SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood is trending following its Q4 2025 earnings report, which revealed a revenue miss largely attributed to a decline in crypto trading, while still beating EPS expectations and showcasing growth in other areas. The community is sharply divided, with some investors seeing the dip as a prime buying opportunity due to diversification into new products like prediction markets and a strong long-term vision, while others warn of overvaluation and continued vulnerability to crypto market performance.

AST Spacemobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an extensive IP and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is trending after successfully unfolding its BlueBird 6 satellite, the largest commercial communications array ever deployed in low Earth orbit, and securing recent FCC approval for U.S. testing with major carriers, sparking community discussions about potential short squeezes and accelerated commercial rollout.

Mattel, Inc. engages in the ownership of children's and family entertainment franchises. It operates through the following segments: North America, International, and American Girl. The North America and International segments focus on marketing and selling toys and consumer products. The American Girl segment includes marketing, retailing, and publishing dedicated to its mission to help girls grow up with confidence and character. The company was founded by Elliot Handler, Ruth Handler, and Harold Matson in 1945 and is headquartered in El Segundo, CA.

Mattel, Inc.

Mattel is trending following a significant Q4 earnings miss and a cautious FY26 outlook, triggering a sharp decline that saw the stock plummet from a 52-week high to near a 52-week low in a single trading session. The community is actively debating whether the sell-off is an overreaction, presenting a buying opportunity, or if it reflects deeper concerns for the toy sector.

Lyft, Inc. engages in the provision and management of an online social rideshare community platform. It offers access to a network of shared bikes and scooters for shorter rides and first mile and last-mile legs of multimodal trips, information about nearby public transit routes, and Lyft Rentals to offer riders a view of transportation options when planning any trip. The company was founded by Marcus Cohn, John Zimmer, Rajat Suri, Matt van Horn, and Logan Green in 2007 and is headquartered in San Francisco, CA.

Lyft Inc - Ordinary Shares Cls A

Lyft Inc

Lyft is experiencing significant volatility following mixed earnings, which showed strong rider growth and a substantial share buyback despite some revenue concerns. The community is sharply divided, with bulls highlighting the company's valuation, CEO confidence, and future in autonomous vehicles and European expansion, while bears focus on competitive pressures, the one-time EPS beat, and the long-term threat of robotaxis.

Ford Motor Co. engages in the manufacture, distribution, and sale of automobiles. It operates through the following segments: Ford Blue, Ford Model E, Ford Pro, Ford Next, Ford Credit, and Corporate Other. The Ford Blue, Ford Model E, and Ford Pro segment includes the sale of Ford and Lincoln vehicles, service parts, and accessories, together with the associated costs to develop, manufacture, distribute, and service the vehicles, parts, and accessories. The Ford Next segment is involved in the expenses and investments for emerging business initiatives aimed at creating value for Ford in vehicle-adjacent market segments. The Ford Credit segment consists of the Ford Credit business on a consolidated basis, which is primarily vehicle-related financing and leasing activities. The Corporate Other segment refers to corporate governance expenses, past service pension and OPEB income and expense, interest income and gains and losses from cash, cash equivalents, and marketable securities, and foreign exchange derivatives gains, and losses associated with intercompany lending. The company was founded by Henry Ford on June 16, 1903 and is headquartered in Dearborn, MI.

Ford Motor Co.

Ford Motor Co

Ford is trending following a significant Q4 net loss largely due to EV restructuring, yet optimistic 2026 adjusted EBIT guidance and a recent analyst upgrade are driving positive sentiment. The community is actively discussing the company's long-term strategy amidst mixed signals from EV challenges, strong hybrid sales, and new U.S. vehicle loan tax incentives.

Churchill Capital Corp. X is a blank check company, which was created for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. The company was founded by Michael Klein on January 4, 2024 and is headquartered in New York, NY.

Churchill Capital Corp X - Ordinary Shares - Class A

Churchill Capital Corp X 

Churchill Capital Corp X (CCCX) is trending as its merger target, Infleqtion, generates buzz with a NASA space mission collaboration and a U.S. DOE quantum energy grid contract. The community is actively discussing its undervalued status compared to quantum peers and high expectations for its upcoming NYSE debut as INFQ.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopify is experiencing intense trading volatility ahead of its earnings report, fueling a community debate over whether its recent sharp dip represents a prime buying opportunity or signals further downside. Investors are closely watching for updates on AI integration and e-commerce growth, amidst broader market speculation about AI's impact on the software sector.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Moderna is trending due to an immediate regulatory setback, as the FDA refused to review its influenza vaccine application over trial design concerns, which has ignited strong community debate and criticism towards the agency. This contrasts with recent optimism from promising five-year data for its personalized cancer vaccine, fueling a divided outlook on the mRNA platform's future beyond infectious diseases amid ongoing patent litigation.

QuickLogic Corp. operates as a semiconductor company, which designs, markets, and supports primarily Customer Specific Standard Products and secondarily, Field Programmable Gate Arrays, sensor software algorithms, software drivers, associated design software and programming hardware. It develops and markets low power customizable semiconductor and software algorithm solutions that enable customers to differentiate their products by adding new features, extending battery life, becoming more contextually aware and improving the visual experience with their mobile, consumer and enterprise products. The company was founded by John M. Birkner, Andrew K. Chan, and Hua-Thye Chua in 1988 and is headquartered in San Jose, CA.

Quicklogic Corp

Quicklogic Corp is trending due to renewed optimism surrounding its critical role in national security and domestic chip production, driven by the recently funded FY2026 defense budget accelerating awards for its unique radiation-hardened FPGA technology. The community is buzzing about its position as the sole trusted onshore eFPGA provider for Intel's advanced 18A node and its growing chiplet initiatives, anticipating significant future revenue.

Evommune, Inc. is a clinical-stage biotechnology company. It engages in the development of medicines for inflammatory diseases. The company was founded by Luis C. Pena, Eugene Andrew Bauer, and Hans Hofland in 2020 and is headquartered in Palo Alto, CA.

Evommune Inc.

Evommune Inc

Evommune Inc. is trending significantly higher following positive top-line data from its Phase 2a trial for EVO301 in moderate-to-severe atopic dermatitis, which met its primary endpoint with statistically significant outcomes. The community is actively debating its strong momentum, with many anticipating further upside and analysts raising price targets, while some traders consider profit-taking amid the rally.

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ITC Ltd.

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Will Intel Stock Keep Soaring as Q4 Earnings Approach?

 Analyst upgrades and bullish commentary have piled up ahead of Intel's Q4 results on Thursday, January 22, pushing its stock to a two-year high of $50 a share. 

SB Energy, a SoftBank Group Company, said that it has secured a $1 billion investment from OpenAI and SoftBank Group to build next-generation artificial intelligence (AI) data centers in the United States.To support the partnership and as demand for AI compute accelerates, OpenAI and SoftBank Group are each investing $500 million into SB Energy, the statement said. OpenAI has also selected SB Energy to build and operate its 1.2 GW data center site in Milam County.SB Energy is currently developing several multi-gigawatt data center campuses, with initial facilities under construction and expected to enter service starting in 2026.SB Energy is currently developing several multi-gigawatt data center campuses, with initial facilities under construction and expected to enter service starting in 2026. SB Energy will become a major customer of OpenAI, leveraging its APIs and deploying ChatGPT for its employees.To expand operations of its data center infrastructure business, SB Energy recently acquired Studio 151, a data center construction management, procurement, engineering, and operations company with a track record spanning 20 data center campuses.“Partnering with SB Energy brings together their strength in data center infrastructure and energy development and OpenAI’s deep domain expertise in data center engineering,” said OpenAI co-founder and President Greg Brockman.&nbsp;<h2 class="st-heading-2">Ares’ Third Financing</h2>Ares Infrastructure Opportunities funds (Ares) previously invested $800 million of redeemable preferred equity in 2025 to further support SB Energy’s growth.Investment further deepened the long-standing relationship between Ares and SB Energy, marking the third financing from Ares since 2020.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around SFTBY trended in ‘bullish’ territory amid ‘high’ message volume.&nbsp;Shares of SoftBank Group closed 1.44% higher on Friday. They have risen 91% over the past 12 months.&nbsp;Retail sentiment around OpenAI trended in ‘neutral’ territory amid ‘low’ message volume.&nbsp; &nbsp;

People walk through the hallways at Equinix Data Center in Ashburn, Virginia, on May 9, 2024. (Amanda Andrade-Rhoades for The Washington Post via Getty Images)

OpenAI And SoftBank To Invest $1B In SB Energy To Build More AI Data Centers

OpenAI has also selected SB Energy to build and operate its 1.2 GW data center site in Milam County. 

Equity

OpenAI has also selected SB Energy to build and operate its 1.2 GW data center site in Milam County. 


<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.

<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.

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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