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Invesco QQQ Trust Series 1

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

Sellas Life Sciences is seeing significant retail and institutional interest as community members track the 80th clinical event in the REGAL trial, viewing it as the critical catalyst for potential acquisition or data-driven gains. Traders are actively debating the timing of upcoming conference presentations while closely monitoring heavy institutional buying and high short interest, fueling a intense speculative environment surrounding the companys dual oncology platforms.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce is facing a significant sell-off as investors grapple with sector-wide rotation away from legacy SaaS, despite the company's aggressive stock buyback program and integration of Agentforce AI. While some community members view the current valuation as an extreme discount for a free cash flow generator, others remain wary of long-term disruption risks and persistent bearish momentum in the software space.

Compass Pathways Plc is a biotechnology company, which provides mental health care services. It focuses on improving the lives of those who are suffering with mental health challenges and who are not helped by current treatments. The company was founded by Goldsmith George Jay and Malievskaia Ekaterina in 2016 and is headquartered in London, the United Kingdom.

Compass Pathways Plc - ADR

COMPASS Pathways

COMPASS Pathways is trending as investors react to a new executive order aimed at fast-tracking psychedelic drug research and streamlining regulatory reviews through priority vouchers. The community is actively discussing the stock's role as a potential first-mover in the treatment-resistant depression market, with many focused on the upcoming release of pivotal trial data and speculation regarding long-term acquisition interest from major pharmaceutical players.

Redwire Corp. manufactures and supplies space equipment. It offers critical space solutions and reliability components for the next generation space economy with IP for solar power generation and in-space 3D printing and manufacturing. It assists its customers in solving challenges of future space missions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

Redwire is gaining momentum as investors position themselves ahead of the SpaceX IPO, with community sentiment fueled by the company's role as a key infrastructure provider in the space sector. Discussion is centered on its record-breaking contract backlog and potential synergy with upcoming orbital data center projects, driving a surge in institutional interest and trading volume.

T1 Energy, Inc. engages in developing battery solutions. It focuses on energy storage systems and commercial mobility. The company was founded by Tom Einar Jensen, Peter Matrai, and Tore Ivar Slettemoen on August 31, 2023 and is headquartered in Austin, TX.

T1 Energy Inc.

T1 Energy is currently trending as investors closely monitor its transition into a significant U.S. solar manufacturing player, fueled by optimism around domestic production capacity and data-center power demand. The community is actively debating the company's long-term potential versus short-term volatility, with many focusing on whether recent earnings reports and management's expansion plans provide enough momentum to sustain a re-rating in price.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike Inc is experiencing intense selling pressure, with the stock trading at multi-year lows as market participants express deep skepticism over its turnaround efforts, leadership, and loss of market share. While some retail traders are betting on a recovery fueled by upcoming catalysts like the World Cup and potential tariff relief, many others are aggressively shorting the name, citing concerns over inventory, declining demand, and a perceived loss of brand resonance.

Baidu, Inc. engages in the provision of internet search and online marketing solutions. The firm’s products and services include Baidu App, Baidu Search, Baidu Feed, Haokan, Quanmin, Baidu Post Bar, Baidu Knows, Baidu Encyclopedia, Baidu Input Method Editor or Baidu IME, Baidu AI Cloud and Overseas Products. It operates through the following segments: Baidu Core and iQIYI. The Baidu Core segment provides search-based, feed-based, and other online marketing services. The iQiyi segment is an online entertainment service provider, which offers original, professionally produced and partner-generated content on its platform. The company was founded by Yanhong Li and Xu Yong on January 18, 2000 and is headquartered in Beijing, China.

Baidu Inc - ADR

Baidu is currently a primary focus for investors as the company aggressively pivots toward AI-driven revenue, with strong community sentiment centered on the growth of its AI cloud infrastructure and autonomous driving division. While some market participants express caution regarding legacy ad business performance and macroeconomic tensions, bulls are actively tracking the potential of Baidu's in-house AI chips and agentic AI platforms to catalyze a significant re-rating of the stock.

CleanSpark, Inc. is a bitcoin mining technology company, which engages in the management of data centers. Its operations include College Park, Norcross, Washington, Sandersville, Dalton, and Massena. The company was founded by S. Matthew Schultz and Bryan Huber on October 15, 1987 and is headquartered in Henderson, NV.

Cleanspark Inc

Cleanspark Inc. is currently a focal point for investors as it navigates a transition from pure Bitcoin mining toward AI infrastructure, with community discourse heavily split between optimism over its 1.8GW power portfolio and frustration over the delay in announcing expected hyperscaler data center deals. Investors are closely tracking upcoming earnings for clear guidance on the AI strategy and potential management accountability, while high short interest continues to fuel intense debate regarding the stock's future volatility and squeeze potential.

Ford Motor Co. engages in the manufacture, distribution, and sale of automobiles. It operates through the following segments: Ford Blue, Ford Model E, Ford Pro, Ford Credit, and Corporate Other. The Ford Blue, Ford Model E, and Ford Pro segment includes the sale of Ford and Lincoln vehicles, service parts, and accessories, together with the associated costs to develop, manufacture, distribute, and service the vehicles, parts, and accessories. The Ford Credit segment consists of the Ford Credit business on a consolidated basis, which is primarily vehicle-related financing and leasing activities. The Corporate Other segment refers to corporate governance expenses, past service pension and OPEB income and expense, interest income and gains and losses from cash, cash equivalents, and marketable securities, and foreign exchange derivatives gains, and losses associated with intercompany lending. The company was founded by Henry Ford on June 16, 1903 and is headquartered in Dearborn, MI.

Ford Motor Co.

Ford Motor Co

Ford is trending due to the launch of 'Ford Energy,' a new subsidiary focusing on battery energy-storage systems for data centers, utilities, and industrial customers to capture growing AI-driven power demand. Community members are actively debating the potential valuation re-rating from an automaker to an AI infrastructure play, while others remain cautious given past recalls and the volatile nature of the company's previous strategic pivots.

LiveRamp Holdings, Inc. is a global technology company, which engages in the provision of a data collaboration platform in consumer privacy, data ethics, and foundational identity. The company was founded in 1969 and is headquartered in San Francisco, CA.

LiveRamp Holdings Inc

LiveRamp is trending following an acquisition agreement by Publicis, a move that the investment community is analyzing as a significant shift toward agency-owned data infrastructure. While some investors are debating the deal's valuation and the resulting arbitrage opportunities, many are actively discussing the broader implications for the ad-tech landscape and the impact on long-term shareholders.

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MARA Barely Moves Since Missing Q1 Earnings & Revenue Estimates

Marathon Digital misses Q1 estimates as lower bitcoin prices, rising costs and digital asset losses weigh on results, widening quarterly losses.

Strategy Faces Fair-Value Pressure: Will it Hurt Stability Ahead?

MSTR faces rising earnings pressure as fair-value accounting and Bitcoin volatility drive massive unrealized losses and balance-sheet risks.

<ul class="summary-bullets"><li>Coinbase was the most frequently traded crypto stock in the filing, appearing in nine separate transactions.</li><li>Strategy, MARA Holdings, Robinhood, Block, and SoFi Technologies were also included among the crypto-related holdings.</li><li>The trades occurred during the same quarter the Trump administration was working on the Digital Asset Market CLARITY Act.</li></ul>President Donald Trump's family trust made roughly 50 trades across eight crypto-linked companies, including Coinbase (COIN), Strategy (MSTR) and MARA Holdings (MARA) in the first quarter of 2026 while the Trump administration was hammering out the Digital Asset Market CLARITY Act.The financial disclosure&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://extapps2.oge.gov/201/Presiden.nsf/PAS+Index/405E4EC4E27BE8D185258DF7002DD1C0/$FILE/Trump%2C%20Donald%20J.-05.08.2026-278T(2).pdf">filed</a> with the U.S. Office of Government Ethics (OGE) on Tuesday covers 3,642 total trades across 2,000 different entities, valued between $220 million and $750 million.&nbsp;Crypto-linked trades only accounted for an estimated $1.5 million to $3.8 million of that total. Nvidia (NVDA), Microsoft (MSTR), Oracle (ORCL), and Boeing (BA) positions were each valued in the $1 million to $5 million range — well above the crypto-linked purchases.&nbsp;However, the trades took place during the same quarter the Trump administration was attempting to push the Digital Asset Market CLARITY Act. The Senate Banking Committee voted 15-9 on Thursday to&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/coin-stock-hits-three-month-high-after-senate-advances-clarity-act/cZX1UGgReS4">advance the CLARITY Act</a> toward a full Senate floor vote, triggering a broad rally across crypto-linked equities.&nbsp;<h2 class="st-heading-2">Trump Family’s Crypto Equity Exposure</h2>Coinbase was the most frequently traded crypto stock in the filing, appearing in nine separate transactions. The largest single purchase occurred on February 10, valued between $100,001 and $250,000.&nbsp;<a href="https://stocktwits.com/symbol/COIN">COIN’s stock</a> fell over 6.5% in morning trade amid broader weakness in the market. Retail sentiment on Stocktwits around the Brian Armstrong-led company trended in ‘bullish’ territory over the past day, accompanied by ‘high’ levels of chatter.&nbsp;Robinhood was also among the holdings, with positions valued between $100,000 and $250,000.&nbsp;<a href="https://stocktwits.com/symbol/HOOD/">HOOD’s stock</a> dropped over 4.5% in morning trade, with retail sentiment in the ‘bearish’ zone, and chatter at ‘low’ levels.&nbsp;Strategy, the Michael Saylor-led firm that holds over 818,000 BTC on its balance sheet, appeared eight times in the filing, with the largest buy on February 12 coming in between $50,001 and $100,000. On Friday, the firm&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/is-michael-saylor-selling-bitcoin-mstr-announces-1-5-b-debt-buyback/cZXlykBRejZ">filed</a> to buyback $1.5 billion of its convertible debt.<a href="https://stocktwits.com/symbol/MSTR/">MSTR’s stock</a> tumbled over 6% in morning trade, with retail sentiment improving to ‘neutral’ from ‘bearish’ territory over the past day. Chatter increased to ‘normal’ from ‘low’ levels.&nbsp;The trust also picked up two MARA Holdings positions during the quarter, with each transaction valued below $50,000.&nbsp;<a href="https://stocktwits.com/symbol/MARA">MARA’s stock</a> plummeted 7.6% in morning trade. Retail sentiment remained in the ‘bullish’ zone, with high chatter at ‘high’ levels.&nbsp;<a href="https://stocktwits.com/symbol/XYZ">Block (XYZ)</a>, and&nbsp;<a href="https://stocktwits.com/symbol/XYZ">SoFi Technologies (SOFI)</a> rounded out the crypto-adjacent positions. The filing does not attribute individual trades to specific family members. It covers transactions by Trump, First Lady Melania Trump, and dependent children.<h2 class="st-heading-2">The CLARITY Act Ethics Issue</h2>The filing came amid&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/trump-crypto-fortune-surpasses-mar-a-lago-djt-stakes-amid-clarity-act/cZXX1iBRein">growing scrutiny</a> over the Trump family's broader crypto interests.&nbsp;<a href="https://stocktwits.com/symbol/WLFI.X">World Liberty Financial (WLFI)</a>, the Trump-backed DeFi project, reportedly added an estimated $660 million to the family's fortune following previously undisclosed token sales. It is worth more than the family’s stake in&nbsp;<a href="http://stocktwits.com/symbol/DJT">Trump Media and Technologies (DJT)</a> or the Mar-a-Lago resort.WLFI also launched the&nbsp;<a href="https://stocktwits.com/coins/usd1-wlfi">USD One (USD1)</a> stablecoin last year, which sits directly in the path of the GENIUS Act's regulatory scope.During the CLARITY Act vote by the Senate Banking Committee, one of the primary sticking points was that the bill did not include an ethics ethics provision restricting senior federal officials from profiting off crypto ventures while in office. Most democrats stated that the issue would need to be resolved to secure their alignment before the full Senate floor vote.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/xrp-bnb-outperform-bitcoin-after-clarity-act-clears-senate-committee/cZXlw7NRejg">XRP, BNB Outperform Bitcoin After CLARITY Act Clears Senate Banking Committee</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

President Trump Returns To Washington From Florida On Sunday. (Photo by Roberto Schmidt/Getty Images)

Trump Trust Bought Into COIN, MSTR, MARA Stocks In Q1 — The Same Quarter His Administration Pushed Pro-Crypto Legislation

President Donald Trump's family trust made roughly 50 trades across eight crypto-linked companies, including Coinbase (COIN), Strategy (MSTR) and MARA Holdings (MARA) in the first quarter of 2026 while the Trump administration was hammering out the Digita

Trump Family Trust Made Dozens Of Crypto Stock Trades During CLARITY Act Push

Cryptocurrency

President Donald Trump’s family trust disclosed nearly 50 trades across crypto-linked companies during the first quarter of 2026.

<ul class="summary-bullets"><li>MARA CEO Fred Thiel said in an interview with Bloomberg TV that the company’s AI infrastructure expansion will follow a ‘build-to-suit’ model.</li><li>Thiel added that Google, Microsoft, AWS, and Anthropic would all require different AI infrastructure specifications.</li><li>He reiterated that MARA is expected to announce one or two AI-related leasing deals before the end of the year.</li></ul>Marathon Holdings (MARA) CEO Fred Thiel reportedly said on Wednesday that the company’s AI data center push will follow the ‘build-to-suit’ model and reiterated one or two deals may be announced by the end of the year.&nbsp;In an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=iEpJwprxDdk">interview</a>&nbsp;with Bloomberg TV, Thiel said the company will not commit capital to construction projects until tenants are signed. “We don't build in advance of having a tenant signed,” Thiel said. “We're not going to go spend the capex like some of our peers have done in advance of having a tenant.”He added that MARA has not signed any AI-related leases yet, but discussions are active across roughly 90% of the company’s portfolio. “Our expectation is we’ll announce one or two leases by the end of this year,” Thiel stated.<a href="https://stocktwits.com/symbol/MARA/">MARA’s stock</a> edged 0.2% higher in morning trade. Retail sentiment on Stocktwits around the Bitcoin (BTC) miner, currently pivoting toward data center infrastructure, trended in ‘bullish’ territory over the past day, accompanied by ‘high’ levels of chatter.<h2 class="st-heading-2">MARA Takes Tenant-First Approach To AI Infrastructure</h2>According to Thiel, prospective customers, including hyperscalers and cloud providers, all require different infrastructure configurations, making speculative construction inefficient.“If Google’s a tenant, they have a particular spec. Microsoft may have a different spec. AWS, Anthropic, whomever — they all have different specs for what they want,” he said. “So for us, it’s all built to suit.”Thiel also pointed to MARA’s&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mara-holdings-stock-rallies-despite-caution-from-analysts-around-ai-pivot/cZTcA5VRITs">partnership with Starwood</a> as a competitive advantage, citing the firm’s experience building and operating large-scale data centers for major technology companies. The firm also announced a&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/mara-stock-jumps-on-1-5-billion-long-ridge-deal-in-shift-beyond-btc/cZBMfXbRe4q">$1.5 billion acquisition</a> of Long Ridge Energy &amp; Power last month.<h2 class="st-heading-2">Thiel Says MARA Has Power Advantage In AI Race</h2>MARA announced that it would expand beyond Bitcoin mining in 2024 and pivoted towards power generation for AI in 2025. Thiel noted that the company currently controls roughly 1.1 gigawatts (GW) of energized capacity, giving it an advantage in a market where AI companies are scrambling for electricity to support compute-heavy workloads.“The key gating item in the AI industry today is availability of power,” Thiel said. “If you don't have power where you can plug compute in, you don't have sales.” Thiel added that MARA’s sites already have land and power infrastructure in place, allowing tenants to move more quickly than if they were starting from scratch elsewhere.He estimated that once permits and construction are completed, tenants could be operational within 18 to 24 months.MARA’s stock has gained nearly 40% this year, but has fallen over 20% in the last 12 months.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/ppi-inflation-triples-btc-wobbles-near-80-k-after-63-million-wipeout/cZXLkx2Re0x">Bitcoin Slips Below $80K After PPI Data Triples Forecast, Adding To Inflation Fears</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

In this photo illustration, the Marathon Digital Holdings (MARA) logo is displayed on a smartphone screen.

MARA Won’t Spend On AI Builds Without Signed Tenants, Says CEO – AI Deals Could Arrive By Year-End

MARA CEO Fred Thiel stated that the company will not spend capital on construction projects before securing signed tenants.

MARA CEO Says Google, Microsoft, AWS Would Get Custom AI Data Centers Under Company’s ‘Build-To-Suit’ Strategy

<ul class="summary-bullets"><li>Reports net loss of $1.52 per share against expectations of $0.42 per share.&nbsp;</li><li>Revenue came in at $136.4 million, missing estimates of $154.3 million.</li><li>12 analysts rate the stock ‘buy’ or higher, as per Koyfin data.</li></ul>CleanSpark (CLSK) stock dropped 11% after-hours on Monday after the crypto mining stock’s second quarter (Q2) losses widened, and revenue dropped as rising geopolitical uncertainty wreaked havoc across riskier assets.&nbsp;Bitcoin miner CleanSpark saw its net losses widen sharply to $1.52 per share, well above analysts' $ 0.42-per-share estimate, during its fiscal second quarter after recording more than $200 million in losses tied to its bitcoin holdings.CleanSpark reported a net loss of $378.3 million for the second quarter of 2026, up from $138.8 million in the same period a year ago, a 173% increase year-on-year. That included a $224.1 million loss on its bitcoin holdings. The company said it held $925.2 million worth of BTC at the end of the quarter.The price of Bitcoin dropped about 22% from December to March 2026, owing to escalating geopolitical tensions between the U.S., Iran, and Israel, high inflation stoking interest rate fears, and the leadership transition at the U.S. Federal Reserve, with Kevin Warsh widely seen as leaning toward the ‘hawkish’ side.&nbsp;CleanSpark said its Bitcoin mining revenue came in at $136.4 million in the quarter, a 25% decrease from $181.7 million a year earlier.&nbsp;<h2 class="st-heading-2">CLSK AI Strategy And Institutional Interest</h2>CleanSpark earlier today disclosed that the State of New Jersey Common Pension Fund D acquired a $2.02 million stake in the firm, introducing fresh institutional demand and improving equity liquidity.&nbsp;The company also mentioned it has accelerated its digital infrastructure across land and power development, with ERCOT approval of 300 MW in Brazoria. Leasing activities saw further progress in Georgia and beyond while the firm continues to develop a new land parcel in Sandersville.&nbsp;"Our objectives are clear: commercialize our AI/HPC-applicable assets, grow the portfolio, and continue mining efficiently to power CleanSpark's transformation," Matt Schultz, CEO and Chairman of CleanSpark.&nbsp;&nbsp;<h2 class="st-heading-2">CLSK Bitcoin Holdings&nbsp;</h2>CLSK said it mined 658 Bitcoin in March at an average operating hashrate of 47.3 EH/s. It ended March with 13,561 Bitcoin. After the quarter closed, CleanSpark reported April production of 640 Bitcoin.&nbsp;The company averaged 21.33 Bitcoin per day during the month, with an operational hashrate of 50.0 EH/s and 808 megawatts of utilized power. Its total Bitcoin holdings stood at 13,453 BTC as of April 30.The worth of the Bitcoins at the end of the quarter was $925.2 million.&nbsp;<h2 class="st-heading-2">CLSK Retail View&nbsp;</h2>Retail sentiment on Stocktwits was “extremely high” with “extremely high” message volumes.&nbsp;One user was skeptical of the management plans, saying they did not align with high-beta names like IREN.<stembedurl>https://stocktwits.com/DipBuyer8/message/653023438</stembedurl>The stock has gained 41% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the CleanSpark logo is seen displayed on a smartphone and in the background. (Photo Illustration by Avishek Das/SOPA Images/LightRocket via Getty Images)

CLSK Stock Tumbles After Flagging Over $200M Loss In Bitcoin Holdings

CleanSpark reported a 173% year-on-year jump in second quarter (Q2) loss.

Equity

<ul class="summary-bullets"><li>MARA reported a net loss of $3.31 per share against expectations of $2.34 per share.</li><li>Reports unrealized losses tied to its 38,689 bitcoin holdings.</li><li>Energy cost per bitcoin was $40,047 in Q1 2026, up from $35,728 in Q1 2025.&nbsp;</li></ul>MARA Holdings (MARA) stock dropped 4% after-hours after the bitcoin miner reported an 18% drop in revenue and higher-than-expected losses as investments in power and AI data centers did little to offset harsh bitcoin mining economics.&nbsp;For the quarter ended March 31, 2026, MARA reported an adjusted net loss of $1.3 billion, or $3.31 per diluted share, against analyst expectations of an adjusted loss of $2.24 per share.The miner reported a net loss of $533.4 million, or $1.55 per share, in the same period last year.&nbsp;The wider loss was primarily driven by a $1 billion unfavorable mark-to-market adjustment on its bitcoin holdings, following a 22% decline in the price of the digital asset during the quarter.&nbsp;Total revenue for the quarter fell 18% to $174.6 million, down from $213.9 million in the prior-year period, with the crypto mining company attributing the decline largely to an 18% decrease in the average price of bitcoin and a slight dip in total bitcoin production.&nbsp;Geopolitical conflicts in Iran, persistent inflation, higher-for-longer interest rates, and a general risk-off institutional investor mindset pushed bitcoin prices lower in the first three months of this year.&nbsp;<h2 class="st-heading-2">MARA’s AI Pivot</h2>The company’s AI pivot is anchored by its joint venture with Starwood and the acquisition of a majority stake in Exaion. While the Starwood joint venture addresses the large-scale, hyperscale end of the AI infrastructure market, Exaion addresses a different but complementary segment, which is sovereign, enterprise, and private cloud AI compute.&nbsp;Despite the financial headwinds, MARA Chairman and CEO Fred Thiel characterized the period as a "redefining quarter". The company is aggressively moving beyond its roots as a pure-play bitcoin miner to become a leader in digital infrastructure, specifically targeting high-performance computing (HPC) and artificial intelligence (AI) workloads.&nbsp;“We believe the next phase of digital infrastructure value creation will be shaped by control of power," Thiel said in a letter to shareholders, noting that AI adoption is currently outstripping the available power supply.&nbsp;MARA announced the acquisition of Long Ridge Energy &amp; Power, which includes a 505 MW power plant and 1,600 acres of land for a premier data center campus in its effort to make the shift to AI data centers.&nbsp;“Power is the most important input, and we want to deploy it across the highest-value applications. That includes AI and high-performance computing, critical IT infrastructure, and flexible compute, including Bitcoin mining,” added Thiel.&nbsp;<h2 class="st-heading-2">…But Bitcoin Mining Remains Its Core&nbsp;</h2>MARA terms bitcoin mining as its legacy business and the operational foundation on which it intends to build its future.&nbsp;“We continue to believe the broader bitcoin market is supported by institutional demand, while retail participation remains comparatively subdued,” added Thiel. “In our view, that creates a constructive setup over time, with a bias to the upside if institutional buying continues and retail demand returns.”<h2 class="st-heading-2">MARA Retail View</h2>Retail sentiment on Stocktwits was “bullish” with “high” message volumes.&nbsp;One user noted that MARA’s shift from a bitcoin miner to an AI infrastructure provider will lead to more deals signed this year.<stembedurl>https://stocktwits.com/Lizette1/message/653014559</stembedurl>The stock has jumped 49% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

MARA Stock Drops As AI Expansion Plans Fail To Calm Bloated Net Loss

MARA reported first-quarter (Q1) revenue of $174.6 million, 18% lower than the same quarter last year. 

Marathon Digital Holdings, Inc. (MARA) Reports Q1 Loss, Misses Revenue Estimates

Marathon Digital (MARA) delivered earnings and revenue surprises of -32.61% and -9.38%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

<ul class="summary-bullets"><li>Retail sentiment on Stocktwits improved for MARA, while enthusiasm around CLSK cooled following last week’s rally in AI-linked Bitcoin miner stocks.</li><li>Wall Street expects MARA to report a quarterly loss of $0.77 per share on $202 million in revenue, while CLSK is expected to post a $1.32 per-share loss on $181 million in revenue.</li><li>Investors are increasingly focusing on Bitcoin miners’ transition toward AI infrastructure and high-performance computing data centers rather than crypto mining alone.</li></ul>MARA Holdings (MARA) and CleanSpark (CLSK), both Bitcoin (BTC) miners pivoting to data center infrastructure, are set to report their first-quarter earnings after the bell on Monday, but their shares were moving in opposite directions in early morning trade.<a href="https://stocktwits.com/symbol/MARA">MARA’s stock</a> edged almost 1% higher in pre-market trade, while&nbsp;<a href="https://stocktwits.com/symbol/CLSK">CLSK’s stock</a> moved 0.50% lower. One saw retail sentiment improve on Stocktwits over the past day, while the other saw it weaken ahead of the first-quarter print.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_11_074210_png_61f98c0c51.webp" alt="Screenshot 2026-05-11 074210.png" width="1246" height="122"><figcaption>MARA retail sentiment and message volume on May 11 as of 7:35 a.m. ET | Source: Stocktwits</figcaption></figure>Sentiment around MARA’s stock improved to ‘extremely bullish’ from ‘neutral’ territory, accompanied by chatter at ‘normal’ levels. Meanwhile, retail sentiment around CLSK’s stock dropped to ‘bullish’ from the ‘extremely bullish’ zone, and chatter fell to ‘normal’ from ‘high’ levels.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_11_074154_png_14ea3c4317.webp" alt="Screenshot 2026-05-11 074154.png" width="1268" height="118"><figcaption>CLSK retail sentiment and message volume on May 11 as of 7:35 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Will MARA, CLSK Pivot To AI Payoff?</h2>Wall Street is expecting MARA to report a loss of $0.77 per share on revenue of $202 million and CLSK to report a loss of $1.32 per share on revenue of $181 million.&nbsp;Some traders on Stocktwits were expecting a surprise guidance from MARA, others hoped that Bitcoin mining would continue to provide a cushion for the companies provided BTC’s price doesn’t dip again.<stembedurl>https://www.stocktwits.com/Theopilus/message/652909480</stembedurl><stembedurl>https://www.stocktwits.com/Finanz/message/652836665</stembedurl><a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> edged 0.4% higher in the last 24 hours, holding above $81,000 despite new of President Donald Trump rejecting Iran’s peace proposal. Retail sentiment around the apex cryptocurrency on Stocktwits trended in the ‘neutral’ zone over the past day, accompanied by ‘normal’ levels of chatter.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_11_075206_png_fd3732ccbf.webp" alt="Screenshot 2026-05-11 075206.png" width="1282" height="146"><figcaption>BTC retail sentiment and message volume on May 11 as of 7:35 a.m. ET | Source: Stocktwits</figcaption></figure>MARA remains the fourth-largest corporate Bitcoin holder in the world with around 38,689 BTC on its balance sheet. Meanwhile, CleanSpark's Bitcoin holding are at around 13,561 BTC, ranking 11th in the world.&nbsp;<h2 class="st-heading-2">MARA, CLSK Earnings Arrive After Breakout Week For Crypto Miners</h2>The muted movement in share prices among pivoting Bitcoin miners follows Hut 8 (HUT), Core Scientific (CORZ), Riot Platforms (RIOT), and Iren (IREN), seeing their stocks explode to fresh highs last week.<a href="https://stocktwits.com/symbol/RIOT">RIOT’s stock</a> rallied to a four-year high after&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/riot-platforms-goes-nuclear-stock-touches-4-year-high-after-new-deal/cZQzazPReOg">announcing</a> a partnership with Terrestrial Energy to develop nuclear-powered data centers tied to artificial intelligence workloads and high-performance computing. The company said the initiative could scale up to 4 gigawatts of nuclear capacity, though deployment is expected in the early 2030s.<a href="https://stocktwits.com/symbol/CORZ">CORZ’s stock</a> hit a record high last week after&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/corz-stock-soars-to-record-high-on-data-center-reaching-gigawatt-scale/cZQzQaJReO1">unveiling plans</a> to transform its Muskogee, Oklahoma, campus into one of the largest data center developments in the U.S., taking it into gigawatt (GW) scale.&nbsp;Meanwhile,&nbsp;<a href="https://stocktwits.com/symbol/HUT">HUT’s stock</a> surged after&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/hut-stock-eyes-record-high-above-100-after-10-billion-deal/cZQzdHVReaw">announcing</a> a 15-year, $9.8 billion data center lease agreement in Texas linked to AI infrastructure expansion alongside its Q1 print. While its revenue fell short of expectation, losses were narrower than expected.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/crcl-stock-swings-after-q1-earnings-miss-profit-squeeze/cZXa2ddRehG">CRCL Stock Swings After Q1 Earnings Miss, Profit Squeeze – Retail Bullish On CLARITY Act Markup Hopes</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

MARA, CLSK Stocks Face Earnings Test After Last Week’s AI-Fueled Rally: Retail Sentiment Diverges 

MARA Holdings and CleanSpark are scheduled to report first-quarter earnings after the bell Monday, with their shares and retail sentiment on Stocktwits moving in opposite directions ahead of results.

MARA, CLSK Stocks Face Earnings Test After Last Week’s AI-Fueled Rally

<ul class="summary-bullets"><li>COIN reported a loss of $1.49 per share against expectations of $0.27 profit.</li><li>Q1 revenue of $1.41 billion fell short of expectations of $1.52 billion.&nbsp;</li><li>Global cryptocurrency exchange volume plummeted by nearly 48% from October 2025 peaks, hitting its lowest level in March 2026.&nbsp;</li></ul>Coinbase (COIN) share price fell 5% after-hours on Thursday after reporting a loss in the first quarter ending March as weak cryptocurrency prices pushed trading volumes lower.&nbsp;Coinbase, which is also the largest cryptocurrency marketplace in the U.S., posted transaction revenue, which forms the major chunk of its total revenues, of $755.8 million in Q1, falling short of the $805.2 million expected by analysts, as weak Bitcoin and general cryptocurrency prices weighed on the size and scale of crypto trading transactions investors make.&nbsp;&nbsp;Bitcoin prices experienced a significant decline during the first quarter (January–March) of 2026, falling by approximately 22% overall. According to Barclays, global cryptocurrency exchange volumes fell by nearly 48% from its October 2025 peak to $4.3 trillion in March 2026 — the lowest level since October 2024.&nbsp;&nbsp;Coinbase’s subscription and services revenue, a closely watched metric, totaled $583.5 million, below expectations of $619.3 million. Investors are keen to see growth in this segment as Coinbase tries to reduce reliance on revenue from trading activities.&nbsp;COIN posted a loss of $1.49 per share, compared with analyst expectations for a $0.27per share profit. Revenue came in at $1.41 billion, below estimates of $1.52 billion.<h2 class="st-heading-2">COIN’s Stablecoin Business Did Well&nbsp;</h2>Coinbase reported that it handles more than 25% of total USDC, the world’s largest stablecoin, with about $19 billion worth of USDCs held in Coinbase products.Base, Coinbase’s layer-2 blockchain, processed 62% of total global onchain stablecoin transaction volume, exceeding all other chains combined.“We hit a new all-time high in USDC held in Coinbase products and saw 10x year-over-year growth in stablecoin transactions on Base,” said Brian Armstrong, Co-Founder and CEO.<h2 class="st-heading-2">COIN Retail View</h2>Retail sentiment was ‘bullish’ with ‘high’ message volumes.One user expressed bullishness by saying the drop in stock price was a “minor overreaction” and that prices will be up.&nbsp;<stembedurl>https://stocktwits.com/JerryFletcher/message/652669138</stembedurl>The stock has lost 1.82% over the last 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Coinbase logo is displayed on a mobile phone with crypto coins in this photo illustration in Brussels, Belgium, on February 11, 2026. (Photo by Jonathan Raa/NurPhoto via Getty Images)

COIN Stock Drops As Falling Crypto Prices Lead To Surprise Q1 Loss

Coinbase stock fell on weaker-than-expected revenue amid falling crypto prices

Weaker crypto markets dragged down Coinbase’s core trading business.

Marathon Digital Holdings, Inc. (MARA) Registers a Bigger Fall Than the Market: Important Facts to Note

Marathon Digital Holdings, Inc. (MARA) reached $12.67 at the closing of the latest trading day, reflecting a -2.8% change compared to its last close.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital (MARA) stock price, news, forum, discussion, financials, community insights, and trading ideas. Join 10 million+ investors and traders tracking markets in real-time on Stocktwits.

Current Price	$12.44
Prev Close	$13.29
Open	$12.85
Dividend Yield	0.00%
50-Day Moving Average	$10.29
Beta	2.75
Avg. Volume	45.13M
PE Ratio	-2.17

52-Week High	$23.45
52-Week Low	$6.66
Market Capitalization	$4.74B
EPS (Annual)	-$3.69
Price to Book	2.12
Revenue Per Employee	$3.41M

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