SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including from sellers, advertising, and subscription services through internationally-focused online stores. The AWS segment is composed of global sales of compute, storage, database, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is trending after its latest earnings report projected up to $200 billion in capital expenditures for 2026, triggering a significant sell-off as the community debates whether this aggressive investment in AI and cloud infrastructure signals strong future growth or will dampen near-term profitability.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. It provides online news services where users can select and rank web content. The firm also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit is trending after its Q4 earnings beat revenue and EPS estimates, driven by strong ad growth and user engagement, and announced a substantial share buyback program. The community is actively debating whether these positive results can overcome recent market headwinds and analyst price target adjustments that have weighed on the stock.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is trending due to a Q2 earnings report that missed estimates, largely influenced by non-cash charges and reduced Bitcoin mining revenue, while also highlighting its pivot to AI with secured GPU financing and expanded power capacity. This fuels a polarized debate, with supporters viewing the sell-off as an overreaction to a long-term AI infrastructure play, contrasting with critics concerned about execution and profitability.

Strive, Inc. engages in the provision of an asset management Bitcoin treasury. It is focused on maximizing value for shareholders, accumulating bitcoin and outperforming bitcoin over the long run. The company was founded by Arshia Sarkhani, Jackson Fairbanks, Arman Sarkhani, and Kyle Fairbanks on March 9, 2022 and is headquartered in Dallas, TX.

Strive Inc. - Ordinary Shares - Class A

Strive Inc.

Strive Inc. is a major talking point as its 1-for-20 reverse stock split takes effect on February 6, coinciding with a severe Bitcoin downturn, fueling a highly polarized community debate about impending dilution and shorting risks versus hopes for a potential squeeze or recovery driven by bullish Bitcoin sentiment.

NIO, Inc. is a holding company which engages in the design, manufacture, and sale of electric vehicles. Its products include the EP9 supercar and ES8 7-seater SUV. It provides users with home charging, power express valet services, and other power solutions including access to public charging, access to power mobile charging trucks, and battery swapping. It also offers other value-added services such as service package, battery payment arrangement, and vehicle financing and license plate registration. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Jiading, China.

NIO Inc - ADR

NIO Inc

NIO is trending after announcing an expected first-ever adjusted operating profit for Q4 2025, which significantly exceeded market expectations and is prompting strong bullish sentiment. The community is also celebrating the imminent 100 million battery swap milestone, viewing these developments as a turning point for the company and a potential catalyst for a significant stock rally.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is trending amidst significant capital expenditure increases from major tech companies for AI infrastructure, driving strong community debate over sustained memory demand and market volatility, especially as reports confirm surging memory prices and ongoing supply shortages.

StarkNet is a permissionless decentralized Layer 2 (L2) validity rollup, built to allow Ethereum to scale via cryptographic protocols called STARKs, without compromising Ethereum’s core principles of decentralization, transparency, inclusivity and security. The StarkNet Token is needed to operate the ecosystem, maintain and secure it, decide on its values and strategic goals, and direct its evolution. This token will be required for (i) governance, (ii) payment of transaction fees on StarkNet, and (iii) participation in StarkNet’s consensus mechanism.

Starknet

Starknet ($STRK) is trending due to significant ecosystem growth, including rising Total Value Locked, a new Bitwise ETF in the pipeline, and expanded interoperability with its token now on Solana. The community emphasizes Starknet's advanced ZK-STARKs technology and long-term vision for Ethereum scaling, viewing it as an undervalued infrastructure play with increasing adoption in DeFi, BTCFi, and on-chain gaming.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is experiencing extreme volatility as it rebounds from sharp declines, leading to intense community debate over whether recent institutional activity signals a true bottom or a potential 'bull trap' amid swirling controversial rumors.

Liberty Global Ltd. engages in the provision of communications services. It offers broadband, video, and mobile communication solutions. It operates through the following segments: Sunrise, Telenet, VM Ireland, and Central and Other. The company was founded on July 27, 2022, and is headquartered in Hamilton, Bermuda.

Liberty Global Ltd - Ordinary Shares - Class B

Liberty Global plc - Ordinary Shares - Class B

Liberty Global Class B (LBTYB) is trending with extreme volatility and multiple trading halts, as the community actively compares its rapid price movement to recent surges in other Class B shares like KELYB and DISCB. Discussion revolves around a potential low float driving significant gains, while some warn of a pump-and-dump scenario.

Strategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Vienna, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MicroStrategy is trending after reporting a significant net loss, fueling a heated debate among investors over its Bitcoin acquisition strategy. Bulls anticipate a short squeeze as Bitcoin shows signs of recovery, while bears warn of further downside and potential bankruptcy due to the company's leveraged exposure to the volatile cryptocurrency.

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Nifty 50

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Reliance Industries Ltd.

Zomato Ltd.

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HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

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Apple Inc.

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<ul class="summary-bullets"><li>In a speech at the IMF Spring Meetings in April 2025, Warsh stated that the Fed’s current wounds are largely self-inflicted, adding that it’s time for the central bank to get policy back on track.</li><li>He added that Fed leaders should skip opportunities to share their latest musings.</li><li>Warsh said that rhetorically talking about the latest data release is a common problem and counterproductive.</li></ul>Mohamed El-Erian, Chief Economic Advisor at Allianz, stated on Friday that recent messaging from the Federal Reserve has come across as “confused,” contributing to avoidable volatility.The economist&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.politico.com/newsletters/morning-money-capital-risk/2026/02/06/fedspeak-interrupted-00768509">cited</a> a recent Politico newsletter stating that, as Fed Chair, Kevin Warsh could bring a shift in the central bank’s communication.“This shift would align with the views of many, myself included, who have worried that Fed communication has become increasingly less effective as a tool for forward guidance,” El-Erian said.<figure class="image"><img src="https://news.stocktwits-cdn.com/El_Erian_post_jpg_96cd3a879e.webp" alt="Mohamed El-Erian's post on X" width="725" height="491"><figcaption>Mohamed El-Erian's post on X | @elerianm/X</figcaption></figure>The Politico&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.politico.com/newsletters/morning-money-capital-risk/2026/02/06/fedspeak-interrupted-00768509">newsletter</a> stated that a Warsh-led Fed will “say a lot less,” citing the Fed Chair nominee’s distaste with respect to how the central bank conveys to financial markets about its next decision.<h2 class="st-heading-2">Warsh’s Criticism Of Fed’s Messaging</h2>In a speech at the IMF Spring Meetings in April 2025, former Fed Governor Warsh stated that the Fed’s current wounds are largely self-inflicted, adding that it’s time for the central bank to get policy back on track.“Near-term forecasting is another distracting Fed preoccupation. Economists are not immune to the frailties of human nature. Once policymakers reveal their economic forecast, they can become prisoners of their own words,” he said.The Fed Chair nominee added that Fed leaders should skip opportunities to share their latest musings, noting that rhetorically talking about the latest data release is a common problem and counterproductive.He said that he sees little value in the Fed’s data-dependent approach, arguing that relying on backward-looking data, which undergoes significant revision, reflects false precision and analytical complacency.<h2 class="st-heading-2">‘Decisive’ Upgrade To Powell</h2>Jeremy Siegel, professor emeritus of finance at the University of Pennsylvania’s Wharton School of Business,&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/wharton-jeremy-siegel-kevin-warsh-fed-chair-net-positive-trump-tariffs-wildcard/cZbitWPR4lD">said that</a> Warsh is a “decisive upgrade” to outgoing Fed Chair Jerome Powell.“His qualifications are superb, and most importantly, he brings genuine independent-minded thoughts back to the Fed—something that was too often lacking in recent years,” the economist said, adding that he expects the Senate to confirm President Trump’s nomination of Warsh.<h2 class="st-heading-2">Warsh’s Prior Experience</h2>Apart from his stint as a Fed Governor, Warsh has prior experience as the Fed’s emissary to emerging and advanced Asian economies.He was also a member of Morgan Stanley’s mergers and acquisitions team, having served as the firm’s Vice President and Executive Director.Warsh is currently a partner at Stanley Druckenmiller's Duquesne Family Office LLC and also serves on the board of directors of United Parcel Service Inc. (UPS) and Coupang Inc. (CPNG).Meanwhile, U.S. equities gained in Friday’s opening trade. At the time of writing, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY), which tracks the S&amp;P 500 index, was up by 0.59%, the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust ETF</a> (QQQ) rose 0.47%, while the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) gained 0.82%. Retail sentiment around the S&amp;P 500 ETF on Stocktwits was in the ‘bearish’ territory.The&nbsp;<a href="https://stocktwits.com/symbol/IEF">iShares 7-10 Year Treasury Bond ETF</a> (IEF) was up by 0.04% at the time of writing.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/bofa-flow-show-long-detroit-short-davos-trump-affordability-push/cZbFhAYR4F3">BofA Says 'Stay Long Detroit, Short Davos' Amid Trump's Affordability Push — What Does It Mean?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Mohamed El-Erian, Chief Economic Adviser of Allianz, during an interaction

El-Erian Says Recent Fed Messaging Has Come Across As 'Confused', Agrees That A Kevin Warsh-Led Central Bank Would Say A Lot Less

The economist cited a recent Politico newsletter stating that, as Fed Chair, Kevin Warsh could bring a shift in the central bank’s communication.

Equity

<ul class="summary-bullets"><li>BofA’s chief equity strategist, Michael Hartnett, noted that Wall Street is “sensibly rotating from AI spenders to beneficiaries, services to manufacturing, U.S. exceptionalism to global rebalancing.”</li><li>The firm recommended that investors remain short of the “Bro Billionaire” stocks, including Tesla, Palantir, and Nvidia.</li><li>The report recommended that investors stay long on “Main Street,” such as small-cap stocks, real estate investment trusts, and banks.</li></ul>Bank of America strategists reportedly stated on Friday that pressure on Wall Street is unlikely to ease until President Donald Trump’s approval ratings rebound.According to BofA’s latest Flow Show report, as&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.marketwatch.com/story/two-decade-high-for-bank-of-americas-bull-and-bear-indicator-points-to-stock-market-peak-strategist-says-9d577bba">cited</a> by MarketWatch, the firm’s proprietary Bull &amp; Bear Indicator is currently at a nearly two-decade high of 9.6, the highest since March 2006.BofA’s Bull &amp; Bear indicator measures trade sentiment on a zero-to-ten scale, with zero meaning ‘Extreme Bearish’ and ten meaning ‘Extreme Bullish’.Explaining what the Bull &amp; Bear indicator’s reading means, the firm stated in its report that the current signal is one of “peak positioning, peak liquidity, peak inequality,” according to the report.<h2 class="st-heading-2">Detroit Versus Davos</h2>BofA’s chief equity strategist, Michael Hartnett, noted that Wall Street is “sensibly rotating from AI spenders to beneficiaries, services to manufacturing, U.S. exceptionalism to global rebalancing.”The firm recommended investors stay short of the “Bro Billionaire” stocks, including Tesla Inc. (TSLA), Palantir Technologies Inc. (PLTR), and Nvidia Corp. (NVDA).It recommended that investors stay long on “Main Street,” such as small-cap stocks, real estate investment trusts, and banks, according to the report.According to a Reuters report&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.tradingview.com/news/reuters.com,2026:newsml_L6N3Z20R1:0-bank-of-america-says-stay-long-detroit-short-davos/">cited</a> by TradingView, the firm noted that “Bro Billionaire” stocks are down 6% since President Donald Trump’s inauguration in January 2025. On the other hand, small-cap stocks are up 13%, the firm noted.<h2 class="st-heading-2">Trump’s Affordability Push In Focus</h2>The firm picked small and mid-cap stocks as its favorite for a “boom” on Main Street in the run-up to the midterms, as President Trump focuses on cutting prices of energy, healthcare, housing, and electricity through Big Oil, Big Pharma, Big Banks, and Big Tech, respectively.“We are long Main St, short Wall St until Trump approval rating up on policy pivot to address affordability,” the firm stated in its latest Flow Show note, according to the report.The midterm general election will be held on Nov. 3, 2026, across all states in the U.S.At the time of writing, the&nbsp;<a href="https://stocktwits.com/symbol/IWM">iShares Russell 2000 ETF</a> (IWM), which tracks the Russell 2000 index, was up by 1.34%; the Invesco QQQ Trust ETF (QQQ) rose 0.71%; and the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY) gained 0.56%. Retail sentiment on Stocktwits about the iShares Russell 2000 ETF was in the ‘bearish’ territory.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/bitf-stock-gains-as-bitfarms-plans-rebrand-as-keel-infrastructure-redomicile-us/cZbFgPeR4Fb">BITF Stock Just Shot Up 6% Today Morning – Here’s Everything To Know About Bitfarm’s Rebranding And Redomiciliation To US</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The New York Stock Exchange stands on Wall Street in New York City

BofA Says 'Stay Long Detroit, Short Davos' Amid Trump's Affordability Push — What Does It Mean?

According to BofA’s latest Flow Show report, as cited by MarketWatch, the firm’s proprietary Bull & Bear Indicator is currently at a nearly two-decade high of 9.6, the highest since March 2006.

LFA Lugano Financial Advisors SA Acquires New Shares in Invesco QQQ $QQQ

LFA Lugano Financial Advisors SA bought a new position in shares of Invesco QQQ (NASDAQ:QQQ - Free Report) during the third quarter, according to the company in its most recent 13F filing with the...

Amazon store is seen at Promenade Street in Davos, Switzerland on January 21, 2025. (Photo by Ömer Sercan Karku/Anadolu via Getty Images)

AMZN Stock Falls To 8-Month Lows In Pre-Market After Declining Below 200-DMA For First Time Since October

Cantor Fitzgerald noted that Amazon’s $200 billion capital expenditure plans could reignite concerns around long-term return on invested capital.

<ul class="summary-bullets"><li>Snap reported fourth-quarter revenue that surpassed targets, although its Q1 forecast came in slightly below.</li><li>On Thursday, the market fell, led by declines in tech stocks such as Microsoft, amid AI-spending fears and a weak labour market report.</li><li>Even as Snap stock has lost a third of its value in the past week, Stocktwits sentiment continues to track ‘extremely bullish.’</li></ul>Snap, Inc. became an unfortunate victim in a tech rout sparked by concerns over the sector’s high spending and AI-driven disruption.Despite posting upbeat results late Wednesday,&nbsp;<a href="https://stocktwits.com/symbol/SNAP">Snap shares</a> dropped 13.4% on Thursday – its steepest drop since last August. Including that, the stock has now lost about 33% of its value just in the last six sessions. To be sure, Snap’s first-quarter revenue forecast came in slightly shy of estimates.Growth fears rattled Wall Street on Thursday, with signs of weakening in the labor market sparking another day of steep stock-market declines, even as <a href="https://stocktwits.com/news-articles/markets/equity/amazons-jaw-dropping-capex-leads-mega-cap-techs-630b-ai-spend-plans/cZbn6vQR4nL">eye-popping 2026 capital expenditure plans</a> from Microsoft, Amazon, and their peers continued to sour investor sentiment.The Nasdaq composite fell 1.6%, extending its worst rout since April’s tariff crash. The S&amp;P 500 information-technology sector dropped 1.7%, weighed by a 5% drop in Microsoft and a 4.7% slide in Salesforce. Amazon dropped 11.2% in the after market session.<h2 class="st-heading-2">Analysts, Retail View</h2>Snap’s drop came amid a string of positive commentary and price target upgrades from analysts.&nbsp;Wells Fargo, which raised its SNAP price target by $2 to $10, said the company’s business mix was shifting more toward subscriptions, a positive amid stable ad growth. They believe Snap is taking the appropriate steps to improve core profitability.B. Riley&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/snap-stock-surging-b-riley-upgrade/cZbZ4XoR4Vh">upgraded</a> its target to ‘Buy’ from ‘Neutral’ and kept its price target unchanged at $10 – implying a 70% upside to the stock’s close on Wednesday.Retail investors held their own. On Stocktwits, retail sentiment for SNAP remained ‘extremely bullish,’ unchanged since the company reported earnings.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_06_at_11_55_18_AM_png_0110e21bb7.webp" alt="Screenshot 2026-02-06 at 11.55.18 AM.png" width="696" height="76"><figcaption>SNAP sentiment and message volume as of February 5 | Source: Stocktwits</figcaption></figure>“The forecast does not include revenue from the Perplexity integration, a $400 million deal announced last year,”&nbsp;<a href="https://stocktwits.com/ArmasAnne1/message/644243494">said</a> a bullish user. “It reported net income of $45 million in the fourth quarter, compared with $9 million a year earlier… This moment can be considered a turning point.”Snap announced in November that it would integrate Perplexity’s AI-powered answer engine into Snapchat, with an earning potential of $400 million a year.However, Snap’s $500 million buyback plan sparked confusion. A retail investor&nbsp;<a href="https://stocktwits.com/JayG1234/message/644239443">questioned</a> whether the announcement was a repeat of the $500 million buyback announced in November or was it a fresh one. “Are they just basically scamming people into thinking they were launched twice?” this person posted.<h2 class="st-heading-2">Snap Earnings Recap</h2>Snap’s fourth quarter revenue rose 10% to $1.72 billion, surpassing analysts’ estimates of $1.70 billion. Advertising sales rose 5% to $1.48 billion, driven by growth in direct-response advertising.For the first quarter, Snap expects revenue of $1.5 billion to $1.53 billion, below the $1.55 billion analysts were projecting.Snap shares are now down 38% 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/apple-stock-is-bucking-the-trillion-dollar-tech-rout/cZbFcNfR4n1">Apple Stock Is Bucking The Trillion-Dollar Tech Rout — But Caution Still Prevails On Retail Street</a>&nbsp;&nbsp;

In this photo illustration, the logo of Snap Inc. is displayed on a smartphone screen.

SNAP Gets Caught Up In Tech Rout, Stock Posts Worst Day In 6 Months

Snap reported fourth-quarter revenue that surpassed targets, although its Q1 forecast came in slightly below.

Shares of the social media company fell nearly 14% on Thursday.


<ul class="summary-bullets"><li>Apple shares rose 6.4% this week, the best among the Mag 7 stocks; the benchmark Nasdaq dropped nearly 4%.</li><li>Apple reported strong results last week, with its capex forecast a fraction of what its Big Tech peers plan to spend.</li><li>Retail investors and analysts are cautiously optimistic amid strong iPhone 17 demand and pending the release of Google-powered AI features.&nbsp;</li></ul>Amid&nbsp;Wall Street’s&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dow-sp500-nasdaq-futures-slide-tech-selloff-weak-jobs-data-mstr-amzn-iren-hims-moh/cZbnxdVR4nO">tech rout</a>, Apple is beginning to look rather attractive.The iPhone maker has long been criticized for falling behind competitors in artificial intelligence development, and modest topline and share growth. However, as Big Tech’s&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>, AI-driven uncertainty for software firms, and fresh&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amazon-layoffs-16000-jobs-january-2026/cmygbX2R4iw">tech layoffs</a> trigger a broad selloff, Apple's steady and grounded approach has come as a breather.<a href="https://stocktwits.com/symbol/AAPL">Apple shares</a> rose 6.4% this week and are on track for their best week since last August.The move is the best among Magnificent Seven peers amid a 3.9% in the tech-heavy Nasdaq 100 index this week. Over this period, the tech selloff is estimated to have wiped off $1 trillion in stock market value,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-02-04/trillion-dollar-tech-wipeout-ensnares-all-stocks-in-ai-s-path">according to Bloomberg</a>.&nbsp;&nbsp;<h2 class="st-heading-2">Strong iPhone 17 Sales, Low Capex</h2>Apple gained investor confidence after it posted blowout December quarter results last week. iPhone sales rose 23% as the iPhone 17 lineup triggered scores of upgrades among users, helping bring in record revenue for Apple. The projected 13% to 16% higher sales in the March quarter, ahead of Wall Street’s 10% expectation.What’s jumping out, however, is Apple’s capital spending. The company will increase capital expenditures by a mere 2.3% to $13 billion – a drop in the pond compared to the combined capex of Amazon, Microsoft, Alphabet, and Meta forecast to more than double to $620 billion.<h2 class="st-heading-2">Retail, Analyst Views On AAPL</h2>“$AAPL will continue to rise because it's the only of the mag7 to not dump it's entire free cash flow into AI spend,”&nbsp;<a href="https://stocktwits.com/thezenunderground/message/644225947">said</a> a Stocktwits user.&nbsp;“Apple might have been criticized for being late... They were right, they were smart. Hats off Tim,”&nbsp;<a href="https://stocktwits.com/BowToTheDow/message/644224801">said</a> another.&nbsp;<stembedurl>https://stocktwits.com/BowToTheDow/message/644224801</stembedurl>There is also skepticism. “The (P/E) multiple is way too high, the growth is way too low and it's a matter of time before the Big Boys accumulate enough bag holders to drop this,”&nbsp;<a href="https://stocktwits.com/Aldogg/message/644218183">said</a> a bearish user. “Be careful.”Apple has a forward 12-month price-to-earnings ratio of 32.1, according to Koyfin. The figure is 29.8 for Amazon, 29.2 for Alphabet, 22.4 for Microsoft, and 22.2 for Meta.&nbsp;The retail sentiment for Apple on Stocktwits has mostly tracked ‘bullish’ and ‘extremely bullish’, before falling in the ‘bearish’ zone in the last two days amid the market selloff.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_06_at_10_10_38_AM_png_bdd06cd951.webp" alt="Screenshot 2026-02-06 at 10.10.38 AM.png" width="717" height="425"><figcaption>AAPL stock and retail sentiment over the past month | Source: Stocktwits</figcaption></figure>Apple also&nbsp;re-entered the $4 trillion market cap club earlier this week, joining Nvidia, while Alphabet dropped out of&nbsp;it, and Microsoft’s&nbsp;valuation fell below $3 trillion.Apple’s recent partnership with Google to power forthcoming AI features, alongside strong demand for the iPhone 17 line and a pickup in business in China, are driving optimism for the stock. The AI upgrades are expected to debut at Apple’s Worldwide Developer Conference in June.&nbsp;In related news, Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-02-05/apple-is-scaling-back-plans-for-new-ai-based-health-coach-service">reported</a> on Thursday that the company was scaling back plans for a virtual health coach, code-named Mulberry, as part of an effort to rethink its approach to the wellness services market.The majority of Wall Street analysts are bullish on Apple; 29 of 47 have a ‘Buy’ or higher rating, while 16 recommend ‘Hold,’ according to Koyfin.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amazons-jaw-dropping-capex-leads-mega-cap-techs-630b-ai-spend-plans/cZbn6vQR4nL">Amazon’s Jaw-Dropping Capex Leads Mega-Cap Tech’s $630B AI Spend Plans</a>

New Apple iPhone 17 Pros are displayed during an Apple special event at Apple headquarters.

Apple Stock Is Bucking The Trillion-Dollar Tech Rout — But Caution Still Prevails On Retail Street

As Big Tech capex and tech selloffs sour investor sentiment, Apple is emerging as a steady tech bet.

<ul class="summary-bullets"><li>Peter Tuchman said trading screens showed “nothing but red” as Nasdaq, S&amp;P 500, and Dow futures slid.</li><li>He flagged a surge in activity, with February volume up 30%–35% versus January.</li><li>However, he said it remains unclear what’s driving the drop, pointing to rising volatility, earnings pressures, geopolitics and AI-related uncertainty.</li></ul>As U.S. equity futures extended losses late Thursday, veteran New York Stock Exchange floor trader Peter Tuchman, better known as the “Einstein of Wall Street”&nbsp;because his hairstyle resembles the eccentric physicist, offered a floor-level view of a market that appears to have lost its footing.<h2 class="st-heading-2">Terrible Thursday For US Markets</h2>Tuchman — who started his stint at the NYSE in 1985 —&nbsp;in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/EinsteinoWallSt/status/2019527893798518915?s=20">video on X</a> said&nbsp;Thursday as “wild and crazy,” saying the market was “quietly, slowly” getting hit following a choppy start to February that included one up day, one down day, and one mixed session. By Thursday, he said, the picture had become clear: “definitely nothing but red on the screen.”Late Thursday,&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dow-sp500-nasdaq-futures-slide-tech-selloff-weak-jobs-data-mstr-amzn-iren-hims-moh/cZbnxdVR4nO">Nasdaq 100 futures</a> were down about 1.2%, S&amp;P 500 futures were lower by roughly 0.7%, and Dow futures slipped around 0.4%. In the prior session, the Dow Jones Industrial Average and the S&amp;P 500 both fell about 1.2%, while the Nasdaq Composite dropped roughly 1.6%, marking the Nasdaq 100’s biggest three-day decline since April.&nbsp;On Stocktwits, retail sentiment toward the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF Trust (SPY)</a> was ‘extremely bearish’ amid ‘high’ message volume, while sentiment toward the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> was ‘bearish’ amid ‘high’ message volume, and sentiment toward the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust (DIA)</a> was ‘bullish’ amid ‘high’ message volume.<h2 class="st-heading-2">US Markets Seeing Selloff, Not A Crash</h2>“Another wild and crazy day, the S&amp;P 500 wiped out over $700 BILLION in market cap today, now down 0.69% YTD. Meanwhile, Bitcoin hit its lowest price since October 2024,” he posted on X.One of the clearest changes, Tuchman said, was in trading activity. February volume, he noted, is running about 30% to 35% above January levels. He cited roughly 1.5 billion shares traded, with about twice as many shares changing hands in falling stocks as in rising ones.&nbsp;Despite the intensity of the move, Tuchman said the action should not be viewed as a crash, describing it instead as a selloff or pullback and stressing that a single down day does not define a market.He also pointed to several psychological levels that have slipped. The&nbsp;Dow Jones Index, he said, has broken below 49,000 and is drifting further away from the 50,000 mark. At the same time, he noted that the S&amp;P 500 had been just inches from the 7,000 level only days earlier, briefly touching it intraday.&nbsp;<h2 class="st-heading-2">Uncertainty Clouds Market Direction</h2>However, Tuchman remains unclear on what’s driving U.S. equities lower. He speculated moves in geopolitics, earnings and AI trade, which have dominated recent market narratives. “There’s a lot to digest, a lot to unpack. The dinner table is not getting ready to serve anybody yet.”Tuchman also flagged rising volatility, noting that the VIX was up more than 15%.&nbsp;“That means the fear is back in the market,” he said.&nbsp;He questioned whether fresh money was entering or leaving the market, whether earnings or geopolitical developments were contributing, and whether markets were entering what he described as a “quandary.” He also cited recent history, noting that the S&amp;P 500 has posted back-to-back annual gains of about 20%.<h2 class="st-heading-2">Earnings, Geopolitics And Weak Data Weigh</h2>On the earnings front, Amazon.com said it plans to spend $200 billion this year on data centers, ships, and equipment, while Alphabet projected capital expenditures of up to $185 billion in 2026. Elsewhere, Strategy reported a $17.4 billion fourth-quarter operating loss, IREN swung to a $155.4 million quarterly net loss, and Molina Healthcare posted a surprise quarterly loss after cutting its 2026 guidance. The selling spread broadly, with nine of 11 S&amp;P 500 sectors retreating.Geopolitics also stayed in focus. Iran confirmed it would hold negotiations with the United States in Oman on Friday. Ukraine peace talks remained on investors’ radar as well, while the U.S. and Russia agreed to restart high-level military contacts that had been suspended shortly after Russia’s invasion of Ukraine.All of this unfolded alongside softer U.S. labor data, with job openings falling to their lowest level since 2020, jobless claims rising more than expected, and employers announcing the largest number of job cuts for any January since 2009.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Trader Peter Michael Tuchman reacts as he works on the floor of the New York Stock Exchange during morning trading on April 15, 2025 in New York City. (Photo by Adam Gray/Getty Images)

‘Einstein Of Wall Street’ On NYSE Trading Floor Says ‘Fear Is Back’ In Markets After $700B S&P 500 Wipeout — But Doesn’t Think It’s A Crash

After a choppy start to February, selling pressure intensified late Thursday. From the NYSE floor, veteran trader Peter Tuchman says the tone has clearly shifted.

The logo and lettering of Amazon can be seen on the facade of Amazon Germany's headquarters in Parkstadt Schwabing in Munich (Bavaria). (Photo by Matthias Balk/picture alliance via Getty Images)

Amazon’s Jaw-Dropping Capex Leads Mega-Cap Tech’s $630B AI Spend Plans

Wall Street is rattled as companies from Amazon to Google double down on AI capex and investors start asking when the payoff actually arrives.

<ul class="summary-bullets"><li>Amazon.com said it plans to spend $200 billion this year on data centers, ships and equipment.</li><li>Nine of 11 S&amp;P 500 sectors closed lower in the prior session.</li><li>Downbeat U.S. labor data, including the lowest job openings since 2020 and the highest January job cuts since 2009, added to caution.</li></ul>U.S. stock futures were lower late Thursday as selling pressure in technology shares and weaker U.S. labor data carried over from the prior session.As of 8:03 p.m. ET, Nasdaq 100 futures were down 1.2%, while S&amp;P 500 futures were down 0.7%. Dow futures fell 0.4%.On Stocktwits, retail sentiment toward the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF Trust (SPY)</a> was ‘extremely bearish’ amid ‘high’ message volume, while sentiment toward the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> was ‘bearish’ amid ‘high’ message volume, and sentiment toward the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust (DIA)</a> was ‘bullish’ amid ‘high’ message volume.<h2 class="st-heading-2">Market Drivers</h2>In the prior session, the Dow Jones Industrial Average and the S&amp;P 500 fell 1.2% each, while the Nasdaq Composite slid 1.6%, extending the Nasdaq 100’s biggest three-day decline since April.Selling pressure intensified after several large-cap technology companies detailed significant increases in investment spending. Amazon.com said it plans to spend $200 billion this year on data centers, ships and equipment, while Alphabet Inc. projected 2026 capital expenditures of up to $185 billion. Separately, Anthropic released a new AI model designed to&nbsp;conduct financial research, potentially threatening software stocks.&nbsp;The resulting pullback broadened across the market, with nine of 11 S&amp;P 500 sectors retreating.Economic data also weighed on sentiment. U.S. job openings fell to their lowest level since 2020, initial jobless claims rose more than expected, and employers announced the largest number of job cuts for any January since 2009.<h2 class="st-heading-2">Trending Stocks To Watch</h2>Strategy (MSTR): Shares slipped about 1% in extended trading after the company reported a $17.4 billion&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mstr-posts-more-than-1600-percent-jump-in-its-operating-loss-in-q4-2025-as-bitcoin-crash-bites/cZbZlO9R4nE">fourth-quarter (Q4)</a> operating loss, driven entirely by an unrealized loss on digital assets, despite a 1.9% year-over-year rise in revenue.Amazon.com (AMZN): Shares&nbsp;plunged nearly 11% after hours as&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amazon-q4-2025-revenue-beats-estimates-on-strong-aws-results-announces-200b-capital-spending-in-2026/cZbZl9hR4n3">Q4 results</a> showed revenue of $213.4 billion, EPS of $1.95 below expectations, and a plan to lift 2026 capital expenditure to $200 billion, largely for AWS.IREN (IREN): Shares dropped about 22% in extended trading after the company swung to a $155.4 million&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/iren-stock-slides-after-market-after-swinging-to-loss-in-q2-2026/cZbZl6pR4nJ">Q2 net loss</a> and reported revenue of $184.7 million, below consensus.Hims &amp; Hers Health (HIMS): Shares fell about 10% after hours as&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/novo-nordisk-threatens-legal-action-against-hims-and-hers-over-compounded-wegovy-pill/cZbZQESR4VH">Novo Nordisk said</a> it would pursue legal and regulatory action following Hims’ launch of a compounded copy of Wegovy.Molina Healthcare (MOH): Shares plunged about 35% in extended trading after the insurer posted a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/moh-stock-plummets-after-hours-on-unexpected-q4-loss/cZbZl81R4ne">surprise Q4 loss</a>, citing Medicaid premium adjustments, higher medical costs, and issued 2026 earnings guidance well below estimates.<h2 class="st-heading-2">Broader Markets</h2>In broader markets, the yield on the benchmark 10-year U.S. Treasury note slid to around 4.18%.Precious metals remained under pressure following heavy losses earlier in the week. Spot silver declined 2.9% to $68.84 an ounce, after plunging 20% in the previous session, while gold edged down 0.3% to $4,764.18. Platinum and palladium also fell.The<a href="https://stocktwits.com/symbol/SLV"> iShares Silver Trust ETF (SLV)</a> dropped 16% during regular trading and slid another 6% after hours. On Stocktwits, retail sentiment toward SLV was ‘bullish’ amid ‘high’ message volume.The&nbsp;<a href="https://stocktwits.com/symbol/AGQ">ProShares Ultra Silver ETF (AGQ)</a> fell 30.46% in regular trading and declined a further 13.18% in after-hours trading. On Stocktwits, retail sentiment toward AGQ was ‘bullish’ amid ‘extremely high’ message volume.Oil prices declined for the first time in three days after Iran confirmed it would hold negotiations with the U.S. in Oman on Friday. West Texas Intermediate settled near $63 a barrel, while Brent crude traded below $68.Early Friday, Asian markets were mostly lower, with MSCI’s Asia-Pacific index excluding Japan down 1%. Japan’s Nikkei fell 1%, while Hong Kong’s Hang Seng Index edged higher.Among the catalysts for&nbsp;Friday are preliminary consumer sentiment data, remarks from Fed Vice Chair Philip Jefferson, and the consumer credit report.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Dow, S&P 500, Nasdaq Futures Slide On Tech Selloff And Weak Jobs Data: Why MSTR, AMZN, IREN, HIMS, MOH Are In Focus Today

Key catalysts for Friday include preliminary consumer sentiment data, remarks from Fed Vice Chair Philip Jefferson, and the consumer credit report.

Invesco QQQ (NASDAQ:QQQ) Shares Down 1.4% - Here's Why

Invesco QQQ (NASDAQ:QQQ) Trading Down 1.4% - Here's What Happened...

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ stock price, news, financials, current price, message board, forum, community insights, and trading ideas, Join 10 million+ investors and traders tracking markets in real-time on Stocktwits.

QQQ Stock Price Today - Get QQQ News, Analysis and Trading Ideas

Speculation is high that market makers are employing aggressive algorithms, causing sudden "V-pumps" and "rug pulls" in prices.

Traders are wary that the recent rally is a temporary upward movement, often followed by further declines.

Market sentiment is reacting to Bitcoin's recent volatile moves and perceived correlation with broader index performance.

Heavy investments by major tech firms into AI infrastructure and semiconductors are seen as a strong underlying driver for the sector.

Concerns about escalating geopolitical tensions with Iran, including travel advisories, are adding uncertainty to market stability.

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