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SpaceX engineers reusable launch vehicles and the Starlink satellite constellation for global broadband. Their focus on rapid reusability and vertical integration drives down launch costs and accelerates space access.

SpaceX PreStocks

Investors are actively debating the legitimacy of various crypto tokens attempting to capitalize on the highly anticipated, multi-trillion dollar SpaceX IPO. While some participants are seeking exposure through the tokenized assets, others are warning of a potential scam, urging caution against the speculative hype surrounding Elon Musk's companies.

Assertio Holdings, Inc. is a commercial pharmaceutical company, which engages in acquisitions, licensing, and mergers. The firm focuses on portfolio of neurology, inflammation, and pain medications. Its products include INDOCIN, Sympazan, Otrexup, SPRIX, CAMBIA, and Zipsor. The company was founded on August 7, 1995 and is headquartered in Lake Forest, IL.

Assertio Holdings Inc

Assertio Holdings is trending as investors scrutinize the company's $125 million acquisition by Garda Therapeutics at $18 per share, which many long-term shareholders feel significantly undervalues the core Rolvedon asset and follows a series of questionable portfolio divestitures. The community remains highly vocal about potential fiduciary failures, expressing intense frustration over management's decision-making and demanding accountability while waiting for the Schedule 14D-9 to clarify the valuation process.

J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF

JPMorgan Nasdaq Equity Premium Income ETF

JEPQ is generating significant interest as investors weigh its tech-heavy exposure and monthly dividend yield against market volatility, with the community actively debating whether to hold the fund for consistent income or rotate into higher-yielding alternatives. Traders are closely monitoring a psychological price barrier near $60, viewing the recent market fluctuations as a potential entry point for long-term positions.

Amentum Holdings, Inc. engages in mission-critical, technology-driven services in government and commercial markets. It operates through the Digital Solutions and Global Engineering Solutions segments. The Digital Solutions segment provides advanced digital and data-driven solutions including intelligence analytics, space system development, cybersecurity, and next generation IT. The Global Engineering Solutions segment manages large-scale environmental remediation, nuclear power solutions, platform engineering, sustainment and supply chain management. The company was founded on November 26, 2019 and is headquartered in Chantilly, VA.

Amentum Holdings Inc.

Amentum Holdings is experiencing significant volatility and downward pressure as investors navigate sector-wide weakness and frustration over the stock's inability to maintain gains despite steady contract wins. While the community is actively debating whether the stock has bottomed or needs more time to heal, many remain bullish on the long-term outlook, highlighting strong fundamental backlog and the company's role in government, nuclear, and space infrastructure as key reasons to maintain their positions.

4DMT operates as a clinical-stage genetic medicines company focused on inventing and developing genetic medicines to treat large market diseases in ophthalmology, pulmonology and cardiology. It develops genetic medicines using its proprietary invention platform, Therapeutic Vector Evolution. It combines the power of the Nobel Prize-winning technology, directed evolution, with approximately one billion synthetic AAV capsid-derived sequences. Its product design, development and manufacturing engine create a valuable and diverse product pipeline. The company is currently advancing five clinical-stage and two preclinical product candidates, each tailored to address rare and large market diseases. 4DMT was founded by David H. Kirn, Melissa Kotterman, Theresa Janke, and David Schaffer on September 12, 2013 and is headquartered in Emeryville, CA.

4D Molecular Therapeutics Inc

4D Molecular Therapeutics is attracting significant attention as investors react to positive Phase 2 SPECTRA trial data for 4D-150 in diabetic macular edema, sparking discussions about its potential as a best-in-class, durable gene therapy. While the community is actively debating the company's valuation relative to its cash position and the timeline for upcoming pivotal data, momentum traders are closely monitoring price action and short interest as the company prepares for upcoming investor conferences.

ANI Pharmaceuticals, Inc. is a bio-pharmaceutical company, which engages in the development, manufacture, and marketing of branded and generic prescription pharmaceuticals. It operates through the Generics, Established Brands, and Other, and Rare Disease segments. The Generics, Established Brands, and Other segment consists of contract manufactured products, development services, royalties, and other. The Rare Disease segment involves the operations related to Cortrophin Gel. The company was founded on August 29, 1996 and is headquartered in Baudette, MN.

ANI Pharmaceuticals Inc

ANI Pharmaceuticals is experiencing positive momentum driven by strong demand for its rare disease franchise, particularly Cortrophin Gel, and a robust pipeline of new product launches. The community is actively discussing the company's improved financial guidance and strategic efforts to scale its rare disease portfolio, while some remain cautious about broader sector headwinds and historical share price performance.

Casey's General Stores, Inc. engages in the provision of management and operation of convenience stores and gasoline stations. It provides self-service gasoline, a wide selection of grocery items, and an array of freshly prepared food items. The firm offers food, beverages, tobacco products, health and beauty aids, automotive products, and other non-food items. The company was founded by Donald F. Lamberti in 1968 and is headquartered in Ankeny, IA.

Casey`s General Stores, Inc.

Casey's General Stores, Inc.

Casey's General Stores is seeing significant investor attention driven by strong performance in its food and beverage segments, which are proving to be major traffic drivers alongside its core fuel business. The community is actively discussing its recession-proof business model and potential for further market expansion, keeping the stock a popular pick for those seeking quality and stability in a volatile environment.

Fresenius Medical Care AG engages in the provision of products and services for individuals with renal diseases. It operates through the Care Enablement and Care Delivery segments. The Care Enablement segment is involved in the healthcare products business including research and development, manufacturing, supply chain, and commercial operations as well as supporting functions, such as regulatory and quality management. The Care Delivery segment focuses on the health care services for the treatment of CKD, ESRD, and other extracorporeal therapies, including value and risk-based care programs. The company was founded on August 5, 1996 and is headquartered in Bad Homburg, Germany.

Fresenius Medical Care AG - ADR

Fresenius Medical Care AG & Co. KGAA

Fresenius Medical Care is trending as investors monitor the company's progress with its DefenCath infection-prevention initiative, which the community highlights for its potential to improve patient outcomes and drive operating efficiency. Discussions are heavily focused on the company's role as a major player in the dialysis sector and how its operational strategies, including potential acquisitions and cost-saving measures, may influence its long-term market position.

Modine Manufacturing Co. engages in the provision of thermal management products and solutions. It operates through the Climate Solutions and Performance Technologies business segments. The Climate Solutions segment provides climate-controlled solutions and components, heat transfer products, heating, ventilating, air conditioning and refrigeration products, and data center cooling solutions. The Performance Technologies segment designs and manufactures air- and liquid-cooled technology for vehicular, stationary power, and industrial applications. In addition, the Performance Technologies segment provides thermal solutions to zero-emission and hybrid commercial vehicle and automotive customers, and coating products and application services. The company was founded by Arthur B. Modine on June 23, 1916 and is headquartered in Racine, WI.

Modine Manufacturing Co.

Modine Manufacturing is capturing intense investor attention as it positions itself as a pure-play leader in data center thermal management, a critical infrastructure bottleneck for the surging AI and hyperscale compute sector. The community is actively debating the company's valuation against its aggressive growth targets and upcoming spinoff, with many tracking it alongside industry peers as a key play on physical AI infrastructure.

Vishay Intertechnology, Inc. engages in the manufacture and distribution of discrete semiconductors and passive electronic components. It operates through the following segments: MOSFET (metal oxide semiconductor field-effect transistor), Diodes, Optoelectronic Components, Resistors, Inductors, and Capacitors. The MOSFET segment offers semiconductors which function as solid state switches to control power. The Diodes segment produces semiconductors which route, regulate, and block radio frequency, analog, and power signals, protect systems from surges or electrostatic discharge damage, and provide electromagnetic interference filtering. The Optoelectronic Components segment includes components that emit light, detect light, or do both. The Resistors and Inductors segment deals with components that impede electric current. The Capacitors segment provides components which store energy and discharge it when needed. The company was founded by Felix Zandman in 1962 and is headquartered in Malvern, PA.

Vishay Intertechnology, Inc.

Vishay Intertechnology is attracting significant investor interest as a foundational semiconductor recovery play, driven by robust call option activity and its strategic positioning in high-growth infrastructure sectors like smart home sensing and grid modernization. The community is actively discussing its potential for structural growth as the company transitions from low-volatility accumulation into a more active trend phase, buoyed by expanding volume and key component demand.

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<ul class="summary-bullets"><li>The rally followed the company’s announcement that it had hired a new head of investor relations ahead of first-quarter earnings.</li><li>Retail sentiment around BTBT on Stocktwits strengthened to ‘extremely bullish’ from the ‘bullish’ zone.</li><li>Some retail traders on the platform credited the stock’s momentum to the investor relations transition and broader strength in crypto-linked equities.</li></ul>Bit Digital (BTBT) stock was on track to report its largest single-day gain in over a year after the company announced it had hired a new head of investor relations ahead of its first quarter earnings on Thursday.<a href="https://stocktwits.com/symbol/BTBT">BTBT’s stock</a> rose nearly 20% in midday trade, hitting an over two-month high of $2.17. This is the biggest single-day gain for the shares since November 2024. Retail sentiment on Stocktwits around the company rose to ‘extremely bullish’ from ‘bullish’ over the past day, accompanied by chatter at ‘high’ levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_11_125549_png_2efbdd4aba.webp" alt="Screenshot 2026-05-11 125549.png" width="1256" height="140"><figcaption>BTBT retail sentiment and message volume on May 11 as of 1:05 p.m. ET | Source: Stocktwits</figcaption></figure>Some retail traders on the platform pointed to the company&nbsp;hiring Daniel Kennedy as its new head of investor relations as the potential catalyst behind the move. One user wrote that the “new IR guy is doing a great job.”<stembedurl>https://www.stocktwits.com/NobVega/message/652948017</stembedurl>Others tied the rally to broader expectations for strength in Bitcoin (BTC), Ethereum (ETH), and crypto-linked stocks this week amid President Donald Trump’s visit to China later this week.<stembedurl>https://www.stocktwits.com/ll1992/message/652962165</stembedurl><h2 class="st-heading-2">BTBT Rally Gains Steam Before Q1 Results</h2>Wall Street expects Bit Digital to report revenue of roughly $25 million for the first quarter, alongside an adjusted loss of $0.05 per share come Thursday.The sharp move higher reflects growing speculative interest in smaller-cap crypto infrastructure names after last week’s run. Pivoting Bitcoin miners Hut 8 (HUT), Core Scientific (CORZ), Riot Platforms (RIOT), and Iren (IREN), saw 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.<h2 class="st-heading-2">Wall Street Sees Triple-Digit Upside Potential</h2>The average analyst price target on BTBT currently stands around $4.80, implying potential upside of more than 120% from current trading levels, according to Koyfin data. Five analysts actively cover the stock, and all currently maintain ‘Buy’ ratings.Bit Digital is currently the fifth-largest corporate holder of Ethereum (ETH), with over 140,000 ETH on its balance sheet.&nbsp;<a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> dipped nearly 1% in the last 24 hours, holding above $2,300, which would value BTBT’s ETH holdings at around $325 million.&nbsp;Like other crypto miners, BTBT has also pivoted towards artificial intelligence (AI) and high performance computing (HPC) workloads. In early 2025, the company&nbsp;rebranded its HPC operations as WhiteFiber (WYFI) to focus on GPU cloud services and data centers.&nbsp;<a href="https://stocktwits.com/symbol/WYFI">WYFI’s stock price</a> jumped over 33% in its largest single day gain on record to a 6-month high of $29. Retail sentiment around the company on Stocktwits rose to ‘extremely bullish’ from ‘bullish’ territory over the past day, and chatter surged to ‘extremely high’ from ‘high’ levels.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/mara-clsk-stocks-face-earnings-test-after-last-week-s-ai-fueled-rally/cZXa54KRehc">MARA, CLSK Stocks Face Earnings Test After Last Week’s AI-Fueled Rally: Retail Sentiment Diverges</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

 In this photo illustration, the Bit Digital logo is displayed on a smartphone screen  on March 10, 2025, in Chongqing, China. (Photo illustration by Cheng Xin/Getty Images)

BTBT Stock Hits Two-Month High In Largest Jump Since 2024 – New IR Chief Sparks Pre-Earnings Rally

Bit Digital shares climbed nearly 20% in midday trading, putting the stock on track for its largest single-day gain in more than a year.

Cryptocurrency

Bit Digital shares climbed nearly 20% in midday trading, putting the stock on track for its largest single-day gain in more than a year.


<ul class="summary-bullets"><li>Hut 8 stock fell as much as 12% Thursday after surging more than 35% in the previous session to a record high above $100.</li><li>Analysts on Wall Street raised their price targets, stating Hut 8’s transition from Bitcoin mining to AI-focused digital infrastructure is gaining credibility with institutional investors.</li><li>The company’s 352 MW lease at its Beacon Point campus is viewed as one of the largest AI infrastructure deals in the sector.</li></ul>Shares of Hut 8 (HUT) dropped as much as 12% in midday trade on Thursday despite getting a slew of price target hikes from Wall Street after announcing a $10 billion data center lease in Texas.<a href="https://stocktwits.com/symbol/HUT">HUT’s stock</a> fell over 12% to an intra-day low of around $93 in midday trade after hitting a record high of over $100 in the previous session and logging its largest single-day gain on record of over 35%.&nbsp;However, on Stocktwits, retail sentiment around the company improved to ‘extremely bullish’ from ‘bullish’ over the past day, accompanied by chatter at ‘extremely high’ levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_07_125844_png_b9a57e8973.webp" alt="Screenshot 2026-05-07 125844.png" width="1256" height="136"><figcaption>HUT retail sentiment and message volume on May 7 as of 12:50 p.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Wall Street Sees More Upside For Hut Stock</h2>Canaccord raised its price target on Hut 8 to $130 from $70 while maintaining a ‘Buy’ rating on the shares, according to a note to investors cited by TheFly. The revised target implies roughly 40% upside from Thursday’s intraday low near $93.The firm said Hut 8’s strategic execution continues to accelerate, noting that the company has secured two major AI colocation agreements within just a few quarters.“In just a couple of quarters, Hut has signed two marquee AI colloborative deals with some of the best terms we have seen across the sector,” analysts wrote in a research note.Citizens also lifted its target to $140 from $100 and maintained an ‘Outperform’ rating. The new target implies upside of roughly 50% from Thursday’s lows. According to the firm, Hut 8’s latest 352-megawatt lease further validates the broader shift among former Bitcoin miners toward AI-focused digital infrastructure.“Companies transitioning from bitcoin mining to AI-focused data center infrastructure are increasingly being validated as credible digital infrastructure providers,” Citizens wrote.Northland raised its price target to $120 from $70 while keeping an ‘Outperform’ rating on the shares. The target suggests upside of roughly 29% from Thursday’s low. The firm stated Hut 8’s newly announced deal is another sign the company has a scalable growth pathway.Needham analyst John Todaro also increased his target to $128 from $88 and reiterated a ‘Buy’ rating, implying approximately 38% upside from current levels.<h2 class="st-heading-2">Bitcoin To AI Pivot Drives Analyst Optimism</h2>The upgrades follow Hut 8’s announcement earlier this week that it signed a long-term lease tied to its Beacon Point AI campus in Corpus Christi, Texas. The agreement covers 352 megawatts of IT capacity and is expected to generate nearly $10 billion in contracted revenue over the life of the lease.The deal represents one of the largest AI infrastructure agreements signed by a former Bitcoin (BTC) mining company and reinforces Hut 8’s broader pivot away from pure crypto mining toward power and compute infrastructure.Hut 8 still holds around 13,696 Bitcoin on its balance sheet, valued at around $1.13 billion as per&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s current price</a> of over $82,200.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/tom-lee-says-bmnr-may-slow-down-on-ethereum-for-other-things/cZXb1vjReQg">Tom Lee Says BMNR May Slow Down On Ethereum For ‘Other Things’ In Crypto</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

In this photo illustration, a person holds a smartphone displaying the logo of Hut 8 Corp. (HUT) in front of a screen showing the company's stylized black-and-white logo on August 7, 2025 in Chongqing, China. 

HUT Stock Drops After Historic Rally, While Wall Street Doubles Down On AI Data Center Pivot

Wall Street analysts raised their price targets on HUT’s stock following the company’s announcement of a $10 billion AI data center lease in Texas.

HUT Stock Plummets After Record Rally Despite Wall Street Price Target Hikes

<ul class="summary-bullets"><li>Keefe Bruyette raised Hut 8’s price target to $89 from $75 while maintaining an Outperform rating.</li><li>Citizens boosted its Hut 8 target to $100 from $65 following a meeting with the company’s CFO.</li><li>Keefe Bruyette also lifted Cipher Mining (CIFR)’s price target to $23 from $20, reiterating its Outperform rating.</li></ul>Hut 8 (HUT) and Cipher Mining (CIFR) both fell more than 4% in pre-market trading on Tuesday, but Wall Street is getting more bullish on these stocks as the Bitcoin mining space leans into artificial intelligence (AI) and data center infrastructure.Analysts at Keefe Bruyette raised price targets for HUT and CIFR, citing fundamentals and a strategic shift toward high-performance computing infrastructure.Keefe Bruyette lifted its price target on Hut 8 to $89 from $75 and kept its ‘Outperform’ rating. The firm also raised its target on Cipher Mining to $23 from $20, keeping its bullish stance on the stock.Hut 8 received a more aggressive upgrade from Citizens in a separate note, with a price target of $100, up from $65, and an ‘Outperform’ rating. The call followed a meeting with the company's CFO, Sean Glennan, which the firm said strengthened their confidence in Hut 8's transition beyond conventional Bitcoin (BTC) mining.&nbsp;<h2 class="st-heading-2">HUT’s Google-AI Data Center Pivot Is Driving The Bullishness</h2><a href="https://stocktwits.com/symbol/HUT">HUT’s stock</a> was trading at $72 in midday trade, indicating analysts see an upside of over 23%. On Stocktwits, retail sentiment around HUT dropped to ‘bearish’ from the ‘neutral’ zone, while chatter remained at ‘high’ levels over the past day.Analysts noted Hut8’s move to supply infrastructure to hyperscalers and other compute-heavy clients, positioning the business to benefit from increased demand tied to AI and data center growth.&nbsp;Hut 8 had&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/hut-three-billion-bonds-google-linked-ai-data-center/cZBNwfJRePZ">reportedly said</a> it would raise funds for a 245-megawatt data center in Louisiana by issuing project-level notes, expiring in 2042, through a subsidiary, similar to what Marathon Digital Holdings (MARA) did last year. Both Fitch and S&amp;P gave the deal a preliminary BBB rating, and it was structured more like an infrastructure financing than usual miner debt, with revenue expected to reach $171 million in the first full year of operation and climb to about $547 million by 2041.<h2 class="st-heading-2">CIFR Stock Sees Bullish Upgrade</h2>While&nbsp;<a href="https://stocktwits.com/symbol/CIFR">CIFR’s stock</a> was trading at $17 in midday trade, indicating an upside of over 35% that analysts expect. On Stocktwits, retail sentiment around CIFR remained in the ‘neutral’ zone, while chatter stayed in ‘neutral’ levels over the past day. On Monday, Morgan Stanley (MS) also&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/morgan-stanley-big-upside-wulf-cifr-mara-bitcoin-miners/cZBNsvQRePW">raised</a> Cipher Mining’s stock price target to $40.50, an upside of 135% from its current price.&nbsp;Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/secs-atkins-stuck-in-1930s-era-rules-calls-for-overhaul/cZB8MFKRe5H">SEC’s Atkins Says Crypto Is Still Stuck In ‘1930s-Type’ Era Rules, Calls For Overhaul</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a visual representation of the digital cryptocurrency Bitcoin is displayed in front of a Bitcoin course's graph on January 11, 2024 in Paris, France. (Photo illustration by Chesnot/Getty Images)

HUT, CIFR Stocks: Retail Pulls Back But Wall Street Sees Big Upside Ahead

The upgrades come after Hut 8’s $3 billion bond deal to finance a Google-linked AI data center.

Bitcoin Miners Or AI Plays? Why Analysts Are Repricing These Two Crypto Stocks

Equity

The upgrades come after Hut 8’s $3 billion bond deal to finance a Google-linked AI data center.


Representation of Bitcioin cryptocurrency is seen in this illustration photo taken in Krakow, Poland on March 13, 2025. (Photo by Jakub Porzycki/NurPhoto via Getty Images)

GLXY, RIOT, KEEL Stocks Dip Despite ‘Buy’ Rating From Chardan – Retail Traders Celebrate The Catalyst

Despite optimism, KEEL shares fell over 6% intraday, showing a disconnect between sentiment and price action.

<ul class="summary-bullets"><li>Morgan Stanley raised price targets for TeraWulf to $41.50 and Cipher Mining to $40.50 on Monday, maintaining ‘Overweight’ ratings on both stocks.</li><li>Analyst Stephen Byrd said Bitcoin-to-data center conversion valuations were becoming “increasingly attractive,” pointing to strong upside potential.</li><li>The firm also lifted&nbsp;MARA&nbsp;Holdings’ target to $8.50 from $8 but kept an&nbsp;‘Underweight’ rating, signaling a more cautious stance on the miner.</li></ul>Morgan Stanley raised its price targets for several Bitcoin (BTC) mining companies on Monday, citing improving valuations tied to their transition to data center operations.Analyst Stephen Byrd lifted the price target on TeraWulf (WULF) to $41.50 from $37 and on Cipher Mining (CIFR) to $40.50 from $38, maintaining an ‘Overweight’ rating on both stocks. The analyst argued that the valuations tied to Bitcoin miners converting capacity into data center operations were becoming “increasingly attractive,” with “significant base case upside.”TeraWulf and Cipher Mining were trading high on Monday morning.&nbsp;<a href="https://stocktwits.com/symbol/WULF">WULF’s stock</a> was up over 3% in morning trade. On Stocktwits, the retail sentiment around WULF moved to ‘bearish’ from ‘neutral’ while chatter around it decreased to ‘low’ from ‘normal’ over the past day.&nbsp;Similarly,&nbsp;<a href="https://stocktwits.com/symbol/CIFR">CIFR’s stock</a> was up by 1% in morning trade. On Stocktwits, the retail sentiment around CIFR moved to ‘neutral’ from ‘bullish’ while chatter around it stayed ‘normal’ over the past day.<h2 class="st-heading-2">MARA Lags Despite Target Increase</h2>The investment bank also raised its price target on MARA Holdings (MARA) to $8.50 from $8 but maintained an ‘Underweight’ rating, indicating a more cautious outlook relative to peers.<a href="https://stocktwits.com/symbol/MARA">MARA’s stock</a> price was down by 0.3% in morning trade. On Stocktwits, the retail sentiment around MARA moved to ‘bearish’ from ‘neutral’ while chatter around it remained ‘high’ over the past day.<h2 class="st-heading-2">Data Center Pivot Gains Attention</h2>Morgan Stanley’s bullish stance on certain Bitcoin mining companies comes as many firms have&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/hut8-shares-surged-more-than-doubled-in-six-months/cmxuTYwR4R1">shifted</a> toward high-performance computing (HPC) and artificial intelligence (AI) infrastructure over the past few months.&nbsp;Some examples include Hut 8 Corp (HUT), Riot Platforms (RIOT), and Iren Limited (IREN), which have announced similar initiatives to diversify beyond traditional Bitcoin mining.Read also:<a href="https://stocktwits.com/news-articles/markets/equity/peter-schiff-warns-bitcoin-strategy-risks-financial-ruin-for-investors/cZBNqUhRePJ"> Peter Schiff Warns Saylor’s Bitcoin Strategy Risks 'Financial Ruin' For Investors</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Wells Fargo reportedly downgraded Morgan Stanley to ‘Underweight’ from ‘Equal Weight’ 

Morgan Stanley Sees Big Upside In WULF, CIFR, MARA After Bitcoin Miners Pivot To AI Data Centers

Many top companies like Hut8 Corp and Riot platforms have moved into HPC and AI infrastructure, in an attempt to diversify beyond traditional Bitcoin mining.

Top-Performing ETFs of Last Week 

ETFs rallied last week on easing Iran war fears, strong earnings and crypto buzz, even as Strait of Hormuz risks linger.

<ul class="summary-bullets"><li>Tennessee lawmakers are advancing legislation that would require public hearings and local government approval for large-scale crypto mining projects.</li><li>The proposal addresses concerns from local communities about noise, energy use, and land use associated with mining operations.</li><li>The bill would give residents and local authorities a formal role in deciding whether such facilities can be developed.</li></ul>Tennessee lawmakers will be advancing to&nbsp;a floor vote for the legislation that would require local approval before large-scale crypto mining facilities can be built, introducing new oversight in a Republican-led state.Under&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.capitol.tn.gov/Bills/114/Bill/HB1827.pdf">House Bill 1827</a>, the "appropriate local legislative body” must approve the location of digital asset mining facilities at a public meeting before construction can begin. The bill also requires at least 21 days’ notice for such meetings and mandates that nearby residents be notified in advance.The proposal addressed concerns raised by local communities about the impacts of mining operations, including noise levels, energy consumption, and land use. The legislation would give residents and local authorities a formal role in determining whether such facilities can be developed.The bill is set to take effect on July 1, 2026, and would apply to any mining facility proposed after that date.CleanSpark (CLSK), based in Tennessee, reported&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/clean-spark-sold-70-of-the-bitcoin-it-mined-in-march-for-71-000-apiece/cZJJtqlRIpo">selling 70% of the Bitcoin</a> (BTC) it mined in March.&nbsp;<a href="https://stocktwits.com/symbol/CLSK">CLSK's shares</a> fell more than 2% in afternoon trading, reflecting widespread losses in the cryptocurrency markets. On Stocktwits, the retail sentiment around CLSK remained in the ‘bearish’ zone, while chatter around it moved to ‘normal’ from ‘high’ levels over the past day.<h2 class="st-heading-2">Crypto Mining Presence In Tennessee</h2>The bill came as crypto mining operations have expanded in parts of Tennessee in recent years, drawing attention from local communities and regulators. According to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wuot.org/news/2024-02-02/rise-of-crypto-mines-in-region-raises-concerns-tva-stops-giving-grants-to-crypto-meets-with-miners">2024 report</a> by WUOT, crypto mining facilities in the region have raised concerns about noise levels, energy consumption, and their impact on local infrastructure.&nbsp;The Tennessee Valley Authority (TVA), which supplies electricity across the region, has also taken steps to reassess its approach, including pausing certain incentive programs tied to crypto mining while engaging with operators.Some of the top crypto mining companies, such as CleanSpark and Bitdeer Technologies Group (BTDR), operate in Tennessee.&nbsp;<h2 class="st-heading-2">State-Level Approaches To Crypto And Energy Use</h2>Various US states have taken different kinds of approaches to regulating digital asset activity and its impact on infrastructure and the environment.&nbsp;Lawmakers in Massachusetts&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://malegislature.gov/Bills/193/SD1958">examined</a> the environmental and energy implications of crypto mining through proposed legislation, including measures focused on emissions and electricity usage.Wyoming, by contrast, has positioned itself as a crypto-focused jurisdiction. Last year, it became the first state in the US to launch its own stablecoin. Senator Cynthia Lummis, who represents the state, has publicly&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.banking.senate.gov/newsroom/majority/scott-lummis-colleagues-release-market-structure-discussion-draft-issue-request-for-information-from-stakeholders">supported</a> the CLARITY Act and called for clearer regulatory frameworks for digital assets.&nbsp;These differing approaches highlight how oversight of crypto mining and digital assets continues to evolve at the state level, with some jurisdictions introducing additional approval requirements.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/bit-digital-cuts-eth-staking-to-boost-treasury-flexibility-holds-322-million-in-wyfi-shares/cZJJutJRIpq">Bit Digital Cuts ETH Staking To Boost Treasury Flexibility, Holds $322 Million In WYFI Shares</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A person wearing a "BITCOIN” hat is seen in the convention area of the Bitcoin 2024 conference in Nashville, Tennessee. (Photo by Jon Cherry/Getty Images)

Republican-Led State Tennessee Seeks Public Approval For Crypto Mining Facilities

Wyoming was the first state to issue its own stablecoin, and Tennessee is seeking citizen approval before constructing crypto mining sites, as crypto adoption continues to spread across the U.S.

ETFs to Play as Morgan Stanley Bets 150%+ Upside for 2 Bitcoin Miners

ETFs emerge as a diversified way to tap their AI pivot, as Cipher Mining and TeraWulf jump after Morgan Stanley's 150%+ upside call.

<ul class="summary-bullets"><li>Applied Digital is poised to sign incremental hyperscaler agreements at new sites, the analyst said in a note.&nbsp;</li><li>B. Riley also highlighted the company’s simultaneous execution of two initial energization deals.&nbsp;</li><li>Earlier, Roth Capital increased the price target on Applied Digital to $58 from $56 with a ‘Buy’ rating, citing stronger-than-expected momentum after its latest quarterly results that beat consensus estimates.</li></ul>Applied Digital Corp. (APLD) shares garnered attention on Friday after B. Riley raised its price target on the firm, citing optimism on hyperscaler agreements and energization executions.The analyst raised the price target on Applied Digital to $53 from $47 while maintaining a ‘Buy’ rating on its shares, as per TheFly.Applied Digital is poised to sign incremental hyperscaler agreements at new sites, the analyst said in a note, adding that the company is simultaneously executing on the initial energization at PF1 and development at PF2.Shares of APLD rose over 15% on Friday at the time of writing.<h2 class="st-heading-2">Street Consensus</h2>Earlier, Roth Capital <a href="https://stocktwits.com/news-articles/markets/equity/apld-stock-jumped-today-roth-capital-price-target-still-leaves-a-lot-of-upside-potential/cmUbBZlR4PD">increased</a> the price target on data center developer and operator to $58 from $56 with a ‘Buy’ rating, noting its stronger-than-expected momentum after its latest quarterly results.As per Roth, Applied Digital’s financials did not primarily drive the upgrade, but rather, the firm’s growing customer interest and large-scale discussions could potentially increase the company’s operating footprint.Meanwhile, Arete, and Freedom Capital both initiated coverage on the company this month, giving the stock a ‘Buy’ rating.&nbsp;<h2 class="st-heading-2">Stellar Earnings</h2>In the <a href="https://stocktwits.com/news-articles/markets/equity/applied-digital-posts-250-percent-jump-in-quarterly-revenue/cmxzivyR42v">second quarter</a> (Q2), Applied Digital clocked a revenue of $126.6 million, a 250% jump year-on-year, while reporting zero adjusted earnings per share (EPS). The company’s revenue and EPS beat analysts’ estimates of $81.2 million and a loss of $0.12 per share, respectively as per Fiscal.ai data.The earnings update also brought into limelight the company’s increased contribution as a provider of specialized data center capacity.The company said that it signed two new leases with hyperscalers across two campuses in North Dakota. CoreWeave’s 400 MW under contract at Polaris Forge 1 would bring in about $11 billion of prospective lease revenue over the term of its leases, while an unnamed investment-grade American hyperscaler holds 200 MW at Polaris Forge 2, expected to contribute about $5 billion of prospective lease revenue over the term of its lease, the company said.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/APLD">APLD shares</a> trended in the ‘extremely bullish’ territory over the past 24 hours amid ‘extremely high’ message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_09_at_10_29_54_PM_png_21a34339a3.webp" alt="On Stocktwits, retail sentiment around APLD shares trended in the ‘extremely bullish’ territory over the past 24 hours amid ‘extremely high’ message volume." width="1302" height="159"></figure>APLD stock has rallied over 343% over the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/why-did-lrhc-stock-surge-over-40-today/cmU2kGLR4dN">Why Did LRHC Stock Surge Over 40% Today?</a>

In this photo illustration, a hand holds a smartphone displaying the logo of Applied Digital Corporation with its brand logo seen in the background on September 28, 2025, in Chongqing, China. 

APLD Shares Surged Over 15% Today — What’s The Word On The Street? 

B. Riley raised the target on Applied Digital to $53 from $47 while maintaining a ‘Buy’ rating.

APLD Shares Surged Over 15% Today — What’s The Word On The Street?

<ul class="summary-bullets"><li>Roth pointed to expanding customer interest and large-scale discussions that could materially increase the company’s operating footprint.</li><li>With 600 megawatts already under contract and additional projects in active development, the company appears well-positioned, the firm said.&nbsp;</li><li>Applied Digital posted a 250% year-on-year jump in Q2 revenue, to $126.6 million.</li></ul>Applied Digital Corp. (APLD) shares were in the spotlight on Thursday morning after Roth Capital highlighted an increasing demand for large-scale artificial intelligence infrastructure.&nbsp;Analyst Darren Aftahi increased the price target on the stock to $58 from $56 while maintaining a ‘Buy’ rating, citing stronger-than-expected momentum following the company’s latest quarterly performance, according to TheFly.&nbsp;<h2 class="st-heading-2">Q2 performance&nbsp;</h2>In the second quarter (Q2), the data center developer and operator reported a 250% year-on-year jump in revenue, to $126.6 million, and nil adjusted earnings per share (EPS). Both revenue and EPS came in better than the analysts’ consensus estimate of $81.2 million and a loss of $0.12 per share, respectively, according to Fiscal AI data.&nbsp;Beyond the headline numbers, the earnings update highlighted Applied Digital’s growing role as a provider of specialized data center capacity. Management pointed to an active development pipeline that could materially expand the company’s footprint.<a href="https://stocktwits.com/symbol/APLD">Applied Digital stock</a> traded over 16% higher on Thursday morning. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory amid ‘extremely high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_08_092150_png_fe406bdfb4.webp" alt="APLD’s Sentiment Meter and Message Volume as of 09:40 a.m. ET on Jan. 8, 2026 | Source: Stocktwits" width="923" height="105"><figcaption>APLD’s Sentiment Meter and Message Volume as of 09:40 a.m. ET on Jan. 8, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Analyst Rationale&nbsp;</h2>Roth emphasized that financials were not the primary driver behind the upgrade. Instead, the firm pointed to expanding customer interest and large-scale discussions that could materially increase the company’s operating footprint.The firm noted that Applied Digital is currently in advanced negotiations covering as much as 900 megawatts of capacity across several hyperscale locations. With 600 megawatts already under contract and additional projects in active development, the company appears well-positioned to scale alongside growing AI compute needs.The analyst highlighted Macquarie-backed financing as a key support for Applied Digital’s expansion plans. Roth described the company as a pure-play AI infrastructure landlord, meaning it focuses on owning and leasing specialized facilities rather than operating compute workloads itself.APLD stock has gained over 239% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ondas-stock-shot-up-today-what-is-driving-the-investor-optimism/cmUb7asR4Ps">Ondas Stock Shot Up 11% Today – What’s Driving The Investor Optimism?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

APLD Stock Jumped Over 16% Today – Roth Capital’s Price Target Still Leaves A Lot Of Upside Potential

Analyst Darren Aftahi increased the price target on the stock to $58 from $56 while maintaining a ‘Buy’ rating, citing stronger-than-expected momentum.

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