SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Amplify Commodity Trust - Breakwave Tanker Shipping ETF

Breakwave Tanker Shipping ETF

Breakwave Tanker Shipping ETF is drawing attention as investors weigh the impact of regional conflicts and geopolitical instability on global tanker logistics and shipping rates. The community is debating whether the current price action reflects a structural shift in maritime capacity or temporary volatility driven by the escalating situation near critical chokepoints.

ASML Holding NV engages in the development, production, marketing, sales, upgrading and servicing of advanced semiconductor equipment systems. It includes lithography, metrology and inspection systems. The company was founded on April 1, 1984 and is headquartered in Veldhoven, the Netherlands.

ASML Holding NV - New York Shares

ASML Holding NV

ASML Holding NV is currently trending as investors weigh strong AI-driven demand and a record backlog against potential headwinds from new U.S. export controls and broader semiconductor market volatility. Community sentiment remains mixed, with bullish long-term investors pointing to the company's EUV lithography monopoly, while others express caution regarding valuation premiums and geopolitical risks impacting the global supply chain.

The Goldman Sachs Group, Inc. engages in the provision of financial services. It operates through the following business segments: Global Banking and Markets, Asset and Wealth Management, and Platform Solutions. The Global Banking and Markets segment includes investment banking, global investments, and equity and debt investments. The Asset and Wealth Management segment relates to the direct-to-consumer banking business which includes lending, deposit-taking, and investing. The Platform Solutions segment includes consumer platforms such as partnerships offering credit cards and point-of-sale financing, and transaction banking. The company was founded by Marcus Goldman in 1869 and is headquartered in New York, NY.

Goldman Sachs Group, Inc.

Goldman Sachs is trending as investors monitor bank earnings and the rollout of new credit default swaps tied to private credit, while the firm also navigates internal scrutiny regarding historical ties to Jeffrey Epstein. The community is actively debating the firm's leadership, potential staff reductions, and its role in managing major upcoming deals like the SpaceX IPO.

Back in 2011, long before “crypto Twitter”, NFTs, or VC-backed chains existed, users of the BitcoinTalk forum came up with a new currency - not to launch a network, but to make fun of btc.... and so: The first memecoin/memecurrency was born.  On May 23, 2011, a Something Awful poster cracked, “Has anyone called them buttcoins yet?”. It was sophomoric and perfect. Within weeks the gag metastasized into Buttcoin.org, a parody blog that described a “peer to peer butt” economy while cataloging mining fiascos, exchange blowups, and MLM-adjacent “innovations”.

Buttcoin

Buttcoin is trending as the community leans into its legacy as a long-standing parody project, with supporters highlighting its early origins and the goal of achieving billion-dollar status. Discussion centers on the project's shift from a joke to an on-chain asset, with the community actively comparing its potential to the broader cryptocurrency market while leveraging the humor inherent in its branding.

Ethereum is a global, open-source platform for decentralized applications. In other words, it is a decentralized blockchain platform that enables developers to build and deploy smart contracts and applications without central authority control. Unlike Bitcoin, which primarily functions as digital currency, Ethereum operates as a programmable global computer where developers can create any type of decentralized service.   The platform hosts over $14 billion in DeFi applications with hundreds of thousands of active users across financial protocols, NFT marketplaces, and gaming platforms. Its transition to Proof of Stake in September 2022 reduced energy consumption by over 99%, addressing environmental concerns while strengthening network security.  The network operates through thousands of independent validator nodes that process transactions and execute smart contracts on the Ethereum Virtual Machine. Smart contracts are self-executing programs written in Solidity that automatically carry out agreements when conditions are met, eliminating intermediaries like banks or brokers.   Validators stake ETH as collateral to propose and validate blocks, earning rewards for honest participation while facing penalties for malicious behavior. The EIP-1559 upgrade introduced a dynamic base fee mechanism that burns ETH with each transaction, creating deflationary pressure during high network activity when more ETH is burned than issued to validators.  Vitalik Buterin proposed Ethereum in 2013, but seven co-founders helped build it, including Gavin Wood who created Solidity and the EVM technical specification, and Joseph Lubin who founded ConsenSys. The project launched in July 2015 after raising over $18 million through crowdfunding, quickly becoming the largest blockchain developer community. Major milestones include the 2020 Beacon Chain launch, the 2021 London hard fork implementing fee burning, and the 2022 Merge to Proof of Stake.   Ether (ETH) serves multiple functions: paying transaction fees (gas), staking to secure the network and earn 3-5% annual yields, serving as collateral in DeFi protocols, and purchasing NFTs and digital assets. The asset is increasingly adopted by traditional institutions, with publicly traded companies adding ETH to corporate treasuries to generate staking yields while maintaining blockchain exposure, and in 2024, the SEC approved spot Ethereum ETFs, allowing traditional investors to gain exposure through conventional brokerage accounts.  Ethereum's roadmap focuses on dramatically increasing transaction capacity to over 100,000 per second, reducing confirmation times, and enhancing decentralization while maintaining security against future threats like quantum computing.

Ethereum

Ethereum is facing intense volatility as the market digests the fallout from stalled negotiations in the Strait of Hormuz, with community sentiment deeply divided between fears of further geopolitical escalation and optimism for a broader crypto recovery. While some traders are bracing for a potential downturn due to rising energy costs and macro uncertainty, others are actively tracking ETF inflows and technical indicators for signs of a sustained breakout.

Maulcoin

Maulcoin is capturing market attention as its community pushes to achieve significant milestones, including plans for upcoming airdrops for verified holders. Investors are actively discussing the coin's organic growth and the potential for long-term value appreciation, fueling a strong sense of momentum among those committed to holding the asset.

RAGE GUY (RAGE) is a cryptocurrency inspired by the Rage Guy meme, one of the earliest and most recognizable characters from internet rage comics. The project captures the cultural legacy of early meme history and brings it onto the blockchain in tokenized form. It is designed as a community-driven digital asset that celebrates internet culture, nostalgia, and the role memes play in shaping online communities.

Rage Guy

RAGE is gaining significant traction as the community rallies around the restoration of iconic internet meme tools, positioning the asset as a culture-driven project rather than a typical speculative coin. Supporters are actively engaging in 'bag working' and meme creation, fueled by a collective belief in the historical significance of the original Rage Guy character.

$WAGMI is a community-driven meme token built on the Solana blockchain, designed to bring positivity, unity, and humor into the crypto space. The project encourages community engagement through memes, social interaction, and token-based activities. It leverages Solana’s fast and low-cost infrastructure to allow for smooth on-chain interactions, such as token transfers, community games, and NFT integration. The goal is to foster a fun, inclusive ecosystem where holders feel they are part of a larger movement – "We Are Gonna Make It."

WAGMI

WAGMI is gaining community momentum as supporters highlight the project's strategic token supply locks and upcoming one-year anniversary. Investors are expressing high conviction, focusing on the brand's pivot toward viral positivity-themed content and a long-term commitment to ecosystem growth.

The TROLL token on the Solana network is a meme coin inspired by internet trolling culture, designed for entertainment and community engagement with no intrinsic value. Built on Solana’s blockchain, it leverages the network’s fast transactions and low fees to appeal to meme enthusiasts. Launched on decentralized exchanges, TROLL aims to foster a fun, community-driven ecosystem through social media, influencer partnerships, and viral marketing, embodying the playful spirit of online trolling.

Troll

Troll is currently trending as the community leans into its legacy as a cultural meme, with active discussions focusing on its historical origins in rage comics and its expanding presence across the Solana ecosystem. Investors are comparing it to other established meme coins, emphasizing the strength of its community "diamond hands" and its potential for long-term growth as part of a broader "culture coin" narrative.

The Compound Governance Token is a governance token on the Compound Finance lending protocol, COMP allows the owner to delegate voting rights to the address of their choice; the owner’s wallet, another user, an application, or a DeFi expert. Anybody can participate in Compound governance by receiving delegation, without needing to own COMP.  Anybody with 1% of COMP delegated to their address can propose a governance action; these are simple or complex sets of actions, such as adding support for a new asset, changing an asset’s collateral factor, changing a market’s interest rate model, or changing any other parameter or variable of the protocol that the current administrator can modify.

Compound

Compound is generating intense community debate as investors weigh its potential for a supply-driven rally against frustration over its prolonged underperformance relative to other DeFi protocols. While some traders point to the coin's capped supply and ongoing governance developments as catalysts for a rebound, many voices express skepticism, highlighting persistent downward pressure and the competitive dominance of alternatives like AAVE.

statis crypto Watchlist

Bitcoin

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

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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, 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 Others segment includes Construction and operation of solar power plants Fukuoka SoftBank Hawks related businesses. The company was founded by Masayoshi Son on September 3, 1981 and is headquartered in Tokyo, Japan.

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '25	$0.16	--	--	N/A
Q3 '25	$0.10	$0.14	36.39%	BEAT
Q2 '25	$0.55	$1.41	155.19%	BEAT
Q1 '25	$0.28	$0.99	255.95%	BEAT
Q4 '24	-$0.53	$1.21	326.53%	BEAT

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