharpest percentage increase in spending among the four companies.Amazon is expected to spend around $200 billion in 2026, up from $131 billion in 2025. Microsoft’s capital expenditures are projected to reach roughly $190 billion, compared with $118 billion previously, while Meta expects to spend between $130 billion and $145 billion, up from approximately $72 billion.<h2 class="st-heading-2">Retail Traders Debate Microsoft’s Cash Flow, Meta’s AI Opportunity</h2>Some traders responding to the poll focused on Microsoft’s financial position and ability to fund its AI investments.<stembedurl>https://www.stocktwits.com/ShadowBanningIsBad/message/661445294</stembedurl>Others argued that Meta could have more upside from AI, despite Alphabet’s advantage in computing infrastructure.<stembedurl>https://www.stocktwits.com/Angry_Gamer/message/661449863</stembedurl>On Stocktwits, retail sentiment around Alphabet, Amazon and Microsoft remained in ‘bearish’ territory over the past day, while sentiment around META improved to ‘neutral’ from the ‘bearish’ zone. &nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_08_13_062846_1ea686af13.png" alt="Screenshot 2026-08-13 062846.png" width="1262" height="675"><figcaption>META stock retail sentiment on August 13 as of 6:15 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Meta Leads On Analyst-Implied Upside, Alphabet Has Strongest One-Year Return</h2>META’s stock leads the group when it comes to implied upside based on average analyst price targets compiled by Koyfin, with an average price target of $754.14, implying roughly 30% upside. However, the company has posted the weakest trailing one-year stock performance among the four, with shares down over 26%.Alphabet ranks second, with an average price target of $428.04, implying about 24.6% upside. GOOGL has also delivered the strongest one-year return in the group, gaining nearly 69%.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260813_063130043_5c5e3b7e20.png" alt="koyfin_20260813_063130043.png" width="2400" height="1240"><figcaption>GOOGL, META, AMAZN, MSFT stocks’ price performance over the last 12 months. | Source: Koyfin</figcaption></figure>Amazon’s average price target of $326.07 implies roughly 22% upside, alongside a 20% trailing one-year gain.Microsoft, which finished second in the Stocktwits poll, has the lowest implied upside of the group at 15.38%, based on an average analyst target of $568.14. The stock is down almost 7% over the past year.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-nasdaq-sp500-futures-rising-cpi-fed-crwv-smci-nbis-mu-spcx-stocks/cZoFUP5RJg9">Why Are Nasdaq, S&amp;P 500 Futures Edging Higher Premarket Ahead Of CPI? SPCX, SMCI, CRWV, NBIS, MU Stocks In Focus</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, the Google, Apple, Meta, Amazon and Microsoft (Big Tech) logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Google-parent Alphabet is planning the largest percentage increase in AI spending, with 2026 capital expenditures projected at roughly $195 billion to $205 billion.

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What do you think the S&amp;P 500&#39;s ($SPY) return will be next week?

Current Price	$58.18
Prev Close	$59.03
Open	$58.24
Dividend Yield	N/A
50-Day Moving Average	$59.82
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Avg. Volume	36,993.75
PE Ratio	N/A

52-Week High	$66.62
52-Week Low	$38.72
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