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Invesco QQQ Trust Series 1

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is trending as the Independence City Council approved a significant tax abatement for its proposed AI data center, a decision met with both community enthusiasm and vocal opposition. The approval of this multi-billion-dollar project is seen as crucial for NBIS's future capacity, with many on social media emphasizing its distinct financial position compared to peers, despite broader market weakness.

Critical Metals Corp. engages in the mining, exploration, and development of lithium metals. It owns Wolfsberg Project and Tanbreez Project. The company was founded on October 24, 2022 and is headquartered in British Virgin Islands.

Critical Metals Corp.

Critical Metals Corp. is trending as the community anticipates a Bankable Feasibility Study (BFS) update for its Tanbreez heavy rare earth project in Greenland, with discussions centered on its strategic importance for US national security and defense, amidst escalating global tensions and China's rare earth dominance.

Battalion Oil Corp. engages in the acquisition, production, exploration, and development of liquids-rich oil and natural gas assets in the Delaware Basin. The company was founded in 1987 and is headquartered in Houston, TX.

Battalion Oil Corp - Ordinary Shares (New)

Battalion Oil is surging due to escalating Middle East tensions driving up oil prices, fueling a massive short squeeze as the community speculates on significant upside and debates the implications of the Strait of Hormuz situation.

Indonesia Energy Corp. Ltd. operates as an oil and gas, exploration, and production company. It engages in oil and gas assets portfolio with a mix between medium-sized producing blocks and exploration blocks with significant resources. Its portfolio includes Kruh, Citarum, and Rangkas Area. The company was founded by James J. Huang and Wirawan Jusuf in 2014 and is headquartered in Jakarta, Indonesia.

Indonesia Energy Corp Ltd

Indonesia Energy Corp is trending as escalating Middle East tensions, particularly around the Strait of Hormuz, are driving strong speculation for surging oil prices across the energy sector. The community is eagerly debating its potential for a multi-day run, drawing comparisons to other volatile oil plays amidst ongoing discussions of market manipulation.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

Gorilla Technology Group is trending following its recent full-year earnings report, which highlighted record revenue, a significant profitability turnaround, and a massive AI infrastructure pipeline, driving strong community discussion about its perceived undervaluation despite some lingering skepticism regarding past execution and stock performance.

Venture Global, Inc. engages in the development and construction of liquefied natural gas production, establishing us as a rapidly growing company delivering critical LNG to the world. It projects include Calcasieu, Plaquemines, CP2, CP3 and Delta projects. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

Venture Global is seeing significant investor interest following a robust Q4 earnings beat and a favorable legal outcome against Shell, while broader sentiment is fueled by surging global LNG prices due to escalating Middle East tensions impacting supply. The community is actively discussing the stock's perceived undervaluation, potential for a short squeeze, and its strong positioning to capitalize on high spot market prices.

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

SPY is trending as escalating US-Iran tensions and reported drone attacks on regional facilities generate intense debate, with some community members bracing for a significant downturn while others point to historical market resilience and potential for further upside.

MongoDB, Inc. engages in the development and provision of a general-purpose database platform. The firm's products include MongoDB Enterprise Advanced, MongoDB Atlas, and Community Server. It also offers professional services including consulting and training. The company was founded by Eliot Horowitz, Dwight A. Merriman, Kevin P. Ryan, and Geir Magnusson Jr. in November 2007 and is headquartered in New York, NY.

MongoDB Inc - Ordinary Shares - Class A

MongoDB Inc

MongoDB is trending due to a significant after-hours sell-off following its Q4 earnings, where a beat on revenue and EPS was overshadowed by weaker-than-expected guidance and leadership departures. The community is debating if the sharp drop is an "overblown" reaction and a "buy the dip" opportunity, or if it reflects concerns over the SaaS sector's outlook and prior valuation.

Hydrograph Clean Power, Inc. engages in the research, development, marketing and commercialization of patented technology to produce pristine graphene, graphene derivatives and services. The company was founded by Harold Charles Davidson on June 26, 2017 and is headquartered in Vancouver, Canada.

Hydrograph Clean Power Inc

HGRAF is trending after securing crucial regulatory clearances from the US EPA, UK REACH, and EU REACH, paving the way for commercial-scale sales of its high-purity fractal graphene in major global markets. The community is buzzing with excitement, viewing this as the "industrial unlock" for a "miracle material" with massive potential to disrupt numerous industries, with many anticipating significant contracts and a Nasdaq uplisting soon.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is trending amidst escalating U.S.-Iran tensions, as the market demonstrates surprising resilience with "V-shaped" recoveries despite geopolitical risks and concerns over the Strait of Hormuz. Community discussion heavily revolves around perceived market manipulation and a strong "buy the dip" sentiment, even as some contemplate rotation from tech to energy.

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<ul class="summary-bullets"><li>The U.S.-Iran escalation is weighing on the U.S. and Asian markets.</li><li>Tech stocks have been under for several weeks amid a selloff&nbsp;due to AI-related fears.</li><li>Retail investors feel MSFT indicators are upbeat, making it a good time to buy.</li></ul>Retail investors largely ignored the potential risk to Microsoft from the U.S.–Iran conflict, arguing the stock is among the safest plays even amid wartime volatility.&nbsp;Scores of user comments on the platform underscored the company’s defensive appeal, citing its vast scale and mission-critical products and services that underpin operations worldwide. Retail sentiment, however, remained ‘neutral,’ unchanged from the previous week, although chatter picked up considerably.<h2 class="st-heading-2">Retail's View On MSFT</h2>“$MSFT msft is such a safe name during war and it’s used heavily oh man 420 this week,”&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/Carlos_trades/message/646232203">said</a> a user, while another&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/H8shorts/message/646228200">said</a> it would rebound sharply on Monday as the conflict is essentially over and the U.S. won.<stembedurl>https://www.stocktwits.com/Carlos_trades/message/646232203</stembedurl><stembedurl>https://stocktwits.com/H8shorts/message/646228200</stembedurl>Another person&nbsp;<a href="https://stocktwits.com/mcequity/message/646249270">said</a> that Microsoft's leading stock indicators looked healthy, making it the ideal time to load up shares: “$MSFT insiders buying, RSI, PE, 200 week. So many reasons to buy!!! This will be green tomorrow!”&nbsp;<stembedurl>https://stocktwits.com/mcequity/message/646249270</stembedurl>Members also discussed a potential upside from its investee company and AI partner, OpenAI, closing a massive $110 billion funding round and securing a key Pentagon contract.<h2 class="st-heading-2">Analysts Maintain Faith In Mag7</h2>Message volume surrounding MSFT on Stocktwits surged 64% over the past week, as the retail trading community expressed robust interest in the “Magnificent Seven” stock, with prominent analysts&nbsp;<a href="https://stocktwits.com/news-articles/default/5/dan-ives-calls-nvidia-amd-micron-microsoft-amazon-winners-as-software-nears-bottom/cZTcytCRITy">saying</a> the recent software selloff presented a great opportunity for investors.Microsoft shares declined 2.2% on Friday; they are down about 19% year to date. MSFT stock dropped 1% in Monday’s premarket trading, while the U.S. futures dropped by less than 1%.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/baba-bidu-jd-to-dip-in-new-york-today-hang-seng-sinks-as-us-iran-conflict-rattles-chinese-tech/cZddCXYRIcV">BABA, BIDU, JD To Dip In New York Today? Hang Seng Sinks As US–Iran Conflict Rattles Chinese Tech</a>

Screens show the logo of Microsoft and its AI service Copilot. 

Microsoft Retail Investors Shrug Off US-Iran Market Fears: 'Most Safe Name During Wars'

Retail investors largely ignored the potential risk to Microsoft from the U.S.–Iran conflict, arguing the stock is among the safest plays even amid wartime volatility. 

Equity

Microsoft stock declined 1% in Monday’s premarket session, after a 2.2% drop on Friday.

<ul class="summary-bullets"><li>Earlier on Thursday, Anthropic CEO Dario Amodei said in a statement that the company would not go along with the Pentagon’s request to use its AI models for all lawful uses.</li><li>Amodei primarily objected to mass domestic surveillance and fully autonomous weapons, saying it would “undermine, rather than defend, democratic values.”</li><li>Trump said in the post that he would use “the Full Power of the Presidency” to make Anthropic comply in case of any trouble with the transition.</li></ul>U.S. President Donald Trump on Friday said that the country’s federal agencies should stop using San Francisco-based Anthropic’s technology with immediate effect.In a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://truthsocial.com/@realDonaldTrump/posts/116144552969293195">post</a> on Truth Social, Trump said that there would be a six-month phase-out period for all government agencies, including the U.S. Department of War, using the technology.“I am directing EVERY Federal Agency in the United States Government to IMMEDIATELY CEASE all use of Anthropic’s technology. We don’t need it, we don’t want it, and will not do business with them again!” he said.“Anthropic better get their act together, and be helpful during this phase out period, or I will use the Full Power of the Presidency to make them comply, with major civil and criminal consequences to follow,” Trump added.<h2 class="st-heading-2">Anthropic Vs Pentagon</h2>Earlier on Thursday, Anthropic CEO Dario Amodei said in a statement that the company would not go along with the Pentagon’s request to use its AI models for all lawful uses, objecting namely to mass domestic surveillance and fully autonomous weapons, saying it would “undermine, rather than defend, democratic values.”Amodei had said in the statement that if the Pentagon were to offboard Anthropic, the company would comply with the decision and work to enable a smooth transition to another provider.“The Leftwing nut jobs at Anthropic have made a DISASTROUS MISTAKE trying to STRONG-ARM the Department of War, and force them to obey their Terms of Service instead of our Constitution. Their selfishness is putting AMERICAN LIVES at risk, our Troops in danger, and our National Security in JEOPARDY,” Trump has said in his Truth post.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_28_at_3_19_54_AM_png_a1d20326dd.webp" alt="Screenshot 2026-02-28 at 3.19.54 AM.png" width="1059" height="1234"></figure><h2 class="st-heading-2">&nbsp;</h2><h2 class="st-heading-2">OpenAI On Feud</h2>Rival company OpenAI’s co-founder and CEO Sam Altman also expressed support for Anthropic’s position, according to reports.Simultaneously, Altman also reportedly said that OpenAI is exploring a potential agreement with the U.S. Department of Defense to deploy its AI models, while maintaining the safety guardrails that led to the standoff between Anthropic and the Pentagon.This clash with the Pentagon comes amid a widely anticipated IPO for <a href="https://stocktwits.com/symbol/ANTHROPIC">Anthropic</a>, with reports suggesting the company may go public this year. <a href="https://stocktwits.com/symbol/OPENAI">OpenAI</a> is also widely expected to go public in 2026.For updates and corrections, email newsroom[at]stocktwits[dot]com.

This photograph shows a smartphone screen displaying the logo of Anthropic, an American company specializing in artificial intelligence (AI). (Photo by Samuel Boivin/NurPhoto via Getty Images)

Trump Directs US Agencies To Stop Using Anthropic Systems 'Immediately’ Amid Clash Over Military AI Controls

In a post on Truth Social, U.S. President Donald Trump said that there would be a six-month phase-out period for all government agencies, including the Department of War, using Anthropic’s technology. 

<ul class="summary-bullets"><li>Altman also said that OpenAI is discussing the Department of War potentially using the AI startup’s models while maintaining the safety guardrails that resulted in a standoff between Anthropic and the Pentagon.</li><li>He stated that he would seek a deal to cover any use of its models, except for those that are unlawful, such as domestic surveillance and autonomous offensive weapons.</li><li>Altman also said he would like to try to de-escalate the tensions between Anthropic and the Pentagon to prevent the setting of dangerous precedents for the rest of the industry.</li></ul>OpenAI co-founder and CEO Sam Altman reportedly expressed support for rival Anthropic’s position on military AI safeguards despite tensions with its co-founder Dario Amodei, while saying OpenAI is discussing a potential agreement with the Pentagon to deploy its models.According to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/tech/ai/openais-sam-altman-calls-for-de-escalation-in-anthropic-showdown-with-hegseth-03ecbac8">report</a> by The Wall Street Journal, Altman supported Anthropic’s position in principle while acknowledging the government’s concerns about a private company's control over national security matters of significance.“We have long believed that AI should not be used for mass surveillance or autonomous lethal weapons, and that humans should remain in the loop for high-stakes automated decisions. These are our main red lines,” he wrote in a memo to staff, according to the report.This comes amid OpenAI’s latest&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/will-open-ai-amazon-50-billion-deal-microsoft-chat-gpt-creator/cZTclClRITf">funding round</a> of $110 billion that values the company at $730 billion pre-money. The funding saw participation from Amazon.com Inc. (AMZN), Nvidia Corp. (NVDA), and SoftBank Group.Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/OPENAI">OpenAI</a> trended in the ‘neutral’ territory at the time of writing.<h2 class="st-heading-2">Altman Says OpenAI Discussing Pentagon’s Use Of Its Models</h2>Altman also said that OpenAI is discussing the Department of War potentially using the AI startup’s models while maintaining the safety guardrails that resulted in a standoff between Anthropic and the Pentagon.“We are going to see if there is a deal with the DoW that allows our models to be deployed in classified environments and that fits with our principles,” he said, according to the report.Altman stated that he would seek a deal to cover any use of its models, except for those that are unlawful, such as domestic surveillance and autonomous offensive weapons.He also said he would like to try to de-escalate the tensions between Anthropic and the Pentagon to prevent the setting of dangerous precedents for the rest of the industry.This is despite an ongoing rift between Altman and Anthropic, with the OpenAI CEO slamming Anthropic’s Super Bowl ads earlier this month, calling them “dishonest” in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/sama/status/2019139174339928189">post</a> on X.“I guess it’s on brand for Anthropic doublespeak to use a deceptive ad to critique theoretical deceptive ads that aren’t real, but a Super Bowl ad is not where I would expect it,” he said.<h2 class="st-heading-2">The Anthropic-Pentagon Standoff</h2>Anthropic announced on Thursday that it refuses to accede to the Pentagon’s request to use the company’s AI models for all lawful uses.“They have threatened to remove us from their systems if we maintain these safeguards; they have also threatened to designate us a “supply chain risk”—a label reserved for US adversaries, never before applied to an American company—and to invoke the Defense Production Act to force the safeguards’ removal,” the company said.Anthropic stated that if the Pentagon chooses to offboard the company, it will work to enable a smooth transition to another provider.<h2 class="st-heading-2">Altman Calls For ‘Urgent’ Regulation Of AI</h2>Altman called for “urgent” regulation of artificial intelligence technology at the India AI Impact Summit 2026 earlier this month, according to a Hindustan Times&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.hindustantimes.com/india-news/ai-impact-summit-delhi-2026-live-updates-day-4-ambani-modi-bill-gates-sam-altman-galgotias-university-row-latest-news-101771463480410.html?utm_source=chatgpt.com">report</a>.“Democratisation of AI is the best way to ensure humanity flourishes,” he said, while adding that the centralization of the technology in one country or company could lead to ruin.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/wbd-stock-double-downgrade-after-netflix-pulls-out-of-bidding-war-with-psky/cZTciKoRIT2">WBD Gets A Double Downgrade After Netflix Pulls Out Of Bidding War With Paramount Skydance — Here's What Analysts Said</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Open AI CEO Sam Altman speaks during Snowflake Summit 2025 at Moscone Center on June 02, 2025 in San Francisco, California. Snowflake Summit 2025 runs through June 5th.

Sam Altman Voices Support For Rival Anthropic’s Position On Military AI Safeguards, Says OpenAI Discussing Potential Deal With Pentagon: Report

The OpenAI co-founder supported Anthropic’s position in principle while acknowledging the government’s concerns about a private company having control over national security issues of significance.

<ul class="summary-bullets"><li>OpenAI said the latest deal with Amazon does not alter the framework governing its relationship with Microsoft.</li><li>Microsoft retains exclusive licensing access to OpenAI’s models and related intellectual property.</li><li>OpenAI disclosed $110 billion in fresh funding at a $730 billion pre-money valuation.</li></ul>OpenAI on Friday sought to reaffirm the strength of its alliance with Microsoft Corp. (MSFT) after the artificial intelligence company unveiled a sweeping new partnership and a funding commitment from Amazon.com Inc. (AMZN).&nbsp;The tech giants said their long-running collaboration, launched in 2019, remains intact despite OpenAI’s latest expansion.<h2 class="st-heading-2">Partnership Structure Remains Intact</h2>OpenAI said the latest deal with Amazon does not alter the framework governing its relationship with Microsoft, citing the companies’ prior joint disclosures. The ChatGPT&nbsp;creator emphasized that intellectual property rights, revenue-sharing terms, and cloud arrangements remain unchanged.Microsoft retains exclusive licensing access to OpenAI’s models and related intellectual property. The company also continues as the sole cloud provider for stateless OpenAI APIs, meaning third-party integrations, including those involving Amazon, will still run on Microsoft Azure infrastructure.OpenAI’s in-house products, such as Frontier, will likewise stay hosted on Azure.Retail sentiment on Stocktwits around OpenAI remained in ‘neutral’ territory amid ‘high’ message volume levels at the time of writing.&nbsp;&nbsp;<h2 class="st-heading-2">Amazon-OpenAI Deal&nbsp;</h2>Amazon and OpenAI announced a multiyear strategic alliance that includes a $50 billion investment from the e-commerce and cloud giant. The funding will begin at $15 billion, with an additional $35 billion contingent on future conditions.OpenAI also expanded its existing cloud arrangement with AWS, committing to consume roughly two gigawatts of Trainium chip capacity over eight years. The move aims to lower computing costs and improve efficiency as AI workloads grow.&nbsp;<blockquote>“We are entering a new phase where frontier AI moves from research into daily use at global scale.”-Open AI</blockquote>The AI firm disclosed $110 billion in fresh funding at a $730 billion pre-money valuation, backed by SoftBank Group Corp. (SFTBY), NVIDIA Corp. (NVDA), and Amazon.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dan-ives-says-anthropic-event-could-mark-bottom-in-software-selloff/cZTckTyRITa">Dan Ives Says Anthropic Event Could Mark Bottom In Software Selloff</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The OpenAI logo appears on a smartphone screen with the Microsoft logo in the background. 

Will OpenAI And Amazon’s $50B Deal Affect Microsoft? Here’s What The ChatGPT Creator Has To Say  

OpenAI has entered into a sweeping new partnership and a funding commitment from Amazon.

<ul class="summary-bullets"><li>‘Hardware is hard,’ Musk said, in response to the media report.</li><li>The Information reported friction between OpenAI and Softbank over data center buildout, prompting OpenAI to seek other partners for computing capacity.</li><li>OpenAI has reportedly scaled back its AI spending plans, now targeting roughly $600 billion in investment through 2030.</li></ul>Elon Musk appears to be having an “I told you so” moment. On Sunday, the billionaire tech entrepreneur reiterated his earlier claim that OpenAI would struggle to fund and execute its ambitious Stargate project, following a new media report that the Sam Altman-led company had encountered hurdles.The Information, citing sources, reported that the planned $500 billion Stargate initiative, a vast network of AI data centers, has run into significant roadblocks, prompting OpenAI to adjust its strategy and pursue computing-capacity deals outside its partnership with SoftBank Group.<h2 class="st-heading-2">Musk Quips</h2>“Hardware is hard,” Musk&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/2025726655587631184">posted</a> on X, in response to the report. “Those who have tried to do so at scale will understand,” he said in another&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/2025746774015512877">post</a>. The comments are a continuation of Musk’s view: when OpenAI announced Stargate in January 2025, he questioned the project’s viability and posted, “They don’t actually have the money.”The Stargate joint venture between OpenAI, Oracle and SoftBank hasn’t staffed up and isn’t building OpenAI’s data centers, The Information&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/inside-openais-scramble-get-computing-power-stargate-stalled">reported</a>.&nbsp;<h2 class="st-heading-2">OpenAI, SoftBank Clash Over Stargate Plan</h2>OpenAI and SoftBank have reportedly clashed over fundamental issues, including where to build the data centers and how to manage the projects. As part of Stargate, SoftBank is developing major data center projects in Texas; OpenAI had hoped&nbsp;that one of them would become its first self-built data center. However, SoftBank has pushed to keep control of the site.After months of talks, a compromise was&nbsp;reached: OpenAI would sign the long-term lease and control the facility’s design. SoftBank Energy would develop and own it.Meanwhile, OpenAI bypassed the Stargate framework to sign a massive $30 billion-a-year deal with Oracle last year and has also deepened its relationship with CoreWeave. The Information reported that OpenAI has shifted its priorities and no longer considers building its own data center a top priority.<h2 class="st-heading-2">OpenAI Reins In Expenditure</h2>In related news, CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/02/20/openai-resets-spend-expectations-targets-around-600-billion-by-2030.html">reported</a> over the weekend that the AI company is now telling investors it will spend $600 billion on AI infrastructure through 2030, a figure significantly lower than the $1.4 trillion Altman had touted just a few months ago.The developments come amid fresh fears about AI investments by top companies and whether they will deliver proportional gains in the future. Those fears, coupled with&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amazons-jaw-dropping-capex-leads-mega-cap-techs-630b-ai-spend-plans/cZbn6vQR4nL">eye-popping expenditure plans</a> from cloud companies, have led to a broad selloff in tech stocks.<h2 class="st-heading-2">Musk Vs Altman</h2>Musk, one of the co-founders when OpenAI started as a research lab in 2015, has been a vocal critic of OpenAI and Altman. He sued OpenAI over what he believes is the company’s reversal of its stated business goals after converting to a for-profit entity; in another lawsuit, Musk has complained that OpenAI and Apple were indulging in unfair business practices by promoting ChatGPT on Apple’s App Store.Altman has routinely hit back, too. On the sidelines of the AI Summit in India, he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://indianexpress.com/article/technology/artificial-intelligence/sam-altman-elon-musk-space-data-centres-10543749/">said</a> Musk’s plan to build data centers in space was “ridiculous”.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/crwd-panw-zs-other-cybersecurity-stocks-fall-hard-on-new-ai-scare-but-wall-street-isnt-panicking-yet/cZRtaWhR4U1">CRWD, PANW, ZS, Other Cybersecurity Stocks Fall Hard On New AI Scare — But Wall Street Isn’t Panicking Yet</a>&nbsp;

Elon Musk laughs during an in-conversation event with British Prime Minister Rishi Sunak (not pictured) at Lancaster House on November 2, 2023 in London, England. (Photo by Kirsty Wigglesworth - WPA Pool/Getty Images)

‘Hardware Is Hard’: Elon Musk Takes Swipe At Sam Altman Again As OpenAI’s $500B Stargate Project Reportedly Hits Turbulence

Report of delays and scaled-back spending fuels fresh tension between Elon Musk and Sam Altman, and reignites AI capex fears.

Elon Musk Takes Swipe At Sam Altman Again As OpenAI’s $500B Stargate Project Reportedly Hits Turbulence

Report of delays and scaled-back spending fuels fresh tension between Elon Musk and Sam Altman, and reignites AI capex fears.


The Google logo appears on a smartphone screen, and the Gemini logo serves as the background. (Photo by Nikolas Kokovlis/NurPhoto via Getty Images)

Google Gemini Pro 3.1: Alphabet Updates Its Benchmark AI, Analysis Says It Undercuts OpenAI's ChatGPT, Anthropic's Claude On Cost

Google’s Gemini 3, released in November, drew widespread praise and gave a notable lift to the company’s financial performance.

<ul class="summary-bullets"><li>Social media accounts reported that OpenAI has partnered with AppLovin to market its ChatGPT app.</li><li>AppLovin or OpenAI haven’t confirmed or commented on the partnership rumours.</li><li>Stocktwits sentiment remains&nbsp;for APP ‘bullish.’</li></ul>AppLovin Corp. shares surged by over 6% in after market session on Thursday, reacting to unconfirmed social media posts about a partnership with ChatGPT maker OpenAI, with retail investors forecasting a further upswing.An X user, investor Jonah Lupton,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/JonahLupton/status/2024579392358191497?s=20">posted</a> on Thursday: According to his source, “OpenAI mentioned today on their capital raise call that they're now starting to work with $APP (Applovin) on monetizing ChatGPT through ads.” Lupton owns AppLovin stock, he disclosed.Multiple social media accounts reported similar details about the collaboration, which in turn fueled the stock. OpenAI or AppLovin has yet to announce a formal collaboration or comment on the rumour.&nbsp;AppLovin provides software and AI solutions to help developers improve the marketing and monetization of their mobile apps, particularly gaming apps.<h2 class="st-heading-2">Retail’s View</h2>Conversation picked up on Stocktwits, with users looking at the rumoured partnership with OpenAI as a positive sign and&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/Biostockfollower/message/645400048">questioning</a> whether the after-market rally would continue into Friday.“$450 tomorrow at a minimum. FOMO,” said a user, forecasting sharp gains driven by traders aggressively picking up the stock for the fear of missing out.<stembedurl>https://www.stocktwits.com/5elm/message/645394732</stembedurl>“$APP true or not. Rumor or not. It’s nice to see a positive rumor than the false lies from the short reports,” another said.<stembedurl>https://stocktwits.com/Saddog_Insane/message/645401037</stembedurl><h2 class="st-heading-2">Critical Reports</h2>AppLovin has been accused in the past of inflating performance metrics and stealing customer data from social media, among other things, by notable financial blogs such as Fuzzy Panda Research, Culper Research, and Muddy Waters Research.More recently, Capitalwatch, a U.S.-based financial news site,&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/applovin-draws-retail-buzz-after-critical-report-stock-plunge/cmUuPJOR49A">published</a> a detailed report claiming that AppLovin’s primary shareholders, Hao Tang and his sister Ling Tang, used the company to launder billions of dollars in black money. It later&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/money-laundering-claims-on-applovin-shareholder-retracted-by-capitalwatch/cZbve2pR4om">redacted</a> those claims.Critical reports notwithstanding, investors have closely followed AppLovin after its stock surged a whopping 700% in 2024 and then another 100% last year.Earlier this month, the company posted upbeat results and a strong outlook, but the&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/app-stock-slumps-after-hours-despite-strong-q4-2025-earnings/cZb6sQ4R4AK">stock still declined</a> as investors remained wary of rising competitive pressure from new AI-driven entrants and established digital ad giants like Meta Platforms and Google.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-stock-retail-traders-are-getting-bearish-days-ahead-of-q4-print-what-s-causing-jitters/cZRZsYTR4Do">Nvidia Stock Retail Traders Are Getting Bearish Days Ahead Of Q4 Print: What's Causing Jitters?</a>

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

AppLovin Stock Surges After-Hours: OpenAI Tie-Up Buzz Leaves Retail Wanting More

AppLovin is a prominent platform for mobile app marketing, of particular interest to retail investors after a 7-fold jump in its stock in 2024.

<ul class="summary-bullets"><li>Sam Altman said that many unknowns remain about how AI superintelligence could reshape governments and global security.</li><li>One of his primary concerns centers on how authoritarian regimes might deploy highly advanced AI.</li><li>Altman added that governments should consider frameworks to supervise advanced AI systems and mitigate emerging risks.</li></ul>OpenAI CEO Sam Altman urged policymakers and technologists to approach the rise of superintelligent artificial intelligence with caution, warning that major unknowns remain about how such systems could reshape governments and global security.Speaking at India’s AI summit, Altman acknowledged growing public pressure for clarity about advanced AI but stressed restraint, emphasizing that even industry leaders lack definitive answers about the technology’s long-term trajectory.<h2 class="st-heading-2">Call For Caution</h2>Altman told attendees that society must accept uncertainty as AI capabilities accelerate.&nbsp;<blockquote>“We understand that with technology this powerful, people want answers. But it's important to be humble about what we don't know and always remember that sometimes our best guess is wrong.”&nbsp;-San Altman, CEO, OpenAI</blockquote>On Stocktwits, retail sentiment toward OpenAI was ‘bullish’ amid ‘low’ message volume.&nbsp;<h2 class="st-heading-2">Risks In Authoritarian Settings</h2>One of his primary concerns centers on how authoritarian regimes might deploy highly advanced AI. Altman said researchers have yet to determine how superintelligent systems will be used under dictatorships or in repressive state control.&nbsp;Altman added that governments should consider frameworks to supervise advanced AI systems and mitigate emerging risks. While advocating safeguards, Altman also emphasized broad access to AI tools. “Democratisation of AI is the best way to ensure humanity flourishes,” said Altman.According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-02-19/openai-funding-on-track-to-top-100-billion-with-latest-round">report</a>, OpenAI is nearing completion of a new fundraising effort that could raise more than $100 billion, eventually valuing the company at $850 million.OpenAI is&nbsp;preparing to launch its initial public offering in the fourth quarter this year. The company was founded in 2015 as a research organization focused on artificial intelligence, and since then, particularly after ChatGPT’s launch, its tools have changed how companies operate.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nice-stock-shot-up-pre-market-today-investors-cheer-upbeat-q4-buyback-plan/cZRjHltR4wM">NICE Stock Shot Up 9% Pre-Market Today – Investors Cheer Upbeat Q4, $600M Buyback Plan</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Open AI CEO Sam Altman speaks during Snowflake Summit 2025 at Moscone Center on June 02, 2025 in San Francisco, California. Snowflake Summit 2025 runs through June 5th. (Photo by Justin Sullivan/Getty Images)

Sam Altman Urges Caution On Superintelligent AI – Says Biggest Risks Remain Unknown

Speaking at India’s AI summit, OpenAI CEO warned that superintelligent AI could reshape governments and global security.

<ul class="summary-bullets"><li>Apple plans to debut its smartglasses, which would compete with Meta's and Snap's, in 2027.</li><li>Apple is hosting a special event on Mar. 4, where it is expected to release low-cost MacBooks and iPhone 17e.</li><li>Although shares jumped on Tuesday, Stocktwits sentiment remains in the ‘bearish’ zone.</li></ul>Apple, Inc. is reportedly accelerating the development of a trio of AI-powered consumer gadgets that would see it enter turfs dominated by rival tech companies like Meta, Snap, and OpenAI.<h2 class="st-heading-2">Three AI Gadgets In Pipeline</h2>The iPhone maker is developing an AI wearable, according to recent&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/apple-developing-ai-wearable-pin">leaks</a>, which could be an AirTag-sized pendant with cameras that can be pinned to a user’s shirt.&nbsp;Additionally, Apple is developing AI-powered smartglasses, code-named N50, which would compete with Meta's Ray-Bans and Snap’s Spectacles (both Meta and Snap are working on their next-gen offerings).&nbsp;Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-02-17/apple-ramps-up-work-on-glasses-pendant-and-camera-airpods-for-ai-era">reported</a> that Apple&nbsp;plans to begin production of smartglasses in December, ahead of a public release next year. A third product is AirPods with&nbsp;a camera and AI capabilities.&nbsp;All three devices would have deep Siri integrations and be linked to the user’s iPhone, according to the report. The news break sent&nbsp;<a href="https://stocktwits.com/symbol/AAPL">Apple shares</a> 4% higher intraday before they ended 3.2% up at $263.88 – a welcome rebound after two straight days of losses.&nbsp;<h2 class="st-heading-2">Other Catalysts</h2>Earlier this week, Apple&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-expected-to-debut-low-cost-macbook-iphone-17e-at-march-event/cZRW37FR4Mj">announced</a> a “special Apple Experience” event on March 4, at which it is widely expected to unveil new low-cost MacBooks and the iPhone 17e.&nbsp;The company also released iOS 26.4 beta for developers; the new iPhone software includes video podcasts, Apple Music playlists, and other features but leaves out Siri enhancements.<h2 class="st-heading-2">Stock Move, Retail Sentiment</h2>Apple has been caught in a tech industry-wide selloff amid fresh fears of AI-driven disruption, particularly for&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/from-adbe-to-msft-to-crm-legacy-software-stocks-get-smoked-on-new-ai-fears/cZbSntUR4mU">software companies</a>. Apple shares shed 8% last week.In a recent note, Wedbush&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-stock-s-pullback-over-ai-concerns-unwarranted-says-wedbush/cZRWVQAR4uS">said</a> Apple’s dip is overblown, and the company remains on course to unveil its next-generation AI features by summer. Apple’s repeated delays in shipping AI functionality that has long been available on competing smartphones and laptops are weighing on the company’s stock.Analysts are also lauding Apple, which has stood out by forecasting only a modest increase in capital expenditures this year, even as Big Tech peers have planned&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amazons-jaw-dropping-capex-leads-mega-cap-techs-630b-ai-spend-plans/cZbn6vQR4nL">significantly higher spending</a> than last year.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_18_at_11_42_28_AM_png_04a0221691.webp" alt="Screenshot 2026-02-18 at 11.42.28 AM.png" width="633" height="80"><figcaption>AAPL sentiment and message volume as of February 18 | Source: Stocktwits</figcaption></figure>Still, the Stocktwits sentiment for AAPL remained ‘neutral’ as of early Wednesday, unchanged over the past week.<h2 class="st-heading-2">Berkshire Trims Stake</h2>Meanwhile, Berkshire Hathaway disclosed that it trimmed its Apple position in the December quarter by 4.3% to $61.96 billion. Apple remains Berkshire's top portfolio company, comprising 22.6% of all of the firm’s holdings.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/you-tube-outage-hits-over-32-000-users-and-tests-googl-s-ai-fueled-momentum/cZR0gHVR4Hg">YouTube Outage Hits Over 32,000 Users And Tests GOOGL's AI-Fueled Momentum</a>

AI sign displayed on a screen and Apple logo displayed on a phone screen. (Photo by Jakub Porzycki/NurPhoto via Getty Images)

Apple Eyeing Meta And Snap’s Turf? 3 New AI Gadgets Reportedly In Works

The iPhone maker has reportedly accelerated development of AI-powered smartglasses, an AI wearable device, and new AirPods with cameras and AI features.

Robinhood’s Private Markets Bet: RVI IPO Opens Door to SpaceX, OpenAI Hype

The trading app is taking its biggest swing yet at democratizing private equity, just as retail sentiment cools and crypto headwinds bite.

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