SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

SSgA Active Trust - SPDR Dow Jones Industrial Average ETF

The SPDR Dow Jones Industrial Average ETF ($DIA) is actively debated as strong US economic data, including robust GDP and softening inflation, fuels optimism for a year-end rally. However, community sentiment is split, with many cautioning against "inorganic" holiday trading and potential global liquidity shifts, while others see DIA as an old economy barometer confirming broader market strength or weakness.

What is Amp?  Amp is described as the new digital collateral token offering instant, verifiable assurances for any kind of value transfer. Using Amp, networks like Flexa can quickly and irreversibly secure transactions for a wide variety of asset-related use cases.  How does Amp work?  Amp claims to offer a straightforward but versatile interface for verifiable collateralization through a system of collateral partitions and collateral managers. Where collateral partitions can be designated to collateralize any account, application, or even transaction, and carry balances which are directly verifiable on the Ethereum blockchain, collateral managers are smart contracts that can lock, release, and redirect collateral in these partitions as needed in order to support value transfer activities. Amp supports a wide variety of use cases for collateralization, and also introduces the concept of predefined partition strategies, which can enable special capabilities such as collateral models through which tokens can be staked without ever leaving their original address.

AMP Token

AMP Crypto is trending after a recent price surge ignited a polarized community discussion. Supporters emphasize its real-world utility through Flexa's merchant network and anticipate significant growth with pending regulatory clarity and strategic partnerships. However, many investors express deep frustration, warning of sustained manipulation and a history of pump-and-dump cycles despite its technological foundations.

Teladoc Health, Inc. engages in the provision of telehealthcare services using a technology platform via mobile devices, the Internet, video and phone. It operates through the following segments: Teladoc Health Integrated Care, BetterHelp, and Others. The Teladoc Health Integrated Care segment offers virtual medical services. The BetterHelp segment includes virtual mental health and other wellness services. The company was founded in June 2002 by George Byron Brooks, Michael Gorton, and Gary Wald and is headquartered in New York, NY.

Teladoc Health Inc

Teladoc Health is trending as discussions center on its strategic positioning to capitalize on the multi-billion dollar Rural Health Transformation Program and its new TytoCare integration, aiming to expand virtual care in underserved areas. Community sentiment is sharply divided, with many anticipating a significant long-term rebound driven by healthcare reform and AI innovation, while others express deep frustration over past financial performance, leadership decisions, and persistent stock underperformance. The conversation reflects a strong divergence between high conviction in a future turnaround and calls for greater accountability from management.

TotalEnergies SE is a global integrated energy company, which engages in the production of oil and biofuels, natural gas and green gases, renewables and electricity. It operates through the following business segments: Exploration & Production, Integrated LNG, Integrated Power, Refining & Chemicals, and Marketing & Services. The Exploration & Production segment encompasses oil and natural gas exploration and production activities. The Integrated LNG segment includes the integrated gas chain (including upstream and midstream LNG activities) as well as biogas, hydrogen and gas trading activities. The Integrated Power segment involves in the generation, storage, electricity trading and B2B-B2C distribution of gas and electricity. The Refining & Chemicals segment engages in the activities of refining, petrochemicals and specialty chemicals. This segment also includes the activities of oil supply, trading and marine shipping. The Marketing & Services segment includes the global activities of supply and marketing in the field of petroleum products. The company was founded on March 28, 1924 and is headquartered in Courbevoie, France.

TotalEnergies SE

Total Energies

TotalEnergies is trending as it expands its clean energy footprint with significant long-term deals, including powering Google's data centers, and actively pursues high-potential deepwater oil and gas exploration projects. The community is discussing its compelling dividend yield and strategic portfolio transformation, alongside its potential consideration for a New York listing to enhance valuation.

ConocoPhillips is an exploration and production company, which engages in the exploration, production, transport, and marketing of crude oil, bitumen, and natural gas. It operates through the following geographical segments: Alaska, Lower 48, Canada, Europe, Middle East, and North Africa, Asia Pacific, and Other International. The Alaska segment explores for, produces, transports and markets crude oil, natural gas and NGLs. The Lower 48 segment consists of operations located in the 48 contiguous U.S. states and the Gulf of Mexico. The Canada segment refers to oil sands development in the Athabasca Region of northeastern Alberta and a liquids-rich unconventional play in western Canada. The Europe, Middle East, and North Africa segment includes operations in the Norwegian sector of the North Sea, the Norwegian Sea, Qatar, Libya, Equatorial Guinea and commercial and terminalling operations in the U.K. The Asia Pacific segment focuses on explorations and product operations in China, Indonesia, Malaysia, and Australia. The Other International segment handles exploration activities in Columbia and Argentina. The company was founded by Isaac Elder Blake on November 25, 1875 and is headquartered in Houston, TX.

Conoco Phillips

ConocoPhillips is a key focus following its Marathon Oil acquisition, which enhances its low-cost U.S. shale portfolio and is projected to deliver over $1 billion in annual synergies. The community is actively discussing COP's strong Q4 earnings beat, substantial shareholder return commitments, and strategic moves in LNG and Arctic exploration. Investors are weighing these developments against volatile oil prices and geopolitical events, highlighting the company's long-term resilience.

Parker-Hannifin Corp. engages in the manufacture of motion and control technologies and systems. It operates through the Diversified Industrial and Aerospace Systems segments. The Diversified Industrial segment sells products to both original equipment manufacturers and distributors who serve the replacement markets in manufacturing, packaging, processing, transportation, mobile construction, refrigeration and air conditioning, agricultural and military machinery, and equipment industries. The Aerospace Systems segment offers products primarily in the commercial and military aerospace markets to both OEMs and to end users for spares, maintenance, repair, and overhaul. The company was founded by Arthur L. Parker in 1918 and is headquartered in Cleveland, OH.

Parker-Hannifin Corp.

Parker-Hannifin ($PH) is trending following its strategic acquisition of Filtration Group for over $9 billion, a move anticipated to significantly expand its market leadership and boost future earnings. This major corporate development, combined with continued strong performance in its Aerospace Systems segment and its reputation as a "Dividend King," is fueling bullish analyst sentiment and investor discussion, despite some debates around its current valuation.

SPDR Series Trust - State Street SPDR S&P Oil & Gas Exploration & Production ETF

SPDR Oil & Gas Exploration & Production ETF

The oil and gas exploration and production sector, represented by XOP, is fueling vigorous community debate, with many investors actively accumulating on perceived dips amidst discussions of a suppressed physical market and surging global demand from emerging economies and data centers. Despite ongoing geopolitical uncertainties and varied economic forecasts, there's a strong contrarian belief that the sector is building towards a significant long-term breakout into the late 2020s.

Cadrenal Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in developing novel therapy. It develops tecarfarin, a novel therapy with orphan drug indication, designed for the prevention of systemic thromboembolism of cardiac origin in patients with end-stage renal disease and atrial fibrillation. The company was founded by Quang X. Pham and Matthew K. Szot on January 25, 2022 and is headquartered in Ponte Vedra, FL.

Cadrenal Therapeutics Inc

Cadrenal Therapeutics, Inc.

Cadrenal Therapeutics is gaining attention for its expanding anticoagulation pipeline, highlighted by recent acquisitions and significant progress on its lead candidate, tecarfarin, including manufacturing readiness and a collaboration with Abbott. This "quiet expansion" is sparking community interest, with many anticipating a breakout given its low float and regulatory designations. However, skepticism persists among some regarding the company's financial stability and potential dilution.

Ameriprise Financial, Inc. operates as a holding company. The firm provides financial planning, asset management and insurance services to individuals, businesses and institutions. It operates through the following business segments: Advice & Wealth Management, Asset Management, Retirement & Protection Solutions, and Corporate & Other. The Advice & Wealth Management segment provides financial planning and advice, as well as full-service brokerage and banking services, primarily to retail clients through the company's financial advisors. The Asset Management segment provides investment advice and investment products to retail and institutional clients. It also provides products and services on a global scale through two complementary asset management businesses: Columbia Management and Threadneedle. The Columbia Management business primarily provides U.S. domestic products and services and Threadneedle primarily provides international investment products and services. Its international retail products are primarily provided through third-party financial institutions. The segments retail products include mutual funds and variable product funds underlying insurance and annuity separate accounts. The Retirement & Protection Solutions segment offers a variety of protection products to address the protection and risk management needs of the company's retail clients, including life, DI, and property-casualty insurance. The Corporate & Other segment consists of net investment income on corporate level assets, including excess capital held in the company's subsidiaries and other unallocated equity and other revenues from various investments as well as unallocated corporate expenses. The company was founded by John Tappan in 1894 and is headquartered in Minneapolis, MN.

Ameriprise Financial Inc

Ameriprise Financial is trending amidst robust discussion, notably due to widespread user confusion with a similarly-named crypto token. For the actual NYSE-listed wealth manager, recent strong earnings, consistent growth in assets under management, and strategic advisor team acquisitions are driving positive sentiment. These business developments, coupled with a dividend increase and share repurchase authorization, are fueling community debate over its continued momentum in the financial sector.

Southern Copper Corp. engages in the development, production, and exploration of copper, molybdenum, zinc, and silver. It operates through the following segments: Peruvian Operations, Mexican Open-Pit Operations, and Mexican Underground Mining Operations. The Peruvian Operations segment focuses on the Toquepala and Cuajone mine complexes and the smelting and refining plants, industrial railroad, and port facilities that service both mines. The Mexican Open-Pit Operations segment comprises the La Caridad and Buenavista mine complexes, the smelting, and refining plants and support facilities, which service both mines. The Mexican Underground Mining Operations segment is involved in the operation of five underground mines, a coal mine, and several industrial processing facilities. The company was founded on December 12, 1952 and is headquartered in Phoenix, AZ.

Southern Copper Corporation

Southern Copper is trending as copper prices reach record highs, fueled by tightening global supply and robust demand from electrification and AI data centers. The community is actively discussing how ongoing mine disruptions and strong industrial needs position SCCO as a prime beneficiary in the bullish copper market. Many investors view the metal as the "new gold" amid a burgeoning commodity supercycle.

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<ul class="summary-bullets"><li>SoftBank delivered the remaining portion of its funding, totaling about $22 billion to $22.5 billion, to OpenAI.</li><li>The agreement, first outlined in March 2025, envisioned up to $40 billion in investment.</li><li>The investment sits at the center of SoftBank CEO Masayoshi Son’s broader AI growth strategy.</li></ul>SoftBank Group Corp. (SFTBY) has reportedly completed its much-anticipated $40 billion funding commitment to OpenAI, marking one of the largest private technology investments ever made.&nbsp;According to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/12/30/softbank-openai-investment.html">report</a>, the Japanese investment company completed its final capital transfer late in December, deepening its strategic commitment to artificial intelligence just as demand for AI infrastructure and compute power surges globally.<h2 class="st-heading-2">Investment Completion</h2>According to sources cited by CNBC, SoftBank delivered the remaining portion of its funding, totaling about $22 billion to $22.5 billion to OpenAI, pushing its total stake in the ChatGPT developer above 10%.&nbsp;The agreement, first outlined in March 2025, envisioned up to $40 billion in investment to support AI research and infrastructure expansion. The initial funding outline was $10 billion, with the remaining $30 billion to be provided by the end of 2025.&nbsp;In October, following the end of the second quarter (Q2), SoftBank invested $22.5 billion in OpenAI through its SoftBank Vision Fund 2 (SVF2).&nbsp;<a href="https://stocktwits.com/symbol/SFTBY">Softbank stock</a> inched 0.8% lower on Tuesday mid-morning. On Stocktwits, retail sentiment around the stock changed to ‘extremely bullish’ from ‘bullish’ territory the previous day. At the same time, message volume shifted to ‘normal’ from ‘low’ levels in 24 hours.&nbsp;<figure class="image"><img style="aspect-ratio:932/101;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_30_110204_png_eb4fb96af4.webp" alt="SFTBY’s Sentiment Meter and Message Volume as of 10:40 a.m. ET on Dec. 30, 2025 | Source: Stocktwits" width="932" height="101"><figcaption>SFTBY’s Sentiment Meter and Message Volume as of 10:40 a.m. ET on Dec. 30, 2025 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">AI-Centered Strategy&nbsp;</h2>According to the report, the deal originally valued OpenAI at about $260 billion on a pre-money basis.&nbsp;This investment sits at the center of SoftBank CEO Masayoshi Son’s broader AI growth strategy. On Monday,&nbsp;SoftBank announced an agreement to acquire the data center and digital infrastructure assets investment firm DigitalBridge (DBRG) for approximately $4.0 billion.SFTBY stock has gained 98% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/meta-s-strategic-move-with-manus-could-mirror-instagram-whats-app-wins-says-rosenblatt/cL7I5jpREyP">Meta’s Strategic Move With Manus Could Mirror Instagram, WhatsApp Wins, Says Rosenblatt</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

: SoftBank Group CEO Masayoshi Son speaks during the SoftBank World 2024 on October 03, 2024 in Tokyo, Japan.

SoftBank Reportedly Closes $40 Billion OpenAI Investment

According to a CNBC report, SoftBank completed its final capital transfer late in December, deepening its strategic commitment to artificial intelligence.

Equity

According to a CNBC report, SoftBank completed its final capital transfer late in December, deepening its strategic commitment to artificial intelligence.


<ul class="summary-bullets"><li>The firm stated that DigitalBridge should have received up to $4 more per share from SoftBank.</li><li>Analysts at TD Cowen downgraded the DBRG stock to ‘Hold’ from ‘Buy’ with a price target of $16.</li><li>DigitalBridge received a double downgrade at RBC Capital, with the firm trimming its price target to $16 from $23, while downgrading the rating to ‘Sector Perform’ from ‘Outperform’.</li></ul>SoftBank Group Corp.’s (SFTBY) acquisition price for DigitalBridge Group Inc. (DBRG) should have been higher by up to 25% per share, according to Wells Fargo analysts.According to TheFly, the firm stated that DigitalBridge should have received up to $4 more per share from the Japanese investment firm. SoftBank&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/soft-bank-acquires-digital-bridge-for-4-billion-to-scale-ai-infrastructure/cL75v6iREx9">announced</a> the acquisition of DigitalBridge on Monday in a deal valued at $4 billion.<a href="https://stocktwits.com/symbol/DBRG">DigitalBridge shares</a> were up 0.2% in Tuesday’s pre-market trade. Retail sentiment on Stocktwits around the company trended in the ‘extremely bullish’ territory at the time of writing.<h2 class="st-heading-2">Firm Expects Deal To Close</h2>Wells Fargo expects the deal between DigitalBridge and SoftBank to close, as it sees no other competing bids.“If no other attractive offers are out there, we can understand DBRG's rationale for accepting the $16 bid, even if it feels a little light to us,” the firm’s analysts said in the note.SoftBank said on Monday that it will acquire all outstanding shares of DigitalBridge at $16 per share in cash, representing a 15% premium to DBRG’s closing price on December 26.DBRG stock closed Monday with a 10% gain following the announcement. Wells Fargo has a $16 price target on DigitalBridge with an ‘Overweight’ rating.<h2 class="st-heading-2">Other Firms Downgrade DigitalBridge</h2>Analysts at TD Cowen and RBC Capital also downgraded the DigitalBridge stock on Tuesday, according to TheFly.Analysts at TD Cowen downgraded the DBRG stock to ‘Hold’ from ‘Buy’ with a price target of $16. DigitalBridge received a double downgrade at RBC Capital, with the firm trimming its price target to $16 from $23, while downgrading the rating to ‘Sector Perform’ from ‘Outperform’.<h2 class="st-heading-2">What Does DigitalBridge Do?</h2>DigitalBridge owns, operates, and invests in businesses such as data centers, fiber, small cells, cell towers, and edge infrastructure.Founded in 1991, the Florida-based company reported a revenue of $1.5 billion in 2023 and $607 million in 2024.<a href="https://stocktwits.com/symbol/DBRG">DBRG stock</a> is up 35% year-to-date and 42% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/pending-home-sales-november-highest-nearly-3-years/cL75U85RExK">Pending Home Sales Rise To Highest Levels In Nearly Three Years: NAR Chief Economist Says ‘Homebuyer Momentum Is Building’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the DigitalBridge logo is seen displayed on a smartphone screen

Digital Bridge Buyout Price Should Have Been Up To 25% Higher Per Share, Says Wells Fargo

Wells Fargo expects the deal between DigitalBridge and SoftBank to close as it sees no other competing bids emerging.

<ul class="summary-bullets"><li>The enterprise value of the deal is approximately $4.0 billion.</li><li>Following the acquisition, DigitalBridge will continue as an independent platform under the leadership of CEO Marc Ganzi.</li><li>SoftBank has been gradually boosting its involvement in artificial intelligence by controlling chipmaker Arm Holdings and investing in OpenAI.</li></ul>SoftBank Group Corp. (SFTBY) announced on Monday that it has agreed to acquire the&nbsp;data center and digital infrastructure assets investment firm&nbsp;DigitalBridge Group, Inc. (DBRG), for approximately $4.0 billion.The acquisition is intended to strengthen SoftBank's ability to develop and scale infrastructure critical for next-generation artificial intelligence applications.<h2 class="st-heading-2">Transaction Details</h2>SoftBank will acquire all outstanding DigitalBridge shares at $16 per share in cash. The deal received unanimous approval from a special committee of DigitalBridge's Board and represents a 15% premium to the company's closing price on December 26.&nbsp;Following the announcement,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="http://digitalbridge">DigitalBridge stock</a> rose more than 9% and was among the top three trending equity tickers on Stocktwits. SoftBank stock inched 0.4% higher.&nbsp;Retail sentiment around DigitalBridge jumped to ‘extremely bullish’ from ‘bearish’ territory the previous day. At the same time, message volume improved to ‘extremely high’ from ‘extremely low’ levels in 24 hours.&nbsp;Following the acquisition, DigitalBridge will continue as an independent platform under the leadership of CEO Marc Ganzi. The transaction is expected to be completed in the second half of 2026.<blockquote>“As AI transforms industries worldwide, we need more compute, connectivity, power, and scalable infrastructure.”-Masayoshi Son, Chairman and CEO, SoftBank&nbsp;</blockquote><h2 class="st-heading-2">Implications for AI And Digital Infrastructure</h2>With DigitalBridge’s expertise and global reach, SoftBank aims to secure critical infrastructure capacity and enhance connectivity necessary for AI deployment and large-scale operations.&nbsp;SoftBank has been gradually boosting its involvement in artificial intelligence by controlling chipmaker Arm Holdings and investing in OpenAI, the creator of ChatGPT, even as it exited its investment in Nvidia in October.According to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/12/02/softbank-masayoshi-son-crying-nvidia-stake-ai-bet-artificial-intelligence-bubble-vision-fund.html">report</a>, speaking in Tokyo in early December, Son said he was “crying” when SoftBank sold all of its Nvidia shares for $5.83 billion, adding that the sale happened only because the company needed cash to invest in OpenAI and new data center projects.The report also stated that Son&nbsp;dismissed warnings of an AI bubble and predicted that superintelligence and AI robots will eventually generate at least 10% of global GDP.DigitalBridge oversees about $108 billion in infrastructure assets for investors and operates offices throughout North America, Europe, the Middle East, and Asia.SFTBY stock has gained over 97% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-praxis-precision-stock-surge-pre-market-today/cL75wW3RExO">Why Did Praxis Precision Stock Surge 12% Pre-Market Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The SoftBank Group logo is displayed on a mobile phone with a stock graph in the background, in this photo illustration in Brussels, Belgium, on August 20, 2025.

SoftBank Acquires DigitalBridge For $4 Billion To Scale AI Infrastructure

SoftBank will acquire all outstanding DigitalBridge shares at $16 per share in cash.

<ul class="summary-bullets"><li>Richard Choe pointed to SoftBank’s long-standing focus on AI, data centers, and advanced computing as signals that discussions are likely more than preliminary.</li><li>SoftBank and&nbsp;DigitalBridge are engaging in late-stage negotiations but have not signed a binding contract.</li><li>RBC stated that the market’s recent response does not fully reflect DigitalBridge’s underlying worth.</li></ul>A potential DigitalBridge takeover is garnering attention on Wall Street.&nbsp;JPMorgan analyst Richard Choe said that although DigitalBridge Group Inc. (DBRG) has&nbsp;surfaced&nbsp;in merger speculation before, the report that SoftBank Group Corp. (SFTBY) is in talks to acquire the data center and digital infrastructure assets investment firm carries more weight.Choe pointed to SoftBank’s long-standing focus on AI, data centers, and advanced computing as signals that discussions are likely more than preliminary, according to TheFly.<h2 class="st-heading-2">Softbank-DigitalBridge Deal?</h2>According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-12-29/softbank-nears-deal-for-data-center-investment-firm-digitalbridge?srnd=phx-technology">report</a>, the two companies are engaging in late-stage negotiations but have not signed a binding contract, and specifics, including the timeline and financial terms, remain fluid.Based on JPMorgan’s analysis, DigitalBridge could command a meaningful premium if a transaction materializes. The firm estimates a potential buyout value of roughly $28 per share using its 2026 projections.&nbsp;Looking further ahead, Choe outlined a higher valuation band, suggesting prices could stretch into the low-to-mid $30s per share under more aggressive 2027 assumptions. Taking multiple scenarios into account, JPMorgan outlined a broad acquisition window of $25-$35 per share.<h2 class="st-heading-2">What’s The Retail Mood On Stocktwits?</h2>On Stocktwits, retail sentiment around DigitalBridge stock jumped to ‘bullish’ from ‘bearish’ territory the previous day. Message volume shifted to ‘low’ from ‘extremely low’ levels in 24 hours.&nbsp;<figure class="image"><img style="aspect-ratio:932/101;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_29_051456_png_fdc016a25d.webp" alt="DBRG’s Sentiment Meter and Message Volume as of 05:15 a.m. ET on Dec. 29, 2025 | Source: Stocktwits" width="932" height="101"><figcaption>DBRG’s Sentiment Meter and Message Volume as of 05:15 a.m. ET on Dec. 29, 2025 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Strategic Rationale</h2>According to the report, the potential purchase is aligned with SoftBank’s ongoing strategy to deepen its footprint in the backbone of the AI economy: data centers, fiber networks, and edge computing.&nbsp;RBC Capital increased its price target for DigitalBridge to $23 in December, citing possible merger or acquisition activity involving the company and updates to how peers are valued.&nbsp;RBC added that the market’s recent response does not fully reflect DigitalBridge’s underlying worth, given its strong exposure to growing demand for AI-focused data centers.DigitalBridge oversees about $108 billion in infrastructure assets for investors and operates offices throughout North America, Europe, the Middle East and Asia.DBRG stock has gained over 23% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-rallies-while-silver-drops-from-record-high-crypto-market-3-trillion/cL75YtLREDF">Bitcoin Rallies While Silver Drops From Record High – Crypto Market Reclaims $3 Trillion</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In Barcelona, Spain, on March 5, 2025, a close-up of AI cloud data center racks with servers, cables, and blinking lights.

DigitalBridge Buyout Buzz Gains Traction – JPMorgan Flags Softbank’s Strategic Fit

JPMorgan estimates a potential acquisition value of $25 to $35 per share if a deal materializes.

<ul class="summary-bullets"><li>Dresser joins after leading Slack and holding senior roles at Salesforce.</li><li>OpenAI now supports over seven million ChatGPT work accounts, with Enterprise seats up nearly ninefold since 2024.</li><li>The hiring comes as rivals escalate efforts, including Google’s Gemini plans and Anthropic’s IPO preparation.</li></ul>OpenAI has hired Slack CEO Denise Dresser as its new chief revenue officer, moving to accelerate enterprise adoption of its AI products amid intensifying competition and rising infrastructure demands.<h2 class="st-heading-2">OpenAI Ropes In Veteran Salesforce Leader</h2>Dresser became Slack’s CEO in late 2023 after Salesforce acquired the workplace messaging platform. She also spent many years at Salesforce in senior roles. The company is also working through rising competitive and financial demands as it plans to invest $1.4 trillion in AI infrastructure, according to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-12-09/openai-hires-slack-ceo-denise-dresser-as-chief-revenue-officer">report</a>.“I’ve spent my career helping scale category-defining platforms,” Dresser said in a statement to Bloomberg, adding that she looks forward to helping OpenAI as it moves into its next phase of enterprise growth.<h2 class="st-heading-2">Competitive Pressure Builds Around OpenAI</h2>The leadership change comes as several rivals move quickly in the AI market.Anthropic, which is backed by Amazon and Google, is&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-anthropic-s-ipo-might-just-be-juicier-than-open-ai-s/cLIXYLXRE1c">preparing for an initial public offering as early as next year</a>. The Financial Times said that the company is targeting a valuation of about $300 billion, following its last valuation of roughly $180 billion. OpenAI has been moving more slowly on a potential IPO, though earlier reports said it could begin the process in the second half of 2026.Meanwhile, Google is&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/google-reportedly-eyeing-ads-on-gemini-in-2026/cLIYxGqREmY">exploring placing ads inside its Gemini chatbot</a> and has told advertising clients that 2026 is the target for rolling this out. The company is also developing AI glasses with Samsung, Gentle Monster and Warby Parker, with the first models expected in 2026.SoftBank and Nvidia are in discussions to join a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/soft-bank-nvidia-weigh-over-1-b-skild-ai-investment-at-14-b-valuation/cLIYHZGREmK">funding round for Skild AI</a> that would value the robotics-model developer at about $14 billion. The company’s technology is designed to act as a software “brain” for robots across different uses.<h2 class="st-heading-2">OpenAI Highlights Growth In Enterprise Adoption</h2><a href="https://stocktwits.com/news-articles/markets/equity/open-ai-survey-shows-major-productivity-surge-among-customers-how-much-time-did-heavy-users-save/cLIYHe9REm0">OpenAI’s latest State of Enterprise AI report</a>, released Monday, pointed to rising use of its tools inside companies. Weekly interactions with ChatGPT Enterprise have increased nearly eightfold over the past year, and the average user is sending about 30% more messages than before.The report said companies are shifting from experimenting with AI to using it inside daily workflows. Tools like “Projects” and “Custom GPTs” saw a 19-fold increase this year.OpenAI now supports more than seven million ChatGPT work accounts, and the number of ChatGPT Enterprise seats has grown almost ninefold since 2024.The report also said that about 75% of surveyed workers felt AI helped improve either the speed or the quality of their work. Many reported saving 40 to 60 minutes a day, with heavier users saving more than 10 hours a week.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment for OpenAI was ‘bearish’ amid ‘extremely low’ message volume.<figure class="image"><img style="aspect-ratio:967/141;" src="https://news.stocktwits-cdn.com/openai_ss_png_8eae8a185f.webp" alt="openai ss.png" width="967" height="141"><figcaption>OPENAI sentiment and message volume as of December 9| Source: Stocktwits</figcaption></figure>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The OpenAI logo displays on a smartphone screen reflecting green beams. (Photo by Samuel Boivin/NurPhoto via Getty Images)

OpenAI Hires Slack CEO As Google And Anthropic Intensify The Race Around Its $1.4T AI Push: Report

OpenAI has reportedly hired Slack CEO Denise Dresser as its new chief revenue officer to strengthen its enterprise AI business amid intensifying competition.

<ul class="summary-bullets"><li>Skild AI is reportedly drawing a major new investment as it builds universal software to power a wide range of robots.</li><li>SoftBank’s broader AI push includes freeing up capital through its Nvidia stake sale and increasing commitments to OpenAI.</li><li>Retail sentiment on Stocktwits has leaned bearish for both SFTBY and NVDA.</li></ul>SoftBank Group (SFTBY) and Nvidia (NVDA) are reportedly advancing discussions to take part in a new Skild AI fundraising round that would exceed $1 billion and assign the robotics foundation-model developer a valuation of roughly $14 billion.The figure represents a jump from the $4.7 billion valuation Skild received earlier this year, when it raised $500 million in a Series B round that included Nvidia, Samsung and LG’s venture arm, Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/media-telecom/softbank-nvidia-looking-invest-skild-ai-14-billion-valuation-sources-say-2025-12-08/">reported</a>, citing sources and a term sheet.<h2 class="st-heading-2">Inside Skild’s Robotics Intelligence Platform</h2>Skild, founded in 2023 by former Meta AI researchers and backed by Amazon and Lightspeed Venture Partners, builds universal AI software designed to serve as the “brain” for robots across multiple form factors.&nbsp;The company does not produce hardware, and instead trains large models on extensive datasets so robots can gain human-like perception and decision-making skills. Skild unveiled its first general-purpose model in July, saying it can adapt to tasks from warehouse logistics to household chores.&nbsp;The deal is reportedly&nbsp;expected to close before Christmas, and SoftBank was apparently impressed by Skild’s pilot-project performance. Skild previously raised $300 million at a $1.5 billion valuation in its Series A round from Jeff Bezos, SoftBank and Khosla Ventures.<h2 class="st-heading-2">Son’s AI Investment Strategy</h2>The potential Skild deal aligns with Masayoshi Son’s push to accelerate SoftBank’s AI investments. Speaking in Tokyo last week, Son said he “was crying” when SoftBank sold its entire Nvidia stake for $5.83 billion, insisting the shares were sold only because the company needed capital for OpenAI and new data-center projects. Son said “I don’t want to sell a single share,” according to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/12/02/softbank-masayoshi-son-crying-nvidia-stake-ai-bet-artificial-intelligence-bubble-vision-fund.html">report</a>.SoftBank’s AI positions have supported strong results: second-quarter net profit rose to 2.5 trillion yen ($16.6 billion), helped by valuation gains in OpenAI. Son has said SoftBank is “all in” on OpenAI and predicted the startup could eventually become the world’s most valuable company. He dismissed warnings of an AI bubble, arguing that critics “are not smart enough,” and predicted that superintelligence and AI robots will eventually generate at least 10% of global GDP, CNBC noted.<h2 class="st-heading-2">Robotics As SoftBank’s Next Frontier</h2>Robotics remains central to SoftBank’s strategy. In October, the company agreed to acquire ABB Group’s Zurich-based robotics business for $5.4 billion, targeting a revival of the 7,000-employee unit that generated $2.3 billion in 2024 revenue. The acquisition builds on SoftBank’s investments in AutoStore, Agile Robots and earlier Skild rounds, along with its longstanding SoftBank Robotics Group launched in 2014.Son has described “physical AI” as the company’s next major focus. Meanwhile, U.S. policymakers are also paying closer attention. Commerce Secretary Howard Lutnick has been meeting industry CEOs as the Trump administration weighs a robotics-focused executive order for next year, according to a Politico&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.politico.com/news/2025/12/03/trump-administration-ai-robotics-00674204?utm_campaign=trump-s-next-big-move-robots&amp;utm_medium=newsletter&amp;utm_source=robotnews.therundown.ai">report</a>.<h2 class="st-heading-2">Stocktwits Users Lean Bearish</h2>On Stocktwits, retail sentiment for both SFTBY and NVDA was ‘bearish’ amid ‘low’ message volume.So far this year, U.S.-listed shares of SFTBY are up 105%, while&nbsp;<a href="https://stocktwits.com/symbol/NVDA">NVDA</a> has gained 37%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The SoftBank Group logo is displayed on a mobile phone with a stock graph in the background, in this photo illustration in Brussels, Belgium, on August 20, 2025. 

SoftBank, Nvidia Weigh Over $1B Skild AI Investment At $14B Valuation: Report

Skild AI is drawing interest from major investors as it accelerates its push to develop universal software designed to power a wide range of robots.

<ul class="summary-bullets"><li>Eutelsat’s website states that the company is the world’s first fully integrated multi-orbit satellite operator.</li><li>In addition to its satellites in LEO, Eutelsat has a fleet of 34 satellites in geostationary orbit.</li><li>The company has also received investments from the French and U.K. governments worth over €700 million ($817 million) and €163 million, respectively, as Eutelsat looks to better compete with Starlink.</li></ul>Elon Musk-led Starlink’s European rival, Eutelsat, saw its shares decline nearly 7% on Wednesday after SoftBank Group Corp. (SFTBY) reportedly trimmed its stake in the company.According to&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/12/03/musks-starlink-rival-eutelsat-shares-softbank.html">CNBC</a>, citing a Reuters report,&nbsp;SoftBank sold 36 million rights corresponding to 26 million equity shares in Eutelsat,&nbsp;representing&nbsp;nearly half of its stake in the France-based satellite operator.Eutelsat, which merged with satellite internet service provider OneWeb in 2023, is seen as a key rival to SpaceX’s Starlink in Europe. However, the gulf between the satellite networks of the two companies is wide. While Eutelsat has more than 600 satellites in Low Earth Orbit (LEO), Starlink has more than 7,800 satellites in LEO, according to the two companies’ respective websites.<a href="https://stocktwits.com/symbol/SPACEX">SpaceX</a> is currently not publicly listed. Retail sentiment on Stocktwits around the company trended in the ‘bearish’ territory at the time of writing.<h2 class="st-heading-2">Eutelsat’s Operations</h2>Eutelsat’s website states that the company is the world’s first fully integrated multi-orbit satellite operator. In addition to its satellites in LEO, Eutelsat also has a fleet of 34 satellites in geostationary orbit (GEO).It currently delivers 6,500 television channels to over a billion viewers around the world.The company has also received investments from the French and U.K. governments worth over €700 million ($817 million) and €163 million, respectively, as Eutelsat looks to better compete with Starlink.<h2 class="st-heading-2">Starlink’s Current Status</h2>On its website, Starlink stated that its current cumulative capacity is inching close to 450 terabytes per second.The company also added that it plans to launch third-generation Starlink satellites in the first half of 2026. These satellites are designed to provide downlink capacity of over a terabit per second and uplink capacity of over 200 gigabits per second to customers on the ground. This is more than 10 times the downlink and 24 times the uplink capacity of the second-generation satellites, the company said.€1 = $1.17Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/michael-burry-denies-reports-that-he-was-short-tesla/cLIaVrZREKd">Michael Burry Denies Reports That Said He Was Short Tesla</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The SpaceX Starlink logo is displayed on a mobile phone in this photo illustration in Brussels, Belgium, on March 23, 2025.

Elon Musk’s Starlink Rival Eutelsat Shares Slides After SoftBank Reportedly Cuts Its Stake

Eutelsat has more than 600 satellites in the Low-Earth Orbit, while Starlink has more than 7,800 satellites in the LEO, according to the two companies’ respective websites.

<ul class="summary-bullets"><li>SoftBank offloaded its entire stake in Nvidia for $5.83 billion in October.</li><li>This was not the first time SoftBank exited Nvidia – in 2019, the company’s Vision Fund announced it had sold its entire stake in the chipmaker, valued at $3.63 billion.</li></ul>SoftBank Group Corp. (SFTBY) CEO Masayoshi Son reportedly said on Monday that he did not want to offload the Japanese investment company’s stake in Nvidia Corp. (NVDA).According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-12-01/softbank-s-son-cried-about-nvidia-stake-sale-to-fund-ai-bets">report</a>, he said he would not have sold Nvidia shares if SoftBank had unlimited funds for its next round of investments in the artificial intelligence sector.&nbsp; Son was addressing the FII Priority Asia forum on Monday in Tokyo.&nbsp;“I don’t want to sell a single share. I just&nbsp;had more need for money to invest in OpenAI. I was crying to sell Nvidia shares,” Son said, according to the report.<a href="https://stocktwits.com/symbol/NVDA">Nvidia shares</a> were down nearly 1% in Monday’s pre-market trade. Retail sentiment around the company trended in the ‘bullish’ territory at the time of writing.<a href="https://stocktwits.com/symbol/OPENAI">OpenAI</a> is not publicly listed. Retail sentiment on Stocktwits around the company hovered in the ‘extremely bearish’ territory at the time of writing.<h2 class="st-heading-2">SoftBank’s NVDA Stock Sale</h2>SoftBank offloaded its entire stake in Nvidia for $5.83 billion in October. A CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/11/11/softbank-sells-its-entire-stake-in-nvidia-for-5point83-billion.html">report</a> citing a person familiar with the matter stated that SoftBank’s stake sale in Nvidia was conducted to help the company fund its investment in OpenAI.This was not the first time SoftBank exited Nvidia. In 2019, the company’s Vision Fund announced that it had sold its entire stake in Nvidia in January, valued at $3.63 billion.<h2 class="st-heading-2">SoftBank’s OpenAI Investment</h2>In April, SoftBank announced follow-on investments of up to $40 billion in OpenAI, of which $10 billion would be syndicated through the Japanese company’s co-investors. This brought SoftBank’s effective investments in OpenAI to $30 billion.In October, days after selling its Nvidia stake, SoftBank approved the remaining $22.5 billion investment in OpenAI, according to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/softbank-greenlights-remaining-22-5-billion-openai-investment">report</a> by The Information.<a href="https://stocktwits.com/symbol/NVDA">NVDA stock</a> is up 32% year-to-date and 31% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dow-futures-edge-lower-investors-await-jerome-powell-commentary/cLI77g3REib">Dow Futures Edge Lower Ahead Of Powell Speech, Fed Rate Cut Odds Rise: TSLA, NIO, MSTR, MDB Among Stocks To Watch</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

‘I Was Crying’: Softbank Chief Masayoshi Son Reportedly Sold Nvidia Only To Raise Cash For OpenAI Investment 

The SoftBank CEO said he would not have sold Nvidia shares if the firm had unlimited money to make its next round of investments in the artificial intelligence sector.

<ul class="summary-bullets"><li>The Ohio facility will build modular data centers using portable, pre-assembled units, enabling faster deployment and scalability.</li><li>It will also include a small working data center for demonstration purposes.</li><li>The manufacture of modular data centers at the Ohio facility is expected to begin later this year.</li></ul>SoftBank Group Corp. (SFTBY) is reportedly planning to invest $3 billion in an Ohio factory to manufacture equipment for OpenAI data centers.According to a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/media-telecom/softbank-invest-3-billion-ohio-factory-openai-data-center-information-reports-2025-11-20/">report</a> citing The Information, the investment will be used to overhaul an electric vehicle factory in Lordstown, Ohio.This is part of the $500 billion Stargate project, for which OpenAI and SoftBank pledged $18 billion each in January to get the venture started.<a href="https://stocktwits.com/symbol/OPENAI">OpenAI</a> is not publicly listed. Retail sentiment on Stocktwits around the company trended in the ‘neutral’ territory at the time of writing.<h2 class="st-heading-2">What Will Ohio Factory Make?</h2>According to the report, following an overhaul, the Ohio facility SoftBank is investing in will build modular data centers with portable, pre-assembled units, enabling faster deployment and scalability. The facility will also include a small working data center for demonstration purposes.The manufacture of modular data centers at the Ohio facility is expected to begin later this year, the report added.<h2 class="st-heading-2">Stargate Project Updates</h2>In a September update, OpenAI announced that it, along with SoftBank and Oracle Corp. (ORCL), will build five new data centers as part of the Stargate Project.OpenAI said that with these five new data centers, along with the flagship site in Abilene, Texas, and the company’s ongoing projects with CoreWeave, it brings the total planned capacity of Stargate to seven gigawatts, with an investment outlay of more than $400 billion over the next three years.“This puts us on a clear path to securing the full $500 billion, 10-gigawatt commitment we announced in January by the end of 2025, ahead of schedule,” the company said.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dow-soars-600-points-sp500-following-nvidia-q3-earnings-beat/cLPAkeOREaX">Dow Turns Red, Loses Over 600 Points Of Early Morning Gains As Nvidia Rally Fizzles Out, Rate Cut Concerns Gather Steam</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

SoftBank To Invest $3 Billion In Ohio Factory For OpenAI Data Centers As It Looks To Advance $500 Billion Stargate Project: Report

This is part of the $500 billion Stargate project, for which OpenAI and SoftBank pledged $18 billion each in January to get the venture started.

<ul class="summary-bullets"><li>SoftBank stated that its SVFs generated an investment gain of 3.42 trillion yen ($22.17 billion), with approximately 40% of that coming from SoftBank Vision Fund 1 (SVF1) and 56% from SVF2.</li><li>Its OpenAI investment led to the strong performance of its SVF2 fund.</li><li>Nvidia stock edged lower in premarket trading.</li></ul>Japanese investment holding company SoftBank Group Co. (SFTBY), led by Masayoshi Son, has sold its Nvidia shares, with the divestment occurring amid growing skepticism about a sustained uptrend in artificial intelligence (AI) stocks.<a href="https://stocktwits.com/symbol/NVDA">Nvidia stock</a> has gained over 48% this year, thanks to its near-monopoly position in AI accelerators that are used to power AI processes and applications.&nbsp;<a href="https://stocktwits.com/symbol/SFTBY">SoftBank’s stock</a> has risen by 151% for the year.<h2 class="st-heading-2">SoftBank’s Asset Sales Updates</h2>In the earnings release for the second quarter, which ended on September 30, 2025, SoftBank stated that following the quarter, it sold 32.1 million Nvidia shares, including those held by the asset management subsidiary, for $5.83 billion.Nvidia stock fell over 0.50% in Tuesday’s early premarket session following a nearly 6% jump on Monday.Most retail watchers of the Nvidia stock on the Stocktwits platform shrugged off SoftBank’s sales. $5.83 billion is less than 0.1% for a $5 trillion name, said a user.<stembedurl>https://stocktwits.com/pupdawg/message/635702171</stembedurl>Another said SoftBank may have made one of its “biggest bag fumbles” in history with its Nvidia exit.<stembedurl>https://stocktwits.com/Brofessional/message/635702377</stembedurl>The Japanese firm also disclosed partial sales of T-Mobile (TMUS) and Deutsche Telekom shares. It also stated that in November, the terms of the margin loan using Arm Holdings plc (ARM), a subsidiary, were increased to $20 billion from $13.5 billion.<h2 class="st-heading-2">SoftBank’s Follow-On OpenAI Investment</h2>In October, following the end of the second quarter, SoftBank chose to invest an additional $22.5 billion in OpenAI through its SoftBank Vision Fund 2 (SVF2). This is the third tranche following the $40 billion investment commitment SoftBank gave in March. SoftBank’s total effective investment after deducting the amount to be syndicated to co-investors is $30 billion.<h2 class="st-heading-2">SoftBank’s Q2 Results</h2>SoftBak stated that its SVFs generated an investment gain of 3.42 trillion yen ($22.17 billion), with approximately 40% of that coming from SVF1 and 56% from SVF2. The gain at SVF1 was due to its investments in Coupang, DiDi Global, and a higher fair price for portfolio companies.The gain at SVF2 was primarily attributable to an unrealized valuation gain of 980.51 billion yen on its equity interests in OpenAI as of the end of the second quarter and a derivative gain of 911.34 million yen on the OpenAI forward contract.SoftBank’s second-quarter net income more than doubled to 2.5 trillion yen. According to Bloomberg, analysts braced for a more modest profit of 418.2 billion yen.<h2 class="st-heading-2">SoftBank’s Stock Split</h2>The Son-led company said its board has approved a 4:1 stock split to make it more accessible to investors and expand its shareholder base.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp; <a href="https://stocktwits.com/news-articles/markets/equity/nasdaq-s-and-p-500-futures-slip-even-as-senate-clears-funding-bill/cLPdScnREP2">Nasdaq, S&amp;P 500 Futures Slip Even As Senate Clears Funding Bill, But Strategist Says Negativity Toward Market Getting ‘Harder To Defend’</a>

Nvidia logo on a mobile phone screen. The chip major plans to invest $2 billion in Elon Musk's xAI. (Photo by Omer Taha Cetin/Anadolu via Getty Images)

SoftBank’s Masayoshi Son Exits Nvidia, After OpenAI Bet Powers Q2 Outperformance

Despite SoftBank’s Masayoshi Son envisaging a deeper plunge into AI, his firm exited its Nvidia position at the end of the September quarter.

SoftBank Group Corp. operates as a holding company which engages in the management of its group companies. It operates through the following segments: SoftBank Vision Fund, SoftBank, Arm, Brightstar, and Others. The SoftBank Vision Fund segment engages in the investment business. The SoftBank segment provides mobile communication, broadband, and telecom services in Japan. The Arm segment designs microprocessors and develops software technologies. The Brightstar segment engages in the distribution of mobile devices overseas. The Others segment includes the smartphone payments business, alternative investment business, fund business in Latin America and the operation of baseball teams. The company was founded by Masayoshi Son on September 3, 1981 and is headquartered in Tokyo, Japan.

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