SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

SSgA Active Trust - State Street SPDR S&P 500 ETF Trust

Market participants are fixated on rising geopolitical tensions following a 48-hour ultimatum regarding the Strait of Hormuz, sparking concerns over global energy supply and inflationary pressures. The community is actively debating the potential for a rapid military de-escalation versus the risk of a broader economic shock, while institutional hedging and extreme volatility have triggered widespread calls for caution.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

SPDR Gold Shares (GLD) is experiencing extreme volatility and a sharp sell-off, driven by investors liquidating precious metals to raise cash amidst rising treasury yields, a strengthening dollar, and geopolitical instability. While long-term bullish sentiment remains, the community is currently debating whether this is a structural shift, a liquidity-driven capitulation event, or a tactical buying opportunity after a period of over-extension.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Market participants are reacting to heightened geopolitical tensions in the Middle East, specifically the escalating rhetoric between the U.S. and Iran following a 48-hour ultimatum regarding the Strait of Hormuz. Community discussion is dominated by concerns over potential energy supply disruptions, fears of a broader conflict impacting global infrastructure, and speculation on how these macro events will influence the trajectory of tech-heavy indices.

iShares Silver Trust - Fractional undivided beneficial interests

iShares Silver Trust

The iShares Silver Trust (SLV) is experiencing extreme volatility and intense community debate as investors navigate a liquidity-driven sell-off amid geopolitical tensions in the Middle East and rising bond yields. While many participants view the current price action as a temporary correction and a 'generational' buying opportunity for physical stacks, others are actively shorting the metal and criticizing the trust's performance as a failing hedge against economic instability.

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

Trump Media & Technology Group Corp.

Trump Media & Technology Group is experiencing significant volatility as market participants react to intensifying geopolitical tensions in the Middle East and the company's involvement in broader national political discourse. Investors and community members are actively debating the potential economic impact of these escalations, with sentiment heavily divided between those betting on stock recovery and those expressing concerns over the firm's long-term stability.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

The United States Oil Fund is trending as investors grapple with escalating tensions in the Middle East, particularly following an ultimatum regarding the closure of the Strait of Hormuz. Market participants are actively debating the potential for a prolonged global energy shock, fueled by conflicting reports of military escalation versus emerging peace talk initiatives.

VanEck ETF Trust - VanEck Gold Miners ETF

VanEck Gold Miners ETF

VanEck Gold Miners ETF (GDX) is facing intense volatility as the precious metals sector undergoes a sharp correction, fueled by a strengthening U.S. dollar, rising treasury yields, and a broader market reassessment of the gold-as-a-safe-haven narrative amid Middle Eastern tensions. While some investors are treating the pullback as an accumulation opportunity, the community is actively debating whether the recent steep drawdown represents a structural change or a temporary flush of overleveraged positions before a potential recovery.

Delta Air Lines, Inc. engages in the provision of scheduled air transportation for passengers and cargo. It operates through the Airline and Refinery segments. The Airline segment provides scheduled air transportation for passengers and cargo. The Refinery segment provides jet fuel to the airline segment. The company was founded by Collett Everman Woolman in 1928 and is headquartered in Atlanta, GA.

Delta Air Lines, Inc.

Delta is capturing significant investor attention as the sector navigates record-breaking holiday travel demand despite headwinds from government shutdown-related operational disruptions and fuel price volatility. The community is actively debating the company's premium-focused strategy and resilience against macro risks, with significant institutional call buying signaling bullish sentiment as traders position for potential end-of-year upside.

AleAnna, Inc. operates as a technology-driven energy company, which engages in supplying low-carbon natural gas and renewable natural gas to Italy. The company was founded in 2007 and is headquartered in Dallas, TX.

AleAnna Inc. - Ordinary Shares - Class A

AleAnna Inc. is surging due to intense market focus on natural gas supply disruptions caused by the recent conflict in the Middle East, which has elevated the stock's status as a key play for European energy security. The community is actively discussing a potential short squeeze fueled by massive trading volume and extremely limited share availability for borrowing, with many traders drawing parallels to previous parabolic runs in the energy sector.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is facing intense downward pressure and widespread investor frustration as the stock continues to hit fresh lows, significantly underperforming the broader market. The community is actively debating whether this represents a generational buying opportunity at these levels or if the stock is trapped in a prolonged structural decline driven by macro headwinds, geopolitical tensions, and skepticism surrounding the durability of AI-driven capital expenditures.

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<ul class="summary-bullets"><li>According to a Reuters report, Elon Musk allegedly deceived Twitter investors during the 2022 acquisition. However, Tesla stock is up in after-hours trading.</li><li>Broader fraud claims were rejected by the jury; damages are yet to be decided, and Musk intends to appeal the ruling.</li><li>TSLA is still down about 16% so far this year, and retail sentiment on Stocktwits has remained in the "bearish" zone over the past day.</li></ul>Tesla Inc. (TSLA) shares increased in after-hours trading on Saturday despite a mixed verdict from a U.S. federal jury in a well-known case involving CEO Elon Musk's 2022 acquisition of Twitter, now known as X.In late trading, the stock rose about 1.2% to $372, partially reversing its decline during the regular session. Tesla ended with a 3.2% decline on Friday.&nbsp;The rise in&nbsp;<a href="https://stocktwits.com/symbol/TSLA">Tesla stock</a> comes amid a San Francisco jury's finding that Musk allegedly lied to Twitter investors during the 2022 acquisition process, according to a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/legal/government/musk-wins-appeal-defamation-lawsuit-over-x-post-extremist-street-brawl-2026-03-20/">report</a>.&nbsp;&nbsp;Jurors decided that Musk made statements, including public comments about the prevalence of fake accounts, that contributed to downward pressure on X’s stock price as he sought to renegotiate the $44 billion deal.The eight-member jury rejected two of the four fraud-related claims, but it did not conclude that Musk planned a larger scheme to deceive investors. In a later stage of the case, damages that could amount to hundreds of millions or more will be decided. According to Musk's legal team, the ruling will be appealed.<h2 class="st-heading-2">Elon Musk’s 2018 Lawsuit&nbsp;</h2>Elon Musk was&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/newsroom/press-releases/2018-226">previously charged</a> by the SEC in 2018 with deceiving investors when he tweeted that he had "funding secured" to take Tesla private at $420 per share, even though the deal was not yet finalized.&nbsp;The tweets disrupted the market and drove up Tesla's stock price. Additionally, the SEC accused Tesla of improperly monitoring Musk's communications. Without acknowledging any wrongdoing, Musk and Tesla reached a settlement under which they each paid $20 million in fines, and Musk resigned as chairman for 3 years.<h2 class="st-heading-2">What Are Stocktwits Users Saying?</h2>Tesla's stock has dropped sharply so far this year, by roughly 16%. From levels above $440 to the current high-$360 range, the shares have been trending lower since January.On Stocktwits, retail sentiment around TSLA remained in the ‘bearish’ territory as chatter levels remained at ‘high’ over the past day.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_21_at_5_33_22_AM_png_24840d186b.webp" alt="Screenshot 2026-03-21 at 5.33.22 AM.png" width="1138" height="674"><figcaption>TSLA retail sentiment on March 21 as of 5:34 a.m. ET | Source: Stocktwits</figcaption></figure>A Stocktwits user asked whether a SpaceX IPO might affect Tesla's stock performance, perhaps by diverting capital from the company or altering investors' perceptions of Elon Musk's broader business empire. Some users are also bearish on Tesla, arguing that its valuation is inflated and will continue to fall, especially if Musk-related businesses lose government support.<stembedurl>https://www.stocktwits.com/DKanbar/message/648176049</stembedurl>Focus has also been placed on Tesla's strategic direction. As it pursues grid-scale battery opportunities tied to the nation's clean energy push, the company is expanding beyond electric vehicles and plans to enter India's energy storage market. The action is taken at a time when global competition for EVs and energy solutions is intensifying.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/dell-stock-is-gaining-in-after-hours/cZ3g3sRRIiE">Dell Stock Is Gaining In After Hours – Here’s Why</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 Elon Musk speaks onstage during the "Exploring the New Frontiers of Innovation: Mark Read in Conversation with Elon Musk" session at the Lumiere Theatre.

TSLA Rises After Hours As Elon Musk’s Twitter Verdict Fails To Dent Sentiment

Tesla is expanding beyond EVs, targeting India’s grid-scale energy storage market as part of its clean energy push.

TSLA Climbs In After Hours Trading Amid Musk’s X Legal Setback

Equity

<ul class="summary-bullets"><li>ORBS stock initially climbed on the news, moving as high of $0.98 in intraday trade despite the broader selloff in the market.</li><li>The shares have been struggling to reclaim the $1 mark after dipping below that level on March 9.&nbsp;</li><li>Eightco’s total investment in OpenAI now stands at $90 million.&nbsp;</li><li>It is the second Sam Altman-led enterprise that the company has invested in after Worldcoin.</li></ul>Shares of Eightco Holdings Co. (ORBS) fell in midday trade on Friday after the company announced it had invested an additional $40 million in the Sam Altman-led OpenAI.<a href="https://stocktwits.com/symbol/ORBS/">ORBS stock</a> climbed as high at $0.98 in intraday trade, gaining despite the broader market sell off, before pairing gains to trade at around $0.93. The shares have been struggling to climb higher since dipping below $1 on March 9. Retail sentiment around Eightco on Stocktwits remained in ‘extremely bullish’ territory over the past day, accompanied by chatter at ‘extremely high’ levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_20_114225_png_bce4f463db.webp" alt="Screenshot 2026-03-20 114225.png" width="1269" height="137"><figcaption>ORBS retail sentiment and message volume on March 20 as of 12:00 p.m. ET | Source: Stocktwits</figcaption></figure>If ORBS’ share price remains below the $1 threshold for more than 30 days, the company risks receiving a deficiency notice from Nasdaq, which will inform it of a 180-day grace period to regain compliance.&nbsp;Meanwhile, the broader market tumbled lower as the tension in the Middle East continued to escalate amid the U.S.-Iran war. The&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY) slipped 0.83%, the&nbsp;<a href="http://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF</a> (DIA) fell 0.60%, and the Nasdaq-100 tracking&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust</a> (QQQ) dropped 1.10%. Retail sentiment around QQQ on Stocktwits remained in ‘bearish’ territory over the past day, while chatter tumbled to ‘low’ from ‘normal’ levels.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_20_114636_png_df7c694734.webp" alt="Screenshot 2026-03-20 114636.png" width="1252" height="158"><figcaption>QQQ retail sentiment and message volume on March 20 as of 12:05 p.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">OpenAI Bet Expands Balance Sheet Exposure</h2>Eightco’s investment in OpenAI now represents 30% of its balance sheet. In addition to OpenAI, the company holds over 277 million Worldcoin (WLD), which amounts to around 10% of its total circulating supply. Worldcoin, like OpenAI, was founded by Altman and aims to create a global ID system using iris scans.“Access to high-growth private companies has historically been limited to institutional investors, and we're proud to offer retail investors meaningful exposure to one of the most important AI companies in the world.” – Kevin O'Donnell, CEO, Eightco Holdings Co.<a href="https://stocktwits.com/coins/worldcoin-wld">Worldcoin token’s price</a> fell 2.8% in the last 24 hours to around $0.32. However, retail sentiment around WLD remained in ‘extremely bullish’ territory and saw ‘extremely high’ levels of chatter over the past day. Meanwhile, retail sentiment around OpenAI trended in ‘neutral’ territory, also accompanied by ‘extremely high’ levels of chatter.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_20_115821_png_a07255fbd7.webp" alt="Screenshot 2026-03-20 115821.png" width="1273" height="157"><figcaption>WLD retail sentiment and message volume on March 20 as of 12:15 p.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Fresh Funding Strengthens Strategic Position</h2>The move comes after the company had&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/orbs-stock-shoots-up-125-m-backing-bitmine-ark-invest-payward-dan-ives-perfect-team/cZdu34jRI9W">announced</a> it had secured $125 million in new funding last week. The funding round was led by Bitmine Immersion Technologies (BMNR), which committed $75 million, complemented by $25 million each from Cathie Wood-led ARK Invest and Payward, parent of global crypto platform Kraken.&nbsp;BMNR chairman Tom Lee was added to the board of directors, and Dan Ives stepped down from his role as chairman. Bitmine currently holds a&nbsp; $83 million stake in Eightco Holdings.&nbsp;<a href="https://stocktwits.com/symbol/BMNR">BMNR’s stock</a> was down 1.7% in midday trade with retail sentiment trending in ‘bullish’ territory amid ‘extremely high’ levels of chatter over the past day.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/coinbase-launches-perpetual-futures-amid-hyperliquid-s-trading-boom/cZ3XY6pRILg">Coinbase Launches Perpetual Futures Amid Hyperliquid’s Trading Boom – MAG 7, SPY, QQQ In Lineup</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Eightco Holdings logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

ORBS Stock Struggles To Reclaim $1 Despite Expanding OpenAI Investment To $90 Million Amid Market Selloff

If ORBS’ share price remains below the $1 threshold for more than 30 days, the company risks receiving a deficiency notice from Nasdaq.

Cryptocurrency

<ul class="summary-bullets"><li>Microsoft is considering legal action against Amazon and OpenAI over a $50 billion deal that could breach its preexisting exclusive partnership with OpenAI.</li><li>The dispute centers on AWS hosting OpenAI's forthcoming agentic AI product line, Frontier.</li><li>If the dispute goes to court, it would renew scrutiny on cloud-AI deals and potentially disrupt OpenAI's IPO plans.</li></ul>Microsoft Corp. and Amazon.com, Inc. could be&nbsp;heading toward&nbsp;a legal clash over OpenAI,&nbsp;a dispute that would send shockwaves through the world of hyperscaler-AI partnerships and cast fresh uncertainty over OpenAI's planned public listing.The Financial Times <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ft.com/content/e814f4c3-4fb5-4e2e-90a6-470044436b39?syn-25a6b1a6=1">reported</a> that Microsoft is weighing legal action against Amazon and OpenAI over a $50 billion deal it believes could violate its exclusive cloud partnership with the ChatGPT maker, citing people familiar with the matter.Microsoft&nbsp;first&nbsp;backed OpenAI&nbsp;in&nbsp;2019 and&nbsp;has since invested an estimated $13 billion-$14 billion across multiple rounds.&nbsp;Following OpenAI's restructuring last October,&nbsp;Microsoft holds roughly 27% equity in the for-profit entity, making it the company's largest shareholder.<h2 class="st-heading-2">What's The MSFT-AMZN-OpenAI Tangle?</h2>At the heart of the conflict is whether Amazon Web Services can host OpenAI's new commercial product, Frontier, without violating a long-standing agreement that requires all access to OpenAI's models to flow through Microsoft's Azure platform.Frontier is built on top of OpenAI's existing AI agent tools, <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/articles/openai-unveils-frontier-a-product-for-building-ai-co-workers-a013784c?utm_source=chatgpt.com">designed</a> to make it easier for businesses to pull together the data sources their agents need to function. According to OpenAI, the agents will be able to draw on information from multiple sources to complete tasks such as managing files and executing code.Amazon and OpenAI are <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://openai.com/index/introducing-the-stateful-runtime-environment-for-agents-in-amazon-bedrock/">developing</a> a technical workaround, but Microsoft reportedly disputes its viability, arguing the approach would violate the spirit of their agreement, if not its explicit terms.Microsoft had been OpenAI's exclusive cloud provider since its first investment, though it gave up that exclusivity during OpenAI's restructuring last October.<h2 class="st-heading-2">What's At Stake?</h2>For now, the three companies are still in talks to resolve the matter without going to court. One source told the FT that Microsoft is unlikely to pursue litigation while it is already facing regulatory probes in the U.S., UK, and EU over alleged anti-competitive licensing practices tied to Azure.But if the dispute does escalate, the consequences could be significant. A court case would put cloud-AI arrangements under fresh regulatory scrutiny across the industry. It could complicate OpenAI's IPO timeline, which is already clouded by Elon Musk's ongoing lawsuit against the company and its CEO, Sam Altman.On Stocktwits, retail sentiment was 'bearish' for <a href="https://stocktwits.com/symbol/MSFT">MSFT</a> and 'extremely bearish' for <a href="https://stocktwits.com/symbol/AMZN">AMZN</a>, as traders remained focused on the U.S. Federal Reserve's interest rate decision later on Wednesday.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read More:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ttd-stock-downgraded-by-stifel-after-publicis-dispute-but-retail-and-wall-street-are-more-optimistic/cZ37TpVRIgd">TTD Stock Downgraded By Stifel After Publicis Dispute — But Retail And Wall Street Are More Optimistic</a>&nbsp;

The Microsoft logo appears on a smartphone screen with the OpenAI logo in the background. (Photo by Samuel Boivin/NurPhoto via Getty Images)

Microsoft Backed OpenAI — Now It May Sue Over A Rival Cloud Deal: Here's What's At Stake

Microsoft Corp. and Amazon.com, Inc. could be heading toward a legal clash over OpenAI, a dispute that would send shockwaves through the world of hyperscaler-AI partnerships

Microsoft Weighs Lawsuit Against OpenAI, Amazon Over $50B Cloud Deal: Report

A legal case involving two Big Tech titans and a top AI company would have far-reaching consequences.


Elon Musk speaks alongside U.S. President Donald Trump to reporters in the Oval Office on May 30, 2025. (Photo by Kevin Dietsch/Getty Images)

Elon Musk Says He Won't Profit From OpenAI Lawsuit — Even As Judge Questions Massive $134B Damages Claim

Musk's expert witness claims his $38 million donation accounted for up to 75% of OpenAI's not-for-profit value. While a California judge called the number unconvincing, a jury will now decide the outcome.

<ul class="summary-bullets"><li>Elon Musk suggested on X that advances in AI could make all jobs optional, potentially leading to universal high income.</li><li>The commentary was in response to an analysis by Andrej Karpathy, a former AI researcher, examining AI exposure across various jobs in the U.S. economy.</li><li>The average AI exposure score was 5.3, indicating moderate AI exposure across most jobs.</li></ul>SpaceX marked its 24th anniversary on Sunday as CEO Elon Musk said advances in artificial intelligence could eventually make traditional jobs unnecessary.Musk wrote on X that “all jobs will be optional,”&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/2033053166238109969?s=20">responding</a> to a viral post about a new analysis developed by Andrej Karpathy, a former AI researcher at Tesla (TSLA) and OpenAI. Musk added that “there will be universal high income,” suggesting that advances in AI could eventually transform how people work and earn. The billionaire has hinted at this vision for years. In December, Musk also&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/2001742502332911922">wrote</a>, “The future is going to be AMAZING with AI and robots enabling sustainable ABUNDANCE for all!”<figure class="image"><a class="st-link-external" href="https://x.com/elonmusk/status/2033053166238109969?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_15_at_7_44_21_AM_png_7ee92fcc91.webp" alt="Screenshot 2026-03-15 at 7.44.21 AM.png" width="800" height="1110"></a><figcaption>Elon Musk on jobs. Source: @<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk">elonmusk</a>/x</figcaption></figure><a href="https://stocktwits.com/symbol/TSLA">Tesla (TSLA)</a> was in the red in the after-hours. On Stocktwits, retail sentiment around TSLA remained in the 'bullish' zone, as chatter levels remained 'high' over the past day.&nbsp;<h2 class="st-heading-2">AI Could Disrupt Screen-Based Jobs</h2>Karpathy's tool looks at how likely AI and automation are to take over different jobs in the U.S. economy. His project looked at 342 jobs using data from the U.S. Bureau of Labor Statistics. For each job, it gave an AI exposure score from 0 to 10 based on how easily large language models could do the tasks. A treemap showed the results and how AI could affect the job market as a whole.&nbsp;The analysis found that the average AI exposure score across jobs was 5.3, which means that people were exposed to AI at a moderate level overall. Some jobs got a lot higher scores, like medical transcriptionists, who got a perfect score of 10 out of 10, while software developers got scores between 8 and 9. According to Karpathy’s model, jobs with high scores are likely to be replaced by AI-driven automation. On the other hand, jobs that require physical labor, such as roofing, received scores between 0 and 1, indicating little exposure.One user named Rohan Paul, an AI commentator on X,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/rohanpaul_ai/status/2033124688470409321?s=20">wrote</a> that the analysis showed many screen-based jobs could be most affected, with roles in office administration, legal services, and some programming tasks having the highest exposure scores. Additionally, the visualization calculated that jobs with high AI exposure are associated with annual wages of roughly $3.7 trillion.&nbsp;Karpathy's project used occupational data from the Bureau of Labor Statistics' Occupational Outlook Handbook and large language models to assess automation risk.<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitgo-ceo-flags-crime-risk-from-crypto-reporting-databases/cZ3bNB6RIOH">Read also: Crypto Reporting Databases Could Expose Bitcoin Holders To Crime, BitGo CEO Warns</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Elon Musk pictured during a panel talk at the World Economic Forum Annual Meeting in Davos, Switzerland, on January 22, 2026. (Photo by Harun Ozalp/Anadolu via Getty Images)

‘All Jobs Will Be Optional,’ Elon Musk Says As Karpathy’s AI Analysis Reveals Jobs At Risk

Andrej Karpathy's study assessed automation risk using data from the BLS Occupational Outlook Handbook.

<ul class="summary-bullets"><li>On Wednesday, Nvidia released Nemotron 3 Super, its most capable open-weight AI model to date.</li><li>Nvidia has earmarked to spend $26 billion on AI models over the next four years.</li><li>Nvidia investors and enthusiasts are prepping for the company’s developers’ conference, which starts next week and features a host of product announcements.</li></ul>Nvidia Corp. has indeed earmarked $26 billion for developing its own artificial intelligence (AI) models over the next five years, Wired&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wired.com/story/nvidia-investing-26-billion-open-source-models/">reported</a> on Wednesday. The move could put the chip giant in more direct competition with enterprise AI offerings from OpenAI, Google, and others.According to Wired, Nvidia is doubling down on open model development, with executives confirming progress previously hinted at in a 2025 regulatory&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/ix?doc=/Archives/edgar/data/1045810/000104581025000230/nvda-20251026.htm">filing</a>. "Nvidia is taking open model development much more seriously. And we are making a lot of progress. It's in our interest to help the ecosystem develop," said Bryan Catanzaro, VP of applied deep learning research, according to the report.&nbsp;The AI chip giant began developing its own large language models (LLMs) – the Nemotron series – in 2023, as part of its push to build a full enterprise AI stack around its GPUs. The models, released with open weights or permissive licenses for research and enterprise use, are designed to help enterprises build, customize, and deploy AI applications on Nvidia hardware and cloud platforms.&nbsp;Unlike consumer chatbots, Nvidia’s models are aimed at businesses, developers, and cloud providers, enabling companies to build applications for tasks such as customer service, coding, and data analysis, and to run them on Nvidia’s AI infrastructure.On Wednesday, Nvidia also released Nemotron 3 Super, its most capable open-weight AI model to date. The model size makes it roughly equivalent to the largest version of OpenAI’s GPT-OSS. Unlike the previous Nemotron models, which mainly served as training frameworks or research models, Nemotron-3 Super is positioned as a production-ready model optimized for enterprise deployment.<h2 class="st-heading-2">Nvidia Fans, Investors Gear Up For AI Conference</h2>The development comes ahead of Nvidia’s&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.nvidia.com/gtc/">GTC conference</a>, kicking off in San Jose next Monday. The annual developer conference typically features the unveiling of new AI chips, data-center systems, and software tools, with this year’s edition expected to place a heavy focus on agentic AI platforms.Earlier in the week, news&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-s-next-ai-bet-report-says-nemo-claw-could-power-enterprise-ai-agents/cZdoNuERIes">leaked</a> of a forthcoming agentic platform from Nvidia called NemoClaw, designed for enterprises to build AI agents to perform tasks for their own workforces.<h2 class="st-heading-2">Latest Retail’s View On NVDA</h2>On Stocktwits, retail sentiment has dropped since the start of last week and was ‘bearish’ as of late Wednesday, amid ‘low’ message volume. Users discussed the new AI model, the Nebius investment, and shares, but more importantly, how the U.S.-Iran war would continue to weigh on the broader market.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_12_at_9_05_03_AM_png_1d82ba1a2c.webp" alt="Screenshot 2026-03-12 at 9.05.03 AM.png" width="578" height="84"><figcaption>NVDA sentiment and message volume as of March 11 | Source: Stocktwits</figcaption></figure>“$NVDA Looking to be a bloodbath tomorrow. Sadly no solution for Iran target practicing on oil tankers in the straight of H, which means oil will keep climbing. Markets are beginning to realize prez’s promises won’t fix the problem. Let’s hope NVDA can hold strong!!”&nbsp;<a href="https://stocktwits.com/RetiredLife_45/message/647295140">said</a> a user.<a href="https://stocktwits.com/symbol/NVDA">Nvidia shares</a> have risen for three straight sessions, gaining 4.6%, but remain marginally lower year to date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ui-path-s-palantir-moment-ceo-sees-increased-appetite-for-war-department-contracts-retail-ecstatic/cZdMpjNRIBA">UiPath’s Palantir Moment? CEO Sees ‘Increased Appetite’ For War Department Contracts — Retail Ecstatic</a>

Nvidia CEO Jensen Huang addresses participants at CES 2025 in Las Vegas, Nevada, on January 6, 2025. (Photo by Artur Widak/NurPhoto via Getty Images)

Nvidia Confirms Building AI Models That Compete With Its Own Biggest Customers — And It’s Spending $26B To Do It

Nvidia has been developing its own AI models since 2023; unlike consumer chatbots, these models are designed to help enterprises build AI applications that run on Nvidia chips.

Nvidia Plans $26B Push For Proprietary AI Models In Direct Fight With OpenAI, Google

Nvidia has been developing its own AI models since 2023; unlike consumer chatbots, these models are designed to help enterprises build AI applications that run on Nvidia chips.


<ul class="summary-bullets"><li>Burry said OpenAI left the Oracle project because it favored Nvidia’s Ruben chips over Oracle’s planned Blackwell setup.</li><li>Oracle denied reports that its OpenAI partnership collapsed and said the Abilene expansion remains on track.</li><li>Burry alleged that Nvidia intervened financially to prevent Advanced Micro Devices from obtaining the contract tied to the project.</li></ul>Michael Burry, the investor famous for predicting the housing market crash and profiled in Michael Lewis’ book “The Big Short”, has criticized Nvidia’s aggressive tactics in the data center market on Tuesday, highlighting concerns over potential antitrust issues.&nbsp;In a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/michaeljburry/status/2031372178529092088">post</a> on X, Burry stated that OpenAI’s recent decision to&nbsp;walk away from the Oracle data center deal exposes deeper competitive conflicts between major chipmakers.&nbsp;<h2 class="st-heading-2">Chip Dispute Behind AI Infrastructure Shift</h2>According to Burry, OpenAI opted out of the Oracle project because it preferred Nvidia’s Ruben architecture over the Blackwell configuration that Oracle had ordered. Oracle had already taken on substantial debt to secure the location and order equipment built around Blackwell chips, but OpenAI feared the technology would be outdated by the time construction finished.Despite the dispute, Burry acknowledged that Oracle and OpenAI remain partners on other initiatives. In an X&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Oracle/status/2031200640186101822?s=20">post</a> on Monday, Oracle dismissed&nbsp;reports that its collaboration with OpenAI for the Abilene data center expansion had fallen through and confirmed that it is still on schedule. A Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-03-06/oracle-and-openai-end-plans-to-expand-flagship-data-center">report</a> on Friday said Oracle and OpenAI have canceled their plans to expand the Texas data center.&nbsp;<a href="https://stocktwits.com/symbol/ORCL">Oracle stock</a> inched 0.2% lower on Tuesday afternoon. On Stocktwits, retail sentiment around the stock changed to ‘extremely bullish’ from ‘bullish’ territory the previous day. Message volume shifted to ‘high’ from ‘normal’ levels in 24 hours.&nbsp;Oracle will report quarterly results after the closing bell on Tuesday. Analysts expect the company’s revenue to be $16.9 billion and its earnings per share (EPS) to be $1.7, according to Fiscal AI data.&nbsp;<h2 class="st-heading-2">Nvidia’s Influence</h2>Burry claimed that Nvidia stepped in to stop Advanced Micro Devices Inc. (AMD) from winning the Oracle contract. He called the move “mafia-like” and suggested it could raise antitrust concerns given Nvidia’s power within the AI chip ecosystem.&nbsp;<img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_10_132925_png_76fcfdee66.webp" alt="Screenshot 2026-03-10 132925.png">The investor also noted that the U.S. Department of Justice has examined Nvidia’s market practices for nearly two years. However, he expressed skepticism about whether regulators will ultimately pursue enforcement action.&nbsp;ORCL stock has gained 1.75% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ondas-draws-retail-buzz-as-subsidiary-lands-15-8-m-israel-mine-clearing-deal/cZdoxjgRI7i">Ondas Draws Retail Buzz As Subsidiary Lands $15.8M Israel Mine-Clearing Deal</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Michael Burry attends the "The Big Short" New York premiere at Ziegfeld Theater on November 23, 2015 in New York City.

Michael Burry Warns OpenAI’s Oracle Data Center Exit Highlights Nvidia’s Power Play

In a post on X, Burry stated that OpenAI’s recent decision to walk away from the Oracle data center deal exposes deeper competitive conflicts among major chipmakers.

The Oracle logo is displayed on a mobile phone with the company's branding seen in the background in this photo illustration.

Oracle Says Flagship Data Center Expansion On Track As Investors Brace For Q3 Report 

Investors will closely scrutinize the company’s debt levels and forward-order pipeline amid heightened risks posed by its growing debt pile and heavy reliance on a small group of customers.

Why Is Oracle Stock Rising In Premarket Today?

Investors will closely scrutinize the company’s debt levels and forward-order pipeline amid heightened risks posed by its growing debt pile and heavy reliance on a small group of customers.


<ul class="summary-bullets"><li>OpenAI’s tweak is a net positive for Shopify, Jefferies says.</li><li>Shopify’s AI e-commerce and recent AI investment make it the ‘go-to agent-enablement toolkit for merchants.’</li><li>Stocktwits sentiment for SHOP ‘bearish’ as the stock continues to be under pressure over profit worries.</li></ul>Jefferies believes Shopify, Inc. could benefit from OpenAI’s decision to roll back plans to facilitate checkout within its ChatGPT chatbot, a move that could steer more customers and merchants toward Shopify’s solutions.The Information&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/openai-scales-back-shopping-plans-chatgpt?rc=prcjzy">reported</a> on Wednesday that OpenAI is tweaking its commerce flow to have checkouts take place within specific apps that plug into ChatGPT, rather than allowing users to make purchases directly from product listings that appear in ChatGPT search results.The AI giant had partnered with Etsy, Shopify, and Stripe for the checkout feature, touting it as a major business opportunity when it was announced six months ago.Jefferies said changes in OpenAI checkout reinforce Shopify's competitive position within the agentic commerce ecosystem and highlight the strength of its e-commerce infrastructure, according to Jefferies investor note summarized on The Fly.&nbsp;<h2 class="st-heading-2">Wall Street Mostly Bullish On SHOP</h2>Shopify’s continued investment in AI has positioned it to become the infrastructure layer for agentic commerce and the "go-to agent-enablement toolkit for merchants." The firm raised its price target on SHOP shares to $150 from $125,&nbsp;implying more than 15% upside from the last close, while&nbsp;keeping a ‘Hold’ rating.Currently, 38 of 51 analysts recommend ‘Buy’ or higher on the stock, 12 recommend ‘Hold,’ and one recommends ‘Sell,’ according to Koyfin. Their average price target of 159.51 implies a 22% upside from the last close.<h2 class="st-heading-2">AI Investments Hurting Shopify Profits?</h2>Shopify has delivered consistently strong results in recent quarters, but the stock has come under pressure, partly as investors worry that heavy spending on AI could dent profits amid a broader perception that an AI bubble may be forming.On Stocktwits, the retail sentiment was ‘bearish’ as of early Monday, with some comments forecasting a potential uptick.&nbsp;“$SHOP slowly building momentum. Not explosive but the structure looks much healthier than a few weeks ago,” a retail trader&nbsp;<a href="https://stocktwits.com/EliasKnight_/message/646833003">said</a>.<a href="https://stocktwits.com/symbol/SHOP">Shopify shares</a> are down 19% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/iren-co-ceo-defends-6b-equity-plan-as-ai-boom-fuels-massive-data-center-spending-likely-to-deliver-outsized-returns/cZdVQMYRIIc">IREN Co-CEO Defends $6B Equity Plan As AI Boom Fuels Massive Data Center Spending: ‘Likely To Deliver Outsized Returns’</a>&nbsp;

The Shopify logo is pictured outside the The Well building on Spadina Ave. in Toronto. Toronto Star/Lance McMillanMay-04-2023 (Lance McMillan/Toronto Star via Getty Images)

Shopify Stock To Rally 15% More? Analyst Sees Boost From OpenAI’s ChatGPT Checkout Rollback

OpenAI is tweaking ChatGPT’s e-commerce flow so that checkouts occur within partner apps plugged into ChatGPT, rather than directly inside the chatbot, as previously planned.

<ul class="summary-bullets"><li>ARK Invest CEO Cathie Wood compared Anthropic’s Claude AI to the early days of the personal computer revolution.</li><li>She said Claude automated multiple internal finance workflows that had been planned for months of development with ease.</li><li>Alongside this, Claude rapidly rose in popularity as Anthropic faced growing scrutiny from the Pentagon.</li></ul>As ARK Invest continues to shift capital toward AI infrastructure and platforms, CEO Cathie Wood has called Anthropic’s Claude AI&nbsp;'A True PC' moment, seeing potential&nbsp;similar to the personal computer revolution back in the 1980s.Speaking in the latest&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=Q2gBVQ7NqyY">episode</a> of the&nbsp;In the Know (ITK) series, she compared Claude AI’s development to IBM's introduction of its first personal computer and Apple's release of Lisa in 1983. “This was the moment when [people] gathered to see what it was and what it could do,” she added.Back then, those systems could only do simple tasks and basic math, but they eventually changed the world economy. She said that something similar happened recently with her team when a finance worker used Claude to finish projects that had been on hold for months. Wood says the employee was surprised by how quickly the AI generated detailed tables, graphs, and calculations, and that the results were checked against manual calculations to ensure they were correct.&nbsp;She added that she was “blown away by how quickly he was able to automate all of these automation projects that he had lined up over the past six months.”Wood pointed out that the rise of cloud computing in the middle of the 2000s and later improvements in deep learning and transformer models were important steps that have led to the current wave of AI innovation.Last week, ARK Invest put more money into several AI and computing companies, including Baidu (BIDU),&nbsp;<a href="https://stocktwits.com/symbol/CRWV">CoreWeave (CRWV)</a>, and <a href="https://stocktwits.com/symbol/AMD">Advanced Micro Devices (AMD)</a>. The company is still allocating funds to AI infrastructure and platforms.<h2 class="st-heading-2">Claude’s Rise Amid Industry Tensions</h2>Wood's comments come at a time when Anthropic's Claude AI was becoming increasingly popular in the AI field. Last week, Claude&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/02/28/anthropics-claude-apple-apps.html">rose</a> to the #1 spot on free US apps on Apple, beating ChatGPT. This happened after tensions rose between Anthropic and the US Department of War, after&nbsp;<a href="https://stocktwits.com/news-articles/business/others/us-ai-policy-government-access-pentagon-anthropic/cZdKyupRI41">Anthropic refused</a> to allow the military access to users’ data for Pentagon-linked projects and mass surveillance.&nbsp;Despite the controversy, Wood suggested that the rapid improvement in AI tools showed the technology could be entering a phase in which multiple innovations converged at once, accelerating adoption across industries.&nbsp;Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/x-money-finance-crypto-technologist-paul-barron/cZdl2uhRI4p">Will X Money Transform Finance And Crypto? Technologist Paul Barron Thinks It Could</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Claude by Anthropic app logo appears on the screen of a smartphone in Reno, United States, on November 21, 2024. (Photo by Jaque Silva/NurPhoto via Getty Images)

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