SPDR Dow Jones Industrial Average ETF

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Invesco QQQ Trust Series 1

Memecoin on Cronos launched by the Cro Crow community

crow with knife

The crow with knife community is rallying around the project's multichain expansion and deflationary burn mechanism, viewing the recent website update as a sign of continued development. Enthusiasts are actively comparing the token to established meme coins while promoting its organic, community-driven growth across various blockchain networks.

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

The S&P 500 is experiencing heightened volatility as market participants weigh geopolitical risks in the Middle East against a 48-hour ultimatum impacting global energy supplies and shipping lanes. Investors are actively debating whether these tensions signal a temporary pullback or a more significant structural decline, while closely monitoring treasury yields and institutional hedging behavior for direction.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DraftKings is trending as investors digest the company's new "Super App" roadmap and aggressive plans to compete in the prediction markets sector. While retail sentiment remains divided over persistent price volatility and competitive threats, community discussion is currently focused on whether integration with major sports platforms and aggressive user acquisition can offset regulatory concerns and long-term margin pressures.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

SPDR Gold Shares (GLD) is experiencing intense volatility and aggressive liquidation as market participants grapple with a rapidly shifting macro environment defined by geopolitical tensions and surging bond yields. Community members are actively debating whether this sharp drawdown represents a terminal breakdown of golds safe-haven status or a tactical buying opportunity amid a broader liquidity crisis.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is currently facing significant volatility driven by the intersection of high-profile legal developments, including a jury verdict regarding the company's past acquisition strategies, and broader macro-economic concerns surrounding geopolitical tensions and energy markets. Investors are actively debating the viability of long-term growth projects like the Terafab initiative versus immediate concerns over semiconductor supply, falling vehicle sales, and the company's valuation.

Guardian Metal Resources Plc engages in mining activities in the jurisdiction of Nevada. It focuses on making strategic metal discoveries across its broad project portfolio. Its projects include Pilot Mountain, Tempiute, Golconda, Garfield, Kibby Basin, and Stonewall. The company was founded on April 22, 2021 and is headquartered in London, the United Kingdom.

Guardian Metal Resources Plc - ADR

Guardian Metal Resources

Guardian Metal Resources is capturing market attention as it completes its transition to regular-way trading on the NYSE American following a recent IPO. Investors are closely monitoring the stock for liquidity swings and potential momentum, driven by heightened interest in its exposure to global tungsten demand and the company's status as a unique domestic play in the metals sector.

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

AleAnna Inc. - Ordinary Shares - Class A

AleAnna Inc. is surging as investors scramble to reprice natural gas exposure following reports of critical infrastructure damage to Qatar's LNG facilities, creating significant supply chain concerns. The community is actively discussing the stock's massive volume spike and potential for further volatility as energy sector participants debate the impact of the ongoing conflict on European supply security.

Air Canada engages in the provision of airline transportation services. Its services cover full-service airline, scheduled passenger and cargo services, serving more than two hundred airports on six continents. It operates through the following geographical segments: Canada, U.S. Transborder, Atlantic, Pacific, and Other. The company was founded on April 11, 1936 and is headquartered in Saint-Laurent, Canada.

Air Canada Inc. - Ordinary Shares (Voting and Variable Voting)

Air Canada Inc.

Air Canada is experiencing intense volatility as investors debate the impact of rising fuel costs and geopolitical tensions in the Middle East on the carrier's bottom line. While some in the community highlight strong premium travel demand and fuel hedging strategies as potential safety nets, others remain bearish, pointing to historical sensitivity to macroeconomic shocks and management's capital allocation decisions.

Synopsys, Inc. engages in the provision of electronic design automation (EDA) software that engineers use to design and test integrated circuits (ICs). It also offers semiconductor intellectual property (IP) products. It operates through the Design Automation and Design IP segments. The Design Automation segment includes silicon design, verification of products and services, and Ansys products, and system integration of products and services. The Design IP segment refers to interface, foundation, security, and embedded processor IP, IP subsystems, and IP implementation services that serve companies primarily in the semiconductor and electronics industries. The company was founded by Aart J. de Geus, Bill Krieger, Dave Gregory, and Rick Rudell in December 1986 and is headquartered in Sunnyvale, CA.

Synopsys, Inc.

Synopsys Inc

Synopsys is trending following a significant multi-billion dollar investment from Elliott Investment Management, which has fueled community optimism about the company's potential to unlock value through improved profit margins and better monetization of its chip-design software. Investors are closely watching the stock as it remains a central pillar of the semiconductor and AI ecosystem, with ongoing discussions centered on its strategic importance to industry leaders like NVIDIA and the potential for a sustained upward trajectory.

Bank of Montreal engages in the provision of banking and financial services to individuals and institutions. It operates through the following segments: Canadian Personal and Commercial Banking (Canadian P&C), United States Personal and Commercial Banking (U.S. P&C), BMO Wealth Management, BMO Capital Markets, and Corporate Services. The company was founded by Robert Armour, John C. Bush, Austin Cuvillier, George Garden, Horatio Gates, James Leslie, George Moffatt, John Richardson and Thomas A. Turner on June 23, 1817 and is headquartered in Toronto, Canada.

Bank of Montreal - MicroSectors Gold Miners 3X Leveraged ETN

GDXU is currently experiencing significant volatility as investors debate whether the recent sharp pullback is a buying opportunity or a signal of further downside. The community is actively discussing the impact of high-interest rates, geopolitical instability, and ongoing war-related costs on gold mining operational expenses, leading to a divide between those looking to dollar-cost average into a long-term position and those fearing a deeper structural correction.

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<ul class="summary-bullets"><li>The US Department of Energy announced a 10-gigawatt data center project at a former nuclear fuel processing site in Ohio.</li><li>The project will include 9.2 gigawatts of natural-gas power to support artificial-intelligence infrastructure.</li><li>SB Energy, backed by the Japanese company SoftBank, will help develop power and transmission systems.</li></ul>As global demand for artificial intelligence infrastructure rises,&nbsp;the United States partnered with Japanese investors on Friday to build a large-scale data center in Ohio.The U.S. Department of Energy (DOE) and the Department of Commerce (DOC)&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.energy.gov/articles/energy-department-announces-partnership-ensure-affordable-energy-and-power-americas-ai">announced</a> a “public-private partnership”&nbsp;with SoftBank (SFTBY), a Japanese investment conglomerate, and American Electric Power (AEP), Ohio, to develop a 10-gigawatt data center at a former nuclear fuel processing site in Pike County.&nbsp;The project will combine computing infrastructure with dedicated power generation to support large-scale data processing. The development is also expected to produce 9.2 gigawatts from natural gas, “which will connect to the local grid and provide power to a new 10 GW data center development at the Portsmouth Site in Pike County, Ohio, at no cost to American families”. The facility, which will be powered by SB Energy, a leading renewable energy platform, will help with transmission upgrades.This investment is part of a broader&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/cameco-westinghouse-us-japan-nuclear-deal/cZdzfN4RIOZ">US-Japan strategic trade</a> and investment agreement finalized in July last year, under which Japan committed $550 billion in direct investment into the United States. The deal included partnerships in energy, artificial intelligence, and manufacturing, as well as provisions to reduce tariffs on Japanese imports.Masayoshi Son, the Chairman and CEO of SoftBank Group Corp, noted that the “partnership with the Department of Energy strengthens America’s AI leadership, secures the energy and compute needed for the future, and powers the next era of innovation for the United States.”&nbsp;<a href="https://stocktwits.com/symbol/SFTBY/sentiment">SoftBank stock</a> closed down 3.45% on Friday. On Stocktwits, the retail sentiment around SFTBY remained in the ‘bearish’ territory, as chatter levels around it remained ‘low’ over the past day. The SFTBY stock has been down over 24% so far this year.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_21_at_10_49_32_AM_png_24ad341686.webp" alt="Screenshot 2026-03-21 at 10.49.32 AM.png" width="1126" height="126"><figcaption>SFTBY retail sentiment and message volume on March 21 as of 10:50 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Energy Strategy Diverges Across Ohio Projects</h2>Last year, Ohio had already emerged as a key hub for data center energy supply, with TotalEnergies (TTE) signing an agreement to provide Google (GOOG) with 1.5 terawatt-hours of electricity over 15 years to power its operations in the state. The energy was set to come from the Montpelier solar farm in Ohio, connected to the PJM grid, as part of a broader push by tech firms to secure clean, reliable power to meet rapidly growing demand for AI-driven data centers.Rising power demand has been reshaping capital flows into data infrastructure. A&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.spglobal.com/energy/en/news-research/latest-news/electric-power/101425-data-center-grid-power-demand-to-rise-22-in-2025-nearly-triple-by-2030">report</a> by S&amp;P Global projects that U.S. data center power demand would nearly triple by 2030.Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/blackstone-private-credit-fund-breaks-bitcoin/cZ3LypZRIiO">Blackstone’s $48 Billion Private Credit Fund Breaks 3-Year Streak—What It Means For Bitcoin</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. 

After Google’s Green Data Push, Ohio Lands 10GW Gas-Fueled AI Hub Backed By DOE

As AI adoption grows worldwide and the need for data centers increases, the US and Japan are coming together to build new facilities.

Equity

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

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

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

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

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

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

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

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

The Zacks Analyst Blog Highlights Micron Technology, Oracle, Meta, NVIDIA and SoftBank

Micron Technology stands out over Oracle as AI-driven HBM chip demand, stronger margins and lower debt tip the scales. Is MU the clearer buy now?

Micron vs. Oracle: One AI Stock Is a Clear Buy Right Now 

MU rides on surging HBM chip demand and tight supply, boosting pricing power and margins, while Oracle's risks tilt the AI stock race. 

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

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

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

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

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

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


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. 

<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.

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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